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.
Cannabis banking expert Paul Dunford will guide you through information-packed sessions filled with immediate action items. You will learn how to support a cannabis banking program in your institution while limiting risk and maintaining legal compliance.
Topics Covered
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.
Topics Covered
CRA expert Rheanna Rodriguez will show you the value of community development activities and provide step-by-step instructions you can incorporate into your 2022 plan.
Topics Covered
CRA expert Rheanna Rodriguez will help you identify and leverage existing bank practices to build a strong CRA program regardless of the size of your bank.
Topics Covered
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.
Topics Covered
UMACHA’s Education Team of Kimberly Ellis and Jason Johnson will walk you through a few case studies that their members have brought to them from their institutions. You will learn how to handle unusual ACH issues.
Topics Covered
ACH expert Kim Ellis will provide step-by-step practical guidance to show you how to update your financial institution’s procedures. You will learn how Meaningful Modernization will affect you and your accountholders.
What You'll Learn
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
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
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
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
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
