Products
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UDAAP: Avoiding Consumer Harm & Monitoring for Consumer Complaints (2024-03-25)
CourseThis session will review best practices, procedures, and tools to strengthen your UDAAP compliance program, as well as review how to incorporate the requirements of the new Fair Debt Collections Practices Act into your UDAAP program. W202411170A
$295
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GAAP - Update on New Accounting Principles and Impacts on Borrowers' Financials (2024-01-30)
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...! W202411750A
$295
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ACH Originator Training: Effectively Complying with Authorizations, Reversals, Returns and Notifications of Change Requirements (2024-03-21)
CourseThis training is designed for financial institutions that provide ACH origination service to treasury clients to help them understand their obligations and best business practices. W202409970A
$295
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The Do's and Don’t's of a Notary Public (2024-03-20)
CourseIn this session we will provide best practices for notarizing documents commonly presented to and by financial institutions, as well as when and how to utilize your institution’s corporate seal. W202411160A
$295
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The Board Secretary Role: Organizing, Planning, Tracking and Maintaining Accurate Records of Your Board Meetings (2024-03-18)
CourseThe board secretary’s role goes far beyond being the “note taker” at board meetings. This session will provide the information and tools needed to be a successful board secretary. W202411250A
$295
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Treasury Underwriting for ACH and Remote Deposit Capture: Differentiating between Credit vs Deposit Underwriting (2024-03-14)
CourseThis payments webinar will provide credit/lending officers with best practices to use for approving or declining new ACH and RDC clients, as well as providing best business practices for over-limit and exception situations. W202408800A
$295