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Navigating the FedNow® Rules and Regulatory C...

OnDemand
  • Recorded Thu, April 25, 2024
  • Presented by Kevin Olsen
Kevin Olsen
$299.00

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.

FCRA Compliance: e-OSCAR and Metro2

OnDemand
  • Recorded Wed, October 23, 2024
  • Presented by Matthew Urban
Matthew Urban
$299.00

This informative webinar will cover the basics of proper credit reporting and how best to respond to consumer credit reporting disputes.

Opening New Accounts: 3 Part Series

OnDemand
  • Recorded Thu, May 02, 2024
  • Presented by Matthew Dickinson
Matthew Dickinson
$829.00

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!


Opening New Accounts Part I: Consumer Accounts

OnDemand
  • Recorded Mon, October 28, 2024
  • Presented by Matthew Dickinson
Matthew Dickinson
$299.00

This two-hour workshop focuses on the risks, procedures, best practices, and compliance requirements for opening personal and consumer accounts.

Overdrafts - Compliance and Risk Management E...

OnDemand
  • Recorded Thu, February 15, 2024
  • Presented by Carl Pry
Carl Pry
$299.00

Join us for a crucial and timely discussion on the ever-changing landscape of overdraft programs. Discover the latest regulatory expectations and how financial institutions are adapting. Don't miss this opportunity to learn about the future of overdraft program management and stay ahead of the game.

IRAs From Start to Finish - Part 3: Distribut...

OnDemand
  • Recorded Thu, October 10, 2024
  • Presented by Patrice Konarik
Patrice Konarik
$299.00

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?


Do’s and Don’ts on Checks

OnDemand
  • Recorded Tue, July 30, 2024
  • Presented by Deborah Crawford
Deborah Crawford
$299.00

Why do we make handling checks so hard? These simple do's and don'ts will keep your financial institution from losing money and creating chaos in the back office.

CTRs: Line-by-Line

OnDemand
  • Recorded Tue, November 28, 2023
  • Presented by Deborah Crawford
Deborah Crawford
$279.00

The webinar will go line by line through the CTR.

Courageous Conversations

OnDemand
  • Recorded Fri, December 01, 2023
  • Presented by Karen Butcher
Karen Butcher
$279.00

Have you ever avoided a tough conversation because you don’t like conflict? Congratulations, you are among friends. Most people don’t jump out of bed in the morning thinking, “I hope I get into some conflict today!” Yet, many leaders avoid tough conversations for multiple reasons, generally boiling down to fear. Fear of the person’s reaction, hurting feelings, being taken advantage of, or the desire to be liked can get in the way of curious communication.

 

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