Collections, Compliance, Risk Management/Legal
The Right of Setoff is a complicated, but very effective, tool for collecting debts owed to a bank. Learn the best practices and dangers that can arise when using the power.
Accounting/Reporting, Auditing
This bundle contains 8 of our Bank Accounting webinars at a discounted price of $1695 (a $2,098 value)!
Auditing, Compliance, Information Technology/Security, Technology/Security
There is a big misconception that an IT examination is a technical security assessment focused solely on computer systems, the network, and logical controls. While the technological components and the IT department are most definitely included in the examination, it doesn’t start and end there.
Compliance, Lending, Risk Management/Legal
Don't let compliance traps trick you - discover the best practices for business-entity documentation, underwriting documents, guarantors, and security interests to ensure your success!
Auditing, Commercial/Business Lending, Lending
After completing this course, the analyst will have a better understanding of why we calculate financial and credit ratios in certain ways rather than just relying upon following financial formulas to determine a financial result.
Customer Service, Deposit Accounts, General Compliance, Information Technology/Security, Management/Employee Development
Call Centers create a competitive advantage for organizations that learn to create them well| whether there are two or two hundred people answering calls. In most instances, calls are answered by automated voice response system (AVRS) allowing the caller to participate in determining where they need to be routed. This streamlines the process, routing the person to the agent best suited to assist the caller. While this process makes sense for the business, do callers become frustrated with being stuck in an endless loop of options to choose from so that when an agent comes on the line they are met by a frustrated caller?
Compliance, Deposit, Deposit Accounts, Deposit Compliance, General Compliance
During this webinar we will bring you up to speed on all the new intricacies with Limited Liability Companies (LLC).
Management/Employee Development, Risk Management/Legal
The webinar provides attendees with the do's and don'ts of being a Notary Public.
Compliance, Transaction Compliance
Do you understand what an ACH Exception is and the requirements around them? Many exceptions are rare, and you may find yourself second guessing what you should do. Gain a better understanding of exception processing from returns to notifications, of changes to DNE, and more.
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.
