All Upcoming Events for BankWebinars

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

SECURE Act and CARES Act Update

Presented by Photo of Patrice Konarik Patrice Konarik
Thursday, April 2nd, 2020 - 1:30 pm Central Time Zone

Every week brings more news and clarifications of the "last-minute" SECURE Act that was signed into law on December 20, 2019 and made effective 12 days later on January 1, 2020.

Related Topics: IRAs

Excel Explained: Creating Interactive Spreadsheets

Presented by Photo of David Ringstrom David Ringstrom
Friday, April 3rd, 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

Pandemic Planning - A New Reality, New Regulatory Guidance: Are You Prepared

Presented by Photo of Susan Orr Susan Orr
Monday, April 6th, 2020 - 10:00 am Central Time Zone

With the recent pandemic classification of the Coronavirus (COVID 19) and the March 6 release of the FFIEC updated Pandemic Plan, now is a good time to review your Pandemic Plan and complete a tabl... More →

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

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

Taking Training from Classroom to Virtual

Presented by Photo of Honey Shelton Honey Shelton
Tuesday, April 7th, 2020 - 10:00 am Central Time Zone

This 90-minute webinar will provide you with a roadmap on how you can effectively switch from a traditional classroom to a virtual training environment.

Related Topics: Human Resources, Management/Employee Development

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

Employment Law: Marijuana, Drug Testing, and Other Conflicting Laws

Presented by Photo of Bob Gregg Bob Gregg
Tuesday, April 7th, 2020 - 1:30 pm Central Time Zone

For Human Resources, knowing the law in your location may not be enough. Do you have branches in other states? Are you close to a line, and have employees commute from a recreational use state? Can... More →

Related Topics: Human Resources, Risk Management/Legal

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

Allowing Safe Deposit Box Access During a Pandemic Branch Closing

Presented by Photo of David P. McGuinn David P. McGuinn
Monday, April 13th, 2020 - 10:00 am Central Time Zone

This presentation will help you review and establish your own internal vault access procedures.

Related Topics: Risk Management/Legal, Safe Deposit

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

Ten Critical Issues for Identity Theft

Presented by Photo of Susan Costonis Susan Costonis
Wednesday, April 15th, 2020 - 10:00 am Central Time Zone

Attend this session and learn about the ten critical issues for identity theft and information security.

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

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

Quarterbacking Retail Deposits

Presented by Photo of Preston Afrank & Neil Stanley Preston Afrank & Neil Stanley
Thursday, April 16th, 2020 - 10:00 am Central Time Zone

As “surge deposits” have become a thing of the past, bankers across the country are observing that more effective management of liquidity and funding is an increasingly important part of success in... More →

Related Topics: Executive

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

Pandemic Fraud: What's Ahead

Presented by Photo of Arvin Clar Arvin Clar
Friday, April 17th, 2020 - 10:00 am Central Time Zone

The current coronavirus pandemic has opened the doors for opportunistic fraud. Be prepared.

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

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

Small Business Lending: The CARES Act, New SBA Programs, and Other Issues

Presented by Photo of Carl Pry Carl Pry
Wednesday, April 22nd, 2020 - 10:00 am Central Time Zone

In this webinar we’ll go into detail around the new CARES Act and what it means to small business lending. This means we’ll dive headfirst into the Keeping American Workers Paid and Employed Act (T... More →

Related Topics: Compliance, Lending

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

Alert! CTR Changes on Sole Proprietors and Legal Entities

Presented by Photo of Deborah Crawford Deborah Crawford
Wednesday, April 22nd, 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

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

CRE Lending: Cash Flow Analysis & Cap Rates

Presented by Photo of Richard Hamm Richard Hamm
Thursday, April 23rd, 2020 - 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

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

Building an IT Strategic Plan That Helps You Make Decisions

Presented by Photo of Cody Delzer Cody Delzer
Monday, April 27th, 2020 - 1:30 pm Central Time Zone

Does your IT Strategic Plan work for you, or is it just a document that you review once a year? Traditional FFIEC regulatory guidance calls for an IT Strategic Plan that identifies medium-to-long-t... More →

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

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

Lending Compliance for Marijuana-Related Businesses

Presented by Photo of Dawn Kincaid Dawn Kincaid
Wednesday, April 29th, 2020 - 10:00 am Central Time Zone

Growth in hemp-related commerce could provide new economic opportunities for some communities and will create a need for such businesses to be able to access capital and financial services.

Related Topics: Compliance, Deposit Accounts, 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

TRID A-Z Seminar OnDemand with Live Streaming

Presented by Photo of Jerod Moyer Jerod Moyer
Thursday, April 30th, 2020 - 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 ... More →

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

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

25 Baseline Controls Banks Struggle to Implement

Presented by Photo of Jon Waldman Jon Waldman
Monday, May 4th, 2020 - 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

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

Reg E Compliance - Five Best Practices for Handling Disputes

Presented by Photo of Susan Costonis Susan Costonis
Wednesday, May 6th, 2020 - 1:30 pm Central Time Zone

We will review the steps required to handle disputes and inquiries and the time frames for resolving a claim for an unauthorized transaction.

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

Writing BSA Policy and Procedures

Presented by Photo of Deborah Crawford Deborah Crawford
Thursday, May 7th, 2020 - 1:30 pm Central Time Zone

It’s 2020 and may be time to update your policy and procedures for BSA. We introduced the fifth pillar and beneficial ownership in 2018.

Related Topics: BSA

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

Basic Personal and Business Tax Return Analysis

Presented by Photo of David Osburn David Osburn
Monday, May 11th, 2020 - 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

Implementing the 2020 Uniform Residential Loan Application

Presented by Photo of Jack Holzknecht Jack Holzknecht
Monday, May 11th, 2020 - 1:30 pm Central Time Zone

This program provides comprehensive coverage of the revision process and the content of the revised URLA and related documents.

Related Topics: Compliance, Lending

Understanding Commercial Real Estate Loan Documents

Presented by Photo of Robin Russell Robin Russell
Tuesday, May 12th, 2020 - 1:30 pm Central Time Zone

Gain understanding of all sections of required real estate loan documents

Related Topics: Compliance, Lending, Risk Management/Legal

Basic Bankruptcy for Bankers

Presented by Photo of Robin Russell Robin Russell
Wednesday, May 13th, 2020 - 10:00 am Central Time Zone

This webinar will introduce you to the world of bankruptcy.

Related Topics: Lending, Risk Management/Legal

Spotting Opportunities and Making Referrals

Presented by Photo of Janice Branch Janice Branch
Wednesday, May 13th, 2020 - 1:30 pm Central Time Zone

Learn how to enhance your preparation and your curiosity-seeking skills. Let us help you become a pro at transitioning from the transactional part of the job to the opportunity-seeking aspect.

Related Topics: Management/Employee Development, Lending

Deposit Regulation Update and Review

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

Change is in the air! Are you ready?

Related Topics: Deposit Accounts

The Growth Challenge: Strategies to Drive Results

Presented by Photo of David Carlson David Carlson
Tuesday, May 19th, 2020 - 10:00 am Central Time Zone

As the race for core customer relationships, core deposits and talent intensifies, it is imperative to have your financial institution positioned for growth if you want to survive…and thrive.

Related Topics: Executive

Opening Fiduciary Accounts

Presented by Photo of Deborah Crawford Deborah Crawford
Tuesday, May 19th, 2020 - 1:30 pm Central Time Zone

During this program we will review the set-up, documentation and legal issues involved in these high- risk accounts.

Related Topics: Compliance, Lending

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

Staff Training: Human Smuggling, Human Trafficking, Elder Fraud and Identity Theft

Presented by Photo of Deborah Crawford Deborah Crawford
Wednesday, May 20th, 2020 - 1:30 pm Central Time Zone

During this program we will conduct staff training to detect and prevent four big crimes against your customer.

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

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

Presented by Photo of Deborah Crawford Deborah Crawford
Thursday, May 21st, 2020 - 1:30 pm 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

Acing Your Job as a Customer Service Expert

Presented by Photo of Honey Shelton Honey Shelton
Wednesday, May 27th, 2020 - 10:00 am Central Time Zone

Gain the knowledge and develop the attitude you need to cultivate the keys to exceptional service: emotional intelligence and a strong sense of commitment and ownership

Related Topics: Human Resources, 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

Will Your Remote Deposit Capture Program Meet Regulatory Guidelines?

Presented by Photo of Susan Orr Susan Orr
Thursday, May 28th, 2020 - 1:30 pm Central Time Zone

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

Related Topics: Risk Management/Legal

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

Onboarding Your New Hire

Presented by Photo of Honey Shelton Honey Shelton
Tuesday, June 9th, 2020 - 1:30 pm Central Time Zone

Learn how to excel at new employee onboarding.

Related Topics: Human Resources, Management/Employee Development

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

Being Strategic with Base Compensation for Non-Executive Positions

Presented by Photo of Mike Blanchard & Matt Brei Mike Blanchard & Matt Brei
Thursday, June 18th, 2020 - 10:00 am Central Time Zone

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

Related Topics: Human Resources

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

HMDA Hot Spots

Presented by Photo of David Dickinson David Dickinson
Wednesday, June 24th, 2020 - 10:00 am Central Time Zone

This webinar will cover the areas of HMDA compliance that cause banks the most problems.

Related Topics: Compliance, Lending

New BSA Officer Training

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

We will help you set up a framework to begin your new job and organize the sections of the BSA exam manual and law so you will know how to begin.

Related Topics: BSA

Total TRID Training - Part I

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

This four-part program provides the information needed to master the TRID rules.

Related Topics: Compliance, Lending, TRID

Total TRID Training - Four Part Series

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

This four-part program provides the information needed to master the TRID rules.

Related Topics: Compliance, Lending, TRID

Handling Deceased Accounts and Checks

Presented by Photo of Deborah Crawford Deborah Crawford
Thursday, June 25th, 2020 - 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

Total TRID Training - Part II

Presented by Photo of Jack Holzknecht Jack Holzknecht
Tuesday, June 30th, 2020 - 1:30 pm Central Time Zone

This four-part program provides the information needed to master the TRID rules.

Related Topics: Compliance, Lending, TRID

Total TRID Training - Part III

Presented by Photo of Jack Holzknecht Jack Holzknecht
Monday, July 6th, 2020 - 1:30 pm Central Time Zone

This four-part program provides the information needed to master the TRID rules.

Related Topics: Compliance, Lending, TRID

Increasing Fee Income without Raising Fees

Presented by Photo of Bryan Easley Bryan Easley
Wednesday, July 8th, 2020 - 1:30 pm Central Time Zone

Many financial institutions are raising their fees – should you?

Related Topics: Executive

Total TRID Training - Part IV

Presented by Photo of Jack Holzknecht Jack Holzknecht
Friday, July 10th, 2020 - 10:00 am Central Time Zone

This four-part program provides the information needed to master the TRID rules.

Related Topics: Compliance, Lending, TRID

Executive Total Compensation – Strategies to Motivate and Incent

Presented by Photo of Mike Blanchard & Matt Brei Mike Blanchard & Matt Brei
Tuesday, July 21st, 2020 - 1:30 pm Central Time Zone

We focus on the key elements that make up the total compensation package: base salaries, annual incentives, long-term incentives, benefits and perquisites. The session provides an educational overv... More →

Related Topics: Human Resources

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

Director Compensation and Compensation Committee Best Practices

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

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

Related Topics: Human Resources

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

Shattered Myths of Banking

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

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

Related Topics: Executive

Audit Report Writing

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

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

Related Topics: Auditing, Management/Employee Development

Quarterly Compliance Briefing: Fall 2020

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

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

Related Topics: Compliance

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

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

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