Private Banker

Leveraging Multi-Generational Talent: A Leadership Workshop (1.5 SHRM-CP Credits)

This session is ideal for supervisors, branch managers, department heads, and anyone else who wants to…
IRA Beneficiary Payouts Workshop

This interactive session is ideal for CSRs, tellers, operations department reps, call center employees, and anyone…
Commercial Construction Lending

This session is ideal for commercial lenders, credit analysts, and support staff that deal directly with…
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…
CRE Lending Training Program- Part 2

Commercial loan officers, private bankers, junior commercial real estate lenders, and other banking professionals who need…
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…
CRE Lending Training Program- Part 1

Commercial loan officers, private bankers, junior commercial real estate lenders, and other banking professionals who need…
Opening New Accounts – Part 3 (3 Part Series)

Defining Trustee, Personal Representative, and Fiduciary Roles and ResponsibilitiesTIN Compliance for Trust, Minor and Fiduciary Accounts…
Opening New Accounts – Part 2 (3 Part Series)

Business Account DocumentationResolutions – Purpose and Proper Completion Business Taxation Options and Why We Have To…