This webinar focuses on the deposit and loan issues that arise when a customer dies.
Webinars
Have you ever been asked, “How do changing financial metrics impact the cash flow of XYZ company?” Join this webinar to learn to use ratio analysis to take your analysis process for lending to the next level.
This 2-part webinar is designed for banks filing federal income taxes as a C Corporation. Banks filing federal tax returns under Sub-chapter S status may not find this course applicable.
Overdraft programs continue to be a hot button for examiners, especially the CFPB. Despite the guidance and communications issued by the agencies, there is still confusion over what requirements actually apply to the programs you offer. In this webinar, we’ll review OD regulations and provide OD best practices.
Catch your front-line branch staff and lending teams up on BOI!
The new Current Expected Credit Loss (CECL) model is now effective for reporting entities. This 2 part series will provide an overview of the new guidelines.
A compliance audit/review is a comprehensive evaluation of a financial institution’s adherence to regulatory guidelines. Its purpose is to identify problems and weaknesses BEFORE they are detected by examiners, or even worse, customers’ attorneys. This webinar will provide an overview of the tools and resources available for conducting a compliance review as well as areas to review and questions to ask.
During this program we will look at some of the big issues for 2024 and update your deposit compliance and operations staff.
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.
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.
