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
How to Stay out of UDAAP Jail
This banking webinar will discuss what to consider when developing new products or services, increasing fees, or merely evaluated existing products or […]
Banking Bitcoin and Cryptocurrencies – Regulatory Risks and Opportunities
Financial institutions, as heavily regulated entities, have been reluctant to provide banking services to businesses involved with bitcoin and other cryptocurrencies. Cryptocurrency […]
Rethinking Bank Audit Efficiency: The Overall Approach, Risk Obsession, Integrated Audit, and use of AI
This bank audit webinar is for both external and internal auditors, seasoned and new. It focuses on the need for changing the […]
Reg Y Control and Divestiture – Understanding Federal Reserve Proposal to Amend
On May 14, 2019, the Board of Governors of the Federal Reserve System (Federal Reserve) published in the Federal Register a notice […]
Overview of FDICIA and SOX for Bank Internal and External Auditors
This banking webinar identifies and explains historical events and legislative milestones. It especially focuses on two major laws: FDICIA of 1991 SOX […]
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 […]
Overview of ALM Asset Liability Management for Interest Rate Risk and the Role of ALCO
This 90-minute accounting training provides an overview of ALM. It focuses on ALM principles and ALM measurement techniques, and auditor or reviewer […]
Use of Analytical Procedures (APs) in the Banking Environment
Financial Statement information at times appears to be overwhelming. Directors, managers, officers, auditors, reviewers, investors, controllers, regulators and others often try to […]
Recent Playback Courses
Financial Statement Analysis for Lenders 2-Part Series
A critical part of any lender’s or credit analyst’s job is analyzing a borrower’s financial condition. The analysis provides perspective on the […]
Dodd-Frank Whistleblower Cases: Key Developments and Compliance Overview
Several federal whistleblower protection laws apply to banks and credit unions. One of the most prominent, the Dodd-Frank Act, provides powerful monetary […]
Wipfli 2019 Community Banking Forum – 5 Live Streaming Webinars
The Community Banking Forum has been designed exclusively for executive officers and board members of community banks. This event will provide you […]
Customer Experience Journey: Keeping up with what Customers Expect
What customers expect from their financial institution is rapidly changing. Are you keeping up? In this customer experience webinar, we will walk […]
Cash Management: How Sales, Operations, and Technology Can Collaborate to Generate More Fee Income
During this banking webinar, you will gain a more in-depth knowledge of Cash Management (aka Treasury Management) products and services. You will […]
Preparing Your Institution for Open Banking and the 2019 US/UK ‘Financial Innovation Partnership’ (FIP)
With the onset of FIP it’s only a matter of time before ‘Open Banking’ stops being a European phenomenon and starts being […]
Call Report Preparation for Banks: 2-Part Introductory Training – FFIEC #041 and #031
BACKGROUND: Each quarter all depository institutions file a Call Report with the institutions primary regular. The filings for banks are on the […]
Analyzing Corporate and Personal Tax Returns for Lenders (2-Part Webinar Series)
Small business lenders often rely on tax returns when analyzing a borrower. Tax returns can provide significant information to assess the small […]