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.

Mar 3, 2015 IRA Series: Traditional & Roth IRA Fundamentals & Compliance Considerations
Mar 4, 2015 Qualifying Borrowers Using Personal Tax Returns Part 2: Income from Rentals, Royalties, Partnerships, S Corporations & Farms
Mar 5, 2015 Free Checking Trends in Today’s Market: Feasibility, Regulations & Benefits
Mar 10, 2015 Director Series: Update on Capital Planning, Contingency & Basel III for the Board
Mar 12, 2015 Legally Handling ATM & Debit Card Claims Under Regulation E
Mar 17, 2015 Flood Insurance Compliance Review & Update: Including Changes Effective April 1, 2015
Mar 19, 2015 Real Estate Valuations – Current Issues & Best Practices
Mar 24, 2015 The TILA/RESPA Integrated Disclosure Line-by-Line Part 1: Loan Estimate
Mar 25, 2015 Call Report Revisions & Update: Including an Overview of Basel III Regulatory Capital Changes to Schedule RC-R
Mar 26, 2015 Social Media Content Strategies for Visibility & Positioning of Your Bank Online
Mar 31, 2015 New Accounts Series: Opening Trust Accounts: Compliance, Documentation, Signing Authority & Deposit Insurance Issues
Apr 1, 2015 Business Intelligence For Today’s Community Banks
Apr 2, 2015 Can IT Really Increase Profit?
Apr 2, 2015 Emerging Leader Series: Branch Transformation: Balancing the Trend Toward Virtual Banking While Enhancing Your Customer’s Experience
Apr 7, 2015 Current Issues in Physical Security Risk: Regulatory Compliance & Best Practices
Apr 8, 2015 ACH Rules Update 2015
Apr 9, 2015 Bank Lawyer Webinar Series: Employment Law
Apr 9, 2015 Advanced Issues in Dormant Accounts, Unclaimed Property & Escheatment
Apr 14, 2015 CFPB Real Estate Loan Collection Rules for Mortgage Servicers
Apr 16, 2015 BSA Compliance Series: Updating Your Bank’s BSA/AML/OFAC Risk Assessment
Apr 17, 2015 Understanding & Addressing Critical Interest Rate Risk Issues: The Regulator Perspective
Apr 21, 2015 The TILA/RESPA Integrated Disclosure Line-by-Line Part 2: Closing Disclosure
Apr 22, 2015 Monitoring Employee Work-Related & Personal Social Media: Should We? How? Is it Legal?
Apr 23, 2015 Analyzing Credit Risk in Agricultural Lending
Apr 28, 2015 EMV & Debit Cards: Preparing for the October 1, 2015 Liability Shift

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