All Upcoming Events for BankWebinars

Ability-to-Repay/Qualified Mortgage Review and Update

Presented by Photo of Kelly M. Owsley & Jack Holzknecht Kelly M. Owsley & Jack Holzknecht
Wednesday, March 29th, 2017 - 10:00 am Central Time Zone

Are the current options used by your institution to determine if the mortgage is qualified still available?

Related Topics: Compliance, Risk Management/Legal, Lending

Compliance Perspectives: A Monthly Update

Presented by Photo of Carl Pry Carl Pry
Thursday, March 30th, 2017 - 1:00 pm Central Time Zone

A monthly webinar series to help you keep up with changes and deadlines in the compliance area in a quick and easy format.

Related Topics: Compliance

TRID Checkup: Areas of Concern and Uncertainty

Presented by Photo of Carl Pry Carl Pry
Monday, April 3rd, 2017 - 1:30 pm Central Time Zone

This webinar is intended to review and discuss many of the major issues lenders are facing with TRID.

Related Topics: Compliance, Lending, TRID

Limited Liability Companies: Do's and Don'ts

Presented by Photo of Deborah Crawford Deborah Crawford
Tuesday, April 4th, 2017 - 10:00 am Central Time Zone

Learn how to open, document, change signers, and handle the paperwork on these interesting accounts.

Related Topics: Deposit Accounts

Letters of Credit

Presented by Photo of Robin Russell Robin Russell
Tuesday, April 4th, 2017 - 1:30 pm Central Time Zone

Whether your bank issues letters of credit, accepts letters of credit or takes liens on letter of credit rights, this program is for you.

Related Topics: Risk Management/Legal, Lending

Reg E Compliance - Five Best Practices for Handling Disputes

Presented by Photo of Susan Costonis Susan Costonis
Wednesday, April 5th, 2017 - 10:00 am Central Time Zone

Will your financial institution experience more debit card fraud investigation in 2017? Learn steps for handling disputes, plus time frames for resolving unauthorized transaction claims.

Related Topics: Compliance, Risk Management/Legal, Deposit Accounts

BSA Series: 10 Examination Hot Spots

Presented by Photo of Deborah Crawford Deborah Crawford
Wednesday, April 5th, 2017 - 1:30 pm Central Time Zone

We will look at the top exam issues for 2017 and focus on avoiding the mishaps of poor planning on your examination.

Related Topics: Compliance, BSA

Flood Insurance Compliance

Presented by Photo of Jerod Moyer Jerod Moyer
Thursday, April 6th, 2017 - 10:00 am Central Time Zone

Join us for a webinar covering the flood insurance compliance HOT SPOTS.

Related Topics: Compliance, Risk Management/Legal, Lending

Loan Participations: What You Should Know

Presented by Photo of Jeffery Johnson Jeffery Johnson
Thursday, April 6th, 2017 - 1:30 pm Central Time Zone

Learn the basic requirements for successful loan participations or syndications.

Related Topics: Lending

Key Ratio Analysis: Calculating and Interpreting the Numbers Correctly!

Presented by Photo of David Osburn David Osburn
Friday, April 7th, 2017 - 10:00 am Central Time Zone

Learn a “five-step” analysis plan that will clarify and “unify” this often confusing financial subject.

Related Topics: Lending

Excel Explained: Minimize Spreadsheet Errors

Presented by Photo of David Ringstrom David Ringstrom
Monday, April 10th, 2017 - 1:30 pm Central Time Zone

Learn a variety of tricks and techniques you can use to improve the integrity of your Excel spreadsheets.

Related Topics: Computer Skills

Regulation CC - Check Holds

Presented by Photo of Deborah Crawford Deborah Crawford
Tuesday, April 11th, 2017 - 10:00 am Central Time Zone

Key questions will be addressed in this informative and easy to follow program for the frontline.

Related Topics: Compliance

Opening New Accounts - Three-Part Series

Presented by Photo of Patrice Konarik Patrice Konarik
Tuesday, April 11th, 2017 - 1:30 pm Central Time Zone

This is a three-part webinar series on Opening New Accounts.

Related Topics: Deposit Accounts

Opening New Accounts I - Legal Ownership of Consumer Accounts

Presented by Photo of Patrice Konarik Patrice Konarik
Tuesday, April 11th, 2017 - 1:30 pm Central Time Zone

When we look at a legal document, 4 points must be clear: Learn what they are and why.

Related Topics: Risk Management/Legal, Deposit Accounts

Safe Deposit Box “Danger Zones”

Presented by Photo of David P. McGuinn David P. McGuinn
Wednesday, April 12th, 2017 - 10:00 am Central Time Zone

Get a realistic and well-organized method of reviewing and auditing your procedures before a catastrophe occurs.

Related Topics: Compliance, Risk Management/Legal

Boosting Morale, Service & Cross-Selling

Presented by Photo of Honey Shelton Honey Shelton
Wednesday, April 12th, 2017 - 1:30 pm Central Time Zone

Learn how to boost morale among the troops so they can boost service delivery and cross-selling!

Related Topics: Human Resources

Basic Bankruptcy for Bankers

Presented by Photo of Robin Russell Robin Russell
Thursday, April 13th, 2017 - 10:00 am Central Time Zone

This webinar will introduce you to the world of bankruptcy.

Related Topics: Lending, Risk Management/Legal

Opening New Accounts II - Business Accounts

Presented by Photo of Suzie Jones Suzie Jones
Tuesday, April 18th, 2017 - 10:00 am Central Time Zone

We'll investigate the types of business entities available in most states and clarify who has authority to open the account and ultimately sign the resolutions.

Related Topics: Risk Management/Legal, Deposit Accounts

Dealing with Appraisals: Regulations and Requirements

Presented by Photo of Carl Pry Carl Pry
Tuesday, April 18th, 2017 - 1:30 pm Central Time Zone

Learn in-depth details of the appraisal and valuation process, from both the lender and appraiser side of the game.

Related Topics: Compliance, Lending

Analyzing Tax Returns for Mortgage Decisions

Presented by Photo of J.T. Turner J.T. Turner
Wednesday, April 19th, 2017 - 10:00 am Central Time Zone

This webinar is designed to give mortgage lenders a better grasp of tax returns and their importance in making quality loan decisions.

Related Topics: Lending

Robbery Prevention & Response

Presented by Photo of Carol Dodgen Carol Dodgen
Wednesday, April 19th, 2017 - 1:30 pm Central Time Zone

In this session, we will discuss methods of robbery prevention, including policies and physical security, as well as robbery response.

Related Topics: Risk Management/Legal

FFIEC Mobile Services Guidance Review

Presented by Photo of Chad Knutson Chad Knutson
Thursday, April 20th, 2017 - 10:00 am Central Time Zone

We will discuss the expectations within the FFIEC Retail Payments Booklet.

Related Topics: Risk Management/Legal

Compliance Perspectives: A Monthly Update

Presented by Photo of Carl Pry Carl Pry
Thursday, April 20th, 2017 - 1:00 pm Central Time Zone

A monthly webinar series to help you keep up with changes and deadlines in the compliance area in a quick and easy format.

Related Topics: Compliance

Advanced Lending Techniques Through Loan Hedging

Presented by Photo of Ed Kofman Ed Kofman
Friday, April 21st, 2017 - 10:00 am Central Time Zone

In an unprecedented interest rate environment, we will share strategies that allow lenders to address essential questions.

Related Topics: Lending

Commercial & Business Lending Basics for Support Personnel

Presented by Photo of Richard Hamm Richard Hamm
Monday, April 24th, 2017 - 1:30 pm Central Time Zone

This webinar is designed to take the "mystery" out of the commercial lending process and the confusing terminology often used by lenders.

Related Topics: Lending

Deposit Analysis for Today's Environment

Presented by Photo of Dave Koch Dave Koch
Tuesday, April 25th, 2017 - 10:00 am Central Time Zone

In this session, we will examine how a bank might review its depositor composition.

Related Topics: Deposit Accounts, Executive/Director

CDD and the 5th Pillar

Presented by Photo of Don Blaine Don Blaine
Tuesday, April 25th, 2017 - 1:30 pm Central Time Zone

This two-hour program identifies which guidance has now become a regulatory requirement and needs to be addressed immediately.

Related Topics: Compliance, BSA, Deposit Accounts

CRA - Review and Update

Presented by Photo of Kelly M. Owsley & Jack Holzknecht Kelly M. Owsley & Jack Holzknecht
Wednesday, April 26th, 2017 - 10:00 am Central Time Zone

This program contains core knowledge needed by all lenders to implement the new CRA rules.

Related Topics: Compliance, Lending

Opening New Accounts III - Trust, Fiduciary and Minor Accounts

Presented by Photo of Susan Fonteno Susan Fonteno
Wednesday, April 26th, 2017 - 1:30 pm Central Time Zone

We'll discuss the responsibilities of collecting correct documentation, titling the account correctly, choosing the correct ownership and allowing proper access to the account.

Related Topics: Risk Management/Legal, Deposit Accounts

ACH Exception Processing

Presented by Photo of Kate Cole Kate Cole
Thursday, April 27th, 2017 - 10:00 am Central Time Zone

There is an exception to many rules, including ACH.

Related Topics: Compliance, Risk Management/Legal

Credit Card Compliance: Important Issues

Presented by Photo of Carl Pry Carl Pry
Thursday, April 27th, 2017 - 1:30 pm Central Time Zone

This webinar will cover the in-depth credit rules in Reg Z, as well as other requirements.

Related Topics: Compliance

Opening Accounts for Nonprofits & Charities

Presented by Photo of Deborah Crawford Deborah Crawford
Tuesday, May 2nd, 2017 - 10:00 am Central Time Zone

Learn how to set-up these different nonprofit organizations, associations and corporations.

Related Topics: Risk Management/Legal, Deposit Accounts

Lending 101

Presented by Photo of Anne Lolley Anne Lolley
Tuesday, May 2nd, 2017 - 1:30 pm Central Time Zone

In this unique webinar, Anne Lolley will provide an overview of federal compliance laws.

Related Topics: Lending

Consumer Compliance Rating System Program - 2017 Update

Presented by Photo of Don Blaine Don Blaine
Wednesday, May 3rd, 2017 - 10:00 am Central Time Zone

We will address all three main categories - "Board and Management Oversight", "Compliance Program" and "Violations of Law and Consumer Harm" - along with each of those categories 19 subcomponents.<... More →

Related Topics: Compliance

Understanding Commercial Loan Documents

Presented by Photo of Robin Russell Robin Russell
Wednesday, May 3rd, 2017 - 1:30 pm Central Time Zone

The instructor will lead participants through all sections of the various required loan documents.

Related Topics: Lending

Top 10 Missing FFIEC Cybersecurity Assessment Controls

Presented by Photo of Chad Knutson Chad Knutson
Thursday, May 4th, 2017 - 10:00 am Central Time Zone

We will discuss the expectations within the FFIEC Retail Payments Booklet.

Related Topics: Risk Management/Legal

Coaching Tellers to Excellence

Presented by Photo of Honey Shelton Honey Shelton
Thursday, May 4th, 2017 - 1:30 pm Central Time Zone

You will see how you can put coaching techniques into your leadership skills and get positive and meaningful results.

Related Topics: Management/Employee Development

Bank Call Report Preparation for Beginners - Five Part Series

Presented by Photo of Ann Thomas Ann Thomas
Friday, May 5th, 2017 - 10:00 am Central Time Zone

For bankers new to call report preparation, we'll cover basic reporting requirements, schedules, maturity and repricing, Basel III risk based capital, and more.

Related Topics: Reporting

Officer Calling: Prospecting, Preparing & Presentation

Presented by Photo of Jeffery Johnson Jeffery Johnson
Monday, May 8th, 2017 - 1:30 pm Central Time Zone

Learn practical ideas for enhancing your calling process by focusing on every aspect from preparing for the call to handling objections, to closing the sale and retaining your customer.

Related Topics: Sales

Customer Identification Programs and Customer Due Diligence: 2017 Update

Presented by Photo of Deborah Crawford Deborah Crawford
Tuesday, May 9th, 2017 - 10:00 am Central Time Zone

This program will look line-by-line at the regulations and point out avenues of change to explore in 2017.

Related Topics: Compliance, BSA

Fair Lending Hot Topics in 2017 - What's On the Horizon?

Presented by Photo of Susan Costonis Susan Costonis
Tuesday, May 9th, 2017 - 1:30 pm Central Time Zone

How will your regulator evaluate Fair Lending compliance in the next exam?

Related Topics: Compliance, Lending

Call Reports: RC-C Loan Coding and Related RC-R Reporting

Presented by Photo of Ann Thomas Ann Thomas
Wednesday, May 10th, 2017 - 10:00 am Central Time Zone

This webinar will help you learn the classification priority for reporting loan information correctly.

Related Topics: Reporting

Providing Accurate and Timely Adverse Action Notices

Presented by Photo of Kelly M. Owsley & Jack Holzknecht Kelly M. Owsley & Jack Holzknecht
Wednesday, May 10th, 2017 - 1:30 pm Central Time Zone

This webinar reviews the requirements and covers common violations and provides solutions.

Related Topics: Compliance, Lending

Controlling the Risks of Power of Attorney Documents

Presented by Photo of Terri D. Thomas Terri D. Thomas
Thursday, May 11th, 2017 - 10:00 am Central Time Zone

This two-hour presentation will provide financial institution personnel with best practices to use when dealing with these complex legal documents.

Related Topics: Risk Management/Legal, Risk Management

Problem Loan Workout in Today's Market

Presented by Photo of David Osburn David Osburn
Monday, May 15th, 2017 - 1:30 pm Central Time Zone

Learn a “five-step” analysis plan that will clarify and “unify” this often confusing financial subject.

Related Topics: Lending, Risk Management/Legal

Living Trust Documents

Presented by Photo of Terri D. Thomas Terri D. Thomas
Tuesday, May 16th, 2017 - 10:00 am Central Time Zone

This two-hour presentation will provide financial institution personnel with best practices to use in dealing with these complex legal documents.

Related Topics: Risk Management/Legal, Risk Management

Basic Underwriting

Presented by Photo of J.T. Turner J.T. Turner
Wednesday, May 17th, 2017 - 10:00 am Central Time Zone

This class will give an excellent overview of the components of risk an underwriter considers in reviewing a loan.

Related Topics: Lending

Escrow Account Compliance

Presented by Photo of David Dickinson David Dickinson
Thursday, May 18th, 2017 - 10:00 am Central Time Zone

This webinar will cover the latest requirements, guidance, best practices and compliance hot spots.

Related Topics: Compliance, Lending

Commercial Real Estate Lending: Cash Flow Analysis & Cap Rates

Presented by Photo of Richard Hamm Richard Hamm
Thursday, May 18th, 2017 - 1:30 pm Central Time Zone

Learn to assess the important qualitative or non-financial factors that influence CRE performance over time.

Related Topics: Lending

Commercial Real Estate Lending Series

Presented by Photo of Richard Hamm Richard Hamm
Thursday, May 18th, 2017 - 1:30 pm Central Time Zone

Learn to assess the important qualitative or non-financial factors that influence CRE performance over time.

Related Topics: Lending

For Salespeople: Learn How Top Producing Bankers Prospect for Business

Presented by Photo of Jack Kasel Jack Kasel
Monday, May 22nd, 2017 - 12:00 pm Central Time Zone

Become more effective at the early steps in the sales process so you can shorten the sales cycle, eliminate stalls and "think it overs" at the closing table, and close more business.

Related Topics: Sales

Regulation DD (Truth in Savings): Common Errors

Presented by Photo of Deborah Crawford Deborah Crawford
Tuesday, May 23rd, 2017 - 10:00 am Central Time Zone

A comprehensive review of Truth In Savings and all the errors that can cause a financial institution to have a UDAAP issue or issues.

Related Topics: Risk Management/Legal, Deposit Accounts

Military Lending Act Essentials

Presented by Photo of Kelly M. Owsley & Jack Holzknecht Kelly M. Owsley & Jack Holzknecht
Wednesday, May 24th, 2017 - 10:00 am Central Time Zone

This webinar reviews the requirements and covers common violations and provides solutions.

Related Topics: Compliance, Lending

Regulatory Pressure on Third Party Management

Presented by Photo of Chad Knutson Chad Knutson
Thursday, May 25th, 2017 - 10:00 am Central Time Zone

We will explore best practices for Vendor Management, Third Party Risk Management, and Customer Risk Management.

Related Topics: Risk Management/Legal

Compliance Perspectives: A Monthly Update

Presented by Photo of Carl Pry Carl Pry
Thursday, May 25th, 2017 - 1:00 pm Central Time Zone

A monthly webinar series to help you keep up with changes and deadlines in the compliance area in a quick and easy format.

Related Topics: Compliance

Writing an Effective Credit Memorandum

Presented by Photo of Jeffery Johnson Jeffery Johnson
Monday, June 5th, 2017 - 1:30 pm Central Time Zone

Learn skills required to write an effective credit memorandum.

Related Topics: Lending

Notary Public

Presented by Photo of Terri D. Thomas Terri D. Thomas
Tuesday, June 6th, 2017 - 10:00 am Central Time Zone

Notaries and others will learn best practices for dealing with issues unique to the financial industry.

Related Topics: Risk Management/Legal

Three Key Risk Assessments in Your ERM Program - ERM, IT, and Internal Controls

Presented by Photo of Marci Malzahn Marci Malzahn
Tuesday, June 6th, 2017 - 1:30 pm Central Time Zone

This webinar will take you through a step-by-step process to develop three key Risk Assessments you must have as critical components of your ERM Program.

Related Topics: Risk Management/Legal

Prepaid Accounts - The New Rule

Presented by Photo of Don Blaine Don Blaine
Wednesday, June 7th, 2017 - 10:00 am Central Time Zone

This two-hour webinar will address all requirements of the new rule which primarily becomes effective on October 1, 2017.

Related Topics: Compliance, Deposit Accounts

Basics of Real Estate Loan Documentation

Presented by Photo of Robin Russell Robin Russell
Wednesday, June 7th, 2017 - 1:30 pm Central Time Zone

Receive an overview of real estate loan documentation requirements, regulatory compliance issues, loan administration issues and best practices.

Related Topics: Compliance, Lending

Writing New Accounts Procedures with New CDD

Presented by Photo of Deborah Crawford Deborah Crawford
Thursday, June 8th, 2017 - 10:00 am Central Time Zone

We will take the core document from deposit accounts documentation and set up a working document so that you can tailor your procedures into the framework we will provide.

Related Topics: Risk Management/Legal, Deposit Accounts

Introduction to Consumer Lending

Presented by Photo of David Osburn David Osburn
Monday, June 12th, 2017 - 1:30 pm Central Time Zone

Learn a “five-step” analysis plan that will clarify and “unify” this often confusing financial subject.

Related Topics: Lending

Call Center Representative Training

Presented by Photo of J.T. Turner J.T. Turner
Tuesday, June 13th, 2017 - 10:00 am Central Time Zone

This webinar will focus on the customer service aspects of Call Centers.

Related Topics: Sales, Management/Employee Development

Creating and Protecting Your Salaried-Exempt Status

Presented by Photo of Bob Gregg Bob Gregg
Wednesday, June 14th, 2017 - 10:00 am Central Time Zone

Learn how to avoid mistakes and land mines under the new Department of Labor FLSA rule.

Related Topics: Human Resources

Managing Your ACH Risk - ACH Risk Management & Compliance Series Part 1

Presented by Photo of Kate Cole Kate Cole
Wednesday, June 14th, 2017 - 1:30 pm Central Time Zone

This webinar is designed to help you understand the risks associated with the ACH and how to help mitigate those risks.

Related Topics: Compliance, Risk Management/Legal

ACH Risk Management & Compliance - Two Part Series

Presented by Photo of Kate Cole Kate Cole
Wednesday, June 14th, 2017 - 1:30 pm Central Time Zone

This webinar series is designed to help you understand the risks associated with the ACH and how to help mitigate those risks.

Related Topics: Compliance, Risk Management/Legal

ACH Compliance - ACH Risk Management & Compliance Series Part 2

Presented by Photo of Kate Cole Kate Cole
Friday, June 16th, 2017 - 10:00 am Central Time Zone

We will help you understand the compliance requirements associated with processing ACH entries on a day-to-day basis.

Related Topics: Compliance, Risk Management/Legal

Excel Explained: Pivot Tables Part 1

Presented by Photo of David Ringstrom David Ringstrom
Monday, June 19th, 2017 - 1:30 pm Central Time Zone

Learn the basics of using Excel pivot tables.

Related Topics: Computer Skills

Excel Explained: Pivot Tables - Two-Part Series

Presented by Photo of David Ringstrom David Ringstrom
Monday, June 19th, 2017 - 1:30 pm Central Time Zone

Practitioners will benefit from learning how to use Excel pivot tables to create accurate reports and manipulate data.

Related Topics: Computer Skills

Marketing & Advertising Compliance

Presented by Photo of Carl Pry Carl Pry
Tuesday, June 20th, 2017 - 10:00 am Central Time Zone

As the compliance environment becomes more complex, your marketing department must stay on top of all the rules and regulations. This session can help.

Related Topics: Compliance, Risk Management/Legal

W-9, W-8BEN and W-8BEN-E New Updated Forms and Info

Presented by Photo of Deborah Crawford Deborah Crawford
Tuesday, June 20th, 2017 - 1:30 pm Central Time Zone

During this program we will do a line-by-line review of the new forms and the subsequent tax reporting to the IRS.

Related Topics: Deposit Accounts, Reporting

Regulations X and Z - 2017 Revised Servicing Rules

Presented by Photo of Kelly M. Owsley & Jack Holzknecht Kelly M. Owsley & Jack Holzknecht
Wednesday, June 21st, 2017 - 10:00 am Central Time Zone

This webinar explains each revision and clarifies what steps each institution must take to assure compliance.

Related Topics: Compliance, Lending

Legal Issues of Checks

Presented by Photo of Deborah Crawford Deborah Crawford
Thursday, June 22nd, 2017 - 10:00 am Central Time Zone

Learn about many legal aspects of checks, and the compliance issues of Reg CC and BSA. This webinar will serve as the annual training requirement for both these regulations.

Related Topics: Risk Management/Legal, Management/Employee Development, Deposit Accounts

Compliance Perspectives: A Monthly Update

Presented by Photo of Carl Pry Carl Pry
Thursday, June 22nd, 2017 - 1:00 pm Central Time Zone

A monthly webinar series to help you keep up with changes and deadlines in the compliance area in a quick and easy format.

Related Topics: Compliance

FinTech Trends

Presented by Photo of Chad Knutson Chad Knutson
Friday, June 23rd, 2017 - 10:00 am Central Time Zone

We will explore current and emerging threats that target mobile devices and FinTech solutions.

Related Topics: Auditing/Reporting, Risk Management, Technology/Security

Excel Explained: Pivot Tables Part 2

Presented by Photo of David Ringstrom David Ringstrom
Monday, June 26th, 2017 - 1:30 pm Central Time Zone

Learn how to push the boundaries of pivot tables.

Related Topics: Computer Skills

HMDA Data Collection & Reporting Requirements for 2018

Presented by Photo of David Dickinson David Dickinson
Tuesday, June 27th, 2017 - 10:00 am Central Time Zone

We'll cover the upcoming HMDA changes and deliver plain English interpretations and guidance.

Related Topics: Compliance, Lending

Commercial Real Estate Lending: Property Types, Lease Structures and Other Non-Financial Risks

Presented by Photo of Richard Hamm Richard Hamm
Tuesday, June 27th, 2017 - 1:30 pm Central Time Zone

Learn to assess the important qualitative or non-financial factors that influence CRE performance over time.

Related Topics: Lending

Handling Accounts, Checks and IRS Reporting at Death

Presented by Photo of Deborah Crawford Deborah Crawford
Wednesday, June 28th, 2017 - 1:30 pm Central Time Zone

Learn about checks, IRAs, deposit ownership, trusts, UTMA, affidavits of heirship and other complex issues that can occur when a customer dies.

Related Topics: Risk Management/Legal, Deposit Accounts

Accounting 101

Presented by Photo of Eileen Iles Eileen Iles
Thursday, June 29th, 2017 - 10:00 am Central Time Zone

Check back for a complete description...

Related Topics: Operations, Reporting

Auditing Your Bank Secrecy Act Program

Presented by Photo of Deborah Crawford Deborah Crawford
Thursday, June 29th, 2017 - 1:30 pm Central Time Zone

This program is a must to stay current on BSA issues.

Related Topics: BSA

Opening Minor Accounts

Presented by Photo of Deborah Crawford Deborah Crawford
Wednesday, July 12th, 2017 - 1:30 pm Central Time Zone

Learn how to answer your adult accountholders' questions on how to set up accounts for grandchildren, for college, and other reasons to set up minor accounts.

Related Topics: Risk Management/Legal, Deposit Accounts

Small Creditor Revisions, ATR & QM Requirements

Presented by Photo of Jerod Moyer Jerod Moyer
Thursday, July 13th, 2017 - 10:00 am Central Time Zone

Learn about the Small Creditor criteria and how they affect your Ability to Repay (ATR), Qualified Mortgage (QM) and Higher-Priced Mortgage Loan (HPML) requirements.

Related Topics: Compliance, Lending

Vital Check and Deposit Issues - A Deeper Dive

Presented by Photo of Deborah Crawford Deborah Crawford
Friday, July 14th, 2017 - 10:00 am Central Time Zone

You will receive the 10 Simple Rules to Handle Checks that can save you worry, litigation and money.

Related Topics: Deposit Accounts, Management/Employee Development

ATM Cashout Scam

Presented by Photo of Chad Knutson Chad Knutson
Thursday, July 20th, 2017 - 10:00 am Central Time Zone

Learn how to properly integrate ATM security into your risk assessment program.

Related Topics: Risk Management/Legal, Risk Management, Technology/Security

Advanced Commercial Loan Documentation

Presented by Photo of Robin Russell Robin Russell
Wednesday, July 26th, 2017 - 1:30 pm Central Time Zone

Everything a commercial loan officer should know about the core commercial loan documentation package.

Related Topics: Risk Management/Legal, Lending

Compliance Perspectives: A Monthly Update

Presented by Photo of Carl Pry Carl Pry
Thursday, July 27th, 2017 - 1:00 pm Central Time Zone

A monthly webinar series to help you keep up with changes and deadlines in the compliance area in a quick and easy format.

Related Topics: Compliance

Advanced Cash Flow Analysis

Presented by Photo of David Osburn David Osburn
Monday, August 7th, 2017 - 1:30 pm Central Time Zone

Learn a “five-step” analysis plan that will clarify and “unify” this often confusing financial subject.

Related Topics: Lending

Excel Explained: Budget Spreadsheets

Presented by Photo of David Ringstrom David Ringstrom
Wednesday, August 9th, 2017 - 10:00 am Central Time Zone

Participants will learn how to create resilient and dynamic budget spreadsheets in this valuable webinar.

Related Topics: Computer Skills

Applicants and Applications

Presented by Photo of David Dickinson David Dickinson
Thursday, August 17th, 2017 - 10:00 am Central Time Zone

Join us for this two-hour Applicants and Applications compliance webinar.

Related Topics: Lending

Understanding Real Estate Loan Documents

Presented by Photo of Robin Russell Robin Russell
Wednesday, August 23rd, 2017 - 1:30 pm Central Time Zone

Gain understanding of all sections of required real estate loan documents

Related Topics: Compliance, Risk Management/Legal, Lending

Compliance Perspectives: A Monthly Update

Presented by Photo of Carl Pry Carl Pry
Thursday, August 24th, 2017 - 1:00 pm Central Time Zone

A monthly webinar series to help you keep up with changes and deadlines in the compliance area in a quick and easy format.

Related Topics: Compliance

Regulation B - Joint Intent

Presented by Photo of David Dickinson David Dickinson
Thursday, September 21st, 2017 - 10:00 am Central Time Zone

Join this Regulation B - Joint Intent compliance webinar to learn the who, what, when, where and how’s of documenting an applicant’s intent to be a joint applicant.

Related Topics: Compliance, Lending

Oil & Gas Lending: Structuring & Restructuring

Presented by Photo of Robin Russell Robin Russell
Friday, September 22nd, 2017 - 10:00 am Central Time Zone

A must for any bank that has loans or is considering loaning against oil & gas assets.

Related Topics: Compliance, Lending

Compliance Perspectives: A Monthly Update

Presented by Photo of Carl Pry Carl Pry
Thursday, September 28th, 2017 - 1:00 pm Central Time Zone

A monthly webinar series to help you keep up with changes and deadlines in the compliance area in a quick and easy format.

Related Topics: Compliance

Excel Explained: Filtering and Formatting Data

Presented by Photo of David Ringstrom David Ringstrom
Friday, October 13th, 2017 - 10:00 am Central Time Zone

In this helpful session, Excel expert David Ringstrom, CPA, shares various ways you can streamline filtering tasks.

Related Topics: Computer Skills

Basic Secured Loan Documentation

Presented by Photo of Robin Russell Robin Russell
Wednesday, October 18th, 2017 - 1:30 pm Central Time Zone

Learn about basic loan documentation principles and practices under Revised Article 9 for collateral.

Related Topics: Lending

Lien Perfection: Business Collateral

Presented by Photo of Robin Russell Robin Russell
Thursday, October 19th, 2017 - 1:30 pm Central Time Zone

Learn about specific classifications of collateral and language description requirements for UCC-1s and security agreements.

Related Topics: Lending

Compliance Perspectives: A Monthly Update

Presented by Photo of Carl Pry Carl Pry
Thursday, October 26th, 2017 - 1:00 pm Central Time Zone

A monthly webinar series to help you keep up with changes and deadlines in the compliance area in a quick and easy format.

Related Topics: Compliance

Loan Participations for Community Banks: Risks & Rewards

Presented by Photo of Robin Russell Robin Russell
Thursday, November 9th, 2017 - 1:30 pm Central Time Zone

Gain a thorough understanding of Participation Agreements.

Related Topics: Lending

Compliance Perspectives: A Monthly Update

Presented by Photo of Carl Pry Carl Pry
Thursday, November 16th, 2017 - 1:00 pm Central Time Zone

A monthly webinar series to help you keep up with changes and deadlines in the compliance area in a quick and easy format.

Related Topics: Compliance

Excel Explained: Managing Large Spreadsheets

Presented by Photo of David Ringstrom David Ringstrom
Monday, November 27th, 2017 - 1:30 pm Central Time Zone

We will demonstrate a number of ways you can manage large spreadsheets with aplomb.

Related Topics: Computer Skills

Agricultural Loan Documentation & Administration

Presented by Photo of Robin Russell Robin Russell
Friday, December 8th, 2017 - 10:00 am Central Time Zone

Learn about agricultural collateral, risk management, loan documentation, loan administration and loan monitoring.

Related Topics: Risk Management/Legal, Lending

Excel Explained: Introduction to Spreadsheets

Presented by Photo of David Ringstrom David Ringstrom
Tuesday, December 12th, 2017 - 1:30 pm Central Time Zone

Learn the basics of Excel spreadsheets, getting the knowledge needed to create functional spreadsheets and manipulate large lists of data.

Related Topics: Computer Skills

Compliance Perspectives: A Monthly Update

Presented by Photo of Carl Pry Carl Pry
Thursday, December 21st, 2017 - 1:00 pm Central Time Zone

A monthly webinar series to help you keep up with changes and deadlines in the compliance area in a quick and easy format.

Related Topics: Compliance