Live Sessions

Whether you learn from a live training or on your own schedule, you’ll have access to substantive, practical guidance from leaders in the field. Start transforming your career in banking today.

Live Sessions

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  1. BSA/AML Officer Advanced Certification
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    • Live Session
    • Certification
    BSA/AML Officer Advanced Certification
    5 Sessions scheduled for 60 minutes including question and answer period. Monday, May 16 - Friday, May 20, 2022; 12:30 PM Eastern

    Anti-money laundering expert Doug Keipper will distill advanced BSA/AML concepts into actionable insights. You will learn to spot questionable activity, adhere to current regulations, and reduce risk.

    Topics Covered

    • FFIEC BSA/AML Examination Manual: What Compliance Officers Really Need To Know
    • AML Model Validation: A Critical Need In The New Regulatory Environment
    • BSA/AML Contextual Awareness Of High-Risk Customers
    • Managing the Alert/Case Clearing Investigation Process
    • Writing an Effective SAR Narrative
    • Weed, Cocaine, And Heroin: What It Means To Your Bank Or Credit Union
    • Live Session
    • Certification
    BSA/AML Officer Advanced Certification
    Monday, May 16 - Friday, May 20, 2022; 12:30 PM Eastern
    Doug Keipper
    $1,295.00
  2. Electronic Spreadsheet Fundamentals Certification
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    • Live Session
    • Certification
    Electronic Spreadsheet Fundamentals Certification
    5 Sessions scheduled for 90 minutes including question and answer period. Monday, May 16 - Friday, May 20, 2022; 5:00 PM Eastern

    Microsoft® Certified Trainer and Excel expert Jackie Kiadii will give you the valuable spreadsheet skills you need to power your career to the next level. You will learn how to work more efficiently and achieve better results.

     

    Five Sessions Include:

    • Creating Workbooks
    • Basic Formulas and Functions
    • Formatting
    • Tables and Charts
    • Date and Text Functions
    • Live Session
    • Certification
    Electronic Spreadsheet Fundamentals Certification
    Monday, May 16 - Friday, May 20, 2022; 5:00 PM Eastern
    Jackie Kiadii
    From $499.00
  3. How To Create Microsoft® Excel Workbooks
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    • Live Session
    How To Create Microsoft® Excel Workbooks
    Scheduled for 90 minutes including question and answer period. Monday, May 16, 2022; 5:00 PM Eastern

    Microsoft® Certified Trainer and Excel expert Jackie Kiadii will show you how to create Excel workbooks. This interactive webinar will provide an opportunity for hands-on practice and a knowledge check. 

    What You'll Learn:

    • Five ways to create an Excel workbook in less time
    • How to navigate the workbook
    • The quickest way to select data
    • Entering text and numbers
    • Copying, cutting, pasting, and moving data
    • Saving workbooks to multiple formats
    • Live Session
    How To Create Microsoft® Excel Workbooks
    Monday, May 16, 2022; 5:00 PM Eastern
    Jackie Kiadii
    From $189.00
  4. Writing Your Bank’s Call Report 101
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    • Live Session
    Writing Your Bank’s Call Report 101
    Scheduled for 60 minutes including question and answer period. Tuesday, May 17, 2022; 2:00 PM Eastern

    Banking expert Chris Hill and corporate trainer Bob Greene will provide step-by-step guidance for preparing call reports. You will learn how to spend less time and generate a higher-quality document.

    Topics Covered

    • What is the purpose of the call report?
    • How can you streamline the preparation process?
    • What methods can you use to improve call report accuracy?
    • What tools will enable you to ensure consistency and sustainability?
    • Live Session
    Writing Your Bank’s Call Report 101
    Tuesday, May 17, 2022; 2:00 PM Eastern
    Chris Hill and Bob Greene
    From $189.00
  5. Microsoft® Excel How To: Basic Formulas And Functions
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    • Live Session
    Microsoft® Excel How To: Basic Formulas And Functions
    Scheduled for 90 minutes including question and answer period. Tuesday, May 17, 2022; 5:00 PM Eastern

    Microsoft® Certified Trainer and Excel expert Jackie Kiadii will provide you with a firm Excel foundation, taught at a steady pace to make it easy to follow along. You will learn how to make your work in Excel faster and more efficient.

    What You'll Learn:

    • Creating basic formulas
    • Creating basic functions
    • AutoSUM, COUNT, AVERAGE, etc.
    • Absolute vs. relative references
    • Live Session
    Microsoft® Excel How To: Basic Formulas And Functions
    Tuesday, May 17, 2022; 5:00 PM Eastern
    Jackie Kiadii
    From $189.00
  6. Microsoft® Excel How To: Formatting
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    • Live Session
    Microsoft® Excel How To: Formatting
    Scheduled for 90 minutes including question and answer period. Wednesday, May 18, 2022; 5:00 PM Eastern

    Microsoft® Certified Trainer and Excel expert Jackie Kiadii will show you how to use Excel’s formatting features. This interactive webinar will provide an opportunity for hands-on practice and a knowledge check.  

    What You'll Learn:

    • Formatting worksheets
    • Easy ways to copy formats
    • Using styles
    • Conditional formatting
    • Live Session
    Microsoft® Excel How To: Formatting
    Wednesday, May 18, 2022; 5:00 PM Eastern
    Jackie Kiadii
    From $189.00
  7. Microsoft® Excel How To: Tables And Charts
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    • Live Session
    Microsoft® Excel How To: Tables And Charts
    Scheduled for 90 minutes including question and answer period. Thursday, May 19, 2022; 5:00 PM Eastern

    Microsoft® Certified Trainer and Excel expert Jackie Kiadii will show you how to use Excel’s table and charting features. This interactive webinar will provide an opportunity for hands-on practice and a knowledge check. 

    What You'll Learn:

    • Using lists and tables
    • Creating charts
    • Formatting charts
    • Modifying charts
    • Live Session
    Microsoft® Excel How To: Tables And Charts
    Thursday, May 19, 2022; 5:00 PM Eastern
    Jackie Kiadii
    From $189.00
  8. Microsoft® Excel How To: Date and Text Functions
    Quick View
    • Live Session
    Microsoft® Excel How To: Date and Text Functions
    Scheduled for 90 minutes including question and answer period. Friday, May 20, 2022; 5:00 PM Eastern

    Microsoft® Certified Trainer and Excel expert Jackie Kiadii will show you how to utilize these powerful non-numeric functions to wrangle your data and increase efficiency.

    What You'll Learn:

    • Absolute vs. relative references (continued)
    • Date functions (with commonly used examples)
    • Text functions
    • How to lock your cells to protect functions
    • Live Session
    Microsoft® Excel How To: Date and Text Functions
    Friday, May 20, 2022; 5:00 PM Eastern
    Jackie Kiadii
    From $189.00
  9. Onboarding And Reviewing ACH Originators
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    • Live Session
    Onboarding And Reviewing ACH Originators
    Scheduled for 90 minutes including question and answer period. Wednesday, May 25, 2022; 12:30 PM Eastern

    ACH expert Kim Ellis will explain the best practices for onboarding and periodically reviewing ACH originators. You will learn how to complete, store, and monitor the necessary documents. 

    What You Will Learn

    • General ODFI rules and warranties
    • Origination agreements
    • ACH authorizations
    • ACH originator education
    • New originator approval
    • Managing your originators
    • Live Session
    Onboarding And Reviewing ACH Originators
    Wednesday, May 25, 2022; 12:30 PM Eastern
    Kimberly Ellis
    $189.00
  10. Real Estate Loan Compliance Certification
    Quick View
    • Live Session
    • Certification
    Real Estate Loan Compliance Certification
    5 Sessions scheduled for 60 minutes including question and answer period. Mondays, May 9, 16, 23, 30 and June 6, 2022; 2:00 PM Eastern

    Regulatory compliance counsel Michael Christians will explain the compliance requirements applicable to real estate loans. You will learn how to please borrowers while reducing liability for your institution.

    Certification Includes:

    • Learn how to comply with laws and regulations for real estate loans
    • Help borrowers complete transactions successfully
    • Demonstrate your knowledge
    • Advance your career
    • Live Session
    • Certification
    Real Estate Loan Compliance Certification
    Mondays, May 9, 16, 23, 30 and June 6, 2022; 2:00 PM Eastern
    Michael R. Christians
    From $499.00
  11. Advanced Commercial Loan Underwriting Certification
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    • Live Session
    • Certification
    Advanced Commercial Loan Underwriting Certification
    3 Sessions scheduled for 90 minutes including question and answer period. Wednesday, June 8 - Friday, June 10, 2022; 2:00 PM Eastern

    Commercial lending expert Dev Strischek will provide deep insights that will enable you to underwrite loans with less risk and greater reward. You will learn how to evaluate borrowers through the lens of 2022 regulations, rates, and requirements.

    Topics Covered

    • Financial Performance
    • Financial Projections
    • Shareholder Value
    • Live Session
    • Certification
    Advanced Commercial Loan Underwriting Certification
    Wednesday, June 8 - Friday, June 10, 2022; 2:00 PM Eastern
    Dev Strischek
    $399.00
  12. Title VII: How Banks And Credit Unions Must Comply
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    • Live Session
    Title VII: How Banks And Credit Unions Must Comply
    Scheduled for 60 minutes including question and answer period. Monday, June 13, 2022; 2:00 PM Eastern

    Prolific attorney and employment law expert Dr. Jim Castagnera will explain how to use background checks efficiently and effectively while remaining within the boundaries of applicable laws and best practices. You will learn how to avoid the negative publicity that inevitably results from poor hiring decisions.

    What You'll Learn

    • What are the latest developments regarding Title VII?
    • How have recent state laws addressed race, sex, and religious discrimination?
    • What are the latest actions of the financial industry’s regulatory agencies regarding employment discrimination and affirmative action?
    • What additional changes are expected in the near future?
    • Live Session
    Title VII: How Banks And Credit Unions Must Comply
    Monday, June 13, 2022; 2:00 PM Eastern
    Jim Castagnera
    From $189.00

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