Webinars

When writing effective credit memoranda, it's not what you say that commands attention, but how you say it. Learn skills required to write an effective credit memorandum.

Utilizing various tools and features within readily available technology are a must for the compliance officer. Join us as we share many tools and tips to help the compliance officer tackle their responsibilities!

This enlightening webinar presented by David Ringstrom, CPA, will empower you to quickly accomplish tasks that might currently be taking you several minutes or even hours to complete. David explains a variety of Excel’s time-saving features and shares helpful tips, such as how to filter data faster, streamline repetitive tasks, create keyboard shortcuts, and access folders and workbooks easily.

As banks continue to deal directly with CRE loans as a major portion of their loan portfolios, plus indirectly through income-producing or rental real estate holdings that affect customers, it is important to “get beyond the numbers” and assess the qualitative or non-financial factors that influence CRE performance over time.

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.

This webinar will look at the expectations and requirements related to a financial institution’s Compliance Management System (CMS). You will learn how best to utilize your resources to create an effective CMS or enhance your current CMS.

Dealing with regulatory exams, from safety and soundness and AML/BSA to consumer protection, mortgage, fair lending, CRA, and more, can be a daunting and intimidating experience. But it need not be – there are a number of key ideas and processes that can be used to ensure a favorable experience. All exams, from all examiners and all agencies, have many commonalities that lend themselves to understanding how the process works.

This webinar is for participants who have a basic foundational knowledge of Enterprise Risk Management and are looking for specific examples on how to complete the three important Risk Assessments - ERM, IT, and Internal Controls.

As a banking sales manager, how do you make the transition from selling to coaching your team? Join this webinar to learn sales leadership activities you can put in place to lead your team to greater success.