Webinars

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.

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.

As banks continue to deal directly with CRE loans plus indirectly through income-producing or rental real estate holdings that affect customers, it’s important to get beyond the numbers and assess the qualitative or non-financial factors that influence CRE performance over time.

Front-line employees are the CEOs of the customer experience. Their every action and reaction significantly impacts your brand's reputation. However, do we train them to see themselves in this influential role, or do we perceive them only as tellers? This training is a must to take your customer experience from ordinary to extraordinary.

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.