The 2018 modifications to HMDA were massive, and many financial institutions are still dealing with the challenges of collecting data under the burdensome new requirements. The partial exemption provisions resulting from EGRRCPA were a blessing and a curse. Now with a key exemption being revoked by the CFPB in December of 2022, knowing what to do and how to do it has never been more important.
Webinars
How successful do you expect your tellers to be? How successful do they want to be? How big is the gap between what you want and what they deliver?
Join us for an informative and engaging webinar on the fundamentals of the bond market! This webinar is designed to provide you and your team with a comprehensive understanding of key concepts, including types of U.S. treasury securities, credit, and interest rate risks. By attending this webinar, your team will gain valuable insights and practical knowledge to help enhance your institution’s investment strategy.
This is a fast-paced class covering a myriad of issues your financial institution will be facing in 2024.
The Dodd-Frank Act makes it unlawful for any provider of consumer financial products or services to engage in any unfair, deceptive or abusive acts or practices (UDAAP). While this is not new news, it is critical that your institution conducts testing across its product lines and services to ensure UDAAP issues are not quietly lurking!
Understanding designations, rules, and authority on all different types of business accounts can ensure that you are taking the proper precautions and can assist you in avoiding errors that can be costly to your organization. An update on Beneficial Ownership will be included.
Does your IT Strategic Plan work for you? Or is it simply a document you review once a year? Join us to learn how to turn your IT Strategic Plan into a tool that guides decision making.
Call center agents, are you looking to take your performance and career opportunities to the next level? In this webinar, you’ll learn best practices that will help you turn customers into loyal and raving fans.
Dive into the intricacies of risk and fraud in the FedNow® landscape. Learn proactive strategies to safeguard both your institution and account holders.
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.
