Education & Training for Financial Professionals
We partner with state associations nationwide to present in-person and virtual seminars for banks and credit unions. We offer training off-site, at the location of your choice, as well as in-house training. All training is customized to fit your needs, objectives and policies within your organization. Contact us to learn more about our education and training opportunities or to request a speaker for your next seminar.
Training for your staff is the most important investment a financial institution can make. Having a deep bench of competent, well-trained employees will help to ensure compliance within your organization and boost your bottom line.
Using the FFIEC APR Software Effectively
Join us for a live webinar designed specifically for banks and credit unions. Discover how to leverage the FFIEC APR tool to verify the accuracy of your loan calculations, and get hands-on guidance on correcting any discrepancies. This comprehensive session will cover both non-real estate and real estate loans, providing you with the tools to maintain compliance and avoid costly pitfalls. Don’t miss this opportunity to enhance your compliance practices and safeguard your institution’s financial integrity. Register today to secure your spot!
Our consultants frequently present at seminars, conferences and conventions throughout the financial services industry. Search our event calendar to view upcoming learning opportunities in-person and online. Find an event near you or register for one of our upcoming webinars.
Our cornerstone service, the Community Bankers for Compliance Program (CBC), is offered in 8 states and provides banks with the tools they need to effectively manage an in-house compliance program. Our CBC Program is the longest running compliance program in the country. It includes a mix of live regulatory seminars and regulatory update webinars, access to our toll-free compliance hotline and members-only compliance portal as well as our monthly Compliance Update newsletter.
From a regulatory perspective, it is critical for financial institutions to have active and knowledgeable board members and directors with the skillset required to support their management team. Our director development and management training provides the banking knowledge and practical information needed to successfully meet those responsibilities. Our training topics include strategic planning, asset liability management, shareholder value, succession planning and evaluating board reports.
Take a proactive approach to regulatory compliance with proper training for your personnel. Whether you need to establish a compliance program or simply brush up on changing regulations, this training provides up-to-date information on compliance issues and techniques for maintaining an effective internal program. We offer off- and on-site compliance training on a wide variety topic including the Bank Secrecy Act, Privacy and Fair Lending. Each presentation is customized for the needs of your financial institution and can be presented in multiple sessions, if needed.
Training in commercial, residential mortgage, and consumer loan underwriting and analysis can be provided for loan officers, credit analysts, and underwriters. Training can be customized to fit the needs and experience level of those receiving the training. Training can be tailored to fit your institution’s underwriting standards or the standards set by the secondary market.
Our consultants frequently present at seminars, conferences and conventions throughout the financial services industry. Search our event calendar to view upcoming learning opportunities in-person and online. Find an event near you or register for one of our upcoming webinars.
Our cornerstone service, the Community Bankers for Compliance Program? (CBC), is offered in 8 states and provides banks with the tools they need to effectively manage an in-house compliance program. Our CBC Program is the longest running compliance program in the country. It includes a mix of live regulatory seminars and regulatory update webinars, access to our toll-free compliance hotline and members-only compliance portal as well as our monthly Compliance Update newsletter.
From a regulatory perspective, it is critical for financial institutions to have active and knowledgeable board members and directors with the skillset required to support their management team. Our director development and management training provides the banking knowledge and practical information needed to successfully meet those responsibilities. Our training topics include strategic planning, asset liability management, shareholder value, succession planning and evaluating board reports.
Take a proactive approach to regulatory compliance with proper training for your personnel. Whether you need to establish a compliance program or simply brush up on changing regulations, this training provides up-to-date information on compliance issues and techniques for maintaining an effective internal program. We offer off- and on-site compliance training on a wide variety of topics including the Bank Secrecy Act, Privacy and Fair Lending. Each presentation is customized for the needs of your financial institution and can be presented in multiple sessions, if needed.
