Building a valuable, comprehensive Business Continuity Management Plan (BCMP) is no small task, and the plan must take a holistic view of the institution and involve representation from all functional units of the organization. So, where do you start, and how do you build a BCMP that will be valuable to the institution?
Webinars
How do you deliver value while creating amazing experiences for your depositors? Wow them with an exceptional service experience. Depositors who feel a connection to the people who wait on them feel valued.
Top-performing financial institutions are arming their people with a transformative approach to initiating distinctive relationships with their clients and prospects, building trust through meaningful conversations.
Regulation E error resolution requirements are very detailed and must be handled in a timely manner. Join us as we explain the process to resolve disputes in a compliant manner!
There are many types of business accounts with many different ways to do business at banking today. It can be challenging to determine who is authorized to open, close, and transact business when dealing with so many business entities.
The FATCA rules affecting foreign financial institutions also affects US financial institutions and your job as a withholding agent. During this program, we will do a line-by-line review of the forms and the subsequent tax reporting to the IRS.
It's 2022 and your examiners are due at your financial institution next month. Will your bank pass the test?
As we begin a new year, it’s safe to assume that last year’s goals won’t produce the results you want for this year. There is no better time to exercise your leadership muscles, grow a healthier team, and achieve your best year yet!
This program will ramp up your leadership skills and address critical supervisory issues necessary to becoming an excellent team leader.
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.
