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.

Loading Events

Courses for March 2020 › Retail and Business Banking

Events Search and Views Navigation

Event Views Navigation

Calendar of Events

Calendar of Events
Sunday Monday Tuesday Wednesday Thursday Friday Saturday
1
2

Debit Card Disputes – Consumer Notification to Closing Investigation

3

Flood Insurance Basics and Compliance Requirements for Lenders

4
5

Opening and Maintaining IRAs

6

Cannabis Banking: Opportunities and Challenges

Customer Experience Journey: Keeping up with what Customers Expect

7
8
9

Proactive Collections and Current Trends in Default Servicing

Understanding HSA (Health Savings Accounts) and Medicare

10

Call Center/Client Facing Fraud Management: Important Red Flags for Identifying Fraud

Compliance Training for the Frontline

11

Treasury Cash Management: A Powerful Tool to Increase Deposits and Fee Income

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

12
13

Problem Asset Management and Resolution

14
15
16

IRA Fundamentals for Banks and Credit Unions

BSA Training 2020: Effective Strategies for Compliance

17

BSA and SARs Training for Client Facing Teams: CIP, CDD, EDD, OFAC and Best Practices for Identifying Suspicious Activity

18

CAMELS Rating In-Depth for Senior Bankers, Executives and Directors

Analyzing Corporate and Personal Tax Returns for Lenders (2-Part Webinar Series)

19

Navigating the Chaos of Time Deposit Pricing

20
21
22
23

Cash Flow Projections for Long-Term Financing

24

Business Banking with Small Commercial Loans

SECURE Act: New 2020 Legislation for Your Bank, CU and Customers

Performing Regulation E Investigations in the Back Office: Best Business Practices and Regulatory Expectations

25

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

Checks and Check Fraud – Reg CC Updates, Fraudulent Check Disputes, Avoiding Losses and Improving Recovery Efforts

26
27
28
29
30

Capitalizing on Community Bank Leverage Ratio (CBLR)

31

CRA and Fair Lending from a Senior Management and Board Perspective

Check Fraud Training for the Frontline

1

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

2

OFAC 2020 – RPPR Rule Guidance, Disclosures, OFAC Framework, and Audit Deficiencies

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

3

9 Approaches to Cash Flow – Using Them in Underwriting Commercial Loans (2 – Part Series)

4
+ Export Events

Upcoming Courses

Recent Playback Courses