Webinars

Today’s business structure environment is very complex. You will open many types of business accounts with multiple layers of ownership.

Customer service is personal. Excelling at moving from ordinary to extraordinary is key in being proactive in how we coach our client facing employees.

Branch personnel and call center agents typically interact with more customers every day than anyone else in your financial institution. It makes sense that banks expect high foot traffic locations and high call volume points of contact help to generate quality referrals that lead to product and service sales. Yet staff in these positions often struggle in making a smooth transition from handling the transaction to a short, needs-based discussion that can lead to a referral or a cross-sell.

Training managers and supervisors in on the hiring process are key to creating stellar teams. This workshop will take you through the best practices of hiring for the right fit, specific to the financial services industry.

This program provides the information needed by the lending, compliance and audit staff to assure ongoing compliance with the regulation. The program and the materials have been updated to include the recent FAQs released by the Federal Reserve Board.

Learn the five vital signs of any organization and the ratios required to identify them.

Join Regulatory Compliance Counsel Michael Christians for this 90-minute session that will focus on both recent and upcoming changes to lending laws and regulations.

Congress enacted the Children’s Online Privacy Protection Act (COPPA) in 1998. COPPA required the Federal Trade Commission to issue and enforce regulations concerning children’s online privacy. The Commission’s original COPPA Rule became effective on April 21, 2000. The Commission published an amended Rule on January 17, 2013. The amended Rule took effect on July 1, 2013.

This two-hour program covers the basic requirements of each covered regulation.