Webinars

Every organization is trying to figure out how to attract and retain the right talent. In this session, you will learn how succession planning fits into your Talent Management Program. You will also obtain strategies and ideas on how to integrate your Talent Management Program with your company’s Strategic Plan.

The energy sector is strong again and so is the market for oil and gas lenders.

This webinar will walk you through the compliance maze related to Ability to Repay, Qualified Mortgage, High-Cost, and Higher-Priced Mortgage Loans.

Are you creating your first ERM Program for your credit union? Do you want to ensure your current program is complete, yet keep it simple? If yes to either question, this webinar is for you!

Can you trust that the opportunities in your sales team’s pipeline are real? The pipeline should be an accurate indicator of future revenue, but more often than not, it is nothing more than a wish list or a pipe dream.

Your institution is unique so your strategic plan should be as well. The environment for community financial institutions has changed drastically in the past 5 years – especially in the aftermath of the Pandemic, new and emerging technologies, evolving consumer preferences, market shifts, and the recent bank failures. Therefore, your Strategic Plan must be a fluid document. The industry is impacted by many more forces, challenges, new competitors, and uncertainty is leading the way. At the same time, these challenges may also present more opportunities than ever before. These drivers highlight the need for every financial institution to design a living, breathing, strategic plan to thrive and grow.

Federal regulators require institutions to maintain Emergency Preparedness Plans, such as Business Continuity, Disaster Recovery, and Pandemic Preparedness. These plans ensure continuity of the institution in the unlikely event a significant incident or disaster occurs. The consequences to a financial institution can be severe if proper disaster recovery and business continuity planning does not occur and continuity of business fails.

This unique new training program gives your consumer lending-focused employees the tools they need to verify key client information, understand consumer regulations, underwrite the loan, and follow up to minimize fraud. The program emphasizes the competencies needed to review and analyze consumer lending requests.

This presentation teaches you how to create resilient and easy-to-maintain budget spreadsheets. It will contrast assigning names to cells, which simplifies both formula writing and review. It will also cover spreadsheet navigation with the Table features, which offers similar benefits. You’ll learn how the Use In Formula command streamlines formula writing, and how the VLOOKUP, XLOOKUP, and SUMIF functions minimize formula maintenance.