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    BSA Risk Assessments & Effective Risk Management

    $99.00
    This webinar highlights Bank Secrecy Act (BSA) best practices for appropriate risk assessments.

    Crisis Communications Management: Protecting Your Bank's Brand Amid a Disaster

    $99.00
    The focus of this webinar is crisis management communications. This session will help your Institution assess strategies for an effective, proactive communication program.

    2018 Call Report Series: New FFIEC 041 Call Report Changes

    $99.00
    This is Part III of our IV-part 2018 Call Report Series. This session covers recent FFIEC #041 Call Report changes, and continuously difficult items for this Report.

    Cash Management: How Sales, Operations, and Technology Can Work Together to Generate More Fee Income

    $99.00
    After attending this webinar, you will walk away with a deeper knowledge of Cash Management, conduct a risk assessment on any new products, and bring back ideas to your bank on how to market Cash Management products and services to your business clients. In addition, your team will also work better together knowing how critical each area is to the success of the implementation and sale of these products and services.

    Opening New Accounts: Trust, Fiduciary & Minor Accounts

    $99.00
    When you register for this webinar, you will receive a complimentary 9-part toolkit, which includes the following materials: = (1) Revocable vs. Irrevocable Trust Comparison Chart = (2) Estate Plan Flow Chart = (3) Trust Structure 101 = (4) U.S. State Trust Laws: Income Taxes & Trust Duration = (5) Sample Power of Attorney Form = (6) Sample Adult Guardianship Form = (7) Sample Child Guardianship Form—When Parents Agree = (8) Sample Child Guardianship Form—When Parents Will Not Agree = (9) Social Security 19-Page Guide for Representative Payees Revocable, Totten Trusts, Guardianships, Minor and Estate Accounts, Oh My! What are the differences in these accounts and what do they actually mean? If contemplating these various accounts makes you queasy, fear not! After attending this 90-minute session, that nauseated feeling will be replaced with steadfast resolve. The next time a binder full of legal trust documents lands on your desk, you'll confidently delve into the responsibilities of collecting the proper documentation; correctly titling the account; selecting the appropriate ownership; and, knowing who is legally allowed to access the account.