Opening Trust Accounts: CIP, CDD and Risk

Webinar | April 8th, 2025 | 90-minutes | 10:00am-11:30am CENTRAL Time | $199 Many customers use trusts to plan for their estate, family, taxes, etc.  When opening these special accounts,…

$199.00

Opening Limited Liability Company Accounts

Webinar | April 10th, 2025 | 90-minutes | 10:00am-11:30am CENTRAL Time | $199 During this webinar we will bring you up to speed on all the new intricacies with Limited…

$199.00

Writing Teller Training Procedures

All-Day Virtual Class | May 14th, 2025 | 9:00am-3:00pm CENTRAL Time | $299 **Add our Teller Talks video series for just $200 to get you started on your Teller Training!**…

$299.00

Writing New Account Procedures

All-Day Virtual Class | January 23rd, 2025 | 9:00am-3:00pm CENTRAL Time | $299 **Add our New Account Talks video series for just $200 to get you started on your New…

$299.00

IRA Basics

All-Day Virtual Class | June 10th, 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…

$299.00

Handling Deceased Accounts

All-Day Virtual Class | June 17th, 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…

$299.00

SARs and Cyber Crimes

Webinar | June 18th, 2025 | 90-minutes | 10:00am-11:30pm CENTRAL Time | $199 During this webinar we will look at what constitutes a Cyber Crime and how to report it…

$199.00

Deposit Operations – 2nd Quarter Update

All-Day Virtual | June 24th, 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…

$299.00

Inherited IRAs and Death Distributions

Webinar | June 25th, 2025 | 90-minutes | 10:00am - 11:30 am CENTRAL Time | $199 SECURE Act changes rules for Beneficiaries The general rule is now a 10 year…

$199.00

BSA|AML|OFAC Officer and Staff Conference

2-Day Virtual Conference | July 17 & 18, 2025 | 9:00 am – 3:00pm CENTRAL Time |  $599. (**Add-On BONUS - registrants can purchase BSA Talks for Staff & BSA…

$599.00