• Understanding Commercial Loan Documents

    This course is ideal for lenders, loan assistants, loan operations personnel, credit analysts, and personnel involved in loan review, internal audit, and compliance.

  • Bank Accounting: Beyond the Basics – 5 Part Series – Part 2 (10 CPE Credits)

    The course is designed for those who understand the basis of bank accounting and desire to have a deeper understanding of accounting for more complex activities. In addition, a member of the accounting team that participates in the audit process and works with the bank’s financial statement auditors will improve their understanding of the basic concepts behind the audit assertions and control activities that apply to key areas of the bank’s financial statements, to include the basic concepts of consolidations and preparing a set of consolidated financial statements.

  • CRE Lending Training Program- Part 2

    Commercial loan officers, private bankers, junior commercial real estate lenders, and other banking professionals who need to understand the basic concepts of commercial real estate lending will benefit from this webinar.

  • The Rules and Regulations Governing ACH Transactions (1.8 AAP Credits)

    This webinar is ideal for ACH operations professionals, compliance officers, risk managers, and anyone responsible for ensuring the proper execution of ACH transactions. By the end of this session, you will have a grasp of the rules and regulations that govern ACH transactions and be well-prepared to apply them effectively in your organization.

  • Regulation E and Payments with Patti Joyner

    This event is hosted by Patty Joyner of Financial Solutions, a frequent presenter for the American Bankers Association where she serves as a faculty member of its prestigious Stonier Graduate School of Banking, National, Intermediate and Graduate Compliance Schools and frequent presenter at ABA’s highly effective in-bank compliance schools for larger financial institutions. Additionally, Patti […]

  • Unlock the Secrets to Accurate Loan Reporting in Call Reports (2 CPE Credits)

    If you’re a loan officer, loan assistant, or part of the loan operations or Call Report preparation team, this webinar is your chance to sharpen your skills and stay ahead of the game. Even seasoned Call Report preparers, reviewers, and auditors will uncover insights to boost their accuracy and efficiency. This two-hour power session is also a perfect way to complement your annual comprehensive Call Report training – regulators recommend it, and your career will thank you for it.

  • Bank Accounting: Beyond the Basics – 5 Part Series – Part 3 (10 CPE Credits)

    The course is designed for those who understand the basis of bank accounting and desire to have a deeper understanding of accounting for more complex activities. In addition, a member of the accounting team that participates in the audit process and works with the bank’s financial statement auditors will improve their understanding of the basic concepts behind the audit assertions and control activities that apply to key areas of the bank’s financial statements, to include the basic concepts of consolidations and preparing a set of consolidated financial statements.

  • Cash Flow Analysis (1 CPE Credit)

    This session is ideal for commercial lenders, credit analysts, small business lenders, middle market lenders, private bankers, loan review specialists, special assets officers, lending managers, and credit officers.

  • Bi-Monthly Compliance Briefing – April 2025 (2.5 CRCM Credits)

    Anyone in the institution having compliance responsibilities – when you think about this, it could be just about anyone in the institution. This may include members of senior management, operations personnel, lending personnel, underwriters, customer service representatives, back-room personnel, and of course compliance officers, auditors, and attorneys, and anyone else in the institution that might benefit from this valuable information.