All Upcoming Events for BankWebinars

IRAs: 4 Part Series

Presented by Photo of Patrice Konarik Patrice Konarik
Thursday, September 2nd, 2021 - 10:00 am Central Time Zone

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

Related Topics: IRAs, Compliance

ACH Exceptions: What Are They and How Do You Handle Them?

Presented by Photo of Kate Cole Kate Cole
Wednesday, September 22nd, 2021 - 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

TRID for Beginners

Presented by Photo of Jerod Moyer Jerod Moyer
Thursday, September 23rd, 2021 - 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

IT Examination Review - FDIC & CSBS INTREx

Presented by Photo of Susan Orr Susan Orr
Thursday, September 23rd, 2021 - 1:30 pm Central Time Zone

In this webinar we will do an overview of the INTREx work program including the IT Officer’s Questionnaire and changes to the rating system used. We will also highlight the INTREx program steps and... More →

Related Topics: Risk Management/Legal

Officer Calling: Prospecting, Preparing & Presentation

Presented by Photo of Jeffery Johnson Jeffery Johnson
Friday, September 24th, 2021 - 10:00 am 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, Lending

Commercial Construction Lending

Presented by Photo of Richard Hamm Richard Hamm
Monday, September 27th, 2021 - 1:30 pm Central Time Zone

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

Related Topics: Lending

2 Day Deposit Regulations and BSA Officer Update Seminar OnDemand with Live Streaming

Presented by Photo of Deborah Crawford Deborah Crawford
Tuesday, September 28th, 2021 - 9:00 am Central Time Zone

Attend this live streaming event on the Deposit Regulations and BSA Officer Update.

Related Topics: BSA, Deposit Accounts, Compliance

Deposit Regulation Update 2021 Seminar OnDemand with Live Streaming

Presented by Photo of Deborah Crawford Deborah Crawford
Tuesday, September 28th, 2021 - 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 2021.

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

Mortgage Servicing Compliance

Presented by Photo of Carl Pry Carl Pry
Tuesday, September 28th, 2021 - 10:00 am Central Time Zone

In a sense, servicing consumer mortgage loans has always been a bit of the "wild west" of compliance, meaning there was little in the way of rules and regulations.

Related Topics: Compliance, Lending

The Four Cs of Exceptional Supervision

Presented by Photo of Vicki Kraai Vicki Kraai
Tuesday, September 28th, 2021 - 1:30 pm Central Time Zone

This program will ramp up your leadership skills and address critical supervisory issues necessary to becoming an excellent team leader.

Related Topics: Human Resources, Management/Employee Development

2021 BSA Officer Annual Training and Update Seminar OnDemand with Live Streaming

Presented by Photo of Deborah Crawford Deborah Crawford
Wednesday, September 29th, 2021 - 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

Vendor Management – Agencies Raising Expectations

Presented by Photo of Carl Pry Carl Pry
Wednesday, September 29th, 2021 - 10:00 am Central Time Zone

In this webinar, we’ll discuss the proposed guidance and what these new expectations are, and how to best improve your vendor management program to implement the changes and expectations.

Related Topics: Compliance, Risk Management/Legal

Bank Secrecy Act Updates – What Are the New Expectations?

Presented by Photo of Carl Pry Carl Pry
Wednesday, September 29th, 2021 - 1:30 pm Central Time Zone

There is a lot going on – in this webinar we’ll cover the new requirements, talk about what’s coming and when, and provide recommendations on how to deal with things right now.

Related Topics: Compliance, Lending, BSA

Work Appearance, Dress Codes and Employer's Liability for Being Out of Fashion

Presented by Photo of Bob Gregg Bob Gregg
Thursday, September 30th, 2021 - 10:00 am Central Time Zone

The laws are changing fast! What is “appropriate” work appearance? Do you have the right to tell employees what to wear? How much can an employer dictate styles of dress, hair, perfume or jewelr... More →

Related Topics: Human Resources

Consumer Collections 101

Presented by Photo of Matthew Urban Matthew Urban
Thursday, September 30th, 2021 - 1:30 pm Central Time Zone

During this informative 90 minute presentation, there will be a wide ranging discussion of topics faced by all lenders engaging in the world of consumer collections.

Related Topics: Compliance, Lending

TRID: All About Construction Loans

Presented by Photo of Jerod Moyer Jerod Moyer
Friday, October 1st, 2021 - 10:00 am 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

OSHA COVID Emergency Temporary Standard - Financial Institution Compliance Toolkit

Presented by Photo of Steven Greene Steven Greene
Friday, October 1st, 2021 - 10:00 am Central Time Zone

This briefing does merely not involve a generalized discussion. Instead, we will provide and discuss specific forms, sample communications, compliance logs, accommodation assessment checklists, an... More →

Related Topics: Compliance, Human Resources, Risk Management/Legal, COVID-19

Signature Card Danger Zones

Presented by Photo of Deborah Crawford Deborah Crawford
Monday, October 4th, 2021 - 1:30 pm Central Time Zone

This webinar is a cost effective way to train those who open new accounts on the potential liability of signature cards that are improperly set up. You man train as many individuals as you like for... More →

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

Audit Report Writing

Presented by Photo of Philip  Vassallo Philip Vassallo
Monday, October 4th, 2021 - 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

BSA Officer Update

Presented by Photo of Deborah Crawford Deborah Crawford
Tuesday, October 5th, 2021 - 10:00 am 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

Call Reports: Loan Coding, Risk Weighting Loans and Reporting Unfunded Commitments – 2-Part Series

Presented by Photo of Cynthia Dopjera Cynthia Dopjera
Tuesday, October 5th, 2021 - 1:30 pm Central Time Zone

This 2-part webinar will focus on loan information reportable in the Call Report which provides critical information for bank management and regulators.

Related Topics: Lending, Reporting

Call Reports: Loan Coding, Risk Weighting Loans and Reporting Unfunded Commitments - Part 1

Presented by Photo of Cynthia Dopjera Cynthia Dopjera
Tuesday, October 5th, 2021 - 1:30 pm Central Time Zone

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

Related Topics: Lending, Reporting

Legal Essentials for Lenders

Presented by Photo of Robin Russell Robin Russell
Wednesday, October 6th, 2021 - 10:00 am Central Time Zone

This program covers important legal issues and concepts which must be understood and consistently applied to avoid litigation and better serve customers.

Related Topics: Lending, Risk Management/Legal

New FedLine Security Requirements – What You and Your Institution Need to Know

Presented by Photo of Chad Knutson Chad Knutson
Wednesday, October 6th, 2021 - 1:30 pm Central Time Zone

The Federal Reserve began notifying financial institutions in early 2021 regarding new FedLine security requirements.

Related Topics: Risk Management/Legal

Call Reports: Loan Coding, Risk Weighting Loans and Reporting Unfunded Commitments - Part 2

Presented by Photo of Cynthia Dopjera Cynthia Dopjera
Wednesday, October 6th, 2021 - 1:30 pm Central Time Zone

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

Related Topics: Lending, Reporting

Federal Benefit Payments Garnishment Requirements

Presented by Photo of Terri D. Thomas Terri D. Thomas
Thursday, October 7th, 2021 - 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

Reg CC for Tellers

Presented by Photo of Deborah Crawford Deborah Crawford
Thursday, October 7th, 2021 - 1:30 pm Central Time Zone

There are many questions, such as can we place a hold on a cashier’s check? How many days can we hold checks on a new account? Does this apply to business accounts? Do we have to give the hold whil... More →

Related Topics: Compliance, Lending

Performing Your ACH Audit and Tips for Your ACH Risk Assessment

Presented by Photo of Kate Cole Kate Cole
Tuesday, October 12th, 2021 - 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

Remote Authorization Landscape and Fraud - Online Account Opening Update

Presented by Photo of Deborah Crawford Deborah Crawford
Tuesday, October 12th, 2021 - 1:30 pm Central Time Zone

This webinar will inform you about the deposit compliance rules and tasks your FI must follow and help you turn uncomfortable customer interviews into friendly and supportive conversations.

Related Topics: Compliance, Deposit Accounts

Writing Teller Training and Procedures

Presented by Photo of Deborah Crawford Deborah Crawford
Wednesday, October 13th, 2021 - 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

Marketing & Advertising Compliance - Two Part Series

Presented by Photo of Carl Pry Carl Pry
Wednesday, October 13th, 2021 - 1:30 pm Central Time Zone

This is a two-part webinar series that covers the comprehensive landscape of marketing and advertising compliance requirements. In these webinars we’ll provide many examples of how the rules apply ... More →

Related Topics: Compliance, Risk Management/Legal

Marketing & Advertising Compliance - Part 1

Presented by Photo of Carl Pry Carl Pry
Wednesday, October 13th, 2021 - 1:30 pm Central Time Zone

This is a two-part webinar series that covers the comprehensive landscape of marketing and advertising compliance requirements. In these webinars we’ll provide many examples of how the rules apply ... More →

Related Topics: Compliance, Risk Management/Legal

Loan Participations: What You Should Know

Presented by Photo of Jeffery Johnson Jeffery Johnson
Thursday, October 14th, 2021 - 10:00 am Central Time Zone

Learn the basic requirements for successful loan participations or syndications.

Related Topics: Lending

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

Presented by Photo of Marci Malzahn Marci Malzahn
Thursday, October 14th, 2021 - 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

IRAs Part 3 - Distributions, Beneficiary Payout Options and Reporting

Presented by Photo of Patrice Konarik Patrice Konarik
Friday, October 15th, 2021 - 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

Small Business Lending Data Collection

Presented by Photo of Jerod Moyer Jerod Moyer
Friday, October 15th, 2021 - 10:00 am Central Time Zone

This webinar will look at the key issues of this newly proposed rule in plain English.

Related Topics: Lending, Compliance

Advanced Tax Return Analysis

Presented by Photo of David Osburn David Osburn
Monday, October 18th, 2021 - 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

All About Flood Insurance Compliance Requirements OnDemand with Live Streaming

Presented by Photo of Jerod Moyer Jerod Moyer
Tuesday, October 19th, 2021 - 9:00 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, Auditing, Lending

HR Basics for Supervisors

Presented by Photo of Jennifer Mirus Jennifer Mirus
Tuesday, October 19th, 2021 - 10:00 am 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

Intermediate Bank Accounting: 4-Part Series

Presented by Photo of Cynthia Dopjera Cynthia Dopjera
Tuesday, October 19th, 2021 - 1:30 pm Central Time Zone

Designed for bankers seeking to gain an understanding of accounting for more complex bank transactions as required under U.S. GAAP, along with the concept behind audit assertions, internal controls... More →

Related Topics: Reporting

Intermediate Bank Accounting: Part I

Presented by Photo of Cynthia Dopjera Cynthia Dopjera
Tuesday, October 19th, 2021 - 1:30 pm Central Time Zone

Designed for bankers seeking to gain an understanding of accounting for more complex bank transactions as required under U.S. GAAP, along with the concept behind audit assertions, internal controls... More →

Related Topics: Reporting

Advanced Commercial Loan Documentation

Presented by Photo of Robin Russell Robin Russell
Wednesday, October 20th, 2021 - 10:00 am Central Time Zone

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

Related Topics: Lending, Risk Management/Legal

Ability to Repay/Qualified Mortgages Review and Update

Presented by Photo of Jack Holzknecht Jack Holzknecht
Wednesday, October 20th, 2021 - 1:30 pm Central Time Zone

This program explains the changes resulting from the recent final rules that amend the ability to repay and qualified mortgage options contained in 12 CFR 1026.43.

Related Topics: Compliance, Lending, Risk Management/Legal

Legal Liabilities when Check Fraud Occurs

Presented by Photo of Terri D. Thomas Terri D. Thomas
Thursday, October 21st, 2021 - 10:00 am Central Time Zone

This webinar provides attendees with an overview of the laws that control loss allocation when check fraud occurs.

Related Topics: Risk Management/Legal, Deposit Accounts

Wire Transfer Compliance

Presented by Photo of Dawn Kincaid Dawn Kincaid
Thursday, October 21st, 2021 - 10:00 am Central Time Zone

In this session we will cover the regulatory requirements for both domestic and international wires, provide sample audit procedures and discuss how to identify and react to possible wire fraud att... More →

Related Topics: BSA, Compliance, Risk Management/Legal

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

Presented by Photo of Marci Malzahn Marci Malzahn
Thursday, October 21st, 2021 - 1:30 pm Central Time Zone

During this basic course, we will review the primary Treasury Management products and services that are available in the market.

Related Topics: Sales, Executive

Intermediate Bank Accounting: Part II

Presented by Photo of Cynthia Dopjera Cynthia Dopjera
Friday, October 22nd, 2021 - 10:00 am Central Time Zone

Designed for bankers seeking to gain an understanding of accounting for more complex bank transactions as required under U.S. GAAP, along with the concept behind audit assertions, internal controls... More →

Related Topics: Reporting

Diversity and Inclusion: Leveraging Your AAP Data and Insights

Presented by Photo of Steven Greene Steven Greene
Tuesday, October 26th, 2021 - 10:00 am Central Time Zone

This session will identify and discuss AAP analyses and data which supply the specifics necessary to establish an effective D&I Program and just as importantly to monitor progress.

Related Topics: Compliance, Human Resources, Risk Management/Legal

Intermediate Bank Accounting: Part III

Presented by Photo of Cynthia Dopjera Cynthia Dopjera
Tuesday, October 26th, 2021 - 10:00 am Central Time Zone

Designed for bankers seeking to gain an understanding of accounting for more complex bank transactions as required under U.S. GAAP, along with the concept behind audit assertions, internal controls... More →

Related Topics: Reporting

Opening Complex New Accounts: 2-Part Series

Presented by Photo of Suzie Jones Suzie Jones
Tuesday, October 26th, 2021 - 1:30 pm Central Time Zone

This is a two-part series to be held on October 26th and 28th.

Related Topics: Risk Management/Legal, Deposit Accounts

Opening Complex New Accounts Part I: Business Accounts

Presented by Photo of Suzie Jones Suzie Jones
Tuesday, October 26th, 2021 - 1:30 pm Central Time Zone

This two hour Webinar examines not only the documentation requirements on business entities available in most states but provides clarity on how to identify who has authority to open and transact o... More →

Related Topics: Risk Management/Legal, Deposit Accounts

Excel Explained: Budget Spreadsheets

Presented by Photo of David Ringstrom David Ringstrom
Wednesday, October 27th, 2021 - 10:00 am Central Time Zone

In this comprehensive webinar, Excel expert David Ringstrom, CPA, teaches you how many Excel functions and features can be used to create adaptable and easy-to-maintain budget spreadsheets.

Related Topics: Computer Skills

Testing Your Information Security Program in 2021

Presented by Photo of Cody Delzer Cody Delzer
Wednesday, October 27th, 2021 - 1:30 pm Central Time Zone

Are you testing your ISP because you have to, or are you testing your ISP because you really want to protect your institution and your customer’s data from a cyber attack?

Related Topics: Risk Management/Legal

IRAs Part 4 - Auditing Your IRA Files

Presented by Photo of Patrice Konarik Patrice Konarik
Thursday, October 28th, 2021 - 10:00 am Central Time Zone

After we have absorbed all the basic rules, it’s time to check everything we – and those who came before us – have done to the IRA files.

Related Topics: Compliance, IRAs

Opening Complex New Accounts Part II: Trust and Fiduciary

Presented by Photo of Suzie Jones Suzie Jones
Thursday, October 28th, 2021 - 1:30 pm Central Time Zone

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

Related Topics: Risk Management/Legal, Deposit Accounts

Using an Effective Selling System to “Score” Your Prospects

Presented by Photo of Dan Fischer Dan Fischer
Thursday, October 28th, 2021 - 1:30 pm Central Time Zone

A Probability Scorecard is like the yard markers on a football field. The yard markers give you a clear, definitive look at how much ground has to be covered before you score points; or in the case... More →

Related Topics: Sales, Management/Employee Development

Intermediate Bank Accounting: Part IV

Presented by Photo of Cynthia Dopjera Cynthia Dopjera
Friday, October 29th, 2021 - 10:00 am Central Time Zone

Designed for bankers seeking to gain an understanding of accounting for more complex bank transactions as required under U.S. GAAP, along with the concept behind audit assertions, internal controls... More →

Related Topics: Reporting

CRE Lending: Cash Flow Analysis & Cap Rates

Presented by Photo of Richard Hamm Richard Hamm
Monday, November 1st, 2021 - 1:30 pm Central Time Zone

This program covers the key variables and concepts for determining CRE cash flow and transaction-level stress-testing.

Related Topics: Lending

Marketing & Advertising Compliance - Part 2

Presented by Photo of Carl Pry Carl Pry
Tuesday, November 2nd, 2021 - 10:00 am Central Time Zone

This is a two-part webinar series that covers the comprehensive landscape of marketing and advertising compliance requirements. In these webinars we’ll provide many examples of how the rules apply ... More →

Related Topics: Compliance, Risk Management/Legal

CTRs: Line-by-Line

Presented by Photo of Deborah Crawford Deborah Crawford
Tuesday, November 2nd, 2021 - 1:30 pm Central Time Zone

The webinar will go line by line through the CTR.

Related Topics: Compliance, Deposit Accounts

Branch Controls and Accountability

Presented by Photo of Molly Stull Molly Stull
Wednesday, November 3rd, 2021 - 10:00 am Central Time Zone

Maintaining a strong internal control structure is key to keeping your financial institution strong and your employees honest.

Related Topics: Auditing, Risk Management/Legal

15 Reasons Training Doesn’t Stick

Presented by Photo of Vicki Kraai Vicki Kraai
Wednesday, November 3rd, 2021 - 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

Seven Habits of Effective Credit Administration in Commercial Banks

Presented by Photo of Jeffery Johnson Jeffery Johnson
Thursday, November 4th, 2021 - 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

Excel Explained: Charts

Presented by Photo of David Ringstrom David Ringstrom
Thursday, November 4th, 2021 - 1:30 pm 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

CRE Lending: Property Types, Lease Structures and Other Non-Financial Risks

Presented by Photo of Richard Hamm Richard Hamm
Monday, November 8th, 2021 - 1:30 pm Central Time Zone

This program provides an overview of the key differences among and performance factors of the major CRE property types, issues with commercial lease features and key non-financial or qualitative ri... More →

Related Topics: Lending

Checks - Endorsements, Fraud and Compliance Issues

Presented by Photo of Deborah Crawford Deborah Crawford
Tuesday, November 9th, 2021 - 10:00 am Central Time Zone

This program will look at who has the right to endorse the back of a check, and where is proper endorsement placement.

Related Topics: Compliance, Deposit Accounts, Lending

Lending 101

Presented by Photo of Anne Lolley Anne Lolley
Monday, November 15th, 2021 - 1:30 pm Central Time Zone

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

Related Topics: Lending, Compliance

A Banker’s Guide to Powers of Attorney

Presented by Photo of Terri D. Thomas Terri D. Thomas
Tuesday, November 16th, 2021 - 10:00 am Central Time Zone

This webinar will provide attendees with the best practices and pitfalls of dealing with power of attorney documents.

Related Topics: Risk Management/Legal, Compliance

Customer Service vs. Customer Experience

Presented by Photo of Janice Branch Janice Branch
Wednesday, November 17th, 2021 - 1:30 pm Central Time Zone

Financial institutions looking for ways to increase the relationship with the customer know that the success of the relationship is in the hands of the people who wait on and assist customers every... More →

Related Topics: Management/Employee Development

Regulation O - Lending to Insiders

Presented by Photo of Jack Holzknecht Jack Holzknecht
Wednesday, November 17th, 2021 - 1:30 pm Central Time Zone

This program provides the information needed by the lending, compliance and audit staff to assure ongoing compliance with the regulation. The program and the materials have been updated to include ... More →

Related Topics: Compliance, Lending

Every Manager Builds a Brand, What's Yours?

Presented by Photo of Honey Shelton Honey Shelton
Thursday, November 18th, 2021 - 10:00 am Central Time Zone

Join us for this engaging 90-minute webinar with a presenter that has a reputation for sparking attention and motivation. Honey Shelton CEO of SBS CyberSecurity will offer strategies on how to eval... More →

Related Topics: Human Resources, Management/Employee Development

Most Common TRID Issues

Presented by Photo of Carl Pry Carl Pry
Thursday, November 18th, 2021 - 1:30 pm 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

Compliance Responsibilities in Foreclosures – What are the Expectations Now?

Presented by Photo of Carl Pry Carl Pry
Friday, November 19th, 2021 - 10:00 am Central Time Zone

This webinar will discuss those requirements and provide guidance on the proper steps to follow to ensure you understand all the requirements when considering or initiating a foreclosure action.More →

Related Topics: Compliance, Lending, Risk Management/Legal

Employment Records and How to Keep Them

Presented by Photo of Bob Gregg Bob Gregg
Friday, November 19th, 2021 - 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

Commercial and Industrial (C&I) Lending in Today’s Competitive Market

Presented by Photo of David Osburn David Osburn
Monday, November 22nd, 2021 - 1:30 pm Central Time Zone

An overview of Commercial and Industrial (C&I) loan products including working capital lines of credit, ABL facilities, equipment financing and their typical structure.

Related Topics: Lending

Robbery: Basics and Beyond

Presented by Photo of Carol Dodgen Carol Dodgen
Monday, November 29th, 2021 - 1:30 pm Central Time Zone

As the work environment has shifted, what do we need to know to keep our branches and our people safe?

Related Topics: Risk Management/Legal

FCRA Compliance: E-Oscar and Metro2

Presented by Photo of Matthew Urban Matthew Urban
Wednesday, December 1st, 2021 - 10:00 am Central Time Zone

This informative ninety (90) minute webinar will cover the basics of proper credit reporting and how best to respond to consumer credit reporting disputes.

Related Topics: Compliance, Deposit Accounts, Lending

Managing a Successful Call Center

Presented by Photo of Janice Branch Janice Branch
Wednesday, December 1st, 2021 - 1:30 pm Central Time Zone

There are three key factors that must be present in order to deliver on an exceptional Call Center experience for members. The Call Center must employ effective people, have effective internal proc... More →

Related Topics: Management/Employee Development

Ability to Repay, Qualified Mortgage, High Cost & Higher-Priced Mortgage Loans

Presented by Photo of Jerod Moyer Jerod Moyer
Thursday, December 2nd, 2021 - 10:00 am Central Time Zone

This webinar will walk you through the compliance maze related to Ability to Repay, Qualified Mortgage, High Cost & Higher-Priced Mortgage Loans.

Related Topics: Compliance, Lending

Dealing with Appraisals: Regulations and Requirements

Presented by Photo of Carl Pry Carl Pry
Thursday, December 2nd, 2021 - 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

How to Hire Bankers Who Will Sell More

Presented by Photo of Dan Fischer Dan Fischer
Friday, December 3rd, 2021 - 10:00 am Central Time Zone

Participants will learn a process you can adopt immediately with hiring tools that will take the guesswork out of hiring bankers who are also salespeople - those who can and will sell successfully ... More →

Related Topics: Sales, Management/Employee Development

Commercial & Business Lending Basics for Support Personnel

Presented by Photo of Richard Hamm Richard Hamm
Monday, December 6th, 2021 - 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

Understanding Revocable and Irrevocable Trust Documents

Presented by Photo of Terri D. Thomas Terri D. Thomas
Tuesday, December 7th, 2021 - 10:00 am Central Time Zone

This webinar will provide attendees information on doing business with trusts, including the best practices in establishing deposit account and loan relationships.

Related Topics: Risk Management/Legal, Deposit Accounts

IRS Information Reporting: Rules and Forms

Presented by Photo of Carl Pry Carl Pry
Wednesday, December 8th, 2021 - 1:30 pm Central Time Zone

Learn about the many forms financial institutions must report, with an emphasis on when and exactly what to report.

Related Topics: Compliance, Risk Management/Legal, Reporting

Regulation E: Errors & Disputes

Presented by Photo of David Dickinson David Dickinson
Thursday, December 9th, 2021 - 10:00 am Central Time Zone

This webinar will dissect the Regulation E error resolution requirements in plain English.

Related Topics: Compliance, Lending

Residential Construction Lending

Presented by Photo of Jeffery Johnson Jeffery Johnson
Friday, December 10th, 2021 - 10:00 am Central Time Zone

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

Related Topics: Lending

Commercial Real Estate Lending in Today’s Economy

Presented by Photo of David Osburn David Osburn
Monday, December 13th, 2021 - 1:30 pm Central Time Zone

This webinar will begin with a review of “commercial real estate” including types of properties and demand/supply in the “current” market.

Related Topics: Lending

Notary Public

Presented by Photo of Terri D. Thomas Terri D. Thomas
Tuesday, December 14th, 2021 - 10:00 am Central Time Zone

The webinar provides attendees with the dos and don'ts of being a Notary Public.

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

BSA Year End Round Up

Presented by Photo of Deborah Crawford Deborah Crawford
Wednesday, December 15th, 2021 - 10:00 am Central Time Zone

What is new and what is pending? This program will bring 2021 into focus for those of you managing BSA and all its parts.

Related Topics: Compliance, BSA

Quarterly Compliance Briefing: Winter 2021

Presented by Photo of Carl Pry Carl Pry
Wednesday, December 15th, 2021 - 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

Coaching Skills Bootcamp

Presented by Photo of Karen Butcher Karen Butcher
Thursday, December 16th, 2021 - 1:30 pm Central Time Zone

On-purpose coaching techniques for meaningful results.

Related Topics: Human Resources, Management/Employee Development

Excel Explained: Introduction to Spreadsheets

Presented by Photo of David Ringstrom David Ringstrom
Friday, December 17th, 2021 - 10:00 am 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

Untangling the Web of Fee Disclosures

Presented by Photo of Jack Holzknecht Jack Holzknecht
Tuesday, December 21st, 2021 - 1:30 pm Central Time Zone

Upon completion of the program, participants understand that improper fee disclosure may result in violations. This program provides the information needed to fully understand the rules and to avoi... More →

Related Topics: Compliance, Lending

Director Compensation and Compensation Committee Best Practices

Presented by Photo of Mike Blanchard & Matt Brei Mike Blanchard & Matt Brei
Wednesday, December 22nd, 2021 - 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