Upcoming Webinars
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TitlePresenter(s)AvailableType
Loan Participation Agreements
Shelli ClarkstonLending, Operations, Senior ManagementShelli Clarkston04/14/2025Webinar
HELOC Compliance: Disclosures, Documentation, Advertising, Amending & More
Shelli ClarkstonCompliance, Lending, Marketing, OperationsShelli Clarkston04/16/2025Webinar
Sunset of FFIEC Cybersecurity Assessment Tool: What Now?
Shelli ClarkstonAudit & Accounting, Compliance, Directors, Information Technology, Operations, Security & Fraud, Senior ManagementShelli Clarkston05/19/2025Webinar
Military Lending Act & Servicemembers Civil Relief Act
Shelli ClarkstonCollections, Compliance, LendingShelli Clarkston05/27/2025Webinar
Medallion & Signature Guarantee Risks, Rules & Best Practices
Shelli ClarkstonCompliance, Frontline & New Accounts, Human Resources, Lending, OperationsShelli Clarkston06/11/2025Webinar
Cybersecurity Incident Response & Mitigation Strategies
Shelli ClarkstonHuman Resources, Information Technology, Operations, Security & Fraud, Senior ManagementShelli Clarkston06/30/2025Webinar
Are You Liable? Forgeries, Remotely Created/Deposited Items, Fraudulent ACH, Unauthorized Electronic Withdrawals & More
Shelli ClarkstonAudit & Accounting, Compliance, Frontline & New Accounts, Information Technology, Operations, Security & Fraud, Senior ManagementShelli Clarkston07/01/2025Webinar
Powers of Attorney: Reviewing, Accepting, Scams & Red Flags
Shelli ClarkstonCollections, Compliance, Frontline & New Accounts, Human Resources, Information Technology, IRA, Lending, Operations, Security & Fraud, Senior ManagementShelli Clarkston07/29/2025Webinar
Record Retention Policy & Timeframes
Shelli ClarkstonAudit & Accounting, Collections, Compliance, Frontline & New Accounts, Human Resources, Information Technology, IRA, Lending, Operations, Security & Fraud, Senior ManagementShelli Clarkston08/19/2025Webinar
Negotiating Vendor Contracts: Key Provisions, Market Terms & Due Diligence
Shelli ClarkstonOperationsShelli Clarkston08/25/2025Webinar
Advertising Compliance: Web, Text, Print, TV & Radio
Shelli ClarkstonCompliance, Frontline & New Accounts, Human Resources, Information Technology, Marketing, Operations, Senior ManagementShelli Clarkston09/10/2025Webinar
20 Common Mistakes in Consumer Collections
Shelli ClarkstonCollections, Compliance, Lending, OperationsShelli Clarkston09/23/2025Webinar
Consumer Bankruptcy - Chapters 7 & 13: Special Rules, Cramdowns & Risks
Shelli ClarkstonCollections, Compliance, Human Resources, LendingShelli Clarkston10/02/2025Webinar
1099 Reporting: Foreclosures, Repossessions & Debt Settlements
Shelli ClarkstonAudit & Accounting, Collections, Compliance, Lending, OperationsShelli Clarkston10/22/2025Webinar
ECOA & Fair Lending, Including AI in Lending, Exam Hot Spots & More
Shelli ClarkstonCompliance, Human Resources, Lending, Senior ManagementShelli Clarkston11/04/2025Webinar
When a Borrower Dies: Actions to Take, Mistakes to Avoid
Shelli ClarkstonCollections, Compliance, Lending, OperationsShelli Clarkston12/09/2025Webinar
Overdraft Litigation: Trends & Accepted Procedures
Shelli ClarkstonComplianceShelli Clarkston12/18/2025Webinar
Open Banking, Banking as a Service & Lessons from Recent Enforcement Actions
Shelli ClarkstonAudit & Accounting, Compliance, Human Resources, Information Technology, Marketing, Operations, Senior ManagementShelli ClarkstonOn-DemandWebinar
Commercial Loans: Foreclosing on Your Security Interest in Collateral
Shelli ClarkstonCollections, LendingShelli ClarkstonOn-DemandWebinar
UCC Financing Statements: Completing, Filing, Amending & Renewing
Shelli ClarkstonCollections, LendingShelli ClarkstonOn-DemandWebinar
Today’s Board Essentials Module 1: Director Liability: Fiduciary Duty & Duty of Care
Shelli ClarkstonCompliance, Directors, Human Resources, Senior ManagementShelli ClarkstonOn-DemandWebinar
Today’s Board Essentials Module 2: Reg O: Insider Lending & Self-Dealing
Shelli ClarkstonCompliance, Directors, Human Resources, Senior ManagementShelli ClarkstonOn-DemandWebinar
Today’s Board Essentials Module 3: The Board’s Role with BSA/AML/OFAC
Shelli ClarkstonCompliance, Directors, Human Resources, Senior ManagementShelli ClarkstonOn-DemandWebinar
Today’s Board Essentials Module 4: Implementing a Compliance Management System
Shelli ClarkstonCompliance, Directors, Human Resources, Senior ManagementShelli ClarkstonOn-DemandWebinar
Today’s Board Essentials Module 5: Fair Lending for Directors
Shelli ClarkstonCompliance, Directors, Human Resources, Senior ManagementShelli ClarkstonOn-DemandWebinar
Today’s Board Essentials Module 6: The Board’s Role with Cyber Security
Shelli ClarkstonCompliance, Directors, Human Resources, Senior ManagementShelli ClarkstonOn-DemandWebinar
Today’s Board Essentials Module 7: Incentive-Based Compensation & Executive Compensation
Shelli ClarkstonCompliance, Directors, Human Resources, Senior ManagementShelli ClarkstonOn-DemandWebinar
Today’s Board Essentials Module 8: Technology & Vendor Management
Shelli ClarkstonCompliance, Directors, Human Resources, Senior ManagementShelli ClarkstonOn-DemandWebinar
Today’s Board Essentials Module 9: Strategic & Succession Planning
Shelli ClarkstonCompliance, Directors, Human Resources, Senior ManagementShelli ClarkstonOn-DemandWebinar
Electronic Payment Fraud: When Is Your Institution Liable?
Shelli ClarkstonCompliance, Frontline & New Accounts, Human Resources, Information Technology, Operations, Security & FraudShelli ClarkstonOn-DemandWebinar
Loan Documentation for All Legal Entities
Shelli ClarkstonCompliance, Human Resources, LendingShelli ClarkstonOn-DemandWebinar
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