Products
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Powers of Attorney, Authorized Signers and SDB Deputies: What They Can and Can't Do (2022-04-05)
CourseAuthorizing another individual to access their account is a necessary and convenient thing for many of our accountholders. The benefits to your accountholders of adding a power of attorney, authorized signer or deputy to accounts. W202210230A
$295
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Better Business Writing - How to Write Right (2022-04-12)
CourseBusiness writing is best when it is spare and clear, precise and concise. This business webinar is designed to give practical and useful advice on how to tighten up language and organize the content into a logical, convincing read. W202210150A
$295
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Dormant Accounts and the Escheatment Process: Best Practices for Overcoming Challenges (2022-04-11)
CourseIn this informative compliance webinar, we will provide best practices for managing your unclaimed funds compliance program, including tips for dormant account due diligence. W202209380A
$295
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Basic Personal and Business Tax Return Analysis (2022-03-29)
CourseBank personnel are required to obtain and interpret tax returns for both commercial and consumer lending purposes. Part 1 of this loan webinar is on personal tax return analysis while the 2nd part will focus on analyzing business returns. W202210380A
$295
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Evolution of the Authorization and NACHA's "Meaningful Modernization" Changes (2022-03-24)
CourseThis presentation will provide a deep dive of Nacha’s “Meaningful Modernization” rule amendments, implemented in September 17, 2021, that addresses the new concepts of Standing and Oral authorizations and Subsequent Entries. W202209990A
$295
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Estimating Seasonal Borrowing Needs and Ability to Repay (2022-04-05)
CourseBankers must have the tools to determine whether a borrower can repay its short-term borrowings based on the financial information available. Learn how to use a borrower’s historic financials to project financial statements and cash flow. W202210180A
$295