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Webinar Presenter Topic Tags

Morale and Motivation for Supervisors: Keeping the Team Enthused About Their Job

Wednesday, May 16th, 2012 - 10:00 am

This workshop will teach you how to foster and sustain high employee morale and generate positive employee motivation.

Janice Branch Human Resources

Dealing with Appraisals: Compliance with New Standards

Thursday, May 17th, 2012 - 10:00 am

Do you know the requirements? We'll go in-depth on the details of the appraisal and valuation process, from both the lender and appraiser side of the game, to provide a thorough understanding of wh...

Carl Pry Compliance, Lending

Banking Risk: A Guide to Assessing Risk Strategically

Thursday, May 17th, 2012 - 1:30 pm

This webinar will help you avoid that kind of trouble by giving you the tools needed to improve your risk assessment skills and understanding.

Asaad Faquir Risk Management

RC-C Loan Codes for the Call Report

Tuesday, May 22nd, 2012 - 10:00 am

This webinar will help you learn the classification priority for reporting loan information correctly.

Ann Thomas Auditing, Lending

Compliance Perspectives: A Monthly Update

Tuesday, May 22nd, 2012 - 1:00 pm

A monthly webinar series to help you keep up with changes and deadlines in the compliance area.

Carl Pry Compliance

Spandex is a Privilege, Not a Right

Wednesday, May 23rd, 2012 - 10:00 am

This program will cover the practical and legal issues and the current trends in workplace appearance, and what you should and shouldn't do about it.

Bob Gregg Human Resources

Fraudulent Cashier's Checks

Wednesday, May 30th, 2012 - 10:00 am

This webinar will discuss the risks posed by fraudulent cashier's checks, whether your financial institution is the financial institution of first deposit or the alleged issuer.

Terri D. Thomas Security, Operations, Risk Management, Teller

Opening New Accounts II

Thursday, May 31st, 2012 - 10:00 am

In this two hour Webinar, we will investigate the types of business entities available in most states and who that "authority" person is to open the account and sign the resolutions.

Patrice Konarik Operations

Effective Use of Credit Risk Rating

Tuesday, June 5th, 2012 - 10:00 am

This course is designed to establish or improve the risk rating system within your financial institution.

Jeffery Johnson Lending

Roth IRA's and Conversion Roths

Tuesday, June 5th, 2012 - 1:30 pm

If you are looking at sorting out the "facts" from "fiction" regarding Roth IRAs, this is a "must attend" one hour Webinar.

Patrice Konarik IRA

The Do's and Don'ts of Signature Card Contracts

Wednesday, June 6th, 2012 - 10:00 am

These do's and don'ts may save your financial institution thousands of dollars in the future.

Deborah Crawford Compliance, Operations, Risk Management

Coaching & Confronting Sticky Situations

Wednesday, June 6th, 2012 - 1:30 pm

Are you ready to learn how to coach and confront sticky situations effectively?  Help is here.

Honey Shelton Human Resources

Electronic Transactions, Overdraft Fees and the Electronic Funds Transfer Act

Thursday, June 7th, 2012 - 10:00 am

Make sure to attend this important webinar to learn more about the Electronic Funds Transfer Act and Regulation E.

Terri D. Thomas Compliance, Operations

Safe Deposit The Fundamentals - 2012 Update

Tuesday, June 12th, 2012 - 10:00 am

Establish Correct Day to Day Procedures & Reduce Your Liability

David P. McGuinn Security, Operations, Risk Management

Counseling the Consumer I - Home Purchase Transactions: What You Need to Know

Wednesday, June 13th, 2012 - 10:00 am

This webinar course provides an overview to help retail branch personnel counsel their customers for mortgage financing in purchase transactions.

Thomas Pinkowish Compliance, Lending

Check Holds

Thursday, June 14th, 2012 - 10:00 am

This webinar focuses on Reg CC and Check Fraud.

Terri D. Thomas Operations

The World of RESPA: What Lessons Have We Learned?

Tuesday, June 19th, 2012 - 10:00 am

We'll discuss the legal landscape of RESPA and identify where the risks and challenges lie.

Carl Pry Compliance, Lending

Compliance Perspectives: A Monthly Update

Tuesday, June 19th, 2012 - 1:00 pm

A monthly webinar series to help you keep up with changes and deadlines in the compliance area.

Carl Pry Compliance

Counseling the Consumer II – Home Refinance Transactions: What You Need to Know

Wednesday, June 20th, 2012 - 10:00 am

This webinar course provides an overview to help retail branch personnel counsel their customers for mortgage financing in refinance transactions.

Thomas Pinkowish Compliance, Lending

FDIC Hot Spots – 10 Steps For Passing Your Next Compliance and Fair Lending Exam

Wednesday, June 20th, 2012 - 1:30 pm

Take two hours of your time to learn about the exam process and how to effectively prepare for your next exam.

Susan Costonis Compliance, Operations, Auditing, Lending, Risk Management

Background Screening, References and Pre-Employment Testing

Thursday, June 21st, 2012 - 1:30 pm

This program covers the employer's need for secure and effective hiring while avoiding improper practices.

Bob Gregg Human Resources, Risk Management

Analyzing Tax Returns for Mortgage Decisions

Tuesday, July 10th, 2012 - 10:00 am

This webinar is designed to give mortgage lenders a better grasp of tax returns and their importance in making quality loan decisions.

J.T. Turner Lending

Notary Public

Wednesday, July 11th, 2012 - 10:00 am

This two hour webinar is designed to provide notaries with the best practices for dealing with issues that are unique to the financial industry.

Terri D. Thomas Operations

Seven Habits of Effective Credit Administration in Commercial Banks

Thursday, July 12th, 2012 - 10:00 am

This course will address the factors you need to know to make a positive difference in the credit administration at your bank.

Jeffery Johnson

Salesmanship for the Lender

Thursday, July 12th, 2012 - 1:30 pm

Sales Formula 8-2-5.  8 Steps to Sales Success.  2 Key Habits.  5 Ways to Overcome Barriers.

Honey Shelton Sales, Lending

CRA Nuts & Bolts - How to Define an Assessment Area, Collect Data, and Pass the Exam

Tuesday, July 17th, 2012 - 1:30 pm

Our topic for the webinar will focus on several simple steps to ensure a successful CRA exam outcome.

Susan Costonis Compliance, Auditing, Lending, Risk Management

The 8 Keys to Teller Excellence

Tuesday, July 24th, 2012 - 10:00 am

This webinar is designed to develop alert, capable tellers who can minimize losses, follow explicit instructions and provide quality customer service.

Janice Branch Teller

Compliance Perspectives: A Monthly Update

Tuesday, July 24th, 2012 - 1:00 pm

A monthly webinar series to help you keep up with changes and deadlines in the compliance area.

Carl Pry Compliance

Is Your Email Sending the Right Message?

Wednesday, July 25th, 2012 - 1:30 pm

After participating in this engaging two-hour webinar, you will have a strategy for using email strategically in advancing the organization's objectives.

Philip Vassallo Customer Service, Human Resources, Computer Skills

Get Global: Understanding Global Cash Flow Analysis

Tuesday, August 7th, 2012 - 10:00 am

This course is designed to assist bankers in calculating cash flow utilizing the Uniform Cash Flow Analysis (UCA) method and to provide guidance in calculating Global Cash Flow Analysis.

Jeffery Johnson Operations, Lending

Avoiding Bank Liability in the Collection Process

Wednesday, August 8th, 2012 - 10:00 am

This webcast seminar will address all legal issues involved in the collection process.

Adam LaBoda Compliance, Lending, Risk Management

Handling Loan Applications - What can go wrong?

Tuesday, August 14th, 2012 - 1:30 pm

Join this fast-paced webinar to understand the application process with step-by-step instructions and actual examples.

Susan Costonis Compliance, Operations, Lending

Legal Liabilities when Check Fraud Occurs

Thursday, August 16th, 2012 - 10:00 am

This session will cover best practices for spotting and stopping fraud losses.

Terri D. Thomas Security, Operations, Risk Management, Teller

Customer Identification Program: Information, Identification and Verification Procedures

Thursday, August 23rd, 2012 - 10:00 am

You won't want to miss this program on identifying and updating your customer records and accounts.

Deborah Crawford Compliance, Operations

How to Use Business Resolutions and Authorizations to Protect Your Financial Institution

Wednesday, August 29th, 2012 - 10:00 am

Attend this webinar to know more about the ins and outs of resolutions and authorizations.

Terri D. Thomas Operations, Lending

Appraisal Review for Residential Mortgage Decisions

Thursday, August 30th, 2012 - 10:00 am

This webinar will give you an understanding of reviewing appraisals.

J.T. Turner Operations, Lending

Introduction to Financial Products

Tuesday, September 4th, 2012 - 10:00 am

This introduction will review products, characteristics, risk and potential return of investment vehicles.

J.T. Turner

Paper Checks, Remote Deposit Capture, ACH and Electronic Transfers

Wednesday, September 5th, 2012 - 10:00 am

This session will explain which law applies and the financial institution's liability under various types of paper and electronic transactions.

Adam LaBoda

Endorsements on Fiduciaries, Trusts, Estates and Business Accounts: Who is authorized to negotiate?

Thursday, September 6th, 2012 - 10:00 am

The questions of who can endorse these types of checks and how they should be endorsed will be addressed in this informative program.

Deborah Crawford

Writing an Effective Credit Memorandum

Tuesday, September 11th, 2012 - 10:00 am

The purpose of this course is to teach skills required to write an effective credit memorandum.

Jeffery Johnson

Dealing with Subpoenas, Summonses, Garnishments and Tax Levies

Wednesday, September 12th, 2012 - 1:30 pm

By attending this webinar, you will learn how to effectively deal with these documents and the parties who serve them upon you.

Terri D. Thomas

Reporting your Consumer Credit Information, E-OSCAR, METRO2, and Your FACTA Audit

Wednesday, September 19th, 2012 - 1:30 pm
Whether you report to one or all four of the National Credit Reporting Agencies (CRA), you are required to comply with the Fair Credit Reporting Act and the FACTA amendment. We will review FACTA Secti...
Greg Souther

TOPIC TO BE DETERMINED

Thursday, September 20th, 2012 - 10:00 am
Additional information will be provided.
David P. McGuinn

Preparing for an FDIC Compliance and CRA Exam

Tuesday, September 25th, 2012 - 10:00 am

Our topic for the webinar will focus on several simple steps to ensure a successful CRA exam outcome.

Susan Costonis

Power of Attorney

Thursday, September 27th, 2012 - 10:00 am

This two hour presentation is designed to provide financial institution personnel with the best practices that can be used in dealing with these complex legal documents.

Terri D. Thomas

Call Report Update for Banks

Thursday, September 27th, 2012 - 1:30 pm

The webinar will cover the 2012 revisions and recently approved changes to the call report, as well as updates due to revisions in accounting standards, other areas of concern, and common errors ma...

Ann Thomas

Consumer and Business Account Ownership

Tuesday, October 2nd, 2012 - 10:00 am

In this detailed two-hour webinar you will learn the difference between the account ownership choices.

Patrice Konarik

Ratio Analysis

Thursday, October 4th, 2012 - 10:00 am

The purpose of this course is to expose the participant to the five vital signs of any organization and the required ratios to identify them.

Jeffery Johnson

Loan Origination

Tuesday, October 9th, 2012 - 10:00 am

This webinar is designed to share marketing ideas specifically designed for loan originators, to help them better promote themselves, their products and their company.

J.T. Turner

Opening Trust Accounts

Thursday, October 11th, 2012 - 10:00 am

This two hour webinar will delve into the responsibilities of collecting the correct documentation, titling the account correctly, choosing the correct ownership and allowing proper access to t...

Patrice Konarik

Developing a Risk-Based Audit Program

Tuesday, October 16th, 2012 - 10:00 am
Additional information will be provided.
Susan Costonis

Successful Collections: Scripting to Collect in Full !!!!

Wednesday, October 17th, 2012 - 1:30 pm
Additional information will be provided.
Greg Souther

SSNs, EINs and ITINs: Understanding our Job as a Withholding Agent

Tuesday, October 30th, 2012 - 10:00 am

In this program we will review taxpayer identification numbers and W-9 and W-8BEN requirements.

Deborah Crawford

Business Accounts: Authority and Liability

Thursday, November 1st, 2012 - 10:00 am

There are many types of business accounts with many different ways to do business at our financial institution's today. Understanding authority on the different types of business accounts may keep ...

Deborah Crawford

IRA Basics

Thursday, November 8th, 2012 - 10:00 am

The goal of this basic Webinar is to start at the beginning of "What is an IRA?" Who can have an IRA? How much can they contribute?

Patrice Konarik

Early Warning Signs of Problem Loans

Tuesday, November 13th, 2012 - 10:00 am

The purpose of this course is to assist bankers in recognizing the early warning signs of a deteriorating loan.

Jeffery Johnson

IRA: Beyond the Basics

Thursday, November 15th, 2012 - 10:00 am

Building on the knowledge you already have, in this session we will cover some of the more complicated areas of IRAs.

Patrice Konarik

Staying Up-To-Date with BSA & OFAC: Training for the Frontline

Tuesday, November 20th, 2012 - 1:30 pm

This webinar will provide an update of the BSA and OFAC regulations, as well as a review of the common mistakes bankers make in attempting to comply with the complicated requirements.

Terri D. Thomas

Compliance Perspectives

Friday, November 30th, 2012 - 1:00 pm

A monthly webinar series to help you keep up with changes and deadlines in the compliance area.

Carl Pry

Developing a Risk-Based Compliance Management System

Tuesday, December 4th, 2012 - 1:30 pm
Additional information will be provided.
Susan Costonis

Understanding Letters of Credit

Wednesday, December 5th, 2012 - 10:00 am

This webinar will discuss everything you need to know pertaining to Letters of Credit.

Terri D. Thomas

Accounting Principals for Lenders

Tuesday, December 11th, 2012 - 10:00 am

The purpose of this webinar is to expose the participant to the flow of accounting from identifying economic events and how they are reported in financial statements.

Jeffery Johnson

Check Holds

Thursday, December 13th, 2012 - 10:00 am

This webinar focuses on Reg CC and Check Fraud.

Terri D. Thomas

IRA Audit

Tuesday, December 18th, 2012 - 10:00 am

This IRA webinar will focus on forms, IRS Reporting, and common IRA mistakes.

Patrice Konarik

TOPIC TO BE DETERMINED

Thursday, December 20th, 2012 - 10:00 am
Additional information will be provided.
David P. McGuinn

Compliance Perspectives: A Monthly Update

Monday, December 31st, 2012 - 1:00 pm

A monthly webinar series to help you keep up with changes and deadlines in the compliance area.

Carl Pry Compliance
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