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CFO Forum

The CFO Forum tackles the top issues CFOs face today, including emerging tax and accounting strategies, CECL implementation, deposit funding sources, risk management, cybersecurity and much more. ...

Aug 19, 2026
| Seminar 09:00- 12:00 PM
CPE Credits: 12.50
Operational Risk Accounting/Finance Taxes & Budget +2 More...

Bank Policies & Procedures: Reg DD: Deposit Account Terms, Disclosures, and Advertising Policy (PLC-106)

Addresses acceptable account terms, appropriate disclosure of these terms, and uniformity in advertising.

Aug 19, 2026
09:00- 12:00 PM
CPE Credits: 12.50
Retail Banking/Frontline Operational Risk Compliance +6 More...

Bank Policies & Procedures: CAN SPAM Policy (PLM-338)

Outlines the specific procedures when initiating electronic mail messages to any recipient with the primary purpose of communicating a commercial message, primarily emails whose purpose is to...

Aug 19, 2026
09:00- 12:00 PM
CPE Credits: 12.50
Compliance Marketing Data and Analytics +1 More...

Bank Policies & Procedures: Social Media Toolkit (PLM-290)

Provides guidance on how social media will be approached, proper methods for promoting the bank’s message and image, and consequences of not following guidelines. Includes Management and User...

Aug 19, 2026
09:00- 12:00 PM
CPE Credits: 12.50
Marketing Social Media