Webinars

Are you seeking to gain an understanding about how operational activities interface with the accounting and financial reporting aspect of your institution? Do daily policies and procedures seem redundant or unnecessary? Would it be helpful to understand why the daily activities you perform within the operations area are key to protecting the institution from losses?

Now that the cannabis customer is onboarded, learn how the money will move.

This webinar is designed to take the mystery out of the commercial and business lending process and the confusing terminology often used by lenders.

Fraud is on the rise and new account personnel at the financial institution can detect and prevent many of these frauds from the beginning.

Learn about the unique risk cashier’s checks pose to financial institutions and the best practices for limiting losses when processing these transactions.

How can you keep all the requirements straight in your head so you can be sure to not miss anything? In this two-part webinar, we’ll discuss all the relevant requirements and considerations in the origination process.

Get ready to elevate your Call Report expertise with our exclusive six-hour live-streaming webinar! This isn’t just a routine update – it’s a powerful experience crafted to keep you at the forefront of financial reporting.

This informative webinar will cover the basics of proper credit reporting and how best to respond to consumer credit reporting disputes.

Stop letting unproductive meetings drain your energy and time. Instead, learn how to take charge of your calendar and make every meeting count. Join us and discover the tools and strategies to lead or participate in meetings that matter.