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February 2019
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27
28
Accounting Essentials for Banks
29
When to Coach? When to Supervise?
Strategic Planning for Financial Institutions - It's All About Your Strategy!
Navigating the New Uniform Fiduciary Income and Principal Act
Accounting Basics/Refresher for Bankers
30
Reviewing Residential Appraisals for Mortgage Decisions
Advertising Compliance
31
Dealing with Subpoenas, Summonses, Garnishments, Tax Levies, Etc.
HMDA
State of HMDA in 2019
1
Writing an Effective Credit Memorandum
2
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3
4
Advanced Cash Flow Analysis
5
Fair Lending - Do Your Lenders Know the Requirements?
Business Law Basics and Lender Liability
Analyzing the Company’s Liquidity Using the Cash Conversion Cycle
Top Strategies for Community Banks in 2019
TRID Amendments 2019
6
Introduction to Internal Audit
Becoming an Employer of Choice
Loan Structure, Documentation and Compliance Training - a Comprehensive Approach
7
Preparing a New Manager for Success
Alert! Regulation CC Proposed Changes
Cash Management: How Sales, Operations and Technology Can Work Together to Generate More Fee Income
Call Report Update Seminar & Video Webcast
8
Call Report for Banks - Recent Changes, Highlights, and Pitfalls
9
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10
11
CRE Appraisals: Regulations and the Review Process
12
What to Do When a Customer Dies
CRA Nuts & Bolts - Five Steps to Pass the Exam
13
Loan Documentation: Top 10 Mistakes and How to Avoid Them
Opening New Accounts Part II: Business Accounts
14
8 Steps to Improve Cross-Selling
Problem Loan Identification
Compelling Advertising for Community Banks
Building an Effective Marketing Plan
15
Writing Effective Business Reports
Cybersecurity 101 - Board Basics
16
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17
18
19
Responsibilities of the Information Security Officer
Opening New Accounts Part III: Trust and Fiduciary
Commercial Real Estate Cash Flow: Analyzing Income-Producing or Rental Real Estate, Plus Global Cash
Commercial Real Estate Appraisals: Reviewing and Interpreting
Developing Personal and Global Cash Flow from Tax Returns
20
Top 25 Safe Deposit Compliance Issues
BSA Emerging Issues 2019
Building a Recognition Program for Success
21
Legal Issues of Checks
Growing Long-Term Retail Deposits – General Overview
Enhancing the Customer Experience
22
ACH Rule Changes: What's New in 2019
Dealing with Appraisals: Regulations and Requirements
Thought Leadership Webinar Series
23
View Week
24
25
Excel Explained: Minimize Spreadsheet Errors
26
Opening Minor Accounts
Onboarding Your New Hire
Key Ratio Analysis: Calculating and Interpreting the Numbers Correctly
Basic Estate Planning and Estate Settlement
27
TRID for Beginners
W-9, W-8BEN and W-8BEN-E Forms and Info
The Essentials of On-Boarding
28
Federal Benefit Payments Garnishment Requirements
Alert! Prepaid Accounts Final Rule Effective April 1, 2019
Growing Long-Term Retail Deposits - Overview for Front-Line Bankers
1
Letters of Credit
2
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