• Branch Manager Bootcamp: Managing a Successful Branch (5/21 or 5/22)

    Objective: Branch Manager Bootcamp: Managing a Successful Branch focuses on the foundation skills of a Branch Manager. Managers learn the key elements of managing a successful branch: selecting the team, staffing and scheduling, procedures, and building the team. Key Skill Transfers/Takeaways: Learning to create an energetic and productive workplace. Learning to manage the branch team […]

  • Human Vulnerabilities in a Digital Age

    Protecting Financial Institutions from Human-Centric Cyber Threats Cybercriminals are evolving—and increasingly exploiting people instead of just technology. From phishing and social engineering to deepfakes and AI deception, human vulnerabilities are a growing risk for financial institutions. In this 45-minute webinar, plus a 15-minute Q&A, discover how psychological factors like fatigue and digital overload are exploited—and […]

  • Creating a Welcoming, Winning, World-Class Workplace

    Online

    As executive orders and legal challenges reshape the Diversity, Equity, and Inclusion (DEI) landscape, companies are adapting their strategies to remain compliant while maintaining inclusive workplaces. How can organizations integrate […]

  • Creating a Welcoming, Winning, World-Class Webinar

    Discount Code: CWWW25 As executive orders and legal challenges reshape the Diversity, Equity, and Inclusion (DEI) landscape, companies are adapting their strategies to remain compliant while maintaining inclusive workplaces. How […]

  • Electronic Fund Transfer Act & Regulation E

    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 […]

  • Creating a Welcoming, Winning, World-class Workplace Webinar

    Program Overview As executive orders and legal challenges reshape the Diversity, Equity, and Inclusion (DEI) landscape, companies are adapting their strategies to remain compliant while maintaining inclusive workplaces. How can […]

  • Branch Manager Bootcamp: Leading Service Excellence (6/18 or 6/26)

    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 […]

  • 2025 Fraud Academy

    Fraud Academy is a pioneering initiative designed to arm bankers with the skills needed to detect and combat fraud. Our unique program features insights from experts across the DEA, FBI, […]