CFTEA

Webinars

Webinars

CFTEA (Center for Financial Training and Education Alliance) offers webinars through Total Training Solutions in order to provide you with an amazing variety of training programs for financial institutions of all sizes in the areas of compliance, IRAs, teller skills, credit analysis, security and operations.

Webinars are cost-effective and convenient!  Webinars are fast-paced and interactive.  Participants can ask questions, participate in live surveys and see the slides as the seminar leader presents the material.

Can’t attend at the scheduled time? Purchase the program for future use.
You will receive a digital download, written handouts and a website address.


WEBINAR TOPICS ARE UPDATED OFTEN!! CHECK BACK REGULARLY!


Tuition rates for Regular Two-Hour Webinars provided through Total Training Solutions:

 

Live plus five (days) $265
– Attend the live event and receive five business days of unlimited access to the OnDemand Playback and links to presenter materials and supplementary handouts.

OnDemand Recording Only – $295
– Receive unlimited access to the OnDemand Playback for 6 months and links to presenter materials and supplementary handouts. This option does not include live session attendance.

CD-ROM – $345
– Receive the webinar recording on a CD-ROM 7-10 business days after the Live event or your registration date (whichever is the latter). Receive unlimited access to the OnDemand Playback for 6 months and links to presenter materials and supplementary handouts. This option does not include live session attendance.

Live Plus Six (months) – $365
– Attend the live event and receive six months of unlimited access to the OnDemand Playback and links to presenter materials and supplementary handouts.

Premier Package – $395
– Includes all three base options. Live attendance, OnDemand Playback for six months, and the CD-ROM.

Additional Locations – $75 ($50 for one-hour webinars)

Unable to locate a webinar or looking to enroll?  Due to the rapidly changing availability of webinars, please contact the CFTEA office at 888-366-3242 for details on available recorded webinars and enrolling.

September 2019

September 10, 2019 10:00 AM 2 Right of Setoff Terri Thomas Risk Management/Legal
September 10, 2019 1:30 PM 2 Feedback and Coaching Phil Vassallo Management/Employee Development
September 11, 2019 10:00 AM 2 Fair Lending Carl Pry Lending
September 11, 2019 1:30 PM 2 Reg E Five Best Practices Susan Costonis Lending
September 12, 2019 1:30 PM 2 Alert! OFAC Changes Deborah Crawford Deposit Accounts
September 12, 2019 10:00 AM 2 Check Fraud Terri Thomas Risk Management/Legal
September 13, 2019 10:00 AM 2 Loan Participations for Community Banks Robin Russell Lending
September 16, 2019 1:30 PM 2 Understanding Real Estate Loan Documentation Robin Russell Lending
September 17, 2019 10:00 AM 2 Advanced Financial Statement Analysis David Osburn Lending
September 17, 2019 1:30 PM 2 Best-Ever Compliance Checklists for Commercial Loans Anne Lolley Lending
September 18, 2019 10:00 AM 2 Thirty (30) Steps to Audit Your Safe Deposit Area David McGuinn Safe Deposit
September 18, 2019 1:30 PM 2 Digital Forensics & Incident Response Buzz Hillestad Risk Management/Legal
September 19, 2019 1:30 PM 2 Employment Records and How to Keep Them Bob Gregg Human Resources
September 19, 2019 1:30 PM 2 W9, W8BEN, W8BENE Forms and Info Deborah Crawford Deposit Accounts
September 20, 2019 10:00 AM 2 Call Report for Banks – Recent Changes, Highlights, and Pitfalls Ann Thomas Reporting
September 23, 2019 1:30 PM 2 Legal Essentials for Lenders Robin Russell Lending
September 24, 2019 10:00 AM 2 Quarterly Compliance: Fall Carl Pry Compliance
September 24, 2019 1:30 PM 2 Lending to Churches and Other Religious Institutions Jeffery Johnson Lending
September 25, 2019 10:00 AM 1.5 What Banks are Doing to Streamline Small Business Lending Crowe Lending
September 25, 2019 1:30 PM 2 IRAs: Rollovers vs. Transfers Patrice Konarik IRAs
September 25, 2019 1:30 PM 2 TRID: All About Construction Loans Jerod Moyer TRID
September 26, 2019 1:30 PM 2 Vital Checks and Deposit Issues Deborah Crawford Deposit Accounts
September 26, 2019 10:00 AM 2 Using Business Tax Returns to Analyze Lending Requests Vin Dicara Lending
September 27, 2019 10:00 AM 2 Call Reports: RC-C Loan Coding and Related RC-R Reporting Ann Thomas Reporting
September 30, 2019 1:30 PM 2 FFIEC Guidance on Employee’s Use of Social Media Susan Orr Risk Management/Legal

October 2019

October 1, 2019 10:00 AM 2 IRAs: Distributions and Beneficiaries Patrice Konarik IRAs
October 1, 2019 1:30 PM 2 Communicating with Executives Phil Vassallo Management/Employee Development
October 2, 2019 10:00 AM 2 Excel: Filtering and Slicing Data David Ringstrom Computer Skills
October 2, 2019 1:30 PM 2 Virtual Currency Deborah Crawford Deposit Accounts
October 3, 2019 10:00 AM 2 Janice Branch TBD Janice Branch Management/Employee Development
October 3, 2019 1:30 PM 2 20 Tasks of the New Account Interview Deborah Crawford Deposit Accounts
October 4, 2019 10:00 AM 2 Training Metrics for Leadership Shivali Jaggi/SCG Consulting Management/Employee Development
October 7, 2019 1:30 PM 2 Loan Documentation for Ag Lenders Robin Russell Lending
October 8, 2019 10:00 AM 2 FFIEC Cyber Compliance Review Chad Knutson Risk Management/Legal
October 8, 2019 1:30 PM 2 Violence in Your Workplace Carol Dodgen Risk Management/Legal
October 9, 2019 10:00 AM 2 Right of Rescission – Review & Update Jack Holzknecht Lending
October 10, 2019 10:00 AM 1.5 Rules of the Road at the Teller Window Honey Shelton Management/Employee Development
October 10, 2019 1:30 PM 2 Understanding Regulation CC and the New Amendments Deborah Crawford Lending
October 11, 2019 10:00 AM 2 Leadership Readiness Training Shivali Jaggi/SCG Consulting Management/Employee Development
October 15, 2019 10:00 AM 2 Opening Business Accounts Suzie Jones Lending
October 15, 2019 1:30 PM 1.5 What Banks are Doing to Streamline Operations Crowe Executive/Director
October 16, 2019 10:00 AM 2 Mortgage Servicing Compliance Carl Pry Compliance
October 17, 2019 10:00 AM 2 Loan Underwriting Mistakes Linda Larger Lending
October 17, 2019 1:30 PM 2 Annual BSA Training for the Frontline Deborah Crawford Deposit Accounts
October 18, 2019 10:00 AM 2 Excel Explained: Utilizing Dashboards David Ringstrom Computer Skills
October 21, 2019 1:30 PM 2 Credit Analysis Basics David Osburn Lending
October 22, 2019 10:00 AM 2 E-Sign for Lending Susan Costonis Lending
October 23, 2019 10:00 AM 2 BSA/AML & OFAC Compliance – Part I Carl Pry BSA
October 23, 2019 1:30 PM 1.5 “Survival Strategies for the New Trainer Honey Shelton Management/Employee Development
October 24, 2019 10:00 AM 2 Denials David Dickinson Lending
October 24, 2019 1:30 PM 2 Basic Bankruptcy for Bankers Robin Russell Lending
October 25, 2019 10:00 AM 2 Janice Branch TBD Janice Branch Management/Employee Development
October 28, 2019 1:30 PM 2 Commercial & Business Lending Basics for Support Personnel Richard Hamm Lending
October 29, 2019 10:00 AM 2 Poor Box Drilling Creates Lawsuits David McGuinn Safe Deposit
October 29, 2019 1:30 PM 2 Nonresident Aliens Deborah Crawford Deposit Accounts
October 30, 2019 10:00 AM 2 10 Check Legal Issues to Save You Thousands Deborah Crawford Deposit Accounts
October 31, 2019 10:00 AM 2 IRAs: Auditing and Compliance Patrice Konarik IRAs
October 31, 2019 1:30 PM 1.5 Loan Structuring Basics Tom Carlin Lending

 

November 2019

November 1, 2019 10:00 AM 2 Performance Appraisals that Work Phil Vassallo Management/Employee Development
November 4, 2019 1:30 PM 2 Top 10 FCRA (Fair Credit Reporting Act) Issues Susan Costonis Lending
November 5, 2019 10:00 AM 2 Intro to Consumer Lending David Osburn Lending
November 5, 2019 1:30 PM 1.5 Mortgage Lending Hot Topics Michael Christians Lending
November 6, 2019 1:30 PM 2 Lending 101 Anne Lolley Lending
November 6, 2019 10:00 AM 2 Patch your People Jeff Dice Risk Management/Legal
November 7, 2019 10:00 AM 2 Officer Calling Jeffery Johnson Lending
November 7, 2019 1:30 PM 2 Treasury Management: A Powerful Tool to Increase Deposits and Fee Income Marci Malzahn Executive/Director
November 8, 2019 10:00 AM 2 Nailing Your Job of Head Teller Janice Branch Management/Employee Development
November 12, 2019 10:00 AM 2 Annual Compliance Training for Commercial Lenders Susan Costonis Lending
November 12, 2019 1:30 PM 1.5 What Banks are Doing to Streamline Accounting and Finance Crowe Reporting
November 13, 2019 1:30 PM 2 CRE Lending: Cash Flow Analysis & Cap Rates Richard Hamm Lending
November 13, 2019 10:00 AM 1 For Bank Managers: 5 Keys to Coaching Alex Cole Management/Employee Development
November 14, 2019 10:00 AM 1.5 Lending to Active Duty Servicemembers Michael Christians Lending
November 14, 2019 1:30 PM 2 20 Legal Account Ownerships Deborah Crawford Deposit Accounts
November 15, 2019 10:00 AM 2 BSA/AML & OFAC Compliance – Part II Carl Pry BSA
November 18, 2019 1:30 PM 2 A Lender’s Guide to Understanding and Assessing Commercial Real Estate Loan Leases Robin Russell Lending
November 19, 2019 1:30 PM 2 Marijuana Deborah Crawford Deposit Accounts
November 19, 2019 10:00 AM 2 Powers of Attorney Terri Thomas Risk Management/Legal
November 20, 2019 10:00 AM 2 Top 15 Issues HMDA Issues Jack Holzknecht Lending
November 20, 2019 1:30 PM 2 IRS Information Reporting: Rules and Forms Carl Pry Risk Management/Legal
November 21, 2019 1:30 PM 2 Alert! FDIC Amends Deposit Insurance Deborah Crawford Deposit Accounts
November 22, 2019 10:00 AM 2 Safe Deposit Marketing and Profitability David McGuinn Safe Deposit
November 25, 2019 1:30 PM 2 CECL Jeffery Johnson Lending
November 26, 2019 1:30 PM 2 Living Trusts Terri Thomas Risk Management/Legal
November 26, 2019 10:00 AM 2 TRID Jerod Moyer TRID

 

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