Webinars

Learn what these tripwires are and prepare your institution for inquiries from the agencies as well as consumers Be sure to be prepared.

For at least 25 years, bankers have worked under multiple sets of rules and guidelines concerning the ordering and reviewing of appraisals. Appraisers have worked under the Uniform Standards of Appraisal Practice (USPAP) for even longer. This program provides a concise overview of the various rules and guidelines, plus key nuances that have created differences among the approaches taken by banks and are endorsed or supported by regulators.

Attend this proactive webinar and gain an understanding of the often complex and confusing topic of TAXES!

This fast-paced, dynamic webinar is designed for credit unions serious about taking member service up a notch.

This enlightening webinar presented by David Ringstrom, CPA, will empower you to quickly accomplish tasks that might currently be taking you several minutes or even hours to complete. David explains a variety of Excel’s time-saving features and shares helpful tips, such as how to filter data faster, streamline repetitive tasks, create keyboard shortcuts, and access folders and workbooks easily.

As banks continue to deal directly with CRE loans as a major portion of their loan portfolios, plus indirectly through income-producing or rental real estate holdings that affect customers, it is important to “get beyond the numbers” and assess the qualitative or non-financial factors that influence CRE performance over time.

In this webinar, we’ll go through the FDIC deposit insurance regulations in detail, so that customers’ questions can be answered accurately and they can make appropriate decisions for their situations. These rules impact how accounts are established as well as how they are maintained. This is a webinar appropriate not only for compliance professionals but also front-line staff that responds to the many questions customers have about the safety and security of their deposit funds. We’ll provide many examples to see how this all works, and also provide valuable resources so that insurance amounts can be calculated, and the rules detailed.

This webinar will look at the expectations and requirements related to a financial institution’s Compliance Management System (CMS). You will learn how best to utilize your resources to create an effective CMS or enhance your current CMS.

Dealing with regulatory exams, from safety and soundness and AML/BSA to consumer protection, mortgage, fair lending, CRA, and more, can be a daunting and intimidating experience. But it need not be – there are a number of key ideas and processes that can be used to ensure a favorable experience. All exams, from all examiners and all agencies, have many commonalities that lend themselves to understanding how the process works.