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Webinars

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On Demand

Master the Basics of Accounting, Law, and Liability
  • On-demand
David Osburn

You must understand the businesses you serve to evaluate companies and protect your institution. To analyze financial statements and calculate risks, you need to comprehend the basics of accounting, business law, and lender liability.

Market Your Bank, Your Department, and Yourself
  • On-demand
David Osburn

Appeal to prospective customers by applying insights into the target market, the four Ps of marketing, and the industry life-cycle. You can take advantage of similar strategies to market yourself and your department inside and outside your organization.

Complaint Management: Regulatory Oversight and More
  • On-demand
Kenneth Agle

Join Ken Agle as he presents the elements of a strong complaint management program including a sample complaint management risk assessment, a complaint management program/policy and a sample tracking form that should be adaptable to cloud-based systems. Attendees will be able to use these documents or compare these documents against their existing systems/policy/forms and establish or solidify their complaint management process. For complaint management, the need is now and we believe that this webinar will keep you ahead of the pack.

Mobile Remote Deposit Capture: Risks, Rewards, & Deposits
  • On-demand
Kelly Caspersen

Please join Kelly Caspersen for this informative session to learn more on the risks and rewards of Mobile Remote Deposit Capture.

Performing a Credit Analysis of CRE Loans Under Revised Lease Accounting Standards
  • On-demand
Gary Deutsch

Please join Gary Deutsch, CPA MBA, as he addresses these risk issues and discusses how to adjust lending, underwriting and valuation practices to consider the FASB’s new lease accounting requirements.

Audit 2020: A New Approach that Enhances Audit Reporting
  • On-demand
Daniel Clark

Please join us to review the validity of old audit practices, audit ratings and audit criticism. Participants will reflect on old practices to learn about new and improved audit relationships based on trust and advice and exactly what the IIA expects of internal audit.

Cannabis Banking: What You Need to Know
  • On-demand
Sundie Seefried and Katrina Skinner

Marijuana-Related Businesses (MRBs) are now legal in many states. You need to learn regulators' expectations, oversight concerns, third party vendor management, and the differences in banking hemp and CBD compared to cannabis. Whether financial institutions wish to bank the industry or not, cannabis funds will pass through all financial institutions, and we must all have the tools necessary to fulfill BSA obligations; directly or indirectly.

Commercial Loan Documentation Training (Multi-Session)
  • On-demand
Bill O'Brien

Effective loan documentation is a key building block in protecting the integrity of the bank’s lending assets. Developing an in-depth understanding of a well thought-out set of documents can preserve the value of a properly structured loan, overcome its predictable challenges, and ensure the timely repayment of depositors’ monies contributing toward safe and sound banking practices.