Webinars

We will explore best practices for Vendor Management, Third Party Risk Management, Fourth Party Management and Customer Risk Management.

This session will focus on the employment issues surrounding COVID management in the banking industry, as they now exist. We will discuss best practices and common approaches which have emerged across community banks.

Be proactive. Ignoring the industry won’t help your organization. You need policy and procedures even if you decide not to bank marijuana and hemp customers.

In this comprehensive presentation, Excel expert David Ringstrom, CPA, explains: mathematics for employee timesheets, date and time formatting, conditional formatting to highlight HR requirements, password protection for sensitive payroll files and worksheets, salary information formatting, using pivot tables for HR reporting and analysis tasks, and more.

In this illuminating session, Excel expert David Ringstrom, CPA, shares techniques you can use to verify the integrity of even the most complicated Excel workbooks.

During this webinar we will cover these changes and what you need to do and know!

The CAMELS rating system is the foundation for every safety and soundness exam. This webinar will address compliance considerations, examiner hot spots, and maintaining safe and sound financial performance.

We will explore the different types of SOC reports provided by vendors and highlight the best items that should be requested from vendors.

The Federal Reserve began notifying financial institutions in early 2021 regarding new FedLine security requirements.