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

    $219.00
    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

    $199.00
    Coming Soon

    Endorsements Training and Compliance for the Frontline

    Wednesday, April 18, 2018 - 2:00 PM - 3:30 PM ET
    $199.00
    Coming Soon

    Form 1099

    $249.00
    Everything You Need to Know About Filling out IRS Form 1099.

    Individual iTod Subscription - $129 per month

    $378.00
    Congratulations! You just got the best individual deal on the market. Your iTold Yearly Subscription enables you to attend 5 iTod webinars each month - subscriber's choice: You can attend upcoming Live webinars (and thereafter view the recordings for 1-Year), or you can chose from our entire OnDemand training library. Thank you for your business and Happy Training!

    2018 Call Report Series

    $800.00
    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.

    5-Webinars - iTod Subscription Plan

    $996.00
    Congratulations! You just got a great deal. Your 5-Webinars iTod Subscription enables you to attend five (5) iTod webinars. Thank you for your business and Happy Training!

    2018 Safe Deposit Box Series

    $1,000.00
    This product includes all six (6) webinars in our 2018 Safe Deposit Series.

    Individual iTod Subscription

    $1,617.90
    Congratulations! You just got the best individual deal on the market. Your iTold Yearly Subscription enables you to attend 5 iTod webinars each month - subscriber's choice: You can attend upcoming Live webinars (and thereafter view the recordings for 1-Year), or you can chose from our entire OnDemand training library. Thank you for your business and Happy Training!

    10-Webinars - iTod Subscription Plan

    $1,740.00
    Congratulations! You just got a great deal. Your 5-Webinars iTod Subscription enables you to attend five (5) iTod webinars. Thank you for your business and Happy Training!

    15-Webinars - iTod Subscription Plan

    $2,310.00
    Congratulations! You just got a great deal. Your 15-Webinars iTod Subscription enables you to attend fifteen (15) iTod webinars. Thank you for your business and Happy Training!

    Yearly iTod Subscription

    $3,988.00
    Congratulations! You just got the best deal on the market. Your iTold Yearly Subscription enables you to attend all upcoming iTod webinars (and thereafter view the recordings for 1-Year), and provides you with access to our entire OnDemand training library. Thank you for your business and Happy Training!

    3 Key Risk Assessments in Your ERM Program: ERM, IT, and Internal Controls

    Tuesday, January 23, 2018 - 2:00 PM - 4:00 PM ET
    $249.00
    This webinar will first take you through a step-by-step process to develop strong Risk Assessments to address key areas of your institution. Then the presenter will specifically focus on three key Risk Assessments you must have as critical components of your ERM Program: the Enterprise Risk Management Risk Assessment, Information Technology Risk Assessment, and the Internal Controls Risk Assessment. You will walk away with practical tools and examples you can implement in your organization immediately.

    Commercial Lending Documentation Requirements

    Wednesday, January 24, 2018 - 11:00 AM - 12:30 PM ET
    $249.00
    This proactive webinar provides a thorough overview of commercial lending requirements from a loan structure, documentation, and compliance perspective. Basic business structure will be presented along with loan structure and loan support. Additionally, commercial lending issues relative to loan documentation will be reviewed. Loan pricing and monitoring will also be covered along with a review of current compliance issues. The webinar will be summarized through a comprehensive case study.

    Opening Health Savings Accounts in 2018

    Thursday, January 25, 2018 - 2:00 PM - 3:30 PM ET
    $249.00
    With all the controversy and questionable future of the coverages offered by the Affordable Care Act, many people are considering new options and looking for tips on trying to save money on health insurance. Health Savings Accounts (HSA) are one interesting option to save money using health care plans.

    New Customer or Con-Artist? Online Account Opening and Risk Mitigation

    Thursday, January 25, 2018 - 11:00 AM - 12:30 PM ET
    $249.00
    While online account opening presents growth potential for institutions, it also presents significant risk, particularly when these accounts are funded using ACH. These risks can be controlled with proper due diligence for the online environment, account validation, and enhanced risk controls. This course evaluates practical risk management strategies institutions can use to build a program appropriate for their risk appetite. Covers both new consumer and business accounts.

    BSA Risk Assessments, Matrixes, and AML Compliance

    Wednesday, January 31, 2018 - 11:00 AM - 12:30 PM ET
    $249.00
    This webinar highlights Bank Secrecy Act (BSA) best practices for appropriate risk assessments.

    How to Turn Chapter 7 Bankruptcies Into Profitable Events

    Tuesday, January 30, 2018 - 11:00 AM - 12:30 PM ET
    $249.00
    Bankruptcy isn’t anything a creditor should fear! Bankruptcies have for a long time been the bane of both creditors and debtors, but there’s no reason that should be. A Chapter 7 bankruptcy can actually be beneficial to a creditor, both during and after the bankruptcy, and as respects current and future obligations or transactions with the filing debtor. This session is a cost-effective way to minimize the negative impact bankruptcies can have on your business, while providing potential ways to actually turn a chapter 7 into a profitable event for your institution, and arm you with the knowledge it will take to navigate this complex area of law either yourself or with minimal legal help – helping you avoid costly legal fees and harmful write-downs of loans and obligations.

    Auditing Financial Statements: Best Practices for Your Bank

    Thursday, February 1, 2018 - 1:00 PM - 2:00 PM ET
    $249.00
    This webinar will reveal best practices to close the gap in understanding the importance of simple internal controls and a sound control environment. Join us to discover the secrets of top-notch financial statement auditing!

    Banking Marijuana-Related Businesses: BSA Expectations, FinCEN Risk Assessments, & Federal Litigation

    Thursday, February 1, 2018 - 11:00 AM - 1:00 PM ET
    $249.00
    The Gist: Financial Institutions that engage in transactions involving money generated by marijuana-related activity are subject to criminal liability for failure to identify or report financial transactions which implicate violations of the U.S. Controlled Substances Act (“CSA”). However, there is real potential for community banks and credit unions to offer their services to marijuana businesses. This is because bigger national banks continue to close out the last of their existing cannabis-related accounts. Although your Institution would still take on risk by providing services - which, technically, would violate federal law - if you comply with the Cole Memo and FinCEN Guidance, then this could be a lucrative opportunity.

    Federal Tax Refunds: Exceptions, Posting, & FI Responsibilities

    Tuesday, February 6, 2018 - 2:00 PM - 3:30 PM ET
    $249.00
    It's not just tax time, but tax refund fraud time too! This course examines the most common federal tax refund fraud schemes with emphasis on detection, mitigation, and handling from a bank perspective, including return options and exception handling.

    Negotiation Skills: How to Win the Persuasion Game

    Tuesday, February 6, 2018 - 11:00 AM - 12:00 PM ET
    $249.00
    This webinar will make you a successful and well-liked negotiator… You will learn how to get what you want, enjoy the negotiations process, and feel good about yourself at the same time.

    New CECL Approach to Determine Allowance for Loan & Leases

    Wednesday, February 7, 2018 - 11:00 AM - 12:30 PM ET
    $249.00
    This webinar summarizes the new accounting standard (ASU 2016-13, Financial Instruments – Credit Losses) for the determination of the Allowance for Loan & Leases (ALLL) – the new standard that replaces the incurred-loss model currently in use. This carefully presented overview should take away the mystique and in some cases the fear of the estimation (forecasting) requirements now required under CECL.

    20 "Law of Checks" Provisions: UCC Frontline Training & Compliance

    Thursday, February 8, 2018 - 11:00 AM - 12:30 PM ET
    $249.00
    Who is the best defense against fraud and loss at your Institution? Tellers on your frontline! Tellers deal with checks every day; however, if they don’t deal with them in accordance with the “law of checks” – that is, the Articles 3 and 4 of the Uniform Commercial Code (UCC) - your institution could face unnecessary headaches and financial loss. Use this webinar to arm yourself and your staff with vital UCC information and examples.