Webinar Sessions

Frontline Microlearning Modules

Jan 1, 2020 - Jan 1, 2021

Power up your frontline with consumer compliance know-how with these must-attend microlearning modules! Arm your frontline with the information and tools needed to meet regulatory expectations and provide excellent service. Each of the six 10-15-minute recorded sessions can be used as a stand-alone module for new hires or on-going training.

Paid Event | Seats Remaining : Unlimited |

Managing Force-Placed Mortgage & Auto Insurance

Feb 27, 2020

Join us to learn the technical regulatory requirements of force-placed insurance and how to avoid losses. This program will focus on issues important to lenders, plus offer suggested questions to pose to your insurance professionals.

Paid Event | Seats Remaining : Unlimited |

HELOC Compliance: Disclosures, Documentation, Advertising, Amending & More

Feb 25, 2020

This webinar will explain the required HELOC disclosures and advertising restrictions. It will explore specific situations when lenders are permitted to decrease, suspend, or terminate a HELOC, and how to do so. You’ll also learn how to handle HELOCs nearing their end-of-draw periods.

Paid Event | Seats Remaining : Unlimited |

Deposit Account Series: Deposit Operations Update 2020

Feb 24, 2020

This webinar will look at new Regulation CC holds, beneficial ownership, error resolution, and operational issues in the back of the house.

Paid Event | Seats Remaining : Unlimited |

Qualifying Borrowers Using Personal Tax Returns Part 1: Form 1040 & Schedules B & C

Feb 20, 2020

Designed for consumer and commercial lenders, this two-part series will teach you an easy, reliable method to convert a borrower’s personal tax return (Form 1040) into annual and monthly cash flow statements using the free software included with this course. Part 1 will cover Form 1040, Schedule B (Interest and Dividend Incomes) and Schedule C (Sole Proprietorship Incomes).

Paid Event | Seats Remaining : Unlimited |

Harassment Claims in a #MeToo World

Feb 19, 2020

Don’t become a victim of poor preparation. Join us to learn the current state of harassment claims and effective steps your institution can take now to minimize risk and maximize morale.

Paid Event | Seats Remaining : Unlimited |

Deposit Account Series: Banking Cannabis Businesses: Hemp, CBD, THC & More

Feb 13, 2020

This webinar will focus on how financial institutions are currently accepting deposits, lending money, and providing other financial services to cannabis businesses and their service providers– despite the lack of guidance or comprehensive comfort under federal law.

Paid Event | Seats Remaining : Unlimited |

Electronic & Imaged Documents: What to Keep, What to Destroy, What Holds Up in Court

Feb 12, 2020

Not all imaged documents are treated the same under the law. Now, more than ever, it’s imperative to understand the rules regarding electronic and imaged documents to protect your institution from costly mistakes.

Paid Event | Seats Remaining : Unlimited |

Commercial Lending Series: Commercial Loan Documentation

Feb 11, 2020

This webinar will go beyond the basics (what documents are needed for what types of business loans) and provide a better understanding of protections and safeguards that should be put in place when underwriting and drafting your loan and collateral security documents. Learn how to avoid many of the hazards with this must-attend webinar designed for commercial lenders who want more advanced training.

Paid Event | Seats Remaining : Unlimited |

Diversity Self-Assessment: Regulatory Guidance & Best Practices

Feb 10, 2020

The updated voluntary diversity self-assessment is a great first step in determining your institution’s diversity position. Learn the basics of DEI as a corporate best practice and how to use the FDIC self-assessment tool to understand your current position and strategize achieving true diversity.

Paid Event | Seats Remaining : Unlimited |

Action Plan for Reg CC Rule Changes Effective July 1, 2020

Feb 6, 2020

This webinar will explain the amendments to Regulation CC, address the impact on depository institutions, and outline an action plan to ensure they can prepare for and implement the required changes prior to the July 1, 2020, deadline.

Paid Event | Seats Remaining : Unlimited |

Using the UBPR to Improve Bank Performance

Feb 5, 2020

This practical webinar will teach you how to improve bank performance by understanding ratios used in the Uniform Bank Performance Report.

Paid Event | Seats Remaining : Unlimited |