Webinars

A bi-monthly update to help you keep up with changes and deadlines in the compliance area in a quick and easy format.

In order to process and administer IRA accounts correctly, it is extremely important to build a foundation of the basic knowledge and then grow your level of expertise from there. Even when you think you are almost an ‘expert’, the IRS will pass another regulation that will change the whole scope of the retirement account industry.

This program emphasizes the core skills necessary to review and analyze small business lending requests. It gives participants the financial skills and confidence to ask appropriate questions to uncover financing needs. The result is a more profitable customer relationship.

Welcome to the exciting world of banking! In this session, we will provide an overview of how financial institutions work, how money moves through the system and how your institution fits into this elaborate network.

How successful do you expect your tellers to be? How big is the gap between what you want and what they deliver on? This program will help you see how you can put coaching techniques into your leadership skills and get positive and meaningful results.

This webinar will provide a comprehensive overview to back-testing CECL models, a critical component of ensuring accuracy and regulatory compliance.

This webinar will provide several advanced tax return concepts and related analyses to help you more effectively work with your business customers.

The CFPB continues to retract many of the lawsuits and policies enacted in the last few years. So what are we focused on today? We still have a great deal going on, and it’s a good time to work with our staff to ensure compliance.

This webinar will provide market data and best practices information surrounding board compensation and compensation committee responsibilities.