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Sep 2024

October 2024

Nov 2024
MondayTuesdayWednesdayThursdayFridaySat/Sun
30
Oct 1
Empowering Financial Marketers: Harness the Power of AI in Your Marketing StrategyThree Key Risk Assessments in Your ERM Program: ERM, IT & Internal Controls
2
Annual MLO Training & SAFE Act Compliance
3
Loan Documentation for All Legal Entities
4
5
6
7
Deposit Operations Year-End Wrap-Up & Update
8
Auditing Call Reports: Compliance, Regulator Expectations & Best Practices
9
When a Depositor Dies: Actions to Take, Mistakes to Avoid
10
Executive Total Compensation: Strategies to Motivate & Incent the Right Behaviors
11
12
13
14
15
Traditional & Roth IRAs Part B: Distributions, Taxation, Withholding & Penalties
16
Auditing Consumer Real Estate Files
17
Chapter 7 & 13 Consumer Bankruptcies: Special Rules, Cramdowns & Risks
18
19
20
21
BSA Officer & Staff Year-End Wrap-Up
22
Taking the Mystery Out of Loan Stress Testing
23
Harnessing ITMs & VTMs: Risks, Implementation Considerations & Compliance
24
Robbery: Plan, Prevent, Prevail
25
26
27
28
29
The Board Secretary's Role: Organizing, Planning, Tracking & Maintaining Accurate Minutes
30
Electronic Payment Fraud: When Is Your Institution Liable?
31
ACH Disputes Part 1: Reg E vs. ACH Rules Before 60 Days
Nov 1
2
3

October 2024 Webinars

Tuesday
Oct 1
Empowering Financial Marketers: Harness the Power of AI in Your Marketing Strategy
Empowering Financial Marketers: Harness the Power of AI in Your Marketing StrategyEmpowering Financial Marketers: Harness the Power of AI in Your Marketing Strategy
October 1, 2024
Presenter Eric C. Cook
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Tuesday
Oct 1
Three Key Risk Assessments in Your ERM Program: ERM, IT & Internal Controls
Three Key Risk Assessments in Your ERM Program: ERM, IT & Internal ControlsThree Key Risk Assessments in Your ERM Program: ERM, IT & Internal Controls
October 1, 2024
Presenter Marcia Malzahn
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Wednesday
Oct 2
Five Steps to Annual MLO & SAFE Act Compliance
Annual MLO Training & SAFE Act Compliance Annual MLO Training & SAFE Act Compliance
October 2, 2024
Presenter Susan Costonis
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Thursday
Oct 3
Loan Documentation for All Legal Entities
Loan Documentation for All Legal EntitiesLoan Documentation for All Legal Entities
October 3, 2024
Presenter Shelli Clarkston
View Details
Monday
Oct 7
Deposit Operations Year-End Wrap-Up & Update
Deposit Operations Year-End Wrap-Up & UpdateDeposit Operations Year-End Wrap-Up & Update
October 7, 2024
Presenter Deborah L. Crawford
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Tuesday
Oct 8
Auditing Call Reports: Compliance, Regulator Expectations & Best Practices
Auditing Call Reports: Compliance, Regulator Expectations & Best PracticesAuditing Call Reports: Compliance, Regulator Expectations & Best Practices
October 8, 2024
Presenter Michael Gordon
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Wednesday
Oct 9
When a Depositor Dies: Actions to Take, Mistakes to Avoid
When a Depositor Dies: Actions to Take, Mistakes to AvoidWhen a Depositor Dies: Actions to Take, Mistakes to Avoid
October 9, 2024
Presenter Deborah L. Crawford
View Details
Thursday
Oct 10
Executive Total Compensation: Strategies to Motivate & Incent the Right Behaviors
Executive Total Compensation: Strategies to Motivate & Incent the Right BehaviorsExecutive Total Compensation: Strategies to Motivate & Incent the Right Behaviors
October 10, 2024
Presenters Michael Blanchard, Jeff Fairchild
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Tuesday
Oct 15
Traditional & Roth IRAs Part B: Distributions, Taxation, Withholding & Penalties
Traditional & Roth IRAs Part B: Distributions, Taxation, Withholding & PenaltiesTraditional & Roth IRAs Part B: Distributions, Taxation, Withholding & Penalties
October 15, 2024
Presenter Frank LaLoggia
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Wednesday
Oct 16
Auditing Consumer Real Estate Files
Auditing Consumer Real Estate FilesAuditing Consumer Real Estate Files
October 16, 2024
Presenter Dawn Kincaid
View Details
Thursday
Oct 17
Chapter 7 & 13 Consumer Bankruptcies: Special Rules, Cramdowns & Risks
Chapter 7 & 13 Consumer Bankruptcies: Special Rules, Cramdowns & RisksChapter 7 & 13 Consumer Bankruptcies: Special Rules, Cramdowns & Risks
October 17, 2024
Presenter Elizabeth Fast
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Monday
Oct 21
BSA Officer & Staff Year-End Wrap-Up
BSA Officer & Staff Year-End Wrap-UpBSA Officer & Staff Year-End Wrap-Up
October 21, 2024
Presenter Deborah L. Crawford
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Tuesday
Oct 22
Taking the Mystery Out of Loan Stress Testing
Taking the Mystery Out of Loan Stress TestingTaking the Mystery Out of Loan Stress Testing
October 22, 2024
Presenter Robert L. Viering
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Wednesday
Oct 23
Harnessing ITMs & VTMs: Risks, Implementation Considerations & Compliance
Harnessing ITMs & VTMs: Risks, Implementation Considerations & ComplianceHarnessing ITMs & VTMs: Risks, Implementation Considerations & Compliance
October 23, 2024
Presenter Dawn Kincaid
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Thursday
Oct 24
Robbery: Plan, Prevent, Prevail
Robbery: Plan, Prevent, PrevailRobbery: Plan, Prevent, Prevail
October 24, 2024
Presenter Carol S. Dodgen
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Tuesday
Oct 29
The Board Secretary's Role: Organizing, Planning, Tracking & Maintaining Accurate Minutes
The Board Secretary's Role: Organizing, Planning, Tracking & Maintaining Accurate MinutesThe Board Secretary's Role: Organizing, Planning, Tracking & Maintaining Accurate Minutes
October 29, 2024
Presenter Dawn Kincaid
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Wednesday
Oct 30
Electronic Payment Fraud: When Is Your Institution Liable?
Electronic Payment Fraud: When Is Your Institution Liable?Electronic Payment Fraud: When Is Your Institution Liable?
October 30, 2024
Presenter Shelli Clarkston
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Thursday
Oct 31
ACH Disputes Part 1: Reg E vs. ACH Rules Before 60 Days
ACH Disputes Part 1: Reg E vs. ACH Rules Before 60 DaysACH Disputes Part 1: Reg E vs. ACH Rules Before 60 Days
October 31, 2024
Presenter Emily Nelson
View Details
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