This webinar will cover the basics of how to craft an effective commercial loan write-up. The session will also cover additional important loan write-up items including assessing the company’s strategic plan: “marketing, financing, and management.” Also, the “risk assessment and mitigation” section will be used to summarize the loan presentation.
Webinars
Upcoming
During this class, we will take the core document from the deposit/share accounts handbook and set up a working document so that you can tailor your procedures into the framework we will provide.
Unlock the power of “Active Listening” with this fun, 90-minute webinar designed for leaders who want to boost their communication skills at work.
This webinar focuses on the deposit and loan issues that arise when a customer dies.
The past few years have seen significant developments in real estate appraisals and evaluation rules and regulations. Revised Interagency Guidelines, rules under Reg Z, additional requirements finalized due to Dodd-Frank, and changed thresholds have proposed some additional exceptions from the requirements. Do you know all the requirements?
This program provides an overview of the key components of CRE appraisals and where financial professionals can find important information to assist in underwriting and understanding the sustainability of cash flow and the stability of the value of a property.
It’s time to shift our thinking when it comes to security awareness training. Yearly education and testing just doesn’t cut it in today’s cyber world. Security awareness is a topic we should have in front of our people on a much more consistent basis.
During this program we will cover all the “hot” topics for 2025. Learn everything you need to update your operations area.
Financial statements and tax returns can be prepared on a cash or accrual basis. The difference in the two accounting methods is vast. Both methods have their advantages and disadvantages. Unfortunately, financial institution professionals often do not have a say in the type of accounting method the client will present to them.
Fulfill your credit union training needs with webinars
We offer over 100+ webinars per year for credit unions and 300+ webinars for banks covering topics such as compliance, employee development, coaching, BSA/AML, lending, TRID, as well as trending hot topics like pandemic preparedness, the Cares Act, regulation updates and much more! Delivered by respected financial services industry experts, our webinars are timely, relevant and always engaging.
