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  • SAR: Line-by-Line – October 14

    During the webinar, we will review line-by-line the text fields and requirements to complete the SAR.

  • IRAs Part 3: Distributions to IRA Owners and Beneficiaries – October 15 – 2.5 CISP Credits

    IRA Distributions are the subject that breeds the most questions. There have been three different ages in the last five years determining when IRA owners must begin mandatory distributions from their IRAs. It’s been difficult to explain the difference between when the new regulation becomes “effective” vs. when the regulation will actually “affect” an IRA […]

  • What To Do When Your Vendor Gets Hacked – October 15

    In today’s world, nearly every business function can be outsourced to a cloud provider. However, outsourcing a business function does not outsource the risk of protecting your customer information. Proactive vendor management is essential for organizations to make the right business decisions about the partners they choose. Combining Vendor Management with a strong Incident Response […]

  • Welcome to Banking – October 16 – 2 CRCM Credits

    We will discuss the function and responsibilities of each department in your institution, so you can see how your role impacts your fellow employees and your accountholders. In addition, we will touch on how mobile banking and mobile transactions enhance and support the “traditional” products and services offered by financial institutions. We will also detail […]

  • Coaching Tellers to Excellence – October 16 – 2 SHRM-CP Credits

    How successful do you expect your tellers to be? How big is the gap between what you want and what they deliver on? This program will help you see how you can put coaching techniques into your leadership skills and get positive and meaningful results.

  • Mastering CECL Model Validation: Back-Testing for Accuracy and Success – October 17 – 1 CPE Credits

    Participants will gain practical knowledge on defining and implementing robust back-testing methodologies, focusing on the analysis of weighted average loss and prepayment rates across active vintages. We will explore how to compare forecasted results with actual outcomes, identify historical trends, evaluate charge-off cycles, and document findings to drive meaningful model configuration updates. Attendees will enhance […]

  • CAVA RMA Commercial Lending School

    Featured
    Truist Corporate Center Greensboro, NC, United States

    The North Carolina Bankers Association and the Carolinas–Virginias Chapter of the Risk Management Association (CAVA) will hold its 2025 Annual School October 20 – October 24. The School offers three […]

  • Advanced Tax Return Analysis for Financial Professionals – October 20

    The session will begin with a brief review of analyzing a business owner’s personal 1040 tax return. It will include the return of an LLC, S corporation, and C corporation, including Schedules M-1 and M-2, Schedule K-1, pass-through transactions, and other deductions. The remainder of the webinar will cover advanced tax topics related to business […]

  • Branch Manager Bootcamp: Leading Service Excellence (10/22 or 10/30)

    Objective: This session focuses on the relationship building process to identify how to gain the trust of your client, gain a larger share of wallet, and present solutions that solve your clients’ needs. Key Skill Transfers/Takeaways: Mastering pre-call planning. Learning to call virtually or in-person on the right (most profitable) clients and prospects. Building relationships […]

  • IRAs Part 4: Successfully Auditing your IRA Files – October 22 – 2.5 CISP Credits

    Whether you have boxes of old IRA folders or you have imaged your IRA files, it is always vital that you have the correct and latest information in your customer files. You never know when you may have to go back and access applications, beneficiary designations, contribution and distribution information, or reporting data. Missing or […]

  • Small Business Lending Training Program- Part 2 – October 22

    This program emphasizes the core skills necessary to review and analyze small business lending requests. It gives participants the financial skills and confidence to ask appropriate questions to uncover financing needs. The result is a more profitable customer relationship.

  • Professional Women’s Conference

    Featured
    Grandover Resort 1000 Club Rd, Greensboro, Greensboro, NC, United States

    This conference is designed for women who are interested in enhancing their careers and personal and professional networks.

  • Bi-Monthly Compliance Briefing – October 2025 – October 23 – 2.5 CRCM Credits

    Keeping up with changes and deadlines in the compliance area gets more complex every year. Now, we can assist you with that task. This series includes bi-monthly (6), two-hour webinars focused on the most recent changes to the compliance landscape. Carl Pry, a well-known and highly respected compliance expert and recipient of the 2015 ABA […]

  • Developing Future-Ready Bankers: Exclusive Series with Jim Marous – October 28

    In this series of recorded episodes with bonus live Q&A, banking expert and podcaster Jim Marous will equip banking professionals with the skills and knowledge to thrive in a rapidly evolving industry. Jim will be joined by five industry experts and seasoned banking professionals to explore the transformative role of AI in today’s financial environment, […]