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

Items 1-12 of 55

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  1. CRA: Transition From Small To ISB Or ISB To Large Bank Test
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    • On-Demand
    CRA: Transition From Small To ISB Or ISB To Large Bank Test

    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

    • How to prepare for a transition from a small bank to an ISB
    • How to prepare for a transition from an ISB to a large bank
    • Importance of a CRA strategy and goals
    • Importance of creating a CRA program
    • Importance of monitoring lending levels and trends
    • Creation of a self-assessment
  2. Timesaving Excel Tips From A Microsoft® Certified Expert
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    • On-Demand
    Timesaving Excel Tips From A Microsoft® Certified Expert

    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

    • Basic shortcuts
    • Creating workbooks
    • Formatting
    • Navigating spreadsheets
    • Selecting and highlighting data
    • Creating and formatting charts
    • Formulas and functions
  3. Microsoft Excel® Data Analysis Series: From Fundamentals To Advanced
    Quick View
    • Series
    Microsoft Excel® Data Analysis Series: From Fundamentals To Advanced

    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

    • Excel terms and navigation
    • Data organization through filtering and sorting
    • Transpose
    • Text functions and nest statements
    • Basic math functions
    • Advanced math functions
    • VLookup
    • XLookup
    • Advanced functions
    • PivotTables for large quantities of data
    • Visualizations and PivotCharts
  4. Writing Your Bank’s Call Report 101
    Quick View
    • Live Session
    Writing Your Bank’s Call Report 101
    Scheduled for 60 minutes including question and answer period. Thursday, December 15, 2022; 1:30 PM Eastern

    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.

    Topics Covered

    • What is the purpose of the call report?
    • How can you streamline the preparation process?
    • What methods can you use to improve call report accuracy?
    • What tools will enable you to ensure consistency and sustainability?
    • Live Session
    Writing Your Bank’s Call Report 101
    Thursday, December 15, 2022; 1:30 PM Eastern
    Chris Hill and Bob Greene
    From $189.00
  5. ACH Disputes
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    • On-Demand
    ACH Disputes

    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

    • How does Regulation E require you to investigate consumer disputes?
    • What is a Written Statement of Unauthorized Debit (WSUD)?
    • How can you resolve an ACH dispute outside of the ACH return timeframes?
    • What is the new rule for limitations on warranty claims?
    • On-Demand
    ACH Disputes
    Kimberly Ellis
    $129.00
  6. Introduction To Excel: The Basics
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    • On-Demand
    Introduction To Excel: The Basics

    Microsoft® Certified Trainer and Excel expert Jackie Kiadii will provide you with a firm Excel foundation, taught at a steady pace to make it easy to follow along and with highly interactive, hands-on exercises so that you get the chance to practice your skills alongside an expert. You will also learn shortcuts to make your work in Excel faster and more efficient.

    What You'll Learn

    • Five ways to create a workbook in less time
    • How to navigate the workbook
    • The quickest way to select data
    • How to enter text and numbers
    • Copying, cutting, pasting, and moving data
    • Saving workbooks in multiple formats
    • On-Demand
    Introduction To Excel: The Basics
    Jackie Kiadii
    From $149.00
  7. ACH 101 For Frontline Staff
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    • On-Demand
    ACH 101 For Frontline Staff

    ACH expert Kimberly Ellis will help your frontline staff understand ACH transactions and enable them to provide exceptional customer service. Attendees will receive the necessary overview to ask their supervisors questions about how their financial institutions handle ACH transactions.

    What You'll Learn

    • Why is ACH becoming even more important now?
    • How do the ACH network and its participants operate?
    • What is the typical transaction flow?
    • What are the various types of ACH exceptions?
    • How should you handle exceptions?
    • What information should frontline staff give to account holders?
    • On-Demand
    ACH 101 For Frontline Staff
    Kimberly Ellis
    $149.00
  8. Writing Your Bank’s Call Report: A Deep Dive
    Quick View
    • On-Demand
    Writing Your Bank’s Call Report: A Deep Dive

    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?
    • On-Demand
    Writing Your Bank’s Call Report: A Deep Dive
    Chris Hill and Bob Greene
    $149.00
  9. How To Read Your Bank’s Call Report
    Quick View
    • On-Demand
    How To Read Your Bank’s Call Report

    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?
    • On-Demand
    How To Read Your Bank’s Call Report
    Chris Hill and Bob Greene
    $149.00
  10. How To Write Your Bank's Call Report: Improve Quality And Efficiency
    Quick View
    • On-Demand
    • Series
    How To Write Your Bank's Call Report: Improve Quality And Efficiency

    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
  11. ACH Exceptions
    Quick View
    • On-Demand
    ACH Exceptions

    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?
    • On-Demand
    ACH Exceptions
    Kimberly Ellis
    $149.00
  12. Term Deposits After The Pandemic: New Products Consumers Want
    Quick View
    • On-Demand
    • Free Webinar
    Term Deposits After The Pandemic: New Products Consumers Want

    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?
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