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Lead Smarter, Not Harder: Avoid the 5 Biggest...

OnDemand
  • Recorded Fri, October 25, 2024
  • Presented by Heather Legge
Heather Legge
$299.00

Break the cycle of longer workdays and missed expectations by stopping these 5 common management mistakes. This is a results-oriented session focused on actionable, time-saving solutions.

Top Compliance Issues with Flood Programs

OnDemand
  • Recorded Wed, November 20, 2024
  • Presented by Kimberly Boatwright
Kimberly Boatwright
$299.00

This session explains in detail the most common pitfalls and challenges related to flood insurance. In addition to a more thorough understanding of how your institution should be handling flood insurance, you’ll also come away with a detailed manual that can serve as a flood insurance handbook long after you’ve completed the program.

Understanding the Role of the Notary Public

OnDemand
  • Recorded Thu, April 24, 2025
  • Presented by Terri Thomas
Terri Thomas
$299.00

The webinar provides the do’s and don’ts of being a Notary Public. In this webinar, you’ll learn about Notary Public responsibilities and notorial acts, basic laws, and liability.


2025 Call Report Preparation: 2 Day Streaming

Live Stream OnDemand
  • Recorded Thu, April 03, 2025
  • Presented by Andrea Lambert
Andrea Lambert
$1,679.00

Join us for an immersive, two-day live streaming experience that will equip you with the latest insights, skills, and confidence to excel in Call Report preparation. Whether you’re a seasoned pro or just starting out, this program delivers everything you need to navigate the complexities of Call Report filing like a boss.

Basic Personal & Business Tax Return Analysis

OnDemand
  • Recorded Mon, May 02, 2022
  • Presented by David Osburn
David Osburn
$279.00

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

Excel Explained: Speed Tips

OnDemand
  • Recorded Wed, September 20, 2023
  • Presented by David Ringstrom
David Ringstrom
$279.00

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.


20 Legal Ownerships of Accounts

OnDemand
  • Recorded Tue, October 03, 2023
  • Presented by Deborah Crawford
Deborah Crawford
$279.00

This program is an A-Z on account ownership and documentation.

Demystifying Trusts: A Guide to Establishing ...

OnDemand
  • Recorded Tue, October 10, 2023
  • Presented by Terri Thomas
Terri Thomas
$279.00

This webinar will provide attendees with information on doing business with trusts, including the best practices in establishing deposit account and loan relationships.

Unpacking the ACH Audit

OnDemand
  • Recorded Wed, November 08, 2023
  • Presented by Kate Cole
Kate Cole
$279.00

Who performs your annual ACH Audit? Whether it is performed in house or by an outside group, you should understand what the audit is and includes.

 

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