Accounting/Reporting, Auditing, Reporting
The webinar series will generally cover the Call Report in schedule order, however, grouping certain schedules based upon reporting content will be woven into the curriculum.
Auditing, Commercial/Business Lending, Compliance, General Compliance, Lending, Lending Compliance, Mortgage Lending
It’s imperative that there are no leaks with your institution’s Flood Disaster Protection Act compliance program. Not only are FDPA civil money penalties frequently issued, but floods do occur across the country. Join us to ensure that your institution’s policies, procedures and training are adequately protecting the institution from flooding risk.
Management/Employee Development, Risk Management/Legal
The webinar provides attendees with the do's and don'ts of being a Notary Public.
Auditing, Commercial/Business Lending, Compliance, General Compliance, Lending, Lending Compliance, Management/Employee Development, Reporting, Risk Management/Legal
The CFPB has (finally) issued its long-awaited Final Rule on Small Business Lending Data Collection, which will require lenders to collect and submit to the CFPB data around small business loan applications by June 1st of each year. Fortunately, there is a transitioned implementation period, and when lenders must comply is based on how many small business loans they originate. That is but one of several important changes from the proposed rule. This rule will have a dramatic impact on small business lenders’ operations, and not just from an operational standpoint. There are significant cultural issues to address as well, as this will change, in significant ways, how small business applications are collected and processed.
Commercial/Business Lending
The 6 Cs-character, capacity, capital, collateral, conditions, and cash flow trends- are widely regarded as the most effective strategy currently available for assisting lenders in determining which financing opportunity offers the most potential benefits. During this webinar, you will gain a comprehensive understanding of the 6 Cs of lending. You will also get an understanding of how this technique insulates the lending process to meet the requirements of commercial financing.
Compliance, General Compliance
A bi-monthly update to help you keep up with changes and deadlines in the compliance area in a quick and easy format.
Accounting/Reporting, Computer Skills, Management/Employee Development
Financial reporting is often rife with repetitive tasks and carries the risk of misstated numbers. In this webcast, Excel expert David Ringstrom, CPA, will show you ways to create an utilize financial reporting templates, both as workbooks and worksheets, that you can use as clean slates. You'll also see how to create financial reports from a general ledger report by way of using pivot tables. You can then filter the pivot table with both the Slicer and Timeline features. Each month you'll simply save over the existing general ledger report and your spreadsheet-based reports will update automatically.
Compliance
The board secretary’s dynamic role is critical. It involves and affects administration of corporate governance, director liability, communication with directors and management, oversight of policy/procedure reviews, obtaining and maintaining annual documentation, compliance issues, and more.
Customer Service, Sales, Teller
Elevate your customer service to the next level! Join our webinar and discover the secrets to creating memorable customer experiences every time.
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.
