Telephone Seminars

In conjunction with Financial Education, Inc., webinars are a very economical way to train your staff because for one low price, everyone in the bank can sit in on the program with the use of a speakerphone and a computer.

A list of all available webinars can be viewed here.

Sep 9, 2015 Director Series: UDAAP for the Board & Senior Management
Sep 10, 2015 Call Reports: Understanding the New Regulatory Capital Requirements & the Revised Schedule RC-R
Sep 11, 2015 Mortgage Advertising: Keeping Your Promotions Compliant
Sep 15, 2015 Managing the 8 Categories of Risk Assessment
Sep 16, 2015 Loan Underwriting Basics: Interviewing, Credit Reports, Debt Ratios & Regulation B
Sep 17, 2015 Imaged Documents: What to Keep, What to Destroy, What Holds up in Court?
Sep 22, 2015 IRA Series: Auditing IRAs Step-by-Step
Sep 23, 2015 Basic Banking for New Employees Part 1: Banking System, Deposit Operations, Lending
Sep 24, 2015 Regulator Guidance & Issues in ATM Security
Sep 29, 2015 HR Danger Zones: Regulations, Requirements & Best Practices to Keep You Out of Trouble
Sep 30, 2015 Mandatory Compliance Regulations for Deposit Operations
Oct 2, 2015 Proper Repossession, Notice & Sale of Non-Real Estate Collateral
Oct 6, 2015 Regulation E Requirements for Debit Card Error Resolution: Processing, Disclosure & Investigation
Oct 7, 2015 Mortgage Loan Origination & Servicing: Issues, FAQs & Lessons Learned
Oct 8, 2015 Powers-of-Attorney & Living Trust Documents: Guidelines for Deposit Accounts & Loans
Oct 9, 2015 The New Flood Rules, Including the Mandatory Escrow Rule Effective January 1, 2016
Oct 14, 2015 BSA Compliance Series: Identifying, Reporting & Monitoring Suspicious Activity
Oct 15, 2015 New Security Officer Training: Responsibilities, Best Practices & Skill-Building Tools
Oct 20, 2015 New Accounts Series: Opening Accounts for Minors: Ownership, Access & Transactions
Oct 21, 2015 Accounting Developments Update: Recent Issues & What’s on the Horizon
Oct 27, 2015 Emerging Leader Series: Key Leadership Strategies for Growth, Profitability & Retention
Oct 28, 2015 Network Security 101: A Comprehensive Overview
Oct 29, 2015 Maintaining Compliant FDIC Records, Including Related Email & Social Media Retention Rules
Dec 31, 2015 Archived Webinar - Disparate Impact Analysis: What the U.S. Supreme Court’s Decision Means for Your Institution