Webinars

Attend this proactive webinar and gain an understanding of the new One Big Beautiful Bill (OBBB) tax update and its impact on both businesses and individuals. The webinar will assist the lender in keeping up on these changes in the tax code and their influence on the institution’s consumer, mortgage, and commercial borrowers.

How sound is your commercial lending training program and how do you manage it? This unique training program will equip your lenders with the comprehensive credit skills they need to analyze a commercial lending request and prepare a highly effective credit write-up. The program emphasizes the competencies needed to identify, interpret, and analyze risk.

The Audit Committee serves as the compliance oversight function of the entire board. In this session, we will review the responsibilities of the Audit Committee. We will provide a sample charter and identify the key reports this committee must regularly review to effectively manage their role.

Great trainers don’t just deliver content – they inspire and engage. Presenters who command the room make an IMPACT!

This workshop is designed for bankers seeking to learn and gain an understanding of accounting for a Bank’s primary sources of interest income - The loan portfolio and investment securities.

Open banking is being called the future of banking, the new banking ecosystem, and the way forward for consumer banking. Healthcare moved to a portable health record as part of HIPAA, and now the banking sector is following suit. What exactly is open banking and how can an institution get alignment with this new strategy? How are third parties authorized to receive an accountholder’s data?

There are three phases to creating an Information Security Program (ISP) for any organization: 1) planning and preparation, 2) implementation, and 3) testing and verification.

During this program, we will explore the consequences of Bank Secrecy Act compliance failures and how smaller institutions can learn from recent consent orders.

This fast-paced interactive workshop will allow short periods for you to apply the techniques hands-on. Participants will enter virtual breakout rooms to work through Excel examples together with David's assistance. David will be answering questions throughout the sessions. Live attendance is a must to get the most out of this engaging training opportunity. Breakout rooms will not be recorded. Space is limited, so register today!