Upcoming Webinars

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TitlePresenter(s)AvailableType

Navigating Collection Risks & Recent Regulatory Challenges

David A. Reed
Collections, Compliance, LendingDavid A. Reed05/22/2025May 22, 2025Webinar

Military Lending Act & Servicemembers Civil Relief Act

Shelli Clarkston
Collections, Compliance, LendingShelli Clarkston05/27/2025May 27, 2025Webinar

Internal Fraud: A Look at the Thieves from Within

Barry Thompson
Audit & Accounting, Directors, Human Resources, Security & Fraud, Senior ManagementBarry Thompson05/28/2025May 28, 2025Webinar

Building the Best Board Meeting: From Agenda to Action Steps

David A. Reed
Directors, Senior ManagementDavid A. Reed05/29/2025May 29, 2025Webinar

Prepare for ISO 20022 Standard Adoption: Deadline July 14, 2025

Sharon Hallmark, Trevor Witchey
Audit & Accounting, Compliance, Information Technology, OperationsSharon Hallmark, Trevor Witchey05/29/2025May 29, 2025Webinar

Advanced C&I Lending: Optimize & Expand Your Portfolio

Robert L. Viering
Lending, Senior ManagementRobert L. Viering06/02/2025Jun 2, 2025Webinar

ACH Fundamentals & Best Practices

Kari Kronberg
Compliance, Frontline & New Accounts, Human Resources, Information Technology, OperationsKari Kronberg06/03/2025Jun 3, 2025Webinar

Proven Steps to Successful Business Development in Any Economic Environment

Tim Tivis
Frontline & New Accounts, Human Resources, Lending, MarketingTim Tivis06/04/2025Jun 4, 2025Webinar

Mastercard Debit Card Chargebacks: Rules, Rights & Challenges

Diana Kern
Compliance, Frontline & New Accounts, Information Technology, OperationsDiana Kern06/05/2025Jun 5, 2025Webinar

Defaults on Consumer Mortgage Loans: Next Steps, Mitigation, Foreclosure Alternatives & More

David A. Reed
Collections, Compliance, LendingDavid A. Reed06/06/2025Jun 6, 2025Webinar

Identifying ACH Third-Party Senders

Jessica Lelii
Compliance, Frontline & New Accounts, Information Technology, OperationsJessica Lelii06/09/2025Jun 9, 2025Webinar

Writing Concise, Complete & Effective Loan Presentations

Robert L. Viering
Human Resources, LendingRobert L. Viering06/10/2025Jun 10, 2025Webinar

Medallion & Signature Guarantee Risks, Rules & Best Practices

Shelli Clarkston
Compliance, Frontline & New Accounts, Human Resources, Lending, OperationsShelli Clarkston06/11/2025Jun 11, 2025Webinar

Safe Deposit Box Disclosures, Due Diligence & Drilling

Dawn Kincaid
Compliance, Frontline & New AccountsDawn Kincaid06/12/2025Jun 12, 2025Webinar

Creating a Unique Strategic Plan for Your Financial Institution

Marcia Malzahn
Audit & Accounting, Compliance, Directors, Human Resources, Marketing, Operations, Senior ManagementMarcia Malzahn06/16/2025Jun 16, 2025Webinar

Volatile Lending: Navigating Tariffs, Immigration Shifts & Inflation

Robert L. Viering
Collections, Lending, Senior ManagementRobert L. Viering06/17/2025Jun 17, 2025Webinar

TRID: Changed Circumstances & Revised Loan Estimates

Molly Stull
Compliance, LendingMolly Stull06/18/2025Jun 18, 2025Webinar

Unpacking Credit Reports for Mortgage & Consumer Lenders

David A. Reed
Collections, Lending, OperationsDavid A. Reed06/23/2025Jun 23, 2025Webinar

ACH Boomerang: Exceptions from the ODFI Perspective

Shelly Sipple
Compliance, Frontline & New Accounts, Information Technology, OperationsShelly Sipple06/24/2025Jun 24, 2025Webinar

ACH WSUDs vs. Stop Payments: Clarifying the Confusion

Kari Kronberg
Compliance, Frontline & New Accounts, Information Technology, OperationsKari Kronberg06/25/2025Jun 25, 2025Webinar

Frontline Series: Identifying Fraud on the Frontline

Dawn Kincaid
Compliance, Frontline & New Accounts, Human Resources, Security & FraudDawn Kincaid06/26/2025Jun 26, 2025Webinar

Cybersecurity Incident Response & Mitigation Strategies

Shelli Clarkston, Shawn Tuma
Human Resources, Information Technology, Operations, Security & Fraud, Senior ManagementShelli Clarkston, Shawn Tuma06/30/2025Jun 30, 2025Webinar

Are You Liable? Forgeries, Remotely Created/Deposited Items, Fraudulent ACH, Unauthorized Electronic Withdrawals & More

Shelli Clarkston
Audit & Accounting, Compliance, Frontline & New Accounts, Information Technology, Operations, Security & Fraud, Senior ManagementShelli Clarkston07/01/2025Jul 1, 2025Webinar

Fair Lending Audits & Risk Assessments

Molly Stull
ComplianceMolly Stull07/02/2025Jul 2, 2025Webinar

Handling Court-Ordered Accounts: Estates, Guardianships, Conservatorships & Bankruptcies

Deborah L. Crawford
Compliance, Frontline & New AccountsDeborah L. Crawford07/07/2025Jul 7, 2025Webinar

Managing the Repossession Process, Including Notice & Sale

David A. Reed
Collections, Compliance, Lending, OperationsDavid A. Reed07/08/2025Jul 8, 2025Webinar

A to Z on Endorsements

Deborah L. Crawford
Compliance, Frontline & New Accounts, Human Resources, OperationsDeborah L. Crawford07/09/2025Jul 9, 2025Webinar

AI/ChatGPT, Email, Social, E-Collaboration, Web & Mobile Policies

Nancy Flynn
Compliance, Frontline & New Accounts, Human Resources, Information Technology, Lending, Marketing, Operations, Security & Fraud, Senior ManagementNancy Flynn07/10/2025Jul 10, 2025Webinar

Advanced CTR Completion: Beyond Basic Transactions

Dawn Kincaid
Compliance, Frontline & New Accounts, Operations, Security & FraudDawn Kincaid07/14/2025Jul 14, 2025Webinar

Call Report Series: Loan Reporting Part 1: Loan Coding Basics

Harrison Powers
Audit & Accounting, Directors, Lending, Senior ManagementHarrison Powers07/15/2025Jul 15, 2025Webinar

Dormant Accounts & the Unclaimed Funds Process: Best Practices for Overcoming Challenges

Dawn Kincaid
Collections, Compliance, Frontline & New Accounts, OperationsDawn Kincaid07/16/2025Jul 16, 2025Webinar

Visa Debit Card Chargebacks: Rules, Rights & Challenges

Diana Kern
Compliance, Frontline & New Accounts, Information Technology, OperationsDiana Kern07/17/2025Jul 17, 2025Webinar

How Artificial Intelligence Changes Customer Service

Jonathan Conradt
Frontline & New Accounts, Human Resources, Information Technology, Marketing, Senior ManagementJonathan Conradt07/18/2025Jul 18, 2025Webinar

Competing for Frontline Talent in Today's Marketplace

Diane Reed
Human ResourcesDiane Reed07/21/2025Jul 21, 2025Webinar

Using Data to Enhance Accountholder Relationships

Tim Dively
Frontline & New Accounts, Human Resources, Information Technology, IRA, Marketing, Operations, Senior ManagementTim Dively07/22/2025Jul 22, 2025Webinar

BSA & Beneficial Ownership Update for Your Business Customers

Deborah L. Crawford
Audit & Accounting, Compliance, Directors, Frontline & New Accounts, Human Resources, Lending, Marketing, Operations, Senior ManagementDeborah L. Crawford07/23/2025Jul 23, 2025Webinar

Troubled Loan Modifications: Evaluation, Tracking & Reporting

Stephen J.M. Schiltz
Audit & Accounting, Compliance, Lending, Operations, Senior ManagementStephen J.M. Schiltz07/24/2025Jul 24, 2025Webinar

Inherited IRAs: Rules Update & Thorough Policy Review

Ben Norquist
IRABen Norquist07/28/2025Jul 28, 2025Webinar

Powers of Attorney: Reviewing, Accepting, Scams & Red Flags

Shelli Clarkston
Collections, Compliance, Frontline & New Accounts, Human Resources, Information Technology, IRA, Lending, Operations, Security & Fraud, Senior ManagementShelli Clarkston07/29/2025Jul 29, 2025Webinar

Deposit Reg Series

Compliance, Frontline & New Accounts, Human Resources, IRA, Operations07/30/2025Starting
Jul 30, 2025Series

Deposit Reg Series: Regulation DD - Truth in Savings Act

Deborah L. Crawford
Compliance, Frontline & New Accounts, Human Resources, IRADeborah L. Crawford07/30/2025Jul 30, 2025Webinar

Check Warranties & Indemnities: Understanding UCC 3 & 4

Michele L. Barlow
Compliance, Frontline & New Accounts, OperationsMichele L. Barlow07/31/2025Jul 31, 2025Webinar

Performance Reviews: Practicalities, Best Practices & Landmines

Diane Reed
Compliance, Frontline & New Accounts, Human Resources, Information Technology, Lending, Operations, Senior ManagementDiane Reed08/01/2025Aug 1, 2025Webinar

Debit Card Fraud: Tips, Tools & Tested Procedures

Molly Stull
OperationsMolly Stull08/04/2025Aug 4, 2025Webinar

Determining When to File a SAR

David A. Reed
Compliance, Frontline & New Accounts, Operations, Security & FraudDavid A. Reed08/05/2025Aug 5, 2025Webinar

BSA Training for Board & Senior Management

Mary-Lou Heighes
Compliance, Directors, Human Resources, Security & Fraud, Senior ManagementMary-Lou Heighes08/06/2025Aug 6, 2025Webinar

Effectively Managing Wire Transfer Fraud

Dawn Kincaid
Collections, Compliance, Frontline & New Accounts, Information Technology, Operations, Security & FraudDawn Kincaid08/07/2025Aug 7, 2025Webinar

Frontline Impact on Sales Culture

Lisa Miller
Frontline & New Accounts, Human Resources, Marketing, Senior ManagementLisa Miller08/11/2025Aug 11, 2025Webinar

Credit Analysis & Lending Series

Compliance, Human Resources, Lending08/12/2025Starting
Aug 12, 2025Series

Credit Analysis & Lending Series: Cash Flow Analysis: Debt Service Coverage, Global Cash Flow & More

Robert L. Viering
Human Resources, LendingRobert L. Viering08/12/2025Aug 12, 2025Webinar

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