Virtual Classes
Virtual
Events
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Alert! Regulators Issue New SAR Confidentiality Guidance
Webinar | 90-minutes | November 10th, 2026 | 1:00pm-2:30pm CENTRAL Time | $199 Overview: Overview: On September 2, 2026 the Board of Governors of the Federal Reserve System (Federal Reserve), the Federal Deposit Insurance Corporation (FDIC), the National Credit Union Administration (NCUA), and the Office of the Comptroller of the Currency (OCC) (collectively, the Agencies),…
$199.00 -
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Train the Trainer with Honey Shelton (2-part Series)
2 Webinars | 90-minutes each | December 1st and 8th, 2026 | 10:00am-11:30am CENTRAL Time | $399 If you are responsible for helping others learn through your training content, this series is for you. Part 1 - Design It: Build Training That Drives Performance Part 1 goes beyond content creation. You will explore how adults…
$399.00 -
Alert! NCUA Insurance Changes on Trust Accounts
Webinar | 90-minutes | December 1st, 2026 | 2:00pm-3:30pm CENTRAL Time | $199 Effective December 1, 2026! The NCUA approved changes to its regulations governing share insurance coverage which will become effective on December 1, 2026. The amendments simplify the share insurance regulations by establishing a "trust accounts" category that governs coverage of shares of revocable…
$199.00 -
Head Teller Training: Compliance, Safety, Legal Issues
Webinar | 90-minutes | December 3rd, 2026 | 10:00am-11:30am CENTRAL Time | $199 The head teller position is about more than balancing cash and answering teller questions. Head tellers are responsible for helping the teller line operate accurately, securely, consistently, and in compliance with the financial institution’s procedures. This 90-minute webinar brings the highlights of…
$199.00 -
BSA/AML Officer and Staff Year End Wrap Up
All Day Virtual Class| December 9th, 2026 | 9:00am-3:00pm CENTRAL Time | $299 (Registration for live virtual class closes on December 3rd.) Overview: As you begin to wind down the clock on 2026, what has happened and what should you do about it? The federal government has been busy from illegal aliens to proposed new…
$299.00 -
IRA Year End Wrap Up and Compliance Update
All-Day Virtual Class | December 11th, 2026 | 9:00am-3:00pm CENTRAL Time | $299 (Registration for live virtual class closes on December 4th.) Overview: Tick tock! We are rolling into our year end moment of truth. Have you checked your RMDs, inherited IRAs and all distribution transaction codes? Review common errors on inherited IRAs and the…
$299.00 -
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BSA Officer Update & Review
All-Day Class | January 5th, 2027 | 9:00am-3:00pm CENTRAL Time | $329 Overview: Ready, set, go! Time to get 2027 off to a good start. What should be changed in your policy and risk assessment? How to use training to mitigate risks? You will receive all of this and more. We will look at the…
$329.00 -
Handling Deposit Accounts at Death
All-Day Class | January 14th, 2027 | 9:00am-3:00pm CENTRAL Time | $329 Your customer passed away and the family is grieving. Yet, in the midst of all the remembering and honoring of a life, the legal and compliance clock is ticking. In most states, checks can be paid for 10 days after the date of…
$329.00 -
Opening Business Accounts
All-Day Class | January 21st, 2027 | 9:00am-3:00pm CENTRAL Time | $329 First we will learn how to set-up and title all business account types. This will include Customer Identification Program, Customer Due Diligence and Beneficial Ownership. Then we will do some advanced issues. Second, we will learn how to change things on a business.…
$329.00 -
Cash Handling Procedures
Webinar | 90-minutes |January 21st, 2027 | 2:00pm-3:30pm CENTRAL Time | $229 We will look at counting currency, protecting your drawer, balancing and all things cash. You will learn how to detect counterfeit currency and prevent loss for your financial institution. Learn how to train new tellers in a why we do some of the…
$229.00 -
Tick Tock! Ready for New FDIC Digital Signage
Webinar | 90-minutes | January 28th, 2027 | 2:00pm-3:30pm CENTRAL Time | $229 Two big items have happened in the FDIC insurance area of your institution. First, the trust account insurance rule changes went into effect April 1, 2024. The second, is the new advertising and signage rules have passed and your compliance date is…
$229.00 -
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IRAs: A to Z
All-Day Class | February 2nd, 2027 | 9:00am-3:00pm CENTRAL Time | $329 Overview: During the all-day IRA, we will cover products, movements, distributions and compliance. It is a comprehensive look at all things IRA. We will work problems and quizzes and work together for a greater understanding of how to help our customers with these…
$329.00