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IRAs Part 4: Auditing Your Files

OnDemand
  • Recorded Fri, October 22, 2021
  • Presented by Patrice Konarik
Patrice Konarik
$195.00

IRAs Part 4: Auditing Your Files

OnDemand
  • Recorded Fri, October 22, 2021
  • Presented by Patrice Konarik

IRAs

Attend this program to understand what must be kept in the files, and learn how to avoid IRS penalties for incorrect IRA reporting. 

Compliance 101 - Introduction to Compliance f...

OnDemand
  • Recorded Wed, May 05, 2021
  • Presented by Kristen Tatlock
Kristen Tatlock
$195.00

Compliance 101 - Introduction to Compliance for New Compliance Officers

OnDemand
  • Recorded Wed, May 05, 2021
  • Presented by Kristen Tatlock

Compliance, Risk Management/Legal

This session is designed to provide a new compliance officer with tools to help make the transition on their new role easier; it can also provide long-term compliance officers with a refresher on regulations and resources.

BSA 101 - Introduction to the Bank Secrecy Ac...

OnDemand
  • Recorded Wed, May 12, 2021
  • Presented by Kristen Tatlock
Kristen Tatlock
$195.00

BSA 101 - Introduction to the Bank Secrecy Act for New BSA Compliance Officers

OnDemand
  • Recorded Wed, May 12, 2021
  • Presented by Kristen Tatlock

BSA, Compliance, Operations, Risk Management/Legal

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.


Conducting a Compliance Audit/Review

OnDemand
  • Recorded Wed, May 19, 2021
  • Presented by Kristen Tatlock
Kristen Tatlock
$195.00

Conducting a Compliance Audit/Review

OnDemand
  • Recorded Wed, May 19, 2021
  • Presented by Kristen Tatlock

Auditing, Compliance, Operations, Risk Management/Legal

This webinar will provide an overview of the tools and resources available for conducting a compliance review as well as areas to review and questions to ask.

IRAs: 4 Part Series

OnDemand
  • Recorded Wed, September 01, 2021
  • Presented by Patrice Konarik
Patrice Konarik
$705.00

IRAs: 4 Part Series

OnDemand
  • Recorded Wed, September 01, 2021
  • Presented by Patrice Konarik

IRAs

Attend this series to understand everything you need to know about IRAs including rollovers, transfers, distributions and beneficiaries, and auditing.

IRA Beneficiary Payout Options - The Old Rule...

OnDemand
  • Recorded Tue, April 06, 2021
  • Presented by Patrice Konarik
Patrice Konarik
$195.00

IRA Beneficiary Payout Options - The Old Rules vs The New Rules

OnDemand
  • Recorded Tue, April 06, 2021
  • Presented by Patrice Konarik

IRAs

As you have most likely heard, in 2020 we had some of the most comprehensive changes to IRAs as we have had in over 15 years. While a few of the changes leaned towards positive, the biggest change became a huge negative and the target was IRA beneficiaries. This program will focus on which options are available to which beneficiaries depending on the IRA owner's date of death.


Managing a Successful Call Center

OnDemand
  • Recorded Thu, April 15, 2021
  • Presented by Janice Branch
Janice Branch
$195.00

Managing a Successful Call Center

OnDemand
  • Recorded Thu, April 15, 2021
  • Presented by Janice Branch

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.

Online Account Opening

OnDemand
  • Recorded Tue, April 27, 2021
  • Presented by Deborah Crawford
Deborah Crawford
$195.00

Online Account Opening

OnDemand
  • Recorded Tue, April 27, 2021
  • Presented by Deborah Crawford

Compliance, Deposit Accounts, Risk Management/Legal

During this program we will cover all the compliance issues for opening deposit accounts online.

ESIGN and UETA for Deposits

OnDemand
  • Recorded Tue, June 08, 2021
  • Presented by Deborah Crawford
Deborah Crawford
$195.00

ESIGN and UETA for Deposits

OnDemand
  • Recorded Tue, June 08, 2021
  • Presented by Deborah Crawford

Compliance, Deposit Accounts

During the webinar we will cover the new bill introduced in Congress. E-SIGN currently requires consumers to reasonably demonstrate that they can access documents electronically before they can receive an electronic version, which is an outdated requirement that is no longer necessary given advancements in technology.

 

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