Retail and Business Banking

Develop strategies and best practices for serving all of your customers, for both Retail and Business Banking. Browse upcoming courses and on-demand videos and register for your Retail and Business Banking event today.

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Courses for August 2020 › Retail and Business Banking

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Small Business Lending Fundamentals for Banks and Credit Unions (2-Part Series)

Cannabis Banking: Opportunities and Challenges

Reg CC and the New RDC Indemnity How Do I Handle Duplicates Now

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31

Cash Flow Projections for Long-Term Financing

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3

New to Regulation E Staff Training on the Front-Line

Effective Emails—How to Write Better Emails

4

IRA Fundamentals for Banks and Credit Unions

5

Digital Banking Basics for Banks and Credit Unions

Garnishments, Levies and Subpoenas Training for Your Front Line and Back Office

6

Ensuring Overdraft Program Compliance in 2020 – Regulations and Best Practices

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2020 Accounting for Financial Institutions: 101, 201, 301 ALL 3 CLASSES

Loan Review Best Practices

If EBITDA Doesn’t Spell Cash Flow, What Does?

12

Signature Cards and Account Set Up: 10 Key Do’s and Don’ts

2020 Accounting for Financial Institutions: 101, 201, 301 ALL 3 CLASSES

Opening and Maintaining IRAs

13

Banking Non-Resident and Resident Aliens: Documentation and Ongoing Monitoring Best Practices

2020 Accounting for Financial Institutions: 101, 201, 301 ALL 3 CLASSES

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Applying BSA Laws and Demystifying Guidance to High Risk Businesses – Marijuana-Related Businesses, Fentanyl, Synthetic Opioids and CBD

18

Check and Deposit Fraud Training for the Frontline

Developing Relationships – How to Make Business Development Calls

19

Credit Risk Management – Fundamentals and Techniques (2-Part Series)

Treasury Cash Management: Ensuring Profitability while Effectively Managing Your Risks

20

Commercial Lending Basics (2-Part Series)

Treasury Program Efficiency Reviews: Streamlining ACH, RDC, Wire Transfer and Other Treasury Workflows

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26

Global Cash Flow and Global Debt Service Coverage

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Business Banking with Small Commercial Loans

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