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Lending

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Opening Business Accounts

OnDemand
  • Recorded Tue, July 13, 2021
  • Presented by Deborah Crawford
Deborah Crawford
$279.00

Opening Business Accounts

OnDemand
  • Recorded Tue, July 13, 2021
  • Presented by Deborah Crawford

BSA, Compliance, Deposit Accounts, Lending, Management/Employee Development

There are many types of business accounts with many different ways to do business at banking today. It can be challenging to determine who is authorized to open, close and transact business when dealing with so many business entities.

Basic Personal & Business Tax Return Analysis

OnDemand
  • Recorded Mon, August 09, 2021
  • Presented by David Osburn
David Osburn
$279.00

Basic Personal & Business Tax Return Analysis

OnDemand
  • Recorded Mon, August 09, 2021
  • Presented by David Osburn

Lending

Attend this proactive webinar and gain an understanding of the often complex and confusing topic of TAXES!

Best-Ever Compliance Checklist for Consumer L...

OnDemand
  • Recorded Thu, January 27, 2022
  • Presented by Anne Lolley
Anne Lolley
$279.00

Best-Ever Compliance Checklist for Consumer Loans

OnDemand
  • Recorded Thu, January 27, 2022
  • Presented by Anne Lolley

Compliance, Lending, Risk Management/Legal

It's so difficult to remember all the compliance details when processing consumer loans! In this webinar, Anne will provide credit unions with user-friendly compliance checklists designed to lead lenders and processors through those consumer-loan compliance requirements.


Intro to Member Business Lending

OnDemand
  • Recorded Wed, April 07, 2021
  • Presented by David Osburn
David Osburn
$279.00

Intro to Member Business Lending

OnDemand
  • Recorded Wed, April 07, 2021
  • Presented by David Osburn

Lending

This webinar covers the basics of Member Business Lending (commercial lending). The training session will begin with a brief overview of “conventional” commercial lending versus SBA lending products.

Engage Your Audience with Ease: Basic PowerPo...

OnDemand
  • Recorded Wed, April 05, 2023
  • Presented by Heather Legge
Heather Legge
$279.00

Engage Your Audience with Ease: Basic PowerPoint Tips and Tricks

OnDemand
  • Recorded Wed, April 05, 2023
  • Presented by Heather Legge

Accounting/Reporting, Commercial/Business Lending, Computer Skills, Lending, Management/Employee Development, Reporting, Trusts

Great slideshows don't need to take a lot of time and effort! Learn some essential PowerPoint tips and tricks to help you effectively present any type of information to every type of audience with more ease.

Demystifying Trusts: A Guide to Establishing ...

OnDemand
  • Recorded Thu, April 20, 2023
  • Presented by Terri D. Thomas
Terri D. Thomas
$279.00

Demystifying Trusts: A Guide to Establishing Deposit Account and Loans

OnDemand
  • Recorded Thu, April 20, 2023
  • Presented by Terri D. Thomas

Compliance, Customer Service, Deposit, Deposit Accounts, Lending, Trusts

This webinar will provide attendees with information on doing business with trusts, including the best practices in establishing deposit account and loan relationships.


New QM Standards Under the Truth in Lending Act

OnDemand
  • Recorded Tue, May 04, 2021
  • Presented by Michael Christians
Michael Christians
$279.00

New QM Standards Under the Truth in Lending Act

OnDemand
  • Recorded Tue, May 04, 2021
  • Presented by Michael Christians

Compliance, Lending

On December 10th, the Consumer Financial Protection Bureau (CFPB) issued two final rules that make significant changes to Regulation Z's ability to repay requirements. With an effective date of July 1st, financial institutions need to start preparing now for these changes.

Opening Accounts for Nonresident Aliens

OnDemand
  • Recorded Tue, May 25, 2021
  • Presented by Deborah Crawford
Deborah Crawford
$279.00

Opening Accounts for Nonresident Aliens

OnDemand
  • Recorded Tue, May 25, 2021
  • Presented by Deborah Crawford

Deposit Accounts, Lending, Management/Employee Development, Risk Management/Legal, Teller

This session will address the following questions about procedures and your bank: What does the law say about identifying nonresident aliens? What type of identification is being used around the country to open accounts? What are the proper procedures for W-8 reporting? What role does Office of Foreign Assets and Control (OFAC) play in your new accounts procedures?

Best-Ever Compliance Checklist for Consumer L...

OnDemand
  • Recorded Thu, June 24, 2021
  • Presented by Anne Lolley
Anne Lolley
$279.00

Best-Ever Compliance Checklist for Consumer Loans

OnDemand
  • Recorded Thu, June 24, 2021
  • Presented by Anne Lolley

Compliance, Lending, Risk Management/Legal

It's so difficult to remember all the compliance details when processing consumer loans! In this webinar, Anne will provide credit unions with user-friendly compliance checklists designed to lead lenders and processors through those consumer-loan compliance requirements.

 

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.

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