Webinar Calendar

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May 2026

June 2026

Jul 2026
MondayTuesdayWednesdayThursdayFridaySat/Sun
Jun 1
Mobile Device Risks, Records & Rules: Using Policy to Manage Legal & Regulatory Compliance
2
BSA Officer Part 1: BSA Update for BSA Officers
3
Opening Minor Accounts: Ownership, CIP & Access
4
Visa Debit Card Chargebacks: Understanding Claims Resolution
5
6
7
8
New Security Officer Fundamentals, Including Minimum Security Guidelines
9
Safe Deposit Box Compliance: Disclosures, Due Diligence & Drilling
10
11
AI Series: AI in Banking Today: What You Need to Know
12
13
14
15
16
BSA Officer Part 2: BSA Reporting to the Board
17
Handling Legal Documents: POAs, Trusts, Estates & Guardianships
18
Top 20 TRID Issues & Risks
19
20
21
22
Writing Effective Credit Memos & Loan Narratives
23
ACH Specialist Series: Liability with ACH Death Notification Entries (DNEs) & Reclamations
24
Effective Audit Committees: Oversight Without Overreach
25
Decoding ATR/QM Requirements: Ensuring Your Documentation Is Squared Away
26
27
28
29
Who Is Liable? Forgeries, Remotely Deposited Items, Fraudulent ACH, Unauthorized Electronic Withdrawals & More
30
BSA Officer Part 3: BSA/AML Deep Dive for the New BSA Officer
Jul 1
2
3
4
5

June 2026 Webinars

Monday
Jun 1
Mobile Device Risks, Records & Rules: Using Policy to Manage Legal & Regulatory Compliance
Mobile Device Risks, Records & Rules: Using Policy to Manage Legal & Regulatory ComplianceMobile Device Risks, Records & Rules: Using Policy to Manage Legal & Regulatory Compliance
June 1, 2026
Presenter Nancy Flynn
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Tuesday
Jun 2
BSA Officer Part 1: BSA Update for BSA Officers
BSA Officer Part 1: BSA Update for BSA OfficersBSA Officer Part 1: BSA Update for BSA Officers
June 2, 2026
Presenter Dawn Kincaid
View Details
Wednesday
Jun 3
Opening Minor Accounts: Ownership, CIP & Access
Opening Minor Accounts: Ownership, CIP & AccessOpening Minor Accounts: Ownership, CIP & Access
June 3, 2026
Presenter Deborah L. Crawford
View Details
Thursday
Jun 4
Visa Debit Card Chargebacks: Understanding Claims Resolution
Visa Debit Card Chargebacks: Understanding Claims ResolutionVisa Debit Card Chargebacks: Understanding Claims Resolution
June 4, 2026
Presenter Diana Kern
View Details
Monday
Jun 8
New Security Officer Fundamentals, Including Minimum Security Guidelines
New Security Officer Fundamentals, Including Minimum Security GuidelinesNew Security Officer Fundamentals, Including Minimum Security Guidelines
June 8, 2026
Presenter Dawn Kincaid
View Details
Tuesday
Jun 9
Safe Deposit Box Compliance: Disclosures, Due Diligence & Drilling
Safe Deposit Box Compliance: Disclosures, Due Diligence & DrillingSafe Deposit Box Compliance: Disclosures, Due Diligence & Drilling
June 9, 2026
Presenter Dawn Kincaid
View Details
Thursday
Jun 11
AI in Banking Today: What You Need to Know
AI in Banking Today: What You Need to KnowAI in Banking Today: What You Need to Know
June 11, 2026
Presenter Lynda Hartup
View Details
Tuesday
Jun 16
BSA Officer Part 2: BSA Reporting to the Board
BSA Officer Part 2: BSA Reporting to the BoardBSA Officer Part 2: BSA Reporting to the Board
June 16, 2026
Presenter Dawn Kincaid
View Details
Wednesday
Jun 17
Handling Legal Documents: POAs, Trusts, Estates & Guardianships
Handling Legal Documents: POAs, Trusts, Estates & GuardianshipsHandling Legal Documents: POAs, Trusts, Estates & Guardianships
June 17, 2026
Presenter Deborah L. Crawford
View Details
Thursday
Jun 18
Top 20 TRID Issues & Risks
Top 20 TRID Issues & RisksTop 20 TRID Issues & Risks
June 18, 2026
Presenter Carl Pry
View Details
Monday
Jun 22
Writing Effective Credit Memos & Loan Narratives
Writing Effective Credit Memos & Loan NarrativesWriting Effective Credit Memos & Loan Narratives
June 22, 2026
Presenter Molly Stull
View Details
Tuesday
Jun 23
Liability with ACH Death Notification Entries (DNEs) & Reclamations
Liability with ACH Death Notification Entries (DNEs) & ReclamationsLiability with ACH Death Notification Entries (DNEs) & Reclamations
June 23, 2026
Presenter Michele L. Barlow
View Details
Wednesday
Jun 24
Effective Audit Committees: Oversight Without Overreach
Effective Audit Committees: Oversight Without OverreachEffective Audit Committees: Oversight Without Overreach
June 24, 2026
Presenter David A. Reed
View Details
Thursday
Jun 25
Decoding ATR/QM Requirements: Ensuring Your Documentation Is Squared Away
Decoding ATR/QM Requirements: Ensuring Your Documentation Is Squared AwayDecoding ATR/QM Requirements: Ensuring Your Documentation Is Squared Away
June 25, 2026
Presenter Carl Pry
View Details
Monday
Jun 29
Who Is Liable? Forgeries, Remotely Deposited Items, Fraudulent ACH, Unauthorized Electronic Withdrawals & More
Who Is Liable? Forgeries, Remotely Deposited Items, Fraudulent ACH, Unauthorized Electronic Withdrawals & MoreWho Is Liable? Forgeries, Remotely Deposited Items, Fraudulent ACH, Unauthorized Electronic Withdrawals & More
June 29, 2026
Presenter Shelli Clarkston
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Tuesday
Jun 30
BSA Officer Part 3: BSA/AML Deep Dive for the New BSA Officer
BSA Officer Part 3: BSA/AML Deep Dive for the New BSA OfficerBSA Officer Part 3: BSA/AML Deep Dive for the New BSA Officer
June 30, 2026
Presenter Dawn Kincaid
View Details
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