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Navigating CRA: What Every Director Needs to Know
Directors play a critical role in ensuring their institution meets Community Reinvestment Act (CRA) obligations. This session provides an essential overview of CRA requirements, the board’s...
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...
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...
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...
IRA Amendments - Lets Get Prepared
IRA amendments can be complex. But, understanding them is essential for compliance and effective account management. This session explores the requirements for IRA documents, examines the...
RDC and Mobile Capture Fraud
In an era of digital convenience, fraudsters are constantly adapting. This course examines the specific risks in RDC and mobile deposits, offering insights to secure these increasingly used...
Q3 Regulatory Compliance Updates (2026)
The Quarterly Regulatory Compliance Webinars deliver the most up-to-date guidance on regulatory compliance, upcoming deadlines, available resources, and more. Offered quarterly, these 60-minute...
Top Audit Findings in Payment Systems
Many institutions enter audit season without a clear understanding of the issues most likely to surface, which makes preparation more difficult and outcomes less predictable. With audit season...
All Things Agreements
The digital banking landscape is defined by the agreements that govern every transaction. This session breaks down key components of common banking service agreements. By attending, you’ll...
Credit Boot Camp Part 1 - Foundational Aspects of Commercial Credit
Kick off the Credit Boot Camp series with a focused session on the essential principles of managing credit risk in commercial banking. This session redefines the role of the banker—not as a lender,...
Credit Boot Camp Webinar Series
Learn the framework for assessing and managing credit risk. Throughout this newly updated six-part series, we address financial statement analysis, qualitative analysis, cash flow, proper credit...
Credit Boot Camp Part 3 - Applying Qualitative Analysis to the Request
Every loan request stems from a cash shortfall within the borrower’s business. While financial data offers valuable insight, the banker’s real task is to uncover the true cause behind the numbers....
Credit Boot Camp Part 5 - Cash Flow Based Loan Structure
Every loan request originates from a cash shortfall, and it must be repaid through a self-liquidating asset. Too often, bankers default to standard loan structures based solely on policy, without...
Credit Boot Camp Part 6 - Managing Credit Risk After the Close
Credit risk management doesn’t end at loan closing; it continues until the final payment is received. In this session, we revisit the definition of credit risk, then focus on post-close client...
Credit Boot Camp Part 2 - Financial Analysis: Assessing the Request
Loans inherently carry risk. But that risk isn't found directly in the financial statements. It's revealed through what those statements are telling you, if you know how to listen. In this session,...
Credit Boot Camp Part 4 - Determining Cash Flow Using the Core Cash Drivers MP4
Every borrower operates with up to seven core cash drivers: mechanisms that either absorb cash, locking it inside the business, or release cash back into operations when managed effectively....
Research - Best Practices for Community Banks
Move beyond guesswork with this session on effective research methodologies. Learn how to conduct customer and employee surveys, trade area research, and more to gain reliable insights. Discover...
Fraud Conference
Details coming soon!
Demystifying AI: Regulatory Environment
Before getting started with AI, understand the regulatory environment for banks adopting this new technology. When you implement AI in your business you will have to adhere to new and emerging...
Demystifying AI Webinar Series
Everyone is talking about AI and how it is changing how people work, live—and bank. This webinar series is designed to provide community bankers with a primer on artificial intelligence and the...