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IRA Beneficiary Payouts Webinar

As you have most likely heard, in 2020 we had some of the most comprehensive changes to IRAs as we have had in over 15 years. While a few of the changes leaned towards positive, the biggest change became a…

What Employers Need to Know About Marijuana Webinar

After decades of being illegal, marijuana and CBD products are increasingly becoming legal under state laws. Even the federal government has loosened its restrictions on CBD products derived from hemp, including one FDA approved medical treatment. However, states vary widely…

How to Incorporate BCM Into Your ERM Program Webinar

In this basic course, you will learn how to switch perspectives from having a static Business Continuity Plan to an ongoing dynamic Business Continuity Management (BCM) system, and how to integrate it into your Enterprise Risk Management (ERM) Program. The…

FFIEC Information Security Handbook Review Webinar

In September 2016, the FFEIC completely rewrote the Information Security Handbook. The Handbook represents an integration of concepts from Cybersecurity Guidance, Management Guidance, and other elements released in the past 10 years. The FFIEC Information Security Handbook is the most…

Six Best Practices for Perfect Teller Service Webinar

Managing the face of the bank is an important role. This session will walk through best practices for those leading and managing tellers and the front-line. If you want to take a deeper dive into helping your customer-facing employees succeed,…

Key Ratio Analysis Webinar

Upon completion of this webinar, the bank employee will also be able to better negotiate with their business clients as well as other financial professionals using the “five-step” analysis plan including liquidity, activity, leverage, operating performance, and cash flow analysis.

Credit History and the Role of Collateral Online Seminar

Price: $275 Determining recurring and sustainable income and cash flow are the important first step in consumer lending.  Equally important are the applicant’s credit history and the collateral that will serve as a secondary source of repayment.  This seminar is…

Opening Minor Accounts Webinar

We love our minor accountholders and yet…it is sometimes hard to know what we can do and what we can’t do for those who are under age at our bank. It is always disturbing when minors have authority to transact…