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TRID: Changed Circumstances & Revised Disclos...

  • Recorded Tue, June 18, 2024
  • Presented by Jerod Moyer
Jerod Moyer

This webinar will teach you about TRID’s changed circumstances, tolerances and the Good Faith standard. It will provide the details on when and how to revise the Loan Estimate and/or Closing Disclosure.

Encouraging the Next Generation of Women Leaders

  • Recorded Thu, July 11, 2024
  • Presented by Marci Malzahn
Marci Malzahn

In this motivational talk, Marcia shares her successes and struggles as she navigated the financial services world as an immigrant and a woman leader. Find out why she’s so passionate about helping other women leaders succeed, and become inspired to lead with boldness and confidence.

10 Common Errors on the UTMA

  • Recorded Tue, August 22, 2023
  • Presented by Deborah Crawford
Deborah Crawford

It is amazing how many banks go through extreme measures and make so many mistakes regarding the setup, maintenance and termination of this type of account.

IRS Information Reporting: Rules and Forms

  • Recorded Wed, December 13, 2023
  • Presented by Carl Pry
Carl Pry

It's that time of the year again – when thoughts turn to holiday parties and gift-giving… no, really, IRS reporting issues and the myriad rules to follow and forms to complete!

Current Matters and Top Questions Surrounding...

  • Recorded Fri, January 12, 2024
  • Presented by Andrea Lambert
Andrea Lambert

In the ever-evolving world of finance, the call report undergoes constant change. Over recent years, we’ve adapted to extensive transformations and faced the impact of economic, accounting, and regulatory shifts. As we begin 2024, it’s crucial to acknowledge the journey and prepare for what lies ahead.

Residential Construction Lending

  • Recorded Mon, February 26, 2024
  • Presented by Richard Hamm
Richard Hamm

Receive an overview of the major issues involved in consumer and residential construction lending.

TRID A-Z All Day Live Streaming

Live Stream OnDemand
  • Recorded Wed, April 17, 2024
  • Presented by Jerod Moyer
Jerod Moyer

Spend a full day learning about TRID from A to Z. This is a great way to expand your knowledge and take TRID compliance to the next level for your institution.

Opening New Accounts: 3 Part Series

  • Recorded Thu, May 02, 2024
  • Presented by Matthew Dickinson
Matthew Dickinson

This webinar series will encompass opening personal, business, trust, minor, power of attorney, estate accounts, and much more! Although not customized to specific state law, it will answer the more complicated and challenging questions customers and employees ask. Whether you are new to new accounts or have decades of experience, you will gain more confidence and be prepared to handle even the most complicated scenario!

The Right of Setoff: What Bankers Need to Know

  • Recorded Tue, July 18, 2023
  • Presented by Terri D. Thomas
Terri D. Thomas

The Right of Setoff is a complicated, but very effective, tool for collecting debts owed to a bank. Learn the best practices and dangers that can arise when using the power.


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.