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.

Jul 7, 2015 Regulatory Oversight of Third-Party Vendors: Due Diligence, Management & Contracts
Jul 8, 2015 Mandatory Compliance Regulations for the Frontline
Jul 9, 2015 Managing E-SIGN, E-Statements & E-Disclosures
Jul 14, 2015 Director Series: Understanding the Board’s Role in Cyber Security Risk
Jul 15, 2015 Mastering the SBA 7a Loan Part 2: Documentation, Closing & Funding
Jul 16, 2015 Commercial Appraisal Review Part 2: Sales Comparison Approach
Jul 21, 2015 Your Customer Has Filed Bankruptcy, Now What?
Jul 22, 2015 Regulation E Made Easy
Jul 23, 2015 Emerging Leader Series: Developing Your UDAAP Program: Policy, Procedures, Risk Assessment & Audit
Jul 28, 2015 Construction to Permanent Lending Compliance with CFPB Rules: Including Changes Impacted by the New Integrated Disclosure Effective August. 1, 2015
Jul 29, 2015 Call Reports: Lending Schedules RC-C, RC-N & RI-B
Aug 4, 2015 Fair Lending Comparative File Review
Aug 5, 2015 Cross Selling & Referral Opportunities for the Frontline: Strategies to Enhance the Customer’s Experience & Grow the Bank
Aug 6, 2015 New Accounts Series: Business Account Signature Cards & Resolutions: Entities, Authority & Documentation
Aug 11, 2015 Garnishments, Subpoenas, Summonses, Levies: Handling Official Demands for Customer Funds
Aug 12, 2015 Advanced Commercial Loan Documentation
Aug 13, 2015 CFPB Income Verification Rules for Self-Employed Borrowers: Tax Implications for Qualified Mortgages
Aug 18, 2015 Website & Social Media Compliance
Aug 19, 2015 USPAP Issues & Best Practices for Residential Appraisal Reviewers: Avoiding Violations
Aug 20, 2015 BSA Compliance Series: How to Redesign Your BSA Program to Impact Your Bottom Line
Aug 25, 2015 Emerging Leader Series: Debt Service Coverage Calculations in Underwriting
Aug 26, 2015 Mastering the SBA 7a Loan Part 3: Servicing, Liquidation & Guaranty Purchase
Aug 27, 2015 Facebook: Update on System, Strategies, Techniques & Tips