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New Compliance Officer Training - 3 Part Series

Upcoming
  • Wed, April 19, 2023
  • Presented by Kristen Tatlock
Kristen Tatlock
$769.00

New Compliance Officer Training - 3 Part Series

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

Auditing, BSA, Compliance, Deposit Compliance, General Compliance, Lending Compliance, Risk Management/Legal

This 3-part series is designed as an introduction to compliance, BSA, and auditing for New Compliance Officers.

Demystifying Trusts: A Guide to Establishing ...

Upcoming
  • Thu, April 20, 2023
  • Presented by Terri D. Thomas
Terri D. Thomas
$279.00

Demystifying Trusts: A Guide to Establishing Deposit Account and Loans

Upcoming
  • Thu, April 20, 2023
  • Presented by Terri D. Thomas

Compliance, Customer Service, Deposit, Lending, Trusts

This webinar will provide attendees with information on doing business with trusts, including the best practices in establishing deposit account and loan relationships.

Secrets to Being a Great Call Center Agent

Upcoming
  • Thu, April 20, 2023
  • Presented by Janice Branch
Janice Branch
$279.00

Secrets to Being a Great Call Center Agent

Upcoming
  • Thu, April 20, 2023
  • Presented by Janice Branch

Customer Service, Deposit Accounts, Human Resources, Management/Employee Development, Sales, Teller

Call Centers create a competitive advantage for organizations that train their agents to know what to say, what not to say, and how to sell, while maximizing productivity and quality. Invest in your Call Center agents by ensuring they are well-trained to handle every call with courtesy and grace. It is the Call Center agent’s approach to call handling and member service that determines if they will have the opportunity to increase the relationship with the institution, but also turn the customer into a fan.


New Compliance Officer Training Part 2: BSA 101

Upcoming
  • Mon, April 24, 2023
  • Presented by Kristen Tatlock
Kristen Tatlock
$279.00

New Compliance Officer Training Part 2: BSA 101

Upcoming
  • Mon, April 24, 2023
  • Presented by Kristen Tatlock

Auditing, BSA, Compliance, Deposit Compliance, Risk Management/Legal

Compliance with the Bank Secrecy Act continues to be a supervisory priority so it’s important for new BSA Compliance Officers to have a good grasp of the requirements and, more importantly, where to get answers to questions that may arise. This session will provide new BSA Compliance Officers with information on the laws and rules, as well as guidance on resources that can help make their jobs easier.

Reporting Critical Information Security Areas...

Upcoming
  • Tue, April 25, 2023
  • Presented by Patrick Brown
Patrick Brown
$279.00

Reporting Critical Information Security Areas Upstream

Upcoming
  • Tue, April 25, 2023
  • Presented by Patrick Brown

Auditing, Information Technology/Security, Risk Management/Legal

One of the most critical aspects of any Information Security Program is communication and sharing information. This is especially true with Executives and Board of Directors, who need to be educated and informed on all aspects of information security so they can ask better questions and make appropriate decisions.

Annual Deposit Regulation Training

Upcoming
  • Tue, April 25, 2023
  • Presented by Deborah Crawford
Deborah Crawford
$279.00

Annual Deposit Regulation Training

Upcoming
  • Tue, April 25, 2023
  • Presented by Deborah Crawford

Deposit, Deposit Compliance, General Compliance, Risk Management/Legal

Achieve Regulatory Hero Status: Join us for a dynamic and essential webinar where you'll complete your financial institution's annual training requirements. Learn how to handle front-line issues and protect yourself from costly fines and lawsuits by following your regulatory responsibility. Discover the key regulations, and take your understanding to the next level. Get ready to be amazed as focused training transforms you into a regulatory hero. Enroll now and secure your spot!


Security Assessments: The How & Why

Upcoming
  • Wed, April 26, 2023
  • Presented by Carol Dodgen
Carol Dodgen
$279.00

Security Assessments: The How & Why

Upcoming
  • Wed, April 26, 2023
  • Presented by Carol Dodgen

Risk Management/Legal, Technology/Security

If you are responsible for the security of your bank, it is imperative that you conduct periodic security assessments. These evaluations are a vital part of your security program and will help you identify weaknesses in your facilities, your policies, and your procedures. Join us for this valuable webinar that will tell you how to conduct your assessments, how often, and what things can make your office a likely target for robbers and other criminals. We will discuss branch design features that put you and your customers at greater risk and best practices for eliminating these issues. The use of Crime Prevention Through Environmental Design (CPTED) will be discussed as well. Applying this philosophy can lead to a reduction in the fear and actual occurrence of crime and can make your office a less attractive target. Using photographs and examples to illustrate, we will look at effective uses of lighting and landscaping as well.

New Compliance Officer Training Part 3: Condu...

Upcoming
  • Wed, April 26, 2023
  • Presented by Kristen Tatlock
Kristen Tatlock
$279.00

New Compliance Officer Training Part 3: Conducting a Compliance Audit/Review

Upcoming
  • Wed, April 26, 2023
  • Presented by Kristen Tatlock

Auditing, BSA, Compliance, Deposit Compliance, General Compliance, Lending Compliance, Risk Management/Legal

A compliance audit/review is a comprehensive evaluation of a financial institution’s adherence to regulatory guidelines. Its purpose it to identify problems and weaknesses BEFORE they are detected by examiners, or even worse, customers’ attorneys. This webinar will provide an overview of the tools and resources available for conducting a compliance review as well as areas to review and questions to ask.

Adding the WOW Factor to Credit Analysis

Upcoming
  • Thu, April 27, 2023
  • Presented by Jeffery Johnson
Jeffery Johnson
$279.00

Adding the WOW Factor to Credit Analysis

Upcoming
  • Thu, April 27, 2023
  • Presented by Jeffery Johnson

Accounting/Reporting, Auditing, Commercial/Business Lending, Lending, Management/Employee Development, Risk Management/Legal

This webinar will demonstrate how to utilize ratio analysis to determine the financial impact on changing metrics such as a change in the Working Capital Assets Turnover and Working Capital Liabilities Turnover and changes in the Gross Profit Operating and Net Profit Margins, This analysis will also allow the lenders to structure loans appropriately by determining the amount of funding needed to replace the cash flow losses caused by negative financial trends. When this specialized analysis is mastered, the lender can add the “WOW” factor to their analysis by not only describing trends but also the cash flow financial impact of those changing trends.

 

Fulfill your bank training needs with webinars

We offer over 450+ live and OnDemand webinars per year for bankers covering topics such as compliance, employee development, coaching, BSA/AML, lending, bank call reporting, TRID, as well as trending hot topics like pandemic preparedness, the Cares Act, regulation updates and much more! Delivered by respected financial services industry experts, our webinars are timely, relevant and always engaging.

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