Webinars

This fast-paced interactive workshop will allow short periods for you to apply the techniques hands-on. Participants will enter virtual breakout rooms to work through Excel examples together with David's assistance. David will be answering questions throughout the sessions. Live attendance is a must to get the most out of this engaging training opportunity. Breakout rooms will not be recorded. Space is limited to 30 participants for a high-value learning experience, so register today!

This webinar will dissect the regulatory requirements and examiner expectations related to Fair Lending in plain English.

Building a solid residential construction program is critical in managing the risk associated with new home builds. Join us as we discuss the numerous components of the process!

As banks continue to deal directly with CRE loans plus indirectly through income-producing or rental real estate holdings that affect customers, it’s important to get beyond the numbers and assess the qualitative or non-financial factors that influence CRE performance over time.

CFPB has been hot on the trail of junk fees - is your institution at risk? Join us as we look at supervisory guidance from the regulators and lessons learned on consent orders.

Unpack the essentials of integrating with the FedNow® service. Dive into insights from Operating Circular 8, FedNow® service operating procedures, and real-world experiences to learn about the FedNow® onboarding process.

Front-line employees are the CEOs of the customer experience. Their every action and reaction significantly impacts your brand's reputation. However, do we train them to see themselves in this influential role, or do we perceive them only as tellers? This training is a must to take your customer experience from ordinary to extraordinary.

Safe deposit boxes are an essential part of any financial institution, but did you know that neglecting their proper maintenance and security measures can lead to compliance and legal issues? In this session, we'll explore the importance of having detailed procedures and strong controls for opening and maintaining safe deposit boxes.

Our best strategy for keeping depositors loyal is deepening the relationship we have with them. In this webinar, frontline and call center staff will learn to take their customer service skills to the highest level by looking for opportunities to promote products and services that provide solutions for depositors.