1-Day Virtual Class | June 15, 2023 | 9:00am-3:00pm CENTRAL Time Focus on back-of-the-house IRA Issues for IRA ADMINISTRATORS! Overview: During the last few years we have had the Secure…

1-Day Virtual Class | August 24, 2023 | 9:00am-3:00pm CENTRAL Time Beneficial Ownership Rules - National Database will be established!  The Texas Deposit Accounts seminar will look at all the…

1-Day Virtual Class | August 25, 2023 | 9:00am-3:00pm CENTRAL Time Beneficial Ownership Rules - National Database will be established!  The Mississippi Deposit Accounts seminar will look at all the…

1-Day Virtual Class | August 31, 2023 | 9:00am - 3:00pm CENTRAL Time Beneficial Ownership Rules—National Database will be established! The Alabama Deposit Accounts seminar will look at all the…

1-Day Virtual Class | September 14, 2023 | 9:00am-3:00pm CENTRAL Time Overview: During this compliance operations update, we will look at the federal deposit regulations and update and review your…

1-Day Virtual Class | September 15, 2023 | 9:00am-3:00pm CENTRAL Time During this third quarter BSA Officer Training we will cover the hot topics for 2023.  You will learn about…

1-Day Virtual Class | October 4, 2023 | 9:00am - 3:00pm CENTRAL Time The IRA Basics seminar is designed for those new to IRAs or a great review for those…

1-Day Virtual Class | October 5, 2023 | 9:00am - 3:00pm CENTRAL Time The IRA Advanced class is designed for those who need information on what is new and changed…

2-Day Virtual Class | November 8 & 9, 2023 | 9:00am - 3:00pm CENTRAL Time each day This two-day class is a study of new account ownership types you may…