Webinars

The business case for Diversity, Equity and Inclusion (DEI) is stronger than ever. This webinar will provide bankers a comprehensive review of the moral, economic and financial rationale for strategic investments in DEI policies, practices and programs.

Every month, the federal financial institution regulatory agencies publish lists of enforcement actions taken against financial institutions. Enforcement actions can include civil monetary penalties, consent decrees, and cease and desist orders, just to name a few. This course will discuss those penalties, and how to keep you off of the list.

How sound is your commercial lending training program and how do you manage it? This unique training program will equip your lenders with the comprehensive credit skills they need to analyze a commercial lending request and prepare a highly effective credit write-up. The program emphasizes the competencies needed to identify, interpret, and analyze risk.

This webinar is an orientation for those of you who have joined our industry.

There are many types of business accounts with many different ways to do business at banking today. It can be challenging to determine who is authorized to open, close and transact business when dealing with so many business entities.

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.

Security versus Convenience is the battle that every organization faces when leveraging technology today. If you lean too heavily on Security, performing routine business functions may become inefficient and frustrating. If you lean too heavily on Convenience, you risk exposing your network and data to hackers. To make matters worse, you need to have a separation between IT Operations (who is managing your technology) and Information Security (IS) Operations (who is making sure you are secure).

This webinar will examine the regulatory requirements, guidance and examiner expectations related to overdrafts in plain English.