Operations

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.

Operations

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  1. Master Excel: A Four-Part Series
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    • Live Session
    • Series
    Master Excel: A Four-Part Series
    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.

    Series Includes

    • Excel Fundamentals
    • Next Steps with Excel
    • Intermediate Excel
    • Advanced Excel
    • Live Session
    • Series
    Master Excel: A Four-Part Series
    Tuesday, August 10 and Wednesday August 11, 2021; 11:30 AM and 1:00 PM Eastern
    Miri Miller
    $499.00
  2. How To Guide: Ransomware Crisis Communications Before, During, And After An Attack
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    • Live Session
    How To Guide: Ransomware Crisis Communications Before, During, And After An Attack
    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?
    • How can you stay on message?
    • Live Session
    How To Guide: Ransomware Crisis Communications Before, During, And After An Attack
    Wednesday, August 4, 2021; 12:30 PM Eastern
    Dan Rene and Bob Greene
    From $149.00
  3. Risk-Based Audit Practices: Post-Pandemic Approaches
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    • Live Session
    Risk-Based Audit Practices: Post-Pandemic Approaches
    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?
    • How can technology drive excellence?
    • Live Session
    Risk-Based Audit Practices: Post-Pandemic Approaches
    Friday, August 6, 2021; 12:30 PM Eastern
    Daniel A. Clark
    From $149.00
  4. How To Prepare For The Foreclosure Moratorium To End On July 31
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    • Live Session
    How To Prepare For The Foreclosure Moratorium To End On July 31
    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?
    • Live Session
    How To Prepare For The Foreclosure Moratorium To End On July 31
    Wednesday, July 28, 2021; 3:00 PM Eastern
    Daniel Cotter
    From $149.00
  5. Breaking: CFPB’s Decision To Resume MLA Examinations: What You Must Know
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    Breaking: CFPB’s Decision To Resume MLA Examinations: What You Must Know

    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?
  6. Agile Audit: Assuring Post-COVID-19 Relevance
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    • On-Demand
    Agile Audit: Assuring Post-COVID-19 Relevance

    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?
    • How can you balance agility with compliance?
  7. How To Read Your Bank’s Call Report
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    • Live Session
    How To Read Your Bank’s Call Report
    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?
    • Live Session
    How To Read Your Bank’s Call Report
    Wednesday, July 14, 2021; 1:00 PM Eastern
    Chris Hill and Bob Greene
    $149.00
  8. Term Deposits After The Pandemic: New Products Consumers Want
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    • Free Webinar
    Term Deposits After The Pandemic: New Products Consumers Want
    Scheduled for 60 minutes including question and answer period. Thursday, July 8, 2021; 2:00 PM Eastern

    Banking veteran Neil Stanley will explain how CDs are evolving. You will learn how to use term deposit products to grow.

    By registering for this free webinar, your contact information will be shared with Neil Stanley.

    What You Will Learn

    • How does the current financial environment differ from past crises?
    • How will the current economic dynamics revive competition for deposits?
    • Why will term deposits continue to be the preferred product for growth?
    • What are strategic bankers doing to secure properly priced deposits?
    • What technology enables term deposits to emulate mutual funds?
    • How should you react to the market to attract deposits now?
    • Free Webinar
    Term Deposits After The Pandemic: New Products Consumers Want
    Thursday, July 8, 2021; 2:00 PM Eastern
    Neil Stanley
    $0.00
  9. ACH Exceptions
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    • Live Session
    ACH Exceptions
    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?
    • Live Session
    ACH Exceptions
    Wednesday, June 30, 2021; 2:00 PM Eastern
    Kimberly Ellis
    $149.00
  10. How To Write Your Bank's Call Report: Improve Quality And Efficiency
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    • Series
    How To Write Your Bank's Call Report: Improve Quality And Efficiency
    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.

    Sessions Include

    • Writing Your Bank’s Call Report 101
    • Writing Your Bank's Call Report: A Deep Dive
    • Series
    How To Write Your Bank's Call Report: Improve Quality And Efficiency
    Live Session: Tuesday, June 29, 2021; 1:00 PM Eastern
    Chris Hill and Bob Greene
    $199.00
  11. Writing Your Bank’s Call Report: A Deep Dive
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    • Live Session
    Writing Your Bank’s Call Report: A Deep Dive
    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?
    • Live Session
    Writing Your Bank’s Call Report: A Deep Dive
    Tuesday, June 29, 2021; 1:00 PM Eastern
    Chris Hill and Bob Greene
    $149.00
  12. Customer Service 101: Communication Toolbox Certification
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    • Certification
    Customer Service 101: Communication Toolbox Certification
    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

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