Branch Manager

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…
Alert! FDIC Official Signs and Advertising Requirements – May 1st Deadline (2.5 CRCM Credits)

Compliance, operations, marketing, training, and branch management personnel will all benefit from this session.
2025 Call Report Preparation: 2 Day Streaming – Part 2 (12 CPE Credits)

Preparer, Reviewer, or Signer: Perfect for all experience levels Loan Officers and Assistants: Gain a deeper…
Mastering the Art of Financial Storytelling: Best Practices for Visualizing Data (1 CPE Credit)

This session is ideal for employees from financial institutions who are involved in CECL processes. ARCSys…
BSA/AML and OFAC Compliance – 3 Part Series- Part 1 (7.5 CRCM Credits)

These rules impact anyone in your institution who has direct dealings with customers, such as Customer…
2025 Call Report Preparation: 2 Day Streaming – Part 1 (12 CPE Credits)

Preparer, Reviewer, or Signer: Perfect for all experience levels Loan Officers and Assistants: Gain a deeper…
Safe Deposit Boxes: Opening, Managing, and Avoiding Potential Legal Issues

This session is ideal for new accounts staff, branch managers, compliance officers, and anyone that uses…
CRE Lending Training Program- Part 1

Commercial loan officers, private bankers, junior commercial real estate lenders, and other banking professionals who need…
Bank Accounting: Beyond the Basics – 5 Part Series – Part 1 (10 CPE Credits)

The course is designed for those who understand the basis of bank accounting and desire to…
Opening New Accounts – Part 3 (3 Part Series)

Defining Trustee, Personal Representative, and Fiduciary Roles and ResponsibilitiesTIN Compliance for Trust, Minor and Fiduciary Accounts…