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Understanding the Impact: Navigating the New ...

OnDemand
  • Recorded Mon, April 15, 2024
  • Presented by Carl Pry
Carl Pry
$299.00

The long-awaited update to the Community Reinvestment Act is finally here. Join us for a detailed discussion of the new rule, including the phased implementation. We’ll set the stage for your formation of working groups and stakeholder meetings, so you can understand how these changes impact your bank.

IRAs From Start to Finish - Part 1: Building ...

OnDemand
  • Recorded Thu, September 05, 2024
  • Presented by Patrice Konarik
Patrice Konarik
$299.00

Welcome to the world of IRAs. In truth, these retirement accounts can be one of the most challenging products offered. It seems like there are so many rules to follow - and they constantly change. How can we keep up?

Excel 101: Introduction to Spreadsheets

OnDemand
  • Recorded Wed, July 26, 2023
  • Presented by David Ringstrom
David Ringstrom
$279.00

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.


Total TRID Training - 4 Part Series

OnDemand
  • Recorded Tue, September 17, 2024
  • Presented by Kimberly Boatwright
Kimberly Boatwright
$1,129.00

The Truth in Lending/Real Estate Settlement Procedures Integrated Disclosures (TRID) requirements are a string of guidelines dictating what information lenders need to share with borrowers and when they must provide it. TRID rules also regulate what fees lenders can charge and how these fees can change as the mortgage matures.

Branch Manager Best Practices

OnDemand
  • Recorded Fri, June 21, 2024
  • Presented by Vicki Kraai
Vicki Kraai
$299.00

The way managers treat their team is subtly influenced by what they expect of them. What should you expect? How do you treat them? Learn how to build a team and coach them to success!

Opening New Accounts Part II: Business Accounts

OnDemand
  • Recorded Tue, November 05, 2024
  • Presented by Matthew Dickinson
Matthew Dickinson
$299.00

This two-hour webinar examines not only the documentation requirements on business entities available in most states, but also provides clarity on how to identify who has the authority to open and transact on behalf of the entity.


What to Do When Your Customer Dies

OnDemand
  • Recorded Tue, August 29, 2023
  • Presented by Terri Thomas
Terri Thomas
$279.00

This webinar focuses on the deposit and loan issues that arise when a customer dies.

Treasury Management: A Powerful Tool to Incre...

OnDemand
  • Recorded Thu, June 06, 2024
  • Presented by Marci Malzahn
Marci Malzahn
$299.00

Want to increase core deposits and non-interest fee income? Treasury Management is the answer! During this course, you’ll learn to identify and offer the Treasury Management services your ideal business customers need, and ways your team can collaborate to successfully sell and implement these services.

Dealing with the Tough Employee Stuff: Utiliz...

OnDemand
  • Recorded Thu, October 24, 2024
  • Presented by Janice Branch
Janice Branch
$299.00

The agenda for this webinar includes coaching, confronting, and counseling your staff on how to build an individualized plan that reinforces positive performance and corrects poor performance. You will learn the importance of documenting coaching and follow through.

 

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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