Upcoming Events
Calendar of Events
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IRA Basics
All-Day Virtual Class | October 4, 2022 | 9am-3pm The IRA Basics seminar is designed for those new to IRAs or a great review for those who have been in the business for a while. It addresses the purpose of IRAs, the role IRAs play in a customer’s retirement strategy and all the different types…
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IRA Advanced
All-Day Virtual Class | October 5, 2022 | 9am-3pm Overview: The IRA Advanced class is designed for those who need information on what is new and changed in IRAs. We also include a review of products and compliance issues. While not designed for those who are new to IRAs, it does include enough basics to…
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Deposit Regulation Update
All-Day Virtual Class | October 6, 2022 | 9am-3pm Overview: We will cover all the 2022 changes to deposit accounts and recap what needs to be done this year. We will also look at the status of pending legislation and continuing challenges facing the deposit side of the financial institution. Regulation D, E, CC, DD…
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BSA Officer Training
All-Day Virtual Class | October 7, 2022 | 9am-3pm During this all day program we will cover a wide range of BSA topics for the current environment. Designed for BSA Officers and staff this program will present new and evolving issues with BSA. During this class we will cover the topics for your annual training. …
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Teller School (2-Day Virtual)
Two-Day Virtual Class | November 1 & 2, 2022 | 9am-3pm Overview: During this two day virtual class we will learn many of the compliance, regulatory and security issues necessary to be a successful Teller. You will receive a Teller Handbook, Certificate and Sign In for the class. This is recorded and each bank will…
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New Account School (2-Day)
Two-Day Virtual Class | November 3 - November 4, 2022 | 9am-3pm This two-day class is a study of new account ownership types you may open at your financial institution. These ownership types have paperwork, signature card and resolutions which help us create authority and liability protection for our financial institution. What paperwork can you…