Welcome to the world of IRAs. In truth, these retirement accounts can be one of the most challenging products offered. It seems like there are so many rules to follow - and they constantly change. How can we keep up?
Webinars
Deposit
Want to increase core deposits and non-interest fee income? Treasury Management is the answer! During this course, you’ll learn to identify and offer the Treasury Management services your ideal business customers need, and ways your team can collaborate to successfully sell and implement these services.
This webinar will dissect the Regulation E error resolution requirements in plain English.
Learn about the unique risk cashier's checks pose to banks and the best practices for limiting losses when processing these transactions.
This webinar series will encompass opening personal, business, trust, minor, power of attorney, estate accounts, and much more! Although not customized to specific state law, it will answer the more complicated and challenging questions customers and employees ask. Whether you are new to new accounts or have decades of experience, you will gain more confidence and be prepared to handle even the most complicated scenario!
Everything you need to know about IRAs in a four-part webinar series.
The new world of instant payments is changing what your institution needs to do to stay in compliance. Led by the Payments Professor, this session is your compass for navigating the complex world of FedNow® instant payments.
This two-hour workshop focuses on the risks, procedures, best practices, and compliance requirements for opening personal and consumer accounts.
IRA Distributions to owners and beneficiaries will make even the most seasoned IRA expert a little insecure. Just when you think you’ve got it, they change it. The last four years have produced the most substantial changes to IRAs in over 20 years. What's the latest?
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.
