Products
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Advanced Cash Flow Analysis (2023-11-28)
CourseThis banking webinar begins with business “traditional” EBITDA cash flow and personal cash flow of the business owner, using the 1040 tax return, K-1 forms, and the personal financial statement. W202310330B
$295
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Overdraft Programs: Mistakes and How to Avoid Them (2023-11-16)
CourseCFPB Director Rohit Chopra hopes to eliminate overdraft fees for good. With heightened oversight of Overdraft programs, bank management, marketing and branch personnel must understand what is required for a compliant overdraft program. W202308530C
$295
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Check Fraud Identification and Response (2023-11-16)
CourseThis payments webinar reviews types of check fraud and will provide insight on how to identify characteristics that could indicate that a check is fraudulent, ongoing monitoring and response. A great check webinar for all institutions. W202310660D
$295
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Mitigating Fraud Risks in Conservatorships and Trust Accounts (2023-11-15)
CourseThis banking webinar will take attendee through the legal framework of conservatorship and trust accounts and discuss how financial institutions can protect their reputation and the clients/members money. W202310650C
$295
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The Board Secretary Role: Organizing, Planning, Tracking and Maintaining Accurate Records of Your Board Meetings (2023-11-14)
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. W202311250B
$295
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Effective ACH and RDC Underwriting and Setting Exposure Limits (2023-11-14)
CourseAccount officers/relationship officers may not fully understand the regulatory requirements for assessing the risks of ACH and RDC clients. What is the difference between credit underwriting and transactional risk underwriting? W202310630D
$295