Upcoming Events
Calendar of Events
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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 review and update for the tax season. We will look at how to correct excesses, do conversions, recharacterizations not to mention a look at IRS…
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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 changes coming just around the corner. Learn everything you need to update your operations area. Highlights: Who is liable to whom on Checks? Altered, Forged…
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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 on the Suspicious Activity Report. Learn the difference between BEC and EAC types of cybercrime and how this is important in accurately reflecting to the…