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  • Learn More, Pay Less with OnCourse – Now Through October 14

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    Unlock your potential and save! For a limited time, we’re making it easier than ever to invest in your professional growth. Whether you’re looking to level up your skills, earn continuing education credits, or explore new topics, our webinars, workshops, and streaming sessions give you the flexibility to learn on your schedule, while keeping more […]

  • Best-Ever Compliance Checklists for Commercial Loans – September 23 – 2.5 CRCM Credits

    We tend to think of commercial loans as being free of troublesome compliance requirements, but that simply is not accurate. This webinar will present and explain a checklist for commercial loans. Several compliance-related laws apply to commercial loans as well as consumer loans. This colorful checklist, patterned after the popular Best-Ever Consumer Checklists, will guide […]

  • Board Packet Contents: Maximize Effectiveness – September 24

    In this session, we will discuss the types of reports to include in board packages. We’ll also address how these reports should be utilized to ensure your directors are receiving the pertinent details needed to stay informed of issues impacting your institution and to make effective, risk-based decisions on its behalf. We will also address […]

  • Commercial Loan Defaults, Waivers, Workouts and Amendments – September 27

    This program will cover guidelines for the institution in a workout situation, including the documentation to consider before, during, and after negotiations take place with borrowers and guarantors. Assessing lien positions and likely recoveries in bankruptcy and in the absence of a workout will also be discussed. Empower yourself with the knowledge and skills you […]

  • Reg E Decoded: A Workshop on Electronic Funds Transfer Regulations – October 1 – 3 CRCM Credits

    In this session, we will review the specific error resolution requirements of Reg E, discuss procedural best practices and provide tips on documenting your investigation. You will have the opportunity to break out into small groups to work through “real life” error resolution situations and discuss your process for meeting regulatory requirements and preventing costly […]

  • Artificial Intelligence and Cybersecurity – October 1

    Attend this session to learn more about AI and how to secure it. A checklist of security and privacy threats is provided so attendees can act and update their IT risk assessment and information security program. This webinar will help leaders understand artificial intelligence and data protection strategies for their institutions.

  • 2025 Head Teller Training: All-Day Streaming – October 2

    Many head tellers are teaching the next generation of tellers who will go on to manage our financial institutions in the future. You will learn the importance of cash handling, the legal issues behind checks, how to place holds, and many security and fraud procedures. Learn how to stay in compliance, minimize fraud and help […]

  • Avoiding Check Fraud Liability: From Prevention to Loss Allocation – October 2

    Check fraud losses are estimated to exceed $18 billion each year. With more and more altered and counterfeit checks flooding financial institutions, this number is sure to increase. Unfortunately, many financial institutions fail to teach front-line staff the fundamentals of avoiding check fraud. Further, when a loss does occur, some institutions don’t understand how the […]

  • The State of UDAAP: Where Are We Now with All the Regulatory Changes? – October 3 – 2.5 CRCM Credits

    Institutions must be familiar with the standard means for compliance and the risk management process, as well as what is important today in this dynamic regulatory environment. Technical compliance is no longer the only issue to be concerned about, as UDAP/UDAAP can found even though every “normal” compliance requirement may have been strictly followed. In […]

  • Lending to Non-Profit Organizations – October 6

    This course is designed to provide community institutions with skills necessary to analyze non-traditional borrowers such as non-profit organizations. It will introduce participants to the various types of NPOs and present appropriate methods of analyzing and lending to these types of entities.

  • Bank Trainers Conference

    Experience the premier event for HR and Training Professionals in the banking, credit union, and non-bank sector. It’s where careers take off, institutions begin to scale, and industry leaders unite. #BankTrainers2025 is right for you if you want to … Get inspired – Hear from top training and HR speakers, leaving you inspired and ready […]

  • Fair Lending Essentials and Update – October 7 – 2 CRCM Credits

    Federal fair lending enforcement actions against financial institutions continue to poise huge risks to any intuition, regardless of size or complexity. In this session, you’ll review the key elements of an effective fair lending program, gain tactical tips for maintaining compliance, and learn to avoid common challenge areas that leave your institution open to unnecessary […]

  • Small Business Lending Training Program- Part 1 – October 7

    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.

  • Consumer Lending Underwriting 101: From Application to Approval – October 8

    This webinar will cover the consumer lending process from the application to the decision stage. After completing this webinar, the participants will have a better understanding of underwriting consumer loans from the application, investigation, evaluation, and decision stage.

  • Strategic Planning for Your Institution: It’s All About Your Strategy! – October 9

    Whether your institution lacks a cohesive strategy or wants to review existing plans, this webinar will address critical questions about your institution’s vision, employee alignment with that vision, cultural and brand consistency, risk identification, and having the right people in the right roles. After attending this webinar, you will be able to clarify your vision, […]

  • Appraisal Bias, Automated Valuation Models (AVMs), and Reconsiderations of Value (ROVs): How Should We Handle This? – October 9 – 2.5 CRCM Credits

    Last year, the regulatory agencies, as well as HUD, FHFA, and Fannie Mae and Freddie Mac, issued their Final Interagency Guidance on ROVs, which creates clear expectations on mortgage lenders to formulate and execute programs to provide customers with access to ROV requests, as well as how to handle them once received. Final regulations were […]

  • Lending Compliance 101 – October 10 – 2.5 CRCM Credits

    Let’s get down to the basics. We will cover requirements, guidelines, and rules for lending. All information in the webinar will be clearly documented in a colorful and user-friendly handbook. This is a wonderful resource that lenders, loan processors, and compliance officers will refer to time and time again. In addition to providing compliance summaries, […]