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IRAs Part 1 - Learning the Basics

OnDemand
  • Recorded Wed, August 31, 2022
  • Presented by Patrice Konarik
Patrice Konarik
$279.00

IRAs Part 1 - Learning the Basics

OnDemand
  • Recorded Wed, August 31, 2022
  • Presented by Patrice Konarik

Compliance, Customer Service, Deposit Accounts, IRAs, Reporting, Teller

IRAs will never make sense unless you start at the beginning. The first session of this 2-Part series is designed to help you understand the essential terms, forms and IRA product differences.

Error Resolution - Regulations E & Z

OnDemand
  • Recorded Wed, November 02, 2022
  • Presented by Jamin Carlisle
Jamin Carlisle
$279.00

Error Resolution - Regulations E & Z

OnDemand
  • Recorded Wed, November 02, 2022
  • Presented by Jamin Carlisle

Compliance, Deposit Compliance, Lending Compliance

The rules for investigation alleged account errors are very specific and vary depending on the type of account or transaction involved. This session will discuss error resolution requirements mandated by Regulation E and Regulation Z.

Employee Engagement & Retention Strategies

OnDemand
  • Recorded Tue, November 01, 2022
  • Presented by Vicki Kraai
Vicki Kraai
$279.00

Employee Engagement & Retention Strategies

OnDemand
  • Recorded Tue, November 01, 2022
  • Presented by Vicki Kraai

Human Resources, Management/Employee Development

Retaining and engaging in a new world of work – does this sound like something you can relate to? The Great Resignation has disrupted employers and in turn negatively impacted organizational engagement and culture.


IRA Beneficiary Payouts - Reviewing the New R...

OnDemand
  • Recorded Fri, March 04, 2022
  • Presented by Patrice Konarik
Patrice Konarik
$279.00

IRA Beneficiary Payouts - Reviewing the New Rules

OnDemand
  • Recorded Fri, March 04, 2022
  • Presented by Patrice Konarik

IRAs

Beginning for beneficiaries of owners who died in 2020 or later, non-eligible designated beneficiaries can only extend their payout over 10-years. The most confusing aspect of this change is the transition of Single Life Expectancy to a 10-year Payout. We will delve into who is 'grandfathered' by the old rules and who must use the new rules.

Annual Deposit Regulatory Training for the Staff

OnDemand
  • Recorded Thu, April 14, 2022
  • Presented by Deborah Crawford
Deborah Crawford
$279.00

Annual Deposit Regulatory Training for the Staff

OnDemand
  • Recorded Thu, April 14, 2022
  • Presented by Deborah Crawford

Compliance, Deposit Accounts

This webinar will help your staff determine if we are in a regulation and if so to determine the course of action. You will be amazed how focused training on front line issues will take you from zero to hero with your regulators. All changes for BSA and Regulation CC will be covered.

Share Regulation Update

OnDemand
  • Recorded Thu, May 19, 2022
  • Presented by Deborah Crawford
Deborah Crawford
$279.00

Share Regulation Update

OnDemand
  • Recorded Thu, May 19, 2022
  • Presented by Deborah Crawford

Compliance, Deposit Accounts

We will cover all the 2022 changes to deposit accounts and recap what needs to be done this year. We will also look at the status of pending legislation and continuing challenges facing the deposit side of the financial institution.


Regulation CC: Holds

OnDemand
  • Recorded Tue, June 07, 2022
  • Presented by Deborah Crawford
Deborah Crawford
$279.00

Regulation CC: Holds

OnDemand
  • Recorded Tue, June 07, 2022
  • Presented by Deborah Crawford

Compliance, Deposit Accounts

Regulation CC is the regulation governing the availability of funds for transaction accounts and the holds which financial institutions can place on checks. This regulation was passed in 1988 and continues to be one of the toughest compliance problems in financial institutions around the country.

SARs and Cyber Crimes

OnDemand
  • Recorded Thu, August 18, 2022
  • Presented by Deborah Crawford
Deborah Crawford
$279.00

SARs and Cyber Crimes

OnDemand
  • Recorded Thu, August 18, 2022
  • Presented by Deborah Crawford

BSA, Compliance, Technology/Security, Transaction Compliance

During this webinar, we will look at what constitutes a Cyber Crime and how to report it on the Suspicious Activity Report.

IRA Accounts: 2-Part Series From Beginning to...

OnDemand
  • Recorded Wed, August 31, 2022
  • Presented by Patrice Konarik
Patrice Konarik
$355.00

IRA Accounts: 2-Part Series From Beginning to End

OnDemand
  • Recorded Wed, August 31, 2022
  • Presented by Patrice Konarik

Compliance, Customer Service, Deposit, Deposit Accounts, IRAs, Reporting, Teller, Trusts

IRAs will never make sense unless you start at the beginning. The first session is designed to help you understand the essential terms, forms, and IRA product differences. The second session is a necessity to keep your members on the right track to avoid IRS penalties.

 

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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