Webinar Calendar

March 2026

2

Understanding FinCEN Rules, Advisories & Notices

3

IRA Series: Beneficiary Payouts & Processes

4

Escheatment Essentials: Managing Dormant Accounts & Unclaimed Property

5

Managing ATM Operations & Risk

6

7

8

9

Exercising the Right of Setoff Against Deposit Accounts

10

AI Series: Auditing AI & Automation: Are Controls Keeping Up with Technology?

11

Title Insurance in Lending: Risk, Recovery & Real Estate Protections

12

ACH Specialist Series: 2026 ACH Rules Update & Initiatives

13

14

15

16

Decrypting Personal Tax Returns Part 2: Form 1040, Schedules D, E & F

17

Consumer Real Estate Appraisal Reviews: Do You Know What to Look For?

18

Teller Excellence Series: Check Components, Legal Issues & Endorsements

19

20

21

22

23

Where Does Flood Insurance Go Wrong?

24

New Compliance Officer Boot Camp

25

Preparing Practically Perfect Proof of Claims, Including Recent Bankruptcy Rule Changes

26

Lending Compliance for New Loan Officers

27

28

29

30

Building a Stablecoin Payments Strategy for Financial Institutions

31

Financial Education as a Growth Strategy

Apr 1

2

3

4

5

March 2026 Webinars

Monday

Mar 2

Understanding FinCEN Rules, Advisories & Notices

Understanding FinCEN Rules, Advisories & NoticesUnderstanding FinCEN Rules, Advisories & Notices

March 2, 2026

Presenter Dawn Kincaid

Tuesday

Mar 3

Beneficiary Payouts & Processes

Beneficiary Payouts & ProcessesBeneficiary Payouts & Processes

March 3, 2026

Presenter Loni Porta

Wednesday

Mar 4

Escheatment Essentials: Managing Dormant Accounts & Unclaimed Property

Escheatment Essentials: Managing Dormant Accounts & Unclaimed PropertyEscheatment Essentials: Managing Dormant Accounts & Unclaimed Property

March 4, 2026

Presenter Shelli Clarkston

Thursday

Mar 5

Managing ATM Operations & Risk

Managing ATM Operations & RiskManaging ATM Operations & Risk

March 5, 2026

Presenter Trevor Witchey

Monday

Mar 9

Exercising the Right of Setoff Against Deposit Accounts

Exercising the Right of Setoff Against Deposit AccountsExercising the Right of Setoff Against Deposit Accounts

March 9, 2026

Presenter Shelli Clarkston

Tuesday

Mar 10

Auditing AI & Automation: Are Controls Keeping Up with Technology?

Auditing AI & Automation: Are Controls Keeping Up with Technology?Auditing AI & Automation: Are Controls Keeping Up with Technology?

March 10, 2026

Presenter John Moeller

Wednesday

Mar 11

Title Insurance in Lending: Risk, Recovery & Real Estate Protections

Title Insurance in Lending: Risk, Recovery & Real Estate ProtectionsTitle Insurance in Lending: Risk, Recovery & Real Estate Protections

March 11, 2026

Presenter Shelli Clarkston

Thursday

Mar 12

2026 ACH Rules Update & Initiatives

2026 ACH Rules Update & Initiatives2026 ACH Rules Update & Initiatives

March 12, 2026

Presenter Shelly Sipple

Monday

Mar 16

Decrypting Personal Tax Returns Part 2: Form 1040, Schedules D, E & F

Decrypting Personal Tax Returns Part 2: Form 1040, Schedules D, E & FDecrypting Personal Tax Returns Part 2: Form 1040, Schedules D, E & F

March 16, 2026

Presenter Timothy P. Harrington

Tuesday

Mar 17

Consumer Real Estate Appraisal Reviews: Do You Know What to Look For?

Consumer Real Estate Appraisal Reviews: Do You Know What to Look For?Consumer Real Estate Appraisal Reviews: Do You Know What to Look For?

March 17, 2026

Presenter Dawn Kincaid

Wednesday

Mar 18

Check Components, Legal Issues & Endorsements

Check Components, Legal Issues & EndorsementsCheck Components, Legal Issues & Endorsements

March 18, 2026

Presenter Deborah L. Crawford

Monday

Mar 23

Where Does Flood Insurance Go Wrong?

Where Does Flood Insurance Go Wrong?Where Does Flood Insurance Go Wrong?

March 23, 2026

Presenter Carl Pry

Tuesday

Mar 24

New Compliance Officer Boot Camp

New Compliance Officer Boot CampNew Compliance Officer Boot Camp

March 24, 2026

Presenter Molly Stull

Wednesday

Mar 25

Preparing Practically Perfect Proof of Claims, Including Recent Bankruptcy Rule Changes

Preparing Practically Perfect Proof of Claims, Including Recent Bankruptcy Rule ChangesPreparing Practically Perfect Proof of Claims, Including Recent Bankruptcy Rule Changes

March 25, 2026

Presenter David A. Reed

Thursday

Mar 26

Lending Compliance for New Loan Officers

Lending Compliance for New Loan OfficersLending Compliance for New Loan Officers

March 26, 2026

Presenter Dawn Kincaid

Monday

Mar 30

Building a Stablecoin Payments Strategy for Financial Institutions

Building a Stablecoin Payments Strategy for Financial InstitutionsBuilding a Stablecoin Payments Strategy for Financial Institutions

March 30, 2026

Presenter Kevin Olsen

Tuesday

Mar 31

Financial Education as a Growth Strategy

Financial Education as a Growth StrategyFinancial Education as a Growth Strategy

March 31, 2026

Presenter Diane Reed

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