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.
Cybersecurity law attorney Julia Jacobson will share lessons learned from recent high-profile attacks. You will learn the specific steps you need to take internally and what precautions you should require of your vendors.
What You'll Learn
How do recent ransomware threats differ?
What are regulators’ current views on ransomware?
What roles have vendors played in recent attacks?
How can you mitigate supply chain risk?
When should you involve law enforcement?
How can you build a ransomware response team and plan?
Legal expert Daniel Cotter will explain how the end of the foreclosure moratorium will affect your financial institution. You will learn how to handle mortgages currently in default.
What You'll Learn
How does the Supreme Court decision limit you from proceeding with foreclosures?
What impact does the pandemic continue to have on defaults?
What action should you take since the moratorium ended?
How do student loan debt protections affect financial institutions?
What will increased defaults mean for your institution?
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.
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.
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?
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.
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?
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?
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?
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?
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.
