Executive and Director Education
Take your leadership to the next level. Browse upcoming events and on-demand videos and register for your Executive and Director Education event today.
Upcoming Courses
Growing Deposits in a Competitive Banking Environment
Deposits are increasingly important, but many banks are experiencing flat or negative deposit growth. Financial institutions need to understand exactly what specific […]
Capital Ratios: 4 Key Call Report Ratios, How they are Developed, and What they Mean
This 90-minute accounting training focuses on the scarcity of capital for both banks and bank holding companies (BHCs). It shows statistically how […]
Review of Savings with Newest Call Report for Eligible Small Institutions (FFIEC #051)
In an effort to reduce regulatory burden (i.e. excessive overhead) the FFIEC, the umbrella group of primary regulators, introduced a new Call […]
Creating the Right Enterprise Risk Management (ERM) Program for YOUR Community Bank
Are you creating your first ERM Program for your bank? Do you want to ensure your current program is complete yet keep […]
Call Report Changes To-Date: Critical Quarterly Updates for Preparing Current Reports
This quarterly 90-minute update reviews, discusses and provides examples for important changes affecting the next required Call Report and changes to the […]
Winning Customer Deposits in the Digital Age – ALL 3 PARTS
The deposit market is shifting as interest rates rise, bank customers push for higher yields and fintechs including SoFi try to move […]
Winning Customer Deposits in the Digital Age – ALL 3 PARTS
The deposit market is shifting as interest rates rise, bank customers push for higher yields and fintechs including SoFi try to move […]
Winning Customer Deposits in the Digital Age – ALL 3 PARTS
The deposit market is shifting as interest rates rise, bank customers push for higher yields and fintechs including SoFi try to move […]
Recent Playback Courses
Credit Risk Management – Fundamentals and Techniques (2-Part Series)
This introduction to credit risk management is designed to show participants how to plan, organize, and execute credit risk management by emphasizing […]
Requirements for Bank Accountants and Auditors About Bank Investments in Financial Instruments
This audit training explains the reasons for a bank’s investment portfolio and the need for having a current, comprehensive, written, investment bank […]
Audit Data Analytics (ADA): A New Tool for External and Internal Auditors
This audit training is for progressive, modern, external and internal auditors who perform: Risk Assessment Procedures Analytical Procedures Substantive Testing It introduces […]
Call Reports for Credit Unions 2019: 4-Part Webinar Series for CU Financial Staff
Credit Union (CUs) have attracted many newcomers to the industry, often at entry level positions. Those newcomers generally work their way up […]
CU Call Reports 401: Credit Union Loan Classifications for the CU Call Report Form #5300
Background How to classify loans for CU Call Report purpose is still a mystery for CU Call Report preparers. Perhaps the word […]
CU Call Reports 301: Calculations of Net Worth Ratio and Risk-Based Capital Ratios
Background Although Credit Unions (CUs) do not have the traditional stockholders’ equity section in the CU’s balance sheet, the CU still must […]
Call Reports for Credit Unions 2019: 4-Part Webinar Series for CU Financial Staff
Credit Union (CUs) have attracted many newcomers to the industry, often at entry level positions. Those newcomers generally work their way up […]
Incident Detection and Response Planning in Today’s Environment
Cyber intrusions, sabotage, corporate espionage, fraud, and theft of data and intellectual property—these unfortunate realities in today’s dynamic threat landscape necessitate that […]
