Webinars

What would happen if you were called upon to give a deposition in court on a signature card for an account you opened thirteen years ago at an institution for which you no longer worked? What would you say when an attorney asked you to remember the customer’s intentions when you opened that account?

Getting started in compliance can be a daunting endeavor. Where to even start? What are the laws, regulations, and guidance that applies to the world of banking? Where can I find all this information to better help me do my job?

This webinar provides participants with the federal rules that are applicable when processing garnishments on deposit accounts receiving federal benefit payments.

Learn the basics of evaluating tax returns and personal financial statements in this 90-minute webinar.

This webinar will look at hot spot areas related to TRID. Learn what examiners are citing as well as other common errors in plain English.

This presentation by Excel expert David Ringstrom, CPA, is designed for those who haven’t worked with Excel spreadsheets before or who haven’t used them in several years. He covers spreadsheet basics, different file types you can create, keyboard shortcuts to simplify repetitive tasks, and much more.

The Commercial Loan Documents checklist typically lists “Evidence of Insurance”. Don’t check that off your list without making sure you have reviewed the Certificate of Insurance and assessed your borrower’s coverage.

This webinar is designed to take the mystery out of the commercial lending process and the confusing terminology often used by lenders.

Real estate loan documentation is no easy task. Join us for an overview of real estate loan documentation requirements, regulatory compliance issues, loan administration issues, and best practices.