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Mar 2025

April 2025

May 2025
MondayTuesdayWednesdayThursdayFridaySat/Sun
31
Apr 1
Flood: Auditing for FDPA Compliance
2
Liquidity & ALM Audit Issues
3
Succession Planning for Leadership Continuity
4
5
6
7
SBA Update, Including Lessons Learned from 7(a) Loan Program Changes
8
Health Savings Accounts 101: Basic Operations, Plan Establishment, Eligibility & Contributions
9
BSA Exam Manual Series: SARs & CTRs: Program Management & Exemptions
10
Construction Loans: Framing a Strong Compliance Program
11
12
13
14
Loan Participation Agreements
15
Call Report Series: Call Report Fundamentals for New Preparers & Reviewers
16
HELOC Compliance: Disclosures, Documentation, Advertising, Amending & More
17
Compliance Management System Overview & Best Practices
18
19
20
21
22
Security Officer Reports to the Board: Timing, Contents & Requirements
23
Frontline Series: Minor Accounts: Ownership, CIP, Access, Changes & Transactions
24
25
26
27
28
Ways to Optimize & Maximize Your Website
29
Commercial Loan Documentation: Developing a Thorough Checklist
30
Business Writing Boot Camp, Including Critique of Your Own Writing Sample
May 1
2
3
4

April 2025 Webinars

Tuesday
Apr 1
Flood: Auditing for FDPA Compliance
Flood: Auditing for FDPA ComplianceFlood: Auditing for FDPA Compliance
April 1, 2025
Presenter Molly Stull
View Details
Wednesday
Apr 2
Liquidity & ALM Audit Issues
Liquidity & ALM Audit IssuesLiquidity & ALM Audit Issues
April 2, 2025
Presenter David Heneke
View Details
Thursday
Apr 3
Succession Planning for Leadership Continuity
Succession Planning for Leadership ContinuitySuccession Planning for Leadership Continuity
April 3, 2025
Presenter Tamra Gaines
View Details
Monday
Apr 7
SBA Update, Including Lessons Learned from 7(a) Loan Program Changes
SBA Update, Including Lessons Learned from 7(a) Loan Program ChangesSBA Update, Including Lessons Learned from 7(a) Loan Program Changes
April 7, 2025
Presenter Kimberly Rayer
View Details
Tuesday
Apr 8
Health Savings Accounts 101: Basic Operations, Plan Establishment, Eligibility & Contributions
Health Savings Accounts 101: Basic Operations, Plan Establishment, Eligibility & ContributionsHealth Savings Accounts 101: Basic Operations, Plan Establishment, Eligibility & Contributions
April 8, 2025
Presenter Loni Porta
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Wednesday
Apr 9
BSA Exam Manual Series: SARs & CTRs: Program Management & Exemptions
BSA Exam Manual Series: SARs & CTRs: Program Management & ExemptionsBSA Exam Manual Series: SARs & CTRs: Program Management & Exemptions
April 9, 2025
Presenter Deborah L. Crawford
View Details
Thursday
Apr 10
Construction Loans: Framing a Strong Compliance Program
Construction Loans: Framing a Strong Compliance ProgramConstruction Loans: Framing a Strong Compliance Program
April 10, 2025
Presenter Dawn Kincaid
View Details
Monday
Apr 14
Loan Participation Agreements
Loan Participation AgreementsLoan Participation Agreements
April 14, 2025
Presenter Shelli Clarkston
View Details
Tuesday
Apr 15
Call Report Series: Call Report Fundamentals for New Preparers & Reviewers
Call Report Series: Call Report Fundamentals for New Preparers & ReviewersCall Report Series: Call Report Fundamentals for New Preparers & Reviewers
April 15, 2025
Presenter Stephen J.M. Schiltz
View Details
Wednesday
Apr 16
HELOC Compliance: Disclosures, Documentation, Advertising, Amending & More
HELOC Compliance: Disclosures, Documentation, Advertising, Amending & MoreHELOC Compliance: Disclosures, Documentation, Advertising, Amending & More
April 16, 2025
Presenter Shelli Clarkston
View Details
Thursday
Apr 17
Compliance Management System Overview & Best Practices
Compliance Management System Overview & Best PracticesCompliance Management System Overview & Best Practices
April 17, 2025
Presenter Michael Christians
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Tuesday
Apr 22
Security Officer Reports to the Board: Timing, Contents & Requirements
Security Officer Reports to the Board: Timing, Contents & RequirementsSecurity Officer Reports to the Board: Timing, Contents & Requirements
April 22, 2025
Presenter Barry Thompson
View Details
Wednesday
Apr 23
Frontline Series: Minor Accounts: Ownership, CIP, Access, Changes & Transactions
Frontline Series: Minor Accounts: Ownership, CIP, Access, Changes & TransactionsFrontline Series: Minor Accounts: Ownership, CIP, Access, Changes & Transactions
April 23, 2025
Presenter Deborah L. Crawford
View Details
Monday
Apr 28
Ways to Optimize & Maximize Your Website
Ways to Optimize & Maximize Your WebsiteWays to Optimize & Maximize Your Website
April 28, 2025
Presenter Eric C. Cook
View Details
Tuesday
Apr 29
Commercial Loan Documentation: Developing a Thorough Checklist
Commercial Loan Documentation: Developing a Thorough ChecklistCommercial Loan Documentation: Developing a Thorough Checklist
April 29, 2025
Presenter Dawn Kincaid
View Details
Wednesday
Apr 30
Business Writing Boot Camp, Including Critique of Your Own Writing Sample
Business Writing Boot Camp, Including Critique of Your Own Writing SampleBusiness Writing Boot Camp, Including Critique of Your Own Writing Sample
April 30, 2025
Presenter Nancy Flynn
View Details
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