On Demand

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. 

On Demand

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  1. Writing Your Bank’s Call Report 101
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    • On-Demand
    Writing Your Bank’s Call Report 101

    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?
    • On-Demand
    Writing Your Bank’s Call Report 101
    Chris Hill and Bob Greene
    From $149.00
  2. Microsoft Excel® Data Analysis Series: From Fundamentals To Advanced
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    • Series
    Microsoft Excel® Data Analysis Series: From Fundamentals To Advanced

    Data analyst and Excel master Miri Miller will guide you through these two fast-paced sessions. You will learn a massive amount in a short time and come away being able to apply these new skills to your spreadsheets immediately.

    What You'll Learn

    • Excel terms and navigation
    • Data organization through filtering and sorting
    • Transpose
    • Text functions and nest statements
    • Basic math functions
    • Advanced math functions
    • VLookup
    • XLookup
    • Advanced functions
    • PivotTables for large quantities of data
    • Visualizations and PivotCharts
  3. Excel Fundamentals: Getting Started With Data Analysis
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    • On-Demand
    Excel Fundamentals: Getting Started With Data Analysis

    Data analyst and Excel master Miri Miller will distill the most critical features and functions into clear actions. You will learn how to analyze data in less time.

    Topics Covered

    • Excel terms and navigation
    • Data organization through filtering and sorting
    • Transpose
    • Text functions and nest statements
    • Basic math functions
    • Advanced math functions
  4. BSA 101: Annual BSA Update For All Staff And Employees Of Financial Institutions
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    • On-Demand
    BSA 101: Annual BSA Update For All Staff And Employees Of Financial Institutions

    Financial compliance attorney Timothy Dunfey will provide a comprehensive overview of BSA and highlight the latest requirements. You will learn the specific steps your institution must take to comply.

    What You'll Learn

    • What is money laundering?
    • What must financial institutions do to stop it?
    • How can you comply with BSA, AMLA, USA Patriot Act, and OFAC?
    • What are the five pillars of AML?
    • What risks do financial institutions face related to financial crime?
    • How can you mitigate risks?
  5. Difficult Conversations About Bias, Masks, Hygiene, And More: Step-By-Step Guidance For Financial Institutions
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    • On-Demand
    Difficult Conversations About Bias, Masks, Hygiene, And More: Step-By-Step Guidance For Financial Institutions

    Human resources expert Jenni Stone will share scenarios that require intervention, tips for approaching them, and sample language you can use to say the things that may be hard to hear.

    What You'll Learn

    • How should you talk with employees who refuse to wear masks?
    • What techniques work for handling difficult employees and disruptive behaviors?
    • What approach is most effective for having difficult conversations online?
    • How should you address personal habit and hygiene issues?
    • How can you broach race, bias, and microaggressions?
  6. How To Avoid Common TRID Errors: Compliance Roadmap
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    • On-Demand
    How To Avoid Common TRID Errors: Compliance Roadmap

    Regulatory compliance counsel Michael Christians will help your financial institution fine-tune its TRID compliance. You will learn how to avoid common areas and discover process improvements.

    Topics Covered

    • The Loan Estimate
    • The Written List of Service Providers
    • The Home Loan Toolkit
    • The Closing Disclosure
  7. PPP Loan Forgiveness Live Q&A
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    • On-Demand
    PPP Loan Forgiveness Live Q&A
    Scheduled for 45 minutes question and answer period.

    Attorney and PPP expert Brandon Ketron will explain the current loan forgiveness requirements and procedures, helping you maximize funds for your organization.

    What You Will Learn

    • What is the new SBA Loan Neccesity Questionnaire?
    • How do for-profit vs. not-for-profit questionnaires work?
    • What are the most recent congressional considerations?
    • What are the necessary forms?
    • What loan procedures should financial institutions follow?
    • What is the covered period?
    • On-Demand
    PPP Loan Forgiveness Live Q&A
    Brandon Ketron
    $99.00
  8. Updated Mortgage Transaction Reporting Thresholds (Details Of Regulation C)
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    • On-Demand
    Updated Mortgage Transaction Reporting Thresholds (Details Of Regulation C)
    Scheduled for 60 minutes including question and answer period.
    Leading attorney and compliance expert Michael Christians will explain the latest CFPB updates and the details of Regulation C. You will learn how to ensure your institution adheres to current requirements for reporting information on mortgages.

    What You'll Learn

    • What are the changes to the transaction reporting thresholds?
    • How does the HMDA institutional coverage test work?
    • What transactions are subject to reporting?
    • What are the requirements for data collection?
    • How must you record, report, and disclose HMDA data?
  9. The Truth In Lending Act: Steps To Implement Regulation Z Changes
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    • On-Demand
    The Truth In Lending Act: Steps To Implement Regulation Z Changes
    Scheduled for 60 minutes including question and answer period.
    Leading attorney and compliance expert Michael Christians will reveal the proposed changes to the qualified mortgage and ability to repay requirements. You will learn how to protect both your financial institution and your borrowers.

    What You'll Learn

    • What changes are proposed to the definition of a qualified mortgage?
    • How does the ability to repay rule apply?
    • What are the specific rules for mortgage loans?
    • What unique requirements relate to credit cards?
    • How can you properly advertise credit products?
  10. FMLA and COVID-19: What Banks Need To Know, In 90 Minutes
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    • On-Demand
    FMLA and COVID-19: What Banks Need To Know, In 90 Minutes
    Scheduled for 60 minutes including question and answer period.
    Human resources expert Teri Morning will explain how to apply FMLA leave to COVID-19 situations. You will learn how to help employees who need to take time away while protecting your financial institution.

    Topics Covered

    • What are the three pillars of FMLA?
    • Which employees are eligible?
    • What are the employer obligations?
    • What are considered serious health conditions?
    • When is COVID-19 a reason for taking FMLA leave?
    • Are medical certifications necessary?
    • How should you handle intermittent leave?
  11. A Deep Dive Into The Right Of Rescission: Regulatory Requirements
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    • On-Demand
    A Deep Dive Into The Right Of Rescission: Regulatory Requirements
    Scheduled for 60 minutes including question and answer period.

    Regulatory compliance counsel Michael Christians will lead you through a deep dive into the right of rescission. You will learn the who, what, when, why, and how of the three-day right to cancel.

    What You'll Learn

    • Who is entitled to exercise the right to cancel?
    • What are the effects of rescission?
    • When do borrowers/owners exercise the right to cancel?
    • How can you comply with regulatory requirements?
  12. Excel At Excel: Data Analysis For Banks And Credit Unions
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    • On-Demand
    Excel At Excel: Data Analysis For Banks And Credit Unions
    Scheduled for 60 minutes including question and answer period.
    Daniel Cotter will show you specific steps, features, and functions that you can apply to use Excel to your full advantage. You will learn the best practices for using spreadsheets in your financial institution.

    Topics Covered

    • Sorting data
    • Hiding data
    • Charting data
    • Filtering data
    • Using tables

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