Webinar Schedule

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Sep 2023

October 2023

Nov 2023
MondayTuesdayWednesdayThursdayFridaySat/Sun
2
Junk Fees: Identifying, Eliminating & Compliance Action Plan
3
Fraud Series: Fighting Fraud: Recognizing Red Flags & Assisting Accountholders
4
IRA Series: Traditional & Roth IRAs Part B: Distributions, Taxation, Withholding & Penalties
5
TRID Breakdown Part 1: Loan Estimate for Fixed-Purchase, Variable-Refinance & Construction-Perm
6
7
8
9
10
Debt Resolution Series: 20 Common Mistakes in Consumer Collection
11
HMDA Part 2: Demographic Collection
12
Stress Testing Your Loan Portfolio
13
14
15
16
New Rules on Member Expulsion & Other Impacts of the CU Modernization Act
17
Introduction to Call Reports: Overview, Focus & Internal Controls
18
Annual MLO Requirements & SAFE Act Compliance
19
When a Borrower Dies: Next Steps
20
21
22
23
24
Commercial Lending Basics: Risks, Scrutiny, Safeguards, Collateral & More
25
Accurately Completing the W-9, W-8BEN, 1099-INT & 1042-S
26
HMDA Part 3: Commercial Loans
27
28
29
30
31
Banking Legal Marijuana Businesses
Nov 1
2
3
4
5

October 2023 Webinars

Monday
Oct 2
Junk Fees: Identifying, Eliminating & Compliance Action Plan
Junk Fees: Identifying, Eliminating & Compliance Action PlanJunk Fees: Identifying, Eliminating & Compliance Action Plan
October 2, 2023
Presenter Deborah L. Crawford
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Tuesday
Oct 3
Fighting Fraud: Recognizing Red Flags & Assisting Accountholders
Fighting Fraud: Recognizing Red Flags & Assisting AccountholdersFighting Fraud: Recognizing Red Flags & Assisting Accountholders
October 3, 2023
Presenter Dawn Kincaid
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Wednesday
Oct 4
Traditional & Roth IRAs Part B: Distributions, Taxation, Withholding & Penalties
Traditional & Roth IRAs Part B: Distributions, Taxation, Withholding & PenaltiesTraditional & Roth IRAs Part B: Distributions, Taxation, Withholding & Penalties
October 4, 2023
Presenter Frank LaLoggia
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Thursday
Oct 5
TRID Breakdown Part 1
TRID Breakdown Part 1: Loan Estimate for Fixed-Purchase, Variable-Refinance & Construction-PermTRID Breakdown Part 1: Loan Estimate for Fixed-Purchase, Variable-Refinance & Construction-Perm
October 5, 2023
Presenter Dawn Kincaid
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Tuesday
Oct 10
20 Common Mistakes in Consumer Collection
20 Common Mistakes in Consumer Collection 20 Common Mistakes in Consumer Collection
October 10, 2023
Presenter Elizabeth Fast
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Wednesday
Oct 11
HMDA Part 2: Demographic Collection
HMDA Part 2: Demographic CollectionHMDA Part 2: Demographic Collection
October 11, 2023
Presenter Susan Costonis
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Thursday
Oct 12
Stress Testing Your Loan Portfolio
Stress Testing Your Loan PortfolioStress Testing Your Loan Portfolio
October 12, 2023
Presenter Robert L. Viering
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Monday
Oct 16
Consequences-of-the-CU-Modernization-Act
New Rules on Member Expulsion & Other Impacts of the CU Modernization ActNew Rules on Member Expulsion & Other Impacts of the CU Modernization Act
October 16, 2023
Presenter David A. Reed
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Tuesday
Oct 17
Introduction to Call Reports: Overview, Focus & Internal Controls
Introduction to Call Reports: Overview, Focus & Internal ControlsIntroduction to Call Reports: Overview, Focus & Internal Controls
October 17, 2023
Presenter Stephen J.M. Schiltz
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Wednesday
Oct 18
Annual MLO Requirements & SAFE Act Compliance
Annual MLO Requirements & SAFE Act ComplianceAnnual MLO Requirements & SAFE Act Compliance
October 18, 2023
Presenter Susan Costonis
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Thursday
Oct 19
When a Borrower Dies: Next Steps
When a Borrower Dies: Next StepsWhen a Borrower Dies: Next Steps
October 19, 2023
Presenter Elizabeth Fast
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Tuesday
Oct 24
Commercial Lending Basics: Risks, Scrutiny, Safeguards, Collateral & More
Commercial Lending Basics: Risks, Scrutiny, Safeguards, Collateral & MoreCommercial Lending Basics: Risks, Scrutiny, Safeguards, Collateral & More
October 24, 2023
Presenter Dawn Kincaid
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Wednesday
Oct 25
Accurately Completing the W-9, W-8BEN, W-8BENE, 1099-INT & 1042-S
Accurately Completing the W-9, W-8BEN, 1099-INT & 1042-SAccurately Completing the W-9, W-8BEN, 1099-INT & 1042-S
October 25, 2023
Presenter Deborah L. Crawford
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Thursday
Oct 26
HMDA Part 3: Commercial Loans
HMDA Part 3: Commercial LoansHMDA Part 3: Commercial Loans
October 26, 2023
Presenter Susan Costonis
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Tuesday
Oct 31
Banking Legal Marijuana Businesses
Banking Legal Marijuana BusinessesBanking Legal Marijuana Businesses
October 31, 2023
Presenter David A. Reed
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Sep 2023Browse All WebinarsNov 2023
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