Webinars

Upcoming
Clear Filters
Done

Filter

Clear All
Webinar Type
Topics
See All
Roles
See All
Credit Types
Instructors
See All
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

Bank Ethics from the Ground Up

Upcoming
  • Tue, October 31, 2023
  • Presented by Molly Stull
Molly Stull
$279.00

Bank Ethics from the Ground Up

Upcoming
  • Tue, October 31, 2023
  • Presented by Molly Stull

Auditing, BSA, Compliance, Customer Service, Fraud, General Compliance, Human Resources, Management/Employee Development

Ethical decisions can be challenging, but it’s important to embrace ethical choices as the repercussions impact you individually as well as your financial institution. Included in this session are best practices, and requirements as well as examples of bank bribery cases.

HMDA Essentials

Upcoming
  • Tue, October 31, 2023
  • Presented by Kimberly Boatwright
Kimberly Boatwright
$279.00

HMDA Essentials

Upcoming
  • Tue, October 31, 2023
  • Presented by Kimberly Boatwright

Auditing, Commercial/Business Lending, Compliance, CRA Compliance, General Compliance, Lending Compliance, Mortgage Lending, Risk Management/Legal

The 2018 modifications to HMDA were massive, and many financial institutions are still dealing with the challenges of collecting data under the burdensome new requirements. The partial exemption provisions resulting from EGRRCPA were a blessing and a curse. Now with a key exemption being revoked by the CFPB in December of 2022, knowing what to do and how to do it has never been more important.

Endorsements A to Z

Upcoming
  • Tue, October 31, 2023
  • Presented by Deborah Crawford
Deborah Crawford
$279.00

Endorsements A to Z

Upcoming
  • Tue, October 31, 2023
  • Presented by Deborah Crawford

Compliance, Deposit Accounts, Deposit Compliance, Fraud, General Compliance, Teller, Transaction Compliance

Having an understanding of endorsements and handling checks is crucial to making sound check cashing decisions. A check is a unique type of contract where ownership can be transferred by way of the endorsement on the back of the item.

Opening New Accounts: Documentation and Compl...

Upcoming
  • Wed, November 01, 2023
  • Presented by Suzie Jones
Suzie Jones
$769.00

Opening New Accounts: Documentation and Compliance Requirements - 3 Part Series

Upcoming
  • Wed, November 01, 2023
  • Presented by Suzie Jones

BSA, Compliance, CRA Compliance, Customer Service, Deposit, Deposit Accounts, Deposit Compliance, Fraud, General Compliance, Risk Management/Legal, Teller, Transaction Compliance, Trusts

This webinar series will cover the opening of various types of accounts, including Personal and Consumer, Business, Fiduciary, Trust, Minor, and Court Ordered accounts.

Opening New Accounts Part 1: Personal and Con...

Upcoming
  • Wed, November 01, 2023
  • Presented by Suzie Jones
Suzie Jones
$279.00

Opening New Accounts Part 1: Personal and Consumer Accounts

Upcoming
  • Wed, November 01, 2023
  • Presented by Suzie Jones

Compliance, Customer Service, Deposit, Deposit Accounts, Deposit Compliance, General Compliance, Teller, Transaction Compliance

Well-trained bankers who recognize and stop attempted dishonest activity are the first line of defense in protecting a financial institution from fraudsters. Unfortunately, new account personnel are too often trained "on the job," which results in an environment of potential vulnerability and unnecessary losses for the bank. This comprehensive training focuses on providing new and experienced bankers with the knowledge and tools needed to protect the bank when opening personal and consumer accounts. 

10 Productive Excel Features for Accountants ...

Upcoming
  • Wed, November 01, 2023
  • Presented by David Ringstrom
David Ringstrom
$279.00

10 Productive Excel Features for Accountants (and 3 Timewasters)

Upcoming
  • Wed, November 01, 2023
  • Presented by David Ringstrom

Accounting/Reporting, Auditing, Computer Skills, Management/Employee Development, Reporting

In this presentation, Excel expert David H. Ringstrom, CPA, cherry-picks 10 of the best features in Excel that can make accountants more productive. He'll also share 3 common time-wasters that can frustrate accountants and heavy users of Excel. You'll learn about two key worksheet functions, the benefits of the Table feature, pivot tables for report writing, and managing information overload by filtering. Tame unwieldy workbooks by instantly unhiding all hidden worksheets, and then deploying Excel's Custom Views feature to enable you to hide/unhide multiple worksheets at once. You'll see how to build in some insurance against Excel crashes, and quickly identify duplicates within a list. David will also discuss three common timewasters/frustrations in Excel.

Opening New Accounts Part 2: Business Accounts

Upcoming
  • Thu, November 02, 2023
  • Presented by Suzie Jones
Suzie Jones
$279.00

Opening New Accounts Part 2: Business Accounts

Upcoming
  • Thu, November 02, 2023
  • Presented by Suzie Jones

BSA, Compliance, CRA Compliance, Customer Service, Deposit, Deposit Accounts, Deposit Compliance, Fraud, General Compliance, Lending Compliance, Risk Management/Legal, Sales, Teller, Transaction Compliance

Whether because of the complexity or the lack of frequency, opening business accounts seems to create the most angst for many bankers. Seminar participants gain confidence and a clear understanding of the regulatory, compliance, and overall documentation requirements for opening business accounts. With over 50 years of experience, Suzie Jones has a reputation for empowering new account representatives with the skills and tools to protect their organization while, at the same time, focusing on providing quality customer service. 

Best-Ever Compliance Checklists for Commercia...

Upcoming
  • Thu, November 02, 2023
  • Presented by Anne Lolley
Anne Lolley
$279.00

Best-Ever Compliance Checklists for Commercial Loans

Upcoming
  • Thu, November 02, 2023
  • Presented by Anne Lolley

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!

Opening New Accounts Part 3: Fiduciary, Trust...

Upcoming
  • Fri, November 03, 2023
  • Presented by Suzie Jones
Suzie Jones
$279.00

Opening New Accounts Part 3: Fiduciary, Trust, Minor, and Court Ordered Accounts

Upcoming
  • Fri, November 03, 2023
  • Presented by Suzie Jones

BSA, Compliance, CRA Compliance, Customer Service, Deposit, Deposit Accounts, Deposit Compliance, Fraud, General Compliance, Risk Management/Legal, Teller, Transaction Compliance, Trusts

An individual identifying themselves as a "fiduciary" wanting to open an account on behalf of the estate of a deceased individual, minor child, incapacitated individual, or formal trust can create much angst, mainly because the funds' owner is often absent. This two-hour webinar answers critical questions and concerns regarding documentation and compliance regulations when opening accounts for trustees, personal representatives, and fiduciaries. 

Page
 

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...