Are you looking for live or OnDemand webinars and training? Through our partnership with two training companies, OnCourse Learning and Community Bankers Webinar Network, the FBA has a wide selection of topics available to choose from.
Branch Manager & Head Teller Training - 2 Part Series - Starting March 4th This two-part webinar will cover the essentials for training your staff and the importance of establishing robust procedures and clear communication. Part 1 will cover dual control, cash limits, and creating a solid documentation trail are essential to protecting yourself and your staff. Part 2 will cover will cover best practices for improving your team’s performance, including communication methods, creative learning experiences, teamwork, organizational skills, management principles, and performance feedback. Audience: This informative session is designed for branch managers, assistant branch managers, client services managers, supervisors, head tellers and others interested in advancing their managerial skills.
Bank Accounting: Beyond the Basics - 5 Part Series - Starting March 5th 10 CPE Credits This course is designed for those who understand the basics of bank accounting and want a deeper understanding for more complex activities. In addition, members of the accounting team who participate in the audit process and work with the bank’s financial statement auditors will improve their understanding of the basic concepts behind the audit assertions and control activities that apply to key areas of the bank’s financial statements, including the basic concepts of consolidations and preparing a statement of cash flows. Audience: This course is designed for bankers seeking an understanding of accounting for more complex bank transactions as required under U.S. GAAP, along with the concepts behind audit assertions, internal controls over financial reporting, consolidating statements and the statement of cash flows. All topics will be specific to the activities of a financial institution.
ECOA Small Business Lending Data Collection - March 6th 2.5 CRCM Credits Although there have been delays and court cases, the Small Business Lending Data Collection requirements Section 1071 data collection requirements will come, sooner or later. Now is not the time to put the brakes on your Section 1071 planning efforts! Come see what Section 1071 is all about. Audience: This webinar is designed for management, loan officers, loan processors, compliance, audit and loan operations personnel.
Commercial Construction Lending - March 11th In this webinar, learn why commercial construction loans require different policies and processes than residential construction loans, and how to understand and mitigate commercial construction loan risk. Audience: Commercial lenders, credit analysts, and support staff that deal directly with commercial construction loans| mortgage bankers, private bankers, small business lenders, loan review specialists, special assets officers, lending managers and credit officers indirectly involved in the construction lending process.
IRA Death Distributions to Beneficiaries - Options and IRS Reporting - March 13th If you feel like you are a member of the group "IRA Beneficiary-Confused", you are not alone. Over the years, the IRS has changed the methods of payments to beneficiaries many times - but nothing like the mess they have created in the last 3 years. And they still can't make up their minds. No wonder there are so many different interpretations of the rules and regulations. Let's straighten out the confusion! Audience: Every employee who is responsible for answering customer or beneficiary questions at the death of an IRA owner would greatly benefit from this fact-filled Webinar. In addition, those who process the reporting on death distributions would gain a wealth of knowledge - including CSRs, Operations, Trainers and Compliance.
Avoiding Check Fraud Liability: From Prevention to Loss Allocation - March 13th This webinar provides attendees with tips to avoid check fraud losses, as well as an overview of the laws that apply to loss allocation when check fraud occurs. Audience: Tellers, Teller Supervisors, Customer Service Representatives, New Accounts Personnel, Branch Managers, Security Officers, Fraud Investigators, Fraud Examiners, and Bank Attorneys will benefit from this webinar.
Striking a Balance Between Organizational Growth and Operational Efficiency - March 15th In today’s ever changing business environment, bank leaders are faced with hard decisions on how to allocate the company’s resources and still make a profit. Will a focus on growth or operational efficiency create value for our clients and the institution's bottom line? Audience: Presidents, CEOs, CFOs, COOs, Operational Officers/Directors/Managers, Growth/Sales Officers, Retail Banking Officers/Directors/Managers, and Marketing Directors will benefit from this webinar.
2024 Call Report Update All Day Streaming - March 21st 6 CPE Credits BREAKING NEWS!!! FIL 68-2023 published December 27, 2023. Be prepared for the June 30, 2024 revisions regarding loans to non-depository financial institutions, reporting on guaranteed structured financial products, and long-term debt. Join us as we discuss what's on the very near horizon! Audience: This program offers value to anyone involved in preparing, reviewing, or signing a Call Report, whether they're newcomers or seasoned professionals. To maximize the benefit of the program, please communicate specific areas of concern to the seminar organizers in advance so that we are sure to address these topics.
Excelling in Your Role of the Bank Board Secretary - March 21st The board secretary’s role goes far beyond “notetaker” at board meetings to being the chief organizer, ensuring compliance requirements are met, understanding governance issues, planning meetings, developing reports, and preserving corporate records. Get the information and tools you need for success in this role in 2024. Audience: This informative webinar is ideal for board secretaries, members of senior management, and directors.
ACH Rules Update - March 28th The ACH Rules continue to evolve. In this webinar, you'll get expert insights into what's changed and what changes are coming so you can help your financial institution remain compliant. Audience: This course is designed for compliance personnel, auditors, operations personnel, senior management and all other interested in gaining knowledge on ACH topics.
Want to see the full webinar schedule? Check out our webinar calendar for a full list of upcoming webinars.
March Webinars | Community Bankers Webinar Network