Webinars

There are many types of business accounts with many different ways to do business at banking today. It can be challenging to determine who is authorized to open, close, and transact business when dealing with so many business entities.

The FATCA rules affecting foreign financial institutions also affects US financial institutions and your job as a withholding agent. During this program, we will do a line-by-line review of the forms and the subsequent tax reporting to the IRS.

It's 2022 and your examiners are due at your financial institution next month. Will your bank pass the test?

As we begin a new year, it’s safe to assume that last year’s goals won’t produce the results you want for this year. There is no better time to exercise your leadership muscles, grow a healthier team, and achieve your best year yet!

This program will ramp up your leadership skills and address critical supervisory issues necessary to becoming an excellent team leader.

What do you do when you were once a teammate and now you supervise the team? How do you juggle staffing, customer service, and pressing deadlines? Address your critical supervisory issues and become an extraordinary supervisor.

If you are new to operations or just want to confirm you really understand ACH, then this class is for you.

Are you prepared for an active shooter event at your bank? Do you and your fellow employees know what to do if it happens? Don't leave these questions to chance. Attend this webinar to find out what you need to know to prevent and survive an act of violence.

Being an Information Security Officer is a big responsibility in today’s world of cyber threats and data breaches. This presentation is for those who are new to the role or have been the ISO for some time but want to review what is expected and how to be successful. As the ISO, part of your responsibility is building and maintaining the Information Security Program.