Webinars

Upcoming
Clear Filters
Done

Filter

Clear All
Webinar Type

Topics

Roles

Credit Types

Instructors

Format
Upcoming

72 results

Sort by Closest Start Date
  • Closest Start Date
  • Best Selling
  • Price: High to Low
  • Price: Low to High
  • Alphabetical: A-Z

Managing Your Managed Service Provider – 12 Q...

Upcoming
  • Mon, October 23, 2023
  • Presented by John Helland
John Helland
$279.00

Managing Your Managed Service Provider – 12 Questions to Ask Your MSP

Upcoming
  • Mon, October 23, 2023
  • Presented by John Helland

Compliance, General Compliance, Information Technology/Security, Risk Management/Legal, Technology/Security

Many organizations leverage a Managed Service Provider (MSP) to manage their IT infrastructure, often providing more expertise while saving some cost. But when it comes to protecting data, the term “cybersecurity” can mean different things to different organizations.

Opening Accounts for Non-Resident Aliens

Upcoming
  • Tue, October 24, 2023
  • Presented by Deborah Crawford
Deborah Crawford
$279.00

Opening Accounts for Non-Resident Aliens

Upcoming
  • Tue, October 24, 2023
  • Presented by Deborah Crawford

Compliance, Computer Skills, Deposit Accounts, Risk Management/Legal

It has always been challenging to open accounts for non-resident aliens and to identify the person we are doing business with. Since the USA PATRIOT Act, Customer Identification Program (CIP) law passed and opening these accounts and covering the required documentation and identification bases makes dealing with these accounts more challenging than ever. This issue is also a Bank Secrecy Act exam "hot spot" with the regulators, as nonresident alien accounts are considered to be high risk.

Update on Banking Marijuana - It's All About ...

Upcoming
  • Tue, October 24, 2023
  • Presented by Deborah Crawford
Deborah Crawford
$279.00

Update on Banking Marijuana - It's All About the Money!

Upcoming
  • Tue, October 24, 2023
  • Presented by Deborah Crawford

BSA, Commercial/Business Lending, Compliance, Deposit, Deposit Accounts, Deposit Compliance, General Compliance, Lending Compliance, Risk Management/Legal

What is hemp? What is marijuana? What are the rules on either one? How are banks moving money and handling transactions for both.


IRAs Part 4 - Auditing Your IRA Files 2023

Upcoming
  • Wed, October 25, 2023
  • Presented by Patrice Konarik
Patrice Konarik
$279.00

IRAs Part 4 - Auditing Your IRA Files 2023

Upcoming
  • Wed, October 25, 2023
  • Presented by Patrice Konarik

Accounting/Reporting, Auditing, Compliance, Customer Service, Deposit, IRAs, Reporting, Teller, Trusts

The least favorite part of any auditor's job is to go through old, musty IRA files to see if the bank is in compliance and has all the customer information it needs. Many times when files are scanned in for imaging purposes, they are not checked first, resulting in a lot of 'junk' in the electronic IRA customer files.

Workplace Violence: What You Don't Know CAN H...

Upcoming
  • Wed, October 25, 2023
  • Presented by Carol Dodgen
Carol Dodgen
$279.00

Workplace Violence: What You Don't Know CAN Hurt You

Upcoming
  • Wed, October 25, 2023
  • Presented by Carol Dodgen

Human Resources, Management/Employee Development, Risk Management/Legal

If you are the human resources professional in your institution, this timely session is for you. We will discuss violence prevention, red flags, counseling and defusing, handling disciplinary actions and terminations, and policies and procedures for prevention and response. You can't afford to miss this!

Dealing with Insiders: Regulations O and W

Upcoming
  • Thu, October 26, 2023
  • Presented by Carl Pry
Carl Pry
$279.00

Dealing with Insiders: Regulations O and W

Upcoming
  • Thu, October 26, 2023
  • Presented by Carl Pry

Auditing, Compliance, CRA Compliance, Fraud, General Compliance, Lending Compliance, Reporting, Risk Management/Legal

Many banks appoint a “Reg. O and W” Officer to monitor all these activities and assure compliance. In this webinar, we’ll detail the many requirements of Regs. O and W and provide tips to assure effective compliance management practices. We’ll talk about who the bank’s insiders and affiliates are and how to manage the many requirements.


Alert! Federal and State Regulators Release U...

Upcoming
  • Thu, October 26, 2023
  • Presented by Deborah Crawford
Deborah Crawford
$279.00

Leading an Exceptional Team - What It Takes!

Upcoming
  • Fri, October 27, 2023
  • Presented by Vicki Kraai
Vicki Kraai
$279.00

Leading an Exceptional Team - What It Takes!

Upcoming
  • Fri, October 27, 2023
  • Presented by Vicki Kraai

Customer Service, Management/Employee Development

Leading an exceptional team is every manager's goal, right? Unless the manager is burned out, burned up, or not well prepared.

CRE Lending: Property Types, Lease Structures...

Upcoming
  • Mon, October 30, 2023
  • Presented by Richard Hamm
Richard Hamm
$279.00

CRE Lending: Property Types, Lease Structures and Other Non-Financial Risks

Upcoming
  • Mon, October 30, 2023
  • Presented by Richard Hamm

Commercial/Business Lending, Lending, Mortgage Lending

As banks continue to deal directly with CRE loans as a major portion of their loan portfolios, plus indirectly through income-producing or rental real estate holdings that affect customers, it is important to “get beyond the numbers” and assess the qualitative or non-financial factors that influence CRE performance over time.

 

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.

Loading...