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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. ...
Tax-Advantaged Savings: 2025 Update
The rules and regulations governing IRAs, HSAs, and other tax favored savings accounts are constantly evolving, making it difficult to stay informed. Industry experts will provide you with a...
Managing Card Disputes
Maintaining an effective card program doesn’t stop after choosing the brand and creating the perfect card for your account holders. It requires understanding the rules and regulations, as well as...
Using Research to Guide Your Future
Transform research into a powerful management tool that strengthens performance evaluation and supports smarter decision-making. In this session, we’ll explore the advantages of various research...
Exploring Regulation E
Many financial institutions struggle to navigate the complex requirements of Regulation E and the risks tied to electronic fund transfers (EFTs). This session helps you stay compliant and reduce...
ACH Risk Mitigation
Rapid growth and ongoing change in the payments industry continue to introduce new and evolving risks for ACH participants. In response, regulators are increasingly calling for financial...
Managing Wire Transfer Risk and Fraud Mitigation
Despite advancements in instant payment systems and the adoption of ISO 20022, wire transfers remain a preferred method for sending large-value commercial payments domestically and internationally....
CRA Foundations: Building Your Knowledge from the Ground Up Seminar
This dynamic, hands-on seminar introduces the essentials of the Community Reinvestment Act (CRA) and equips you with practical tools to build a strong compliance foundation. You’ll explore what...