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HSA Fundamentals
This foundational webinar provides a comprehensive overview of Health Savings Accounts (HSAs) and essential compliance guidelines. Led by industry experts, the course covers HSA benefits,...
Identifying and Addressing Distressed Loans Seminar
Build a proactive mindset in identifying concerning trends that, if left unaddressed, could lead to a bank loss. A past due payment is not an early warning sign. It’s an indication that you have...
Understanding Risk Assessments and Examiner Expectations Webinar
A comprehensive risk assessment is one of the most critical tools a community bank has for identifying vulnerabilities, supporting strategic decisions, and demonstrating a strong compliance...
Preparing for a Payments Audit
Financial institutions and payment processors undergo payment audits annually. While each payment channel has its own audit requirements, much of the requested documentation is similar. This...
CISA / ICBA Cyber Tabletop Exercise Webinar
This exercise will support and enhance the capabilities of community banks and the broader financial services sector in identifying, mitigating, responding to, and recovering from cyber incidents....
Financial Statement Analysis Seminar
Assessing creditworthiness of a borrower is about information. This course focuses on the critical issues arising through preparation of financial statements by the borrower, the role of...
IRA Beneficiary Distributions Part 1 Webinar
The SECURE Act introduced major changes to IRA rules, adding new complexity to how beneficiary payouts are handled. The IRS has also proposed updated RMD regulations to guide beneficiary options...
Data and Analytics Institute
In today's fast-paced business world, quickly analyzing large data sets is essential, especially in banking. With vast amounts of data at our fingertips, we can generate insights to guide...