Your institution relies on smooth operations processes to please accountholders, ensure transaction accuracy, and increase efficiency. Through these sessions, you can discover proven best practices and innovative approaches.
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.
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ACH expert Kim Ellis will explain all the new rules and how they affect your institution. You will learn what procedural changes to make immediately and how to prepare for upcoming requirements.
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ACH experts Kimberly Ellis, Jennifer A. Miller, and Eric Wester will share real-life examples to illustrate how originating and receiving institutions handle transactions. You will learn the intricacies that add complexity to ACH.
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ACH expert Eric Wester will detail the basic rules of ACH. You will learn how to follow them, maintain institutional compliance, and communicate requirements.
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ACH expert Kimberly Ellis will explain the responsibilities of financial institutions that receive ACH transfers. You will learn how to handle both routine and complex transactions.
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ACH expert Eric Wester will explain the responsibilities of financial institutions that originate ACH transfers. You will learn how to process transactions and handle exceptions.
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ACH expert Jennifer A. Miller will explain the most significant risks. You will learn how to undertake a risk assessment, identify specific concerns, and avoid questionable transactions.
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ACH expert Kimberly Ellis will review the ACH products available. You will learn how to please your accountholders with convenient, secure, and fast transfer services.
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CRA expert Rheanna Rodriguez will walk through a comprehensive plan you can follow to establish a robust program in your institution. You will learn how to embrace your community and please regulators.
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Microsoft® Certified Trainer and Excel expert Jackie Kiadii will share the tips, tricks, and shortcuts her students have voted the most useful and impactful. You will learn an enormous amount on a whirlwind tour of tips from beginner to advanced.
What You'll Learn
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
ACH expert Kimberly Ellis will explain how to handle ACH disputes. You will learn the latest rules and master the requirements for your financial institution.
What You'll Learn
