Webinars

This program provides an overview of the key components of CRE appraisals and where financial professionals can find important information to assist in underwriting and understanding the sustainability of cash flow and the stability of the value of a property.

It’s time to shift our thinking when it comes to security awareness training. Yearly education and testing just doesn’t cut it in today’s cyber world. Security awareness is a topic we should have in front of our people on a much more consistent basis.

During this program we will cover all the “hot” topics for 2025. Learn everything you need to update your operations area.

Financial statements and tax returns can be prepared on a cash or accrual basis. The difference in the two accounting methods is vast. Both methods have their advantages and disadvantages. Unfortunately, financial institution professionals often do not have a say in the type of accounting method the client will present to them.

This two-hour webinar focuses on the risks, procedures, best practices, and compliance requirements for opening personal and consumer accounts.

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!

This two-hour webinar examines not only the documentation requirements on business entities available in most states but also provides clarity on how to identify who has the authority to open and transact on behalf of the entity.

This two-hour webinar delves into the responsibilities of collecting appropriate documentation, providing ownership options, titling accounts correctly, and allowing proper access to trust, fiduciary, and minor accounts not only during lifetime but at the death of a signer as well.

Developing strong risk assessments for all key areas of a financial institution is crucial. This webinar will guide you through the characteristics of strong risk assessments, helping you develop an enterprise-wide process that is practical, sustainable, and easy to understand.