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Strategic Planning for Financial Institutions – It’s All about Your Strategy!
Your institution is unique. Your strategic plan should be just as distinct. The environment for community financial institutions has changed drastically in the past five years due to shifts in...
IRA Fundamentals
Navigating the rules around IRAs can feel overwhelming for those new to retirement planning, especially considering contributions, distributions, and rollovers. This course is a must if you are new...
Mobile Deposit Capture: Risk Management and Compliance
Mobile deposit capture (MDC) has become a cornerstone of modern banking, offering convenience and efficiency to both financial institutions and their customers. However, with this growth comes a...
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...