Webinars

Many organizations leverage a Managed Service Provider (MSP) to manage their IT infrastructure, often providing more expertise while saving some cost. But when it comes to protecting data, the term “cybersecurity” can mean different things to different organizations.

In this 2-part series, you will gain a deep understanding of the significance of employer branding in the recruitment process. You will also discover effective strategies for attracting and retaining top talent in a competitive market.

Today’s business structure environment is very complex. You will open many types of business accounts with multiple layers of ownership.

Customer service is personal. Excelling at moving from ordinary to extraordinary is key in being proactive in how we coach our client facing employees.

Branch personnel and call center agents typically interact with more customers every day than anyone else in your financial institution. It makes sense that banks expect high foot traffic locations and high call volume points of contact help to generate quality referrals that lead to product and service sales. Yet staff in these positions often struggle in making a smooth transition from handling the transaction to a short, needs-based discussion that can lead to a referral or a cross-sell.

Training managers and supervisors in on the hiring process are key to creating stellar teams. This workshop will take you through the best practices of hiring for the right fit, specific to the financial services industry.

Our best strategy for keeping depositors loyal is deepening the relationship we have with them. In this webinar, frontline and call center staff will learn to take their customer service skills to the highest level by looking for opportunities to promote products and services that provide solutions for depositors.

This program covers the key variables and concepts for determining Commercial Real Estate (CRE) cash flow and transaction-level stress-testing. We'll discuss CRE cash flow factors beyond earnings before interest, taxes, depreciation and amortization (EBITDA) for a debt service coverage (DSC), and how to use cash flow to update the underlying collateral value as part of ongoing loan monitoring.

Some people might think that regulatory attention to the Bank Secrecy Act (BSA) had decreased over the past couple of years, given other difficulties and areas of concern, such as fair lending, TRID, HMDA, and UDAP. Think again. With the safety and soundness of the entire industry the focus of news stories every day and many well-publicized enforcement actions, the regulators obviously haven't eased up. These rules are still very close to being the #1 issue facing compliance officers. This is a timely topic, as we are now seeing the full implementation of the Beneficial Owner Information (BOI) rules, including the Treasury Department’s new registry, access to that registry, and impending rules on how to incorporate these requirements into banks’ Customer Due Diligence (CDD) programs.