The board secretary’s role goes far beyond just being the “notetaker” at meetings. They must be the chief organizer, ensuring compliance requirements are met, understanding governance issues, planning meetings, developing reports, and preserving corporate records. Get the information and tools you need for success in this role in 2025.
Webinars
Alert! Update on Beneficial Ownership will be included! There are many types of business accounts with many different ways to do business today. It can be challenging to determine who is authorized to open, close, and transact business when dealing with so many business entities.
Although AI seems like it is suddenly everywhere in our daily lives, AI has been part of Excel for 10+ years. In this webinar, we’ll discuss AI-powered features in Excel, and explore how to use ChatGPT to write and deconstruct formulas as well as automate repetitive tasks.
Join us as we dive into the new Real-Time Payments (RTP) rules effective June 16, 2025, and the latest FedNow updates. This session will break down critical changes, including On-Behalf-Of (OBO) payments, new rules interpretations for Requests for Payment (RFPs), and other key RTP rule updates.
This engaging, hands-on workshop is designed to help you master the AAP exam by breaking down the structure, exploring key topics, and practicing effective test-taking techniques. You’ll gain the knowledge and confidence needed to tackle even the toughest questions.
Join us for an inspiring session where Marcia shares her journey of triumph and leadership in the financial services world, breaking barriers as an immigrant and a woman leader.
CECL requires enhanced board reporting due to the forecasting and volatility inherent in modeling.
We focus on the key elements that make up the total compensation package: base salaries, annual incentives, long-term incentives, benefits, and prerequisites. This session provides an educational overview of various compensation elements, focusing on current trends/best practices within community and regional institutions.
Discover the ultimate advantage for both the lead institution and participant institution, and learn how to mitigate risks to protect your interests. This is your chance to stay ahead of the competition and become an expert in Participation Agreements.
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.
