Learn how to open approximately 30 types of legal ownerships. We will cover consumer accounts, business accounts, deceased accounts and nonprofits. We will review the tax reporting, documentation requirements and best practices in our industry.
Webinars
This webinar will help you untangle the intricacies of numerous fee disclosure requirements.
There are many required disclosures that must be provided within three-business days of an application. Session will discuss when the green flag waves and what documents are required to be provided from application through the three-day requirement.
Your institution is unique so your strategic plan should be as well. The environment for community financial institutions has changed drastically in the past 5 years – especially in the aftermath of the Pandemic, new and emerging technologies, evolving consumer preferences, market shifts, and the recent bank failures. Therefore, your Strategic Plan must be a fluid document. The industry is impacted by many more forces, challenges, new competitors, and uncertainty is leading the way. At the same time, these challenges may also present more opportunities than ever before. These drivers highlight the need for every financial institution to design a living, breathing, strategic plan to thrive and grow.
Understanding the unique perspectives of Gen Z, Millennials, and Baby Boomers is crucial. It's as if Gen Zs are from Venus, Millennials from Mars and Baby Boomers are the anchor on Earth! Join this webinar to learn about the dynamics of a multi-generational workforce and how we can foster collaboration and cohesion among employees of all ages.
Attend this proactive webinar and learn how banks make lending decisions based on the five (5) C’s of credit - capacity, capital, collateral, conditions, and character!
Maintaining a strong internal control structure is key to keeping your financial institution strong and your employees honest.
During this program, you will discover how to design training that promotes learner involvement.
Remote Management is a library of short, pre-recorded courses for both remote employees and managers of remote employees.
Fulfill your bank training needs with webinars
We offer over 450+ live and OnDemand webinars per year for bankers covering topics such as compliance, employee development, coaching, BSA/AML, lending, bank call reporting, TRID, as well as trending hot topics like pandemic preparedness, the Cares Act, regulation updates and much more! Delivered by respected financial services industry experts, our webinars are timely, relevant and always engaging.