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    2018 Safe Deposit Series: The Initial Discussion of the Box Rental Agreement Terms with the Customer

    This is Part II of our VI-Part 2018 Safe Deposit Series. The webinar explains the difference between the two types of safe deposit contracts: (1) the common contract form, and (2) the generic contract form. This session also explores the need for contract cards for each individual type of contract: individual, sole proprietor, fiduciary, committee, trustee, estate, minor, and guardian.

    Brandy Lalla Reserved

    Coming Soon

    Endorsements Training and Compliance for the Frontline

    Wednesday, April 18, 2018 - 2:00 PM - 3:30 PM ET
    Coming Soon

    Form 1099

    Everything You Need to Know About Filling out IRS Form 1099.


    Payment for Invoice 14309.

    2018 Call Report Series

    This product includes attendance to all four (4) webinars in our 2018 Call Report Series, as well as access to the 1-Year OnDemand recording for our four (4) sessions. You will also receive all applicable Toolkit materials.

    2018 Safe Deposit Box Series

    This product includes all five (5) webinars in our 2018 Safe Deposit Series.

    Yearly iTod Subscription

    Congratulations! You just got the best deal on the market. Your iTold Yearly Subscription enables you to attend 100 iTod webinars, and provides you with access to our entire OnDemand training library. Thank you for your business and Happy Training!

    New FFIEC 041 Call Report Changes

    Monday, February 26, 2018 - 2:00 PM - 3:30 PM ET
    This session covers recent FFIEC #041 Call Report changes, and continuously difficult items for this Report.

    2018 Collecting Past-Due Accounts & Complying with the CFPB, UDAAP, FCRA, FACTA, MLA, SCRA, & More

    Tuesday, February 27, 2018 - 3:00 PM - 4:30 PM ET
    In this session, we will examine the CFPB's broad application of its UDAAP authority. Taken together with an exploration of the CFPB's various informal guidance documents addressing debt collection issues, we will determine what constitutes a potential UDAAP violation according to the Bureau. We will also review the Federal Deposit Insurance Corporation's (FDIC) debt collection recommendations for 1st party collectors, as well as compliance points related to the Fair Credit Reporting Act (FCRA), the Fair and Accurate Credit Transaction Act (FACTA), and the Fair Debt Collection Practices Act (FDCPA). Finally, we will explore the recent verdicts and rulings that affect how you handle slow-paying accounts.

    Agricultural Lending and Analysis

    Wednesday, February 28, 2018 - 11:00 AM - 12:30 PM ET
    Upon completion of this webinar, participants will be able to: • Understand of the circumstances leading up to current loan repayment problems • Recognize the benefits of preparing an income statement in addition to a projected cash flow statement for agricultural operations • Understand the magnitude of the difference between net farm income calculated using the cash basis schedule F of the income tax return and accrual-adjusted net farm income • Learn how to access a “free” spreadsheet that can be used to prepare an accrual-adjusted income statement • Learn comparative data sources that can be used to assess financial performance • Learn the effectiveness of changes in operating strategies and loan terms on repayment capacity

    Basel III Regulatory Capital Ratio Computations

    Wednesday, February 28, 2018 - 2:00 PM - 3:30 PM ET
    This webinar explores the most important schedule in the quarterly Call Report package – Schedule RC-R, Regulatory Capital - and how it is designed to compute the four basic Basel III Capital Ratios.

    Effective Crisis Communications Strategies for Your Bank

    Thursday, March 1, 2018 - 11:00 AM - 12:30 PM ET
    The focus of this webinar is crisis management communications. This session will help your Institution assess strategies for an effective, proactive communication program.

    Advertising Compliance: Marketing Requirements for Consumer & Commercial Lending

    Monday, March 5, 2018 - 2:00 PM - 3:30 PM ET
    Upon completion of this webinar, participants will understand: • What regulations cover advertising for credit products; • What communications are considered “advertisements”; • What are triggering terms and triggered disclosures; • When the Member FDIC/NCUA and Equal Housing Lender logos are required; • Differences between advertising requirements for consumer and commercial loans; and • UDAAP issues surrounding advertising.

    Prepaid Card Rules: Understanding the NEW 2018 Changes and Preparing for April 2019

    Tuesday, March 6, 2018 - 11:00 AM - 12:30 PM ET
    On the 25th of January, the CFPB issued a final rule amending the rules governing Prepaid Accounts under the Electronic Fund Transfer Act (Regulation E) and the Truth in Lending Act (Regulation Z).

    Crafting Effective Loan Policies and Procedures

    Tuesday, March 6, 2018 - 2:00 PM - 3:30 PM ET
    Participants will understand what constitutes a well planned institutional loan policy that is in accordance with sound practices as well as regulatory requirements. You will also discover how to devise clear, precise, and meaningful procedures to audit the loan function.

    IRA Rollovers, Recharacterizations, & Transfers

    Wednesday, March 7, 2018 - 2:00 PM - 2:30 PM ET
    This webinar is designed for new accounts specialists and IRA administrators to help your institution “get it right” when an accountholder is moving money to/from your institution. This detailed program will take each type of movement and walk you right through how it should be done.

    Mortgage Lending: Filing IRS Forms 1099A, 1099C, and 1099-S

    Wednesday, March 7, 2018 - 11:00 AM - 12:30 PM ET
    This webinar provides bankers with information related to filing reports with the IRS.

    Small Business Mobile Banking Solutions: Monetizing Digital Products

    Thursday, March 8, 2018 - 11:00 AM - 12:30 PM ET
    Despite vast commitments towards digital technologies, most company’s digitalization efforts fall short of achieving topline growth. According to a recent Simon-Kucher & Partners study, 77% of companies that undertook a digitalization initiative to realize topline growth have failed to do so.

    Accounting and Taxes under Trump's New Tax Plan

    Monday, March 12, 2018 - 2:00 PM - 3:30 PM ET
    In light of recent legislation changing the Internal Revenue Code, many bankers and bank accountants are realizing they are not quite "up to speed" on the new accounting for income taxes, particularly the handling of deferred tax assets and deferred tax liabilities.

    CDD Alert: Prepare for the May 11th Deadline

    Wednesday, March 14, 2018 - 2:00 PM - 3:30 PM ET
    The May 11, 2018 FinCEN applicability deadline for CDD changes is quickly approaching. There are few AML software products that have developed a functionality enhancement to support beneficial ownership. It can take months to implement an enhancement or product like this because time is required to build the interface and upgrade the product to latest release. If you're behind schedule, this is the program for you, as you'll learn how to get back on track and be compliant by the deadline.

    Payable on Death Accounts: POD Administration, Designation, and Limits

    Thursday, March 15, 2018 - 2:00 PM - 3:30 PM ET
    A Payable on death (POD account - also know as a Totten trust - is an arrangement between a bank or credit union and a client that designates beneficiaries to receive all the client's assets when s/he dies; in other words, the client's death triggers the immediate transfer of the account funds.

    Excel for Bankers: Pivot Tables, Pivot Charts, Slicers, & Timelines

    Monday, March 19, 2018 - 2:00 PM - 3:30 PM ET
    Upon completion of this webinar, participants will be able to: • Create a Pivot Table • Create a Pivot Chart • Sort and Filter a Pivot Table • Manipulate a Pivot Table • Add Slicers and Timelines to a Pivot Table

    2018 Safe Deposit Series: Box Break-Opens for Non-Payment of Rent

    Tuesday, March 20, 2018 - 11:00 AM - 12:30 PM ET
    This is Part I of our V-Part 2018 Safe Deposit Series. This webinar will discuss breaking open a safe deposit box for non-payment of rent.