Accounting/Reporting, Auditing, Compliance, Customer Service, Deposit, Deposit Accounts, IRAs, Reporting, Teller, Trusts
Everything you need to know about IRAs in a four-part webinar series.
Compliance, Human Resources
This webinar will provide market data and best practices information surrounding board compensation and compensation committee responsibilities.
Compliance, Risk Management/Legal
Are you ready to tackle the complexities of power of attorney documents with confidence? This session will equip you with the knowledge & insights you need to navigate even the most challenging situations with ease. This webinar does not examine the laws of any particular state.
Customer Service, Deposit Accounts, Management/Employee Development
This program is an A-Z on account ownership and documentation.
Compliance, Lending
In this unique webinar, Anne Lolley will provide an overview of federal compliance laws. This is a great training tool for newer lenders and processors, and the webinar will help even experienced bankers understand the source of the various requirements.
Auditing, Compliance, Customer Service, Deposit, Deposit Accounts, IRAs, Reporting, Teller, Trusts
Two of the most misused and abused words in the IRA world are "Rollover" and "Transfer" when moving money from IRA to IRA and from a Qualified Employer Plan to an IRA. While you may think the words are interchangeable, how these movements are reported to the IRS is as different as night and day.
Accounting/Reporting, Auditing, BSA, Collections, Commercial/Business Lending, Compliance, Computer Skills, CRA Compliance, Customer Service, Deposit, Deposit Accounts, Deposit Compliance, Fraud, General Compliance, Human Resources, Information Technology/Security, IRAs, Lending, Lending Compliance, Management/Employee Development, Mortgage Lending, Reporting, Risk Management/Legal, Safe Deposit, Sales, Technology/Security, Teller, Transaction Compliance, Trusts
In this course, we’ll discuss the key elements in building a comprehensive and effective security awareness program, and help you start to understand what it means to build a security-first culture.
Compliance, Customer Service, Deposit, Lending, Trusts
This webinar will provide attendees with information on doing business with trusts, including the best practices in establishing deposit account and loan relationships.
Accounting/Reporting, Auditing, Lending, Reporting
Loan information on the Call Report provides critical information for bank management and regulators. The rules for coding loans reported on Schedule RC-C dictate how loans are to be reported on all loan schedules in the Call Report, including the income statement, charge-offs and recoveries, averages, past due loans and non-accrual loans.
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.
