Computer Skills
In this 2 Part series, Excel expert David Ringstrom, CPA, explains basic and advanced techniques that can improve the integrity of your spreadsheets.
Compliance, Risk Management/Legal, Transaction Compliance
If you are new to operations or just want to confirm you really understand ACH, then this class is for you.
Customer Service, Human Resources, Risk Management/Legal, Sales, Teller
Are you prepared for an active shooter event at your bank? Do you and your fellow employees know what to do if it happens? Don't leave these questions to chance. Attend this webinar to find out what you need to know to prevent and survive an act of violence.
Human Resources, Management/Employee Development
What does onboarding look like in your organization? What do you want it to look like? Onboarding should not be an afterthought as it is the new hire’s first impression of the company they are going to work for.
Accounting/Reporting, Computer Skills
The presentation leads off with disaster recovery techniques, followed by using lookup functions such as VLOOKUP, MATCH/INDEX, and XLOOKUP. The presentation then moves on to using Power Query to automate report clean-up and analysis, and then finishes out with using Excel's Solver feature to identify two or more transaction amounts that add up to a specific total.
Commercial/Business Lending, Lending, Lending Compliance
Don't let compliance confusion slow you down. Take this opportunity to deepen your knowledge of the current compliance rules and take your loan processing skills to the next level. With Anne's easy-to-follow explanations and real-life examples, you'll be armed with the tools you need to navigate even the most complex loan scenarios with ease.
Accounting/Reporting, Commercial/Business Lending, Computer Skills, Lending, Management/Employee Development, Reporting, Trusts
Great slideshows don't need to take a lot of time and effort! Learn some essential PowerPoint tips and tricks to help you effectively present any type of information to every type of audience with more ease.
Compliance, Risk Management/Legal
Are you ready to tackle the complexities of power of attorney documents with confidence? This session will equip you with the knowledge & insights you need to navigate even the most challenging situations with ease. This webinar does not examine the laws of any particular state.
Auditing, Compliance, Customer Service, Deposit, Deposit Accounts, Deposit Compliance, Fraud, Technology/Security
What will regulators find when they examine your financial institution for Reg E compliance with error resolution procedures? Do your employees know what is required? Recently issued "FAQs" outline more consumer protection for P2P (person-to-person) fraud for many popular wallet applications, such as Zelle and Venmo. Do they know that a customer can write their PIN on a card and this will not be considered “negligent” if the card is lost or stolen?
We offer over 100+ webinars per year for credit unions and 300+ webinars for banks covering topics such as compliance, employee development, coaching, BSA/AML, lending, TRID, as well as trending hot topics like pandemic preparedness, the Cares Act, regulation updates and much more! Delivered by respected financial services industry experts, our webinars are timely, relevant and always engaging.
