Banking & Financial Services

Webinar

NEW Nacha Rule - Third-Party Sender (TPS) Roles and Responsibilities

Donna K Olheiser

13 Apr 2023, Thursday 1:00 PM EST 90 Mins WEB14549

13 Apr 2023, Thursday 10:00 AM PDT

This session will help the attendee to identify a Third-Party Sender (TPS) and a “nested” TPS. In addition, we will cover the details needed in the agreements between all parties and what parties based on their role. Discussion on the registration requirement for both the TPS and the nested TPS and what that means to the ODFI.

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As low as $208

Webinar

Credit Risk Discipline Tools - Implementing 14 Tools for Credit Risk Management

Dev Strischek

27 Apr 2023, Thursday 1:00 PM EST 90 Mins WEB14548

27 Apr 2023, Thursday 10:00 AM PDT

These 14 tools offer an expedient way to test the quality of credit risk management but also serve as techniques for remediating and improving credit culture and credit risk management.

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As low as $325

Webinar

Reimbursing Employees For Expenses: Navigating Taxes

Patrick A Haggerty

03 Apr 2023, Monday 1:00 PM EST 90 Mins WEB14547

03 Apr 2023, Monday 10:00 AM PDT

In this informative webinar, you will learn how to properly account for and report expense reimbursements and facilities provided to employees in compliance with IRS requirements. Discussion includes work from home expense reimbursement.

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As low as $0

Webinar

Emotional Intelligence and Self Awareness- Uncovering Blindspots

Audrey Halpern

21 Mar 2023, Tuesday 1:00 PM EST 90 Mins WEB14542

21 Mar 2023, Tuesday 10:00 AM PDT

This webinar will help you identify the practical steps you can take to recognize the 12 signs of emotional intelligence and help you to develop your emotional intelligence.

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As low as $159

Webinar

Payroll Process Documentation Best Practices

Dayna Reum

07 Feb 2023, Tuesday 1:00 PM EST 60 Mins WEB14538

07 Feb 2023, Tuesday 10:00 AM PDT

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As low as $215

Webinar

4-Hour Virtual Seminar on Credit Risk Management: Principles and Practices, Tools and Techniques

Dev Strischek

30 Jan 2023, Monday 1:00 PM EST 240 Mins WEB14532

30 Jan 2023, Monday 10:00 AM PDT

This course provides guidance in how to implement and maintain the desired level of credit risk management with practical tools and techniques. Both the market and the regulatory agencies expect credit risk management to reflect the bank’s credit culture, so the class also offers direction on how to identify the organization’s credit culture and to reposition it to support the desired credit risk culture and management.

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As low as $415

Webinar

Excel Basics - Formulas and Functions 101

Mike Thomas

16 May 2023, Tuesday 1:00 PM EST 90 Mins WEB14523

16 May 2023, Tuesday 10:00 AM PDT

Learning how to create formulas will automate your calculations and save you a ton of time. No more using your fingers. No more mental arithmetic. No more using the calculator app on your Smartphone! Let Excel do the work for you!

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As low as $159

Webinar

Managing Difficult Employees

Audrey Halpern

06 Apr 2023, Thursday 1:00 PM EST 60 Mins WEB14521

06 Apr 2023, Thursday 10:00 AM PDT

This webinar provides practical strategies for dealing with difficult people and situations in the workplace. The strategies that are covered in this webinar should offer a path to confidently address difficult employees before the situation gets out of hand.

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As low as $175

Webinar

6 Hours Virtual Seminar - Project Management for Non-Project Managers

Rebecca Staton-Reinstein

27 Oct 2022, Thursday 11:00 AM EST 360 Mins WEB14519

27 Oct 2022, Thursday 8:00 AM PDT

Want to learn how to be a better project manager? You're in the right place. This class is a 6 hour virtual seminar that will teach you important skills like: project planning, creating and managing resources, effective communication and more.

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As low as $745

Webinar

Form W-9 Compliance to Avoid Penalties: TIN Verification, B Notices and Backup Withholding

Patrick A Haggerty

18 Oct 2022, Tuesday 1:00 PM EST 90 Mins WEB14518

18 Oct 2022, Tuesday 10:00 AM PDT

This webinar discusses how to establish procedures and best practices, including name/TIN verification, that avoid situations that can lead to penalties or, when such situations occur, establish the reasonable cause defense that allows your company to avoid penalties.

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As low as $325

Banking & Financial Services

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