Webinars

Mastering Participation Agreements: Unlocking Advantages, Managing Risks & Navigating Negotiations

• Thu, April 13, 2023
• Presented by Robin Russell

Discover the ultimate advantage for both the lead bank and participant bank and learn how to mitigate risks to protect your interests. Get the inside scoop on how to avoid the dangers of lack of information and involvement in negotiations. This is your chance to stay ahead of the competition and become an expert in Participation Agreements. Don't wait, enroll now and take your understanding to the next level!

FDIC Insurance Review: How Much of My Deposits are Covered?

• Thu, April 13, 2023
• Presented by Carl Pry

In this webinar, we’ll go through the FDIC deposit insurance regulations in detail, so that customers’ questions can be answered accurately and they can make appropriate decisions for their situations. These rules impact how accounts are established as well as how they are maintained. This is a webinar appropriate not only for compliance professionals but also front-line staff that responds to the many questions customers have about the safety and security of their deposit funds. We’ll provide many examples to see how this all works, and also provide valuable resources so that insurance amounts can be calculated, and the rules detailed.

Commercial Loan Defaults: Waivers, Workouts and Amendments

• Thu, April 13, 2023
• Presented by Robin Russell

Join us for this session where you'll discover the insider tips and essential guidelines for navigating challenging workout situations with ease. Get ready to dive deep into the critical documentation required before, during, and after negotiations with borrowers and guarantors. Empower yourself with the knowledge and skills you need to succeed in today's fast-paced banking landscape.

CECL and the Call Report Half Day Streaming

• Mon, April 17, 2023
• Presented by Cynthia Dopjera

The filing deadline is April 30, 2023 for the March 31, 2023 report date. Get your questions answered regarding how to report your CECL adoption in the Call Report.

The format for this webinar will be live streaming with 2 designated Q&A sessions.

Overdraft Requirements & Best Practices

• Tue, April 18, 2023
• Presented by Jerod Moyer

Join us for an informative session where we'll dissect the complex world of overdraft regulation and make it easy to understand. Get ready to dive into the regulatory requirements, guidance, and examiner expectations related to overdrafts, all presented in plain English. This is your chance to take the confusion out of overdraft regulation and empower yourself with the knowledge you need to succeed.

Top 10 Common Interest Reporting Errors on Nonresident Alien Accounts

• Tue, April 18, 2023
• Presented by Deborah Crawford

Don't get caught making common errors that put your compliance at risk! Join us for an urgent and engaging program that will reveal the secrets to setting up NRA accounts correctly. From the W-8BEN to the 1042-S interest reporting, you'll learn everything you need to know to avoid costly mistakes and ensure accurate reporting to the IRS. Don't miss this chance to protect yourself from liability and increase your compliance. Enroll now and join the fight against NRA account errors.

Navigating the Complex World of Commercial Loan Compliance

• Wed, April 19, 2023
• Presented by Dawn Kincaid

Are you ready to take your commercial lending skills to the next level? Join us where we'll venture beyond the basics and reveal the secrets to putting the right protections and safeguards in place. Get ready to review the critical documentation for a commercial loan, including collateral security documents, and learn best practices for the underwriting process. Discover how to avoid the hazards and pitfalls of commercial lending. This is a must-attend webinar for the Commercial Lender seeking advanced training.

Understanding Bond Risks and Duration: Information Important to Financial Institutions in a Changing Interest Rates Environment

• Wed, April 19, 2023
• Presented by Todd Rosenfeld

As seen very recently in the industry, financial institutions with a significant duration mismatch between their assets and liabilities are exposed to duration risk. This can have catastrophic consequences for your institution. Join us for our bond market webinar and equip your team with a comprehensive understanding of essential concepts, such as types of U.S. treasury securities, credit, and interest rate risks. By the end of the webinar your team will have the necessary tools to make informed investment decisions. Register now to reserve your team’s spot and take your institution’s investment strategy to the next level!

New Compliance Officer Training Part 1: Compliance 101

• Wed, April 19, 2023
• Presented by Kristen Tatlock

Keeping up with all of the rules, regulations, and laws that affect financial institution operations can be daunting for the most seasoned compliance professional; for new compliance officers, it can be overwhelming. This session is designed to provide new bank compliance officers with tools to help make the transition to their new role easier.