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Navigating Climate Change: Risks, Regulations...

Upcoming
  • Mon, April 29, 2024
  • Presented by Francis Janes
Francis Janes
$299.00

This presentation will navigate the intricate landscape of climate change, uncovering risks, regulations, and the lucrative opportunities that lie ahead for visionary leaders in the banking industry.

W-9s, W-8BENs and IRS Mismatches

Upcoming
  • Tue, April 30, 2024
  • Presented by Deborah Crawford
Deborah Crawford
$299.00

This program will focus on what U.S. financial institutions must do in the tax reporting and documentation process for FATCA. We'll do a line-by-line review of important forms and the subsequent tax reporting to the IRS, and also look at the impact of 1042S reporting changes for nonresident aliens.

Bi-Monthly Compliance Briefing - 6 Part Serie...

Upcoming
  • Tue, April 30, 2024
  • Presented by Carl Pry
Carl Pry
$1,409.00

A bi-monthly update to help you keep up with changes and deadlines in the compliance area in a quick and easy format.


Bi-Monthly Compliance Briefing - April

Upcoming
  • Tue, April 30, 2024
  • Presented by Carl Pry
Carl Pry
$299.00

A bi-monthly update to help you keep up with changes and deadlines in the compliance area in a quick and easy format.

Opening New Accounts Part I: Consumer Accounts

Upcoming
  • Tue, April 30, 2024
  • Presented by Matthew Dickinson
Matthew  Dickinson
$299.00

This two-hour workshop focuses on the risks, procedures, best practices, and compliance requirements for opening personal and consumer accounts.

Opening New Accounts: 3 Part Series

Upcoming
  • Tue, April 30, 2024
  • Presented by Matthew Dickinson
Matthew  Dickinson
$829.00

This webinar series will encompass opening personal, business, trust, minor, power of attorney, estate accounts, and much more! Although not customized to specific state law, it will answer the more complicated and challenging questions customers and employees ask. Whether you are new to new accounts or have decades of experience, you will gain more confidence and be prepared to handle even the most complicated scenario!


Opening New Accounts Part II: Business Accounts

Upcoming
  • Wed, May 01, 2024
  • Presented by Matthew Dickinson
Matthew  Dickinson
$299.00

This two-hour webinar examines not only the documentation requirements on business entities available in most states but also provides clarity on how to identify who has the authority to open and transact on behalf of the entity.

Demystifying Trusts: Establishing Deposit Acc...

Upcoming
  • Thu, May 02, 2024
  • Presented by Terri D. Thomas
Terri D. Thomas
$299.00

This webinar will provide attendees with information on doing business with trusts, including best practices in establishing deposit account and loan relationships.

Opening New Accounts Part III: Trust and Fidu...

Upcoming
  • Thu, May 02, 2024
  • Presented by Matthew Dickinson
Matthew  Dickinson
$299.00

This two-hour webinar delves into the responsibilities of collecting appropriate documentation, providing ownership options, titling accounts correctly, and allowing proper access to trust, fiduciary, and minor accounts not only during lifetime but at the death of a signer as well.

 

Fulfill your bank training needs with webinars

We offer over 450+ live and OnDemand webinars per year for bankers covering topics such as compliance, employee development, coaching, BSA/AML, lending, bank call reporting, TRID, as well as trending hot topics like pandemic preparedness, the Cares Act, regulation updates and much more! Delivered by respected financial services industry experts, our webinars are timely, relevant and always engaging.

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