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Unmasking Check Fraud
In today's complex financial landscape, financial institutions face an increasing threat from counterfeit, altered, and forged checks and indorsements. This webinar provides a comprehensive...
Credit Analyst Institute
Master the necessary financial analysis skills needed by today's credit analysts and the additional expertise vital to a community bank's overall lending success.. Through group discussion, case...
Developing an Effective Marketing Plan
Many banks struggle to create a marketing strategy that truly connects opportunities with organizational goals. This session shows you how to bridge that gap by exploring proven methods for...
ACH Fraud
ACH payments are processed at staggering volumes that average 134 million transactions every day. With that scale comes risk, making it critical for bankers to spot and mitigate threats to both...
HSA Fundamentals
This foundational webinar provides a comprehensive overview of Health Savings Accounts (HSAs) and essential compliance guidelines. Led by industry experts, the course covers HSA benefits,...
IT Institute
Information technology solutions continue to evolve creating opportunities for community banks to increase efficiency, improve service capabilities, and better safeguard customers. Your ability to...
Wire and Instant Payments Fraud
Fraudsters are increasingly exploiting the speed and convenience of wire and instant payments, leaving financial institutions under pressure to keep pace. This session dives into the evolving...
Disaster Preparedness: Understanding Excused Delay
Winter Storm Warning, Hurricane Advisory, Tornado Watch — we’ve seen it all! And while the ACH Rules include a provision for Excused Delay, it’s no substitute for a robust, well-tested business...
How to Move From Effective Advertising to Strategic Marketing
Shift your focus from traditional promotion tactics to a strategic marketing approach that maximizes ROI. This session provides a step-by-step process for prioritizing and executing marketing...
Strategic Planning for Financial Institutions – It’s All about Your Strategy!
Your institution is unique. Your strategic plan should be just as distinct. The environment for community financial institutions has changed drastically in the past five years due to shifts in...
IRA Fundamentals
Navigating the rules around IRAs can feel overwhelming for those new to retirement planning, especially considering contributions, distributions, and rollovers. This course is a must if you are new...
Mobile Deposit Capture: Risk Management and Compliance
Mobile deposit capture (MDC) has become a cornerstone of modern banking, offering convenience and efficiency to both financial institutions and their customers. However, with this growth comes a...
Navigating CRA: What Every Director Needs to Know
Directors play a critical role in ensuring their institution meets Community Reinvestment Act (CRA) obligations. This session provides an essential overview of CRA requirements, the board’s...
Action Plans for Troubled Credit
Recognizing that you have a troubled credit in your portfolio is traumatic enough. Having to deal with a declining relationship that may cause your bank a significant loss can create an outright...
Multi-Task Role of the Banker
In today’s fast-paced banking environment, bankers balance multiple responsibilities while handling complex challenges. This session provides practical strategies to help you manage your day more...
IRA Amendments - Lets Get Prepared
IRA amendments can be complex. But, understanding them is essential for compliance and effective account management. This session explores the requirements for IRA documents, examines the...
RDC and Mobile Capture Fraud
In an era of digital convenience, fraudsters are constantly adapting. This course examines the specific risks in RDC and mobile deposits, offering insights to secure these increasingly used...
Q3 Regulatory Compliance Updates (2026)
The Quarterly Regulatory Compliance Webinars deliver the most up-to-date guidance on regulatory compliance, upcoming deadlines, available resources, and more. Offered quarterly, these 60-minute...
Top Audit Findings in Payment Systems
Many institutions enter audit season without a clear understanding of the issues most likely to surface, which makes preparation more difficult and outcomes less predictable. With audit season...
All Things Agreements
The digital banking landscape is defined by the agreements that govern every transaction. This session breaks down key components of common banking service agreements. By attending, you’ll...
Credit Boot Camp Part 1 - Foundational Aspects of Commercial Credit
Kick off the Credit Boot Camp series with a focused session on the essential principles of managing credit risk in commercial banking. This session redefines the role of the banker—not as a lender,...
Credit Boot Camp Webinar Series
Learn the framework for assessing and managing credit risk. Throughout this newly updated six-part series, we address financial statement analysis, qualitative analysis, cash flow, proper credit...
Credit Boot Camp Part 3 - Applying Qualitative Analysis to the Request
Every loan request stems from a cash shortfall within the borrower’s business. While financial data offers valuable insight, the banker’s real task is to uncover the true cause behind the numbers....
Credit Boot Camp Part 5 - Cash Flow Based Loan Structure
Every loan request originates from a cash shortfall, and it must be repaid through a self-liquidating asset. Too often, bankers default to standard loan structures based solely on policy, without...
Credit Boot Camp Part 6 - Managing Credit Risk After the Close
Credit risk management doesn’t end at loan closing; it continues until the final payment is received. In this session, we revisit the definition of credit risk, then focus on post-close client...
Credit Boot Camp Part 2 - Financial Analysis: Assessing the Request
Loans inherently carry risk. But that risk isn't found directly in the financial statements. It's revealed through what those statements are telling you, if you know how to listen. In this session,...
Credit Boot Camp Part 4 - Determining Cash Flow Using the Core Cash Drivers MP4
Every borrower operates with up to seven core cash drivers: mechanisms that either absorb cash, locking it inside the business, or release cash back into operations when managed effectively....
Research - Best Practices for Community Banks
Move beyond guesswork with this session on effective research methodologies. Learn how to conduct customer and employee surveys, trade area research, and more to gain reliable insights. Discover...
Fraud Conference
Details coming soon!
Demystifying AI: Regulatory Environment
Before getting started with AI, understand the regulatory environment for banks adopting this new technology. When you implement AI in your business you will have to adhere to new and emerging...
AI Demystified: 101
Everyone is talking about AI and how it is changing how people work, live—and bank. This webinar is designed to provide community bankers with a primer on artificial intelligence and the...
AI Use Cases: How Banks Are Putting AI to Work
AI can be used in many different ways to power your bank offerings and services. Learn how bankers like you are implementing AI at their banks to benefit customers, evolving their user experience...
Analyzing Your Bank’s Financial Statement Seminar
Understanding the financial performance of your bank is crucial in leading a high performing organization. This seminar assesses how the marketplace is affecting the bank and how bank management is...
Fraud Conference
Details coming soon!
BSA/AML Institute
Gain in-depth knowledge, resources, and peer networks to effectively manage your BSA/AML function or audit this function properly. This comprehensive training covers the primary requirements of...
BSA/AML Institute
The formal requirements for financial institution compliance under the Bank Secrecy Act (BSA) are significant. With the regulatory agencies committing to tougher and more inclusive BSA/AML...
BSA/AML Institute
The formal requirements for financial institution compliance under the Bank Secrecy Act (BSA) are significant. With the regulatory agencies committing to tougher and more inclusive BSA/AML...
What the 25% Interest Exclusion on Ag Real Estate Loans Means for Lenders
The 25% interest exclusion for agricultural real estate loans introduces both opportunities and complexities for ag lenders. This session breaks down how the exclusion works, who qualifies, and how...
Audit Institute
Meet your bank’s evolving needs, the expectations of the audit committee, and the examiners! Our curriculum will expand your knowledge of auditing and banking whether you are a veteran auditor or...
Bank Security Institute
Ensure the physical safety of your bank, staff, and customers. Cover everything from the basics of bank security to some situations you may not have even prepared for. Learn to address security...