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What to Do When a Customer Dies

OnDemand
  • Recorded Wed, February 19, 2025
  • Presented by Terri Thomas
Terri Thomas
$299.00

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

Loan Documentation for the Agricultural Lender

OnDemand
  • Recorded Thu, November 09, 2023
  • Presented by Robin Russell
Robin Russell
$279.00

This webinar will provide bankers with an essential understanding of agricultural collateral, the risks presented by agricultural lending, agricultural loan documentation, and loan administration. You will learn about agricultural collateral, risk management, loan documentation, loan administration, and loan monitoring.

Basic Real Estate Loan Documentation

OnDemand
  • Recorded Mon, January 08, 2024
  • Presented by Robin Russell
Robin Russell
$299.00

Real estate loan documentation is no easy task. Join us for an overview of real estate loan documentation requirements, regulatory compliance issues, loan administration issues, and best practices.


Handling Legal Documents - POAs, Trusts, Esta...

OnDemand
  • Recorded Tue, February 20, 2024
  • Presented by Deborah Crawford
Deborah Crawford
$299.00

Do you have too much risk? Are court orders, power of attorney, and other documents putting your organization at risk for non-compliance? Learn how your procedures may be exposing your institution to risk on these special accounts

Assessing Your Commercial Borrower’s Insuranc...

OnDemand
  • Recorded Wed, November 29, 2023
  • Presented by Robin Russell
Robin Russell
$279.00

The Commercial Loan Documents checklist typically lists “Evidence of Insurance”. Don’t check that off your list without making sure you have reviewed the Certificate of Insurance and assessed your borrower’s coverage.

What to Do When a Customer Dies

OnDemand
  • Recorded Wed, August 21, 2024
  • Presented by Terri Thomas
Terri Thomas
$299.00

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


BSA Officer and Staff Annual Training All Day...

Live Stream OnDemand
  • Recorded Thu, November 21, 2024
  • Presented by Deborah Crawford
Deborah Crawford
$849.00

During your annual BSA officer and BSA staff training, we will review all the hot topics of the day. 2024 national risk assessments, consent orders, and exam hot spots will be integrated into the key topics in our agenda.

Posting with Confidence: Social Media Compliance

OnDemand
  • Recorded Wed, September 11, 2024
  • Presented by Dawn Kincaid
Dawn Kincaid
$299.00

Today’s marketing department has the benefit of many advertising options, including social media, websites, TV, radio, and more. Whether your 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. Compliance violations can result in fines or lawsuits.

BSA Officer Winter Update

OnDemand
  • Recorded Thu, January 16, 2025
  • Presented by Leslie Nicely, Deborah Crawford
Leslie Nicely
Deborah Crawford
$299.00

During this first-quarter BSA Officer Training, we will cover the hot topics for 2025.

 

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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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