Webinars

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

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

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.

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.

So you think you know the difference between an IRA Rollover vs. IRA Transfer vs. QP Direct and Indirect Rollover? The “rollover” and “transfer” words are two of the most misused and abused terms in the IRA world. Not knowing the difference leads to misreporting to the IRS - which can result in unnecessary letters and bills to the customers.

If you are asking your customer, “Are you a US citizen?” at account opening, you might be asking the wrong question. A better question is, “Are you a US Person?”

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.

The webinar will go line by line through the CTR.

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!