Webinars

During this webinar, we will discuss the current environment, the recent enhancements to the ACH network and the rules that have been created or amended from Nacha. We'll also review recent changes to the ACH rules and discuss upcoming changes that might impact your organization or specifically, your role.

This webinar series will encompass opening personal, business, trust, minor, power of attorney, estate accounts, and much more! Although not customized to specific state law, it will answer the more complicated and challenging questions customers and employees ask. Whether you are new to new accounts or have decades of experience, you will gain more confidence and be prepared to handle even the most complicated scenario!

In this webinar, RMs will spend time self-evaluating their own approach to stretch past their limitations and fears.

Join us! Return to work with tools to lead your team to create more impact, including a planning worksheet which can be applied to everyday supervisory situations, and a leadership skills development checklist.

During this program we will do the annual training for staff for the OFAC program.

Bob Gregg, attorney at law, discusses the types of issues that should and shouldn’t be documented and offers guidance for writing your iron clad documentation if ever challenged by the employee, Courts, or regulators.

During this 4 part training, we will cover consumer accounts, fiduciary accounts, estate accounts, and business accounts.

The key to effective selling in banking is building relationships. It’s a fact - the top 7% of lenders and relationship managers, the very best in banking, follow a consistent process for “selling” and bringing in new relationships. Join this webinar to learn how you can build an effective selling system in your bank.

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.