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The Secrets to Regulatory Reporting in RC-R - Part 2

Upcoming
  • Wed, September 02, 2026
  • Presented by Andrea Lambert
  • Workshop
$450.00

Take the confusion out of capital ratios with this focused, two‑part webinar series designed to help you confidently navigate Schedule RC‑R and improve the accuracy of your Call Report reporting.

Teller Training - Part 3 - Reg CC

Upcoming

Beginner Friendly

  • Thu, September 03, 2026
  • Presented by Deborah Crawford
  • Webinar
$299.00
Need help with training head tellers? This series is for you. We will tell you the why behind many of the things we do at the teller line. Many head tellers are teaching the next generation of tellers who will go on to manage our financial institutions in the future. You will learn the importance of cash handling, the legal issues behind checks, how to place holds, and many security and fraud procedures. Learn how to stay in compliance, minimize fraud and help new tellers at their jobs. This program will complete training requirements for: BSA, Regulation CC, and Security. You will receive Certificates of Attendance, a recording of all sessions, and a Teller Handbook.

Excel Explained: Introduction to Spreadsheets Workshop part 2

Upcoming

Beginner Friendly

  • Thu, September 03, 2026
  • Presented by David Ringstrom
  • Workshop
$450.00
Part 2 builds on foundational skills with practical techniques that improve accuracy, efficiency, and workbook control. This interactive session focuses on working smarter with formulas, managing worksheets, and producing clean, professional output.

The Power of Storytelling

Upcoming

Beginner Friendly

  • Thu, September 03, 2026
  • Presented by Philip Vassallo
  • Webinar
$299.00
Gain insights into the craft of storytelling and discover the types of stories that move people to empower yourself in cultivating this invaluable skill to your communication toolkit.

CRE Lending Training Program

Upcoming
  • Fri, September 04, 2026
  • Presented by Tom Carlin
  • Training Program
$1,850.00
The CRE Lending Training Program provides you with a basic understanding of commercial real estate lending concepts and techniques. Participants will learn a number of objectives throughout the program, such as how to recognize the risks inherent in all areas of real estate lending, how to evaluate real estate loan repayment sources, how to construct a basic income property cash flow, and how to understand basic appraisal concepts, just to name a few.

What’s Happening on the Regulatory Front and Why Financial Institutions Should Care

Upcoming
  • Fri, September 04, 2026
  • Presented by Elizabeth Eurgubian
  • Webinar
$299.00

The regulatory landscape for financial institutions is evolving rapidly, shaped by shifting priorities in Washington, changing supervisory expectations, emerging risks, and innovations. This webinar will discuss these shifts, how leaders can stay informed, and what institutions can do to develop strategies for growth and success in the changing environment. Attendees will leave with a clearer view of the regulatory direction and actionable insights to ensure they are prepared.

Sharpen Your Relationship Building Skills

Upcoming

Beginner Friendly

  • Tue, September 08, 2026
  • Presented by Alex Cole-Murphy
  • Webinar
$299.00
This webinar will help RMs and lenders create greater demand for their products and services by helping them engage and gain insights from their prospects.

Dealing with Artificial Intelligence in Banking

Upcoming

Beginner Friendly

  • Tue, September 08, 2026
  • Presented by Carl Pry
  • Webinar
$299.00
Examination of where AI is becoming mainstream in the financial services industry, including a discussion of pros and cons, as well as risks to be monitored. Practical discussion of what to do about it, and how to responsibly incorporate AI into our daily banking lives.

Small Business Lending Training Program

Upcoming
  • Tue, September 08, 2026
  • Presented by Tom Carlin
  • Training Program
$1,850.00
The Small Business Lending Program’s main goal is to provide the core skills necessary to review and analyze small business lending requests by giving participants the financial skills and confidence to ask appropriate questions to uncover financing needs.
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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.

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