Featured Events

IRA Update: Information & Clarification Webinar - Webinar

Jan 20, 2021

Most everyone would agree that seeing the ball drop on New Year's Eve ending the 2020 "crazy year" is a great thing. But what does it mean in the IRA World? At the end of 2019 the SECURE Act was signed into law and made effective 12 days later on January 1, 2020. Just when we were finally getting the details on all the new changes, COVID struck. In March, the CARES Act was signed into law giving IRA owners and beneficiaries relief from required distributions and the ability to access I… learn more

Marketing & Advertising Compliance - Part 1 Webinar - Webinar

Jan 20, 2021

his is for Part 1 only. For series pricing, CLICK HERE. In this day and age of UDAP/UDAAP, it’s clear that how you say what you say in your advertisements is just as important as what you say. Style matters – you must be clear and conspicuous in your wording so as not to confuse and deceive. If you read enforcement actions related to marketing and advertising carefully, it's clear what else is being targeted: sales and marketing practices. It’s always useful to learn from… learn more

Compliance Management Webinar - Webinar

Jan 21, 2021

This webinar will look at the expectations/requirements related to a financial institution’s Compliance Management System (CMS). You will learn how best utilize your resources to create an effective CMS, as well as improve and/or enhance your current CMS. Covered Topics Active board and senior management oversight; Risk Assessments; Effective policies and procedures; Training; Audits & Monitoring; Complaint Management; Reporting; and, Culture… learn more

Bank Accounting for Beginngers - 4 Part Webinar - Webinar

Jan 21, 2021

This 4-part series will be held January 21, 25, 27 and 29.  Designed for bankers new to the accounting department and those seeking a refresher course on the basic accounting concepts targeted for the activities of a financial institution. This series will cover: General application of accounting practices to include a discussion of double-entry accounting, the general ledger and the flow of accounting transaction activity into a balance sheet and income statement. The impact o… learn more