Webinars

Overdraft programs continue to be a hot button for examiners, especially the CFPB. Despite the guidance and communications issued by the agencies, there is still confusion over what requirements actually apply to the programs you offer. In this webinar, we’ll review OD regulations and provide OD best practices.

Retaining and engaging talent in a new world of work – does this sound like something you can relate to? The Great Resignation has disrupted employers, and in turn, negatively impacted organizational engagement and culture. Focusing on engagement and culture is key to moving forward, but it may look different than it has in the past.

Don't let compliance traps trick you. Discover the best practices for business-entity documentation, underwriting documents, guarantors, and security interests to ensure your success!

In this webinar, we’ll do a deep dive into the rule’s current events and status, including when, and whether, the institution may or must begin to collect and submit data. But our focus will not be a simple recitation of the rule, but how to effectively develop your implementation plan. We’ll review the many issues so you can methodically ensure your program is on track.

Are your employees fired up about what they do and where they work? Positive environments that motivate people to go the extra mile can be built! Join this webinar to learn how to foster and sustain high employee morale in your workplace.

This course addresses financial statements the way a branch banker would in the process of his or her work.

Although AI seems like it is suddenly everywhere in our daily lives, AI has been part of Excel for 10+ years. In this webinar, we’ll discuss AI-powered features in Excel, and explore how to use ChatGPT to write and deconstruct formulas as well as automate repetitive tasks.

This webinar will teach you about TRID’s changed circumstances, tolerances and the Good Faith standard. It will provide the details on when and how to revise the Loan Estimate and/or Closing Disclosure.

We’ll make sure that as either a Receiving Depository Financial Institution or an Originating Depository Financial Institution, you’ll know your responsibilities regarding ACH.