Virtual
IRA Basics
All-Day Virtual Class | January 29th, 2025 | 9:00am-3:00pm CENTRAL Time | $299 The IRA Basics class is designed for those new to IRAs or a great review for those…
IRA Advanced
All-Day Virtual Class | January 30th, 2025 | 9:00am-3:00pm CENTRAL Time | $299 Overview: The IRA Advanced class is designed for those who need information on what is new and…
Handling Legal Documents at New Accounts: POAs, Guardianships, Estates & More
Webinar | February 4th, 2025 | 90-minutes | 10:00am-11:30am CENTRAL Time | $199 Risk? Are taking court orders, power of attorneys and other documents too much risk? During this program…
BSA Consent Orders: Lessons Learned for Smaller Institutions
Webinar | February 18th, 2025 | 90-minutes | 10:00am-11:30am CENTRAL Time | $199 Overview: On October 10, 2024, the following was in a consent order issued by FinCEN. TD Bank…
Handling Deceased Accounts
All-Day Virtual Class | February 20th, 2025 | 9:00am-3:00pm CENTRAL Time | $299 Your account holder passed away and the family is grieving. Yet, in the midst of all the…
IRA Update & Review
Webinar | February 25th, 2025 | 90-minutes | 10:00am-11:30am CENTRAL Time | $199 During this webinar we will cover everything new on IRAs. You will also get a good product…
Deposit Operations – 1st Quarter Update
All-Day Virtual | February 27th, 2025 | 9:00am-3:00pm CENTRAL Time | $299 During this program we will cover all the “hot” topics for 2025. It’s been and year and more…
SARs and Cyber Crimes
Webinar | March 13th, 2025 | 90-minutes | 10:00am-12:30pm CENTRAL Time | $199 During this webinar we will look at what constitutes a Cyber Crime and how to report it…