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BSA: 4 Consent Orders Lessons Learned

OnDemand
  • Recorded Fri, February 02, 2024
  • Presented by Deborah Crawford
Deborah Crawford
$299.00

This webinar looks at the last four consent orders issued by FinCEN and how to stay on the right side of the compliance line.

Creating Exceptional Client Experiences

OnDemand
  • Recorded Wed, April 24, 2024
  • Presented by Janice Branch
Janice Branch
$299.00

How do you deliver value while creating amazing experiences for your depositors? Wow them with an exceptional service experience. Depositors who feel a connection to the people who wait on them feel valued. In this webinar, learn to practice depositor advocacy to earn client loyalty. ake your depThese are the customers who will and will not only increase their relationship with the institution but will also recommend the institution to their family and friends.

Cryptocurrency & Other Digital Assets - What ...

OnDemand
  • Recorded Wed, April 10, 2024
  • Presented by Molly Stull
Molly Stull
$299.00

Digital assets may not be part of your institution’s plan, but that doesn’t mean your customers are not participating in this arena. As millions of Americans engage in digital assets, financial institutions must understand the risks, red flags, and examiner expectations. Join us as we explain the digital asset terminology and current guidance and expectations.


Onboarding to FedNow®: A Guide for Financial ...

Upcoming
  • Tue, May 14, 2024
  • Presented by Kevin Olsen
Kevin Olsen
$299.00

Unpack the essentials of integrating with the FedNow® service. Dive into insights from Operating Circular 8, FedNow® service operating procedures, and real-world experiences to learn about the FedNow® onboarding process.

Excel Skills for Accountants - Part 1 (Basic)

OnDemand
  • Recorded Mon, March 20, 2023
  • Presented by David Ringstrom
David Ringstrom
$279.00

In this comprehensive webinar, Excel expert David Ringstrom, CPA, shares applicable Excel fundamentals that will enable accounting professionals to achieve their goals.

Fair Lending for Frontline Staff

OnDemand
  • Recorded Wed, March 29, 2023
  • Presented by Jamin Carlisle
Jamin Carlisle
$279.00

An overview of Fair Lending Regulations and best practices for bank staff in customer facing positions.


Excel Explained: Building Error-Proof Spreads...

OnDemand
  • Recorded Wed, April 12, 2023
  • Presented by David Ringstrom
David Ringstrom
$279.00

In this comprehensive session, Excel expert David Ringstrom, CPA, shares a variety of tricks and techniques you can use to improve the accuracy of your Excel spreadsheets. To help you create spreadsheets that are free of errors, David demonstrates how to implement Excel features and functions, such as the Hide and Protect feature, the Conditional Formatting feature, the VLOOKUP function, the SUBTOTAL function, and others. In addition, he discusses how to preserve key formulas, perform dual lookups, create self-updating report titles, and more.

Motivate Your Bank Team from Good to Great

OnDemand
  • Recorded Mon, May 15, 2023
  • Presented by Dan Fischer
Dan Fischer
$179.00

Are you ready to achieve remarkable results and take your bank team from good to great? Imagine the incredible impact you could make with just a 5-10% improvement in performance. In this webinar, we will provide you with a proven 3-step approach to help your producers focus their efforts and develop their expertise for their targeted markets. You'll gain invaluable insights and practical strategies to help you cultivate a motivational mindset that will drive your team's success.

The Top 10 IT Audit Recommendations from 2022

OnDemand
  • Recorded Wed, June 14, 2023
  • Presented by Patti Broer
Patti Broer
$279.00

Documenting an Information Security Program (ISP) is an important step in protecting your organization from cyber threats, but it’s only as good as controls that are actually implemented.

 

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