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2023 IRA Beneficiary Designations and Payouts

OnDemand
  • Recorded Thu, March 09, 2023
  • Presented by Patrice Konarik
Patrice Konarik
$279.00

As if IRA beneficiary payout options weren't confusing enough, the last 3 years have brought turmoil to the IRA world with the IRS flip-flopping on how and when beneficiaries should take death distributions after the IRA owner dies. The SECURE Act created three categories of beneficiaries to determine what payout options are available to each category. It's almost like you need a GPS to follow this crazy beneficiary distribution trail.

Security Assessments: The How & Why

OnDemand
  • Recorded Wed, April 26, 2023
  • Presented by Carol Dodgen
Carol Dodgen
$279.00

If you are responsible for the security of your bank, it is imperative that you conduct periodic security assessments. These evaluations are a vital part of your security program and will help you identify weaknesses in your facilities, your policies, and your procedures. Join us for this valuable webinar that will tell you how to conduct your assessments, how often, and what things can make your office a likely target for robbers and other criminals. We will discuss branch design features that put you and your customers at greater risk and best practices for eliminating these issues. The use of Crime Prevention Through Environmental Design (CPTED) will be discussed as well. Applying this philosophy can lead to a reduction in the fear and actual occurrence of crime and can make your office a less attractive target. Using photographs and examples to illustrate, we will look at effective uses of lighting and landscaping as well.

Manage your ACH Origination Risk

OnDemand
  • Recorded Tue, May 23, 2023
  • Presented by Kate Cole
Kate Cole
$279.00

Have you ever wondered why you do some of the things you do regarding ACH entries? Are you new to banking? Do you understand the risks around ACH Origination? If you are confused, then this class is for you!


Writing Effective SAR Narratives

OnDemand
  • Recorded Wed, September 13, 2023
  • Presented by Jamin Carlisle
Jamin Carlisle
$279.00

This session will discuss the importance of the SAR narrative and how to write narratives that tell the story in an efficient and effective way.

Managing Electronic Banking Compliance Issues

OnDemand
  • Recorded Wed, June 14, 2023
  • Presented by Jamin Carlisle
Jamin Carlisle
$279.00

Electronic banking services are an essential part of modern credit unions. Members expect their credit union to have the most current technology. This webinar will cover various electronic banking services from a compliance perspective to ensure the credit union is protecting itself and its members while also offering the services members want.

Excel Made Clear: Building Error-Free Spreads...

OnDemand
  • Recorded Mon, November 08, 2021
  • Presented by David Ringstrom
David Ringstrom
$279.00

In this valuable webcast, Excel expert David Ringstrom, CPA, shares a variety of tricks and techniques you can use to improve the accuracy of your Excel spreadsheets. To help you create spreadsheets that are free of errors, David demonstrates how to implement Excel features and functions, such as the Hide and Protect feature, the Conditional Formatting feature, the VLOOKUP function, the SUBTOTAL function, and others.


Auditing a Real Estate Loan File for Complian...

OnDemand
  • Recorded Fri, July 09, 2021
  • Presented by Dawn Kincaid
Dawn Kincaid
$279.00

We will discuss how to avoid mistakes when preparing consumer real estate loan documentation.

New Year, New CFPB: What's on the Horizon?

OnDemand
  • Recorded Thu, February 24, 2022
  • Presented by Michael Christians
Michael Christians
$279.00

Join Regulatory Compliance Counsel Michael Christians for this jam-packed session outlining those actions that the "new" CFPB has already taken and those we can look forward to in 2022.

Performing the ACH Audit

OnDemand
  • Recorded Wed, October 19, 2022
  • Presented by Kate Cole
Kate Cole
$279.00

Spend this webinar with an ACH Auditor and hear what she looks for when performing the ACH Audit and ACH Risk Assessment.

 

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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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