All Upcoming Events for BankWebinars

For Bankers, LOB Leaders and Sales Executives: The Guide to Building Your Business Work Plan for 2018

Presented by Photo of Alex Cole & Mark Trinkle Alex Cole & Mark Trinkle
Monday, November 20th, 2017 - 12:00 pm Central Time Zone

This webinar on The Guide to Building Your Business Work Plan will provide you with a working template that contains the essential components for banks and credit unions to customize to build your ... More →

Related Topics: Sales, Management/Employee Development

Developing an Incident Response Plan for an Information Security Breach

Presented by Photo of Susan Orr Susan Orr
Monday, November 20th, 2017 - 1:30 pm Central Time Zone

We will cover the regulatory requirements including state level data breach notification laws and focus on the elements of an Incident Response Plan and how you can help prevent a breach.

Related Topics: Risk Management/Legal

Ratio Analysis to Determine Financial Strength

Presented by Photo of Jeffery Johnson Jeffery Johnson
Tuesday, November 21st, 2017 - 10:00 am Central Time Zone

Learn the five vital signs of any organization and the ratios required to identify them.

Related Topics: Lending

Excel Explained: Managing Large Spreadsheets

Presented by Photo of David Ringstrom David Ringstrom
Monday, November 27th, 2017 - 1:30 pm Central Time Zone

We will demonstrate a number of ways you can manage large spreadsheets with aplomb.

Related Topics: Computer Skills

Critical Issues on Certificates of Deposit (CDs)

Presented by Photo of Deborah Crawford Deborah Crawford
Tuesday, November 28th, 2017 - 10:00 am Central Time Zone

Let's look at our CD rules, procedures and ownership issues that may need to be revamped.

Related Topics: Deposit Accounts

Living Trust Documents

Presented by Photo of Terri D. Thomas Terri D. Thomas
Tuesday, November 28th, 2017 - 1:30 pm Central Time Zone

This two-hour presentation will provide financial institution personnel with best practices to use in dealing with these complex legal documents.

Related Topics: Risk Management/Legal

Fraud Detection and Investigation

Presented by Photo of Randall Phillips Randall Phillips
Wednesday, November 29th, 2017 - 10:00 am Central Time Zone

Learn the importance of a proper investigation, how to conduct one and how to accomplish an interview.

Related Topics: Risk Management/Legal

Commercial Construction Lending

Presented by Photo of Richard Hamm Richard Hamm
Wednesday, November 29th, 2017 - 1:30 pm Central Time Zone

Receive an overview of the key steps involved in effectively administering commercial construction loans.

Related Topics: Lending

2017 TRID Final Rule Update

Presented by Photo of Jerod Moyer Jerod Moyer
Thursday, November 30th, 2017 - 10:00 am Central Time Zone

Partner with us as we guide you through each of the areas of change in plain English so you can do what you do best, serving your customers!

Related Topics: Compliance, Lending, TRID

Robbery Awareness

Presented by Photo of Barry Thompson Barry Thompson
Thursday, November 30th, 2017 - 1:30 pm Central Time Zone

This program will cover all the necessary steps your staff needs to sustain a safe workplace in your financial institution.

Related Topics: Risk Management/Legal, Management/Employee Development

Exploring the IRA Universe - Part III

Presented by Photo of Patrice Konarik Patrice Konarik
Friday, December 1st, 2017 - 10:00 am Central Time Zone

If you are searching for a Webinar where you will achieve that higher “comfort level” on these complicated topics, this seminar is “must-attend”.

Related Topics: IRAs

Strategic Loan Pricing

Presented by Photo of Richard Hamm Richard Hamm
Monday, December 4th, 2017 - 1:30 pm Central Time Zone

This session will cover two "big issues" that influence pricing, then three smaller issues.

Related Topics: Lending

Exploring the IRA Universe - Part IV

Presented by Photo of Patrice Konarik Patrice Konarik
Tuesday, December 5th, 2017 - 10:00 am Central Time Zone

If you do not want your financial institution writing checks to the IRS for filing errors, this Webinar should be a “must attend”!!

Related Topics: Compliance, IRAs

HMDA - Last Minute Update (Warning)

Presented by Photo of Kelly M. Owsley & Jack Holzknecht Kelly M. Owsley & Jack Holzknecht
Tuesday, December 5th, 2017 - 1:30 pm Central Time Zone

Are you ready? The world of HMDA is changing in a dramatic fashion in just a few weeks!

Related Topics: Compliance, Lending

2018 Cybersecurity Forecast

Presented by Photo of Chad Knutson Chad Knutson
Wednesday, December 6th, 2017 - 10:00 am Central Time Zone

As the year slowly winds down, join us for a review on major information security events in 2017 and a brief look forward at what is to come in 2018.

Related Topics: Risk Management/Legal, Technology/Security

Opening Accounts for High Risk Customers: Documentation, Scripts and Risk Mitigation

Presented by Photo of Deborah Crawford Deborah Crawford
Wednesday, December 6th, 2017 - 1:30 pm Central Time Zone

This webinar will delve into scripts, documentation, and monitoring for high risk customers.

Related Topics: Risk Management/Legal, Deposit Accounts

SAR Decision Making

Presented by Photo of Deborah Crawford Deborah Crawford
Thursday, December 7th, 2017 - 10:00 am Central Time Zone

In this program we will talk about moving from a Red Flag to a Suspicious Activity Report.

Related Topics: Compliance, BSA, Deposit Accounts

Get Global: Understanding Global Cash Flow Analysis

Presented by Photo of Jeffery Johnson Jeffery Johnson
Thursday, December 7th, 2017 - 1:30 pm Central Time Zone

Learn to calculate cash flow using the Uniform Cash Flow Analysis (UCA) method, as well as receive guidance in calculating Global Cash Flow Analysis.

Related Topics: Lending

Agricultural Loan Documentation & Administration

Presented by Photo of Robin Russell Robin Russell
Friday, December 8th, 2017 - 10:00 am Central Time Zone

Learn about agricultural collateral, risk management, loan documentation, loan administration and loan monitoring.

Related Topics: Risk Management/Legal, Lending

Commercial Real Estate Lending: Cash Flow Analysis & Cap Rates

Presented by Photo of Richard Hamm Richard Hamm
Monday, December 11th, 2017 - 1:30 pm Central Time Zone

Learn to assess the important qualitative or non-financial factors that influence CRE performance over time.

Related Topics: Lending

Notary Public

Presented by Photo of Terri D. Thomas Terri D. Thomas
Tuesday, December 12th, 2017 - 10:00 am Central Time Zone

Notaries and others will learn best practices for dealing with issues unique to the financial industry.

Related Topics: Risk Management/Legal

Excel Explained: Introduction to Spreadsheets

Presented by Photo of David Ringstrom David Ringstrom
Tuesday, December 12th, 2017 - 1:30 pm Central Time Zone

Learn the basics of Excel spreadsheets, getting the knowledge needed to create functional spreadsheets and manipulate large lists of data.

Related Topics: Computer Skills

RESPA Section 8 Violations - They're Back!

Presented by Photo of Kelly M. Owsley & Jack Holzknecht Kelly M. Owsley & Jack Holzknecht
Wednesday, December 13th, 2017 - 10:00 am Central Time Zone

This program reviews the RESPA/Regulation X rules that prohibit unearned fees and kickbacks and many of the recent consent decrees brokered by the CFPB.

Related Topics: Compliance, Lending

Escrows

Presented by Photo of Carl Pry Carl Pry
Wednesday, December 13th, 2017 - 1:30 pm Central Time Zone

In this webinar we’ll discuss the mechanics of establishing and maintaining escrow accounts, as well as in what situations escrows must be maintained.

Related Topics: Compliance, Lending, Risk Management/Legal

E-Sign Compliance - Implementation Steps and Requirements for Loan Applications

Presented by Photo of Susan Costonis Susan Costonis
Wednesday, December 13th, 2017 - 1:30 pm Central Time Zone

What steps must be followed to be in compliance with E-Sign?

Related Topics: Compliance, Lending

EFT

Presented by Photo of David Dickinson David Dickinson
Thursday, December 14th, 2017 - 10:00 am Central Time Zone

Join David Dickinson of Banker’s Compliance Consulting for a two-hour webinar dedicated to dissecting the Regulation E, VISA and MasterCard error resolution requirements.

Related Topics: Compliance

Unraveling the Similarities and Differences Between the Green Book & ACH Payments

Presented by Photo of Kate Cole Kate Cole
Friday, December 15th, 2017 - 10:00 am Central Time Zone

Learn the differences between the Green Book and the ACH Rules, with a focus on enrollment, payment processing, reclamations and limiting your liability.

Related Topics: Risk Management/Legal

Onboarding Your New Hire

Presented by Photo of Honey Shelton Honey Shelton
Monday, December 18th, 2017 - 1:30 pm Central Time Zone

Learn how to excel at new employee onboarding.

Related Topics: Human Resources, Management/Employee Development

IRS Information Reporting: Rules and Forms

Presented by Photo of Carl Pry Carl Pry
Tuesday, December 19th, 2017 - 10:00 am Central Time Zone

Learn about the many forms financial institutions must report, with an emphasis on when and exactly what to report.

Related Topics: Compliance, Risk Management/Legal, Reporting

Writing Business Account Procedures - New CDD Rules

Presented by Photo of Deborah Crawford Deborah Crawford
Tuesday, December 19th, 2017 - 1:30 pm Central Time Zone

Learn from A to Z the best practices for opening business accounts, documenting the authority and changing signers in the new regulatory environment.

Related Topics: Deposit Accounts

Commercial Real Estate (CRE) Lending in Today’s Economy

Presented by Photo of David Osburn David Osburn
Wednesday, December 20th, 2017 - 10:00 am Central Time Zone

Attend this webinar to review the basics of “commercial real estate” including types of properties and demand/supply in the “current” market.

Related Topics: Lending

W-9, W-8BEN and W-8BEN-E New Updated Forms and Info

Presented by Photo of Deborah Crawford Deborah Crawford
Wednesday, December 20th, 2017 - 1:30 pm Central Time Zone

During this program we will do a line-by-line review of the new forms and the subsequent tax reporting to the IRS.

Related Topics: Deposit Accounts, Reporting

Coaching Tellers to Excellence

Presented by Photo of Honey Shelton Honey Shelton
Thursday, December 21st, 2017 - 10:00 am Central Time Zone

You will see how you can put coaching techniques into your leadership skills and get positive and meaningful results.

Related Topics: Management/Employee Development

Compliance Perspectives: A Monthly Update

Presented by Photo of Carl Pry Carl Pry
Thursday, December 21st, 2017 - 1:00 pm Central Time Zone

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

Related Topics: Compliance

Current Expected Credit Losses (CECL)

Presented by Photo of Jeffery Johnson Jeffery Johnson
Wednesday, January 3rd, 2018 - 10:00 am Central Time Zone

Please check back for a description.

Related Topics: Lending, Risk Management/Legal

Best-Ever Compliance Checklists for Consumer Loans

Presented by Photo of Anne Lolley Anne Lolley
Wednesday, January 3rd, 2018 - 1:30 pm Central Time Zone

Colorful easy-to-use checklists lead lenders and processors through the various compliance requirements. Financial institutions that use the lists will virtually eliminate compliance errors

Related Topics: Compliance, Lending

Digital Marketing: Deep Dive

Presented by Photo of David Carlson David Carlson
Tuesday, January 9th, 2018 - 10:00 am Central Time Zone

This presentation will be a deep dive into digital marketing geared towards people who have responsibility over marketing initiatives.

Related Topics: Executive/Director, Sales

Implementing Beneficial Owners on Legal Entities

Presented by Photo of Deborah Crawford Deborah Crawford
Tuesday, January 9th, 2018 - 1:30 pm Central Time Zone

This program is designed to focus on business accounts and the opening procedures, changing ownership, implementing this process and all the questions it brings.

Related Topics: Compliance, Lending

Incident Response - Plan to Fail Well

Presented by Photo of Chad Knutson Chad Knutson
Wednesday, January 10th, 2018 - 10:00 am Central Time Zone

In this session, core steps required for most incidents will be highlighted and specialized components for DDOS, malware, ransomware, CATO, and unauthorized access incident types will be examined.<... More →

Related Topics: Risk Management/Legal

Cash Management: How Sales, Operations, and Technology Can Work Together to Generate More Fee Income

Presented by Photo of Marci Malzahn Marci Malzahn
Wednesday, January 10th, 2018 - 1:30 pm Central Time Zone

During this webinar, you will gain a more in-depth knowledge of Cash Management (aka Treasury Management) products and services.

Related Topics: Sales, Executive/Director

Scrubbing and Submitting 2017 HMDA Data

Presented by Photo of Kelly M. Owsley & Jack Holzknecht Kelly M. Owsley & Jack Holzknecht
Thursday, January 11th, 2018 - 10:00 am Central Time Zone

This two-hour webinar focuses on the existing requirements of HMDA and Regulation C.

Related Topics: Compliance, Lending

Opening Accounts for Nonresident Aliens

Presented by Photo of Deborah Crawford Deborah Crawford
Thursday, January 11th, 2018 - 1:30 pm Central Time Zone

This session will address the following questions about procedures and your bank: What does the law say about identifying nonresident aliens? What type of identification is being used around the co... More →

Related Topics: Compliance, Deposit Accounts

Advertising Compliance

Presented by Photo of David Dickinson David Dickinson
Tuesday, January 16th, 2018 - 10:00 am Central Time Zone

Learn how to comply with advertising requirements in various regulations.

Related Topics: Compliance

Loan Underwriting Mistakes

Presented by Photo of Linda Larger Linda Larger
Tuesday, January 16th, 2018 - 1:30 pm Central Time Zone

This seminar focuses on common underwriting mistakes that can ultimately lead to problem loans and loan losses.

Related Topics: Lending

IRA Update and Review

Presented by Photo of Patrice Konarik Patrice Konarik
Wednesday, January 17th, 2018 - 10:00 am Central Time Zone

We'll update you on any of the latest legislation, pending legislation and cost of living adjustments available for 2018.

Related Topics: IRAs

CRE Appraisals: Appraisal Components, Approaches to Value and Cap Rates

Presented by Photo of Richard Hamm Richard Hamm
Wednesday, January 17th, 2018 - 1:30 pm Central Time Zone

Fundamental principles and features and CRE appraisals are covered.

Related Topics: Lending

Handling Loan Applications – What can go wrong?

Presented by Photo of Susan Costonis Susan Costonis
Thursday, January 18th, 2018 - 10:00 am Central Time Zone

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

Related Topics: Compliance, Lending

Online Deposit Account Opening

Presented by Photo of Deborah Crawford Deborah Crawford
Thursday, January 18th, 2018 - 1:30 pm Central Time Zone

How to comply with all the new account opening procedures using the online mechanism, and meet examiner expectations and scrutiny.

Related Topics: Compliance, Deposit Accounts

Health Savings Accounts: It’s Time to Pay Attention!!

Presented by Photo of Patrice Konarik Patrice Konarik
Tuesday, January 23rd, 2018 - 10:00 am Central Time Zone

This 2 hour extremely informative webinar will give you the information you need to make sure you are setting the accounts up correctly and performing the proper maintenance and reporting.

Related Topics: Risk Management/Legal

Improving Employee Performance in Everyday Work Situations & Reviews

Presented by Photo of Ross Blake Ross Blake
Tuesday, January 23rd, 2018 - 1:30 pm Central Time Zone

Learn how to give employees feedback to gain their cooperation to improve performance.

Related Topics: Human Resources, Management/Employee Development

A Business Development Officers Guide to Selling Non-Traditional Financial Products

Presented by Photo of Suzie Jones Suzie Jones
Wednesday, January 24th, 2018 - 1:30 pm Central Time Zone

Please check back for a description.

Related Topics: Sales, Management/Employee Development

BSA / AML and OFAC - Continuing Developments

Presented by Photo of Carl Pry Carl Pry
Thursday, January 25th, 2018 - 10:00 am Central Time Zone

We'll talk about where the risk areas are in these rules, and where examiners are criticizing institutions.

Related Topics: Compliance, BSA

Teller Compliance Issues: Reg CC, UCC 3 & 4 and CTRs

Presented by Photo of Deborah Crawford Deborah Crawford
Tuesday, January 30th, 2018 - 1:30 pm Central Time Zone

This webinar focuses on the legal issues of checks outlined in signature cards under the uniform commercial code and the holds used on transaction accounts under Regulation CC.

Related Topics: Compliance

Basic Business Entities & Other Commercial Borrowers

Presented by Photo of Robin Russell Robin Russell
Wednesday, January 31st, 2018 - 10:00 am Central Time Zone

This webinar presents a survey of requirements, characteristics, advantages, disadvantages plus creation and documentation issues for the most frequently used types of business entities.

Related Topics: Lending

Dealing with Subpoenas, Summonses, Garnishments, Tax Levies, Etc.

Presented by Photo of Terri D. Thomas Terri D. Thomas
Wednesday, January 31st, 2018 - 1:30 pm Central Time Zone

Learn how to deal effectively with these documents and the parties who serve them upon you.

Related Topics: Risk Management/Legal

What to Do When a Customer Dies

Presented by Photo of Terri D. Thomas Terri D. Thomas
Thursday, February 1st, 2018 - 10:00 am Central Time Zone

We'll walk you through the complicated process of dealing with a customer's death - both on the deposit side and the loan side.

Related Topics: Risk Management/Legal

Excel Explained: Building Error-Proof Spreadsheets

Presented by Photo of David Ringstrom David Ringstrom
Friday, February 2nd, 2018 - 10:00 am Central Time Zone

In this comprehensive session, Excel expert David Ringstrom, CPA, shares a variety of tricks and techniques you can use to improve the accuracy of your Excel spreadsheets.

Related Topics: Computer Skills

FFIEC Information Security Handbook Review

Presented by Photo of Chad Knutson Chad Knutson
Thursday, February 8th, 2018 - 10:00 am Central Time Zone

The FFIEC has completely re-written and significantly changed the Information Security Handbook.

Related Topics: Risk Management/Legal

Ransomware and Cyber Extortion

Presented by Photo of Chad Knutson Chad Knutson
Thursday, February 22nd, 2018 - 10:00 am Central Time Zone

Join us to recap the statistics related to ransomware and learn how to prepare for this growing threat.

Related Topics: Risk Management/Legal

Cybercrime and the Dark Web

Presented by Photo of Chad Knutson Chad Knutson
Thursday, March 15th, 2018 - 10:00 am Central Time Zone

We will explore the different aspects of the internet, including the surface web, deep web, and dark web.

Related Topics: Computer Skills, Risk Management/Legal

Excel Explained: Creating Interactive Spreadsheets

Presented by Photo of David Ringstrom David Ringstrom
Friday, April 13th, 2018 - 10:00 am Central Time Zone

When you attend this live presentation, you’ll learn how to implement multiple techniques to create spreadsheets that are interactive, accurate, and user friendly.

Related Topics: Computer Skills