Bring your 2023 ACH Rule Book and we'll make sure you are comfortable with the changes.
Webinars
In this presentation, Excel expert David H. Ringstrom, CPA, cherry-picks 10 of the best features in Excel that can make accountants more productive. He'll also share 3 common time-wasters that can frustrate accountants and heavy users of Excel. You'll learn about two key worksheet functions, the benefits of the Table feature, pivot tables for report writing, and managing information overload by filtering. Tame unwieldy workbooks by instantly unhiding all hidden worksheets, and then deploying Excel's Custom Views feature to enable you to hide/unhide multiple worksheets at once. You'll see how to build in some insurance against Excel crashes, and quickly identify duplicates within a list. David will also discuss three common timewasters/frustrations in Excel.
Feedback can help individuals understand what they are doing well and where they need to improve. This allows them to focus on specific areas and make progress. In this session, you will learn a framework for giving feedback and tips to help your feedback make a positive impact.
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?
Managing the loan portfolio in the face of rising interest rates, fuel costs, inflation, uncertainty in the world economy due to wars and the ongoing, but less intense effects of COVID-19 requires a different approach than in normal times. This webinar is designed for anyone with management responsibilities for a single or entire-bank loan portfolio. The program begins with a discussion of macro-economic factors and their influences on industry, business and management. It is followed by a discussion on effective management tools to navigate the bank through the challenges.
What should your organization do to close the gap and reduce your cyber risk? This session will discuss the top 6 controls your organization should be implementing to significantly reduce your risk of a cyber-attack.
The energy sector is strong again and so is the market for oil and gas lenders.
Unlock the power of “Active Listening” with this fun, 90-minute webinar designed for leaders who want to boost their communication skills at work.
Join us for an engaging, interactive conversation with compliance expert Carl Pry in this special Unwind session. Step away from the typical webinar format for an informal discussion covering the biggest compliance issues of 2025.
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.
