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Fighting Fraud: Recognizing Red Flags & Assisting Accountholders
Dawn KincaidCompliance, Frontline & New Accounts, IRA, Operations, Security & FraudDawn Kincaid10/03/2023Webinar

Traditional & Roth IRAs Part B: Distributions, Taxation, Withholding & Penalties
Frank LaLoggiaCompliance, Frontline & New Accounts, IRA, OperationsFrank LaLoggia10/04/2023Webinar

TRID Breakdown Part 1: Loan Estimate for Fixed-Purchase, Variable-Refinance & Construction-Perm
Dawn KincaidCompliance, LendingDawn Kincaid10/05/2023Webinar

20 Common Mistakes in Consumer Collection
Elizabeth FastCollections, Compliance, Frontline & New Accounts, LendingElizabeth Fast10/10/2023Webinar

HMDA Part 2: Demographic Collection
Susan CostonisCompliance, LendingSusan Costonis10/11/2023Webinar

Stress Testing Your Loan Portfolio
Robert L. VieringCollections, Directors, Lending, Operations, Senior ManagementRobert L. Viering10/12/2023Webinar

Junk Fees: Identifying, Eliminating & Compliance Action Plan
Deborah L. CrawfordAudit & Accounting, Compliance, Frontline & New Accounts, Operations, Senior ManagementDeborah L. Crawford10/16/2023Webinar

Annual MLO Requirements & SAFE Act Compliance
Susan CostonisCompliance, Human Resources, Lending, Senior ManagementSusan Costonis10/18/2023Webinar

When a Borrower Dies: Next Steps
Elizabeth FastCollections, Compliance, Lending, OperationsElizabeth Fast10/19/2023Webinar

Commercial Lending Basics: Risks, Scrutiny, Safeguards, Collateral & More
Dawn KincaidCollections, LendingDawn Kincaid10/24/2023Webinar

Accurately Completing the W-9, W-8BEN, 1099-INT & 1042-S
Deborah L. CrawfordAudit & Accounting, OperationsDeborah L. Crawford10/25/2023Webinar

HMDA Part 3: Commercial Loans
Susan CostonisCompliance, LendingSusan Costonis10/26/2023Webinar

Banking Legal Marijuana Businesses
David A. ReedCompliance, Directors, Frontline & New Accounts, Lending, Marketing, Operations, Security & Fraud, Senior ManagementDavid A. Reed10/30/2023Webinar

UDAAP & Debt Collection
Michael ChristiansCollections, Compliance, LendingMichael Christians11/01/2023Webinar

Robbery: Prevention, Safety & Current Threats
Carol S. DodgenAudit & Accounting, Collections, Compliance, Directors, Frontline & New Accounts, Human Resources, Information Technology, IRA, Lending, Marketing, Operations, Security & Fraud, Senior ManagementCarol S. Dodgen11/02/2023Webinar

Form 1099 Reporting: Third-Party Vendors, Foreclosures, Debt Forgiveness & More
Elizabeth FastAudit & Accounting, Collections, Lending, OperationsElizabeth Fast11/08/2023Webinar

TRID Breakdown Part 2: Closing Disclosure for Fixed-Purchase, Variable-Refinance & Construction-Perm
Dawn KincaidCompliance, LendingDawn Kincaid11/09/2023Webinar

Security Officer Reports to the Board: Timing, Contents & Requirements
Barry ThompsonCompliance, Directors, Information Technology, Security & Fraud, Senior ManagementBarry Thompson11/13/2023Webinar

Overdraft Risks & Five Best Practices
Susan CostonisCollections, Compliance, Frontline & New Accounts, Lending, Operations, Security & FraudSusan Costonis11/14/2023Webinar

Opening NRA Accounts
Deborah L. CrawfordCompliance, Frontline & New Accounts, IRA, OperationsDeborah L. Crawford11/15/2023Webinar

Notary Essentials, Virtual Notarizations & Legalities
Elizabeth FastCompliance, Frontline & New Accounts, Human Resources, Information Technology, IRA, Lending, OperationsElizabeth Fast11/16/2023Webinar

Writing Effective Credit Memos & Loan Narratives
Molly StullLendingMolly Stull11/21/2023Webinar

IRA Year-End Update: New & Important IRA Issues & Answers
Frank LaLoggiaCompliance, Frontline & New Accounts, IRA, OperationsFrank LaLoggia11/28/2023Webinar

A Year in the Life of a Compliance Officer
Dawn KincaidCompliance, Human Resources, Senior ManagementDawn Kincaid11/29/2023Webinar

BSA for Lenders
Dawn KincaidCollections, Compliance, Human Resources, LendingDawn Kincaid11/30/2023Webinar

Proper Repossession, Notice & Sale of Non-Real Estate Collateral
Elizabeth FastCollections, Compliance, LendingElizabeth Fast12/05/2023Webinar

Deposit Insurance Coverage & Calculation
Mary-Lou HeighesFrontline & New Accounts, IRA, Senior ManagementMary-Lou Heighes12/06/2023Webinar

HELOC How-To In-Depth
Molly StullCompliance, LendingMolly Stull12/06/2023Webinar

Commercial Loan Annual Credit Review Best Practices
Aaron LewisCollections, Compliance, Directors, Lending, Senior ManagementAaron Lewis12/07/2023Webinar

CECL... One Year In
Robert L. VieringAudit & Accounting, Compliance, Directors, Lending, Operations, Senior ManagementRobert L. Viering12/12/2023Webinar

Elder Fraud Issues
Deborah L. CrawfordCompliance, Frontline & New Accounts, Human Resources, Information Technology, IRA, Lending, Marketing, Operations, Security & Fraud, Senior ManagementDeborah L. Crawford12/13/2023Webinar

BSA for Officers & Directors
Mary-Lou HeighesCompliance, Directors, Human Resources, Senior ManagementMary-Lou Heighes12/14/2023Webinar

Unpacking New Beneficial Ownership Guidance In-Depth
Deborah L. CrawfordCompliance, Frontline & New Accounts, IRA, Lending, Operations, Senior ManagementDeborah L. Crawford12/18/2023Webinar

Board Secretary: Documenting Minutes, Corrections & Disagreements
Dawn KincaidDirectors, Human Resources, Senior ManagementDawn Kincaid12/19/2023Webinar

Telephone Consumer Protection Act Compliance
David A. ReedCollections, Compliance, Lending, OperationsDavid A. Reed12/20/2023Webinar

When a Depositor Dies: Next Steps
Elizabeth FastCompliance, Frontline & New Accounts, IRA, OperationsElizabeth Fast12/21/2023Webinar

Lending to Nonprofit Organizations
Aaron LewisLendingAaron LewisOn-DemandWebinar

Community Reinvestment Act: Fundamentals, Documentation & Proposed Rule Changes
Dawn KincaidAudit & Accounting, Compliance, Directors, Lending, Marketing, Operations, Senior ManagementDawn KincaidOn-DemandWebinar

Understanding CAMELS Components & Risk
David A. ReedCompliance, Directors, Senior ManagementDavid A. ReedOn-DemandWebinar

FedNow Is Here Now!
Sharon HallmarkCompliance, Frontline & New Accounts, Information Technology, OperationsSharon HallmarkOn-DemandWebinar

Top ACH Audit Findings & Tips to Avoid Them
Shelly SippleAudit & Accounting, Compliance, Operations, Senior ManagementShelly SippleOn-DemandWebinar

BSA for Operations Personnel
Dawn KincaidCompliance, Human Resources, Operations, Senior ManagementDawn KincaidOn-DemandWebinar

Business Accounts: Setup, Management & Authority
Mary-Lou HeighesCompliance, Frontline & New AccountsMary-Lou HeighesOn-DemandWebinar

Traditional & Roth IRAs Part A: Eligibility, Contributions, Rollovers & Transfers
Frank LaLoggiaCompliance, Frontline & New Accounts, IRA, OperationsFrank LaLoggiaOn-DemandWebinar

New Third-Party Vendor Risk Management Guidance
Dawn KincaidAudit & Accounting, Compliance, Operations, Security & Fraud, Senior ManagementDawn KincaidOn-DemandWebinar

New Policy Statement on CRE Accommodations & Workouts
David A. ReedCollections, Compliance, Lending, Senior ManagementDavid A. ReedOn-DemandWebinar

Your Consumer Borrower Filed Bankruptcy, Now What? Chapters 7 & 13
Elizabeth FastCollections, Compliance, Lending, OperationsElizabeth FastOn-DemandWebinar

Countdown to New Beneficial Ownership Rules: Effective January 1, 2024
Deborah L. CrawfordCompliance, Frontline & New Accounts, IRA, Lending, Operations, Senior ManagementDeborah L. CrawfordOn-DemandWebinar

HMDA Part 1: Application Basics
Susan CostonisCompliance, LendingSusan CostonisOn-DemandWebinar

ACH Return Reason Codes: Commonly Used & Misused Codes
Kimberly EllisFrontline & New Accounts, Information Technology, OperationsKimberly EllisOn-DemandWebinar
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