Compliance, Deposit Accounts
We will cover all the 2022 changes to deposit accounts and recap what needs to be done this year. We will also look at the status of pending legislation and continuing challenges facing the deposit side of the financial institution.
Compliance, Risk Management/Legal
One of the best ways to get a feel for your credit union's compliance program is to conduct compliance reviews/audits of different areas of operations.
Compliance, Lending, Risk Management/Legal
In this unique webinar, Anne Lolley will provide an overview of federal compliance laws.
BSA
This session will provide new BSA Compliance Officers with information on the laws and rules, as well as guidance on resources that can help make their jobs easier.
Accounting/Finance, Computer Skills
When you attend this live presentation, you’ll learn from Excel expert David Ringstrom, CPA, how to implement multiple techniques to create spreadsheets that are interactive, accurate, and user friendly. He demonstrates how to use a variety of Excel’s form controls and features to control the data input of other users, simplify data entry, preserve key formulas, minimize spreadsheet maintenance, and more.
Management/Employee Development
This webinar is intended to assist Call Center Managers in ensuring they have well-trained agents in the Call Center who execute their responsibilities and duties effectively, the Call Center's internal processes are top-notch and they know how to effectively use the technology.
Compliance
"Where do I even start?" is a question New Compliance Officers often ask themselves. This program will provide resources and information to help answer that question.
BSA, Compliance, Risk Management/Legal, Auditing, Operations
This 3-part series is designed as an introduction to compliance, BSA, and auditing for New Compliance Officers.
Lending
Attend this proactive webinar and gain an understanding of the often complex and confusing topic of TAXES!
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.
