Products
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Accountholder Death Requirements - Documentation, POD, POA, Checklist and More (2024-05-29)
CourseWorking with relatives of an accountholder who has recently passed can be difficult and emotionally trying. The situation becomes more stressful when banks and CUs are unsure of proper procedures to follow. W202408290B
$295
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Performing Regulation E Investigations in the Back Office: Best Business Practices and Regulatory Expectations (2024-05-29)
CourseRegulation E provides a basic framework that establishes the rights, liabilities, and responsibilities of participants in electronic fund transfer systems for consumers. Client facing teams are responsible for gathering information. W202407390B
$295
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GAAP - Update on New Accounting Principles and Impacts on Borrowers' Financials (2024-05-23)
CourseWe take accounting for granted—debits = credits, total assets equal total liabilities, and stockholder's equity. Generally accepted accounting principles (GAAP) are generally accepted because they do not change often, but when they do...! W202411750B
$295
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Lease Capitalization - Impacts Your Borrowers' Leverage, Liquidity, Profitability and Repayment Ability (2024-05-23)
CourseThis bank webinar will explain why and when lease capitalization will be implemented and show how capitalizing both operating leases and financing leases will impact the financial condition and performance of borrowers. W202410160B
$295
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Risk Rating And Reviewing Your Treasury Clients: Standardizing And Enhancing The Process (2024-05-22)
CourseThis webinar will take attendees through a practical method for risk rating treasury clients which in turn will drive the frequency of when the periodic review is performed. W202410620B
$295
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Loan Structure, Documentation, Compliance Training: A Comprehensive Approach (2024-05-21)
CourseThis loan webinar is a thorough overview of commercial lending requirements from a “loan” structure, documentation, and compliance perspective. Basic “business” structure will be presented along with loan “structure” and loan “support.” W202410310B
$295