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Since 1997, our goal is to be "The Solution To Your Training Needs!" We provide Live and Web-based training and consulting services to Financial Institutions in areas of Lending, Management, and Compliance. We work closely with State and National Trade Associations providing Leadership Training, Seminars, and Webinars to their members. Please view the specific topics in our drop down menus above. If interested in a particular program, please contact us today for more information or a free quote.

We Want To Be The Solution To Your Training Needs!









Upcoming Webinars

Train your entire staff for as little as
$255 per webinar.


How to Improve Your Disaster Recovery Plan and Avoid a Disastrous Recovery
(Thursday, January 26th, 2012)
Email us for the Live Webinar!
Email us for the Recorded Webinar!

Basic Cash Flow Analysis
(Tuesday, January 31st, 2012)
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Email us for the Recorded Webinar!

The Do's and Don'ts of Signature Card Contracts
(Thursday, February 2nd, 2012)
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Email us for the Recorded Webinar!

Lending to Non-Profit Organizations
(Thursday, February 2nd, 2012)
Email us for the Live Webinar!
Email us for the Recorded Webinar!

Avoiding Safe Deposit Lawsuits
(Tuesday, February 7th, 2012)
Email us for the Live Webinar!
Email us for the Recorded Webinar!

Notary Public
(Wednesday, February 8th, 2012)
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Email us for the Recorded Webinar!

Ten Things to Look For When Analyzing Balance Sheets
(Thursday, February 9th, 2012)
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Email us for the Recorded Webinar!

Start Coaching & Stop Hovering Over the Teller Line
(Wednesday, February 15th, 2012)
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Robbery Prevention, Apprehension, and Recovery
(Thursday, February 16th, 2012)
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Email us for the Recorded Webinar!

BSA/AML & OFAC Compliance - Recent Developments and Examiner Emphasis
(Tuesday, February 21st, 2012)
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Email us for the Recorded Webinar!

Compliance Perspectives: A Monthly Update
(Tuesday, February 21st, 2012)
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400,000 Reasons to get HMDA Reporting "right" in 2012!
(Wednesday, February 22nd, 2012)
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Email us for the Recorded Webinar!

Ten Things to Look For When Analyzing Profit and Loss Statements
(Thursday, February 23rd, 2012)
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Email us for the Recorded Webinar!

Call Report for Banks - Recent Changes, Highlights, and Pitfalls
(Tuesday, February 28th, 2012)
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Email us for the Recorded Webinar!

Power of Attorney & Living Trust Documents
(Wednesday, February 29th, 2012)
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Email us for the Recorded Webinar!

We accept:















Recorded Webinars

Weblink Access of Live Webinar $225
Pick any two any receive a 10% discount!


CD-ROMs are $255
Pick any two any receive a 10% discount!

A full set of handouts and
instructions with each CD or Weblink Access!


Credit Reports, Credit Scores, & Preventing Application Fraud
Email us and we'll send you the CD!
Email us for the Weblink Access!

Call Report Preparation for Beginners
Email us and we'll send you the CD!
Email us for the Weblink Access!

The New Adverse Action Notices and Reg B: Compliance Date July 21, 2011
Email us and we'll send you the CD!
Email us for the Weblink Access!

Reporting Your Company's Credit Data, E-OSCAR & Compliance
Email us and we'll send you the CD!
Email us for the Weblink Access!

Risk Based Pricing - FACTA Section Act 311 Compliance: Deadline Jan 1, 2011
Email us and we'll send you the CD!
Email us for the Weblink Access!

Armed Robbery: Preventing & Being in Regulatory Compliance!
Email us and we'll send you the CD!
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Section 312 FACT Act Integrity & Accuracy Compliance: Deadline July 1, 2010
Email us and we'll send you the CD!
Email us for the Weblink Access!

Bankruptcy: How the Law will affect Your Financial Institution's Mortgages
Email us and we'll send you the CD!
Email us for the Weblink Access!

Successful Collections: Scripting to Collect in Full !!!!
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Foreclosure: A Lender's Guide From Prevention to Recovery!
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Email us for the Weblink Access!

FACING FACTA & RED FLAG Compliance - Surviving Your Audit
Email us and we'll send you the CD!
Email us for the Weblink Access!

Credit, Collection, & Compliance During a Down Market
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Effective Billing Collecting - Facing FACTA Red Flag Compliance
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We accept:
Consumer Lending School

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