This fast-paced interactive workshop will allow short periods for you to apply the techniques hands-on. Participants will enter virtual breakout rooms to work through Excel examples together with David's assistance. David will be answering questions throughout the sessions. Live attendance is a must to get the most out of this engaging training opportunity. Breakout rooms will not be recorded. Space is limited to 30 participants for a high-value learning experience, so register today!
Webinars
During this class we will cover the topics for your annual training. We will get you updated and ready for a good examination with many hot spots discussed and hopefully you will avoid some of the issues that many institutions are facing in 2021.
We love our minor accountholders and yet…it is sometimes hard to know what we can do and what we can’t do for those who are under age at our bank. It is always disturbing when minors have authority to transact business in the bank because in many states the minor is not responsible for his or her actions on deposit contracts.
Bring your 2023 ACH Rule Book and we'll make sure you are comfortable with the changes.
Learn practical tips to deliver more powerful business presentations or training sessions by projecting more confidence in the room and on camera.
Elder financial exploitation robs our elder population of a nest egg that took years to accumulate. Join us as we discuss your financial institution's obligations in reporting exploitation and how to recognize signs of diminished financial capacity.
In today’s ever changing business environment, bank leaders are faced with hard decisions on how to allocate the company’s resources and still make a profit. Will a focus on growth or operational efficiency create value for our clients and the institution's bottom line?
Institutions have had third-party management guidance to follow for decades, but building, implementing, and managing a compliant third-party management program is no easy task. In this webinar, you’ll learn the essential elements every program should have, and why it’s critical to embed third-party management in all lines of business.
CFPB has been hot on the trail of junk fees - is your institution at risk? Join us as we look at supervisory guidance from the regulators and lessons learned on consent orders.
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.
