Webinar Schedule

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Jun 2022

July 2022

Aug 2022
MondayTuesdayWednesdayThursdayFridaySat/Sun
27
28
29
30
Jul 1
2
3
4
5
6
7
Countdown to ATR/QM Changes Effective October 1, 2022: Preparing Policies & Processes
8
9
10
11
12
Vendor Due Diligence & Effective Vendor Management
13
Deposit Ops Series: Deposit Operations Comprehensive Compliance, Including BSA
14
15
16
17
18
Call Report Series: Advanced Lending Schedules: Commercial Loans, Indirect Loans, CARES Act Loan Modifications & More
19
Advanced Beneficiary & RMD Considerations
20
21
Things That Keep Boards Up at Night
22
23
24
25
Record Retention Rules for Zoom, Microsoft Teams, Slack & Other E-Collaboration Platforms
26
Elevating Your Fraud Prevention Strategies
27
28
Frontline Series: Checking Account Signature Cards: CIP, IRS & Disclosures
29
Active Shooter Training: REACT ● ESCAPE ● SURVIVE
30
31
Aug 1
2
3
4
5
6
7

July 2022 Webinars

Thursday
Jul 7
Countdown to ATR/QM Changes Effective October 1, 2022: Preparing Policies & Processes
Countdown to ATR/QM Changes Effective October 1, 2022: Preparing Policies & ProcessesCountdown to ATR/QM Changes Effective October 1, 2022: Preparing Policies & Processes
July 7, 2022
Presenter Dawn Kincaid
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Tuesday
Jul 12
Vendor Due Diligence & Effective Vendor Management
Vendor Due Diligence & Effective Vendor ManagementVendor Due Diligence & Effective Vendor Management
July 12, 2022
Presenter David A. Reed
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Wednesday
Jul 13
Deposit Ops Series: Deposit Operations Comprehensive Compliance, Including BSA
Deposit Operations Comprehensive Compliance, Including BSADeposit Operations Comprehensive Compliance, Including BSA
July 13, 2022
Presenter Mary-Lou Heighes
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Monday
Jul 18
Call Report Series: Advanced Lending Schedules: Commercial Loans, Indirect Loans, CARES Act Loan Modifications & More
Advanced Lending Schedules: Commercial Loans, Indirect Loans, CARES Act Loan Modifications & MoreAdvanced Lending Schedules: Commercial Loans, Indirect Loans, CARES Act Loan Modifications & More
July 18, 2022
Presenter Stephen J.M. Schiltz
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Tuesday
Jul 19
Advanced Beneficiary & RMD Considerations
Advanced Beneficiary & RMD ConsiderationsAdvanced Beneficiary & RMD Considerations
July 19, 2022
Presenter Frank LaLoggia
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Thursday
Jul 21
Things That Keep Boards Up at Night
Things That Keep Boards Up at NightThings That Keep Boards Up at Night
July 21, 2022
Presenter David A. Reed
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Monday
Jul 25
Record Retention Rules for Zoom, Microsoft Teams, Slack & Other E-Collaboration Platforms
Record Retention Rules for Zoom, Microsoft Teams, Slack & Other E-Collaboration PlatformsRecord Retention Rules for Zoom, Microsoft Teams, Slack & Other E-Collaboration Platforms
July 25, 2022
Presenter Nancy Flynn
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Tuesday
Jul 26
Elevating Your Fraud Prevention Strategies
Elevating Your Fraud Prevention StrategiesElevating Your Fraud Prevention Strategies
July 26, 2022
Presenter Ryan Dutton
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Thursday
Jul 28
Frontline Series: Checking Account Signature Cards: CIP, IRS & Disclosures
Checking Account Signature Cards: CIP, IRS & DisclosuresChecking Account Signature Cards: CIP, IRS & Disclosures
July 28, 2022
Presenter Deborah Crawford
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Friday
Jul 29
Active Shooter Training: REACT ● ESCAPE ● SURVIVE
Active Shooter Training: REACT ● ESCAPE ● SURVIVEActive Shooter Training: REACT ● ESCAPE ● SURVIVE
July 29, 2022
Presenter William Gage
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