Virtual Classes
Virtual
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Car Interest Tax Reporting Under OBBBA!
Webinar | 90-minutes | February 12th, 2026 | 2:00pm-3:30pm CENTRAL Time | $199 The Department of the Treasury and the Internal Revenue Service at year end provided guidance on the “No Tax on Car Loan Interest” provision enacted under the One, Big, Beautiful Bill. The proposed regulations issued at year end relate to a new deduction…
$199.00 -
Handling Legal Documents – POAs, Trusts, Estates and Guardianships
Webinar | February 17th, 2026 | 10:00am-11:30pm CENTRAL Time | $199 Risk? Are taking court orders, power of attorneys and other documents too much risk? During this program we will look at the high risk involved in fiduciary accounts and the legal documents that come with them. From guardianships to power of attorneys, we will…
$199.00 -
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BSA/AML Officer Update
All-Day Class | March 11th, 2026 | 9:00am-3:00pm CENTRAL Time | $299 Need to get your training requirement in 2026? Or do you just need an update? Join us for this fast-paced update on BSA/AML/OFAC. Learn new risks for 2026 and incorporate those into your program and monitoring system. Learn what the end of reputational risks threats may…
$299.00 -
Opening Nonresident Alien Accounts
Webinar | 90 minutes | March 17th, 2026 | 2:00pm-3:30pm CENTRAL Time | $199 It has always been challenging to open accounts for non-resident aliens and to identify the person we are doing business with. Since the USA PATRIOT Act, Customer Identification Program (CIP) law passed, opening these accounts and covering the required documentation and…
$199.00 -
Branch Operations Conference
All-Day Class | March 25th, 2026 | 9:00am-3:00pm CENTRAL Time | $299 During this program we will look at many of the operational and compliance issues that happen in your branches. Operating a branch is more challenging than ever. Along with processing transactions and providing great customer service there is cash management, fraud prevention, compliance…
$299.00 -
IRA Study (4-Part Series)
4 90-Minute Webinars | March 26th, 2026 - March 31st, 2026 - April 2nd, 2026 - April 9th, 2026 | 2:00pm - 3:30pm CENTRAL Time | $599 Learn at your desk with your peers! Spend time with Deb Crawford and become the IRA expert at your financial institution. Each section will be 1 ½ hours…
$599.00 -
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New Accounts School (2-Day)
Two-Day Class | May 5th & 6th, 2026 | 9:00am-3:00pm CENTRAL Time | $499 This two-day class is a study of new account ownership types you may open at your financial institution. These ownership types have paperwork, signature card and resolutions which help us create authority and liability protection for our financial institution. What paperwork…
$499.00 -
BSA/AML Summer Update
Webinar | 90 minutes | May 12th, 2026 | 2:00pm-3:30pm CENTRAL Time | $199 Overview: During this 90-minute webinar, we will bring you up to speed on all things BSA and OFAC for 2026. A new look at Unfair Banking and BSA. Learn how to open and close accounts fairly. This program provides a second quarter outlook…
$199.00 -
Employee Benefit – Are Trump Accounts Right for Your Institutions Cafeteria Plan?
Webinar | 90 minutes | May 14th, 2026 | 2:00pm-3:30pm CENTRAL Time | $199 Overview: Trump Accounts cannot be opened in your branches. But they can be opened in your investment and trust departments. But the Trump Accounts greatest impact may be with your cafeteria plan and employee benefit package. During this program get an…
$199.00 -
Head Teller Training
All-Day Class | May 19th, 2026 | 9:00am-3:00pm CENTRAL Time | $299 Need help with training head tellers? This series is for you. We will tell you the why behind many of the things we do at the teller line. Many head tellers are teaching the next generation of tellers who will go on to…
$299.00 -
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BSA|AML Officer 2-Day Conference
2-Day Virtual Conference | July 30th & 31st, 2026 | 9:00am - 3:00pm CENTRAL Time | $599. Designed as a comprehensive look at BSA, BSA Exam, regulations and FAQs, this must attend conference will provide you will two days of in-depth learning on BSA. As a valued customer you can also add to your cart…
$599.00