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.
4 Sessions scheduled for 75 minutes including question and answer period.Tuesday, August 10 and Wednesday August 11, 2021; 11:30 AM and 1:00 PM Eastern
Excel expert Miri Miller will walk through the basics of Excel and move into advanced Excel tools with hands-on examples and shortcuts. You will learn the powerful features of Excel.
Scheduled for 60 minutes including question and answer period.Wednesday, August 4, 2021; 12:30 PM Eastern
Public relations expert Dan Rene and nationally recognized corporate trainer Bob Greene will prepare you to respond to the increasingly likely reality of a ransomware attack. You will learn how to communicate quickly, accurately, and professionally to maintain your brand reputation.
What You'll Learn
How have communications regarding recent ransomware attacks fared?
How can you take control of the narrative?
What is the difference between reporting and reacting?
How can you prepare a crisis communication strategy?
What messages should you prioritize?
Who can speak on behalf of your organization?
What instructions should you give to employees about responding to the media?
Scheduled for 60 minutes including question and answer period.Friday, August 6, 2021; 12:30 PM Eastern
Risk management expert Daniel Clark will share the basics of conducting a risk-based audit. You will learn how to meet the regulators on their own ground and add more value to your institution.
What You'll Learn
What is a risk-based audit? Why is it useful?
What are the origins of risk-based auditing?
How can you translate risk to audit and audit to risk?
Scheduled for 60 minutes including question and answer period.Wednesday, July 28, 2021; 3:00 PM Eastern
Legal expert Daniel Cotter will explain how the end of the foreclosure moratorium will affect your financial institution. You will learn how to prepare now for July 31.
What You'll Learn
What impact does the pandemic continue to have on defaults?
What should you do when the moratorium on home foreclosures ends?
How do student loan debt protections affect financial institutions?
What will increased defaults mean for your institution?
Legal expert Daniel Cotter will distill the essential details of the CFPB June 16 interpretive rule. You will discover the impact of the resumption of MLA investigations and learn how to prepare.
What You'll Learn
What does the Military Lending Act cover?
Who is subject to the MLA?
What does the CFPB’s change in position mean for your institution?
How should you prepare now for examinations to resume?
Risk management expert Daniel Clark will unveil agile audit methodologies. You will learn practical techniques to apply immediately to your next audit and long-term strategies to increase your relevance.
What You'll Learn
What are agile audit techniques?
Why do financial institutions need agile auditors?
What specific steps should you follow to transform your approach?
Scheduled for 60 minutes including question and answer period.Wednesday, July 14, 2021; 1:00 PM Eastern
Banking expert Chris Hill and professional educator Bob Greene will decipher the structure and content of the call report. You will learn how to read, interpret, and understand the information.
Topics Covered
What information does the call report include?
What does the Uniform Bank Performance Report contain?
How should you interpret the data?
How can you use the information from these reports?
How does the call report compare to internal financial statements?
Can you use these filings to assess your competition?
Scheduled for 60 minutes including question and answer period.Wednesday, June 30, 2021; 2:00 PM Eastern
ACH expert Kim Ellis will share practical steps for handling ACH exceptions. You will learn how to process each type of return and minimize risks for your financial institution.
What You'll Learn
What three options does an RDFI have for an exception item?
What process should you follow for ACH returns, dishonored returns, and contested/corrected returns?
What are the timeframes allowed for each type of return?
How are Notifications of Change used? What are the risks?
2 Sessions scheduled for 60 minutes including question and answer period.Live Session: Tuesday, June 29, 2021; 1:00 PM Eastern
Banking expert Chris Hill and professional educator Bob Greene will share tactical guidance to improve your call report process and result. You will learn how to complete this essential document quickly and accurately.
Scheduled for 60 minutes including question and answer period.Tuesday, June 29, 2021; 1:00 PM Eastern
Banking expert Chris Hill and professional educator Bob Greene will delve into the intricate details of call report tools and processes. You will learn how to prepare your submission more efficiently and improve its accuracy.
Topics Covered
What tools will streamline the preparation process?
How can you improve call report accuracy?
What procedure should you follow to write an excellent call report?
What methods will ensure consistency and sustainability?
Nationally recognized communication authority Jeannie Davis will lead this comprehensive series. You will learn how to build a foundation of stellar customer service.
Benefits of Certification
Enhance your interpersonal communication skills
Immediately achieve a higher standard of customer service excellence
Demonstrate your knowledge to managers and colleagues
Earn a prestigious certification and propel your career
