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Onboarding Your New Hire: Experience or After...

OnDemand
  • Recorded Wed, March 29, 2023
  • Presented by Vicki Kraai
Vicki Kraai
$279.00

What does onboarding look like in your organization? What do you want it to look like? Onboarding should not be an afterthought as it is the new hire’s first impression of the company they are going to work for.

2023 IRA Beneficiary Designations and Payouts

OnDemand
  • Recorded Thu, March 09, 2023
  • Presented by Patrice Konarik
Patrice Konarik
$279.00

As if IRA beneficiary payout options weren't confusing enough, the last 3 years have brought turmoil to the IRA world with the IRS flip-flopping on how and when beneficiaries should take death distributions after the IRA owner dies. The SECURE Act created three categories of beneficiaries to determine what payout options are available to each category. It's almost like you need a GPS to follow this crazy beneficiary distribution trail.

Security Assessments: The How & Why

OnDemand
  • Recorded Wed, April 26, 2023
  • Presented by Carol Dodgen
Carol Dodgen
$279.00

If you are responsible for the security of your bank, it is imperative that you conduct periodic security assessments. These evaluations are a vital part of your security program and will help you identify weaknesses in your facilities, your policies, and your procedures. Join us for this valuable webinar that will tell you how to conduct your assessments, how often, and what things can make your office a likely target for robbers and other criminals. We will discuss branch design features that put you and your customers at greater risk and best practices for eliminating these issues. The use of Crime Prevention Through Environmental Design (CPTED) will be discussed as well. Applying this philosophy can lead to a reduction in the fear and actual occurrence of crime and can make your office a less attractive target. Using photographs and examples to illustrate, we will look at effective uses of lighting and landscaping as well.


Making IT an Asset

OnDemand
  • Wed, November 08, 2023
  • Presented by Dave Detweiler
Dave Detweiler
$279.00

In this presentation, we will discuss a forward-looking approach to cybersecurity including implementing a solid cybersecurity approach, the benefits of streamlining IT platforms, and deploying an IT framework that will grow with your business.

Manage your ACH Origination Risk

OnDemand
  • Recorded Tue, May 23, 2023
  • Presented by Kate Cole
Kate Cole
$279.00

Have you ever wondered why you do some of the things you do regarding ACH entries? Are you new to banking? Do you understand the risks around ACH Origination? If you are confused, then this class is for you!

Writing Effective SAR Narratives

OnDemand
  • Recorded Wed, September 13, 2023
  • Presented by Jamin Carlisle
Jamin Carlisle
$279.00

This session will discuss the importance of the SAR narrative and how to write narratives that tell the story in an efficient and effective way.


Managing Electronic Banking Compliance Issues

OnDemand
  • Recorded Wed, June 14, 2023
  • Presented by Jamin Carlisle
Jamin Carlisle
$279.00

Electronic banking services are an essential part of modern credit unions. Members expect their credit union to have the most current technology. This webinar will cover various electronic banking services from a compliance perspective to ensure the credit union is protecting itself and its members while also offering the services members want.

Bank Accounting Basics & Advanced - 9 Webinar...

OnDemand
  • Recorded Mon, October 28, 2024
  • Presented by Cynthia Dopjera
Cynthia Dopjera
$1,895.00

This bundle contains 9 of our Bank Accounting webinars at a discounted price of $1,895 (a $2,428 value)!

2025 Call Report: Common Exam Issues

Upcoming
  • Fri, June 13, 2025
  • Presented by Andrea Lambert
Andrea Lambert
$299.00

Join us for a 90-minute webinar designed to provide valuable insights into the interconnected nature of Call Reporting and the Report of Examination (ROE). This session will explore common findings from regulatory exams and discuss effective strategies for resolving these issues.

 

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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.

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