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Everything You Need to Know About Reg CC: Hol...

OnDemand
  • Recorded Wed, August 16, 2023
  • Presented by Dawn Kincaid
Dawn Kincaid
$279.00

Hold that check! But...wait, how long can we hold that check? What reasons do we give the accountholder for placing the hold? Can we place a hold on a business account? In this session, we will answer all of these questions and more.

State of HMDA in 2024

OnDemand
  • Recorded Wed, January 24, 2024
  • Presented by Carl Pry
Carl Pry
$299.00

We’re now a few years into the new age of HMDA – increased coverage requirements, data collection and submission, as well as risk. How are you doing with all this? In this webinar, we’ll review all the pain points of HMDA, including actions taken and a variety of data points.

Opening New Accounts Part I: Consumer Accounts

OnDemand
  • Recorded Tue, April 30, 2024
  • Presented by Matthew Dickinson
Matthew Dickinson
$299.00

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


BSA Critical Issues and Update

OnDemand
  • Recorded Wed, November 13, 2024
  • Presented by Carl Pry
Carl Pry
$299.00

There is a lot going on with BSA. In this webinar, we’ll cover new mandates, requirements, and recommendations, as well as talk about what’s coming and when, and provide recommendations on how to deal with critical BSA/AML issues right now.

Marketing Compliance: Avoiding Violations in ...

Upcoming
  • Wed, May 14, 2025
  • Presented by Dawn Kincaid
Dawn Kincaid
$299.00

Whether your marketing promotions are digital, print, or televised, multiple compliance regulations strictly prescribe what can be said, the elements that should be included, and how they should be displayed.

Deposit Regulations - Summer Update

OnDemand
  • Recorded Tue, August 29, 2023
  • Presented by Deborah Crawford
Deborah Crawford
$279.00

Where are we in the 3rd quarter? We will cover all the 2023 changes to deposit accounts and recap what needs to be done this year.


Vendor Management – Agencies' Expectations

OnDemand
  • Recorded Thu, February 01, 2024
  • Presented by Carl Pry
Carl Pry
$299.00

Stay ahead of the game in the new era of fintech! Join this webinar to learn to navigate the changing landscape of vendor management and mitigate risks associated with third-party relationships.

Tax Returns and Personal Financial Statements

OnDemand
  • Recorded Tue, March 25, 2025
  • Presented by Tom Carlin
Tom Carlin
$299.00

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

Most Common TRID Issues

OnDemand
  • Recorded Fri, December 01, 2023
  • Presented by Carl Pry
Carl Pry
$279.00

Even though we’ve been living for the TILA-RESPA Integrated Disclosures (TRID) rule for nearly a decade now (believe it or not), compliance has been frustratingly elusive. The rules can be so detailed and prescriptive that 100% accuracy is near impossible. After a few years of light-touch exams, where lenders were expected to demonstrate a “good faith effort to comply,” scrutiny of TRID disclosures has become quite intense. Plus, when you consider the legal liability of inaccurate disclosure of the many fees, identifying the many hot spots of TRID becomes paramount.

 

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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