All Upcoming Events for BankWebinars

IRA Update - Catching Up with the Secure Act Changes

Presented by Photo of Patrice Konarik Patrice Konarik
Friday, February 21st, 2020 - 10:00 am Central Time Zone

During this critical IRA Update Webinar, we will detail the slightly good and very not-so-good changes that will apply to IRAs effective January 1, 2020 – including faster payouts for IRA nonspouse... More →

Related Topics: IRAs

Regulation CC - The Expedited Funds Availability Act

Presented by Photo of Michael Christians Michael Christians
Monday, February 24th, 2020 - 1:30 pm Central Time Zone

As financial institutions prepare for upcoming changes to Regulation CC in July 2020, now is the perfect time for a refresher on the requirements of the Expedited Funds Availability Act.

Related Topics: Compliance, Risk Management/Legal

Top 10 Most Frequent Flood Issues

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

This two-hour webinar explains the top ten issues financial institutions face regarding flood insurance. Participants receive a detailed manual that serves as a handbook long after the program is c... More →

Related Topics: Compliance, Lending

FFIEC Information Security Handbook Review

Presented by Photo of Jon Waldman Jon Waldman
Tuesday, February 25th, 2020 - 1:30 pm 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

Advanced TRID Compliance

Presented by Photo of Jerod Moyer Jerod Moyer
Wednesday, February 26th, 2020 - 10:00 am Central Time Zone

This webinar will take a look at the TRID from an advanced perspective. Take your TRID compliance to the next level.

Related Topics: Compliance, Lending, TRID, Compliance

Excel Explained: Minimize Spreadsheet Errors

Presented by Photo of David Ringstrom David Ringstrom
Wednesday, February 26th, 2020 - 1:30 pm Central Time Zone

Learn a variety of tricks and techniques you can use to improve the integrity of your Excel spreadsheets.

Related Topics: Computer Skills

8 Steps to Improve Cross-Selling

Presented by Photo of Janice Branch Janice Branch
Thursday, February 27th, 2020 - 10:00 am Central Time Zone

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

Related Topics: Sales, Human Resources

Federal Benefit Payments Garnishment Requirements

Presented by Photo of Terri D. Thomas Terri D. Thomas
Thursday, February 27th, 2020 - 1:30 pm 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

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

Presented by Photo of Deborah Crawford Deborah Crawford
Friday, February 28th, 2020 - 10:00 am 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

Best-Ever Compliance Checklists for Commercial Loans

Presented by Photo of Anne Lolley Anne Lolley
Monday, March 2nd, 2020 - 1:30 pm Central Time Zone

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

Related Topics: Compliance, Lending

Protecting Your Salaried-Exempt Status

Presented by Photo of Bob Gregg Bob Gregg
Tuesday, March 3rd, 2020 - 10:00 am Central Time Zone

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

Related Topics: Human Resources

Quarterly Compliance Briefing: Spring 2020

Presented by Photo of Carl Pry Carl Pry
Tuesday, March 3rd, 2020 - 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: 4-Part Series (2020)

Presented by Photo of Carl Pry Carl Pry
Tuesday, March 3rd, 2020 - 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

Audit Report Writing

Presented by Photo of Philip  Vassallo Philip Vassallo
Tuesday, March 3rd, 2020 - 1:30 pm Central Time Zone

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

Related Topics: Auditing, Management/Employee Development

Driving Results with Your Bank's Data

Presented by Photo of Matt Swanson Matt Swanson
Wednesday, March 4th, 2020 - 10:00 am Central Time Zone

During this session, we will explore specific and actionable strategies to use internal data to: (1) grow core customers, (2) increase core deposits and (3) deepen customer relationships.

Related Topics: Executive, Management/Employee Development

The UCC for Lenders

Presented by Photo of Robin Russell Robin Russell
Wednesday, March 4th, 2020 - 1:30 pm Central Time Zone

This program is a comprehensive Uniform Commercial Code (UCC) secured lending program for persons new to banking and is also recommended as a refresher.

Related Topics: Lending

Lending to Municipalities

Presented by Photo of Robin Russell Robin Russell
Thursday, March 5th, 2020 - 10:00 am Central Time Zone

We will discuss credit services for municipalities and other local government organizations.

Related Topics: Lending

Dealing with Appraisals: Regulations and Requirements

Presented by Photo of Carl Pry Carl Pry
Thursday, March 5th, 2020 - 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

Managing a Successful Call Center

Presented by Photo of Janice Branch Janice Branch
Friday, March 6th, 2020 - 10:00 am Central Time Zone

This program explains how Call Center Managers can make key factors work together effectively to deliver on the promise of a world class call experience.

Related Topics: Management/Employee Development

Advanced Collection Tools Vital in Today’s Economy

Presented by Photo of David Osburn David Osburn
Monday, March 9th, 2020 - 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

Responsibilities of the Information Security Officer

Presented by Photo of Chad Knutson Chad Knutson
Tuesday, March 10th, 2020 - 10:00 am Central Time Zone

We will review various regulatory guidance that outlines ISO responsibilities and reporting structures. Additionally, various educational paths that can help develop your skills in the future.

Related Topics: Risk Management/Legal

Alert! Hemp Federal Interim Final Rule

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

Learn more about what USDA will require during this webinar and decide what you will need to move forward with your Hemp growers.

Related Topics: Compliance, Risk Management/Legal, BSA

ACH Origination and Same Day Entries

Presented by Photo of Kate Cole Kate Cole
Wednesday, March 11th, 2020 - 10:00 am 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

10 Hot BSA Exam Issues

Presented by Photo of Deborah Crawford Deborah Crawford
Wednesday, March 11th, 2020 - 1:30 pm Central Time Zone

During this webinar we will look at the examination hot spots for 2020.

Related Topics: Compliance, BSA

New Rules Regarding IRA Beneficiary Payouts

Presented by Photo of Patrice Konarik Patrice Konarik
Thursday, March 12th, 2020 - 10:00 am Central Time Zone

The SECURE Act effective January 1, 2020 had the most substantial changes to beneficiary payouts since 2002. And they are not necessarily in favor of the beneficiary.

Related Topics: IRAs

Staff Deposit Regulatory Training - Meeting Annual Requirements

Presented by Photo of Deborah Crawford Deborah Crawford
Thursday, March 12th, 2020 - 1:30 pm Central Time Zone

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

Related Topics: Compliance, Management/Employee Development

Regulation E: The Electronic Fund Transfers Act

Presented by Photo of Michael Christians Michael Christians
Friday, March 13th, 2020 - 10:00 am Central Time Zone

As consumers continue their shift to a nearly all-digital platform for conducting personal financial transactions, a thorough understanding of Regulation E and the Electronic Fund Transfers Act is ... More →

Related Topics: Compliance, Risk Management/Legal

Commercial Construction Lending

Presented by Photo of Richard Hamm Richard Hamm
Monday, March 16th, 2020 - 1:30 pm Central Time Zone

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

Related Topics: Lending

Loan Denials & Other Adverse Action Notices

Presented by Photo of David Dickinson David Dickinson
Tuesday, March 17th, 2020 - 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

What to Do When a Customer Dies

Presented by Photo of Terri D. Thomas Terri D. Thomas
Tuesday, March 17th, 2020 - 1:30 pm Central Time Zone

This webinar focuses on the deposit and loan issues that arise when a customer dies.

Related Topics: Risk Management/Legal

Legal Liabilities when Check Fraud Occurs

Presented by Photo of Terri D. Thomas Terri D. Thomas
Wednesday, March 18th, 2020 - 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

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

Presented by Photo of Honey Shelton Honey Shelton
Wednesday, March 18th, 2020 - 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

TRID Amendments 2020 - Rebroadcast

Presented by Photo of Carl Pry Carl Pry
Thursday, March 19th, 2020 - 10:00 am Central Time Zone

This is a rebroadcast of the Wednesday, January 15th, 2020 session and is intended to review and discuss many of the major issues lenders are facing with TRID, including the most recent updates and... More →

Related Topics: Compliance, Lending, TRID, Compliance

Top 25 Safe Deposit Compliance Issues

Presented by Photo of David P. McGuinn David P. McGuinn
Friday, March 20th, 2020 - 10:00 am 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

2020 Call Report Update Seminar OnDemand with Live Streaming

Presented by Photo of Cynthia Dopjera Cynthia Dopjera
Monday, March 23rd, 2020 - 9:00 am Central Time Zone

Attend this Call Report Update Seminar via Live Streaming Video!

Related Topics: Reporting, Compliance, Risk Management/Legal

Residential Construction Lending

Presented by Photo of Richard Hamm Richard Hamm
Monday, March 23rd, 2020 - 1:30 pm Central Time Zone

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

Related Topics: Lending

2020 Fair Lending - Do Your Lenders Know the Requirements?

Presented by Photo of Jack Holzknecht Jack Holzknecht
Tuesday, March 24th, 2020 - 10:00 am Central Time Zone

This information packed seminar provides a refresher on the basic concepts of fair lending.

Related Topics: Compliance, Lending

Alert! CTR Changes on Sole Proprietors and Legal Entities

Presented by Photo of Deborah Crawford Deborah Crawford
Tuesday, March 24th, 2020 - 1:30 pm Central Time Zone

The webinar will go line by line through the CTR. You will learn how to avoid pitfalls and common errors.

Related Topics: Compliance, Deposit Accounts

Lending to Legal Entity Customers

Presented by Photo of Susan Costonis Susan Costonis
Wednesday, March 25th, 2020 - 10:00 am Central Time Zone

This fast-paced session will cover important BSA (Bank Secrecy Act) requirements not only for the "Fifth Pillar" of Customer Due Diligence, but also important steps to detect suspicious activity. <... More →

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

Consumer Real Estate Loans

Presented by Photo of Anne Lolley Anne Lolley
Wednesday, March 25th, 2020 - 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

Business Development Skills

Presented by Photo of Honey Shelton Honey Shelton
Thursday, March 26th, 2020 - 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

Mapping Multi-Tiered Business Accounts

Presented by Photo of Deborah Crawford Deborah Crawford
Thursday, March 26th, 2020 - 1:30 pm Central Time Zone

This program will focus on different structures and common errors.

Related Topics: Lending, BSA

Call Report - Lending Schedules for Banks

Presented by Photo of Cynthia Dopjera Cynthia Dopjera
Friday, March 27th, 2020 - 10:00 am Central Time Zone

This webinar will help you learn the classification priority for reporting loan information correctly and will provide detailed information related to various loan reporting requirements.

Related Topics: Reporting

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

Presented by Photo of Marci Malzahn Marci Malzahn
Monday, March 30th, 2020 - 1:30 pm Central Time Zone

You will walk away with practical tools and examples you can implement in your organization immediately.

Related Topics: Risk Management/Legal, Executive

Basic Cash Flow Analysis

Presented by Photo of Jeffery Johnson Jeffery Johnson
Tuesday, March 31st, 2020 - 1:30 pm Central Time Zone

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

Related Topics: Lending

Loan Participations: What You Should Know

Presented by Photo of Jeffery Johnson Jeffery Johnson
Wednesday, April 1st, 2020 - 10:00 am Central Time Zone

Learn the basic requirements for successful loan participations or syndications.

Related Topics: Lending

No Foolin’ - This is How Top Producers Prospect for Business

Presented by Photo of Alex Cole Alex Cole
Wednesday, April 1st, 2020 - 1:30 pm Central Time Zone

Learn how to gain introductions from your advocates. When done effectively, this will have more impact on your business than any other prospecting strategy.

Related Topics: Sales

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

Presented by Photo of Bob Gregg Bob Gregg
Thursday, April 2nd, 2020 - 10:00 am Central Time Zone

This webinar will cover the practical and legal issues of the current trends in employee appearance in the workplace, and what you should and shouldn't do about them.

Related Topics: Human Resources

Commercial & Business Lending Basics for Support Personnel

Presented by Photo of Richard Hamm Richard Hamm
Monday, April 6th, 2020 - 1:30 pm Central Time Zone

This webinar is designed to take the "mystery" out of the commercial lending process and the confusing terminology often used by lenders.

Related Topics: Lending

Overdraft Requirements & Best Practices

Presented by Photo of Jerod Moyer Jerod Moyer
Tuesday, April 7th, 2020 - 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

Excel Explained: Creating Interactive Spreadsheets

Presented by Photo of David Ringstrom David Ringstrom
Wednesday, April 8th, 2020 - 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

Understanding Commercial Loan Documents

Presented by Photo of Robin Russell Robin Russell
Wednesday, April 8th, 2020 - 1:30 pm Central Time Zone

The instructor will lead participants through all sections of the various required loan documents.

Related Topics: Lending

Core Management Skills

Presented by Photo of J.T. Turner J.T. Turner
Thursday, April 9th, 2020 - 10:00 am Central Time Zone

Get an excellent overview of the core management skills all good managers need to function at their best.

Related Topics: Human Resources

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

Presented by Photo of Marci Malzahn Marci Malzahn
Thursday, April 9th, 2020 - 1:30 pm Central Time Zone

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

Related Topics: Sales, Executive

New FFIEC Business Continuity Management Handbook

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

FFIEC Released the new Business Continuity Management Handbook in November 2019 replacing the former Business Continuity Planning Handbook.

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

Robbery Prevention & Response

Presented by Photo of Carol Dodgen Carol Dodgen
Monday, April 13th, 2020 - 1:30 pm Central Time Zone

In this session, find out what makes a robber choose his target, and learn ways to safeguard you and your institution against these criminals.

Related Topics: Risk Management/Legal

What You Need to Know About Escrows

Presented by Photo of Jack Holzknecht Jack Holzknecht
Tuesday, April 14th, 2020 - 10:00 am 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

CFPB Anticipated Rulemaking for 2020

Presented by Photo of Michael Christians Michael Christians
Tuesday, April 14th, 2020 - 1:30 pm Central Time Zone

Join Regulatory Compliance Counsel Michael Christians for this 90-minute discussion on what awaits your financial institution from a regulatory compliance perspective.

Related Topics: Compliance, Risk Management/Legal

BSA/AML for Lenders

Presented by Photo of Carl Pry Carl Pry
Wednesday, April 15th, 2020 - 1:30 pm Central Time Zone

This two-hour program will assist your bank in determining whether your BSA Compliance Program adequately includes controls, such as training, policies and procedures, monitoring, etc for loan prod... More →

Related Topics: Lending, BSA

SAR: Line by Line

Presented by Photo of Deborah Crawford Deborah Crawford
Thursday, April 16th, 2020 - 1:30 pm Central Time Zone

During the webinar you will review line-by-line the text fields and requirements to complete the SAR.

Related Topics: Compliance, BSA

Key Ratio Analysis

Presented by Photo of David Osburn David Osburn
Monday, April 20th, 2020 - 1:30 pm Central Time Zone

This webinar will cover a “five-step” analysis plan to calculate key ratios including liquidity, activity, leverage, operating performance, and cash flow analysis and correctly interpret the financ... More →

Related Topics: Lending, Management/Employee Development

Open-Ended Lines of Credit - Compliance Issues

Presented by Photo of Carl Pry Carl Pry
Tuesday, April 21st, 2020 - 10:00 am Central Time Zone

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

Related Topics: Compliance, Lending

Signature Card Danger Zones

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

This is a “must attend” webinar in order to learn more about risks, liability and losses that can occur due to signature card contract. And, most importantly, how to avoid these issues!

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

Aligning Your Technology Environment to Fit Your Bank’s Strategic Plan

Presented by Photo of Charlie Kelly & Michael Rohlinger Charlie Kelly & Michael Rohlinger
Wednesday, April 22nd, 2020 - 10:00 am Central Time Zone

We’ll discuss some of the critical elements you may want to consider as you develop a plan for future success in one of your bank’s most challenging areas to manage.

Related Topics: Risk Management/Legal, Executive

Unclaimed Property Compliance for Financial Institutions

Presented by Photo of Maggie Young, Michael Unger, and Zach Robbins Maggie Young, Michael Unger, and Zach Robbins
Thursday, April 23rd, 2020 - 10:00 am Central Time Zone

This webinar will focus on the complex state unclaimed property reporting requirements and the unique challenges facing financial institutions.

Related Topics: Compliance, Risk Management/Legal

Safe Deposit Vault Security & Disaster Recovery Essentials

Presented by Photo of David P. McGuinn David P. McGuinn
Friday, April 24th, 2020 - 10:00 am Central Time Zone

Whether you have 50 boxes or 5,000, this presentation provides a realistic and well-organized method of reviewing and auditing your procedures before a catastrophe occurs.

Related Topics: Risk Management/Legal, Safe Deposit

Equipment Lease Financing

Presented by Photo of Robin Russell Robin Russell
Tuesday, April 28th, 2020 - 10:00 am Central Time Zone

This webinar focuses on the many aspects of equipment lease financing, from structure and documentation to monitoring and administration.

Related Topics: Lending

BSA: Customer Identification Program - Is it time to Update?

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

This program will look line-by-line at the regulation and point out avenues of change to explore in 2020.

Related Topics: Risk Management/Legal, BSA

Introduction to Banking for New Employees

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

This webinar is an orientation for those of you who have joined our industry.

Related Topics: Compliance, Management/Employee Development

Coaching Tellers to Excellence

Presented by Photo of Janice Branch Janice Branch
Thursday, April 30th, 2020 - 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

Fair Lending

Presented by Photo of Jerod Moyer Jerod Moyer
Wednesday, May 6th, 2020 - 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

Introduction to ACH: The Basics

Presented by Photo of Kate Cole Kate Cole
Friday, May 8th, 2020 - 10:00 am Central Time Zone

This session is designed for those that are new to operations and those that want to confirm they really understand ACH.

Related Topics: Risk Management/Legal

How to Hire Your Next Sales Superstar

Presented by Photo of Alex Cole Alex Cole
Wednesday, May 20th, 2020 - 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

Mortgage Origination Compliance: Part 1

Presented by Photo of Carl Pry Carl Pry
Wednesday, May 27th, 2020 - 1:30 pm Central Time Zone

In Part 1 of this 2-part webinar, we'll discuss all the relevant requirements and considerations in the origination process.

Related Topics: Compliance, Lending

Mortgage Origination Compliance: A 2-Part Series

Presented by Photo of Carl Pry Carl Pry
Wednesday, May 27th, 2020 - 1:30 pm Central Time Zone

In this 2-part webinar, we'll discuss all the relevant requirements and considerations in the origination process.

Related Topics: Compliance, Lending

Mortgage Origination Compliance: Part 2

Presented by Photo of Carl Pry Carl Pry
Tuesday, June 2nd, 2020 - 10:00 am Central Time Zone

In Part 2 of this 2-part webinar, we'll discuss all the relevant requirements and considerations in the origination process.

Related Topics: Compliance, Lending

Quarterly Compliance Briefing: Summer 2020

Presented by Photo of Carl Pry Carl Pry
Thursday, June 4th, 2020 - 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
Wednesday, June 10th, 2020 - 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 Explained: Pivot Tables 101

Presented by Photo of David Ringstrom David Ringstrom
Thursday, June 18th, 2020 - 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

ACH Origination for Lenders and Cash Management

Presented by Photo of Kate Cole Kate Cole
Tuesday, August 4th, 2020 - 10:00 am Central Time Zone

If ACH is a product that you are selling or want to sell, then this is a webinar for you.

Related Topics: Risk Management/Legal

Excel Explained: Speed Tips

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

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

Related Topics: Computer Skills

ACH Exception Processing

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

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

Related Topics: Compliance, Risk Management/Legal

Excel Explained: Automating Financial Statements

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

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

Related Topics: Computer Skills

Quarterly Compliance Briefing: Fall 2020

Presented by Photo of Carl Pry Carl Pry
Monday, September 7th, 2020 - 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

Audit Report Writing

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

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

Related Topics: Auditing, Management/Employee Development

Create Engaging Conversations in the Branch of the Future

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

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

Related Topics: Sales, Management/Employee Development

Performing Your ACH Audit and Tips for Your ACH Risk Assessment

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

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

Related Topics: Auditing, Risk Management/Legal

Excel: Filtering and Slicing Data

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

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

Related Topics: Computer Skills

Excel Explained: Charts

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

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

Related Topics: Computer Skills

The 5 Keys to Coaching for Bank Managers

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

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

Related Topics: Sales, Management/Employee Development

Quarterly Compliance Briefing: Winter 2020

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

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

Related Topics: Compliance

Excel 101: Introduction to Spreadsheets

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

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

Related Topics: Computer Skills