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.
Webinars
This webinar looks at the last four consent orders issued by FinCEN and how to stay on the right side of the compliance line.
As banks continue to deal directly with CRE loans plus indirectly through income-producing or rental real estate holdings that affect customers, it’s important to get beyond the numbers and assess the qualitative or non-financial factors that influence CRE performance over time.
Complaint management focuses on resolving customer grievances, identifying areas of improvement, and developing better products or services. The training your employees receive is imperative for the success of both your customer support and customer service departments.
Fair banking sits at the intersection of corporate governance, compliance, and socially responsible business/banking practices. It is becoming increasingly important. This session shows how to move your institution beyond fair lending and into fair banking.
As financial institutions continue to deal directly with CRE loans plus indirectly through income-producing or rental real estate holdings that affect customers, it’s important to get beyond the numbers and assess the qualitative or non-financial factors that influence CRE performance over time.
Create customer interaction champions: transform attitudes, build skills, and boost confidence with practical strategies and simple tools.
It’s time to shift our thinking when it comes to security awareness training. Yearly education and testing just doesn’t cut it in today’s cyber world. Security awareness is a topic we should have in front of our people on a much more consistent basis.
In recent years, the regulatory agencies have shined a spotlight on discriminatory appraisals. To mitigate these risks, your institution should have a thorough appraisal review process in which appraisals are independently assessed to ensure the quality is commensurate with the complexity of the subject property and risk of the transaction, and are free of appraiser bias.
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.
