Calendar of Events

  • For Salespeople and Managers: The Guide to Building Your Business Work Plan for 2018

    Nov 20th, 2017
    Noon - 2:00pm

    For Salespeople and Managers:
    The Guide to Building Your Business Work Plan for 2018

    Presented by Jack Kasel
    Monday, November 20th, 2017
    12:00 pm - 1:00 pm CT


    This one-hour webinar will help RMs and their Leaders:

    • Develop a personal and business workplan that will help drive desire and commitment for extraordinary success in sales, both individually and as a team
    • Establish and connect individual personal goals with business goals
    • Utilize a template to implement a disciplined process to stay on track and focused on the priority drivers of business
    Register here
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  • Developing an Incident Response Plan for an Information Security Breach

    Nov 20th, 2017
    1:30pm - 3:30pm

    Developing an Incident Response Plan for an Information Security Breach

    Presented by Susan Orr
    Monday, November 20th
    1:30 - 3:30PM CT


    Covered Topics:

    • Key regulatory requirements including state level data breach notification laws
    • Key elements of an Incident Response Plan
    • Computer Incident Response Team
    • Roles and Responsibilities
    • Overview of types of incidents
    • Response steps
    • Things you can do that may help prevent a breach

    Register here
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  • Ratio Analysis to Determine Financial Strength

    Nov 21st, 2017
    10:00am - Noon

    Ratio Analysis to Determine Financial Strength

    Presented by Jeffrey W Johnson
    Tuesday, November 21st, 2017 - 10:00 am -12:00 pm CT

    Covered Topics:

    • Liquidity
      • Current / Quick Ratios
      • Working Capital Analysis
      • Defensive Interval Ratio
      • Activity Ratios for Working Capital Assets
      • Activity Ratios for Working Capital Liabilities
    • Leverage
      • Ratios to Measure the Proportion of Support Provided by Owners and Creditors
    • Asset Management
      • To Measure the Ability of Management to Use Assets to Generate Sales and Profits
    • Operations
      • Performance Ratios to Measure the Relationship among Sales, Costs and Expenses, and How their Changes Affect the Bottom Line
    • Cash Flow
      • Uniform Cash Analysis to Determine Sources and Uses of a Firm's Cash as a Means of Serving Long-Term Debt

    Leave with a deeper understanding of ratio and credit analyses during the underwriting process. This translates into well-organized, clearly written credit memoranda so you'll be more confident explaining trends and the financial impact on customers and prospects.

    Register here

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  • Excel Explained: Managing Large Spreadsheets

    Nov 27th, 2017
    1:30pm - 3:30pm

    Excel Explained: Managing Large Spreadsheets

    Presented by David Ringstrom
    Monday, November 27th, 2017
    1:30 pm - 3:30 pm CT

    Covered Topics:

    • Switching between Custom Views by way of a hidden drop-down list you can enable on Excel’s Quick Access Toolbar.
    • Restoring "classic" Print Preview functionality in Excel 2007 and later.
    • Seeing how to view two worksheets from within the same workbook at the same time.
    • Avoiding repetitive work by creating a keyboard shortcut for Excel’s Freeze Panes feature.
    • Saving time when aggregating data from multiple worksheets with Excel's INDIRECT function.
    • Understanding the difference between manual and automatic calculation modes in Excel.
    • Using Excel's Custom Views feature to apply different print settings, including orientation and margins, to a single worksheet.
    • Learning the power - and the risks - of grouping worksheets.
    • Using the Group and Ungroup feature to expand or collapse rows and/or columns.
    • Simplifying repetitive tasks by creating your own keyboard shortcuts.
    • Learning a simple technique that can reduce the size of a large Excel workbook by 1/3 or more.
    • Learning how to deal with annoying changes to Print Preview in Word 2010 and later.

    Register here

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  • Critical Issues on Certificates of Deposit (CDs)

    Nov 28th, 2017
    10:00am - Noon

    Critical Issues on Certificates of Deposit (CDs)

    Presented by Deborah Crawford
    Tuesday, November 28th, 2017
    10:00 am - 12:00 pm CT

    Covered Topics:

    • What is a CD in 2017? Do we need to issue statements on CDs?
    • What disclosures should we give when we open a CD? What maturity notices?
    • Can the financial institution offset a CD?
    • Can the names on a CD be changed?
    • What happens on a CD secured loan with a pay on death?
    • What notifications do we have to send for a "change in terms" under TISA?
    • Can we waive CD penalties? Can a penalty be waived for certain circumstances?
    • What happens when the accountholder loses a CD? Do we still do loss of CD affidavit?
    • What is meant by paperless CDs?
    • Do we have to have all the owners sign a CD? Is that true for insurance purposes?
    • How do we issue the check when we cash a CD?
    Register here
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  • Living Trust Documents

    Nov 28th, 2017
    1:30pm - 3:30pm

    Living Trust Documents

    Presented by Terri D. Thomas
    Tuesday, November 28th, 2017
    1:30 pm - 3:30 pm CT

    Covered Topics:

    • What are the differences between revocable and irrevocable trusts?
    • What does it mean when a trust is called a "living trust" versus a "testamentary trust?"
    • How does the financial institution establish the relationship, including changing titles and performing transactions (loans or deposits)?
    • How many co-trustees does it take to bind the trust?
    • When can a successor trustee do business for the trust?
    • Can a power of attorney be used with a trust document?
    • Can a trust own a safe deposit box?
    • Can a trust co-own an account with another trust (or person)?
    Register here
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  • Fraud Detection

    Nov 29th, 2017
    10:00am - Noon

    Fraud Detection

    Presented by Randy Phillips
    Wednesday, November 29th, 2017
    10:00 am - 12:00 pm CT


    1. Understand how generational differences play a significant part in fraud.
    2. Name the most important asset in internal fraud detection.
    3. What is the correlation between our institutional culture and fraud.
    4. Identify the 3 most important elements in any internal fraud investigation.
    5. Understand the importance of proper case management and court room preparation.
    6. Why you should preplan your interview and have multiple exit strategies.
    Register here
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  • Commercial Construction Lending

    Nov 29th, 2017
    1:30pm - 3:30pm

    Commercial Construction Lending

    Presented by Richard Hamm
    Wednesday, November 29th, 2017
    1:30 pm - 3:30 pm CT

    Covered Topics:

    • What is construction risk and how is it mitigated?
    • Differences between residential and commercial construction loans
    • What is High Volatility CRE (HVCRE)?
    • Issues with contractor qualifications, construction contracts and budgets
    • Five items that determine how you handle a specific loan
      • The type of project (full construction vs. renovation, etc.)
      • The loan approval and related conditions or contingencies
      • The term sheet or commitment letter written to the customer
      • Your bank’s policies and procedures
      • The construction loan agreement
    • Other key documentation
      • Title insurance
      • Survey
      • Bonding
    • Funding and draw controls
      • Inspections
      • Lien waivers and lien updates
      • Disbursement methods
      • Monitoring usage of budget contingency
      • Line item transfers
    • Completion of the project and (if applicable) stabilization
    Register here
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  • 2017 TRID Final Rule Update

    Nov 30th, 2017
    10:00am - Noon

    2017 TRID Final Rule Update

    Presented by Jerod Moyer
    Thursday, November 30th, 2017
    10:00 am - 12:00 pm CT

    Covered Topics:

    • Effective Date vs. Mandatory Compliance Date
    • Good Faith
    • Revised Disclosures
    • Construction Loan Provisions (there are many!)
    • Escrow Closing & Partial Payment Notices
    • TRID and Trusts
    • Simultaneous Subordinate Lien Loans
    • Total Payment Tolerances
    • Calculating Cash to Close
    • Provider List Changes
    • And Much, Much, More!
    Register here



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  • Robbery Awareness

    Nov 30th, 2017
    1:30pm - 3:30pm

    Robbery Awareness

    Presented by Barry Thompson
    Thursday, November 30th, 2017
    1:30 pm - 3:30 pm CT


    • Establish a robbery prevention checklist
    • Discuss risk management issues
    • Receive a robbery summary with actual examples
    • Learn how to prepare for a robbery
    • Discuss law enforcement response issues
    • Review witness identification exercises

    Register here

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