All Webinars

 

Printable Webinar Schedule

Series

2018 Credit Analysis & Underwriting Series

Series

2018 IRA Series

Series

2018 Consumer Debt Series

Series

2018 Compliance Series

Series

2018 Cyber Series

Series

2018 Director Series

Series

2018 New Accounts Series

Series

2018 Call Report Series

Series

Frontline Fundamentals Series

Series

2018 Marketing Series

Sale

UBPR Peer Group Analysis for Directors

Sale

Creating a Social Media Policy & Strategy That Everyone Can "Like"

Sale

Fiduciary Responsibilities for New Directors

Sale

Interpreting Economic Indicators in Agricultural Loan Portfolio Management

Sale

10 Commandments for Dealing with Regulators

Sale

Emerging Leader Education: How to Avoid Lender Liability Claims: Compliance, Regulatory Issues & Best Practices

Sale

Successful Skip Tracing Tools & Techniques for Locating Your Customer & Recovering Collateral

Sale

Mastering Business Development, Part 1: Results-Driven Foundational Skills

Sale

Buy, Sell, or Remain Independent: Three Community Bank Strategies for Each

Sale

Mastering Business Development, Part 2: Proven Techniques for Handling Objections, Gaining Referrals & Promoting Your Bank

Sale

Detecting & Preventing a Corporate Account Takeover

Sale

Defining Risk Management Officer Expectations & Responsibilities

Sale

Developing an Effective Succession Planning Strategy for Management & the Board

Sale

Loan Deterioration Early Warning Signs: Where is Your Portfolio at Risk?

Sale

Incident Response: Before, During & After a Data Breach

Sale

Advanced Endorsements: POAs, Businesses, Trusts & More

Sale

Customer Complaint & Response Management

Sale

Emerging Leader Education: The UBPR: Understanding Peer Group Comparison to Improve Bank Performance

Sale

From Prospect to Customer: Skills & Tools for Successful Business Development

Sale

You’re the New HR Officer, Now What?

Sale

Handling Difficult Customers: Effectively Dealing with Intimidation, Negativism & Anger

Sale

Collection Call Techniques: Compliant Telephone Scripts & Responses

Sale

Commercial Appraisal Review Part 1: Income Approach

Sale

From Frontline to Teller Supervisor: Developing Skills & Making a Smooth Transition

Sale

Cross Selling & Referral Opportunities for the Frontline: Strategies to Enhance the Customer’s Experience & Grow the Bank

Sale

Managing Credit Risk

Sale

The Essentials of Collection Law

Sale

Overseeing Bank Performance: The Role of Audit

Sale

Developing Executive Presence Skills:
Presentations, Poise & Professionalism

Sale

Outsourcing Tech Services:
Regulations, Examiner Expectations & Actions for Vendor Management

Sale

Managing Absenteeism & Leaves of Absence

Sale

Emerging Leader Education:
Effective Branch Administration Monitoring

Sale

Treasury Services: New Delivery & Service Models for Cash Management

Sale

Current Hot Issues in Financial Accounting for Community Banks

Sale

Board Oversight & Responsibility for ACH Risk

Sale

Understanding Letters of Credit: Rules, Responsibilities & Liabilities

Sale

Risks & Precautions for Endorsements & Other Negotiable Instruments

Sale

Commercial Credit Grading: Methodology, Risk & Examiner Issues

Sale

15 Errors to Avoid When Conducting Internal Investigations

Sale

Saving for Education: Coverdell & College Savings Plans

Sale

Performance Management: Developing Future Leaders

Sale

MSB Due Diligence & Monitoring for Community Banks

Sale

Recognizing & Responding to Elder Fraud: What Every Staff Member Should Know

Sale

The CFPB’s Four Ds of Fair Lending: Deceptive Marketing, Debt Traps, Dead Ends & Discrimination

Sale

Rewarding & Retaining the Best Employees

Sale

Branch Transformation: Strategies for Moving from Transaction Centers to Customer Engagement Centers

Sale

Identifying Fraudulent Transactions: Including Recent FinCEN Advisory on Email Fraud Schemes

Sale

Military Lending Act: Exam Procedure Changes, Post-Implementation Considerations & FAQs

Sale

Using the APRWIN Calculator Effectively to Avoid & Correct Violations

Sale

The Board Evaluation Process: Steps, Tools & More

Sale

Human Resource Dos & Don’ts for Supervisors

Sale

CFPB Real Estate Loan Collection Rules for Mortgage Servicers & Your Bank

Sale

Managing TDRs Start to Finish: Initial Identification to Rewriting to Non-TDR Status

Sale

Compliance in Handling Private Mortgage Insurance (PMI), Including Recent Rule Changes

Sale

Communicating in a Crisis: How to Protect Your Reputation & Brand

Sale

What the Board Needs to Know About Vendor Management

Sale

Auditing Call Reports:
Compliance, Regulator Expectations & Best Practices

Sale

Report Writing for Auditors: Tips, Tools & Best Practices

Recorded
Webinar
1/10/18

SBA Lending Update 2018: Trends, Regulations & Pending Changes

Recorded
Webinar
1/11/18

Credit Analysis & Underwriting Series:
Loan Underwriting 101: Interviewing, Credit Reports, Debt Ratios & Regulation B

Recorded
Webinar
1/17/18

IRA Series:
2018 IRA & HSA Update & Hot Topics

Recorded
Webinar
1/18/18

Consumer Debt Series:
Credit Reporting & Delinquent Accounts: Disputes, Revisions, Recent Guidance & More

Recorded
Webinar
1/31/18

Compliance Series:
Job-Specific Compliance Training for the Frontline

Recorded
Webinar
2/6/18

Simplifying the Compliance Function: Tools & Checklists to Keep You on Track

Recorded
Webinar
2/7/18

Fair Lending Challenges for HMDA Data Rule Changes: Expanded Data Fields & Lending Practices

Recorded
Webinar
2/8/18

Cyber Series:
Emerging Technologies 2018: What Are They & Do They Matter?

Recorded
Webinar
2/13/18

Director Series:
Directors' Role & Responsibilities When a Data Breach Occurs

Recorded
Webinar
2/21/18

New Accounts Series:
Opening Consumer Accounts: Regulations, CDD & Documentation

Recorded
Webinar
2/22/18

Security Officer Reports to the Board: What is Required?

Recorded
Webinar
2/27/18

Credit Analysis & Underwriting Series:
Debt Service Coverage Calculations in Underwriting

Recorded
Webinar
3/1/18

CECL Rule Overview: Preparation, Planning & Data Collection

Recorded
Webinar
3/6/18

Revisiting CDD Policies & Procedures to Include Beneficial Ownership Rule Changes Effective May 11, 2018

Recorded
Webinar
3/7/18

ACH Rules Update 2018

Recorded
Webinar
3/8/18

Consumer Debt Series:
Managing Chapter 7 & 13 Consumer Bankruptcies: Special Rules, Cramdowns & Risks

Recorded
Webinar
3/13/18

Flood Insurance Compliance Review & Update 2018

Recorded
Webinar
3/14/18

Developing & Managing Employee Performance Through Effective Recruiting, Onboarding & Coaching

Recorded
Webinar
3/15/18

IRA Series:
IRA Overview: Traditional & Roth IRA & SEP Plans

Recorded
Webinar
3/20/18

Completing the CTR Line-by-Line Effective May 28, 2018: Technical Changes, New Data Fields & Alternate Model Reporting

Recorded
Webinar
3/21/18

Call Report Series:
Introduction to Call Report Preparation

Recorded
Webinar
3/22/18

Compliance & Legal Risks in Mobile Banking: Rules & Security Requirements

Recorded
Webinar
3/27/18

New Accounts Series:
Opening Deposit Accounts for Nonprofit Organizations

Recorded
Webinar
3/28/18

Credit Analysis & Underwriting Series:
Creating Effective Credit Memos & Loan Narratives

Recorded
Webinar
3/29/18

Negotiate to Win™: Essential Negotiation Skills for Community Bankers

Recorded
Webinar
4/2/18

Frontline Fundamentals Series:
Introduction to US Banking & the Payments System

Recorded
Webinar
4/2/18

Frontline Fundamentals Series:
Regulations & Compliance: The Big Picture

Recorded
Webinar
4/2/18

Frontline Fundamentals Series:
Essentials of Endorsements, Negotiable Instruments & Cash Handling

Recorded
Webinar
4/2/18

Frontline Fundamentals Series:
Delivering Customer Service Excellence

Recorded
Webinar
4/3/18

Impact of Regulation CC Rule Changes on RDC & ACH

Recorded
Webinar
4/4/18

Dealing with Dormant Accounts, Unclaimed Property & Escheatment

Recorded
Webinar
4/5/18

Cyber Series:
FFIEC Cybersecurity Assessment Tool: Issues & Answers

Recorded
Webinar
4/6/18

ADA Website Compliance: Requirements, Common Issues & Litigation

Recorded
Webinar
4/10/18

BSA Special Risks:
Policy, Law Enforcement & Regulator Issues

Recorded
Webinar
4/11/18

Director Series:
Strategic Planning Years 1, 3 & 5: Scope, Techniques & Drafting Your Plan

Recorded
Webinar
4/12/18

Developing a Strong Risk Assessment for Enterprise Risk Management

Recorded
Webinar
4/17/18

Compliance Series:
Compliance Rules All Staff Must Know: Red Flags for Identity Theft, Bribery, Privacy & Ethical Considerations

Recorded
Webinar
4/18/18

Top 25 Things to Know About Reg CC Changes Before July 1, 2018

Recorded
Webinar
4/19/18

How to Complete & File UCC-1 Financing Statements

Recorded
Webinar
4/20/18

Understanding the New SAR Filing Format Requirements: Batch Submissions, Text Fields & Cyber Event Categories & Subtypes

Recorded
Webinar
4/24/18

Denied Loan Requirements: Consumer, Commercial & Real Estate

Recorded
Webinar
4/25/18

Newly Released Guidance on CDD Requirements Effective May 11, 2018: FinCEN FAQs

Recorded
Webinar
4/25/18

Credit Analysis & Underwriting Series:
Global Cash Flow Analysis for Underwriters & Credit Analysts

Recorded
Webinar
4/26/18

The Top 12 Credit Risks in Agricultural Lending

Recorded
Webinar
4/27/18

Residential Construction Lending: Compliance, Disbursements & More

Recorded
Webinar
5/1/18

All You Need to Know About E-SIGN, E-Statements & E-Disclosures

Recorded
Webinar
5/2/18

Understanding the UCA Cash Flow: Practical Applications in Underwriting

Recorded
Webinar
5/3/18

Handling Powers-of-Attorney & Living Trust Documents for Deposit Accounts & Loans

Recorded
Webinar
5/8/18

New Accounts Series:
Opening Business Accounts: Entities, Documentation, Authority & Regulatory Requirements

Recorded
Webinar
5/9/18

Analyzing TRID Tolerance Cures: Clarifying the Confusion

Recorded
Webinar
5/10/18

Finance Charges: Getting It Right!

Recorded
Webinar
5/15/18

Top Escrow Compliance Exam Issues, FAQs & Field Audits

Recorded
Webinar
5/16/18

IRA Series:
Current IRA Issues, Including Divorce, IRS Levies, Bankruptcies & Creditor Claims

Recorded
Webinar
5/17/18

FFIEC Third-Party Risk Guidance: Appendix J for Vendor Business Continuity Issues & More

Recorded
Webinar
5/22/18

Consumer Debt Series:
Real Estate Loan Workouts, Deeds in Lieu, Short Sales, Foreclosures, Deficiency Judgments & Receiverships

Recorded
Webinar
5/23/18

Consumer Loan Documentation

Recorded
Webinar
5/24/18

ACH Error Resolution: Unauthorized, Authorization Revoked, or Stop Payment?

Recorded
Webinar
5/30/18

Compliance Series:
Job-Specific Compliance Training for Lenders

Recorded
Webinar
5/31/18

Increasing Fee Income Without Raising Fees

Recorded
Webinar
6/5/18

Call Report Series:
Examining Bank Assets, Liabilities & Income in Call Report Preparation

Recorded
Webinar
6/6/18

Director Series:
Regulator Expectations in Capital Planning

Recorded
Webinar
6/7/18

Red Flags in Residential Appraisal Compliance

Recorded
Webinar
6/8/18

Understanding the Procedural Differences Between Substitute Checks, ACH Imaged Checks & New Warranties Under Reg CC Effective July 1, 2018

Recorded
Webinar
6/12/18

Cyber Series:
Beginning IT Officer Training

Recorded
Webinar
6/13/18

Protecting the SBA Guaranty Start to Finish

Recorded
Webinar
6/14/18

Overdraft Disclosure Requirements: Regulations, UDAAP & Legal Risks

Recorded
Webinar
6/19/18

Marketing Series:
Advertising Compliance for Electronic, Website, TV & Radio Promotions

Recorded
Webinar
6/20/18

Safe Deposit Issues: Drilling, Unpaid Rent, Death & Unclaimed Property

Recorded
Webinar
6/21/18

Reg E Requirements for Debit Card Error Resolution: Processing, Disclosure & Investigation

Recorded
Webinar
6/26/18

New Accounts Series:
Opening Trust Accounts: Compliance, Documentation, Signing Authority & Deposit Insurance Issues

Recorded
Webinar
6/27/18

Understanding Employee Leave Policies

Recorded
Webinar
6/28/18

Notary Essentials, Legalities & Best Practices

Recorded
Webinar
7/6/18

Determining a Legal Entity for Purposes of Beneficial Ownership

Recorded
Webinar
7/10/18

Auditing Your Loan Portfolio: Consumer, Commercial & Real Estate

Recorded
Webinar
7/11/18

IRA Series:
Understanding IRA Beneficiary Designations, Death Distributions & Required Minimum Distributions

Recorded
Webinar
7/12/18

Maintaining Required FDIC Records: Compliance, Issues & Retention

Recorded
Webinar
7/13/18

Handling Federal Benefit Payments: Protections, POAs, Delinquency & Death

Recorded
Webinar
7/17/18

Loan Review: Consumer, Commercial & Real Estate

Recorded
Webinar
7/18/18

Marketing Series:
Developing, Maintaining & Sustaining Brand Loyalty

Recorded
Webinar
7/19/18

Consumer Debt Series:
Reducing Consumer Loan & Collection Losses: Workouts, Forbearance, Restructuring & More

Recorded
Webinar
7/23/18

Understanding Tax Reform: Community Bank Taxation in 2018 & Beyond

Recorded
Webinar
7/24/18

Wire Transfer Security: Regulatory Guidance, Risk Management & Monitoring

Recorded
Webinar
7/25/18

Call Report Series:
Preparing Call Report Basic Lending Schedules: Coding, Classifications & Loan Loss Allowance

Recorded
Webinar
7/26/18

Director Series:
Assessing Credit Risk for Directors

Recorded
Webinar
7/31/18

ACH Rules & Responsibilities for RDFIs

Recorded
Webinar
8/2/18

Securing Loans with Cash: Using Deposit & Brokerage Accounts to Reduce Loss Risk

Recorded
Webinar
8/3/18

Regulatory Relief Act (S. 2155): Changes & Impacts to Community Banks

Recorded
Webinar
8/3/18

GDPR: What Is It & Should Your Financial Institution Be Concerned??

Recorded
Webinar
8/7/18

Cyber Series:
Expanding & Improving Your Required IT Risk Assessment Program

Recorded
Webinar
8/8/18

CECL: Making Strategic Decisions Regarding Methodologies, Processes & Governance

Recorded
Webinar
8/9/18

Commercial Loan Application Danger Zones

Recorded
Webinar
8/14/18

Fair Lending Comparative File Review

Recorded
Webinar
8/15/18

Marketing Series:
Advertising & the New Media Mix: What's Right for Your Bank?

Recorded
Webinar
8/16/18

Final Preparation for CFPB's TRID Amendments, Effective October 1, 2018

Recorded
Webinar
8/21/18

New Accounts Series:
Opening Minor Accounts: Signature Cards, Access, Ownership

Recorded
Webinar
8/22/18

Conducting the Annual Physical Security Review

Recorded
Webinar
8/23/18

Stress Testing Your Loan Portfolio: Regulatory Expectations & Enhancing Credit Risk Management

Recorded
Webinar
8/28/18

Compliance Series:
Regulatory Requirements for the Board & Senior Management

Recorded
Webinar
8/30/18

Managing Provisional Credit Under Reg E

Recorded
Webinar
9/5/18

Complying with Reg Z Rules for HELOCs: Disclosure, Documentation, Statements & Maintenance

Recorded
Webinar
9/6/18

Imaged Documents & Checks: Regulations & Legal Concerns

Recorded
Webinar
9/7/18

Handling Business Account Transactions: Dos, Don’ts & Best Practices

Recorded
Webinar
9/10/18

Placing Reg CC Holds Compliantly & With Confidence: Clarifying the Confusion

Recorded
Webinar
9/11/18

Consumer Debt Series:
Maximizing Recoveries on Charged-Off Loans

Recorded
Webinar
9/12/18

Mortgage Lender Training Part 1: Life-of-Loan Reg B Requirements, Including Application, Monitoring & Disclosures

Recorded
Webinar
9/13/18

New BSA Officer Training: Requirements & Real-Life Scenarios

Recorded
Webinar
9/14/18

How to Originate & Onboard a New ACH Business: Set Up, Risk Assessment, Registry, Audit & Third-Party Senders

Recorded
Webinar
9/17/18

Capital Planning & Adequacy Under Regulatory Relief: Preparation Strategies

Recorded
Webinar
9/18/18

Call Report Series:
Call Report Preparation: Schedule RC-R, Regulatory Capital & the Capital Conservation Buffer

Recorded
Webinar
9/19/18

Marketing Series:
Measuring the ROI of Your Digital Marketing Strategy

Recorded
Webinar
9/20/18

Vendor Outsourcing: Due Diligence, Contracts, Risks & Oversight

Recorded
Webinar
9/21/18

HMDA Reporting: Lessons Learned, Common Mistakes & FAQs

Tuesday
Sep 25
2018

Managing the Employment Termination Process: Before, During & After

Wednesday
Sep 26
2018

Compliance Officer Training: Risk Assessments, Monitoring & Testing

Thursday
Sep 27
2018

IRA Series:
IRA Conversions, Recharacterizations & Excess Contributions

Friday
Sep 28
2018

REACT ⚫ ESCAPE ⚫ SURVIVE
Preparing Your Institution & Staff for an Active-Shooter Incident

Tuesday
Oct 2
2018

Proper Preparation of the TRID Loan Estimate & Closing Disclosure

Wednesday
Oct 3
2018

The Fair Labor Standards Act: Dos & Don'ts of Exempt & Nonexempt Pay Issues

Thursday
Oct 4
2018

Medallion & Signature Guarantee Rules & Risks

Friday
Oct 5
2018

Handling Subpoenas, Summonses, Garnishments & Levies

Wednesday
Oct 10
2018

New Accounts Series:
Opening Accounts for Nonresident Aliens

Thursday
Oct 11
2018

Mortgage Lender Training Part 2: Mortgage Life-of-Loan: Processing, Underwriting & Notices

Friday
Oct 12
2018

Commercial Real Estate Basics: Multi-Family, Commercial Rentals, Hotels

Tuesday
Oct 16
2018

Payment Systems Rules & Regulations for ACH, Cards, Wires & Checks

Wednesday
Oct 17
2018

Understanding Title Insurance Policies, Commitments & ALTA Endorsements

Thursday
Oct 18
2018

Cyber Series:
Cyber Threats: Prevention, Detection & Response

Tuesday
Oct 23
2018

Roles, Responsibilities & Liabilities of Community Bank Directors

Thursday
Oct 25
2018

Call Report Series:
Complex Call Report Lending Schedule Preparation

Monday
Oct 29
2018

Stop Payment Versus Written Statement of Unauthorized Debit (WSUD): Which Is It?

Tuesday
Oct 30
2018

Compliance Series:
Job-Specific Compliance Training for Deposit Operations

Wednesday
Oct 31
2018

Form 1099 Reporting: Third-Party Vendors, Foreclosures, Debt Forgiveness & More

Thursday
Nov 1
2018

Analyzing Common TRID Compliance Violations

Friday
Nov 2
2018

New HMDA Partial Exemption: Analysis, Implementation & Answers

Tuesday
Nov 6
2018

Lending to Churches & Other Nonprofit Organizations

Wednesday
Nov 7
2018

ACH Liabilities & Warranties for ODFIs: Reducing Your Exposure

Thursday
Nov 8
2018

Consumer Debt Series:
Proper Repossession, Notice & Sale of Non-Real Estate Collateral

Friday
Nov 9
2018

Board Secretary Basics: Agendas, Meeting Records & Board Package Assembly

Tuesday
Nov 13
2018

How to Obtain & Perfect a Security Interest in Unconventional Collateral

Wednesday
Nov 14
2018

Mortgage Lender Training Part 3: Mortgage Life-of-Loan: Decision-Making, Appraisals, Post-Closing Requirements

Thursday
Nov 15
2018

Cash Management: How Sales, Operations & Technology Can Collaborate to Generate More Fee Income

Tuesday
Nov 20
2018

IRA Series:
Top 10 IRA Rollover Mistakes

Tuesday
Nov 27
2018

Compliance Series:
Robbery Preparedness: Requirements & Proven Strategies

Wednesday
Nov 28
2018

Managing & Mitigating Card-Not-Present Fraud

Thursday
Nov 29
2018

Your Borrower Has Died: Actions to Take, Mistakes to Avoid

Friday
Nov 30
2018

New Focus on In-House Real Estate Evaluations

Tuesday
Dec 4
2018

Improving Teller Performance: Head Teller Development

Wednesday
Dec 5
2018

Cyber Series:
Compliance Questions & Issues in Deploying Mobile Remote Deposit Capture

Thursday
Dec 6
2018

Auditing for HMDA Compliance, Including New Data Collection Rules

Tuesday
Dec 11
2018

Call Report Series:
Improving Efficiency in Call Report Preparation: Documentation, Accuracy & Common Errors

Wednesday
Dec 12
2018

Your Depositor Has Died: Actions to Take, Mistakes to Avoid

Thursday
Dec 13
2018

Dealing with Joint Signers in Consumer & Real Estate Lending

Friday
Dec 14
2018

Commercial Appraisal Review: Income & Sales Approach

Monday
Dec 17
2018

Managing the Force-Placed Insurance Process

Tuesday
Dec 18
2018

Handling Government ACH Payment Returns & Reclamations

Wednesday
Dec 19
2018

Closing or Changing Deposit Accounts for Consumers & Businesses

Thursday
Dec 20
2018

BSA Officer Reports to the Board

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