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IRAs

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IRA Part 2

OnDemand
  • Recorded Tue, September 29, 2026
  • Presented by Patrice Konarik
  • Webinar
$299.00

You might think you know the difference between an IRA Rollover vs. an IRA Transfer vs. a QP Direct and Indirect Rollover. But the “rollover” and “transfer” words are two of the most misused and abused terms in the IRA world. Not knowing the difference leads to misreporting to the IRS, which can result in unnecessary letters and bills to the customers.

IRA Part 1

OnDemand
  • Recorded Wed, September 16, 2026
  • Presented by Patrice Konarik
  • Webinar
$299.00

Welcome to the world of IRAs. To be honest, these retirement accounts can be one of the most challenging products offered by the financial institution. There are so many rules to follow, and they constantly change. How can we keep up?

Masterful Time Management

OnDemand

Beginner Friendly

  • Recorded Tue, August 25, 2026
  • Presented by Philip Vassallo
  • Webinar
$299.00
Attending Masterful Time Management will give you the knowledge to understand the traps that compromise efficiency and the skills to develop an excellent plan leading to a productive personal and professional life.

2026 Annual IRA 2-Day Streaming

OnDemand
  • Recorded Wed, August 12, 2026
  • Presented by Patrice Konarik
  • Live Stream
$1,679.00
Mastering IRA administration starts with a back‑to‑basics approach—building a solid foundation before navigating the complexities of account management. Because regulations shift frequently, even seasoned professionals must regularly revisit essential principles to stay current and avoid the costly IRS notifications or tax consequences that stem from improper reporting. This session bridges that gap, progressing from foundational knowledge to advanced topics, including a detailed look at the latest payout options for IRA beneficiaries.

Part 2 IRAs: Beyond the Basics: All-Day Streaming

OnDemand
  • Recorded Wed, August 12, 2026
  • Presented by Patrice Konarik
  • Live Stream
$849.00
Once you have a solid grasp of the essential principles of IRA administration, it is important to progress to the more complex elements involved in managing these accounts. Navigating advanced IRA topics is critical, as improper handling or reporting of transactions can lead to IRS notifications and potential tax consequences for account holders. This session will also provide a detailed overview of payout options available to IRA beneficiaries, reflecting the updated regulations implemented last year.

Data Storytelling & AI: Turning Analytics Into Action for Financial Institutions

OnDemand
  • Recorded Tue, August 11, 2026
  • Presented by Driti Bafna
  • Webinar
$299.00
This webinar shows how banks and credit unions can turn complex analytics into clear, compelling stories that drive better decisions across the organization. Attendees will learn how AI and data storytelling work together to transform raw data into actionable insights leaders and teams can confidently use.

Part 1 IRAs: The Basic Essentials: All-Day Streaming

OnDemand
  • Recorded Tue, August 11, 2026
  • Presented by Patrice Konarik
  • Live Stream
$849.00
The only way to truly understand IRAs is to start at the beginning and build up your knowledge and expertise from there. Because IRAs change frequently, it is essential for everyone, regardless of their experience level, to revisit the basics regularly. This approach ensures a strong foundation and helps professionals stay current with new developments and regulations.

Unclaimed Property Compliance for Financial Institutions

OnDemand
  • Recorded Fri, July 17, 2026
  • Presented by Tom Baldwin, Grant Faustino, Brian Abbey
  • Webinar
$299.00
Explore the key unclaimed property compliance challenges facing financial institutions, including reporting requirements, organizational risk areas, and recent legislative developments, and gain practical strategies to strengthen reporting processes and reduce risk.

CECL Sensitivity Testing: From Forecast Shocks to Meaningful Reserve Insights

OnDemand
  • Recorded Fri, July 10, 2026
  • Presented by Justin Umscheid
  • Webinar
$299.00
This webinar focuses on practical CECL sensitivity testing techniques to help financial institutions understand how their models respond to changing economic forecasts. Attendees will learn how to select meaningful forecast adjustments and clearly interpret the resulting impact on the ECL reserve for stronger audit and regulatory support.
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