Webinars

Understanding the unique perspectives of Gen Z, Millennials, and Baby Boomers is crucial. It's as if Gen Zs are from Venus, Millennials from Mars and Baby Boomers are the anchor on Earth! Join this webinar to learn about the dynamics of a multi-generational workforce and how we can foster collaboration and cohesion among employees of all ages.

What information do you need to report upstream to help the Board and executives understand your ISP and cyber risk? In this webinar, we’ll dive into best practices to help you equip your leaders to make informed decisions on information security.

Increasingly, privacy has become an important buzzword in banking circles. Customers are concerned about the privacy of their financial and personal information, and financial institutions are worried about how to keep all this information safe from intrusions and outright thefts. But what are the legal and regulatory requirements?

Whether you’re a rookie compliance officer or a seasoned veteran, you need the right tools to help you manage your increasing compliance responsibilities and achieve a compliance rating for your financial institution that is worthy of mounting on the wall. This session will provide you with the checklists, tools, and resources you need to manage the mackerel that is compliance.

After a detailed credit analysis of a loan request has been performed, it is now time to communicate your findings in writing. Credit memoranda are a primary means of communications as they serve three functions: 1) they provide information on the condition and status of a customer relationship, 2) they provide a record of thoughts and actions, and 3) they support or recommend an action to be taken.

During this two-part webinar we will lay a good foundation with Part 1. You will learn how to look at risk, develop policy and procedures for opening accounts, and managing the big picture. In Part 2, we will take a deeper dive into the day-to-day mechanics of running a cannabis program.

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.

This session will provide the information and tools needed to be a successful board secretary. It will review responsibilities and provide best practices to enhance administration of corporate governance, including establishing an agenda, delivering the board package, scribing contemporaneous meeting notes, and documenting the details in the official minutes.

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.