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Opening New Accounts Part 3: Fiduciary, Trust...

OnDemand
  • Recorded Fri, November 03, 2023
  • Presented by Suzie Jones
Suzie Jones
$279.00

An individual identifying themselves as a "fiduciary" wanting to open an account on behalf of the estate of a deceased individual, minor child, incapacitated individual, or formal trust can create much angst, mainly because the funds' owner is often absent. This two-hour webinar answers critical questions and concerns regarding documentation and compliance regulations when opening accounts for trustees, personal representatives, and fiduciaries. 

Handling Deceased Accounts

OnDemand
  • Recorded Thu, September 28, 2023
  • Presented by Deborah Crawford
Deborah Crawford
$279.00

Your account holder passed away and the family is grieving. Yet, in the midst of all the grieving and honoring of a life, the legal and compliance clock is ticking. In most states, checks can be paid for 10 days after the date of death.

Mortgage Origination Compliance - 2 Part Series

OnDemand
  • Recorded Fri, March 08, 2024
  • Presented by Carl Pry
Carl Pry
$549.00

In this 2-part webinar, we'll discuss all the relevant requirements and considerations in the origination process.


Courageous Conversations

OnDemand
  • Recorded Wed, March 27, 2024
  • Presented by Karen Butcher
Karen Butcher
$299.00

Have you ever avoided a tough conversation because you don’t like conflict? Congratulations, you are among friends. Most people don’t jump out of bed in the morning thinking, “I hope I get into some conflict today!” Yet, many leaders avoid tough conversations for multiple reasons, generally boiling down to fear. Fear of the person’s reaction, hurting feelings, being taken advantage of, or the desire to be liked can get in the way of curious communication.

Commercial Construction Lending

OnDemand
  • Recorded Mon, March 11, 2024
  • Presented by Richard Hamm
Richard Hamm
$299.00

In this webinar, learn why commercial construction loans require different policies and processes than residential construction loans, and how to understand and mitigate commercial construction loan risk.

Creating Exceptional Customer Experiences

OnDemand
  • Recorded Wed, December 06, 2023
  • Presented by Janice Branch
Janice Branch
$279.00

Who determines the value of the service being delivered at your institution? Good service is vital to the success of any business. Research says that it takes 10 times the effort to keep a depositor loyal to an institution today in comparison to the effort it takes to get them to choose to do business with the institution in the first place. Employees may execute the transactions accurately and be polite and courteous when interacting with the depositor, but does the customer experience the interaction as satisfactory, but lacking something? The question becomes, Is what I’m doing being experienced by the customer in such a way as to make them feel this was the best service they’ve received?


Managing a Successful Call Center

OnDemand
  • Recorded Thu, March 07, 2024
  • Presented by Janice Branch
Janice Branch
$299.00

Call Centers create a competitive advantage for organizations, whether there are two or two hundred people answering calls. This webinar will help call center managers establish training and practice coaching techniques that ensure agents know how to effectively use the technology and are inspired to perform.

Adding the WOW Factor to Credit Analysis

OnDemand
  • Recorded Thu, March 14, 2024
  • Presented by Jeffery Johnson
Jeffery Johnson
$299.00

Have you ever been asked, “How do changing financial metrics impact the cash flow of XYZ company?” Join this webinar to learn to use ratio analysis to take your analysis process for lending to the next level.

CTRs: Line-by-Line

OnDemand
  • Recorded Tue, November 28, 2023
  • Presented by Deborah Crawford
Deborah Crawford
$279.00

The webinar will go line by line through the CTR.

 

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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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