5 sessions scheduled for 90 minutes including question and answer period.Monday, July 24 - Friday, July 28, 2023; 12:30 PM Eastern or Monday, October 9 - Friday, October 13, 2023; 12:30 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.
8 Sessions scheduled for 60 minutes including question and answer period.Every Wednesday, July 12 - Wednesday, August 30, 2023; 1:30 PM Eastern
Cannabis banking expert Paul Dunford will explain how to create cannabis banking risk assessments and financial models, reach out to the market to find and onboard desirable cannabis business customers, and develop policies and procedures. You will learn how to create and lead a successful cannabis banking program that aligns with your financial institution’s strategic plan.
5 Sessions scheduled for 60 minutes including question and answer period.Monday, July 24 - Friday, July 28, 2023; 12:00 PM Eastern or Monday, September 25 - Friday, September 29, 2023; 12:00 PM Eastern
Regulatory expert Timothy Dunfey will lead this comprehensive series. Start the year with new knowledge and increased value.
Benefits of Certification
Hear practical solutions and best practices from an industry expert
Manage your institution’s BSA/AML program while minimizing risks
Demonstrate to regulators that your institution is serious about its responsibilities
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.
3 Sessions; Scheduled for 60 minutes including question and answer period.
Planning master Daniel Clark will provide a deep understanding of the strategic planning process. You will learn how to set objectives, assess risks, create a strategic business plan, and lead its implementation.
What You'll Learn
Participate in your financial institution’s planning process
Evaluate the strategic plans of your clients or members
Demonstrate your expertise inside and outside your organization
Advance your career with planning skills in high demand
Audit expert Daniel Clark will guide you in making your reports come alive with useful details, clear explanations, and actionable insights. You will learn how to write better while completing documents more efficiently.
Earn a prestigious banking certification in 5 sessions.
Payments consultant Kimberley Williams will demystify the infrastructure behind electronic banking. You will learn how to provide the services that your customers or members demand while protecting your institution from undue risk.
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.
Benefits of Certification
Learn how to comply with laws and regulations for real estate loans
3 Sessions - Scheduled for 60 minutes including question and answer period.
Human resources, safety, and legal experts will explain how to update your COVID-19 safety practices and policies for 2021. You will learn the latest guidance for financial institutions to protect your team, ensure compliance, and avoid liability.
Learn the latest OSHA requirements
Update workplace and branch safety protocols
Understand compliance requirements for auditing PPP loans
Protect your financial institution from potential legal liability
Prove your knowledge to colleagues, customers, and regulators