Collection: On-Demand Courses

Data Breach at Your Organization - Learn How to Prepare for and Prevent Data Breaches. A data breach can harm your organization by exposing its intellectual property, violating privacy laws, and negatively impacting its reputation. Hackers are actively and continuously...

Combat the Rising Trend of Elder Financial Exploitation: Discover the Latest Guidance From FinCEN and CFPB. The rampant growth of elder financial exploitation has made a significant impact in recent years, seeing millions of seniors fall victim to scams, frauds,...

6 Latest Legal Guidelines for Recruiting and Hiring Several new laws affecting recruitment and hiring practices have added even more complexity to an already challenging task. Rules regarding compensation transparency and restrictions on background checks are creating even more legal...

Does Your Institution Earn Enough on Long-Term Deposits? Learn How to Keep Cost of Fund Betas Low. As interest rates have increased, you need to discover the new approaches financial institution executives use to keep Cost of Fund Betas low....

Shift Your Practices to a Risk-Based Approach: Discover How to Spot and Mitigate Risks. In May, the AICPA Auditing Standards Board approved new quality management standards. CPA firms will need to shift their audit and quality assurance practices from a...

Has Your Institution Hit the CRA Size Threshold? Discover How to Meet Asset-Based Requirements. New CRA asset-size thresholds were set this year. You need to know and apply the newest criteria to determine if your financial institution is considered a...

Learn How to Avoid SVB’s Fatal Risks. A Wall Street Journal article described the rapid demise of Silicon Valley Bank: “The bank was in sound financial condition on Wednesday…A day later, it was insolvent.” On March 10, the FDIC took...

Build a Better CRA Program: Discover New Resources and Best Practices. Now is the ideal time to update your institution’s CRA program. You must meet increasing regulatory scrutiny as the Biden administration strives to ensure banks and credit unions meet...

It’s Impossible to Advance Without Knowing Excel. Every Professional Must Master Spreadsheets. Make yourself have the leading edge when it comes to applying for new job positions or moving up the corporate ladder in today’s competitive job market. Excel is...

What Does ASC 842 Mean for Your Organization? Learn What It Means for Your Borrowers. Generally accepted accounting principles (GAAP) do not change often, but when they do, you need to understand how the changes affect your borrowers’ ability to...

Human resources expert John Rubino will outline scenarios to distribute merit increases to your employees. He will present a step-by-step methodology for creating a merit-based salary increase matrix from scratch. You will learn how to adapt this approach to your...

Discover the New CRA Requirements from May 5 Proposal: Learn How to Prepare Your Institution. On May 5, the regulators issued a joint proposal to update the Community Reinvestment Act (CRA) implementation rules. You likely have many questions about the...

IF – Two Letters That Will Save You Hours in Excel: Master Logical Functions Quickly With a fifth of workers planning to quit in 2022, everyone must quickly adapt to staffing shortages as the Great Resignation continues to plague most...

New FDCPA rules take effect November 30. Are you ready? The new FDCPA rules will take effect on November 30. Before this looming deadline, you need to understand the spirit and intent of the 1007 pages of rules to avoid...

Are You Ready to Write Your Call Report for Your Institution? Focus Now to Streamline the Process and Improve Accuracy. Regulators and other stakeholders rely on the quarterly Report of Condition and Income (call report) filed by your institution. With...

Master the Language of Financial Institution Management: Learn How to Identify and Maximize Strengths. Financial institution management relies heavily on a specialized language of acronyms and terminology. You must master the concepts and terms to drive your organization to success...

How Do You Let People Know About Your Ransomware Attack? Protect Your Institution’s Reputation During a Breach. Ransomware strikes organizations of all types daily. Recent attacks have paralyzed Colonial Pipeline, JBS Foods, and KIA Motors. Cyberattackers are actively looking for...

Avoid Ugly Clipart in Your Powerpoint® Presentations. Learn Where to Find Better Images. PowerPoint® presentations are often filled with ugly clipart or irrelevant images that detract from the message instead of furthering understanding. It is not difficult to include artwork...

Microsoft® Certified Trainer Melissa Esquibel will show you how to take advantage of simple shortcuts and advanced features to wrangle your documents. You will learn how to create high-quality, professional reports that support your message without losing your mind (or...

Learn What Black Employees at Your Organization Face and Need From You: Fight Racist Myths and Eliminate Unconscious Bias Managers often expect too little of Black employees. Supervisors fail to challenge, recognize, motivate, and support them, affording them less confidence...

Is Your Powerpoint® Design the Best It Can Be? Use Proven Techniques to Create More Compelling Slides. Presentation design has changed. Audiences no longer have the patience to sit through text-heavy slides filled with bullet points. You can apply modern...

A Good Powerpoint® is More Than Slapping Words on a Slide. Learn How to Be the Star of Your Powerpoint® Show. Presentation audiences expect to be dazzled. While the slides are necessary, they are only supporting players. You are the...

Are Third-Party Senders Complying With ACH Audit Requirements? Discover Your Obligations as an ODFI. You must ensure that your Third-Party Sender(s) (TPS) perform annual ACH audits. As an ODFI, you carry all the warranties, including your third-party senders' compliance with...

Master the Top 11 Financial Ratios Used in Banking: Comprehend Bank and Credit Union Financial Statements. Financial statements of banks and credit unions look different than those of other organizations. You need to understand the structure of the numbers and...