Webinars

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.

This 2 day live streaming event will provide information on new, proposed, and revised changes to the Call Report with identification of specific Call Report line items impacting December 2023 and beyond. Accounting guidance and regulatory changes will be discussed and presented in order to update those with Call Report preparation and review responsibilities.

One in five workers have experienced discrimination or unfair treatment at work. In today's workplace environment, organizations need to face a reality gap and realize more work needs to be done in this area.