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Beyond the Click: Tracking Marketing Data to Drive Bank Growth
In today’s data-driven landscape, having the ability to turn digital marketing data into actionable insight is essential. For banks aiming to deepen customer engagement and make smarter marketing...
Commercial Real Estate Updates
Further Details will be available 30 days prior to the Webinar Date. Duration: 60 minutes
Early Identification of Distressed Credit Relationships
In the post-pandemic environment, loan portfolios have generally performed well, with minimal troubled credits, late payments, and charge-offs. Despite fair economic conditions, it's important to...
Multi-Task Role of the Banker
In today’s fast-paced banking environment, bankers balance multiple responsibilities while handling complex challenges. This session provides practical strategies to help you manage your day more...
Tax Return Analysis
Assessing income for borrowers with multiple entities is often complex, requiring a clear understanding of each business’s cash flow and overall holdings. This session explores two borrower...
Action Plans for Troubled Credit
Recognizing that you have a troubled credit in your portfolio is traumatic enough. Having to deal with a declining relationship that may cause your bank a significant loss can create an outright...
The Alarming Rise in Check Fraud
The industry has seen a continuing rise in check fraud since 2023, and fraudsters are not slowing down. Access to the legacy check system has made committing fraud profitable for scammers while...
IRA Transfers & Rollovers
Retirement plan portability is one of the most popular topics fielded on our consulting lines. Attending this course will help ensure that you are handling these transactions properly. You will...