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10 Common Errors on the UTMA

OnDemand
  • Recorded Tue, August 22, 2023
  • Presented by Deborah Crawford
Deborah Crawford
$279.00

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.

Effectively Auditing for Compliance

OnDemand
  • Recorded Wed, September 13, 2023
  • Presented by Dawn Kincaid
Dawn Kincaid
$279.00

In this session, we will discuss how to develop a Compliance Audit program that adequately addresses examiner expectations. We will highlight those areas of compliance with the highest risk, so you know where to focus your valuable time. In addition, we will provide examples and tools you can incorporate into your program.

Deposit Operations Year End Wrap-Up

OnDemand
  • Recorded Tue, December 12, 2023
  • Presented by Deborah Crawford
Deborah Crawford
$279.00

During this compliance operations update, we will look at the federal deposit regulations and update and review your programs.


Bank Accounting: Beyond the Basics - 5 Part S...

OnDemand
  • Recorded Tue, March 26, 2024
  • Presented by Cynthia Dopjera
Cynthia Dopjera
$1,299.00

This course is designed for those who understand the basics of bank accounting and want a deeper understanding for more complex activities. In addition, members of the accounting team who participate in the audit process and work with the bank’s financial statement auditors will improve their understanding of the basic concepts behind the audit assertions and control activities that apply to key areas of the bank’s financial statements, including the basic concepts of consolidations and preparing a statement of cash flows.

Encouraging the Next Generation of Women Leaders

OnDemand
  • Recorded Thu, July 11, 2024
  • Presented by Marci Malzahn
Marci Malzahn
$299.00

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.

Opening New Accounts: 3 Part Series

OnDemand
  • Recorded Wed, November 06, 2024
  • Presented by Matthew Dickinson
Matthew Dickinson
$829.00

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 Rise of Generative AI in Banking and Fina...

OnDemand
  • Recorded Thu, June 27, 2024
  • Presented by Francis Janes
Francis Janes
$299.00

The banking industry has long been familiar with technological upheavals, and generative AI stands as the most recent influential development. This presentation will highlight the top use cases for generative AI in banking and potential unintended consequences.

Compliance Requirements for Records Managemen...

OnDemand
  • Recorded Wed, July 24, 2024
  • Presented by Carl Pry
Carl Pry
$299.00

Review of the critical compliance requirements for record retention, and formulating and maintaining an effective records management program.

Managing All Aspects of Debit Cards

OnDemand
  • Recorded Mon, November 18, 2024
  • Presented by Molly Stull
Molly Stull
$299.00

Debit cards are a critical payment method utilized by our customers and therefore, we must have a solid understanding of all aspects of offering this convenient access device. This session is specifically designed to explain the regulatory compliance requirements for issuing, servicing, and managing the institution’s debit card product along with internal control and fraud prevention tips.

 

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