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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.

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.

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.

ACH Rules Review and Preview 2020
  • On-demand
Deirdre Ashby

Learn about how you need to prepare now for the ACH rule changes coming in 2020.

Recent Changes in Cyber, Privacy, and Data Security
  • On-demand
Daniel Cotter

Join Daniel Cotter to learn about how critical it is to update and implement privacy practices to reduce your exposure to breaches and minimize liability.

Advanced Tax Return Analysis for Bankers
  • On-demand
David Osburn

Tax returns can offer excellent insight into the challenges, strengths, and viability of your business clients. By applying advanced analysis techniques, you can unlock the secrets hidden within the numbers. You will likely need to delve into business owners’ personal 1040 tax returns, as well as the company returns of LLCs, S corporations, and C corporations. To discover the interconnections and their impact, you must comprehend Schedules M-1, M-2, and K-1; pass-through transactions; and other deductions.

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.

Flood Insurance Compliance: The Ever-Shifting Tides of Change
  • On-demand
Kenneth Agle

Please join Ken Agle as he provides a comprehensive update on the latest changes and interpretations involving flood insurance together with a foundational understanding of the flood insurance requirements and how that foundation is applied to understanding the nuances and risk aspects of the regulation.