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Call Report Preparation - 2 Day Streaming

Upcoming
  • Thu, September 10, 2026
  • Presented by Andrea Lambert
  • Live Stream
$1,679.00
Your Blueprint for Call Report Mastery: Stay Ahead, Compliant and Confident Make the Most of Your Training - We want you to succeed! Bring your recent Call Report or print a blank FFIEC form for your institution to follow along. This hands-on approach ensures you leave with not just knowledge but the confidence to apply it effectively.

Teller Training - 4 Part Series

Upcoming

Beginner Friendly

  • Thu, September 10, 2026
  • Presented by Leslie Nicely, Deborah Crawford
  • Webinar
$1,129.00
Need help with training head tellers? This series is for you. We will tell you the why behind many of the things we do at the teller line. Many head tellers are teaching the next generation of tellers who will go on to manage our financial institutions in the future. You will learn the importance of cash handling, the legal issues behind checks, how to place holds, and many security and fraud procedures. Learn how to stay in compliance, minimize fraud and help new tellers at their jobs. This program will complete training requirements for: BSA, Regulation CC, and Security. You will receive Certificates of Attendance, a recording of all sessions, and a Teller Handbook.

Teller Training - Part 4 - Security

Upcoming

Beginner Friendly

  • Thu, September 10, 2026
  • Presented by Leslie Nicely
  • Webinar
$299.00
Need help with training head tellers? This series is for you. We will tell you the why behind many of the things we do at the teller line. Many head tellers are teaching the next generation of tellers who will go on to manage our financial institutions in the future. You will learn the importance of cash handling, the legal issues behind checks, how to place holds, and many security and fraud procedures. Learn how to stay in compliance, minimize fraud and help new tellers at their jobs. This program will complete training requirements for: BSA, Regulation CC, and Security. You will receive Certificates of Attendance, a recording of all sessions, and a Teller Handbook.

Consumer Lending Underwriting 101

Upcoming
  • Thu, September 10, 2026
  • Presented by Jeffery Johnson
  • Webinar
$299.00

Proper analysis of consumer loan requests is more important today than any time in the history of banking because of the impact of macro-economic influences including: rising interest rates, fuel costs, unemployment rates and personal bankruptcies.

For this reason and the need for banks to continue growing the consumer loan portfolio safely, it is important for bankers to adjust their lending practices to insure the next consumer applicant is not becoming overextended and unable to meet their obligations.

Opening New Accounts - 3 Part Series

Upcoming

Beginner Friendly

  • Mon, September 14, 2026
  • Presented by Matthew Dickinson
  • Webinar
$829.00

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!

Opening New Accounts Part 1: Consumer Accounts

Upcoming
  • Mon, September 14, 2026
  • Presented by Matthew Dickinson
  • Webinar
$299.00

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

Suspicious Activity Report Writing

Upcoming
  • Mon, September 14, 2026
  • Presented by Bob Simpson
  • Webinar
$299.00
Want to become a SAR Star? By the end of the course, you'll have a repeatable process for producing high-quality SARs quickly and confidently. Your corner office will appreciate the quality and the Feds will appreciate the clarity.

Locked Out, Held Hostage, Robbed: Nothing Else Matters When You Are Breached

Upcoming
  • Mon, September 14, 2026
  • Presented by Elizabeth Eurgubian
  • Webinar
$299.00

Cyberattacks on financial institutions are a growing concern—not just for institutions themselves, but for federal regulators as well. This session explores the evolving cybersecurity threats facing financial institutions and third-party vendors and offers practical steps to strengthen defenses. Financial institutions will gain insight into how federal regulators gather intelligence on cyber threats, how that information is shared with industry, and the existing gaps in communication and security.

The Law of the Lid: Why Leadership Determines a Bank’s Growth

Upcoming
  • Tue, September 15, 2026
  • Presented by Skip Willcox
  • Webinar
$299.00
A lending team’s production rarely exceeds the leadership capacity of its managers. This webinar explores how leadership effectiveness sets the ceiling for team performance and provides practical ways for originators and managers to raise their leadership lid and unlock higher production from those around them.
 

Fulfill your credit union training needs with webinars

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.

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