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Webinars


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

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

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
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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
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Presented By: Christy Crawford

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

CRA Game Plan
(Thursday, October 23, 2014 - 2:00 PM - 3:30 PM ET)
2.5 CE Credits
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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
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Presented By: Brandy Lalla

Mortgage Servicing Compliance: Meeting Extensive New Regulatory Expectations
(Thursday, October 23, 2014 - 2:30 pm - 4:30 pm ET)
2.5 CE Credits
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Presented By: Carl Pry

The 8 Keys to Teller Excellence
(Tuesday, October 28, 2014 - 2:30 pm - 4:30 pm ET)
2.5 CBT credits
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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
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Presented By: Peter W. Jaworski

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

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
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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
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Presented By: Patrice Konarik

Building a Profitable Payroll Business
(Thursday, October 30, 2014 - 1:00 - 2:00 pm ET)
Email us to Register!
Presented By: Eric Schultz

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

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

Business Writing for Financial Professionals
(Tuesday, November 4, 2014 - 2:30 pm - 4:30 pm ET)
2.5 CE Credits
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Dealing with Appraisals
(Tuesday, November 4, 2014 - 11:00 am - 1:00 pm ET)
2.5 CLBB & CRCM credits
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Presented By: Carl Pry

The Four C's of Exceptional Supervision - Conveying, Coaching, Correcting and Celebrating
(Wednesday, November 5, 2014 - 11:00 am - 1:00 pm ET)
2.5 CE Credits
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Presented By: Honey Shelton

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

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
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Presented By: Susan Costonis

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

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

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

Mortgage Foreclosure and Loan Collection
(Thursday, November 6, 2014 - 2:30 pm - 4:30 pm ET)
2.5 CE Credits
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Presented By: Douglas Waldorf

Robbery and Security Training
(Thursday, November 6, 2014 - 11 am - 12:20 pm ET)
2.5 CE Credits
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Presented By: Christy Crawford

Excel Explained: Charts
(Friday, November 7, 2014 - 11:00 am - 1:00 pm ET)
2.5 CE Credits
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Presented By: David Ringstrom

High Performance Homes and Appraisal Assignments
(Monday, November 10, 2014 - 1:00 - 2:30 pm ET)
CBC, CLE
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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
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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
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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
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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
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Presented By: Brandy Lalla

Using Personal Tax Returns for Global Cashflow: What's Cashflow and What Isn't
(Wednesday, November 12, 2014 - 11:00 am - 1:00 pm ET)
2.5 CE Credits
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Presented By: Vin DiCara

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
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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
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Presented By: Ross Blake

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
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Presented By: Jamison Klang

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

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
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Presented By: Patrice Konarik

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

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
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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
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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
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Presented By: Carl Pry

Compliance Perspectives: A Monthly Update
(Tuesday, November 18, 2014 - 2:00 pm - 3:00 pm ET)
1.25 CRCM Credits
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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
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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
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Presented By: Greg Souther

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

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

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

Employment Records and How to Keep Them
(Thursday, November 20, 2014 - 11:00 am - 1:00 pm ET)
2.5 CE Credits
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Presented By: Bob Gregg

The 10 Must-Have Skills for Customer Service Success
(Tuesday, December 2, 2014 - 2:30 pm - 4:30 pm ET)
2.5 CE Credits
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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
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Presented By: Susan Costonis

10 Steps For Passing Your Next Compliance and Fair Lending Exam
(Exact Date TBD - 2:00 pm - 3:30 pm ET)
2.5 CE Credits
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Presented By: Susan Costonis

Excel Explained: Look-Up Formulas
(Tuesday, December 2, 2014 - 11:00 am - 1:00 pm ET)
2.5 CE Credits
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Presented By: David Ringstrom

Regulation DD Examination Manual: Making It Work for You
(Wednesday, December 3, 2014 - 2:00 PM - 3:30 PM ET)
2.5 CE Credits
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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
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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
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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
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Presented By: Peter L. Cherpack

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

Key Aspects in Mezzanine Financing
(Thursday, December 4, 2014 - 1:00 - 2:30 pm ET)
CBC, CLE, CPE, NASBA
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Presented By: David P. McLean

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

What if Employee Engagement Actually Mattered?
(Thursday, December 4, 2014 - 11:00 am - 12:00 pm ET)
1.25 CE Credits
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2014 Payroll Changes
(Monday, December 8, 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

Writing High-Impact Executive Summaries
(Monday, December 8, 2014 - 2:30 pm - 4:30 pm ET)
2.5 CE Credits
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Scripting the New Account Interview for Compliance
(Tuesday, December 9, 2014 - 11:00 am - 1:00 pm ET)
2.5 CE Credits
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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
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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
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Presented By: Greg Souther

What if Employee Engagement Actually Mattered?
(Wednesday, December 10, 2014 - 11:00 am - 12:00 pm ET)
1.25 CE Credits
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Review and Update of Important Dodd-Frank Provisions
(Thursday, December 11, 2014 - 1:00 - 2:30 pm ET)
CBC, CLE, CPE, NASBA
Email us to Register!
Presented By: Marc D. Patterson

Creating a Payroll Manual: Putting Your Procedures Into Writing
(Thursday, December 11, 2014 - 1:00 - 2:30 pm ET)
CAC, CPE, AIPB, HRPD, NASBA, CPP/FPC, HR Certification Institute
Email us to Register!
Presented By: Julie A. Pace

Establishing an Enterprise Risk Management Program
(Thursday, December 11, 2014 - 2:30 pm - 4:30 pm ET)
2.5 CE Credits
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Reg E Compliance – How Expensive is a Mistake?
(Thursday, December 11, 2014 - 2:00 pm - 3:30 pm ET)
2.5 CE Credits
Email us to Register!
Presented By: Susan Costonis

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

Regulation CC: Update and Review of Final Rules
(Exact Date TBD - 2:00 PM - 3:30 PM ET)
2.5 CE Credits
Email us to Register!
Presented By: Deborah Crawford

Don't Mess With the U.S. DOL: Payroll Compliance Strategies for 2015
(Monday, December 15, 2014 - 1:00 - 2:30 pm ET)
CLE, CPE, AIPB, NASBA, CPP/FPC, HR Certification Institute
Email us to Register!
Presented By: Susan Gross Sholinsky

Excel Explained: Internal Control
(Monday, December 15, 2014 - 2:30 pm - 4:30 pm ET)
2.5 CE Credits
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Presented By: David Ringstrom

Current Issues in Taxation of Financial Institutions
(Tuesday, December 16, 2014 - 1:00 - 2:30 pm ET)
CBC, CPE, NASBA
Email us to Register!
Presented By: Kevin Powers, CPA

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
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Presented By: Brandy Lalla

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

Using Business Tax Returns to Analyze Lending Requests
(Wednesday, December 17, 2014 - 2:30 pm - 4:30 pm ET)
2.5 CLBB credits
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Presented By: Vin DiCara

Opening Deposit Accounts: Types of ID
(Thursday, December 18, 2014 - 11:00 am - 1:00 pm ET)
2.5 CE Credits
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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
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Presented By: Deborah Crawford

Commercial Foreclosure Due Diligence Checklist: What to Do Before, During, and After Foreclosure
(Thursday, December 18, 2014 - 1:00 - 2:30 pm ET)
CBC, CLE, CPE, NASBA
Email us to Register!
Presented By: Francis L. Keldermans

New Technology and the Fair Debt Collections Practices Act
(Wednesday, January 7, 2015 - 1:00 - 2:00 pm ET)
CBC, CLE, CPE, NASBA
Email us to Register!
Presented By: Shawn P. McClure, Esq

Inclement Weather Pay Policies
(Wednesday, January 14, 2015 - 1:00 - 2:30 pm ET)
CLE, CPE, AIPB, HRPD, NASBA, HR Certification Institute
Email us to Register!
Presented By: Douglas J. Farmer, Esq.

Title Issues for Lending Professionals
(Tuesday, January 20, 2015 - 1:00 - 2:30 pm ET)
CBC, CLE, CPE, NASBA
Email us to Register!
Presented By: Lisa A. Petersen
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Testimonials

We purchased the training CD “The CFPB Ruling on UDAAP & Collecting Past Due Accounts” and used it for training our consumer collections staff and Commercial Lenders today.

We found it very informative.
--Debra C.
Magyar 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

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

Thank you for your presentation today. I learned a lot.
Thanks again.

--Rufus S.
AFB&T

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

Hi Greg,
Thanks for your email. I found the seminar yesterday informative.
You had some good ideas about scripts, structure and prioritizing.
I liked your comment at the end about trying to implement three things. That should be manageable.
Sometimes it’s the subtle things that make the difference. I anticipate trying your formal then informal approach in letter-writing.
Thanks for making yourself available for questions.
--Claire W.
Ambler Savings Bank