| Available Webinars/Audio Conferences |
Independent Contractor Or Employee - New Rules
Dates through 8/20/2025
During this program, you will learn how to properly use and pay independent contractors - and assist in avoiding costly worker-classification audits. |
#MeToo For HR
Topics range from the scope of behaviors that cause discomfort in the workplace, to why victims don’t report harassment, to the role of leadership in creating a culture of inclusion. |
#MeToo For HR
Topics range from the scope of behaviors that cause discomfort in the workplace, to why victims don’t report harassment, to the role of leadership in creating a culture of inclusion. |
18-Hour SAFE Core Mortgage Loan Originator With 2-Hour California DBO SAFE State Law And SAFE MLO Test Prep
This package combines our 20-hour SAFE pre-licensing course with our proven test prep program that includes multiple practice tests to help ensure you pass your exam on the first try. |
20 Hour SAFE Comprehensive Mortgage Loan Originator, 1-Hour CT SAFE State Law, And SAFE MLO Test Prep
This package combines our 20-hour SAFE pre-licensing course with the one-hour Connecticut course and our proven test prep program that includes multiple practice tests to help ensure you pass your exam on the first try. |
20-Hour National Mortgage Pre-Licensing Webinar, Plus CompuCram Exam Prep
This package combines our 20-hour SAFE pre-licensing course with our proven test prep program that includes multiple practice tests to help ensure you pass your SAFE licensing exam on the first try. |
20-Hour SAFE National Mortgage Pre-Licensing Course - Webinar
Dates through 12/29/2025
This course meets the federal mortgage training requirements of the SAFE Mortgage Licensing Act. |
2023 IRS Forms W2 And W3 – Recent Changes, Which Payments Go In What Boxes, Deadlines, Do’s And Don’ts For Employers, And Much More.
The IRS requires employers to report wage and salary information for employees on Form W-2. Your W-2 also reports the amount of federal, state and other taxes withheld from your paycheck. As an employee, the information on your W-2 is extremely important when preparing your tax return. Sounds simple, doesn’t it? |
2023 IRS Forms W2 And W3 – Recent Changes, Which Payments Go In What Boxes, Deadlines, Do’s And Don’ts For Employers, And Much More.
The IRS requires employers to report wage and salary information for employees on Form W-2. Your W-2 also reports the amount of federal, state and other taxes withheld from your paycheck. As an employee, the information on your W-2 is extremely important when preparing your tax return. Sounds simple, doesn’t it? |
2023 IRS Forms W2 And W3 – Recent Changes, Which Payments Go In What Boxes, Deadlines, Do’s And Don’ts For Employers, And Much More.
The IRS requires employers to report wage and salary information for employees on Form W-2. Your W-2 also reports the amount of federal, state and other taxes withheld from your paycheck. As an employee, the information on your W-2 is extremely important when preparing your tax return. Sounds simple, doesn’t it? |
8 Keys To Teller Excellence
The goal of every financial institution is to develop tellers who acquire the necessary skills to proficiently deal with customers, utilize loss prevention techniques, and put a harmonious touch into every transaction. Whether the teller is new or a veteran, there is an opportunity during this webinar to learn tips and techniques that will make them more efficient, confident, and prepared to tackle their daily responsibilities. |
ACA Reporting Requirements: New Rules, New Responsibilities For 2022 Filing
Get answers to all of your ACA questions and worries from payroll expert and attorney Alice Gilman, editor of Payroll Legal Alert. |
ACH Exceptions: What Are They and How Do You Handle Them?
There is an exception to many rules, including ACH. |
ACH Origination - Knowledge Manages Risk
Join us and learn how to decipher the SEC Codes, how the products work and what your warranties are. |
ACH Rules Update
The ACH Rules continue to evolve. In this webinar, you'll get expert insights into what's changed and what changes are coming so you can help your financial institution remain compliant. |
ADA Compliance In Action: Handling Difficult Accommodation Issues With Confidence
In this must-attend audio conference we will ensure you are current on the law - and help you manage and the evaluate the employee accommodation requests, as well as how to "push back" on requests that are unreasonable. |
ADA Compliance In Job Descriptions: What HR Needs To Know
In this informative audio conference we will provide you with a very practical, step-by-step approach to creating effective job descriptions. |
Advanced Commercial Loan Documentation
Everything a commercial loan officer should know about the core commercial loan documentation package. |
Advanced Tax Return Analysis For The Banker
This webinar will provide the banker with several advanced tax return concepts and related analyses to help them more effectively work with their business customers. |
Annual BSA Training For The Frontline
New BSA rules on Customer Due Diligence make it the most important annual training in many years on BSA. Educate your frontline on new beneficial ownership rules. |
aPHR Certification Prep Class
Our instructor-led certification prep course is designed to prepare you to earn your aPHR certification credential. |
aPHR Certification Prep Class
Our instructor-led certification prep course is designed to prepare you to earn your aPHR certification credential. |
| Arizona 20-Hour 12 Day Package And Compucram Exam Prep |
Audit Report Writing
You will leave this webinar with excellent resources that you can continually turn to during intense, complex audit engagements. |
Background Checks And Safe Hiring: Trends, Legal Developments, And Best Practices
By attending this training session, you and/or your team will learn legally compliant best practices a firm can utilize to avoid a bad hire yet keep itself productive and out of court. |
Bank Accounting: Consolidations And Statement of Cash Flows
This webinar is designed for bankers seeking to gain an understanding of consolidation accounting and the preparation of a statement of cash flows. |
Bank Call Report Preparation For Beginners – 5 Part Series
Designed for bankers new to call report preparation or those that are looking for a refresher on reporting requirements. |
Basic Real Estate Loan Documentation
Receive an overview of real estate loan documentation requirements, regulatory compliance issues, loan administration issues and best practices. |
Basics Of 1099 Reporting: IRS Form 1099, 1099-NEC, And Form 1099-MISC
Gain a better understanding of Form 1099 reporting, 1099-NEC and 1099-MISC, common errors, best practices, and responding to IRS penalties. |
Best-Ever Compliance Checklists For Commercial Loans
This colorful checklist, patterned after the popular Best-Ever Consumer Checklists, will guide bankers through those traps and ensure compliance. |
Best-Ever Compliance Checklists For Consumer Loans
These colorful and easy-to-use checklists are designed to chronologically lead lenders and processors through the various lending compliance requirements. |
BSA/AML & OFAC Compliance - 3 Part Series
This is a timely topic, as we are now seeing the full implementation of the Beneficial Owner Information (BOI) rules, including the Treasury Department’s new registry, access to that registry, and impending rules on how to incorporate these requirements into banks’ Customer Due Diligence (CDD) programs. |
BSA: CIP And CDD
This program will look line-by-line at the regulation and point out avenues of change to explore in 2022. |
Call Report - Loan Coding And Risk Weighting Loans
Regulations governing how loans are coded on Schedule RC-C dictate their reporting across all loan schedules within the Call Report. In this webinar, learn to report the four risk-based capital categories of loans on Schedule RC-C accurately to provide greater visibility in your institution’s portfolio and overall health for more informed decision-making. |
Call Report Preparation - 2 Day Live Streaming
This training will cover general preparation instructions, background on regulatory matters that impact the Call Report, changes in reporting status, regulatory rules, and general information about reporting requirements under U.S. GAAP.
A discussion of regulatory changes impacting the current Call Report will be covered in detail. As new regulatory matters arise, they will be added to the agenda in order to provide participants with the most current training applicable. |
Call Reports: RC-C Loan Coding and Related RC-R Reporting
The rules for coding loans reported on Schedule RC-C dictate how loans are to be reported on all loan schedules in the Call Report, including the income statement, charge-offs and recoveries, averages, past due loans and non-accrual loans. |
Changing The Perception Of The HR Department
In this informative audio conference, you’ll learn the root causes that contribute to HR’s poor reputation, how to improve it, and steps you need to take to improve Ops "HR-IQ". |
Coaching For Conflict Management: How HR & Managers Can Empower Employees To Navigate Small Conflicts Effectively
This audio training session will address steps HR can take to help employees learn how to – and get in the habit of – managing small conflicts on their own, while also still keeping the door to your office wide open for larger issues that do require HR involvement. |
Coaching Tellers to Excellence
This program will help you see how you can put coaching techniques into your leadership skills and get positive and meaningful results. |
Coaching-Focused Communication Skills For Leaders
Get practical, concrete strategies you can apply to developing an appropriate coach-employee relationship with those you are tasked with leading. |
Commercial & Business Lending Basics For Support Personnel
This webinar is designed to take the "mystery" out of the commercial lending process and the confusing terminology often used by lenders. |
Commercial And Industrial (C&I) Lending In Today's Competitive Market
This webinar will begin with a brief overview of Commercial and Industrial (C&I) loan products including working capital lines of credit, ABL facilities, and equipment financing (loans/leases) and their typical structure. |
Commercial Construction Lending
Receive an overview of the key steps involved in effectively administering commercial construction loans. |
Common Mistakes To Avoid With Your Payroll Policies And Procedures
Every payroll professional knows that they must ensure that all employees are paid accurately, that contracts and wage and hour laws are adhered to, and that each paycheck is taxed properly. |
Conducting An Internal Audit - An Ounce Of Prevention
This webinar will provide a roadmap to efficiently conduct payroll tax internal audits. |
Conflict Management Tips That Work: Key Strategies And Skills
Attend this session and get practical strategies and tips you can immediately apply to improve your ability to manage conflict effectively. |
Conflict Resolution – How To Deal With Difficult People
This audio conference will teach you and your managers how to have difficult, even uncomfortable, conversations with employees.
It teaches you and your managers how to identify the root of the problem employee's behavior and decide what to do to correct it. |
Coping Tools For Managing Multiple Priorities And Projects
Learn how to handle the situations that cause the most frustration in today's norm of a short-staffed, overworked, multiple-priorities workplace! |
CRE Appraisals: Regulations And The Review Process
This session will cover the key issues from the December 2010 Interagency Appraisal and Evaluation Guidelines, the October 2018 Frequently Asked Questions on the Appraisal Regulations, and the Interagency Appraisal and Evaluation Guidelines. You will get tips for integrating them into your existing policies, and ideas for meeting new/recent requirements for screening appraisals for USPAP compliance. |
CRE Lending: Cash Flow Analysis & Cap Rates
This program covers the key variables and concepts for determining CRE cash flow and transaction-level stress-testing. |
CRE Lending: Property Types, Lease Structures And Other Non-Financial Risks
As banks continue to deal directly with CRE loans as a major portion of their loan portfolios, plus indirectly through income-producing or rental real estate holdings that affect customers, it is important to “get beyond the numbers” and assess the qualitative or non-financial factors that influence CRE performance over time. |
Credit Analysis Basics
Attend this proactive webinar and learn how banks make lending decisions based on the 5 C’s of credit- capacity, capital, collateral, conditions, and character! |
Current Issues in TIN Validation and B Notices
This live audio conference will assist you in reviewing your process around gathering TINs from your vendors and to make sure you are aware of the rules of withholding when you don't have correct documentation. At the end of the session, you will understand how to deal with B Notices when they are received and ways you can mitigate your exposure to penalties. |
Cybersecurity And How To Keep The Payroll Processing Going During An Outage
This training session gives you the tools to develop a solid disaster recovery plan. By attending this training session, you will learn best practices and tips, such as where to begin and how to keep the plan up to date. |
Dealing With Appraisals: Regulations And Requirements
Learn in-depth details of the appraisal and valuation process, from both the lender and appraiser side of the game. |
Dealing with Subpoenas, Summonses, Garnishments, Tax Levies, Etc.
This webinar will provide attendees with the best practices and red flags for dealing with the various legal documents served upon financial institutions. |
| District of Columbia 20-Hour 12-Day Package And Compucram Exam Prep |
E-Sign For Lending - Challenges & Solutions
What steps must be followed to be in compliance with E-Sign? What steps should be taken to verify the customer’s identity in view of an increased risk of identity theft? |
Electronic Cigarettes And “No Hire Smoker” Policies
The FDA has recently announced that it will be issuing new regulations on electronic cigarettes. |
Employee Handbooks: 2024 Update On Policy And Procedures
This audio conference reviews current employee handbook policies and discusses how organizations can reduce the gap between policy issuance and effective implementation. |
Employee Travel Pay And Expense Reimbursement Processing
Reimbursements of employee business expenses made under accountable plans can be excluded from an employee's gross income; do you know the fundamentals of how an accountable plan works? Do you provide a per diem to your employees and are you aware of the accounting issues associated with the use of per diems? Are your employees given an advance prior to traveling? |
Escrows
In this webinar, we’ll discuss the mechanics of establishing and maintaining escrow accounts, as well as in what situations escrows must be maintained. |
Fair Lending
Fair Lending is one of those compliance topics that continues to be on examiners “hot” list. Illegal discrimination, whether intentional or not, is a big deal so we don’t anticipate any relaxation in this area any time soon. |
Fair Lending Essentials
Fair lending is always in the regulatory spotlight. We continue to see violations and enforcement actions across the country. This seminar provides a thorough review of the basic tenets of Fair Lending and a review of recent cases and regulatory actions. |
Flood Insurance: Compliance Issues And Enforcement Topics, Including New Q&As
A deep examination of the Flood Insurance regulations and new Interagency Questions and Answers. Focus on problematic issues and questions with recommendations for compliant programs. |
Form 940 And Federal-State Unemployment Overview
This training session reviews the necessary updates to IRS Form 940, and how payroll professionals are affected. |
Fringe Benefits - Tips For Valuation And taxation
Dates through 9/4/2025
This audio conference will help you to determine if your fringe benefits are currently being offered to employees correctly. That is, to ensure that they are compliant with federal and state payroll tax regulations that may assist you in avoiding a costly audit in the future. |
Fringe Benefits – How To Keep A Happy Workforce While Not Incurring Unnecessary Payroll And Income Tax Expense
Dates through 9/10/2025
Being both knowledgeable and choosy about which benefits you provide will go a long way in keeping workers motivated without breaking either your company’s or the workers’ budgets |
Garnishments Of Federal Benefit Payments: What A Banker Needs To Know
Participants will learn about the federal requirements and best practices used in processing garnishments on accounts containing federal benefit payments., as well as the areas where violations occur. |
Garnishments, Child Support Orders, And Other Levies
Dates through 7/24/2025
This training session gives you tools to better understand the responsibilities that a company has regarding garnishments, Child Support orders, and levies under state and federal guidelines such as Consumer Credit Protection Act, IRS levy requirements, and state-specific levy and garnishment withholding requirements. |
Georgia 20-Hour 14-Day Package + CompuCram Exam Prep
This package combines our 20-hour SAFE pre-licensing course with our proven test prep program that includes multiple practice tests to help ensure you pass your exam on the first try. Because this is an On-Demand course, you can take it from anywhere where you have an Internet connection. |
Georgia 20-Hour 14-Day Package + CompuCram Exam Prep
This package combines our 20-hour SAFE pre-licensing course with our proven test prep program that includes multiple practice tests to help ensure you pass your exam on the first try. Because this is an On-Demand course, you can take it from anywhere where you have an Internet connection. |
Handling Complex Payroll Payments: Deceased Employees, More...
This audio conference will give you the tools to handle difficult situations when employees are deceased – all while protecting your company at the same time. |
High Impact Excel: Dashboard Edition
The flow of information crossing your desk, as well as your clients, accelerates seemingly daily. One way to stem the tide is by way of Excel-based dashboards, which can aggregate content from numerous sources into a compact resource that allows users to assimilate mass amounts of information at once, but also quickly drill down into the details when needed. |
How HR Can Effectively Partner With Difficult Managers
There are many factors that contribute to why managers don't "get it", and in this training session we'll discuss some of the root causes, as well as ways to proactively address the issue. |
How to Avoid Safe Deposit Litigations
Regardless of the size of your safe deposit operation, this presentation provides a realistic and well-organized method of reviewing your procedures before a lawsuit occurs. |
How To Conduct Employee Relations Investigations
Dates through 7/15/2025
Most HR professionals have never had formal training in how to conduct investigations; yet, when the time comes to handle an employee issue…who do they call?? HR. Act now to learn the basics of how to gather a statement of complaint, identify witnesses, gather evidence, and conduct witness interviews that get to the truth. |
How To Do A Payroll Audit - Former Auditor's Expert Advice
Dates through 7/9/2025
Learn how to audit your payroll department to not only catch potential mistakes – however inadvertent – but also save your organization some fines or penalties. |
How To Document Employee Performance Issues: From Hire To Retire
Attend this training session to learn the best practices for documentation to help you more effectively manage employee performance and minimize legal risks. |
How To Handle Background Checks That Come Back With Arrests Or Convictions
Dates through 7/15/2025
This audio conference focuses on some of the most-common background check challenges many hiring managers face. |
How To Have A Smooth Running Payroll Department
This training session gives you the tools to be able to better review specific processes and see how new innovations can improve your payroll process. |
How To Identify And Eliminate Workers' Comp Misrepresentation
Dates through 9/9/2025
Sometimes the tell-tale signs of a fraudulent claim are apparent right away; other times they don't develop until the claim is already in progress, but either way, you need to know what to do to protect your organization. |
How To Identify And Investigate FMLA Abuse
Dates through 7/29/2025
This course will teach you strategies for identifying and handling potential FMLA abuse, how to effectively document FMLA to confront abusers, and how effective steps in how to manage FMLA abuse investigations. |
How To Keep HR From Being The Employee Complaint Department
Dates through 7/22/2025
In this informative audio conference, learn how to spot the “Bermuda Triangle”, how to avoid getting lost in it, and how to establish boundaries in HR to stop handling issues that HR doesn’t own. |
How To Manage Reasonable-And Unreasonable-ADA Accommodation Requests
Dates through 7/29/2025
This must-attend training session will help to ensure you are current on the law, understand how to identify true, qualified disabilities, how to handle employee accommodation requests, and how to handle requests that are unreasonable and create an undue hardship on the employer. |
How To Minimize And Eliminate Payroll Penalties
Dates through 7/30/2025
In this audio conference, we will arm you with all you need to know in order to submit a penalty waiver request and hopefully enable you to receive the waiver. |
How To Pay In An Employee Market
How To Pay In An Employee Market |
How To Properly Complete The 941 Form
This webinar provides tips for you to better understand and complete the Form 941. |
How To Provide Effective Feedback
Attend this informative audio conference and learn the do’s and don’ts of providing effective corrective feedback. |
How To Successfully Hire, Manage, And Engage Your Remote Workforce
In this important audio conference, learn how to hire people who are self-starters, strong communicators and team-oriented. You will also learn how to quickly engage your employees beginning with the on-boarding process and maintain continuous communication through multiple channels. |
How To Write Clear, Concise, And Compliant Job Descriptions
While there is not specific law requiring employers to create job descriptions or even what they should contain, a well written job description helps employers and employees to understand how together, they can contribute to the organization’s success. |
HR Auditing - Important Issues For 2022
How effective is your organization's human resource management? This session discusses the development and use of HR Audits in answering these questions and addressing critical risk management and due diligence issues. |
HR for Beginners: Where Do I Start?
To help those either new to HR or working in HR with little training, we've developed this 90-minute training session where you can learn HR basics from an HR professional with nearly 25 years in leadership and HR management. |
HR High Achievers: 7 Must-Have Traits For Career Advancement
Dates through 7/22/2025
In this informative session, you will learn what it takes to work in management from an experienced HR leader with nearly 25 years of experience in successfully running departments and leading others. |
HR Investigations 101: The Basics For How To Conduct Workplace Investigations
The way to minimize risks, and the costs associated with mishandling an employee's allegations, is in having a basic understanding of what an investigation is - and how to conduct one - so register today! |
I-9 Processing - How To Stay Current And Compliant
This webinar reviews the changes to the I-9 in detail, and provides guidance on how employers can deal with the changes. |
Illinois Virtual Property & Casualty Insurance Pre-Licensing Exam Prep
Dates through 8/20/2025
Our "Illinois Virtual Property & Casualty Insurance Pre-Licensing Exam Prep" package is an engaging and interactive format with live instruction, videos, pdf files, and instruct |
Indiana-DFI 20-Hour 14-Day Package And Compucram Exam Prep
This package combines our 20-hour SAFE pre-licensing course with our proven test prep program that includes multiple practice tests to help ensure you pass your exam on the first try. |
Internal Controls Over Financial Reporting: The Basics For Getting Started
This webinar will discuss the requirements for a financial institution when management is required to assess the effectiveness of the bank’s system of internal controls over financial reporting. |
Introduction to Consumer Lending
Learn a “five-step” analysis plan that will clarify and “unify” this often confusing financial subject. |
IRA Annual Reporting Requirements To The IRS
This webinar will review the most common reporting mistakes made by financial institutions on both Traditional and Roth IRAs. |
IRA Audit and Compliance
If you do not want your financial institution writing checks to the IRS for filing errors, this webinar should be a true necessity! |
IRA Update - Annual Review For Banks
As many of you have experienced, IRAs have had many changes over the last 3 years - including the SECURE Act of 2020, the CARES Act of 2020, the Proposed Regulations released in February 2022, and the IRS Notice 2022-53 to put the Proposed Regulations 'on hold'. This is a must-attend webinar to grasp the latest rules and regulations regarding beneficiaries and the 2023 Cost of Living Adjustments. |
IRS Form 1099 Reporting Update
Don't expose yourself to compliance violations. Find out everything you need to know about Form 1099. |
IRS Form 1099, 1099-NEC, And Form 1099-MISC: Advanced Issues And Updates
IRS focus on Form 1099 compliance has intensified, enhance your processes and minimize penalty risks. |
IRS Form 1099-R Reporting Update
Gain a better understanding of how to accurately execute Form 1099-R and handle all of the situations that can arise. |
IRS Information Reporting: Rules And Forms
Learn about the many forms financial institutions must report, with an emphasis on when and exactly what to report. |
IRS Payroll Forms Update For 2025
This training session will cover the top ten mistakes of payroll professionals and how to fix them. Listen as the presenter discusses solutions to how your payroll department can be compliant with federal laws. |
IRS Rules For Inpat & Expat Payroll
Learn how to properly pay employees in foreign jurisdictions, how to run a shadow payroll in the United States, and how to work with a third party provider who may be performing the tax equalization for these workers. |
IRS taxation Rules For Highly Compensated Employees
This training session provides a detailed review of executive payments and/or deductions - plus the best methods to handle the taxation of such payments. |
Keeping Workers' Comp Injuries From Becoming Permanent Vacations
The statistics are astounding regarding the correlation between minimal lost work time vs. an employee's full return to work or even returning to work at all. |
Legal Essentials For Lenders
This program covers important legal issues and concepts which must be understood and consistently applied to avoid litigation and better serve customers. |
Legal Issues From Having A Mobile Workforce
The use of personal digital devices, cell phones, laptop computers, etc. has literally changed the entire scope of our work environment. Join us and learn how can you minimize the risks yet still take advantage of the use of these devices. |
Lending 101
In this unique webinar, we will provide an overview of federal compliance laws. This is a great training tool for newer lenders and processors, and the webinar will help even experienced bankers understand the source of the various requirements. |
Letters Of Credit
This webinar provides an essential understanding of letters of credit, including letter of credit terminology, structure, and function. Whether your bank issues letters of credit, accepts letters of credit or takes liens on letter of credit rights, this program is for you. |
Live Online Health Insurance Prelicensing Exam Prep
Dates through 8/26/2025
This live online course uses an engaging, interactive format with videos, pdf's, and instructor support - and covers all the topics needed to pass the state licensing exam. |
Live Online Life & Health Insurance Pre-Licensing Exam Prep
Dates through 8/25/2025
This course encompasses the fundamentals of the various types of life insurance products, health insurance offerings such as PPOs, HMOs and Major Medical, the various policy components such as riders, exclusions, amendments, and provisions, state-specific insurance regulations, and the ethics of selling insurance products to ensure that agents meet their clients' needs. |
Live Online Life Insurance Pre-Licensing Exam Prep
Dates through 8/25/2025
This live online course uses an engaging, interactive format with videos, pdf's, and instructor support - and covers all the topics needed to pass the state licensing exam. |
Live Online Property & Casualty Insurance Pre-Licensing Exam Prep
Dates through 8/27/2025
Our "Live Online Property & Casualty Insurance Pre-Licensing Exam Prep" package is an engaging and interactive format with live instruction, videos, pdf files, and instructor support that covers all the topics needed to pass the state licensing exam. |
Loan Participations: What You Should Know
Learn the basic requirements for successful loan participations or syndications. |
Loan Structure, Documentation, And Compliance Training: A Comprehensive Approach
Attend this proactive webinar and receive a thorough overview of commercial lending requirements from a “loan” structure, documentation, and compliance perspective. |
Low Voltage For Qualified Persons
This webinar will provide the basic building blocks you will need to develop & maintain your company’s electrical safety program. |
Managing Overlapping Leave Laws: What HR Needs To Know About ADA, FMLA & PWFA
Dates through 7/30/2025
To better understand your organization's compliance requirements with the overlap of the FMLA, ADA, And Pregnancy Discrimination Act, get tips for managing such requirements, and avoiding legal complications from irate employees, attend this training session |
Managing The Confusing Tangle Of The FMLA, ADA, And Pregnancy Discrimination Act
Better understand your organization's compliance requirements with the overlap of the FMLA, ADA, And Pregnancy Discrimination Act, get tips for managing such requirements, and avoiding legal complications from irate employees |
Maryland 21-Hour 12-Day Package And Compucram Exam Prep
This package combines our 20-hour SAFE pre-licensing course with our proven test prep program that includes multiple practice tests to help ensure you pass your exam on the first try. |
| Massachusetts 20-Hour 12-Day Package And Compucram Exam Prep |
Medical Marijuana In The Workplace: A Guide For HR
With the many new state laws being passed legalizing medical and recreational marijuana, HR Professionals can be overwhelmed when applying their drug-free workplace policies and employees who may fail a drug screen due to medical marijuana. |
| Mississippi 20-Hour 12-Day Package And Compucram Exam Prep |
Mortgage Origination Compliance - 2 Part Series
In this 2-part webinar, we'll discuss all the relevant requirements and considerations in the origination process. |
Multi-State Payroll Tax Compliance
Dates through 8/21/2025
Many states have become aggressive when enforcing their non-resident state income tax withholding rules, and state payroll tax auditors are now questioning whether or not you have workers "performing services" in their state. By attending this audio conference you will learn taxation and reporting requirements for all states where your organization has employees working - or in some cases - living. |
Nebraska 22-Hour 14-Day Package And Compucram Exam Prep
This package combines our 20-hour SAFE pre-licensing course with our proven test prep program that includes multiple practice tests to help ensure you pass your exam on the first try. |
Nevada 30-Hour 14-Day Package And Compucram Exam Prep
This package combines our 20-hour SAFE pre-licensing course with our proven test prep program that includes multiple practice tests to help ensure you pass your exam on the first try. |
New Form 1099 Reporting Requirements
You cannot afford to only grasp the basics...learn the ins and outs of 1099 filing requirements in this must-attend session. |
New Jersey 20-Hour Package - 12 Day Session + CompuCram Exam Prep
This package combines our 20-hour SAFE pre-licensing course with our proven test prep program that includes multiple practice tests to help ensure you pass your exam on the first try. |
New Year Requirements For Form W-4 And How To Properly Process
This training session covers the Form W-4 and Form W-2, and provides critical training to help you to stay on top of current rules and regulations regarding these forms. |
New York 20-Hour 12-Day Package And Compucram Exam Prep
This package combines our 20-hour SAFE pre-licensing course with our proven test prep program that includes multiple practice tests to help ensure you pass your exam on the first try. |
North Carolina 24-Hour 14-Day Package And Compucram Exam Prep
This package combines our 20-hour SAFE pre-licensing course with our proven test prep program that includes multiple practice tests to help ensure you pass your exam on the first try. |
Ohio 24-Hour 14-Day Package And Compucram Exam Prep
This package combines our 20-hour SAFE pre-licensing course with our proven test prep program that includes multiple practice tests to help ensure you pass your exam on the first try. |
Oklahoma 24-Hour 14-Day Package And Compucram Exam Prep
This package combines our 20-hour SAFE pre-licensing course with our proven test prep program that includes multiple practice tests to help ensure you pass your exam on the first try. |
Online Deposit Account Opening
How to comply with all the new account opening procedures using the online mechanism, and meet examiner expectations and scrutiny. |
Opening New Accounts: Documentation And Compliance - Fiduciary, Trust And Estate Accounts
This two-hour webinar will delve into the responsibilities of collecting appropriate documentation, providing ownership options, titling accounts correctly, and allowing proper access to Trust, Fiduciary and Minor accounts not only during lifetime but at the death of a signer as well. |
Opening New Accounts: Documentation And Compliance - Personal And POA Accounts
This two-hour webinar examines not only the documentation requirements on business entities available in most states but provides clarity on how to identify who has authority to open and transact on behalf of the entity. |
Oregon 20-Hour 12-Day Package And Compucram Exam Prep
This package combines our 20-hour SAFE pre-licensing course with our proven test prep program that includes multiple practice tests to help ensure you pass your exam on the first try. |
Pay Transparency And Pay Equity – How To Keep Your Employees, And The Law, Happy With Your Compensation
How to keep your employees, and the law, happy with your compensation. |
Payroll Calculations: Getting Gross To Net Correctly
This webinar educates and updates payroll professionals on the types of deductions that employers take from an employee’s paychecks. |
Payroll Deductions: Mandatory vs Voluntary
If you have an organization of any size, you need to understand more than just federal and state tax withholding. You need to know what else is mandated, and which deductions are voluntary. |
Payroll Forms Update
This webinar reviews and covers the changes to Forms 941, 940, and the W-2 for 2024. |
Payroll Paycards: How To Save Costs and Maintain Compliance
This audio conference covers the why's, how's, and legal issues regarding Paycards. For instance, the majority of state’s labor laws allow employers to offer direct deposit, but they don't allow employers to mandate that their workers participate in their direct deposit programs. |
Payroll Processing Of International Visas - And How To Stay Compliant With IRS Rules
Dates through 8/14/2025
Would you know what to do if your organization just hired a new associate with an H1B visa?
Don't put your company at risk; join us for this interactive program and make sure your payroll procedures are compliant! |
Payroll Reconciliation And Reporting
In this audio conference, you will learn payroll reconciliation and reporting tips that will help you - and the rest of your company - sleep better knowing both your workers and the government are happy with payroll. |
Payroll Records: What To Keep, What To Toss
Dates through 9/24/2025
This audio conference covers the rules for identifying, filing, retaining, protecting, and destroying your important payroll records. |
Payroll Requirements For Terminated Employees
Paying an ex-employee involves not just distributing the ex-employee's final paycheck, but knowing how to properly handle and tax any severance or other benefits due, then integrating these payments with compliance regulations under COBRA or the Stimulus Act. By attending, you also will learn how to handle more-advanced issues such as requirements for death payments, legal settlements, and stock options. |
Payroll Year End: Legislative & Tax Changes
This audio conference addresses the legislative changes to employment taxation for 2010 at both the federal and state level, the resources available to payroll professionals to insure that they are kept abreast of any changes to payroll taxation as they occur, as well as recent trends in state unemployment insurance, the solvency of the funds, and how FUTA will be affected in coming years.
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Payroll Year End: W-2 And Proper Year End Reconciliation
During this session we will discuss the year end process from start to finish. What reconciliations can you do prior to year end, what information should you start gathering, and what are the common items forgotten prior to W-2 issuance are a few of the items that will be addressed during this discussion. Best practices for a smooth year end process will be discussed and tools to assist will be covered. |
Pennsylvania 20-Hour 12-Day Package And Compucram Exam Prep
This package combines our 20-hour SAFE pre-licensing course with our proven test prep program that includes multiple practice tests to help ensure you pass your exam on the first try. |
PHR-SPHR Certification - Online Exam Prep Class
This fully online, instructor-led certification prep course is designed to prepare you to earn your PHR or SPHR certification credential. |
PHR-SPHR Certification Prep Class
This fully online, instructor-led certification prep course is designed to prepare you to earn your PHR or SPHR certification credential. |
Practical Tips That Strengthen Your Workers' Comp Program - And Your Bottom Line
If these or other workers' comp problems are testing your patience, you need some ways to strengthen your program and your profits! And this audio conference will help! |
Profiting From Government Guaranteed Loans
This training session provides tips on how government guaranteed loan programs have evolved to be easier and more efficient to access and manage; it also includes an overview into the SBA's 7(a), 504/CDC and Express Loan programs, as well as USDA's B&I program and Ex-Im Bank financing options. |
Reg E Compliance – Five Best Practices for Handling Disputes
We will review the steps required to handle disputes and inquiries and the time frames for resolving a claim for an unauthorized transaction. |
Reg E Error Resolution: Top Mistakes to Avoid
Increased debit card usage has led to increased exposure to unauthorized activity. In this session, we will address what actually constitutes an error under the Regulation, what you need to do to comply with investigation requirements, and how to avoid mistakes during the error resolution process. |
Regulation B - Small Business Loan Data Collection And Reporting Rules (Section 1071)
The proposed revisions to Regulation B represent one of the most significant new regulatory events in recent history. All financial institutions, except those that originate less than 25 “covered credit transactions” to “small businesses” in each of the two preceding calendar years, must implement a full compliance management system, including policies, procedures, training, and audit. |
Regulation CC - Check Holds
Key questions will be addressed in this informative and easy to follow program for the frontline. You'll need a copy of your hold form and Regulation CC disclosure for this program. |
Relieving Sales and Use Tax Determination Headaches
The purpose of this topic is to reveal the secrets to working in a multistate environment. You will learn the different types of taxing states which greatly reduces the complexity of a 50-state environment. |
Remote Banking: What Are The Compliance Requirements?
In this webinar, we’ll discuss these many requirements and provide you with a comprehensive grasp of the issues involved. |
Reporting Compensation: W-2s And 1099s
In this audio conference we will cover how the information gathered on the W-9 is reflected on the 1099 and how the information on the W-4 is reflected on the W-2. We will cover all the blocks on the 1099 and the W-2, and explain what is reported in those respective blocks. |
Reporting Loan Activities And Loan Schedules In The Call Report - 2-Part Series
This 2-part webinar is designed for Call Report preparers, reviewers or auditors that focus on the many loan related schedules included within the Call Report. |
Return-To-Work Strategies
Learn how to have an organized, simple, and documented assessment process to accommodate returning employees to work who have not fully recovered from occupational injuries. |
Review Of OSHA Hazardous Energy Control (LOTO) Standard
This will enable attendees to more intelligently review their company’s LOTO program and procedures thus protecting their employees and positioning their company to minimize the possibility of a itation for failure to comply with OSHA’s Hazardous nergy Control standard. |
Rhode Island 20-Hour 12-Day Package And Compucram Exam Prep
This package combines our 20-hour SAFE pre-licensing course with our proven test prep program that includes multiple practice tests to help ensure you pass your exam on the first try. |
Right of Setoff
The risks of using the "Right of Setoff" process incorrectly can be costly to your financial institution. Learn how to use this process correctly. |
Robbery Basics And Beyond
In this session, we will reveal the facts about robbery, discuss current trends, and provide step by step guidelines for effective prevention, safe response, and dealing with aftereffects. |
SAFE 20-Hour 14-Day Package + CompuCram Exam Prep
This package combines our 20-hour SAFE pre-licensing course with our proven test prep program that includes multiple practice tests to help ensure you pass your exam on the first try. Because this is an On-Demand course, you can take it from anywhere where you have an Internet connection.
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SAFE 20-Hour 14-Day Package With CompuCram Exam Prep
This package combines our 20-hour SAFE pre-licensing course with our proven test prep program that includes multiple practice tests to help ensure you pass your exam on the first try. Because this is an On-Demand course, you can take it from anywhere where you have an Internet connection. |
SAR Line-by-Line
During the webinar you will review line-by-line the text fields and requirements to complete the SAR. |
SARs And Cyber Crimes
During the webinar, you will review line-by-line the text fields and requirements to complete the SAR. There are fields for cybercrimes, notes to FinCEN and narrative instructions. |
Selling In A Rising Rate Environment
With fed rates rising and our continued challenging business environment, bankers need to be skilled at asking the right questions and uncovering potential issues and problems so that rate is not a surprise or a negotiating struggle. |
Serious Complaint Or Employee Drama?
Dates through 9/2/2025
In this informative audio conference, learn how to sift through all the employee drama to clearly identify legitimate employee relations' issues that need to be investigated - and which ones you should push back on or have your managers and supervisors handled themselves. |
SHRM Certification Prep Class
Our SHRM Exam Prep Class is designed to help prepare you to earn your SHRM-CP or SHRM-SCP certification. |
Sick Pay Laws - And How To Navigate The Complexity
Dates through 7/10/2025
This webinar will get you up to date on current and pending legislation regarding mandated sick pay requirements, as well as help you to better understand the tax withholding and reporting for third party sick pay requirements. |
South Carolina BFI 20-Hour 12-Day Package And Compucram Exam Prep
This package combines our 20-hour SAFE pre-licensing course with our proven test prep program that includes multiple practice tests to help ensure you pass your exam on the first try. |
Strategic Thinking For Talent Acquisition
This training session helps HR leaders develop and execute a talent acquisition strategy for attracting and retaining the best candidates. |
Successful Strategies For Running An 'HR Department Of One'
A one-person HR shop is all things to all employees and managers, so they need to know a lot about a lot and they also need to know when to stop and seek advice. This audio conference will assist the one person HR department in making a plan to prioritize the operational, compliance, and people needs of the business. |
Succession Planning: How To Identify And Develop High-Potential Employees
Even if you have high-potential, leadership-minded employees on your team, you'll only be in a position to deal with leadership gaps without skipping a beat if you have identified them and taken steps to ensure that they're ready to transition to leadership roles at the appropriate time. This audio conference will help you to identify the traits that indicate that whether leadership may or may not be the right choice for a particular individual. |
Tackle Excel Pivot Tables
In this training session, Excel expert David Ringstrom gets you up to speed fast, but also helps you avoid frustrating quirks and nuances of using Pivot Tables. By the end of this webcast you'll be able to transform data into a pivot table-ready format, and then instantly create reports by simply dragging and dropping fields with your mouse. |
Teller Compliance Issues
During this program we will cover many teller regulatory and compliance issues. We will look at your signature contract, state and federal rules regarding the handling of checks. |
Teller Training: Handling Checks And Deposits
Learn 10 Simple Rules to Handle Checks that can save you worry, litigation and money. |
Ten Surefire Strategies For Delivering Win-Win Performance Evaluations
If you are required to conduct a formal, annual evaluation, it may be time to sharpen your skills. You will walk away from this audio conference with 10 critical strategies for making evaluations a motivational tool. |
Texas 23-Hour 14-Day Package And Compucram Exam Prep
This package combines our 20-hour SAFE pre-licensing course with our proven test prep program that includes multiple practice tests to help ensure you pass your exam on the first try. |
The 941- Completing And Calculating FICA And FIT
Dates through 9/17/2025
The IRS Form 941 – simplicities, complexities, specialties and instructions for this quarterly form; as well as basics of the ERC. |
The Face Of Payroll Fraud - What Controls To Put In Place To Avoid It
Dates through 9/18/2025
This webinar provides the tools to reduce the chances of payroll fraud occurring at your organization, including legal rules, best practices, and tools for detecting and deferring payroll fraud. |
The I9 - Proper Completion And Verification For New Hires
The Form I-9 process, managed by the U.S. Citizenship and Immigration Services, will help you verify your employee's identity and employment authorization. |
The IRS Form 941 – Simplicities, Complexities, Specialties And Instructions For This Quarterly Form; As Well As Basics Of The ERC
Dates through 9/17/2025
The bigger the business you are, the more complex your compensation structure, and whether or not you use a third party, you should know about the details of this form |
The Magnetic Manager: Becoming The Best Boss You Can Be
Keep your great people on-board and happy by learning the secret of becoming a “magnetic manager.” This webinar is packed with practical, take-home information to immediately power-boost your management skills so you can become the boss no employee wants to leave. |
The New Form W-4 For 2020 - And How Federal Withholding Is Now Calculated
This training session will help the payroll professional to understand the changes to the form W-4 for 2020 – as well as how to calculate taxes in 2020 |
THE NEW I9– Mandated Requirements For Worker Verification And Authorization
The Form I-9 process, managed by the U.S. Citizenship and Immigration Services, will help you verify your employee's identity and employment authorization. |
THE NEW I9– Mandated Requirements For Worker Verification And Authorization
The Form I-9 process, managed by the U.S. Citizenship and Immigration Services, will help you verify your employee's identity and employment authorization. |
The Pregnant Workers Fairness Act: Accommodation Requirements And Strategies
Dates through 7/22/2025
This training session gives guidance for handling the new Pregnant Workers Fairness Act (PWFA) |
The Right Of Setoff: What Bankers Need To Know
The Right of Setoff is a complicated, but very effective, tool for collecting debts owed to a bank. Learn the best practices and dangers that can arise when using the power. |
The SAR and CTR: Line by Line
The two sections of this webinar provide a line-by-line look at the forms and your requirements to file. Time lines, identification, RSSDs, and exemptions will all be covered. |
The UCC For Lenders
This program is a comprehensive Uniform Commercial Code (UCC) secured lending program for persons new to banking and is also recommended as a refresher. |
Timekeeping And Taxation Of Travel Pay
This audio conference covers the IRS rules regarding what is considered travel versus commute and what is an allowable expense versus taxable wages. It will enable you to understand how and when to compensate an employee for travel time away from a work site. |
Tips For Tracking, Monitoring, And Managing Your Workers' Comp Claims
Join us for a 90-minute audio conference when our expert reviews successful strategies for tracking, monitoring, and managing your workers' comp claims at work. |
Treasury Management: A Powerful Tool To Increase Deposits And Fee Income
You will walk away from this course with a deeper knowledge of Treasury Management, learn to conduct risk assessments on new products, and learn strategies to increase core deposits. You’ll also bring ideas back to your institution on how to market Treasury Management products and services to your business account holders and ways your team can work better together knowing how critical each area is to the success of the implementation and sale of these products services. |
TRID A-Z
This webcast will take a look at the TRID from A-Z and take your TRID compliance to the next level. |
TRID for Beginners
Learn about the latest "TRID" Loan Estimate and Closing Disclosure compliance hot spots. |
Unclaimed Paycheck And Property Challenges
Amazingly, departing employees don't always collect all wages owed to them. Unfortunately, as a payroll professional, that becomes your problem — especially since fewer than 1 in 5 businesses comply with laws for reporting and submitting unclaimed payroll check and other property. |
Understanding IRS Form 1099-NEC And Form 1099-MISC And Best Practices
Ensure you are prepared for the big changes the IRS is making to Form 1099 reporting requirements. |
Understanding The Basics Of Cryptocurrency And Digital Assets
This session is designed to introduce you to the virtual currency world which can then be utilized to enhance the financial institution’s role in understanding, training, and monitoring for suspicious activity related to virtual assets. |
Underwriting Franchise Business Loans
This training program discusses the key elements that should be considered when underwriting loans to franchise businesses to ensure inherent risks are recognized and that profitable results will follow. |
Utilizing Ratio Analysis To Determine Financial Strength
Learn the five vital signs of any organization and the ratios required to identify them. |
| Volker's Template |
W-9 Deposit Account Set Up and Interest Reporting
We will look at the name control match process, the IRS CP2100 process, how your institution may begin back up withholding, and many other issues. Learn how to get the forms right at new accounts so the IRS reporting is correct and in compliance. |
Washington 22-Hour 14-Day Package And Compucram Exam Prep
This package combines our 20-hour SAFE pre-licensing course with our proven test prep program that includes multiple practice tests to help ensure you pass your exam on the first try. |
West Virginia 24-Hour 14-Day Package And Compucram Exam Prep
This package combines our 20-hour SAFE pre-licensing course with our proven test prep program that includes multiple practice tests to help ensure you pass your exam on the first try. |
What to Do When a Customer Dies
This webinar focuses on the deposit and loan issues that arise when a customer dies. |
Workers' Comp 101: The Whats, Whens, And Whys
This 90 minute training session will provide you and/or your team with a better understanding of how workers’ comp works, plus how you can directly impact claim outcomes and costs. |
Writing Effective SAR Narratives
This session will explain what information should be included in the narrative, the level of information needed and how the information should be presented. We'll also discuss some tips from law enforcement officials to help craft narratives that provide the most effective snapshots of the activity and transactions being reported. |
Writing Teller Training and Procedures
Join us for an overview on writing teller training and procedures. They go hand in hand with success at the frontline. |
Xactimate Software Training - Live Online
Dates through 8/5/2025
AdjusterPro is pleased to bring Xactimate® Training that combines the ease and affordability of online training with the real-time, hands-on experience of having a live instructor. |
You’ve Been Served: Best Practices In Processing Subpoenas, Garnishments And IRS Tax Levies
This webinar will provide attendees with the best practices and red flags for dealing with the various legal documents served upon financial institutions. |
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