All Upcoming Events for BankWebinars

Health Savings Accounts: It’s Time to Pay Attention!!

Presented by Photo of Patrice Konarik Patrice Konarik
Tuesday, January 23rd, 2018 - 10:00 am Central Time Zone

This 2 hour extremely informative webinar will give you the information you need to make sure you are setting the accounts up correctly and performing the proper maintenance and reporting.

Related Topics: Risk Management/Legal

Improving Employee Performance in Everyday Work Situations & Reviews

Presented by Photo of Ross Blake Ross Blake
Tuesday, January 23rd, 2018 - 1:30 pm Central Time Zone

Learn how to give employees feedback to gain their cooperation to improve performance.

Related Topics: Human Resources, Management/Employee Development

Your Teller Cash Drawer - Mastering the Balancing Act

Presented by Photo of Janice Branch Janice Branch
Wednesday, January 24th, 2018 - 10:00 am Central Time Zone

We'll remind your tellers of the importance of their job while reviewing steps needed to ensure balanced cash drawers.

Related Topics: Management/Employee Development

A Business Development Officers Guide to Selling Non-Traditional Financial Products

Presented by Photo of Suzie Jones Suzie Jones
Wednesday, January 24th, 2018 - 1:30 pm Central Time Zone

This is a detailed discussion on how to recognize prospects and either sell or refer to your internal expert or correspondent bank/credit union partner.

Related Topics: Sales, Management/Employee Development

BSA / AML and OFAC - Continuing Developments

Presented by Photo of Carl Pry Carl Pry
Thursday, January 25th, 2018 - 10:00 am Central Time Zone

We'll talk about where the risk areas are in these rules, and where examiners are criticizing institutions.

Related Topics: Compliance, BSA

Smart Social Media

Presented by Photo of J.T. Turner J.T. Turner
Thursday, January 25th, 2018 - 1:30 pm Central Time Zone

One simple post can destroy years of building trust and goodwill!

Related Topics: Human Resources, Risk Management/Legal

The New 2018 HMDA Rule: Implementation Challenges and Compliance Questions

Presented by Photo of Carl Pry Carl Pry
Monday, January 29th, 2018 - 1:30 pm Central Time Zone

We’ll discuss the current state of HMDA in this session and get some of your questions answered.

Related Topics: Compliance, Lending

Top 10 Most Frequent Flood Issues

Presented by Photo of Jack Holzknecht Jack Holzknecht
Tuesday, January 30th, 2018 - 10:00 am Central Time Zone

This two-hour webinar explains the top ten issues financial institutions face regarding flood insurance.

Related Topics: Compliance, Lending

Teller Compliance Issues: Reg CC, UCC 3 & 4 and CTRs

Presented by Photo of Deborah Crawford Deborah Crawford
Tuesday, January 30th, 2018 - 1:30 pm Central Time Zone

This webinar focuses on the legal issues of checks outlined in signature cards under the uniform commercial code and the holds used on transaction accounts under Regulation CC.

Related Topics: Compliance

Basic Business Entities & Other Commercial Borrowers

Presented by Photo of Robin Russell Robin Russell
Wednesday, January 31st, 2018 - 10:00 am Central Time Zone

This webinar presents a survey of requirements, characteristics, advantages, disadvantages plus creation and documentation issues for the most frequently used types of business entities.

Related Topics: Lending

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

Presented by Photo of Terri D. Thomas Terri D. Thomas
Wednesday, January 31st, 2018 - 1:30 pm Central Time Zone

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

Related Topics: Risk Management/Legal

What to Do When a Customer Dies

Presented by Photo of Terri D. Thomas Terri D. Thomas
Thursday, February 1st, 2018 - 10:00 am Central Time Zone

We'll walk you through the complicated process of dealing with a customer's death - both on the deposit side and the loan side.

Related Topics: Risk Management/Legal

Developing and Organizing an Effective Remote Deposit Capture Program (RDC)

Presented by Photo of Susan Orr Susan Orr
Thursday, February 1st, 2018 - 1:30 pm Central Time Zone

We'll outline the detailed information you should add to your documents and processes to support a thorough due diligence, risk assessment, and annual oversight of your customers.

Related Topics: Risk Management/Legal

Excel Explained: Building Error-Proof Spreadsheets

Presented by Photo of David Ringstrom David Ringstrom
Friday, February 2nd, 2018 - 10:00 am Central Time Zone

In this comprehensive session, Excel expert David Ringstrom, CPA, shares a variety of tricks and techniques you can use to improve the accuracy of your Excel spreadsheets.

Related Topics: Computer Skills

CRE Appraisals: Regulations and the Review Process

Presented by Photo of Richard Hamm Richard Hamm
Monday, February 5th, 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

Train Smarter and More Effectively

Presented by Photo of Honey Shelton Honey Shelton
Tuesday, February 6th, 2018 - 10:00 am Central Time Zone

During this program, you will discover how to design training that promotes learner involvement.

Related Topics: Human Resources, Management/Employee Development

Opening New Accounts Part I: Personal/Consumer Accounts

Presented by Photo of Suzie Jones Suzie Jones
Tuesday, February 6th, 2018 - 1:30 pm Central Time Zone

This two-hour workshop focuses on the new account opening procedures and compliance requirements for Personal and Consumer Accounts.

Related Topics: Risk Management/Legal, Deposit Accounts

Opening New Accounts - 3-Part Series

Presented by Photo of Suzie Jones Suzie Jones
Tuesday, February 6th, 2018 - 1:30 pm Central Time Zone

This is a three-part series to be held on February 6, 8, and 13th.

Related Topics: Risk Management/Legal, Deposit Accounts

Loan Documentation: Top 10 Mistakes and How to Avoid Them

Presented by Photo of Robin Russell Robin Russell
Wednesday, February 7th, 2018 - 1:30 pm Central Time Zone

Learn the "right thing to do" and avoid frequent exceptions and mistakes.

Related Topics: Lending

FFIEC Information Security Handbook Review

Presented by Photo of Chad Knutson Chad Knutson
Thursday, February 8th, 2018 - 10:00 am Central Time Zone

The FFIEC has completely re-written and significantly changed the Information Security Handbook.

Related Topics: Risk Management/Legal

Opening New Accounts Part II: Business Accounts

Presented by Photo of Suzie Jones Suzie Jones
Thursday, February 8th, 2018 - 1:30 pm Central Time Zone

This two hour webinar examines not only the compliance requirements on business entities available in most states but clearly indentifies who has authority to open and transact on the account.

Related Topics: Risk Management/Legal, Deposit Accounts

Masterful Time Management

Presented by Photo of Philip  Vassallo Philip Vassallo
Friday, February 9th, 2018 - 10:00 am Central Time Zone

This webinar will equip you with the tools and tips to getting things done effectively and efficiently, and resolving time-eroding issues as they pop up.

Related Topics: Auditing, Management/Employee Development

Consumer Real Estate Loans

Presented by Photo of Anne Lolley Anne Lolley
Monday, February 12th, 2018 - 1:30 pm Central Time Zone

This webinar will be particularly helpful to bankers wanting to offer consumer real-estate loans for the first time.

Related Topics: Lending

Box Renter Dies, Who Goes Into the Box?

Presented by Photo of David P. McGuinn David P. McGuinn
Tuesday, February 13th, 2018 - 10:00 am Central Time Zone

When your safe deposit box renter dies, who can access the box now? Get this 2017 compliance update.

Related Topics: Risk Management/Legal, Safe Deposit

Opening New Accounts Part III: Trust and Fiduciary

Presented by Photo of Suzie Jones Suzie Jones
Tuesday, February 13th, 2018 - 1:30 pm Central Time Zone

This webinar will delve into the responsibilities of collecting appropriate documentation, providing ownership options, titling accounts correctly, and allowing proper access to Trust, Fiduciary an... More →

Related Topics: Risk Management/Legal, Deposit Accounts

Regulation CC - Check Holds

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

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

Related Topics: Compliance

Compliance Rules for Commercial Loans Secured by Real Estate

Presented by Photo of Susan Costonis Susan Costonis
Thursday, February 15th, 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 applicable regulations in terms that are easy ... More →

Related Topics: Compliance, Lending

Mapping Multi-Tiered Business Accounts

Presented by Photo of Deborah Crawford Deborah Crawford
Thursday, February 15th, 2018 - 1:30 pm Central Time Zone

We will diagram and map out several complicated business structures and learn how to get the proper documentation, resolutions and beneficial ownership in these unique entities.

Related Topics: Lending, BSA

Call Report for Banks - Recent Changes, Highlights, and Pitfalls

Presented by Photo of Ann Thomas Ann Thomas
Friday, February 16th, 2018 - 10:00 am Central Time Zone

The webinar will cover the latest revisions and recently approved changes to the call report.

Related Topics: Compliance, Risk Management/Legal

8 Steps to Improve Cross-Selling

Presented by Photo of Karen Wiehoff Karen Wiehoff
Tuesday, February 20th, 2018 - 10:00 am Central Time Zone

This program will help you with ways to elevate cross-selling results.

Related Topics: Sales, Human Resources

Writing an Effective Credit Memorandum

Presented by Photo of Jeffery Johnson Jeffery Johnson
Tuesday, February 20th, 2018 - 1:30 pm Central Time Zone

Learn skills required to write an effective credit memorandum.

Related Topics: Lending

ACH Rules Update

Presented by Photo of Kate Cole Kate Cole
Wednesday, February 21st, 2018 - 10:00 am Central Time Zone

Attend this webinar to make sure that you are not only compliant with the ACH Rules, but understand the new opportunities are available with the changes.

Related Topics: Compliance

Open-Ended Lines of Credit - Compliance Issues

Presented by Photo of Carl Pry Carl Pry
Wednesday, February 21st, 2018 - 1:30 pm Central Time Zone

This webinar will focus on the personal/overdraft lines and HELOC requirements.

Related Topics: Compliance, Lending

Ransomware and Cyber Extortion

Presented by Photo of Chad Knutson Chad Knutson
Thursday, February 22nd, 2018 - 10:00 am Central Time Zone

Join us to recap the statistics related to ransomware and learn how to prepare for this growing threat.

Related Topics: Risk Management/Legal

Vital Check and Deposit Issues - Part I

Presented by Photo of Deborah Crawford Deborah Crawford
Thursday, February 22nd, 2018 - 1:30 pm 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

Vital Check and Deposit Issues - Two Part Series

Presented by Photo of Deborah Crawford Deborah Crawford
Thursday, February 22nd, 2018 - 1:30 pm 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

Dealing with Appraisals: Regulations and Requirements

Presented by Photo of Carl Pry Carl Pry
Friday, February 23rd, 2018 - 10:00 am 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

Basic Personal and Business Tax Return Analysis

Presented by Photo of David Osburn David Osburn
Monday, February 26th, 2018 - 1:30 pm Central Time Zone

Attend this proactive seminar to gain an understanding of the often complex and confusing topic of TAXES!

Related Topics: Lending

BSA Emerging Issues 2018

Presented by Photo of Deborah Crawford Deborah Crawford
Tuesday, February 27th, 2018 - 1:30 pm Central Time Zone

2018 brings new and emerging BSA issues to the forefront for examinations.

Related Topics: BSA

It’s Time for a TRID Check Up

Presented by Photo of Jerod Moyer Jerod Moyer
Wednesday, February 28th, 2018 - 10:00 am Central Time Zone

This comprehensive two-hour TRID check-up webinar will translate, in plain English, requirements, interpretations, latest guidance and best practices.

Related Topics: Compliance, Lending, TRID

ACH Origination and Same Day Entries

Presented by Photo of Kate Cole Kate Cole
Wednesday, February 28th, 2018 - 1:30 pm Central Time Zone

Join us and learn how to decipher the SEC codes, how the products work and what your warranties are.

Related Topics: Risk Management/Legal

Addressing Threats of Violence

Presented by Photo of Bob Gregg Bob Gregg
Thursday, March 1st, 2018 - 10:00 am Central Time Zone

Learn about legal and practical issues related to workplace violence, including the ADA Direct Threat standards. We'll also address policies and best practices.

Related Topics: Human Resources, Risk Management/Legal

Basic Bankruptcy for Bankers

Presented by Photo of Robin Russell Robin Russell
Thursday, March 1st, 2018 - 1:30 pm Central Time Zone

This webinar will introduce you to the world of bankruptcy.

Related Topics: Lending, Risk Management/Legal

Call Report - Lending Schedules for Banks

Presented by Photo of Ann Thomas Ann Thomas
Friday, March 2nd, 2018 - 10:00 am Central Time Zone

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

Related Topics: Reporting

Commercial Construction Lending

Presented by Photo of Richard Hamm Richard Hamm
Monday, March 5th, 2018 - 1:30 pm Central Time Zone

Receive an overview of the key steps involved in effectively administering commercial construction loans.

Related Topics: Lending

Residential Construction Lending

Presented by Photo of Jeffery Johnson Jeffery Johnson
Tuesday, March 6th, 2018 - 10:00 am Central Time Zone

Many problems can occur during construction that can leave lenders highly exposed unless they are unwritten properly.

Related Topics: Lending

Best-Ever Compliance Checklists for Commercial Loans

Presented by Photo of Anne Lolley Anne Lolley
Tuesday, March 6th, 2018 - 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

Compliance Perspectives

Presented by Photo of Carl Pry Carl Pry
Wednesday, March 7th, 2018 - 10:00 am Central Time Zone

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

Related Topics: Compliance

How to Analyze a Start-up Business

Presented by Photo of Vin DiCara Vin DiCara
Thursday, March 8th, 2018 - 10:00 am Central Time Zone

This program will use business plans and the information contained within them to demonstrate to lenders the ways in which they can analyze start-up ventures in order to make better credit decision... More →

Related Topics: Lending

For Bank Managers, Trainers & RMs: How to Create, Cultivate and Convert More Banking Sales Leads

Presented by Photo of Alex Cole Alex Cole
Monday, March 12th, 2018 - 1:30 pm Central Time Zone

Help your sales team learn how to attract and connect with today's banking clients by attending this live broadcast on Creating, Cultivating and Converting Sales Leads.

Related Topics: Sales

Analyzing Appraisals for Mortgage Decisions

Presented by Photo of J.T. Turner J.T. Turner
Tuesday, March 13th, 2018 - 10:00 am Central Time Zone

This webinar will give you an understanding of reviewing appraisals.

Related Topics: Lending

Understanding the New Mortgage Servicing Rules

Presented by Photo of Kelly M. Owsley & Jack Holzknecht Kelly M. Owsley & Jack Holzknecht
Wednesday, March 14th, 2018 - 10:00 am Central Time Zone

The program explains each revision and clarifies what steps institutions must take to assure compliance.

Related Topics: Compliance, Lending

BSA Series: Completing CTR & SAR Reports Line by Line

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

The two sections of this webinar provide a line-by-line look at the forms and your requirements to file. Time lines, identification, RSSDs, and exemptions will all be covered.

Related Topics: Compliance, Risk Management/Legal, BSA

Cybercrime and the Dark Web

Presented by Photo of Chad Knutson Chad Knutson
Thursday, March 15th, 2018 - 10:00 am Central Time Zone

We will explore the different aspects of the internet, including the surface web, deep web, and dark web.

Related Topics: Computer Skills, Risk Management/Legal

Handling Accounts, Checks and IRS Reporting at Death

Presented by Photo of Deborah Crawford Deborah Crawford
Thursday, March 15th, 2018 - 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

Federal Benefit Payments Garnishment Requirements

Presented by Photo of Terri D. Thomas Terri D. Thomas
Tuesday, March 20th, 2018 - 10:00 am Central Time Zone

The final rule not only supersedes state laws pertaining to how financial institutions process garnishments, but will also apply to state tax levies and warrants.

Related Topics: Compliance, Risk Management/Legal

CRA Nuts & Bolts - Five Steps to Pass the Exam

Presented by Photo of Susan Costonis Susan Costonis
Wednesday, March 21st, 2018 - 10:00 am Central Time Zone

This webinar will focus on several simple steps to ensure a successful CRA exam outcome.

Related Topics: Compliance

HMDA Three Month Checkup

Presented by Photo of David Dickinson David Dickinson
Wednesday, March 21st, 2018 - 1:30 pm Central Time Zone

What have we learned since the new HMDA rules have been implemented? Where are the “hot spots”? What’s working and what’s not?

Related Topics: Compliance, Lending

Right of Setoff

Presented by Photo of Terri D. Thomas Terri D. Thomas
Thursday, March 22nd, 2018 - 10:00 am Central Time Zone

The risks of using the "Right of Setoff" process incorrectly can be costly to your financial institution. Learn how to use this process correctly.

Related Topics: Compliance, Risk Management/Legal

Legal Liabilities when Check Fraud Occurs

Presented by Photo of Terri D. Thomas Terri D. Thomas
Tuesday, March 27th, 2018 - 10:00 am Central Time Zone

Learn best practices for spotting and stopping fraud losses.

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

Now You're the Supervisor

Presented by Photo of Honey Shelton and Karen Wiehoff Honey Shelton and Karen Wiehoff
Tuesday, March 27th, 2018 - 1:30 pm Central Time Zone

For new and veteran supervisors alike, learn key components for supervisory success.

Related Topics: Human Resources

Records Management and Retention

Presented by Photo of Carl Pry Carl Pry
Wednesday, March 28th, 2018 - 10:00 am Central Time Zone

Records management is the point of convergence of these resources, which is why effective and reliable records management must be part of your Compliance Program.

Related Topics: Compliance, Risk Management/Legal

Annual Regulation Training for the Branch

Presented by Photo of Deborah Crawford Deborah Crawford
Thursday, March 29th, 2018 - 1:30 pm Central Time Zone

During the webinar, each regulation will spotlight the front line issues and how to handle them.

Related Topics: Compliance, Deposit Accounts

Right of Rescission Review and Update

Presented by Photo of Kelly M. Owsley & Jack Holzknecht Kelly M. Owsley & Jack Holzknecht
Tuesday, April 3rd, 2018 - 1:30 pm Central Time Zone

Please check back for a description.

Related Topics: Compliance, Lending

Role of the Information Security Officer

Presented by Photo of Susan Orr Susan Orr
Wednesday, April 4th, 2018 - 10:00 am Central Time Zone

Please check back for a description.

Related Topics: Risk Management/Legal

Letters of Credit

Presented by Photo of Robin Russell Robin Russell
Wednesday, April 4th, 2018 - 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: Lending, Risk Management/Legal

Vital Check and Deposit Issues - Part II

Presented by Photo of Deborah Crawford Deborah Crawford
Thursday, April 5th, 2018 - 1:30 pm 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

Uniform Commercial Code Rules: How to Comply to Attach and Perfect Secured Transactions

Presented by Photo of Jeffery Johnson Jeffery Johnson
Friday, April 6th, 2018 - 10:00 am Central Time Zone

Learn how to document, close and record secured transactions covered by the Uniform Commercial Code.

Related Topics: Compliance, Lending

Commercial & Business Lending Basics for Support Personnel

Presented by Photo of Richard Hamm Richard Hamm
Monday, April 9th, 2018 - 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

Reg E Compliance - Five Best Practices for Handling Disputes

Presented by Photo of Susan Costonis Susan Costonis
Wednesday, April 11th, 2018 - 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

Strategies to Win the War

Presented by Photo of David Carlson David Carlson
Wednesday, April 11th, 2018 - 1:30 pm Central Time Zone

Please check back for a description.

Related Topics: Executive/Director

Marketing & Advertising Compliance

Presented by Photo of Carl Pry Carl Pry
Thursday, April 12th, 2018 - 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

Excel Explained: Creating Interactive Spreadsheets

Presented by Photo of David Ringstrom David Ringstrom
Friday, April 13th, 2018 - 10:00 am Central Time Zone

When you attend this live presentation, you’ll learn how to implement multiple techniques to create spreadsheets that are interactive, accurate, and user friendly.

Related Topics: Computer Skills

Flood Insurance Compliance

Presented by Photo of Jerod Moyer Jerod Moyer
Tuesday, April 17th, 2018 - 10:00 am Central Time Zone

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

Related Topics: Compliance, Lending, Risk Management/Legal

Robbery Prevention & Response

Presented by Photo of Carol Dodgen Carol Dodgen
Wednesday, April 18th, 2018 - 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

Legal Issues of Checks

Presented by Photo of Deborah Crawford Deborah Crawford
Thursday, April 19th, 2018 - 1:30 pm 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, Deposit Accounts, Management/Employee Development

Creating the Right Enterprise Risk Management (ERM) Program for YOUR Community Bank

Presented by Photo of Marci Malzahn Marci Malzahn
Wednesday, April 25th, 2018 - 1:30 pm Central Time Zone

You will learn how to put your program together using all the parts you already have in your bank.

Related Topics: Risk Management/Legal, Executive/Director

Safe Deposit Danger Zones - Disaster Recovery Program

Presented by Photo of David P. McGuinn David P. McGuinn
Thursday, April 26th, 2018 - 10:00 am Central Time Zone

Please check back for a description.

Related Topics: Risk Management/Legal, Safe Deposit

Opening Minor Accounts

Presented by Photo of Deborah Crawford Deborah Crawford
Thursday, April 26th, 2018 - 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

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