Calendar of Events

  • Success with Servant Leadership

    Sep 25th, 2018
    10:00am - 11:30am
    Success with Servant Leadership








    Presented by
    Tuesday, September 25th, 2018
    10:00 am - 11:30 am CT
     
    Covered Topics
    • A brief history of servant leadership
    • Nine qualities of a servant leader
    • Five practices of a servant leader
    • The link between servant leadership and employee engagement
    • Practical tips to use servant leadership in banking
    • Accountability in a servant leadership environment

    Register here

     

    More Details
  • Secrets to Being a Great Call Center Agent

    Sep 25th, 2018
    1:30pm - 3:30pm
    Secrets to Being a Great Call Center Agent


    Presented by Janice Branch
    Tuesday, September 25th, 2018
    1:30 pm - 3:30 pm CT

    COVERED TOPICS
    • Build rapport and connect with callers
    • Reduce escalated calls
    • Use professional call management procedures to handle calls with skill
    • Become a Customer Advocate
    • Utilize voice tone and keywords to show empathy
    • Problem-solve effectively for the upset and complaining callers
    • Sell, up-sell and cross-sell
    • Build a Plan for Improvement
    • Skill Improvement Tips
    • Become a Self-Directed Learner
    Register here
    More Details
  • These People Drive Me Crazy

    Sep 26th, 2018
    10:00am - Noon
    These People Drive Me Crazy


    Presented by Honey Shelton
    Wednesday, September 26th, 2018
    10:00 am - 12:00 pm CT


    COVERED TOPICS

    • Understanding yourself and others - motivation, how it works
    • Creating a work environment everyone wants to work in
    • Become knowledgeable about Choice Theory – what it is, how to apply it
    • Implement ground rules, expectations and goals
    • Respect – give it and address it when you do not receive it
    • Practice emotional containment and professional maturity
    • Excel at communication
    • Managing tricky situations and difficult behaviors
    • Coaching – what works, what does not work
    • Consequences vs. punishment
    Register here
    More Details
  • Advanced Financial Statement Analysis

    Sep 26th, 2018
    1:30pm - 3:30pm
    Advanced Financial Statement Analysis


    Presented by David L. Osborn
    Wednesday, September 26th, 2018
    1:30 pm - 3:30 pm CT

    COVERED TOPICS
    • Analyze the four financial statements including Income Statement, Statement of Retained Earnings, Balance Sheet, and Statement of Cash Flows
    • Explore Income Statement issues including Revenue Recognition, Inventory Costing, and Depreciation
    • Cover Balance Sheet accounts including Accounts Receivable, Allowance for Doubtful Accounts, Accounts Payable, and the Equity Section
    • Review the levels of financial statement reporting including Company-Prepared, Compiled, Reviewed, and Audit
    • Analyze a “five-part” analysis model including Liquidity, Activity, Leverage, Operating Performance, and Cash Flow
    • Discuss the Z-score (bankruptcy predictor) and Sustainable Growths models
    • Summarize the seminar concepts through Case Studies
    Register here
    More Details
  • 2018 MYB Leadership Conf | Golf Tournament

    Sep 26th, 2018
    All-day Event
    Hilton Hotel, 1001 E. County Line Road, Jackson, Ms 39211 (601) 957-2800
    More Details
  • Unclaimed Property Compliance for Financial Institutions

    Sep 27th, 2018
    10:00am - Noon
    Unclaimed Property Compliance for Financial Institutions



    Presented by Maggie Young
    Thursday, September 27th, 2018
    10:00 am - 12:00 pm CT

    COVERED TOPICS
    • Overview of unclaimed property reporting requirements
    • Trends impacting financial organizations
    • Handling of unique property types, such as IRAs, CDs, and Safe Deposit Boxes
    • State dormancy periods
    • Exemptions and deductions
    • Owner outreach and due diligence campaigns
    • Best practices for maintaining contact with customers
    • Costly pitfalls and reporting errors to avoid
    Register here
    More Details
  • 2018 MYB Leadership Conf | Golf Tournament

    Sep 27th, 2018
    All-day Event
    Hilton Hotel, 1001 E. County Line Road, Jackson, Ms 39211 (601) 957-2800
    More Details
  • FFIEC CAT vs InTREx

    Sep 28th, 2018
    10:00am - Noon
    FFIEC CAT vs InTREx


    Presented by Jon Waldman
    Friday, September 28th, 2018
    10:00 am - 12:00 pm CT

     
    COVERED TOPICS
    • FFIEC Cybersecurity Assessment Tool (CAT) Process
    • Top Baseline Control Challenges
    • FDIC InTREx Process
    • Top InTREx Findings
    • Pros and Cons of each process
    Register here
    More Details
  • Appraisal Review for Residential Mortgage Decisions

    Oct 1st, 2018
    1:30pm - 3:30pm
    Appraisal Review for Residential Mortgage Decisions


    Presented by J. T. Turner
    Monday, October 1st, 2018
    1:30 pm - 3:30 pm CT

    COVERED TOPICS
    • Valuation methods
    • Review of the Single Family Form
    • Review of the Multi Family Form
    • Key information
    • Red flags
    Register here
    More Details
  • You Bought It, So Why Don’t They Use It? Technology & The Consumer

    Oct 2nd, 2018
    10:00am - 11:30am
    You Bought It, So Why Don’t They Use It?
    Technology & The Consumer



    Presened by David Carlson
    Tuesday, October 2nd, 2018
    10:00 am - 11:30 am CT

    COVERED TOPICS
    • Overcoming barriers to onboarding eBanking services
    • Strategies to increase consumer utilization of technology
    • Leveraging technology to enhance the customer or member experience and retention
    Register here
    More Details
  • Psychology of Robbery

    Oct 2nd, 2018
    1:30pm - 3:30pm
    Psychology of Robbery


    Presented by Randy Phillips
    Tuesday, October 2nd, 2018
    1:30 pm - 3:30 pm CT

    COVERED TOPICS
    • Think like a bank robber.
    • How to observe and evaluate your surroundings.
    • Psychological tactics to dissuade a potential robber.
    • How to best react to a robbery in progress.
    Register here
    More Details
  • 2018 MBA Security Conference

    Oct 3rd, 2018
    9:30am - 4:30pm
    Embassy Suites ● 200 Township Place ● Ridgeland, MS ● 601 - 607 - 7112

    2018 MBA Security Conference
    Wednesday, October 3 and 4


    Wed., Oct. 3                Thu, Oct. 4
    9:30am-4:30pm           8:00am-4:00pm


    Embassy Suites
    200 Township Place
    Ridgeland, MS
    601-607-7112

    Topics Covered

    • Security Officer role
    • Regulations
    • Security update
    • Hot topics
    • Law enforcement

    Download brochure and register now

    More Details
  • Quarterly Compliance Briefing: Fall 2018

    Oct 3rd, 2018
    10:00am - Noon
    Quarterly Compliance Briefing: Fall 2018


    Presented by Carl Pry
    Wednesday, October 3rd, 2018
    10:00 am - 12:00 pm CT

    COVERED TOPICS
    • CRA reform from the OCC – what does it mean?
    • New fintech charter from the OCC
    • CFPB supervisory highlights – what’s hot at the Bureau?
    • Future of disparate impact
    • HMDA interpretations from Dodd-Frank reform
    • Small BHC relief
    • Reg. Z threshold changes
    • CFPB and MLA exams
    • CRA downgrade policy guidance from OCC
    • Final rule on annual privacy notices
    • CFPB’s “sandbox” on disclosures and regulation
    • HMDA file format verification tool and 2017 information
    • NFIP extension through Nov. 30
    • Fed’s new Consumer Compliance Supervision Bulletin
    • OCC guidance on loan to deposit ratios
    Register here
    More Details
  • The UCC for Bankers

    Oct 3rd, 2018
    10:00am - Noon
    The UCC for Bankers


    Presented by Robin Russell
    Wednesday, October 3rd, 2018
    10:00 am - 12:00 pm CT

    COVERED TOPICS
    • Overview and UCC definitions
    • Article 9 secured transactions
    • Perfection and attachment
    • Rules of priority
    • UCC forms and how they work: UCC-1, UCC-3, UCC-5, UCC-11
    • Common mistakes: debtor names, collateral descriptions, filing locations
    • Titled assets
    • Special rules for intellectual property
    • Special filing offices
    Register here
     
    More Details
  • Loan Denials & Other Adverse Action Notices

    Oct 3rd, 2018
    1:30pm - 3:30pm
    Loan Denials & Other Adverse Action Notices


    Wednesday, October 3rd, 2018
    1:30 pm - 3:30 pm CT

    COVERED TOPICS
    • Consumer & Non-Consumer Notifications
    • Notices of Incompleteness
    • Counteroffers and Withdrawals
    • Indirect Lending Requirements
    • Credit Score Notifications
    • Multiple Applicant Requirements
    • Timing and Record Retention Requirements
    • Fair Lending Hot Spots
    • Interpretations, Guidance & Best Practices
    • Answers to Your Questions (during the webinar) and much more!
    Register here
    More Details
  • 2018 MBA Security Conference

    Oct 4th, 2018
    8:00am - 8:30am
    Embassy Suites ● 200 Township Place ● Ridgeland, MS ● 601-607-7112

    2018 MBA Security Conference
    Wednesday, October 3 and 4


    Wed., Oct. 3                Thu, Oct. 4
    9:30am-4:30pm           8:00am-4:00pm


    Embassy Suites
    200 Township Place
    Ridgeland, MS
    601-607-7112

    Topics Covered

    • Security Officer role
    • Regulations
    • Security update
    • Hot topics
    • Law enforcement

    Download brochure and register now

    More Details
  • Lie Detection for HR Managers

    Oct 4th, 2018
    10:00am - Noon
    Lie Detection for HR Managers


    Presented by J. T. Turner
    Thursday, October 4th, 2018
    10:00 am - 12:00 pm CT

    COVERED TOPICS
    • The High Cost Of Lies
    • Establishing a Baseline
    • Picking Up Tells
    • Reading Micro Expressions
    • Sentence Structure in Lies
    • Adept Questioning
    • Legal Issues
    Register here
     
    More Details
  • Executive Total Compensation – Strategies to Motivate and Incent

    Oct 4th, 2018
    1:30pm - 3:30pm
    Executive Total Compensation – Strategies to Motivate and Incent


    Presented by Michael Blanchard
    Thursday, October 4th, 2018
    1:30 pm - 3:00 pm CT

    COVERED TOPICS
    • Summary total compensation market values from the Blanchard Compensation Survey & databases
    • Annual Cash Incentives/Bonuses – Common components such as prevalence of plan types, plan design, performance metrics & payouts, risk & regulation
    • Long-Term Incentives/Equity Awards – Types of vehicles, prevalence & usage, performance & vesting, goals, ownership requirements
    • Executive Benefit Programs – Types of supplemental retirement/benefit programs to recruit and retain top executives and key producers.
    Register here
     
    More Details
  • Writing High-Impact Executive Summaries

    Oct 5th, 2018
    10:00am - Noon
    Writing High-Impact Executive Summaries


    Presented by Philip Vassallo
    Friday, October 5th, 2018
    10:00 am - 12:00 pm CT

    COVERED TOPICS
    • Approach writing with a clear and useful strategy
    • Fuse the purpose of the summary with issues that matter to your audience
    • Sort ideas to clarify key points
    • Craft paragraphs that reinforce the intent of the executive summary
    • Edit language to move the reader to action

    We'll allow time to answer your questions about executive summary issues you encounter regularly.

    Register here
    More Details
  • Legal Liabilities when Check Fraud Occurs

    Oct 9th, 2018
    10:00am - Noon
    Legal Liabilities when Check Fraud Occurs


    Presented by Terri D. Thomas
    Tuesday, October 9th, 2018
    10:00 am - 12:00 pm CT

    COVERED TOPICS
    • Tips for spotting counterfeit, forged and altered checks
    • Procedures that can be used to reduce your bank's exposure to check fraud losses
    • A plain English explanation of your bank's legal responsibility for counterfeit, forged and altered checks under the Uniform Commercial Code, Regulation CC, and other federal regulations
    • Factors used to determine whether a check fraud victim has the legal right to expect reimbursement for a loss
    Register here
    More Details
  • Telephone Consumer Protection Act (TCPA) Compliance Issues

    Oct 9th, 2018
    1:30pm - 3:30pm

    Telephone Consumer Protection Act (TCPA) Compliance Issues

    Presented by Lewis Wiener
    Tuesday, October 9th, 2018
    1:30 pm - 3:30 pm CT


    COVERED TOPICS

    • Background and Overview of the TCPA
      • History of the law
      • Statutory text
      • Why it is so dangerous (and appealing to plaintiffs' lawyers)
      • The role of the FCC in rulemaking
    • The Rules
      • Calls
      • Texts
      • Faxes
    • Litigation trends
      • Popular targets
      • How plaintiffs’ attorneys have evolved
      • How courts have reacted
    • The Role of the FCC
      • 2015 Omnibus Order: definition of auto dialer and other hot button issues
      • Recent D.C. Circuit Court of Appeals decision overturning part of the 2015 Order
      • FCC open comment period and court decisions following the DC Circuit’s decision
      • Risks on the horizon and how they impact compliance
      • Best compliance practices and takeaways

    Register here

    More Details
  • Marketing & Advertising Compliance

    Oct 10th, 2018
    10:00am - Noon
    Marketing & Advertising Compliance


    Presented by Carl Pry
    Wednesday, October 10th, 2018
    10:00 am - 12:00 pm CT

    COVERED TOPICS
    • What impact does the CFPB have on advertising and marketing, even if you're not a big bank?
    • Regulatory Focus: Attention to unfair, deceptive, and abusive acts and practices (UDAAP).  Plus - what may be considered abusive? How can you stay clear of trouble? Don't miss the forest for the trees.
    • Advertising rules under Reg. Z for both mortgage loans and open-end plans from the Credit CARD Act
    • UDAP standards from the FTC on mortgage loans
    • Consumer deposit products in Truth in Savings
    • Rules for consumer loan products in Regulation Z
    • Fair lending when marketing lending products
    • "Equal Housing Lender" statement and the logo - when must these be used?
    • Advertising over the Internet and social media - different standards?
    • Soliciting via the phone and e-mail: the Telemarketing Sales Rule (TSR), including caller ID requirements, Junk Fax, and CAN-SPAM
    • Privacy implications - sharing information under Privacy regulations and FCRA
    • Testimonials - FTC standards
    • Promotions - drawings, giveaways, bonuses, etc.
    • Tax implications, and what not to say when talking about tax breaks
    This webinar is a breakout session from the Core Compliance Suite. A subscription to the Core Compliance Suite (CCS) includes a quarterly, two-hour webinar focused on the most recent changes to the compliance landscape as well as access to six core compliance webinars presented by Carl Pry which are essential to your annual compliance training. For more information on the Core Compliance Suite visit ttsComplianceSuite.com. You can email questions to info@ttsTrain.com or talk with a representative by calling 1-800-831-0678.

    Register here
     

    More Details
  • Identifying and Documenting CRA Community Development Activities

    Oct 10th, 2018
    1:30pm - 3:30pm
    Identifying and Documenting CRA Community Development Activities


    Presented by Jack Holzknecht
    Wednesday, October 10th, 2018
    1:30 pm - 3:30 pm CT

    COVERED TOPICS
    • Recent revisions to the definition of "community development" including why the reference to the Neighborhood Stabilization Program was eliminated and the impact of that action;
    • The importance of CD activities for small, intermediate small and large banks;
    • Which loans receive CD credit;
    • Which qualified investments receive CD credit;
    • Which services receive CD credit;
    • The consideration given to CD activities that occur within and outside of your assessment area;
    • The concept of affordable housing for low- or moderate-income housing;
    • Which communities services are targeted to low- or moderate-income individuals;
    • Which activities promote economic development by financing businesses and farms that meet certain size eligibility standards;
    • Much more.


    Register here

    More Details
  • MBA Communications Conf DINNER

    Oct 10th, 2018
    6:00pm - 8:30pm
    Sombra Mexican Kitchen, 140 Township Ave #100, Ridgeland, MS 39157, 601-707-7950

    MBA Communications Conf Dinner
    Wednesday, October 10, 6:00pm

    in conjunction with MBA Communications Conference

    Sombra Mexican Kitchen
    140 Township Ave #100
    Ridgeland, MS 39157
    601-707-7950

    Contact
    Lori Richardson
    MBA Programs Manager
    lrichardson@msbankers.com
    601-948-6366

     

    More Details
  • 2018 MBA Communications Conference

    Oct 11th, 2018
    8:30am - 4:00pm
    Embassy Suites, 200 Township Place, Ridgeland, MS 39157 601-607-7112
    2018 MBA Communications Conference
    Thursday, October 11, 2018
    8:30am - 4:00pm


    Embassy Suites
    200 Township Place
    Ridgeland, MS 39157
    601-607-7112

    Download Registration Materials Here

    Contact
    Lori Richardson
    MBA Programs Manager
    lrichardson@msbankers.com
    601-948-6366

     
    More Details
  • FFIEC Cyber Compliance Update

    Oct 11th, 2018
    10:00am - Noon
    FFIEC Cyber Compliance Update


    Presented by Chad Knutson
    Thursday, October 11th, 2018
    10:00 am - 12:00 pm CT

    COVERED TOPICS
    • FFIEC Cybersecurity Assessment Tool 2017 updates
    • FFIEC Information Security Booklet 2016 rewrite
    • FFIEC Retail Payments: Mobile Financial Services 2016 new guidance
    • FFIEC Cybersecurity of Interbank Messaging and Wholesale Payment Networks 2016
    • FFIEC IT Management Booklet 2015 rewrite
    • FFIEC Joint Statement on Cyber Attacks Involving Extortion 2015
    • FFIEC Statement on Destructive Malware 2015
    • FFIEC Statement on Compromising Credentials 2015
    Register here
    More Details
  • Introduction to Excel Dashboards

    Oct 12th, 2018
    10:00am - Noon
    Introduction to Excel Dashboards


    Presented by David Rinstrom
    Friday, October 12th, 2018
    10:00 am - 12:00 pm CT

    COVERED TOPICS
    • Creating self-updating titles for charts and pivot charts.
    • Exploring the Recommended Charts feature in Excel 2013 and later.
    • Discovering how Microsoft Query allows you to create self-updating links to databases, spreadsheets, text files, and other data sources.
    • Seeing how the Sparkline feature empowers you to create tiny, in-cell charts for showing trends of data.
    • Using the Group and Ungroup feature to expand or collapse rows and/or columns.
    • Jump-starting data visualization with the Quick Analysis feature.
    • Filtering pivot table data based on date ranges by way of the Timeline feature in Excel 2013 and later.
    • Learning how to hide or unhide Excel’s Ribbon interface using a simple macro technique.
    • Creating dynamic and interactive graphs with Excel’s PivotChart feature.
    • Using the Linked Picture feature to place pivot tables in close proximity to each other without posing conflicts.
    • Understanding how to use the Slicer feature to streamline data analysis within tables and pivot tables.
    • Creating a dashboard that looks less like an Excel spreadsheet by hiding screen elements.
    Register here
    More Details
  • Increase Your Hard Numbers by Managing Your Soft Skills

    Oct 15th, 2018
    1:30pm - 3:30pm
    Increase Your Hard Numbers by Managing Your Soft Skills


    Presented by Paige Dest
    Monday, October 15th, 2018
    1:30 pm - 3:00 pm CT

    COVERED TOPICS
    • How our brain works and its ability to change
    • The definitions and concepts of Social and Emotional Intelligence
    • The 4 Quadrants and 26 Competencies of Social and Emotional Intelligence
    • The link between a culture of Social and Emotional Intelligence and Productivity
    • Methods and techniques to:
      • Strengthen stress management and resiliency
      • Build powerful communication and influencing skills
      • Manage conflict productively and constructively
      • Create positive teamwork and collaboration
      • Inspire creativity and catalyze change effectively
      • Build a culture of trust and cooperation
    Register here
    More Details
  • Reg E Compliance - Five Best Practices for Handling Disputes

    Oct 16th, 2018
    10:00am - Noon
    Reg E Compliance - Five Best Practices for Handling Disputes


    Presented by Susan Costonis
    Tuesday, October 16th, 2018
    10:00 am - 12:00 pm CT

    COVERED TOPICS
    • The basic disclosure requirements of Reg E and the definitions that guide the error resolution process.
    • What questions should you ask a customer about a disputed transaction?
    • What are five “best practices” for handling a Reg E dispute?
    • What should be included in an investigation report?
    • How do you determine if a customer is liable for an unauthorized transaction? You’ll learn practical suggestions for conducting and documenting an investigation.
    • NEW TRENDS IN DEBIT CARD FRAUD
    • Resources to educate customers about fraud prevention
    Register here

     
    More Details
  • Seven Habits of Effective Credit Administration in Commercial Banks

    Oct 17th, 2018
    10:00am - Noon
    Seven Habits of Effective Credit Administration in Commercial Banks


    Presented by Jeffery W. Johnson
    Wednesday, October 17th, 2018
    10:00 am - 12:00 pm CT

    The Seven Characteristics:
    1. Well Defined Credit Culture Established and Supported by:
      • An Effective Loan Policy
    2. Highly Effective Risk Assessment and Credit Underwriting System by:
      • Choosing the right personnel to be Credit Analysts, Lenders or Loan Administrators
      • Knowing how to balance Risk and Rewards through proper credit, ratio and cash flow analysis
      • Knowing how to report risk assessment by writing effective credit memoranda
    3. Highly Effective Credit Committee that:
      • Considers all pertinent information
      • Allows members to express their opinion "freely"
      • Records Minutes that matter
    4. Utilize Credit Risk Rating to Identify Risk in the Loan Portfolio by:
      • Clearly defining credit grades and applying them to various types of borrowers
      • Utilizing a clear, objective and measurable loan grading system
    5. Loan Documentation Procedures that will:
      • Identify the Borrower's legal structure
      • Identify, value and properly classify the collateral (emphasizing appraisal reviews)
      • Evidence the debt outstanding
      • Attach the bank's security interest in the collateral
      • Perfect the bank's lien position in the collateral
    6. Effective Loan Portfolio Management by:
      • Defining the expectations of loan officers in the management of their loan portfolio
      • Using Loan Agreements, Covenant Compliance Reports and other monitoring tools to manage the loan portfolio
      • Adopting prudent commercial real estate loan workout strategies for problem loans
    7. Calculating and Maintaining an Adequate Allowance for Loans and Lease Losses
      • Reviewing and Documenting the ALLL methodology

    At the end of this session, the participant will have a good road map to build and manage an effective credit administration area of the bank and to satisfy regulators' requirement to operating a safe and sound bank from a credit risk perspective.

    Register here
    More Details
  • Basics of Banking

    Oct 17th, 2018
    1:30pm - 3:30pm
    Basics of Banking


    Presented by David L. Osburn
    Wednesday, October 17th, 2018
    1:30 pm - 3:30 pm CT

    COVERED TOPICS

    By attending this training session, you will develop an understanding of the following areas of banking:

    • Full-service commercial banking including a brief history of the modern US banking industry and how banks make money
    • Products and services offered by banks including depository accounts, lending, trust department, and cash management
    • Types of loans-consumer, residential, and commercial
    • The five “Cs” of credit: capacity, capital, collateral, conditions, and character
    • Investment products (FDIC and non-FDIC insured)
    • Competitors in the market place
    • Emerging technologies including the latest trends
    • Banking regulations and regulatory agencies
    • Management of the bank including the ALCO, audit, and loan committees
    Register here
    More Details
  • IRAs: 4 Part Series

    Oct 18th, 2018
    10:00am - Noon

    IRAs: 4 Part Series
    REGISTER FOR FOUR PART SERIES

    SEE BELOW TO REGISTER FOR INDIVIDUAL DATES

    PART I: Thursday, October 18th
    PART II: Thursday, October 25th
    PART III: Tuesday, October 30th
    PART IV: Wednesday, November 14th


    Presented by Patrice M. Konarik
    Thursday, October 18th, 2018
    10:00 am - 12:00 pm CT

    This four part series includes the following Webinars. Click each link for a complete description of what will be covered in each session. Each Webinar can also be purchased individually.

    IRAs Part I: The Basics Simplified - Thursday, October 18th
    The goal of this Part I IRA Basic Webinar is to start at the beginning of "What is an IRA?" Who can have an IRA? How much can they contribute? Includes an overview of the plan IRA types.

     

    IRAs Part II: Rollovers vs. Transfer - Thursday, October 25th
    Learn the importance of getting the terminology right!

    IRAs Part III: Distributions and Beneficiaries – Tuesday, October 30th
    If you are searching for a Webinar where you will achieve that higher “comfort level” on these complicated topics, this seminar is “must-attend”.

    IRAs Part IV: Auditing and Compliance– Wednesday, November 14th
    If you don't want your customers to get unnecessary letters and bills from the IRS for bank-induced filing errors, this Webinar is a true necessity.

    REGISTER HERE FOR FOUR-PART SERIES
    More Details
  • Understanding Real Estate Loan Documents

    Oct 19th, 2018
    10:00am - Noon
    Understanding Real Estate Loan Documents


    Presented by Robin Russell
    Friday, October 19th, 2018
    10:00 am - 12:00 pm CT

    COVERED TOPICS
    • Real Estate Lien Note/Promissory Note: The note is enforceable against the borrower! Review of each section for content, purpose, rights of all parties and scope of language.
    • Mortgage & Deed of Trust: The mortgage or deed of trust is enforceable against the real property interest taken as collateral. Review of each section for content, purpose, rights of all parties, representations and warrantees, plus enforceability.
    • Title Commitment and Title Policy: The title policy protects the lender by assuring an acceptable lien position. Knowing what to expect and what to look for is essential to underwriting and closing real estate loans.
    • Guarantees: A guarantor of a real estate loan may have limited recourse and/or may execute a special environmental guaranty. Bankers need to understand the types of guarantees specific to real estate loans
    Register here
     
    More Details
  • Strategic Loan Pricing

    Oct 22nd, 2018
    1:30pm - 3:30pm

    Strategic Loan Pricing


    Presented by Richard Hamm
    Monday, October 22nd, 2018
    1:30 pm - 3:30 pm CT


    COVERED TOPICS

    • Using odd-decimal pricing
    • Using the drivers of loan profitability to “scout" your competition
    • Differentiating the rate on all risk metrics
    • Recognizing economies of scale on larger loans
    • Comparing relative loan pricing within your portfolio
    • Watching out for loans that are typically under-priced
    • Giving the customer pricing options, even if not requested
    • Using “grid" or performance pricing

    Register here

    More Details
  • Regulation Z - Open-End Credit Rules

    Oct 23rd, 2018
    1:30pm - 3:30pm
    Regulation Z - Open-End Credit Rules


    Presented by Jack Holzknecht
    Tuesday, October 23rd, 2018
    1:30 pm - 3:30 pm CT

    COVERED TOPICS
    • What is Open-End Credit;
    • Coverage and Exemption rules;
    • General Disclosure Requirements;
    • Account Opening Disclosures;
    • Periodic Statements;
    • Subsequent Disclosure Requirements;
    • Treatment of Credit Balances; and
    • Billing Error Resolution
    Register here
    More Details
  • Improving Employee Performance in Everyday Work Situations & Reviews

    Oct 24th, 2018
    10:00am - Noon
    Improving Employee Performance in Everyday Work Situations & Reviews


    Presented by Jack Blake
    Wednesday, October 24th, 2018
    10:00 am - 12:00 pm CT


    COVERED TOPICS

    • How to give employees feedback the way they want it to be given
    • Greatly reduce the likelihood of employee defensiveness
    • What to say and how to say it, including words and phrases, body language, etc.
    • Gain employee cooperation to improve performance
    • Two skills to successfully resolve employee defensiveness
    • Identify employee concerns about what you're asking them to do
    • Confirm agreement
    • Give positive feedback that employees will believe and act on
    • Highly skill based, not a lecture

    Register here
     

    More Details
  • IRAs: Rollovers vs. Transfers

    Oct 25th, 2018
    10:00am - Noon

    IRAs: 4 Part Series
    REGISTER FOR FOUR PART SERIES

    SEE BELOW TO REGISTER FOR INDIVIDUAL DATES

    PART I: Thursday, October 18th
    PART II: Thursday, October 25th
    PART III: Tuesday, October 30th
    PART IV: Wednesday, November 14th


    Presented by Patrice M. Konarik
    Thursday, October 18th, 2018
    10:00 am - 12:00 pm CT

    This four part series includes the following Webinars. Click each link for a complete description of what will be covered in each session. Each Webinar can also be purchased individually.

    IRAs Part I: The Basics Simplified - Thursday, October 18th
    The goal of this Part I IRA Basic Webinar is to start at the beginning of "What is an IRA?" Who can have an IRA? How much can they contribute? Includes an overview of the plan IRA types.

     

    IRAs Part II: Rollovers vs. Transfer - Thursday, October 25th
    Learn the importance of getting the terminology right!

    IRAs Part III: Distributions and Beneficiaries – Tuesday, October 30th
    If you are searching for a Webinar where you will achieve that higher “comfort level” on these complicated topics, this seminar is “must-attend”.

    IRAs Part IV: Auditing and Compliance– Wednesday, November 14th
    If you don't want your customers to get unnecessary letters and bills from the IRS for bank-induced filing errors, this Webinar is a true necessity.

    REGISTER HERE FOR FOUR-PART SERIES
    More Details
  • It’s All about Your Strategic Plan

    Oct 25th, 2018
    1:30pm - 3:30pm
     It's All about Your Strategic Plan


    Presented by Marci Marzahn
    Thursday, October 25th, 2018
    1:30 pm - 3:30 pm CT

    COVERED TOPICS

    This important and timely banking webinar will address:

    • The importance of a clearly defined strategic plan structure
    • Key components common to successful strategies
    • The role of Enterprise Risk mitigation and management in a bank’s strategic plan
    • Establishing ‘best practices’ with Board Governance
    • Developing, implementing and managing the strategic planning process in your bank or credit union
    Whether your institution lacks a cohesive strategy,or just wants to review existing plan(s), this webinar will address questions including:
    • What is your vision for the future of your bank?
    • Do your employees know your vision, and can they articulate it?
    • Does the culture and brand of your bank (everything from your electronic signature on your emails to the look of your bank lobby) reflect the vision of where you want to take your bank?
    • Do you know your risks—the risks that are unique to your bank?
    • Do you have the right people, and are they in the right places to fulfill the vision of your bank?
    You will walk away with tools and ideas to:
    • Integrate your Enterprise Risk Management Program into your Strategic Plan
    • Integrate your Talent Management Program into your Strategic Plan, and
    • Ensure your Strategic Plan doesn’t sit on the shelf and gets implemented.
    Register here
    More Details