All Upcoming Events for BankWebinars

Call Reporting on Loan Related Items - 2 Part Series

Presented by Photo of Cynthia Dopjera Cynthia Dopjera
Wednesday, August 12th, 2020 - 1:30 pm Central Time Zone

The Call Report is constantly changing, producing confusion and many questions. Extensive changes took place over the course of the past few years and months and there are more on the horizon.

Related Topics: Reporting

Call Reporting on Loan Related Items - Part 2

Presented by Photo of Cynthia Dopjera Cynthia Dopjera
Thursday, August 13th, 2020 - 10:00 am Central Time Zone

The Call Report is constantly changing, producing confusion and many questions. Extensive changes took place over the course of the past few years and months and there are more on the horizon.

Related Topics: Reporting

Cannabis Update: Marijuana and Hemp

Presented by Photo of Deborah Crawford Deborah Crawford
Thursday, August 13th, 2020 - 1:30 pm Central Time Zone

Don’t miss this program. It is a must for those in the states and those who are pending. We will cover pending or final federal legislation.

Related Topics: Compliance, Lending

Excel Explained: Speed Tips

Presented by Photo of David Ringstrom David Ringstrom
Friday, August 14th, 2020 - 10:00 am Central Time Zone

This enlightening webcast presented by David Ringstrom, CPA, will empower you to quickly accomplish tasks that might currently be taking you several minutes or even hours to complete.

Related Topics: Computer Skills

Strategic Loan Pricing

Presented by Photo of Richard Hamm Richard Hamm
Monday, August 17th, 2020 - 1:30 pm Central Time Zone

This session will cover seven strategic concepts. Along the way, we will demonstrate how to measure loan profitability and calculate the required rate of return on a loan. We'll discuss how to use ... More →

Related Topics: Lending

Most Common TRID Issues

Presented by Photo of Carl Pry Carl Pry
Tuesday, August 18th, 2020 - 10:00 am Central Time Zone

Our goal is to ensure you understand where the TRID rules can create uncertainty and risk, and insulate your institution as much as possible from noncompliance.

Related Topics: Compliance, Lending

When to Coach? When to Supervise?

Presented by Photo of Honey Shelton Honey Shelton
Tuesday, August 18th, 2020 - 1:30 pm Central Time Zone

This webinar will encourage you to be prepared to be effective both as a coach and as a supervisor. How are they different? How are they alike?

Related Topics: Human Resources, Management/Employee Development

HMDA Headaches and Cures

Presented by Photo of Susan Costonis Susan Costonis
Wednesday, August 19th, 2020 - 10:00 am Central Time Zone

This webinar will focus on the common issues that cause HMDA "headaches" and reporting errors. It also offers practical solutions to prevent the headaches.

Related Topics: Compliance, Lending

Implementing the Revised URLA: Here are the Details!

Presented by Photo of Molly Stull Molly Stull
Wednesday, August 19th, 2020 - 1:30 pm Central Time Zone

Join us as we work through the numerous changes to the five sections of the redesigned Uniform Residential Loan Application (URLA).

Related Topics: Compliance, Lending

Director Compensation and Compensation Committee Best Practices

Presented by Photo of Mike Blanchard & Matt Brei Mike Blanchard & Matt Brei
Thursday, August 20th, 2020 - 10:00 am Central Time Zone

In this session, we will discuss director compensation and benefit trends. A general breakdown of the various components included in director compensation packages will be provided.

Related Topics: Human Resources

Compliance for Commercial Lending

Presented by Photo of Carl Pry Carl Pry
Thursday, August 20th, 2020 - 1:30 pm Central Time Zone

In this webinar we’ll review and discuss the regulatory requirements that apply to commercial loans so you won’t miss anything.

Related Topics: Compliance, Lending

Digital Forensics & Incident Response

Presented by Photo of Buzz Hillestad Buzz Hillestad
Friday, August 21st, 2020 - 10:00 am 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

Advanced Financial Statement Analysis

Presented by Photo of David Osburn David Osburn
Monday, August 24th, 2020 - 1:30 pm Central Time Zone

Attend this proactive webinar and learn a “comprehensive approach” to financial statement analysis.

Related Topics: Lending

2 Day IRA Seminar: Basic & Advanced Issues OnDemand with Live Streaming

Presented by Photo of Patrice Konarik Patrice Konarik
Tuesday, August 25th, 2020 - 9:00 am Central Time Zone

Attend this comprehensive IRA Seminar via Live Streaming Video!

Related Topics: IRAs

IRA Basic Issues Seminar OnDemand with Live Streaming

Presented by Photo of Patrice Konarik Patrice Konarik
Tuesday, August 25th, 2020 - 9:00 am Central Time Zone

Attend this comprehensive IRA Seminar via Live Streaming Video!

Related Topics: IRAs

Current Status of the Ability-to-Repay/Qualified Mortgage Rules

Presented by Photo of Jack Holzknecht Jack Holzknecht
Tuesday, August 25th, 2020 - 10:00 am Central Time Zone

This two-hour webinar provides a comprehensive review of all the ATR options, including the existing and new QM options. The new EGRRCPA rules receive special attention. The program helps you decid... More →

Related Topics: Compliance, Lending, Risk Management/Legal

Vendor Management - How Model Risk Fits In

Presented by Photo of Marci Malzahn Marci Malzahn
Tuesday, August 25th, 2020 - 1:30 pm Central Time Zone

You will walk away with a clearer understanding of where Vendor Management and Model Risk Management fit it within your ERM program.

Related Topics: Risk Management/Legal, Executive

IRA Advanced Issues Seminar OnDemand with Live Streaming

Presented by Photo of Patrice Konarik Patrice Konarik
Wednesday, August 26th, 2020 - 9:00 am Central Time Zone

Attend this comprehensive IRA Seminar via Live Streaming Video!

Related Topics: IRAs

ACH Exception Processing

Presented by Photo of Kate Cole Kate Cole
Wednesday, August 26th, 2020 - 10:00 am Central Time Zone

What is an ACH exception and how do you handle it when it occurs?

Related Topics: Compliance, Risk Management/Legal

It’s Just Math! Accounting for Bank Income Taxes for Beginners

Presented by Photo of Cynthia Dopjera Cynthia Dopjera
Wednesday, August 26th, 2020 - 1:30 pm Central Time Zone

Designed for bankers new to accounting for income taxes, and those seeking a refresher course on the basic accounting concepts underlying the recording of income taxes, to include determination of ... More →

Related Topics: Reporting

An Introduction to Fiduciary Accounts

Presented by Photo of Michael Christians Michael Christians
Thursday, August 27th, 2020 - 10:00 am Central Time Zone

Fiduciary accounts (e.g. trusts, estates, guardianships, etc.) can present some unique challenges for new accounts personnel. What forms do I need? What do these terms even mean?

Related Topics: Compliance, Risk Management/Legal

BSA Emerging Issues - Impact of COVID on Transaction Monitoring

Presented by Photo of Deborah Crawford Deborah Crawford
Thursday, August 27th, 2020 - 1:30 pm Central Time Zone

2019 brings new and emerging BSA issues to the forefront for examinations.

Related Topics: BSA

Power of Attorney Documents - How to Prevent Loss

Presented by Photo of Deborah Crawford Deborah Crawford
Friday, August 28th, 2020 - 10:00 am Central Time Zone

This program will look at power of attorney “dos and don’ts” and how to prevent your institution from making costly mistakes in handling these high-risk documents.

Related Topics: Compliance, Deposit Accounts

Credit Analysis Basics

Presented by Photo of David Osburn David Osburn
Monday, August 31st, 2020 - 1:30 pm Central Time Zone

Attend this proactive webinar and learn how banks make lending decisions based on the five (5) C’s of credit - capacity, capital, collateral, conditions, and character!

Related Topics: Lending

Making the Case: Here’s What We Want to Train and Why

Presented by Photo of E.J. Kritz E.J. Kritz
Tuesday, September 1st, 2020 - 10:00 am Central Time Zone

How to justify the expense of training when speaking with Executive Leaders.

Related Topics: Sales, Human Resources

Strategic Planning for Financial Institutions - It's All About Your Strategy!

Presented by Photo of Marci Malzahn Marci Malzahn
Tuesday, September 1st, 2020 - 1:30 pm Central Time Zone

Your bank is unique so your Strategic Plan should be unique as well.

Related Topics: Risk Management/Legal, Executive

Thirty (30) Steps to Audit Your Safe Deposit Area

Presented by Photo of David P. McGuinn David P. McGuinn
Wednesday, September 2nd, 2020 - 10:00 am Central Time Zone

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

Related Topics: Risk Management/Legal, Safe Deposit

Excel Explained: Automating Financial Statements

Presented by Photo of David Ringstrom David Ringstrom
Wednesday, September 2nd, 2020 - 1:30 pm Central Time Zone

In this insightful session, Excel expert David Ringstrom, CPA, shows you step-by-step how to create dynamic accounting reports for any month of the year on a single worksheet.

Related Topics: Computer Skills

Shattered Myths of Banking

Presented by Photo of Bryan Easley Bryan Easley
Thursday, September 3rd, 2020 - 10:00 am Central Time Zone

Banking has more customer data than any other industry. As a result, we have access to information regarding how and where customers spend their money.

Related Topics: Executive

Best-Ever Compliance Checklists for Commercial Loans

Presented by Photo of Anne Lolley Anne Lolley
Thursday, September 3rd, 2020 - 1:30 pm Central Time Zone

This colorful checklist, patterned after the popular Best-Ever Consumer Checklists, will guide bankers through those traps and ensure compliance.

Related Topics: Compliance, Lending

Federal Benefit Payments Garnishment Requirements

Presented by Photo of Terri D. Thomas Terri D. Thomas
Tuesday, September 8th, 2020 - 10:00 am Central Time Zone

This webinar provides participants with the federal rules that are applicable when processing garnishments on accounts receiving federal benefit payments.

Related Topics: Compliance, Risk Management/Legal

3rd Quarter Deposit Regulation Update

Presented by Photo of Deborah Crawford Deborah Crawford
Tuesday, September 8th, 2020 - 1:30 pm Central Time Zone

? We will cover all the 2020 changes to deposit accounts and recap what needs to be done this year.

Related Topics: Deposit Accounts

Loan Participations for Community Banks: Risks & Rewards

Presented by Photo of Robin Russell Robin Russell
Wednesday, September 9th, 2020 - 10:00 am Central Time Zone

Gain a thorough understanding of Participation Agreements.

Related Topics: Lending

Audit Report Writing

Presented by Photo of Philip  Vassallo Philip Vassallo
Wednesday, September 9th, 2020 - 1:30 pm Central Time Zone

You will leave this webinar with excellent resources that you can continually turn to during intense, complex audit engagements.

Related Topics: Auditing, Management/Employee Development

Quarterly Compliance Briefing: Fall 2020

Presented by Photo of Carl Pry Carl Pry
Thursday, September 10th, 2020 - 10:00 am 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

IRAs: 4 Part Series

Presented by Photo of Patrice Konarik Patrice Konarik
Thursday, September 10th, 2020 - 10:00 am Central Time Zone

Everything you need to know about IRAs in a four part webinar series.

Related Topics: IRAs, Compliance

IRAs Part 1 - Start with the Basics

Presented by Photo of Patrice Konarik Patrice Konarik
Thursday, September 10th, 2020 - 10:00 am Central Time Zone

This is Part 1 of a 4-part series that will get you on your way to finding your path again.

Related Topics: IRAs, Compliance

Violence in Your Workplace: Prevention & Response

Presented by Photo of Carol Dodgen Carol Dodgen
Thursday, September 10th, 2020 - 1:30 pm Central Time Zone

This session will benefit you not only in your work life, but your personal life as well. Have you ever thought how you would react in a robbery? A violent confrontation? An active shooter situatio... More →

Related Topics: Human Resources, Risk Management/Legal

Seven Habits of Effective Credit Administration in Commercial Banks

Presented by Photo of Jeffery Johnson Jeffery Johnson
Friday, September 11th, 2020 - 10:00 am Central Time Zone

This course will address the factors you need to know to make a positive difference in the credit administration at your bank.

Related Topics: Lending

Flood Insurance: Compliance Issues and Hot Spots

Presented by Photo of Carl Pry Carl Pry
Monday, September 14th, 2020 - 1:30 pm Central Time Zone

We'll concentrate on some of the more vexing current issues in flood compliance, such as monitoring, contents coverage, and the ever-present condo problem, by talking through sample scenarios and e... More →

Related Topics: Compliance, Lending

Advanced Cash Flow Analysis

Presented by Photo of David Osburn David Osburn
Monday, September 14th, 2020 - 1:30 pm Central Time Zone

This webinar will explore multiple models of both business and personal(business... More →

Related Topics: Lending

Understanding TIL Disclosures for Non-TRID Loans

Presented by Photo of Jack Holzknecht Jack Holzknecht
Tuesday, September 15th, 2020 - 10:00 am Central Time Zone

This two-hour program provides a comprehensive review of the disclosure rules for closed-end credit transaction that are not secured by real property. Whether you are new to this section of Regulat... More →

Related Topics: Compliance, Lending

2 Day Annual Deposit and BSA Update and Review Seminar OnDemand with Live Streaming

Presented by Photo of Deborah Crawford Deborah Crawford
Wednesday, September 16th, 2020 - 9:00 am Central Time Zone

Attend this live streaming event on the 2020 Deposit and BSA Updates.

Related Topics: BSA, Deposit Accounts

2020 Deposit Regulatory Update and Review Seminar OnDemand with Live Streaming

Presented by Photo of Deborah Crawford Deborah Crawford
Wednesday, September 16th, 2020 - 9:00 am Central Time Zone

Attend this live streaming event to learn about the regulatory changes affecting the deposit side of your financial institution in 2020.

Related Topics: Compliance, BSA, Deposit Accounts

CRA Nuts & Bolts - Five Steps to Pass the Exam

Presented by Photo of Susan Costonis Susan Costonis
Wednesday, September 16th, 2020 - 10:00 am Central Time Zone

This webinar will focus on several simple steps to ensure a successful CRA exam outcome. We will review the steps required to establish your case and demonstrate why your CRA program qualifies for ... More →

Related Topics: Compliance, Lending

Agricultural Loan Documentation & Administration

Presented by Photo of Robin Russell Robin Russell
Wednesday, September 16th, 2020 - 1:30 pm Central Time Zone

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

Related Topics: Lending, Risk Management/Legal

BSA Officer and Staff Annual Update and Review Seminar OnDemand with Live Streaming

Presented by Photo of Deborah Crawford Deborah Crawford
Thursday, September 17th, 2020 - 9:00 am Central Time Zone

Attend this live streaming event to get your annual training for the BSA staff and teams at your financial institution.

Related Topics: Compliance, BSA, Deposit Accounts

IRAs Part 2 - QP and IRA Rollovers vs. Transfers

Presented by Photo of Patrice Konarik Patrice Konarik
Thursday, September 17th, 2020 - 10:00 am Central Time Zone

If there is any confusion in the IRA world, it is the use of the words "rollover" vs. transfer when moving a Qualified Plan to an IRA and/or an IRA to an IRA. There are 3 main questions that need ... More →

Related Topics: IRAs, Compliance

Create Engaging Conversations in the Branch of the Future

Presented by Photo of Jack Kasel Jack Kasel
Thursday, September 17th, 2020 - 1:30 pm Central Time Zone

Participants will learn the CARE program, a 4-step sales approach for your branch personnel that will help them improve their relationship building skills.

Related Topics: Sales, Management/Employee Development

Opening LLC Accounts

Presented by Photo of Deborah Crawford Deborah Crawford
Monday, September 21st, 2020 - 1:30 pm Central Time Zone

During this webinar we will bring you up to speed on all the new intricacies with Limited Liability Companies (LLC).

Related Topics: Deposit Accounts, Compliance

Residential Construction Lending

Presented by Photo of Richard Hamm Richard Hamm
Monday, September 21st, 2020 - 1:30 pm Central Time Zone

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

Related Topics: Lending

BSA Officer Annual Training

Presented by Photo of Deborah Crawford Deborah Crawford
Tuesday, September 22nd, 2020 - 1:30 pm Central Time Zone

During this program we will cover everything a BSA officer needs to know to run a good program.

Related Topics: BSA, Compliance

TRID for Beginners

Presented by Photo of Jerod Moyer Jerod Moyer
Wednesday, September 23rd, 2020 - 10:00 am Central Time Zone

This webinar will take a look at TRID from a beginner’s perspective. This is a great opportunity for you and your team to learn the basics.

Related Topics: Lending, TRID, Compliance

Employment Records and How to Keep Them

Presented by Photo of Bob Gregg Bob Gregg
Thursday, September 24th, 2020 - 10:00 am Central Time Zone

This program provides information not just on what records you should keep and for how long, but on the several underlying and even more important issues of record creation, storage, and the DON’TS... More →

Related Topics: Human Resources

10 Practices To Create and Present Engaging Training

Presented by Photo of Honey Shelton and Maarten Cappaert Honey Shelton and Maarten Cappaert
Monday, September 28th, 2020 - 1:30 pm Central Time Zone

Learn 10 attention-grabbing techniques to design and deliver training that sparks engagement.

Related Topics: Human Resources, Management/Employee Development

The Right of Setoff

Presented by Photo of Terri D. Thomas Terri D. Thomas
Tuesday, September 29th, 2020 - 10:00 am Central Time Zone

The Right of Setoff is a complicated, but very effective tool for collecting debts owed to a bank. Learn the best practices and dangers that can arise when using the power.

Related Topics: Compliance, Risk Management/Legal

Opening Trust Accounts

Presented by Photo of Deborah Crawford Deborah Crawford
Tuesday, September 29th, 2020 - 1:30 pm Central Time Zone

This webinar will cover standard trust-opening procedures and many “dos and don’ts” that arise as trusts and account holder situations change. We will look at state specific issues including LDPS o... More →

Related Topics: Deposit Accounts, BSA

FFIEC Business Continuity Management Booklet Updates

Presented by Photo of Cole Ponto Cole Ponto
Wednesday, September 30th, 2020 - 10:00 am Central Time Zone

This webinar will give you a good starting point at understanding the new areas of focus and how to navigate the first 49 pages of expectations.

Related Topics: Risk Management/Legal

HR Basics for Supervisors

Presented by Photo of Jennifer Mirus Jennifer Mirus
Wednesday, September 30th, 2020 - 1:30 pm Central Time Zone

This webinar will provide your managers with a valuable and easy to understand overview of key HR concepts and laws, and will give them practical information and tools they can use to avoid legal p... More →

Related Topics: Human Resources, Management/Employee Development

Being Strategic with Base Compensation for Non-Executive Positions

Presented by Photo of Mike Blanchard & Matt Brei Mike Blanchard & Matt Brei
Thursday, October 1st, 2020 - 10:00 am Central Time Zone

This webinar focuses on performance-based compensation approaches that community and regional banks should consider to attract and motivate staff level employees and officers. In this webinar we d... More →

Related Topics: Human Resources

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

Presented by Photo of Terri D. Thomas Terri D. Thomas
Thursday, October 1st, 2020 - 1:30 pm Central Time Zone

This webinar will provide attendees with the best practices and red flags for dealing with the various legal documents served upon financial institutions.

Related Topics: Risk Management/Legal

Loan Documentation 101: Basic Secured Loan Documentation

Presented by Photo of Robin Russell Robin Russell
Monday, October 5th, 2020 - 1:30 pm Central Time Zone

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

Related Topics: Lending

Loan Documentation 101: Two Part Series

Presented by Photo of Robin Russell Robin Russell
Monday, October 5th, 2020 - 1:30 pm Central Time Zone

This is a two-part series. The prices below are including both sessions. Each session can also be attended individually.

Related Topics: Lending

Loan Documentation 101: Lien Perfection, Business Collateral

Presented by Photo of Robin Russell Robin Russell
Tuesday, October 6th, 2020 - 10:00 am Central Time Zone

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

Related Topics: Lending

Serve Well, Sell Right at the Branch

Presented by Photo of Janice Branch Janice Branch
Tuesday, October 6th, 2020 - 1:30 pm Central Time Zone

This webinar helps you gain insight of how you can engage your staff and elevate results at the branch.

Related Topics: Management/Employee Development, Sales

Performing Your ACH Audit and Tips for Your ACH Risk Assessment

Presented by Photo of Kate Cole Kate Cole
Wednesday, October 7th, 2020 - 10:00 am Central Time Zone

Join us to learn the difference between an ACH assessment and an audit, what you're looking for when completing both and how to avoid common mistakes and violations.

Related Topics: Auditing, Risk Management/Legal

TRID for Construction Loans

Presented by Photo of Jerod Moyer Jerod Moyer
Thursday, October 8th, 2020 - 1:30 pm Central Time Zone

This webinar will walk you through the ins and outs of completing the Loan Estimate and Closing Disclosure for construction loans, in plain English.

Related Topics: Lending, TRID, Compliance

Poor Box Drilling Creates Lawsuits

Presented by Photo of David P. McGuinn David P. McGuinn
Friday, October 9th, 2020 - 10:00 am Central Time Zone

During this webinar, you will receive current information, step by step procedures and an in-depth explanation about how to handle these issues and how they impact on your financial institution and... More →

Related Topics: Risk Management/Legal, Safe Deposit

W9, W-8BEN and W-8BENE for Deposit Accounts

Presented by Photo of Deborah Crawford Deborah Crawford
Wednesday, October 14th, 2020 - 1:30 pm Central Time Zone

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

Related Topics: Deposit Accounts, Reporting

Excel: Filtering and Slicing Data

Presented by Photo of David Ringstrom David Ringstrom
Thursday, October 15th, 2020 - 1:30 pm Central Time Zone

In this webinar, we will discuss a number of techniques you can use to quickly sift through large amounts of data and stave off information overload.

Related Topics: Computer Skills

Outsourced Third Party Risk Management Program

Presented by Photo of Susan Orr Susan Orr
Friday, October 16th, 2020 - 10:00 am Central Time Zone

Outsourced Third Party (Vendor) Risk Management is a top priority with the regulators. Therefore, ensuring your Program is not only going to be effective but also meet with their expectations needs... More →

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

Advanced Tax Return Analysis

Presented by Photo of David Osburn David Osburn
Monday, October 19th, 2020 - 1:30 pm Central Time Zone

This webinar will provide the banker with several advanced tax return concepts and related analyses to help them more effectively work with their business customers.

Related Topics: Lending

FLSA: Beyond the Basics

Presented by Photo of Bob Gregg Bob Gregg
Tuesday, October 20th, 2020 - 10:00 am Central Time Zone

Learn the current HOT TOPICS and avoid problem practices and pitfalls. Plus learn how to protect your organization and yourself from liability. Learn how to navigate the swamp.

Related Topics: Human Resources

Common Pitfalls of ARM Disclosures

Presented by Photo of Jack Holzknecht Jack Holzknecht
Wednesday, October 21st, 2020 - 10:00 am Central Time Zone

This two-hour program explains how to avoid problems when developing, maintaining and auditing ARM disclosures.

Related Topics: Compliance, Lending

IRAs Part 3 - Distributions and Beneficiary Payouts

Presented by Photo of Patrice Konarik Patrice Konarik
Thursday, October 22nd, 2020 - 10:00 am Central Time Zone

On January 1, 2020, the SECURE Act became effective with some of the most sweeping distribution changes we've had to IRAs since 2002. In addition, the life expectancy tables are being updated for ... More →

Related Topics: IRAs, Compliance

Treasury Management: A Powerful Tool to Increase Deposits and Fee Income

Presented by Photo of Marci Malzahn Marci Malzahn
Thursday, October 22nd, 2020 - 1:30 pm Central Time Zone

You will walk away from this course with a deeper knowledge of Treasury Management, learn to conduct risk assessments on new products, and learn strategies to increase core deposits.

Related Topics: Sales, Executive

Reporting Critical Information Security

Presented by Photo of Chad Knutson Chad Knutson
Friday, October 23rd, 2020 - 10:00 am Central Time Zone

What do you need to report upstream to help the Board and Executives understand your ISP and risk? Let’s dive in.

Related Topics: Risk Management/Legal

Commercial & Business Lending Basics for Support Personnel

Presented by Photo of Richard Hamm Richard Hamm
Monday, October 26th, 2020 - 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

15 Reasons Training Doesn’t Stick

Presented by Photo of Honey Shelton Honey Shelton
Wednesday, October 28th, 2020 - 10:00 am Central Time Zone

Join one of the country’s premier train the trainer instructors on how to get the most return on your training investment by staying in the right lane when you want to turnaround or prevent perform... More →

Related Topics: Human Resources, Management/Employee Development

SAR Decision Making

Presented by Photo of Deborah Crawford Deborah Crawford
Wednesday, October 28th, 2020 - 1:30 pm Central Time Zone

This program includes a review of the SAR and its data fields.

Related Topics: Compliance, BSA

Flood Insurance Compliance

Presented by Photo of Jerod Moyer Jerod Moyer
Thursday, October 29th, 2020 - 10:00 am Central Time Zone

Flood insurance compliance can be complicated and it’s easy to get into hot water with your examiners. Let us set you on the right path!

Related Topics: Compliance, Lending, Risk Management/Legal

IRAs Part 4 - How to Audit Your IRA Files

Presented by Photo of Patrice Konarik Patrice Konarik
Friday, October 30th, 2020 - 10:00 am Central Time Zone

Now that you've been dropped into the IRA department without training, how do you know what to keep and what to toss as far as IRA documents go? Add on to that, your bank just purchased another in... More →

Related Topics: Compliance, IRAs

Excel Explained: Charts

Presented by Photo of David Ringstrom David Ringstrom
Wednesday, November 4th, 2020 - 10:00 am Central Time Zone

Excel expert David Ringstrom, CPA, shares a variety of tricks and techniques you can use to create and automate Excel charts in this informative session.

Related Topics: Computer Skills

The 5 Keys to Coaching for Bank Managers

Presented by Photo of Alex Cole Alex Cole
Thursday, November 5th, 2020 - 10:00 am Central Time Zone

In this webinar, sales coaches will learn the five critical steps that you must master and execute in order to get the best effort and results out of your salespeople.

Related Topics: Sales, Management/Employee Development

Writing New Account Procedures

Presented by Photo of Deborah Crawford Deborah Crawford
Tuesday, November 10th, 2020 - 1:30 pm Central Time Zone

During this webinar, 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: Compliance, Risk Management/Legal

Beneficial Ownership: Where Are We Now?

Presented by Photo of Deborah Crawford Deborah Crawford
Tuesday, November 17th, 2020 - 1:30 pm Central Time Zone

In this program, we will update you on beneficial ownership in 2020.

Related Topics: Compliance, BSA

Quarterly Compliance Briefing: Winter 2020

Presented by Photo of Carl Pry Carl Pry
Thursday, December 3rd, 2020 - 10:00 am 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

Excel 101: Introduction to Spreadsheets

Presented by Photo of David Ringstrom David Ringstrom
Tuesday, December 8th, 2020 - 1:30 pm Central Time Zone

If you’ve never worked with Excel spreadsheets or haven’t in several years, this webinar is designed just for you.

Related Topics: Computer Skills