Human Resources
Protect your institution and empower your employees. Learn best practices for Human Resources from the greatest in the financial world. Browse upcoming courses and on-demand videos and register for your Human Resources event today.
Upcoming Courses
IRA Fundamentals for Banks and Credit Unions
For those who are new to IRAs or need a refresher, this webinar provides the fundamentals of Traditional and Roth IRAs. It […]
Ensuring Overdraft Program Compliance in 2020 – Regulations and Best Practices
Overdraft protection programs remain a focus of intense scrutiny by regulators. With heightened oversight of these programs, bank management, marketing and branch […]
Signature Cards and Account Set Up: 10 Key Do’s and Don’ts
This banking webinar is designed to be your go-to source for signature card compliance and training. We start with an overview of […]
Opening and Maintaining IRAs
To avoid IRS penalties, financial organizations must use the correct Individual Retirement Account (IRA) opening documents and those documents must be current. […]
Banking Non-Resident and Resident Aliens: Documentation and Ongoing Monitoring Best Practices
Because residents and nonresident aliens are taxed differently, it’s important to understand the difference and how to identify/distinguish at account opening. A […]
Understanding Reg H Requirements for Member Banks
Regulation H outlines the requirements that state-chartered banks must adhere to upon becoming members of the Federal Reserve System. This webinar will […]
Applying BSA Laws and Demystifying Guidance to High Risk Businesses – Marijuana-Related Businesses, Fentanyl, Synthetic Opioids and CBD
Cannabis is arguably the fastest growing industry in the world. In the U.S., 33 states and the District of Columbia currently have […]
Advanced TRID Training for Community Bankers
The TILA-RESPA Integrated Disclosure Rule is your most costly regulation. And given the increased focus on consumer protections it is critical for […]
Recent Playback Courses
Diversity and Inclusion in the Workplace: Increasing Awareness, Understanding and Productivity
Diversity is not a sometimes issue that only needs to be addressed sometimes. Organizations must be active advocates of diversity and inclusion […]
Brain Science of Adaptability – 5 Steps for Success in a Stressful World
LEO teaches tools and strategies to empower executives, employees, sales staff, customers, and, frankly, ANYONE with practical tools to understand their brains […]
15 Key Considerations for Tackling Branch Reopenings
In response to the lifting or relaxing of stay-at-home orders and related lockdowns, many banks and credit unions are grappling with when […]
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 […]
Brain Science of Adaptability – 5 Steps for Success in a Stressful World
LEO teaches tools and strategies to empower executives, employees, sales staff, customers, and, frankly, ANYONE with practical tools to understand their brains […]
Trust and Asset Management Services – Fundamentals, Regulations and Responsibilities
This bank webinar provides the fundamentals of trust administration and asset management services. This bank training session is perfect for new trust […]
Optimizing Web-based Communication Tools: Tips, Tricks and Techniques for Remote Times
With so much business being conducted by way of video conferencing, is your bank using it to your best advantage? You already […]
Brain Science of Adaptability – 5 Steps for Success in a Stressful World
LEO teaches tools and strategies to empower executives, employees, sales staff, customers, and, frankly, ANYONE with practical tools to understand their brains […]
