Order online or Call us at
1-888-842-2408, ext 1!



One price to train all your staff
and earn CE Credits!

Webinars


Mobile Banking Compliance
(Wednesday, September 17, 2014 - 2:00 PM - 3:30 PM ET)
2.5 CE Credits
Email us to Register!
Presented By: Brandy Lalla

Managing Healthcare Collections: Keys to Running a Successful Healthcare System
(Wednesday, September 17, 2014 - 1:00 - 2:00 pm ET)
CLE, CPE, HFMA, NASBA
Email us to Register!
Presented By: Kathryn M. Stalmack

Preparing Lending Schedules for Call Reporting
(Thursday, September 18, 2014 - 1:00 - 2:30 pm ET)
CBC, CLE, CPE, NASBA
Email us to Register!
Presented By: Russell C. Dysart

Enterprise Risk Management: Implementing a Workable Program
(Thursday, September 18, 2014 - 2:00 PM - 3:30 PM ET)
2.5 CE Credits
Email us to Register!
Presented By: Brandy Lalla

Payroll Tax and Reporting Obligations for Nonstandard Wage Payments
(Monday, September 22, 2014 - 1:00 - 2:30 pm ET)
CPE, AIPB, HRPD, NASBA, CPP/FPC, HR Certification Institute
Email us to Register!
Presented By: Edward James Leyden, Esq.

First Impressions - New Customer Onboarding Strategies
(Tuesday, September 23, 2014 - 11:00 am - 1:00 pm ET)
2.5 CE Credits
Email us to Register!
Presented By: Debra Bish

10 Steps For Passing Your Next Compliance and Fair Lending Exam
(Tuesday, September 23, 2014 - 2:00 pm - 3:30 pm ET)
2.5 CE Credits
Email us to Register!
Presented By: Susan Costonis

Commercial Construction Lending
(Tuesday, September 23, 2014 - 2:30 pm - 4:30 pm ET)
2.5 CE Credits
Email us to Register!
Presented By: Dana Sumner

Auditing Deposit Compliance: Laying the Foundation
(Wednesday, September 24, 2014 - 2:00 PM - 3:30 PM ET)
2.5 CE Credits
Email us to Register!
Presented By: Brandy Lalla

Morale and Motivation for Supervisors: Keeping the Team Enthused About Their Job
(Wednesday, September 24, 2014 - 2:30 pm - 4:30 pm ET)
2.5 CE Credits
Email us to Register!
Presented By: Janice Branch

Sixty (60) Steps for Properly Handling Delinquent and Abandoned Safe Deposit Boxes (2014 Update)
(Wednesday, September 24, 2014 - 11:00 am - 1:00 pm ET)
2.5 CE Credits
Email us to Register!
Presented By: David P. McGuinn

Payroll Overpayment Challenges: Legal and Practical Implications
(Wednesday, September 24, 2014 - 1:00 - 2:30 pm ET)
CLE, CPE, AIPB, HRPD, NASBA, CPP/FPC, HR Certification Institute
Email us to Register!
Presented By: Dayna J. Reum, CPP, FPC

Regulation CC Examination Manual: Making It Work for You
(Thursday, September 25, 2014 - 2:00 PM - 3:30 PM ET)
2.5 CE Credits
Email us to Register!
Presented By: Brandy Lalla

Legal Liabilities when Check Fraud Occurs
(Thursday, September 25, 2014 - 11:00 am - 1:00 pm ET)
2.5 CFSSP & CRCM Credits
Email us to Register!
Presented By: Terri D. Thomas

Business Development Strategies for Lenders
(Thursday, September 25, 2014 - 2:30 pm - 4:30 pm ET)
2.5 CE Credits
Email us to Register!
Presented By: Honey Shelton

BSA Series: NRAs, FACTA, OFAC and Other International Issues
(Friday, September 26, 2014 - 11:00 am - 1:00 pm ET)
2.5 CE Credits
Email us to Register!
Presented By: Deborah Crawford

BSA Series: NRAs, FATCA, OFAC and Other International Issues
(Friday, September 26, 2014 - 11:00 am - 1:00 pm ET)
2.5 CE Credits
Email us to Register!
Presented By: Deborah Crawford

Learning From Past Mistakes: The Value of Construction Risk Management
(Tuesday, September 30, 2014 - 1:00 - 2:00 pm ET)
CBC, CPE, NASBA
Email us to Register!
Presented By: Joseph (Joey) Bonin, Jr.

Using Payroll Audits to Detect Errors and Fraud
(Wednesday, October 1, 2014 - 1:00 - 2:30 pm ET)
CAC, CLE, CPE, AIPB, HRPD, NASBA, CPP/FPC, HR Certification Institute
Email us to Register!
Presented By: Jeffrey G. Matthews, CPA, CFE

Regulation E Examination Manual: Making It Work for You
(Thursday, October 2, 2014 - 2:00 PM - 3:30 PM ET)
2.5 CE Credits
Email us to Register!
Presented By: Brandy Lalla

IRAs: The Basics
(Thursday, October 2, 2014 - 11:00 am - 1:00 pm ET)
2.5 CE Credits
Email us to Register!
Presented By: Patrice Konarik

Opening Trust Accounts: Documenting Authority and Liability
(Thursday, October 2, 2014 - 2:30 pm - 4:30 pm ET)
2.5 CE Credits
Email us to Register!
Presented By: Deborah Crawford

Build a No-Excuses Sales Environment
(Monday, October 6, 2014 - 1:00 pm - 2:00 pm ET)
1.25 CE Credits
Email us to Register!
Presented By: Anthony Cole

Analyzing Tax Returns for Mortgage Decisions
(Tuesday, October 7, 2014 - 11:00 am - 1:00 pm ET)
2.5 CLBB credits
Email us to Register!
Presented By: J.T. Turner

Reg E Compliance – How Expensive is a Mistake?
(Tuesday, October 7, 2014 - 2:00 pm - 3:30 pm ET)
2.5 CE Credits
Email us to Register!
Presented By: Susan Costonis

The Volcker Rule: Ensure Your Bank is Compliant
(Tuesday, October 7, 2014 - 1:00 - 2:30 pm ET)
CBC, CLE, CPE, NASBA, Bankers
Email us to Register!
Presented By: Frank A. Mayer, III

UDAAP Compliance for the Frontline
(Wednesday, October 8, 2014 - 2:00 PM - 3:30 PM ET)
2.5 CE credits
Email us to Register!
Presented By: Brandy Lalla

Top 10 HMDA Reporting Mistakes
(Wednesday, October 8, 2014 - 2:30 pm - 4:30 pm ET)
2.5 CE Credits
Email us to Register!
Presented By: Susan Costonis

The 8 Keys to Teller Excellence
(Thursday, October 9, 2014 - 2:30 pm - 4:30 pm ET)
2.5 CBT credits
Email us to Register!
Presented By: Janice Branch

Collecting Your FI's Past Due Accounts in 2014 under the New CFPB/UDAAP Requirements: Will You Be Ready?
(Thursday, October 9, 2014 - 2:00 PM - 4:00 PM ET)
2.5 CE Credits
Email us to Register!
Presented By: Greg Souther

Making The Transition - Consumer Lender To Commercial Lender
(Thursday, October 9, 2014 - 11:00 am - 1:00 pm ET)
2.5 CE Credits
Email us to Register!
Presented By: John Baptista, Jr.

Forbearance Agreement Fundamentals
(Thursday, October 9, 2014 - 1:00 - 2:30 pm ET)
CAC, CLE, CPE, NASBA
Email us to Register!
Presented By: Todd Ransom

Regulation CC: Update and Review of Final Rules
(Sunday, October 12, 2014 - 2:00 PM - 3:30 PM ET)
2.5 CE Credits
Email us to Register!
Presented By: Deborah Crawford

Understanding and Using Credit Scores, Adverse Action Notices, & FCRA/FACTA Compliance
(Tuesday, October 14, 2014 - 2:00 PM - 3:30 PM ET)
2.5 CE Credits
Email us to Register!
Presented By: Greg Souther

E-Payments Compliance: Complying to Auditor’s Standards
(Wednesday, October 15, 2014 - 2:00 PM - 3:30 PM ET)
2.5 CE Credits
Email us to Register!
Presented By: Brent Meyers

Reporting Your Credit Data, E-OSCAR, METRO2, FCRA/FACTA & CFPB Compliance
(Wednesday, October 15, 2014 - 2:30 pm - 4:30 pm ET)
2.5 CE Credits
Email us to Register!
Presented By: Greg Souther

Telephone Collections: Dos and Don'ts
(Wednesday, October 15, 2014 - 1:00 - 2:00 pm ET)
CBC, CLE, CPE, NASBA
Email us to Register!
Presented By: Jeanne L. Zimmer

Notary Public
(Thursday, October 16, 2014 - 2:30 pm - 4:30 pm ET)
2.5 CPB credits
Email us to Register!
Presented By: Terri D. Thomas

IRAs: Beyond the Basics - Huge "Rollovers" Rule Change
(Thursday, October 16, 2014 - 11:00 am - 1:00 pm ET)
2.5 CE Credits
Email us to Register!
Presented By: Patrice Konarik

Compliance Perspectives: A Monthly Update
(Tuesday, October 21, 2014 - 2:00 pm - 3:00 pm ET)
1.25 CRCM Credits
Email us to Register!
Presented By: Carl Pry

Customer Complaints: Hidden Opportunities to Improve Your Compliance Management System
(Tuesday, October 21, 2014 - 2:00 PM - 3:30 PM ET)
2.5 CE Credits
Email us to Register!
Presented By: Brandy Lalla

Ratio Analysis to Determine Financial Strength
(Tuesday, October 21, 2014 - 11:00 am - 1:00 pm ET)
2.5 CE Credits
Email us to Register!
Presented By: Jeffery Johnson

Understanding and Managing Developing Risks in Electronic Banking and Payments Under the UCC Article 4A and ACH Transactions
(Tuesday, October 21, 2014 - 1:00 - 2:30 pm ET)
CBC, CLE, CPE, NASBA
Email us to Register!
Presented By: Cynthia J. Thompson

Compliance Perspectives: A Monthly Update
(Tuesday, October 21, 2014 - 2:00 pm - 3:00 pm ET)
1.25 CRCM Credits
Email us to Register!
Presented By: Carl Pry

Health Care Reform Update: 2014 Benefits, Income Taxes, and Other Payroll Changes
(Wednesday, October 22, 2014 - 1:00 - 2:30 pm ET)
CAC, CPE, AIPB, HRPD, NASBA, CPP/FPC, HR Certification Institute
Email us to Register!
Presented By: Stephen A. Mehaffey, J.D., CPA

Mortgage Servicing Compliance: Meeting Extensive New Regulatory Expectations
(Wednesday, October 22, 2014 - 11:00 am - 1:00 pm ET)
2.5 CE Credits
Email us to Register!
Presented By: Carl Pry

Branch Signage Compliance: Your One Stop Sign Shop
(Wednesday, October 22, 2014 - 2:00 PM - 3:30 PM ET)
2.5 CE Credits
Email us to Register!
Presented By: Brandy Lalla

Commercial Loan Documentation
(Thursday, October 23, 2014 - 1:00 - 2:30 pm ET)
CBC, CLE, CPE, NASBA
Email us to Register!
Presented By: Douglas S. Gosden

CRA Game Plan
(Thursday, October 23, 2014 - 2:00 PM - 3:30 PM ET)
2.5 CE Credits
Email us to Register!
Presented By: Susan Costonis

Social Media Compliance: What’s Your Bank’s Risk in 2014?
(Thursday, October 23, 2014 - 2:00 PM - 3:30 PM ET)
2.5 CE Credits
Email us to Register!
Presented By: Brandy Lalla

Successful Collections: Scripting to Collect in Full & Meet Regulatory Requirements
(Thursday, October 23, 2014 - 2:30 pm - 4:30 pm ET)
2.5 CE Credits
Email us to Register!
Presented By: Greg Souther

Currency Transaction Reporting: Line by Line
(Thursday, October 23, 2014 - 11:00 am - 1:00 pm ET)
2.5 CE Credits
Email us to Register!
Presented By: Christy Crawford

UDAAP for the Board
(Tuesday, October 28, 2014 - 11:00 am - 1:00 pm ET)
2.5 CE Credits
Email us to Register!
Presented By: Susan Costonis

The 8 Keys to Teller Excellence
(Tuesday, October 28, 2014 - 2:30 pm - 4:30 pm ET)
2.5 CBT credits
Email us to Register!
Presented By: Janice Branch

How to Write an Effective Credit Policy
(Tuesday, October 28, 2014 - 1:00 - 2:00 pm ET)
CBC, CLE, CPE, NASBA
Email us to Register!
Presented By: Peter W. Jaworski

Status Classification: Exempt vs. Nonexempt
(Wednesday, October 29, 2014 - 1:00 - 2:30 pm ET)
CAC, CLE, CPE, AIPB, HRPD, NASBA, CPP/FPC, HR Certification Institute
Email us to Register!
Presented By: Michael A. Pavlick

IRAs: Way Beyond the Basics - Beneficiaries and Distributions
(Thursday, October 30, 2014 - 11:00 am - 1:00 pm ET)
2.5 CE Credits
Email us to Register!
Presented By: Patrice Konarik

Payroll: Preparing for Year-End
(Monday, November 3, 2014 - 1:00 - 2:30 pm ET)
CPE, AIPB, HRPD, NASBA, CPP/FPC, HR Certification Institute
Email us to Register!
Presented By: Mary H. Angelbeck

Business Writing for Financial Professionals
(Tuesday, November 4, 2014 - 2:30 pm - 4:30 pm ET)
2.5 CE Credits
Email us to Register!

Fair Lending Issues in Indirect Lending
(Tuesday, November 4, 2014 - 2:00 pm - 3:30 pm ET)
2.5 CE Credits
Email us to Register!
Presented By: Susan Costonis

Flood Insurance - Fact or Fiction? What do you need to know?
(Wednesday, November 5, 2014 - 2:30 pm - 4:30 pm ET)
2.5 CE Credits
Email us to Register!
Presented By: Susan Costonis

Mobile Banking: Banking Without Borders
(Wednesday, November 5, 2014 - 1:00 - 2:30 pm ET)
CBC, CLE, CPE, NASBA
Email us to Register!
Presented By: Jason Kuwayama

Mortgage Foreclosure and Loan Collection
(Thursday, November 6, 2014 - 2:30 pm - 4:30 pm ET)
2.5 CE Credits
Email us to Register!

Skip Tracing and Locating Assets Techniques
(Thursday, November 6, 2014 - 1:00 - 2:00 pm ET)
CBC, CLE, CPE, NASBA
Email us to Register!
Presented By: Patrick McPherson

Five Reasons to Complete BSA Training for Lenders
(Thursday, November 6, 2014 - 11:00 am - 1:00 pm ET)
2.5 CE Credits
Email us to Register!
Presented By: Susan Costonis

Mobile Banking Compliance
(Thursday, November 6, 2014 - 2:00 PM - 3:30 PM ET)
2.5 CE Credits
Email us to Register!
Presented By: Brandy Lalla

High Performance Homes and Appraisal Assignments
(Monday, November 10, 2014 - 1:00 - 2:30 pm ET)
CBC, CLE
Email us to Register!
Presented By: Fiona Douglas-Hamilton

8-Step No Fail Phone Call Approach
(Monday, November 10, 2014 - 1:00 pm - 2:00 pm ET)
1.25 CE Credits
Email us to Register!
Presented By: Walt Gerano

BSA Series: New Customer Due Diligence Requirements and Enhanced Due Diligence
(Wednesday, November 12, 2014 - 2:30 pm - 4:30 pm ET)
2.5 CE Credits
Email us to Register!
Presented By: Deborah Crawford

Online Collection Strategies in the New Age of CFPB Oversight
(Wednesday, November 12, 2014 - 1:00 - 2:00 pm ET)
CBC, CLE, CPE, NASBA
Email us to Register!
Presented By: Rozanne M. Andersen

Deposit Compliance Disclosures: Who Gets What, When, and How
(Wednesday, November 12, 2014 - 2:00 PM - 3:30 PM ET)
2.5 CE Credits
Email us to Register!
Presented By: Brandy Lalla

Board of Director Training: Deposit and Bank Secrecy Act Compliance
(Thursday, November 13, 2014 - 2:00 PM - 3:30 PM ET)
2.5 CE Credits
Email us to Register!
Presented By: Brandy Lalla

Improving Employee Performance in Everyday Work Situations & Reviews
(Thursday, November 13, 2014 - 2:30 pm - 4:30 pm ET)
2.5 CE Credits
Email us to Register!
Presented By: Ross Blake

SBA Loan Guarantees: Current Purchase Issues and Complexities
(Thursday, November 13, 2014 - 1:00 - 2:30 pm ET)
CAC, CBC, CLE, CPE, NASBA
Email us to Register!
Presented By: Jonathan E. Raulston

Same-Sex Spouses and Domestic Partners:Benefits and Taxes
(Thursday, November 13, 2014 - 1:00 - 2:30 pm ET)
CLE, CPE, AIPB, HRPD, NASBA, CPP/FPC, HR Certification Institute
Email us to Register!
Presented By: Jamison Klang

IRA Audit and Compliance
(Thursday, November 13, 2014 - 11:00 am - 1:00 pm ET)
2.50 CISP, 2.50 CRSP, 2.50 CTFA credits
Email us to Register!
Presented By: Patrice Konarik

Reporting Your Credit Data, METRO2, E-OSCAR, & FCRA/FACTA, & CFPB Compliance
(Tuesday, November 18, 2014 - 2:00 PM - 3:30 PM ET)
2.5 CE Credits
Email us to Register!
Presented By: Greg Souther

Effective Use of Credit Risk Rating
(Tuesday, November 18, 2014 - 11:00 am - 1:00 pm ET)
2.5 CLBB credits
Email us to Register!
Presented By: Jeffery Johnson

Due Diligence Considerations for Participation Loans
(Tuesday, November 18, 2014 - 1:00 - 2:30 pm ET)
CBC, CLE, CPE, NASBA
Email us to Register!
Presented By: William R. Wyatt

Hot Wage and Hour Issues: Overtime Concerns With Remote Access and Mobile Devices
(Tuesday, November 18, 2014 - 1:00 - 2:30 pm ET)
CAC, CLE, CPE, AIPB, HRPD, NASBA, CPP/FPC, HR Certification Institute
Email us to Register!
Presented By: Patrick M. Madden

Compliance Perspectives
(Tuesday, November 18, 2014 - 2:00 pm - 3:00 pm ET)
1.25 CRCM Credits
Email us to Register!
Presented By: Carl Pry

Safe Deposit Boxes - 40 Million Reasons to Follow Proper Procedures
(Wednesday, November 19, 2014 - 11:00 am - 1:00 pm ET)
2.5 CE Credits
Email us to Register!
Presented By: David P. McGuinn

Successful Collections: Scripting to Collect in Full & Meet Regulatory Requirements
(Wednesday, November 19, 2014 - 2:30 pm - 4:30 pm ET)
2.5 CE Credits
Email us to Register!
Presented By: Greg Souther

UDAAP Compliance: Successfully Managing the Risk
(Thursday, November 20, 2014 - 2:00 PM - 3:30 PM ET)
2.5 CE Credits
Email us to Register!
Presented By: Brandy Lalla

What to Do When a Customer Dies
(Thursday, November 20, 2014 - 2:30 pm - 4:30 pm ET)
2.5 CCSR and CPB credits.
Email us to Register!
Presented By: Terri D. Thomas

Hot Topics in Native American Financing 2014
(Thursday, November 20, 2014 - 1:00 - 2:30 pm ET)
CBC, CLE, CPE, NASBA
Email us to Register!
Presented By: Wilda Wahpepah

The 10 Must-Have Skills for Customer Service Success
(Tuesday, December 2, 2014 - 2:30 pm - 4:30 pm ET)
2.5 CE Credits
Email us to Register!
Presented By: Janice Branch

Handling Loan Applications - What can go wrong?
(Tuesday, December 2, 2014 - 2:00 pm - 3:30 pm ET)
2.5 CE Credits
Email us to Register!
Presented By: Susan Costonis

Regulation DD Examination Manual: Making It Work for You
(Wednesday, December 3, 2014 - 2:00 PM - 3:30 PM ET)
2.5 CE Credits
Email us to Register!
Presented By: Brandy Lalla

Robbery Procedures, Counterfeit and Fraudulent Items
(Wednesday, December 3, 2014 - 11:00 am - 1:00 pm ET)
2.5 CE Credits
Email us to Register!
Presented By: Christy Crawford

An Employer's Tax Guide to Paying Employees Gifts, Business Expenses, Fringe Benefits and More
(Wednesday, December 3, 2014 - 1:00 - 2:30 pm ET)
CAC, CPE, HRPD, NASBA, CPP/FPC, HR Certification Institute
Email us to Register!
Presented By: William Hays Weissman

Commercial Loan Stress Testing Fundamentals - Community Banks to CCAR Banks
(Wednesday, December 3, 2014 - 1:00 - 2:00 pm ET)
CBC, CPE, NASBA
Email us to Register!
Presented By: Peter L. Cherpack

Protecting Customer Information: Training For Your Workforce
(Thursday, December 4, 2014 - 2:00 PM - 3:30 PM ET)
2.5 CE Credits
Email us to Register!
Presented By: Brandy Lalla

Top Ten Mistakes on Deposit Compliance Exams
(Thursday, December 4, 2014 - 2:30 pm - 4:30 pm ET)
2.5 CE Credits
Email us to Register!
Presented By: Susan Costonis

Writing High-Impact Executive Summaries
(Monday, December 8, 2014 - 2:30 pm - 4:30 pm ET)
2.5 CE Credits
Email us to Register!

Scripting the New Account Interview for Compliance
(Tuesday, December 9, 2014 - 11:00 am - 1:00 pm ET)
2.5 CE Credits
Email us to Register!
Presented By: Deborah Crawford

Half a Million Reasons to get HMDA Reporting "right" in 2014!
(Tuesday, December 9, 2014 - 2:00 pm - 3:30 pm ET)
2.5 CE Credits
Email us to Register!
Presented By: Susan Costonis

Your FCRA Exam, Your Agency & the CFPB - How to Prepare
(Wednesday, December 10, 2014 - 2:00 PM - 3:30 PM ET)
2.5 CE Credits
Email us to Register!
Presented By: Greg Souther

BSA Red Flags for Money Laundering
(Thursday, December 11, 2014 - 11:00 am - 1:00 pm ET)
2.5 CE Credits
Email us to Register!
Presented By: Christy Crawford

Establishing an Enterprise Risk Management Program
(Thursday, December 11, 2014 - 2:30 pm - 4:30 pm ET)
2.5 CE Credits
Email us to Register!

Compliance Perspectives: A Monthly Update
(Tuesday, December 16, 2014 - 2:00 pm - 3:00 pm ET)
1.25 CRCM Credits
Email us to Register!
Presented By: Carl Pry

Board of Director Training: Lending Compliance
(Tuesday, December 16, 2014 - 2:00 PM - 3:30 PM ET)
2.5 CE Credits
Email us to Register!
Presented By: Brandy Lalla

BSA for the Frontline
(Wednesday, December 17, 2014 - 11:00 am - 1:00 pm ET)
2.5 CE Credits
Email us to Register!
Presented By: Christy Crawford

Opening Deposit Accounts: Types of ID
(Thursday, December 18, 2014 - 11:00 am - 1:00 pm ET)
2.5 CE Credits
Email us to Register!
Presented By: Christy Crawford

ALERT! New W-8BEN, W-8BENE and W-9
(Thursday, December 18, 2014 - 2:30 pm - 4:30 pm ET)
2.5 CE Credits
Email us to Register!
Presented By: Deborah Crawford
We accept:

Calendar


Testimonials

Thank you, it was very helpful.
--Deborah K.
The First State Bank

Thank you for all the work you put into the webinar it was very informative.

--Bob M.
Wayrest FCU

I enjoyed your webinar and felt like I gained a lot of insight from it. Thank you.

--Holly B.
AIU Bank & Loan

Your presentation is very informative and will be useful.

Thanks

--Sammy S.
Fifth Third Bank

I did find your webinar most helpful.
Thank you very much!

--Ella P.
Illionois National Bank

I enjoyed your webinar and felt like I gained a lot of insight from it. Thank you.
--Susan S.
Guaranty Bank

I heard your webinar on “Reporting your Credit Data” on 04-30-14 which was very informative and presented in a simple and understandable way
--Ylva J.
Balboa Thrift & Loan