2023 Bank Webinars

Listed below is our 2023 bank training webinar calendar. Most titles are available via live, CD, and On-Demand formats, and many offer industry-specific credits.

Upcoming Events

Coaching Tellers to ExcellenceWebinar

How successful do you expect your tellers to be? How successful do they want to be? How big is the gap between what you want and what they deliver on? This program will help you see how you can put coaching techniques into your leadership skills and get positive and meaningful results.

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Via On-Demand

Bank Call Report Preparation for Beginners - 5 Part SeriesWebinar

The webinar series will generally cover the Call Report in schedule order, however, grouping certain schedules based upon reporting content will be woven into the curriculum.

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Via On-Demand

What to Do When a Customer DiesWebinar

This webinar focuses on the deposit and loan issues that arise when a customer dies.

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Via On-Demand

Annual Deposit Regulation TrainingWebinar

Achieve Regulatory Hero Status: Join us for a dynamic and essential webinar where you'll complete your financial institution's annual training requirements. Learn how to handle front-line issues and protect yourself from costly fines and lawsuits by following your regulatory responsibility. Discover the key regulations, and take your understanding to the next level. Get ready to be amazed as focused training transforms you into a regulatory hero. Enroll now and secure your spot!

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Via On-Demand

Cyber Regulatory Compliance in 2023 – What Do You Need to Know?Webinar

Since the Gramm-Leach-Bliley Act was passed in November of 1999, financial institutions in the US have been required to build and manage an Information Security Program, based on a risk assessment, that ensures the safety of confidential customer information.

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Via On-Demand

E-Sign For Lenders – Challenges & SolutionsWebinar

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What steps must be followed to be in compliance with E-Sign? What steps should be taken to verify the customer’s identity in view of an increased risk of identity theft? This session will explain the intersection of E-SIGN and cybersecurity while providing valuable tips for educating consumers and identifying fraud.

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Via On-Demand

Fraud Recognition And PreventionWebinar

Gain a better understanding of both internal and external fraud prevention, detection, and investigation.

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Via On-Demand

CRE Lending: Cash Flow Analysis & Cap RatesWebinar

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This program covers the key variables and concepts for determining CRE cash flow and transaction-level stress testing.

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Via On-Demand

Serious Complaint Or Employee Drama?Webinar

In this informative audio conference, learn how to sift through all the employee drama to clearly identify legitimate employee relations' issues that need to be investigated - and which ones you should push back on or have your managers and supervisors handled themselves.

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Via On-Demand

Loan Processing 101 - The BasicsOnline Training

This basic course provides an thorough understanding of mortgage loan processing from both a loan processor and underwriter's point of view.

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Loan Processor Boot CampOnline Training

The "Loan Processor Boot Camp" is a comprehensive training program covering a variety of key mortgage processor training areas such as calculating Income, DTI, And LTV, reviewing appraisals and tax returns, and more!

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Underwriter Boot CampOnline Training

By taking The Official NAMU® Underwriter Boot Camp™ you will learn everything from A to Z, and become a successful mortgage underwriter. Mortgage underwriting can be a very rewarding career, and requires the ability to effectively analyze credit worthiness, income documentation, tax returns, title, appraisal and more.

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Calculating Income, LTV, & DTI WorkshopOnline Training

Join us for an intensive study course on these basic mortgage lending formulas. In the Calculating Income, LTV, & DTI Workshop, students will learn how to apply the correct calculation to various loan scenarios.

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