Virtual Classes
Virtual
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IRA Update & Review
All-Day Class | January 21st, 2026 | 9:00am-3:00pm CENTRAL Time | $299 IRA Update and Review During this update and review we will conduct a good review for 2025-2026 tax…
$299.00 -
SARs: Line-by-Line
Webinar | 90 Minutes | January 28th, 2026 | 2:00pm - 3:30pm CENTRAL Time| $199 During the webinar you will review line-by-line the text fields and requirements to complete the…
$199.00 -
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New BSA Officer Orientation
Webinar | February 4th, 2026 | 10:00am-11:30pm CENTRAL Time | $199 You have been appointed as the new Bank Secrecy Officer for your bank. You now feel like a deer…
$199.00 -
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…
$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…
$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…
$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…
$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…
$199.00 -
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…
$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…
$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…
$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…
$199.00