Bank of Sun Prairie - Manager Bundle

Courses

Head Teller Training: Maximizing Teller Performance (2020-02-04)

This must-attend session will cover communication methods, developing creative learning experiences, teamwork, organizational skills, management principles, and performance feedback. W202007880A

$295

Courses

Current Domestic Terrorism Threats for Banks and CUs - Understanding, Identifying and Reporting These Threats (2021-02-10)

Course

With the coming of the 20th anniversary of the 9/11 terrorist attack this year, recent events in DC, Michigan and elsewhere, remind us that it is an opportune time to reflect upon the current threat environment to the U.S. W202108720A

$295

Courses

Non-Resident Alien (NRA) Accounts: Opening, Monitoring and Tax Reporting (2021-02-08)

Course

Opening and managing accounts for nonresident aliens (NRAs) can be overwhelming. What kind of identification can I request? What if the individual doesn’t have a social security number? How do we report interest earned at year-end? W202109090A

$295

Courses

Check Rules and Regulations - What Every Banker Needs to Know (2-Part Series) (2021-02-08)

Course

The most confusing thing about check processing is that there are so many areas of governance. Uniform Commercial Code (UCC) sections 3 & 4 and Regulation CC play significant parts in your check operations. T202109260A

$395

Courses

Compliance Training for the Frontline: What You Need to Know (2021-02-03)

Course

Those on the frontline are responsible for placing appropriate holds on funds, providing accurate disclosures in a timely manner and identifying and reporting suspicious activity all while providing outstanding service. W202107840A

$295

Courses

Small Business Underwriting: Evaluation, Underwriting and Policy (2021-02-02)

Course

The challenge of lending to smaller borrowers is how to balance the cost of acquiring them—evaluation, underwriting, approving, monitoring—with the lower profitability inherent in these loans. Smaller loans have proven to be riskier. W202105700A

$295

Courses

Global Cash Flow and Global Debt Service Coverage (2021-01-28)

Course

Global cash flow is critical to analyzing and underwriting commercial borrowers, especially privately held firms where the owners and the company are so closely bound together that their assets, liabilities, and income are commingled. W202108030A

$295

Courses

Asset Based Lending: Policy and Underwriting Guidance for Borrowing Base Lending on Receivables and Inventory (2021-01-27)

Course

Monitoring and controlling collateral is critical to asset-based lenders to mitigate repayment risk. Collateral evaluation begins with a comprehensive field examination to determine value, followed by a program of periodic examinations. W202108600A

$295

Courses

Checks and Check Fraud - Reg CC Updates, Fraudulent Check Disputes, Avoiding Losses and Improving Recovery Efforts (2021-01-26)

Course

This check webinar will cover Reg CC changes, check fraud, return requirements and the adjustment process under the Federal Reserve Bank Operating Circular and Electronic Check Clearing House Organization (ECCHO). W202108100A

$295

Courses

Identifying and Controlling Mobile Deposit Fraud (2021-01-20)

Course

This payments webinar will focus on mobile deposit fraud, how fraud is gaining traction and increasing losses at all size financial institutions, and how financial institutions can mitigate risks by implementing stronger controls. W202107440A

$295

Courses

Branch Opening and Closing Procedures - Best Practices, Tools, Physical Concerns, and Case Studies (2021-01-15)

Course

Opening (and closing) a financial institution building can be the most vulnerable part of a workday. This branch webinar takes attendees through case studies of failed opening and closing procedures resulting in dangerous situations. W202107550A

$295

Courses

The 5 Cs of Credit - C the Big Picture (2021-01-13)

Course

Bankers have relied on the 5 C’s of credit—capacity, conditions, collateral, capital, and character for years, but what do these terms really mean, and how do lenders use them to determine whether a potential borrower is creditworthy? W202105650A

$295