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.

July 2019

July 1, 2019 1:30 PM 2 Troubled Debt Restructuring (TDRs) Jeffery Johnson
July 8, 2019 1:30 PM 2 6 Steps of an IT Audit Program Chad Knutson
July 9, 2019 10:00 AM 2 Dealing with Dysfunctional Teams Janice Branch
July 9, 2019 1:30 PM 2 CRE Appraisals: Appraisal Components, etc. Richard Hamm
July 10, 2019 10:00 AM 1.5 Executive Total Compensation – Strategies to Motivate and Incent Mike Blanchard
July 10, 2019 1:30 PM 2 Best-Ever Compliance Checklists for Consumer Loans Anne Lolley
July 11, 2019 10:00 AM 2 Lending to Local Government Units Jeffery Johnson
July 11, 2019 1:30 PM 2 Flood Insurance Carl Pry
July 12, 2019 10:00 AM 1.5 UDAAP Michael Christians
July 15, 2019 1:30 PM 2 ATM Jackpotting and Unlimited Operations Chad Knutson
July 16, 2019 1:30 PM 2 New BSA Officer Deborah Crawford
July 16, 2019 10:00 AM 2 Dealing with Subpoenas Terri Thomas
July 17, 2019 10:00 AM 2 Implementing the Revised Uniform Residential Mortgage Loan Application Jack Holzknecht
July 17, 2019 1:30 PM 2 David Osburn TBD David Osburn
July 18, 2019 1:30 PM 2 Limited Liability Companies: Do’s and Don’ts Deborah Crawford
July 18, 2019 10:00 AM 2 HMDA Carl Pry
July 19, 2019 10:00 AM 2 Deb TBD Deborah Crawford
July 22, 2019 1:30 PM 2 UCC Jeffery Johnson
July 23, 2019 10:00 AM 2 CRA Nuts and Bolts Susan Costonis
July 23, 2019 1:30 PM 2 10 Overdraft Privilege Hotspots Deborah Crawford
July 24, 2019 1:30 PM 1.5 How to Plan and Manage a Smooth Integration Crowe
July 25, 2019 10:00 AM 2 Fair Lending Jerod Moyer
July 25, 2019 1:30 PM 2 Online Deposit Account Opening Deborah Crawford
July 26, 2019 10:00 AM 1.5 Analyzing the Balance Sheet and Income Statement Tom Carlin
July 29, 2019 1:30 PM 2 CRE Appraisals: Regulations & the Review Process Richard Hamm
July 30, 2019 10:00 AM 1.5 Business Development Skills Honey Shelton
July 30, 2019 1:30 PM 2 Writing High-Impact Executive Summaries Phil Vassallo
July 31, 2019 10:00 AM 2 Untangling the Web of Fee Disclosures Jack Holzknecht
July 31, 2019 1:30 PM 2 Deb TBD Deborah Crawford

August 2019

August 1, 2019 10:00 AM 2 Accounts Receivable and Inventory Financing Jeffery Johnson
August 1, 2019 1:30 PM 2 Pivot Tables 2 David Ringstrom
August 2, 2019 10:00 AM 2 Unclaimed Property Compliance for Financial Institutions Maggie Young
August 5, 2019 1:30 PM 1.5 Assessing Your Bank’s Call Center to Take it to the Next Level Brian Walker
August 6, 2019 10:00 AM 1.5 Director Compensation and Compensation Committee Best Practices Mike Blanchard
August 6, 2019 1:30 PM 2 Excel Explained: Working with Budget Spreadsheets David Ringstrom
August 7, 2019 1:30 PM 2 Dos and Don’ts on trusts Deborah Crawford
August 7, 2019 10:00 AM 2 Creating Effective Anti-Harassment Policies and Process Bob Gregg
August 8, 2019 10:00 AM 1.5 TILA/RESPA Mortgage Servicing Rules Michael Christians
August 8, 2019 1:30 PM 2 Deposit Compliance Issues Deborah Crawford
August 9, 2019 10:00 AM 2 ACH Exception Processing Kate Cole
August 12, 2019 1:30 PM 2 Strategic Loan Pricing or TBD Richard Hamm
August 13, 2019 1:30 PM 2 Dos and Donts on POAs Deborah Crawford
August 13, 2019 10:00 AM 2 Call Report – Lending Schedules for Banks Ann Thomas
August 14, 2019 10:00 AM 2 Providing Accurate and Timely Adverse Action Notices Jack Holzknecht
August 14, 2019 1:30 PM 2 Marketing & Advertising Compliance Carl Pry
August 15, 2019 1:30 PM 1.5 Vendor Management – How Model Risk Fits In Marci Malzahn
August 15, 2019 10:00 AM 2 Compliance Management David Dickinson
August 19, 2019 1:30 PM 2 How to Analyze the Purchase of an Existing Business Vin Dicara
August 20, 2019 10:00 AM 1.5 Strategic Directions for Banking Commercial, Small Business and Consumer Customers Crowe
August 20, 2019 1:30 PM 2 Endorsements Deborah Crawford
August 21, 2019 10:00 AM 2 ACH Audit & Risk Assessment Kate Cole
August 21, 2019 1:30 PM 2 SSAE18, SOC 1, SOC 2 – What do I need? Jon Waldman
August 22, 2019 10:00 AM 1 Driving Results with Your Bank’s Data David Carlson
August 22, 2019 1:30 PM 2 Lending for Non-Lenders Tom Carlin
August 23, 2019 10:00 AM 1.5 Accounting Basics Tom Carlin
August 26, 2019 1:30 PM 2 W-9, W-8BEN and W-8BEN-E Forms and Info Deborah Crawford
August 27, 2019 10:00 AM 2 David Osburn TBD David Osburn
August 27, 2019 1:30 PM 2 Writing Effective Email Phil Vassallo
August 28, 2019 10:00 AM 2 IRA Pt. 1 Patrice Konarik
August 28, 2019 1:30 PM 2 Compliance Rules for Commercial Loans Secured by Real Estate Susan Costonis
August 29, 2019 10:00 AM 2 Customer Dies Terri Thomas
August 29, 2019 1:30 PM 2 Dealing With Appraisals Carl Pry

 

September 2019

Date Time (Central) Hours Title Presenter
September 3, 2019 10:00 AM 1 For RMs:  Banker’s Top 10 for Sales Success Alex Cole
September 3, 2019 1:30 PM 1.5 CBD Oil Deborah Crawford
September 4, 2019 10:00 AM 2 Top 10 Most Common TRID Issues Jack Holzknecht
September 4, 2019 1:30 PM 2 InTREX vs FFEIC CAT Jon Waldman
September 5, 2019 1:30 PM 2 Writing Deposit Operations Procedures Deborah Crawford
September 5, 2019 10:00 AM 2 Federal Benefit Payments Garnishments Terri Thomas
September 6, 2019 10:00 AM 2 Seven Habits of Effective Credit Administration in Commercial Banks Jeffery Johnson
September 9, 2019 1:30 PM 2 Residential Construction Lending Richard Hamm
September 10, 2019 10:00 AM 2 Right of Setoff Terri Thomas
September 10, 2019 1:30 PM 2 Feedback and Coaching Phil Vassallo
September 11, 2019 10:00 AM 2 Fair Lending Carl Pry
September 11, 2019 1:30 PM 2 Reg E Five Best Practices Susan Costonis
September 12, 2019 1:30 PM 2
Alert! OFAC Changes
Deborah Crawford
September 12, 2019 10:00 AM 2 Check Fraud Terri Thomas
September 13, 2019 10:00 AM 2 Loan Participations for Community Banks Robin Russell
September 16, 2019 1:30 PM 2 Understanding Real Estate Loan Documentation Robin Russell
September 17, 2019 10:00 AM 2 David Osburn TBD David Osburn
September 17, 2019 1:30 PM 2 Best-Ever Compliance Checklists for Commercial Loans Anne Lolley
September 18, 2019 10:00 AM 2 Thirty (30) Steps to Audit Your Safe Deposit Area David McGuinn
September 18, 2019 1:30 PM 2 Digital Forensics & Incident Response Buzz Hillestad
September 19, 2019 1:30 PM 2 Employment Records and How to Keep Them Bob Gregg
September 19, 2019 1:30 PM 2 W9, W8BEN, W8BENE Forms and Info Deborah Crawford
September 20, 2019 10:00 AM 2 Call Report for Banks – Recent Changes, Highlights, and Pitfalls Ann Thomas
September 23, 2019 1:30 PM 2 Legal Essentials for Lenders Robin Russell
September 24, 2019 10:00 AM 2 Quarterly Compliance: Fall Carl Pry
September 24, 2019 1:30 PM 2 Lending to Churches and Other Religious Institutions Jeffery Johnson
September 25, 2019 10:00 AM 1.5 What Banks are Doing to Streamline Small Business Lending Crowe
September 25, 2019 1:30 PM 2 IRAs: Rollovers vs. Transfers Patrice Konarik
September 25, 2019 1:30 PM 2 TRID: All About Construction Loans Jerod Moyer
September 26, 2019 1:30 PM 2 Vital Checks and Deposit Issues Deborah Crawford
September 26, 2019 10:00 AM 2 Using Business Tax Returns to Analyze Lending Requests Vin Dicara
September 27, 2019 10:00 AM 2 Call Reports: RC-C Loan Coding and Related RC-R Reporting Ann Thomas
September 30, 2019 1:30 PM 2 FFIEC Guidance on Employee’s Use of Social Media Susan Orr

CFT

Clients Who Trust Us

Signup for our newsletter and be the first to know about new courses and discounts:
  • This field is for validation purposes and should be left unchanged.