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Compliance

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Basics of ChatGPT

OnDemand
  • Recorded Thu, March 07, 2024
  • Presented by Justin Muscolino
Justin Muscolino
$299.00

As artificial intelligence becomes a tool for everyday life, we need to embrace it and understand how it benefits us. In the case of ChatGPT, it’s about saving time. If you want to learn how to use ChatGPT to save yourself time, this training is for you.

IRA Basic Issues - All Day Streaming

Live Stream OnDemand
  • Recorded Tue, August 15, 2023
  • Presented by Patrice Konarik
Patrice Konarik
$1,049.00

There are very few products at the financial institutions that bring on a feeling of insecurity more than the mention of three letters: I-R-A. What are they? How do we open them? What forms do we use? What if they ask us questions we can't answer?

Regulation E: Errors & Disputes

OnDemand
  • Recorded Wed, December 06, 2023
  • Presented by Jerod Moyer
Jerod Moyer
$279.00

This webinar will dissect the Regulation E error resolution requirements in plain English.


Deposit Operations - First Quarter Update

OnDemand
  • Recorded Tue, January 30, 2024
  • Presented by Deborah Crawford
Deborah Crawford
$299.00

The CFPB and the FDIC have made themselves clear on unfair practices. We will discuss what the 2023 changes mean to your organization.

Bi-Monthly Compliance Briefing - February

OnDemand
  • Recorded Wed, February 14, 2024
  • Presented by Carl Pry
Carl Pry
$299.00

A bi-monthly update to help you keep up with changes and deadlines in the compliance area in a quick and easy format.

Bi-Monthly Compliance Briefing - April

Upcoming
  • Tue, April 30, 2024
  • Presented by Carl Pry
Carl Pry
$299.00

A bi-monthly update to help you keep up with changes and deadlines in the compliance area in a quick and easy format.


IRA Advanced Issues - All Day Streaming

Live Stream OnDemand
  • Recorded Wed, August 16, 2023
  • Presented by Patrice Konarik
Patrice Konarik
$1,049.00

Now that many of you have a comfort level with the basics, it's time to get into the real nitty gritty of IRAs. What's the difference of moving an IRA from bank to bank and a QP to a bank? Distribution penalty exception prior to age 59.5, mandatory distributions at age 73 and payouts to IRA beneficiaries.

Advertising Compliance

OnDemand
  • Recorded Tue, August 01, 2023
  • Presented by David Dickinson
David Dickinson
$279.00

Advertising presents a unique challenge when it comes to regulatory compliance. This is due to the fact that you often have to deal with many different regulations at one time. This webinar will walk you through all the requirements that could come into play.

Bi-Monthly Compliance Briefing - June

Upcoming
  • Fri, June 07, 2024
  • Presented by Carl Pry
Carl Pry
$299.00

A bi-monthly update to help you keep up with changes and deadlines in the compliance area in a quick and easy format.

 

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