Upcoming Webinars


Relevant, Economical, Convenient
 
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

2018 Marketing Series

Friday
Sep 2
2016

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

Tuesday
Dec 19
2017

Preparation Plan for CDD Changes to Beneficial Ownership Rules: Effective May 11, 2018

Wednesday
Dec 20
2017

New Security Officer Training: Responsibilities, Best Practices & Skill-Building Tools

Wednesday
Jan 3
2018

Top Issues for 2017 HMDA Reporting: Due March 1, 2018

Thursday
Jan 4
2018

Dealing with ACH Tax Refunds: Exceptions, Posting & Liabilities

Tuesday
Jan 9
2018

Board Secretary Training: Documenting Minutes, Corrections & Disagreements

Wednesday
Jan 10
2018

SBA Lending Update 2018: Trends, Regulations & Pending Changes

Thursday
Jan 11
2018

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

Wednesday
Jan 17
2018

IRA Series:
2018 IRA & HSA Update & Hot Topics

Thursday
Jan 18
2018

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

Tuesday
Jan 23
2018

FFIEC Reporting for CRA Compliance, Including Recent CFPB Updates to HMDA

Wednesday
Jan 24
2018

Same Day ACH Final Phase, Effective March 15, 2018: Funds Availability Requirements

Thursday
Jan 25
2018

Call Report Revisions & Update 2018, Including FFIEC Community Bank Call Report Burden-Reduction Initiative

Tuesday
Jan 30
2018

Exercising the Right of Setoff on Deposit Accounts & Loans

Wednesday
Jan 31
2018

Compliance Series:
Job-Specific Compliance Training for the Frontline

Thursday
Feb 1
2018

Understanding Personal Tax Returns Part 1: Schedules A, B, C & D

Tuesday
Feb 6
2018

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

Wednesday
Feb 7
2018

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

Thursday
Feb 8
2018

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

Tuesday
Feb 13
2018

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

Wednesday
Feb 14
2018

Prepaid Cards: Your Bank’s Responsibilities Under the New Rules Effective April 1, 2018

Thursday
Feb 15
2018

Preparing for the New Mortgage Servicing Rules: Final Implementation Date, April 19, 2018

Wednesday
Feb 21
2018

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

Thursday
Feb 22
2018

Security Officer Reports to the Board: What is Required?

Tuesday
Feb 27
2018

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

Wednesday
Feb 28
2018

Understanding Personal Tax Returns Part 2: Schedules E & F

Thursday
Mar 1
2018

CECL Rule Overview: Preparation, Planning & Data Collection

Tuesday
Mar 6
2018

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

Wednesday
Mar 7
2018

ACH Rules Update 2018

Thursday
Mar 8
2018

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

Tuesday
Mar 13
2018

Flood Insurance Compliance Review & Update 2018

Wednesday
Mar 14
2018

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

Thursday
Mar 15
2018

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

Tuesday
Mar 20
2018

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

Wednesday
Mar 21
2018

Call Report Series:
Introduction to Call Report Preparation

Thursday
Mar 22
2018

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

Tuesday
Mar 27
2018

New Accounts Series:
Opening Deposit Accounts for Nonprofit Organizations

Wednesday
Mar 28
2018

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

Thursday
Mar 29
2018

Negotiate to Win™: Essential Negotiation Skills for Community Bankers

Tuesday
Apr 3
2018

Impact of Regulation CC Rule Changes on RDC & ACH

Wednesday
Apr 4
2018

Dealing with Dormant Accounts, Unclaimed Property & Escheatment

Thursday
Apr 5
2018

Cyber Series:
FFIEC Cybersecurity Assessment Tool: Issues & Answers

Tuesday
Apr 10
2018

BSA Special Risks:
Policy, Law Enforcement & Regulator Issues

Wednesday
Apr 11
2018

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

Thursday
Apr 12
2018

Developing a Strong Risk Assessment for Enterprise Risk Management

Tuesday
Apr 17
2018

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

Wednesday
Apr 18
2018

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

Thursday
Apr 19
2018

How to Complete & File UCC-1 Financing Statements

Tuesday
Apr 24
2018

Denied Loan Requirements: Consumer, Commercial & Real Estate

Wednesday
Apr 25
2018

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

Thursday
Apr 26
2018

The Top 12 Credit Risks in Agricultural Lending

Tuesday
May 1
2018

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

Wednesday
May 2
2018

Understanding the UCA Cash Flow: Practical Applications in Underwriting

Thursday
May 3
2018

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

Tuesday
May 8
2018

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

Wednesday
May 9
2018

Analyzing TRID Tolerance Cures: Clarifying the Confusion

Thursday
May 10
2018

Finance Charges: Getting It Right!

Tuesday
May 15
2018

Top Escrow Compliance Exam Issues, FAQs & Field Audits

Wednesday
May 16
2018

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

Thursday
May 17
2018

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

Tuesday
May 22
2018

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

Wednesday
May 23
2018

Consumer Loan Documentation

Thursday
May 24
2018

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

Wednesday
May 30
2018

Compliance Series:
Job-Specific Compliance Training for Lenders

Thursday
May 31
2018

Increasing Fee Income Without Raising Fees

Tuesday
Jun 5
2018

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

Wednesday
Jun 6
2018

Director Series:
Regulator Expectations in Capital Planning

Thursday
Jun 7
2018

Red Flags in Residential Appraisal Compliance

Tuesday
Jun 12
2018

Cyber Series:
Beginning IT Officer Training

Wednesday
Jun 13
2018

Protecting the SBA Guaranty Start to Finish

Thursday
Jun 14
2018

Overdraft Disclosure Requirements: Regulations, UDAAP & Legal Risks

Tuesday
Jun 19
2018

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

Wednesday
Jun 20
2018

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

Thursday
Jun 21
2018

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

Tuesday
Jun 26
2018

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

Wednesday
Jun 27
2018

Understanding Employee Leave Policies

Thursday
Jun 28
2018

Notary Essentials, Legalities & Best Practices

Tuesday
Jul 10
2018

Auditing Your Loan Portfolio: Consumer, Commercial & Real Estate

Wednesday
Jul 11
2018

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

Thursday
Jul 12
2018

Maintaining Required FDIC Records: Compliance, Issues & Retention

Tuesday
Jul 17
2018

Loan Review: Consumer, Commercial & Real Estate

Wednesday
Jul 18
2018

Marketing Series:
Developing, Maintaining & Sustaining Brand Loyalty

Thursday
Jul 19
2018

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

Tuesday
Jul 24
2018

Wire Transfer Security: Regulatory Guidance, Risk Management & Monitoring

Wednesday
Jul 25
2018

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

Thursday
Jul 26
2018

Director Series:
Assessing Credit Risk for Directors

Tuesday
Jul 31
2018

ACH Rules & Responsibilities for RDFIs

Thursday
Aug 2
2018

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

Tuesday
Aug 7
2018

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

Wednesday
Aug 8
2018

CECL: Making Strategic Decisions Regarding Methodologies, Processes & Governance

Thursday
Aug 9
2018

Commercial Loan Application Danger Zones

Tuesday
Aug 14
2018

Fair Lending Comparative File Review

Wednesday
Aug 15
2018

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

Thursday
Aug 16
2018

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

Tuesday
Aug 21
2018

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

Wednesday
Aug 22
2018

Conducting the Annual Physical Security Review

Thursday
Aug 23
2018

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

Tuesday
Aug 28
2018

Compliance Series:
Regulatory Requirements for the Board & Senior Management

Thursday
Aug 30
2018

Managing Provisional Credit Under Reg E

Wednesday
Sep 5
2018

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

Thursday
Sep 6
2018

Imaged Documents & Checks: Regulations & Legal Concerns

Tuesday
Sep 11
2018

Consumer Debt Series:
Maximizing Recoveries on Charged-Off Loans

Wednesday
Sep 12
2018

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

Thursday
Sep 13
2018

New BSA Officer Training: Requirements & Real-Life Scenarios

Tuesday
Sep 18
2018

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

Wednesday
Sep 19
2018

Marketing Series:
Measuring the ROI of Your Digital Marketing Strategy

Thursday
Sep 20
2018

Vendor Outsourcing: Due Diligence, Contracts, Risks & Oversight

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

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

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

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

Role, Responsibilities & Liabilities for the Community Bank Director

Thursday
Oct 25
2018

Call Report Series:
Complex Call Report Lending Schedule Preparation

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

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

Wednesday
Nov 14
2018

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

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

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

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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