Banking Webcasts, Seminars, & Events

Conferences & Events Seminars Audio Conferences Self-Study
Listed below are webcasts and audio conferences from vendors and Associations to help with your Banking training and Banking sales training needs.

To see more details or to order a particular event, simply click the title and follow the appropriate directions therein; to see events for future months, click on the desired month.

Featured Events
Fair Lending - Do Your Lenders Know the Requirements? Fair Lending - Do Your Lenders Know the Requirements?
4/24/2018

This information packed seminar provides a refresher on the basic concepts of fair lending.
Unclaimed Property Compliance for Financial Institutions Unclaimed Property Compliance for Financial Institutions
4/25/2018

Get an overview of the law and basic tips to better manage and control this important compliance responsibility.
Creating The Right Enterprise Risk Management (ERM) Program For Your Community Bank Creating The Right Enterprise Risk Management (ERM) Program For Your Community Bank
4/25/2018

Learn the fundamental pieces of the ERM puzzle, how they relate to each other, and how to integrate your ERM program into your bank’s Strategic Plan.
Safe Deposit Box Safe Deposit Box "Danger Zones" - Disaster Recovery Program
4/26/2018

Get a realistic and well-organized method of reviewing and auditing your procedures before a catastrophe occurs.
Opening Minor Accounts Opening Minor Accounts
4/26/2018

Learn how to answer your adult accountholders' questions on how to set up accounts for grandchildren, for college, and other reasons to set up minor accounts.

Opening Deposit Accounts for Nonresident Aliens - Changes on the W-8BEN Opening Deposit Accounts for Nonresident Aliens - Changes on the W-8BEN
4/30/2018

During this program we will review the W-8BEN and the 1042S reporting in light of new rules. We will also cover CIP and Due Diligence for nonresident alien customers.
Controlling the Risks of Power of Attorney Documents Controlling the Risks of Power of Attorney Documents
5/1/2018

Learn best practices to use when dealing with these complex legal documents.
Loan Participations: What You Should Know Loan Participations: What You Should Know
5/2/2018

Learn the basic requirements for successful loan participations or syndications.

Understanding Commercial Loan Documents Understanding Commercial Loan Documents
5/2/2018

This program provides a broad overview to the documentation process.
Living Trust Documents Living Trust Documents
5/3/2018

This two hour presentation is designed to provide financial institution personnel with the best practices that can be used in dealing with these complex legal documents.
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