All Upcoming Events for BankWebinars

Opening New Accounts - 3-Part Series

Presented by Photo of Suzie Jones Suzie Jones
Tuesday, March 2nd, 2021 - 10:00 am Central Time Zone

This is a three-part series to be held on March 2, 4, and 9.

Related Topics: Risk Management/Legal, Deposit Accounts

Opening Accounts for Nonresident Aliens

Presented by Photo of Deborah Crawford Deborah Crawford
Friday, March 5th, 2021 - 10:00 am Central Time Zone

It has always been challenging to open accounts for nonresident aliens and to identify the person we are doing business with.

Related Topics: Compliance, Deposit Accounts

Excel Explained: Creating Interactive Spreadsheets

Presented by Photo of David Ringstrom David Ringstrom
Friday, March 5th, 2021 - 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

Advanced Collection Tools Vital in Today’s Economy

Presented by Photo of David Osburn David Osburn
Monday, March 8th, 2021 - 1:30 pm Central Time Zone

Attend this webinar to learn how to better collect “problem loans” and protect the rights of the bank in today’s market!

Related Topics: Lending

Opening New Accounts Part III: Trust and Fiduciary

Presented by Photo of Suzie Jones Suzie Jones
Tuesday, March 9th, 2021 - 10:00 am 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

Business Development Skills

Presented by Photo of Melissa Marvin Melissa Marvin
Tuesday, March 9th, 2021 - 10:00 am Central Time Zone

Developing a successful business is about following a process, having a plan, and becoming deliberate and on purpose when it comes to exploring and acquiring new business. Come learn how.

Related Topics: Human Resources, Management/Employee Development

Addressing Disabilities in the Workplace

Presented by Photo of Jennifer Mirus Jennifer Mirus
Tuesday, March 9th, 2021 - 1:30 pm Central Time Zone

This webinar will walk employers through a roadmap of effectively addressing disability issues in the workplace.

Related Topics: Human Resources, Management/Employee Development

Third Party and Fourth Party Management

Presented by Photo of Jon Waldman Jon Waldman
Wednesday, March 10th, 2021 - 10:00 am Central Time Zone

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

Related Topics: Risk Management/Legal

Consumer Real Estate Loans

Presented by Photo of Anne Lolley Anne Lolley
Wednesday, March 10th, 2021 - 1:30 pm Central Time Zone

In this webinar, Anne will guide lenders and processors through a simple real-estate loan and explain the current compliance rules.

Related Topics: Lending

Legal Liabilities when Check Fraud Occurs

Presented by Photo of Terri D. Thomas Terri D. Thomas
Thursday, March 11th, 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

Dealing with Appraisals: Regulations and Requirements

Presented by Photo of Carl Pry Carl Pry
Thursday, March 11th, 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

New QM Standards Under the Truth in Lending Act

Presented by Photo of Michael Christians Michael Christians
Friday, March 12th, 2021 - 10:00 am Central Time Zone

On December 10th, the Consumer Financial Protection Bureau (CFPB) issued two final rules that make significant changes to Regulation Z's ability to repay requirements.

Related Topics: Compliance, Lending

Residential Construction Lending

Presented by Photo of Richard Hamm Richard Hamm
Monday, March 15th, 2021 - 1:30 pm Central Time Zone

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

Related Topics: Lending

2021 Call Report Update Seminar OnDemand with Live Streaming

Presented by Photo of Cynthia Dopjera Cynthia Dopjera
Tuesday, March 16th, 2021 - 9:00 am Central Time Zone

Attend this Call Report Update Seminar via Live Streaming Video!

Related Topics: Reporting, Compliance, Risk Management/Legal

Loan Denials & Other Adverse Action Notices

Presented by Photo of David Dickinson David Dickinson
Tuesday, March 16th, 2021 - 10:00 am Central Time Zone

This webinar will cover the compliance requirements and best practices for Adverse Action Notices under the Equal Credit Opportunity Act (ECOA) and Fair Credit Reporting Act (FCRA).

Related Topics: Compliance, Lending, Auditing

Quarterly Compliance Briefing: 4-Part Series (2021)

Presented by Photo of Carl Pry Carl Pry
Tuesday, March 16th, 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

Quarterly Compliance Briefing: Spring 2021

Presented by Photo of Carl Pry Carl Pry
Tuesday, March 16th, 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

Basic Cash Flow Analysis

Presented by Photo of Jeffery Johnson Jeffery Johnson
Wednesday, March 17th, 2021 - 10:00 am Central Time Zone

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

Related Topics: Lending

You're the New Supervisor! Fasten Your Seat Belt!

Presented by Photo of Karen Butcher Karen Butcher
Wednesday, March 17th, 2021 - 1:30 pm Central Time Zone

This program will ramp up leadership skills and address critical supervisory issues necessary to become an extraordinary supervisor.

Related Topics: Human Resources, Management/Employee Development

Controlling the Risks of Power of Attorney Documents

Presented by Photo of Terri D. Thomas Terri D. Thomas
Thursday, March 18th, 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

ACH Origination and Same Day Entries

Presented by Photo of Kate Cole Kate Cole
Thursday, March 18th, 2021 - 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

Firing: It's Not Easy, But It Can Be Legal

Presented by Photo of Bob Gregg Bob Gregg
Friday, March 19th, 2021 - 10:00 am Central Time Zone

Learn how to approach situations in a way that may solve problems and avoid termination. Emphasis is placed on practical techniques for supervisors to use within the legal framework of employment l... More →

Related Topics: Human Resources

What Goes Into a Valuable Impact Analysis?

Presented by Photo of Cole Ponto Cole Ponto
Monday, March 22nd, 2021 - 1:30 pm Central Time Zone

It is no secret that a Business Continuity Plan (BCP) is an important document to have in your arsenal, especially when responding to events, such as natural disasters or cyber attacks, that may in... More →

Related Topics: Risk Management/Legal

COVID Vaccines, Paid Leave, and Accommodations

Presented by Photo of Steven Greene Steven Greene
Tuesday, March 23rd, 2021 - 10:00 am Central Time Zone

This session will focus on the employment issues surrounding COVID management in the banking industry, as they now exist. We will discuss best practices and common approaches which have emerged ac... More →

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

BSA: CIP and CDD

Presented by Photo of Deborah Crawford Deborah Crawford
Tuesday, March 23rd, 2021 - 1:30 pm Central Time Zone

This program will evaluate CDD and EDD regulation, exam guidance and provide thoughts on how to proceed with a program that is sales friendly to the account holder. We look at the regulation line-b... More →

Related Topics: Risk Management/Legal, BSA

Intermediate Bank Accounting: 4-Part Series

Presented by Photo of Cynthia Dopjera Cynthia Dopjera
Wednesday, March 24th, 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

Intermediate Bank Accounting: Part I

Presented by Photo of Cynthia Dopjera Cynthia Dopjera
Wednesday, March 24th, 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

Right of Rescission - Review and Update

Presented by Photo of Jack Holzknecht Jack Holzknecht
Wednesday, March 24th, 2021 - 1:30 pm Central Time Zone

This two-hour program explains all of the rescission rules. It provides easy to understand answers to questions, and it provides a system to assure compliance.

Related Topics: Compliance, Lending

2020/2021 IRA Reporting Requirements - 101

Presented by Photo of Patrice Konarik Patrice Konarik
Thursday, March 25th, 2021 - 10:00 am Central Time Zone

Getting this information right will make the difference in your clients getting a letter and bill from the IRS or smooth sailing through the tax filing process.

Related Topics: IRAs

8 Steps to Improve Cross-Selling

Presented by Photo of Janice Branch Janice Branch
Thursday, March 25th, 2021 - 1:30 pm Central Time Zone

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

Related Topics: Sales, Human Resources

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

Presented by Photo of Marci Malzahn Marci Malzahn
Thursday, March 25th, 2021 - 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

Intermediate Bank Accounting: Part II

Presented by Photo of Cynthia Dopjera Cynthia Dopjera
Friday, March 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

High Touch Coaching in a High-Tech World

Presented by Photo of Dan Fischer Dan Fischer
Monday, March 29th, 2021 - 1:30 pm Central Time Zone

This webinar will provide a framework to help sales managers deliver high touch coaching to their salespeople to help them grow relationships and revenue in this high-tech, remote world.

Related Topics: Sales, Management/Employee Development

Checks - Endorsements, Fraud and Compliance Issues

Presented by Photo of Deborah Crawford Deborah Crawford
Tuesday, March 30th, 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

Intermediate Bank Accounting: Part III

Presented by Photo of Cynthia Dopjera Cynthia Dopjera
Tuesday, March 30th, 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

Basic Bankruptcy for Bankers

Presented by Photo of Robin Russell Robin Russell
Wednesday, March 31st, 2021 - 10:00 am Central Time Zone

This webinar will introduce you to the world of bankruptcy.

Related Topics: Lending, Risk Management/Legal

CTRs and SARS: Line by Line

Presented by Photo of Deborah Crawford Deborah Crawford
Wednesday, March 31st, 2021 - 1:30 pm Central Time Zone

One of the most detailed webinars on CTRs and SARs you may ever attend. We will go line-by-line through the instructions and follow up with very detailed examples.

Related Topics: Compliance, Risk Management/Legal, BSA

Intermediate Bank Accounting: Part IV

Presented by Photo of Cynthia Dopjera Cynthia Dopjera
Thursday, April 1st, 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

Best-Ever Compliance Checklists for Commercial Loans

Presented by Photo of Anne Lolley Anne Lolley
Thursday, April 1st, 2021 - 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

Overdraft Programs - The Danger Zones

Presented by Photo of Deborah Crawford Deborah Crawford
Tuesday, April 6th, 2021 - 10:00 am Central Time Zone

It’s 2021 and the examiners are expected next month. Will your financial institution pass the test?

Related Topics: Compliance

Understanding Commercial Real Estate Loan Documents

Presented by Photo of Robin Russell Robin Russell
Tuesday, April 6th, 2021 - 1:30 pm Central Time Zone

Gain understanding of all sections of required real estate loan documents

Related Topics: Compliance, Lending, Risk Management/Legal

TRID A-Z Seminar OnDemand with Live Streaming

Presented by Photo of Jerod Moyer Jerod Moyer
Wednesday, April 7th, 2021 - 9:00 am Central Time Zone

This webcast will take a look at the TRID from A to Z and take your TRID compliance to the next level. All from the convenience of your own home or office via Live Streaming Video.

Related Topics: Compliance, Risk Management/Legal, Auditing, Lending, TRID

IRA Beneficiary Payouts

Presented by Photo of Patrice Konarik Patrice Konarik
Wednesday, April 7th, 2021 - 10:00 am Central Time Zone

This program will focus on which options are available to which beneficiaries depending on the IRA owner's date of death.

Related Topics: IRAs

Managing a Successful Call Center

Presented by Photo of Janice Branch Janice Branch
Wednesday, April 7th, 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

What Employers Need to Know About Marijuana, CBD, Other Drugs, and Employment Laws

Presented by Photo of Brian Goodman Brian Goodman
Thursday, April 8th, 2021 - 10:00 am Central Time Zone

State and federal law surrounding marijuana, CBD, and other drugs continues to develop rapidly. Employers need to understand the fundamental legal principles behind marijuana laws and their intera... More →

Related Topics: Human Resources, Risk Management/Legal

How to Incorporate BCM Into Your ERM Program

Presented by Photo of Marci Malzahn Marci Malzahn
Thursday, April 8th, 2021 - 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: Executive, Risk Management/Legal

FFIEC Information Security Handbook Review

Presented by Photo of Cody Delzer Cody Delzer
Friday, April 9th, 2021 - 10:00 am Central Time Zone

In September 2016, the FFIEC completely rewrote the Information Security Handbook. The Handbook represents an integration of concepts from Cybersecurity Guidance, Management Guidance, and other ele... More →

Related Topics: Risk Management/Legal

Six Best Practices for Perfect Teller Service

Presented by Photo of Melissa Marvin Melissa Marvin
Friday, April 9th, 2021 - 10:00 am Central Time Zone

Managing the face of the bank is an important role. This session will walk through best practices for those leading and managing tellers and the front-line.

Related Topics: Human Resources, Management/Employee Development

Key Ratio Analysis: Calculating and Interpreting the Numbers Correctly!

Presented by Photo of David Osburn David Osburn
Monday, April 12th, 2021 - 1:30 pm Central Time Zone

Attend this proactive webinar and learn a “five-step” analysis plan to calculate the key ratios covering liquidity, activity, leverage, operating performance, and cash flow analysis and correctly i... More →

Related Topics: Lending, Management/Employee Development

Seven Habits of Effective Credit Administration in Commercial Banks

Presented by Photo of Jeffery Johnson Jeffery Johnson
Tuesday, April 13th, 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

Opening Minor Accounts

Presented by Photo of Deborah Crawford Deborah Crawford
Tuesday, April 13th, 2021 - 1:30 pm Central Time Zone

During this program, you will learn how to answer your adult account holder’s questions on how to set up accounts for grandchildren, for college, for other reasons to set up minor accounts.

Related Topics: Risk Management/Legal, Deposit Accounts

Alert! Revisions to Three Sections of the BSA FFIEC Exam Manual

Presented by Photo of Deborah Crawford Deborah Crawford
Wednesday, April 14th, 2021 - 10:00 am Central Time Zone

During this webinar we will cover these changes and what you need to do and know!

Related Topics: Compliance, BSA

Excel Explained: Pivot Tables 101

Presented by Photo of David Ringstrom David Ringstrom
Wednesday, April 14th, 2021 - 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

Implementing Agency Identified Issues into Compliance Auditing Programs

Presented by Photo of Molly Stull Molly Stull
Thursday, April 15th, 2021 - 10:00 am Central Time Zone

Join us as we analyze consumer compliance issues identified by the CFPB and other regulatory agencies.

Related Topics: Compliance, Risk Management/Legal

Top 25 Safe Deposit Compliance Issues

Presented by Photo of David P. McGuinn David P. McGuinn
Thursday, April 15th, 2021 - 1:30 pm Central Time Zone

During this webinar, you will receive current information about all of these issues and an in-depth explanation about how they impact on your financial institution and your safe deposit box renters... More →

Related Topics: Risk Management/Legal, Safe Deposit

Dress Codes and Work Appearance - Spandex is a Privilege Not a Right

Presented by Photo of Bob Gregg Bob Gregg
Friday, April 16th, 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

Commercial & Business Lending Basics for Support Personnel

Presented by Photo of Richard Hamm Richard Hamm
Monday, April 19th, 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

Overdrafts

Presented by Photo of Jerod Moyer Jerod Moyer
Tuesday, April 20th, 2021 - 10:00 am Central Time Zone

This webinar will dissect the regulatory requirements and examiner expectations related to overdrafts in plain English.

Related Topics: Compliance, Lending

25 Baseline Controls Banks Struggle to Implement

Presented by Photo of Shane Daniel Shane Daniel
Tuesday, April 20th, 2021 - 1:30 pm Central Time Zone

This session reviews these 25 controls, as well as practical solutions your institution can use to implement these controls. We will also discuss the next steps beyond the assessment to provide a c... More →

Related Topics: Risk Management/Legal

Top 10 Most Frequent Flood Issues

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

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

Related Topics: Compliance, Lending

Understanding Revocable and Irrevocable Trust Documents

Presented by Photo of Terri D. Thomas Terri D. Thomas
Thursday, April 22nd, 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

Loan Modifications: What Are the Compliance Issues?

Presented by Photo of Carl Pry Carl Pry
Thursday, April 22nd, 2021 - 1:30 pm Central Time Zone

This webinar will deal with the ins and outs of making changes to loans of all types. We’ll discuss the compliance and legal requirements, operational challenges, and impacts to borrowers, guaranto... More →

Related Topics: Compliance, Lending

CRA Nuts & Bolts - Five Steps to Pass the Exam

Presented by Photo of Susan Costonis Susan Costonis
Monday, April 26th, 2021 - 1:30 pm Central Time Zone

Writing a dynamic CRA context report can show examiners not only that your financial institution understands the community demonstrate why your CRA program qualifies for a "Satisfactory" or possibl... More →

Related Topics: Compliance, Lending

Deposit Regulatory Update 2021

Presented by Photo of Deborah Crawford Deborah Crawford
Tuesday, April 27th, 2021 - 1:30 pm Central Time Zone

This catch-all program will be helpful to make sure we have not missed anything so far in 2021. Checklists and summaries will help you manage these complex areas affecting our customers.

Related Topics: Deposit Accounts

Commercial Loan Defaults and Workouts

Presented by Photo of Robin Russell Robin Russell
Wednesday, April 28th, 2021 - 10:00 am Central Time Zone

This program will cover guidelines for the Bank in a workout situation, including the documentation to consider before, during and after negotiations take place with borrowers and guarantors.

Related Topics: Lending

Remote Banking: What Are the Compliance Requirements?

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

In this webinar we’ll discuss these many requirements and provide you with a comprehensive grasp of the issues involved.

Related Topics: Compliance, Lending

Incident Response Plan: Will Yours Pass the Test?

Presented by Photo of Susan Orr Susan Orr
Friday, April 30th, 2021 - 10:00 am Central Time Zone

Having an Incident Response Plan isn't a suggestion, it is a requirement. Security breaches are inevitable, does your Plan provide a framework to guide you in responding effectively and timely?

Related Topics: Risk Management/Legal, Compliance

Implementing the Fair Debt Collection Practices Act and Regulation F

Presented by Photo of Jack Holzknecht Jack Holzknecht
Monday, May 3rd, 2021 - 1:30 pm Central Time Zone

This program provides a review of both parts of the final rule. Regulation F applies to debt collectors. The rules apply directly to financial institutions if the institution is collecting a debt o... More →

Related Topics: Compliance, Lending

Fair Lending

Presented by Photo of Jerod Moyer Jerod Moyer
Tuesday, May 4th, 2021 - 10:00 am Central Time Zone

This webinar will dissect the regulatory requirements and examiner expectations related to Fair Lending in plain English.

Related Topics: Compliance, Lending, Risk Management/Legal

Excel Explained: Speed Tips

Presented by Photo of David Ringstrom David Ringstrom
Wednesday, May 5th, 2021 - 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

Lending 101

Presented by Photo of Anne Lolley Anne Lolley
Wednesday, May 5th, 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

Coaching Tellers to Excellence

Presented by Photo of Janice Branch Janice Branch
Thursday, May 6th, 2021 - 1:30 pm Central Time Zone

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

Related Topics: Management/Employee Development

Basic Personal and Business Tax Return Analysis

Presented by Photo of David Osburn David Osburn
Monday, May 10th, 2021 - 1:30 pm Central Time Zone

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

Related Topics: Lending

What You Need to Know About Today's Ransomware Attacks

Presented by Photo of Jon Waldman Jon Waldman
Tuesday, May 11th, 2021 - 1:30 pm 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

Handling Deposit Accounts and Checks at Death

Presented by Photo of Deborah Crawford Deborah Crawford
Tuesday, May 18th, 2021 - 1:30 pm Central Time Zone

During this program, we will look at the checks and all the questions you get asked every day. Insurance checks, treasury checks and regular checks, what are you supposed to do and what can you do... More →

Related Topics: Compliance, Lending

BSA: MSBs, MRBs, TPPPs, NGOs and All the High Risk Customers

Presented by Photo of Deborah Crawford Deborah Crawford
Wednesday, May 19th, 2021 - 10:00 am Central Time Zone

Your financial institution is full of customers who require many types of services. The BSA exam identifies many services and customers as high risk for money laundering.

Related Topics: BSA, Compliance

Identifying and Documenting CRA Community Development Activities

Presented by Photo of Jack Holzknecht Jack Holzknecht
Wednesday, May 19th, 2021 - 1:30 pm Central Time Zone

This program provides the information needed to assure proper credit is given for CD activities thereby assuring a higher rating and limiting the additional burden of a lower rating.

Related Topics: Compliance, Lending

Strategies for Succession Planning and Talent Management

Presented by Photo of Marci Malzahn Marci Malzahn
Thursday, May 20th, 2021 - 1:30 pm Central Time Zone

In this webinar you will learn strategies to avoid losing your top talent, and how to establish a simple yet successful Talent Management Program, which in turn integrates into your Strategic Plan.... More →

Related Topics: Human Resources, Management/Employee Development

Back to Basics: The CARD Act

Presented by Photo of Michael Christians Michael Christians
Friday, May 21st, 2021 - 10:00 am Central Time Zone

The Credit Card Accountability, Responsibility and Disclosure (CARD) Act of 2009 added a number of disclosure, underwriting and servicing requirements to Regulation Z specific to credit card accoun... More →

Related Topics: Compliance, Lending

Banker’s Top 10 for Sales Success

Presented by Photo of Dan Fischer Dan Fischer
Monday, May 24th, 2021 - 1:30 pm Central Time Zone

We will take you through the Top 10 ideas that you must address to increase your sales success.

Related Topics: Sales

New to Banking? Learn More About Our Industry

Presented by Photo of Deborah Crawford Deborah Crawford
Tuesday, May 25th, 2021 - 1:30 pm Central Time Zone

This webinar is an orientation for those of you who have joined our industry. We will look at the federal reserve system, the regulations, regulators and how banks make money. The basic branch syst... More →

Related Topics: Compliance, Lending

Deposit Regulations - The Basics

Presented by Photo of Deborah Crawford Deborah Crawford
Wednesday, May 26th, 2021 - 10:00 am Central Time Zone

During the webinar, each regulation will be discussed spotlighting the front line issues and how to handle them. This webinar will help your staff determine if we are in a regulation and if so to d... More →

Related Topics: Compliance, Lending

Attacking the Human Element

Presented by Photo of Jeff Spann Jeff Spann
Thursday, May 27th, 2021 - 1:30 pm Central Time Zone

This discussion will highlight the advancements in cybercrime and social engineering that are targeting our people resources.

Related Topics: Risk Management/Legal

Excel Explained: Payroll Analysis

Presented by Photo of David Ringstrom David Ringstrom
Wednesday, June 9th, 2021 - 1:30 pm Central Time Zone

In this comprehensive presentation, Excel expert David Ringstrom, CPA, explains: mathematics for employee timesheets, date and time formatting, conditional formatting to highlight HR requirements, ... More →

Related Topics: Computer Skills

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

Presented by Photo of Marci Malzahn Marci Malzahn
Thursday, June 10th, 2021 - 10:00 am Central Time Zone

This webinar is for participants who have a basic foundational knowledge of Enterprise Risk Management and are looking for specific examples on how to complete these three important Risk Assessment... More →

Related Topics: Risk Management/Legal, Executive

Quarterly Compliance Briefing: Summer 2021

Presented by Photo of Carl Pry Carl Pry
Wednesday, June 23rd, 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

Masterful Time Management

Presented by Photo of Philip  Vassallo Philip Vassallo
Thursday, July 29th, 2021 - 1:30 pm Central Time Zone

Attending "Masterful Time Management" will give you the knowledge to understand the traps that compromise efficiency and the skills to develop an excellent plan to lead a productive personal and pr... More →

Related Topics: Auditing, Management/Employee Development

Excel: Filtering and Slicing Data

Presented by Photo of David Ringstrom David Ringstrom
Wednesday, August 11th, 2021 - 10:00 am 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

7 Habits of High Performing Banking Teams

Presented by Photo of Dan Fischer Dan Fischer
Thursday, September 2nd, 2021 - 1:30 pm Central Time Zone

There are consistent behaviors and habits that successful relationship managers use day in and day out, year after year to achieve their goals.

Related Topics: Sales, Management/Employee Development

Quarterly Compliance Briefing: Fall 2021

Presented by Photo of Carl Pry Carl Pry
Thursday, September 9th, 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

Excel Explained: Auditing Spreadsheets

Presented by Photo of David Ringstrom David Ringstrom
Tuesday, September 14th, 2021 - 10:00 am Central Time Zone

In this illuminating session, Excel expert David Ringstrom, CPA, shares techniques you can use to verify the integrity of even the most complicated Excel workbooks./p>

Related Topics: Computer Skills

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

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

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

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

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

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