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Banking and Finance Online Training


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Online Training

Excel Explained: Pivot Tables 101 Thursday, June 18th

What You Need to Know About Today's Ransomware Attacks Monday, June 22nd

Today's Information Security Officer: Roles and Responsibilities Tuesday, June 23rd

Auditing Your Signature Cards Tuesday, June 23rd,

HMDA Hot Spots Wednesday, June 24th

New BSA Officer Training Wednesday, June 24th

Total TRID Training - Four Part Series

Handling Deceased Accounts and Checks Thursday, June 25th

Residential Construction Lending Friday, June 26th, 2020

CRE Appraisals: Components, Approaches to Value & Cap Rates Monday, June 29th

15 Behaviors That Make Working With You Difficult Tuesday, June 30th

Branch Reopening: the Plan to Safely Open the Doors Wednesday, July 1st

Dealing with Subpoenas, Summonses, Garnishments, Tax Levies, Etc. Tuesday, July 7th

Best-Ever Compliance Checklists for Consumer Loans Tuesday, July 7th

Escrow Accounts Compliance Wednesday, July 8th

BSA: CIP and CDD Update Thursday, July 9th

Branch Manager Best Practices Friday, July 10th

Introduction to Commercial Lending Monday, July 13th, 2020

Online Account Opening Tuesday, July 14th

What to Do When a Customer Dies Wednesday, July 15th

Pros and Cons of Social Media Use by Institutions and Their Employees Wednesday, July 15th

Checks - Endorsements, Fraud and Compliance Issues Thursday, July 16th

Lending to Churches & Other Religious Institutions Monday, July 20th

Beyond Reg H: Thinking Outside of the Box Tuesday, July 21st

Rise of Fintech in Consumer Loans: Threat or Opportunity? Tuesday, July 21st

The Fair Debt Collection Practices Act: Then and Now Wednesday, July 22nd

25 Overdraft Privilege Issues and How to Avoid them Wednesday, July 22nd

25 Questions Customers Ask About Business Accounts Thursday, July 23rd

SSAE18, SOC 1, SOC 2 - What Do I Need? Friday, July 24th

CRE Appraisals: Regulations and the Review Process Monday, July 27th

Opening Minor Accounts Tuesday, July 28th

Flood Rules for Commercial Real Estate Thursday, July 30th