Upcoming Webinars
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TitlePresenter(s)AvailableType
The Board Secretary's Role: Organizing, Planning, Tracking & Maintaining Accurate Minutes
Dawn KincaidCompliance, Directors, Human Resources, Senior ManagementDawn Kincaid10/29/2024Webinar
Lending Exam Targets Locked: Preparing Your TRID, Fair Lending & CRA Programs for Increased Scrutiny
Dawn KincaidCompliance, Directors, Lending, Senior ManagementDawn Kincaid11/06/2024Webinar
Beneficial Ownership Outreach Toolkit: Action Steps
Deborah L. CrawfordCompliance, Directors, Frontline & New Accounts, Lending, Marketing, Operations, Senior ManagementDeborah L. Crawford11/15/2024Webinar
Internal Compliance Monitoring & Risk Assessment
Emily DentAudit & Accounting, Compliance, Directors, Senior ManagementEmily Dent12/05/2024Webinar
ECOA & Fair Lending: Examiner Hot Buttons
David A. ReedCollections, Compliance, Directors, Frontline & New Accounts, Lending, Senior ManagementDavid A. Reed12/18/2024Webinar
BSA Officer Part 1: BSA Update for BSA Officers
Dawn KincaidCompliance, Directors, Human Resources, Operations, Security & Fraud, Senior ManagementDawn Kincaid01/07/2025Webinar
Call Report Series
Audit & Accounting, Directors, Human Resources, Senior Management01/14/2025Series
Call Report Series: 2025 Call Report Update & Avoiding Costly Mistakes
Michael GordonAudit & Accounting, Directors, Senior ManagementMichael Gordon01/14/2025Webinar
2025 Compliance Outlook: Regulator Expectations
David A. ReedCompliance, Directors, Operations, Senior ManagementDavid A. Reed01/16/2025Webinar
Marijuana Update: Implications of Schedule III Change, On-Boarding, Payments & Monitoring
Deborah L. CrawfordCompliance, Directors, Frontline & New Accounts, Human Resources, Lending, Marketing, Operations, Security & Fraud, Senior ManagementDeborah L. Crawford01/22/2025Webinar
1071 Rule FAQs: Are You IN or OUT in 2025?
Susan CostonisCompliance, Directors, Lending, Senior ManagementSusan Costonis01/30/2025Webinar
New Interagency Guidance on Reconsiderations of Value
Molly StullCollections, Compliance, Directors, Lending, Senior ManagementMolly Stull02/12/2025Webinar
Treasury Management: A Powerful Tool to Increase Deposits & Fee Income
Marcia MalzahnDirectors, Frontline & New Accounts, Information Technology, Marketing, Operations, Senior ManagementMarcia Malzahn02/24/2025Webinar
BSA Officer Part 2: BSA Reporting to the Board
Dawn KincaidCompliance, Directors, Human Resources, Operations, Security & Fraud, Senior ManagementDawn Kincaid03/13/2025Webinar
Comprehensive Employee Onboarding Using Innovative Techniques
Diane ReedDirectors, Frontline & New Accounts, Human Resources, Senior ManagementDiane Reed03/19/2025Webinar
Liquidity & ALM Audit Issues
David HenekeAudit & Accounting, Directors, Operations, Senior ManagementDavid Heneke04/02/2025Webinar
Succession Planning for Leadership Continuity
Tamra GainesDirectors, Human Resources, Senior ManagementTamra Gaines04/03/2025Webinar
Call Report Series: Call Report Fundamentals for New Preparers & Reviewers
Michael GordonAudit & Accounting, Directors, Human Resources, Senior ManagementMichael Gordon04/21/2025Webinar
Security Officer Reports to the Board: Timing, Contents & Requirements
Barry ThompsonCompliance, Directors, Security & Fraud, Senior ManagementBarry Thompson04/22/2025Webinar
Business Writing Boot Camp, Including Critique of Your Own Writing Sample
Nancy FlynnAudit & Accounting, Collections, Compliance, Directors, Frontline & New Accounts, Human Resources, Information Technology, IRA, Lending, Marketing, Operations, Security & Fraud, Senior ManagementNancy Flynn04/30/2025Webinar
CECL: What Auditors & Regulators Will Expect
Stephen J.M. SchiltzAudit & Accounting, Compliance, Directors, Lending, Operations, Senior ManagementStephen J.M. Schiltz05/06/2025Webinar
Strategic Marketing: Connecting with Diverse Generations
Alexandra “Ali” MandellDirectors, Frontline & New Accounts, Human Resources, Information Technology, Lending, Marketing, Senior ManagementAlexandra “Ali” Mandell05/08/2025Webinar
Risk Management & Artificial Intelligence: Innovations, Challenges & Future Trends
Angela MurphyAudit & Accounting, Compliance, Directors, Human Resources, Information Technology, Marketing, Operations, Security & Fraud, Senior ManagementAngela Murphy05/14/2025Webinar
Internal Fraud: A Look at the Thieves from Within
Barry ThompsonAudit & Accounting, Directors, Human Resources, Security & Fraud, Senior ManagementBarry Thompson05/28/2025Webinar
Building the Best Board Meeting: From Agenda to Action Steps
David A. ReedDirectors, Senior ManagementDavid A. Reed05/29/2025Webinar
Creating a Unique Strategic Plan for Your Financial Institution
Marcia MalzahnAudit & Accounting, Compliance, Directors, Human Resources, Marketing, Operations, Senior ManagementMarcia Malzahn06/16/2025Webinar
Call Report Series: Loan Reporting Part 1: Loan Coding Basics
Harrison PowersAudit & Accounting, Directors, Lending, Senior ManagementHarrison Powers07/15/2025Webinar
Beneficial Ownership: An Action Plan for Your Business Customers
Deborah L. CrawfordAudit & Accounting, Compliance, Directors, Frontline & New Accounts, Human Resources, Lending, Marketing, Operations, Senior ManagementDeborah L. Crawford07/23/2025Webinar
BSA Training for Board & Senior Management
Mary-Lou HeighesCompliance, Directors, Human Resources, Security & Fraud, Senior ManagementMary-Lou Heighes08/06/2025Webinar
Community Reinvestment Act: Preparing for Upcoming Changes
Dawn KincaidCompliance, Directors, Frontline & New Accounts, Human Resources, Lending, Marketing, Senior ManagementDawn Kincaid08/21/2025Webinar
Call Report Series: Loan Reporting Part 2: Loan Reporting Part 2: Risk Weighting, Modifications & Multiple Schedules
Harrison PowersAudit & Accounting, Directors, Lending, Senior ManagementHarrison Powers10/16/2025Webinar
The Board Secretary Role: Organizing, Planning, Tracking & Maintaining Accurate Board Meeting Records
Dawn KincaidCompliance, Directors, Human Resources, Senior ManagementDawn Kincaid10/23/2025Webinar
Performance-Based Compensation Strategies for Banks
Michael Blanchard, Jeff FairchildDirectors, Human Resources, Senior ManagementMichael Blanchard, Jeff Fairchild10/30/2025Webinar
Preparation, Risk & Critical Robbery Training
Barry ThompsonAudit & Accounting, Collections, Compliance, Directors, Frontline & New Accounts, Human Resources, Information Technology, IRA, Lending, Marketing, Operations, Security & Fraud, Senior ManagementBarry Thompson12/11/2025Webinar
Executive Total Compensation: Strategies to Motivate & Incent the Right Behaviors
Michael Blanchard, Jeff FairchildAudit & Accounting, Directors, Human Resources, Senior ManagementMichael Blanchard, Jeff FairchildOn-DemandWebinar
Auditing Call Reports: Compliance, Regulator Expectations & Best Practices
Michael GordonAudit & Accounting, Compliance, Directors, Human Resources, Senior ManagementMichael GordonOn-DemandWebinar
Three Key Risk Assessments in Your ERM Program: ERM, IT & Internal Controls
Marcia MalzahnAudit & Accounting, Compliance, Directors, Human Resources, Information Technology, Operations, Security & Fraud, Senior ManagementMarcia MalzahnOn-DemandWebinar
Banking Ethics, Conflicts of Interest & Compliance for Staff
Elizabeth FastAudit & Accounting, Collections, Compliance, Directors, Frontline & New Accounts, Human Resources, Information Technology, IRA, Lending, Marketing, Operations, Security & Fraud, Senior ManagementElizabeth FastOn-DemandWebinar
Managing Workplace Threats: When to Call the Police, a Professional, an Attorney
William GageAudit & Accounting, Collections, Compliance, Directors, Frontline & New Accounts, Human Resources, Information Technology, IRA, Lending, Marketing, Operations, Senior ManagementWilliam GageOn-DemandWebinar
CFPB Enforcement Actions: Lessons Learned
David A. ReedCompliance, Directors, Senior ManagementDavid A. ReedOn-DemandWebinar
Capital Planning in Uncertain Times
Robert L. VieringAudit & Accounting, Compliance, Directors, Senior ManagementRobert L. VieringOn-DemandWebinar
Recognizing Employment Law Red Flags: Supervisor Training
Diane ReedCompliance, Directors, Frontline & New Accounts, Human Resources, Senior ManagementDiane ReedOn-DemandWebinar
Active Shooter & Workplace Violence: Avoiding Deadly Mistakes
William GageAudit & Accounting, Collections, Compliance, Directors, Frontline & New Accounts, Human Resources, Information Technology, IRA, Lending, Marketing, Operations, Security & Fraud, Senior ManagementWilliam GageOn-DemandWebinar
Understanding Call Report Regulatory Capital
Michael GordonAudit & Accounting, Compliance, Directors, Human Resources, Operations, Senior ManagementMichael GordonOn-DemandWebinar
AI Policy Design & Implementation
Diane ReedCompliance, Directors, Human Resources, Senior ManagementDiane ReedOn-DemandWebinar
Successful Compliance Auditing & Monitoring
Molly StullAudit & Accounting, Compliance, Directors, Information Technology, Operations, Security & Fraud, Senior ManagementMolly StullOn-DemandWebinar
Liquidity Risk Management
Dale ShellerAudit & Accounting, Directors, Senior ManagementDale ShellerOn-DemandWebinar
Examiner Expectations for Credit Risk Management
Robert L. VieringCollections, Compliance, Directors, Lending, Senior ManagementRobert L. VieringOn-DemandWebinar
Annual Anti-Harassment Training
Diane ReedAudit & Accounting, Collections, Compliance, Directors, Frontline & New Accounts, Human Resources, Information Technology, IRA, Lending, Marketing, Operations, Security & Fraud, Senior ManagementDiane ReedOn-DemandWebinar
Board Approved Policies: Tips & Samples to Streamline Your Process
Molly StullCompliance, Directors, Human Resources, Senior ManagementMolly StullOn-DemandWebinar
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