Consumer Lender/Retail Banker

Understanding the Role of the Notary Public

This session is ideal for financial institution legal counsel, managers, supervisors, notaries, and potential new notaries.
Demystifying Trusts: Establishing Deposit Accounts and Loans

This session is ideal for financial institution employees involved with opening new accounts, deposit or loan…
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…
Cash Flow Analysis (1 CPE Credit)

This session is ideal for commercial lenders, credit analysts, small business lenders, middle market lenders, private…
What You Should Know About the Advantages and Pitfalls of Loan Participations

This session is ideal for chief executive officers, chief operating officers, loan committee board members, senior…
Controlling the Risks of Power of Attorney Documents

This session is ideal for financial institution employees involved with opening new accounts, deposit or loan…
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…
Dealing with Appraisals and Valuations: Regulations and Requirements, including Recent Developments – Part 1 (2 Part Series) (5 CRCM Credits)

Utilizing existing appraisals: Criteria for acceptance Appraisal Management Company (AMC) requirements Reg. Z valuation rules: When…
Converting Accrual Financial Statements Into Cash Flow

Obtain a good understanding of how to convert an accrual basis financial statement into cash flowKnow…
Dealing with Appraisals and Valuations: Regulations and Requirements, including Recent Developments – Part 1 (2 Part Series) (5 CRCM Credits)

What is an appraisal? What is an evaluation? What is the difference? What are the requirements…