All Upcoming Events for BankWebinars

New BSA Officer Training

Presented by Photo of Deborah Crawford Deborah Crawford
Thursday, May 24th, 2018 - 1:30 pm Central Time Zone

We will help you set up a framework to begin your new job and organize the sections of the BSA exam manual and law so you will know how to begin.

Related Topics: BSA

Opening Accounts for Nonprofits & Charities

Presented by Photo of Deborah Crawford Deborah Crawford
Tuesday, May 29th, 2018 - 10:00 am Central Time Zone

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

Related Topics: Deposit Accounts

Officer Calling: Prospecting, Preparing & Presentation

Presented by Photo of Jeffery Johnson Jeffery Johnson
Tuesday, May 29th, 2018 - 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

Writing Teller Training and Procedures

Presented by Photo of Deborah Crawford Deborah Crawford
Wednesday, May 30th, 2018 - 10:00 am Central Time Zone

Join us for an overview on writing teller training and procedures. They go hand in hand with success at the frontline.

Related Topics: Human Resources, Management/Employee Development

Bank Call Report Preparation for Beginners - Part 1

Presented by Photo of Ann Thomas Ann Thomas
Friday, June 1st, 2018 - 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

Bank Call Report Preparation for Beginners - Five Part Series

Presented by Photo of Ann Thomas Ann Thomas
Friday, June 1st, 2018 - 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

Using Personal Tax Returns for Global Cashflow: What's Cashflow and What Isn't

Presented by Photo of Vin DiCara Vin DiCara
Monday, June 4th, 2018 - 1:30 pm Central Time Zone

Learn what forms and schedules in personal tax returns you should pay attention to and what you should ignore.

Related Topics: Lending

Call Center Representative Training

Presented by Photo of J.T. Turner J.T. Turner
Tuesday, June 5th, 2018 - 10:00 am Central Time Zone

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

Related Topics: Sales, Management/Employee Development

TRID Amendments 2018

Presented by Photo of Carl Pry Carl Pry
Tuesday, June 5th, 2018 - 1:30 pm Central Time Zone

This webinar is intended to review and discuss many of the major issues lenders are facing with TRID, including the recent changes, black hole, and some continued unresolved questions and how to de... More →

Related Topics: Compliance, Lending, TRID

Protecting Your Salaried-Exempt Status

Presented by Photo of Bob Gregg Bob Gregg
Wednesday, June 6th, 2018 - 10:00 am Central Time Zone

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

Related Topics: Human Resources

Basics of Real Estate Loan Documentation

Presented by Photo of Robin Russell Robin Russell
Wednesday, June 6th, 2018 - 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

25 Baseline Controls Banks Struggle to Implement

Presented by Photo of Chad Knutson Chad Knutson
Thursday, June 7th, 2018 - 10:00 am Central Time Zone

We have identified the top 25 most common baseline controls not implemented by financial institutions.

Related Topics: Risk Management/Legal

Signature Card Danger Zones

Presented by Photo of Deborah Crawford Deborah Crawford
Thursday, June 7th, 2018 - 1:30 pm Central Time Zone

This is a "must attend" webinar to learn about risks, liability and losses that can occur due to signature card contracts and, most importantly, how to avoid these issues!

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

Bank Call Report Preparation for Beginners - Part 2

Presented by Photo of Ann Thomas Ann Thomas
Friday, June 8th, 2018 - 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

CRA - A Law or a Game

Presented by Photo of Jack Holzknecht Jack Holzknecht
Monday, June 11th, 2018 - 1:30 pm Central Time Zone

CRA is not a game, but like playing a game once the rules are mastered results are improved. This program explains the rules.

Related Topics: Compliance, Lending

Onboarding Your New Hire

Presented by Photo of Honey Shelton Honey Shelton
Tuesday, June 12th, 2018 - 1:30 pm Central Time Zone

Learn how to excel at new employee onboarding.

Related Topics: Human Resources, Management/Employee Development

Alert! FFIEC Issues New Customer Due Diligence and Beneficial Ownership Examination Procedures

Presented by Photo of Deborah Crawford Deborah Crawford
Wednesday, June 13th, 2018 - 10:00 am Central Time Zone

On May 11th, 2018, the Federal Financial Institutions Examination Council (FFIEC) issued new examination procedures on the final rule.

Related Topics: Compliance, BSA, Deposit Accounts

Excel Explained: Pivot Tables 101

Presented by Photo of David Ringstrom David Ringstrom
Wednesday, June 13th, 2018 - 1:30 pm Central Time Zone

Excel expert David H. Ringstrom, CPA, focuses on the basics of using Excel pivot tables in this comprehensive presentation.

Related Topics: Computer Skills

Limited Liability Companies: Do's and Don'ts

Presented by Photo of Deborah Crawford Deborah Crawford
Thursday, June 14th, 2018 - 1:30 pm Central Time Zone

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

Related Topics: Deposit Accounts

Bank Call Report Preparation for Beginners - Part 3

Presented by Photo of Ann Thomas Ann Thomas
Friday, June 15th, 2018 - 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

Quarterly Compliance Briefing: Summer 2018

Presented by Photo of Carl Pry Carl Pry
Monday, June 18th, 2018 - 1:30 pm Central Time Zone

A quarterly update to help you keep up with changes and deadlines in the compliance area in a quick and easy format.

Related Topics: Compliance

Notary Public

Presented by Photo of Terri D. Thomas Terri D. Thomas
Tuesday, June 19th, 2018 - 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

RESPA - Those Pesky Section 8 Violations

Presented by Photo of Jack Holzknecht Jack Holzknecht
Tuesday, June 19th, 2018 - 1:30 pm Central Time Zone

This program reviews the RESPA/Regulation X rules that prohibit unearned fees and kickbacks and many of the recent consent decrees brokered by the CFPB.

Related Topics: Compliance, Lending

BSA Series: 10 Examination Hot Spots

Presented by Photo of Deborah Crawford Deborah Crawford
Wednesday, June 20th, 2018 - 1:30 pm Central Time Zone

We will look at the top exam issues for 2018 and focus on avoiding the mishaps of poor planning on your examination.

Related Topics: Compliance, BSA

10 Overdraft Privilege Hotspots Including Regulations, Lawsuits & Guidance

Presented by Photo of Deborah Crawford Deborah Crawford
Thursday, June 21st, 2018 - 1:30 pm Central Time Zone

We will take a look at litigation, federal laws, state law issues and other ODP “hotspots” in this regulatory environment.

Related Topics: Compliance

Bank Call Report Preparation for Beginners - Part 4

Presented by Photo of Ann Thomas Ann Thomas
Friday, June 22nd, 2018 - 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

Residential Construction Lending

Presented by Photo of Richard Hamm Richard Hamm
Monday, June 25th, 2018 - 1:30 pm Central Time Zone

Receive an overview of the major issues involved in consumer or residential construction lending.

Related Topics: Lending

Basic Cash Flow Analysis

Presented by Photo of Jeffery Johnson Jeffery Johnson
Tuesday, June 26th, 2018 - 10:00 am Central Time Zone

Learn how to calculate cash flow using the Universal Cash Flow Analysis method (UCA).

Related Topics: Lending

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

Presented by Photo of Richard Hamm Richard Hamm
Tuesday, June 26th, 2018 - 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

Thirty (30) Important Steps to Properly Audit Your Safe Deposit Department

Presented by Photo of David P. McGuinn David P. McGuinn
Thursday, June 28th, 2018 - 10:00 am Central Time Zone

This seminar covers the “nuts and bolts” and the important steps that must be followed to audit your entire safe deposit function.

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

Alert! Reg CC Changes Go Into Effect In July - Are You Ready?

Presented by Photo of Deborah Crawford Deborah Crawford
Thursday, June 28th, 2018 - 1:30 pm Central Time Zone

In the final rule, the Board has modified the current check collection and return requirements to reflect the virtually all electronic check collection and return environment and to encourage all d... More →

Related Topics: Compliance

Bank Call Report Preparation for Beginners - Part 5

Presented by Photo of Ann Thomas Ann Thomas
Friday, June 29th, 2018 - 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

Best-Ever Compliance Checklists for Consumer Loans

Presented by Photo of Anne Lolley Anne Lolley
Monday, July 9th, 2018 - 1:30 pm Central Time Zone

Colorful easy-to-use checklists lead lenders and processors through the various compliance requirements.

Related Topics: Compliance, Lending

Handling Loan Applications – What can go wrong?

Presented by Photo of Susan Costonis Susan Costonis
Tuesday, July 10th, 2018 - 10:00 am Central Time Zone

Join this fast-paced webinar to understand the application process with step by step instructions and actual examples that explain the requirements of several confusing regulations in terms that ar... More →

Related Topics: Compliance, Lending

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

Presented by Photo of Deborah Crawford Deborah Crawford
Tuesday, July 10th, 2018 - 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

Flood Insurance: Compliance Issues

Presented by Photo of Carl Pry Carl Pry
Wednesday, July 11th, 2018 - 10:00 am Central Time Zone

We'll concentrate on some of the more vexing current issues in flood compliance by talking through sample scenarios and explaining best practices in keeping your portfolio covered.

Related Topics: Compliance, Lending

ATM Cashout Scams

Presented by Photo of Jon Waldman Jon Waldman
Thursday, July 12th, 2018 - 10:00 am Central Time Zone

This session is intended to ensure that ATM security has moved up on your radar and been properly integrated into your risk assessment program.

Related Topics: Risk Management/Legal

Business Writing for Financial Professionals

Presented by Photo of Philip  Vassallo Philip Vassallo
Thursday, July 12th, 2018 - 1:30 pm Central Time Zone

This webinar provides a systematic, top-down approach to business-writing situations that includes the key principles of focused, thorough, organized, and articulate financial documents.

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

Providing Accurate and Timely Adverse Action Notices

Presented by Photo of Jack Holzknecht Jack Holzknecht
Monday, July 16th, 2018 - 1:30 pm Central Time Zone

This webinar covers the proper and timely handling of denial notices in accordance with ECOA/Regulation B and FCRA.

Related Topics: Compliance, Lending

Dealing with Subpoenas, Summonses, Garnishments, Tax Levies, Etc.

Presented by Photo of Terri D. Thomas Terri D. Thomas
Tuesday, July 17th, 2018 - 10:00 am Central Time Zone

Learn how to deal effectively with these documents and the parties who serve them upon you.

Related Topics: Risk Management/Legal

Increasing Fee Income without Raising Fees

Presented by Photo of Byan Easley Byan Easley
Tuesday, July 17th, 2018 - 1:30 pm Central Time Zone

Walk away with strategies to enhance your fee revenue and keep your most profitable customers longer.

Related Topics: Executive

Customer Due Diligence & Beneficial Owners: Two Month Checkpoint

Presented by Photo of Jerod Moyer Jerod Moyer
Wednesday, July 18th, 2018 - 10:00 am Central Time Zone

Join us for a webinar covering Customer Due Diligence & Beneficial Owners.

Related Topics: Compliance, Lending

Advanced Commercial Loan Documentation

Presented by Photo of Robin Russell Robin Russell
Wednesday, July 18th, 2018 - 1:30 pm Central Time Zone

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

Related Topics: Lending, Risk Management/Legal

Incident Response and Forensics

Presented by Photo of Chad Knutson Chad Knutson
Thursday, July 19th, 2018 - 1:30 pm Central Time Zone

In this session we will explore possible threats that we should be prepared for and how to build a program to protect against them.

Related Topics: Risk Management/Legal

Developing a Strong Enterprise-Wide Risk Assessment for Your ERM Program

Presented by Photo of Marci Malzahn Marci Malzahn
Tuesday, July 24th, 2018 - 1:30 pm Central Time Zone

This webinar will take you through a step-by-step process to develop Risk Assessments to address key areas of your institution.

Related Topics: Risk Management/Legal, Executive

Business Development for All Responsible Parties

Presented by Photo of Honey Shelton Honey Shelton
Wednesday, July 25th, 2018 - 1:30 pm Central Time Zone

This online seminar teaches those charged with business development responsibilities the primary skills, thought processes and behaviors necessary to expand relationships and to excel at client acq... More →

Related Topics: Human Resources, Management/Employee Development

Audit Report Writing

Presented by Photo of Philip  Vassallo Philip Vassallo
Thursday, July 26th, 2018 - 10:00 am Central Time Zone

You'll receive excellent resources that you can continually turn to during intense, complex audit engagements.

Related Topics: Auditing, Management/Employee Development

Auditing Your Bank Secrecy Act Program

Presented by Photo of Deborah Crawford Deborah Crawford
Thursday, July 26th, 2018 - 1:30 pm Central Time Zone

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

Related Topics: Auditing, BSA

Lending to Churches & Other Religious Institutions

Presented by Photo of Jeffery Johnson Jeffery Johnson
Friday, July 27th, 2018 - 10:00 am Central Time Zone

This course will cover the major church lending risks and discusses how a bank can prudently manage these risks by exposing participants to the appropriate methods of analyzing and lending to Relig... More →

Related Topics: Lending

Untangling the Web of Fee Disclosures

Presented by Photo of Jack Holzknecht Jack Holzknecht
Monday, July 30th, 2018 - 1:30 pm Central Time Zone

This webinar will help you untangle the intricacies of numerous fee disclosure requirements.

Related Topics: Compliance, Lending

CRE Appraisals: Two-Part Series

Presented by Photo of Richard Hamm Richard Hamm
Tuesday, July 31st, 2018 - 1:30 pm Central Time Zone

This is the two-part webinar to be held on July 31st and August 20th, 2018.

Related Topics: Lending

CRE Appraisals: Appraisal Components, Approaches to Value and Cap Rates

Presented by Photo of Richard Hamm Richard Hamm
Tuesday, July 31st, 2018 - 1:30 pm Central Time Zone

Fundamental principles and features and CRE appraisals are covered.

Related Topics: Lending

Crimes Against Your Customer - Front line Staff Training

Presented by Photo of Deborah Crawford Deborah Crawford
Wednesday, August 8th, 2018 - 1:30 pm Central Time Zone

We will look at the red flags and scenarios for Elder Abuse, Identity Theft, Business Email Compromise Schemes and Human Trafficking.

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

CRE Appraisals: Regulations and the Review Process

Presented by Photo of Richard Hamm Richard Hamm
Monday, August 20th, 2018 - 1:30 pm Central Time Zone

This session will cover the key issues from the 2010 Interagency Appraisal and Evaluation Guidelines and tips for integrating them into your existing policies.

Related Topics: Lending

What’s All the Fuss About Escrows?

Presented by Photo of Jack Holzknecht Jack Holzknecht
Monday, September 10th, 2018 - 1:30 pm Central Time Zone

This webinar covers all of the escrow rules, including the long standing and the recently revised requirements of the flood regulations, Regulation X and Regulation Z.

Related Topics: Compliance, Lending