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.

December 2019

December 2, 2019 1:30 PM 2 Commercial Construction Lending Richard Hamm
December 3, 2019 10:00 AM 2 Notary Public Terri Thomas
December 3, 2019 1:30 PM 2 Loan Doc 101 Part 1 Robin Russell
December 4, 2019 10:00 AM 2 Loan Doc 101 Part 2 Robin Russell
December 4, 2019 1:30 PM 2 Information Security Programs for Banks Chad Knutson
December 5, 2019 1:30 PM 2 Foreign Accounts Deborah Crawford
December 5, 2019 10:00 AM 2 Overdrafts Jerod Moyer
December 6, 2019 10:00 AM 2 Vin DiCara – TBD Vin Dicara
December 9, 2019 1:30 PM 2 Outsourced Third Party (Vendor) Management Susan Orr
December 10, 2019 1:30 PM 2 Residential Construction Lending Jeffery Johnson
December 10, 2019 10:00 AM 2 Quarterly Compliance: Winter Carl Pry
December 11, 2019 10:00 AM 2 Excel Explained: Introduction to Spreadsheets David Ringstrom
December 11, 2019 1:30 PM 1.5 10 Practices To Create and Present Engaging Training Honey Shelton
December 12, 2019 1:30 PM 2 Deposit Year End Wrap Up Deborah Crawford
December 12, 2019 10:00 AM 2 Top Fifty (50) “Most Important” David McGuinn
December 13, 2019 10:00 AM 2 Using Principles of Critical Thinking Phil Vassallo
December 16, 2019 1:30 PM 2 Basic Personal and Business Tax Return Analysis David Osburn
December 17, 2019 1:30 PM 2 BSA Year End Round Up Deborah Crawford
December 17, 2019 10:00 AM 2 Regulation E Errors & Disputes David Dickinson
December 18, 2019 1:30 PM 2 Check Fraud Deborah Crawford
December 18, 2019 10:00 AM 2 A Banker’s Responsibility under FCRA Jack Holzknecht
December 19, 2019 10:00 AM 1.5 Marijuana Year End Round Up Deborah Crawford
December 19, 2019 1:30 PM 2 Compliance Management System (CMS): What a Successful Program Looks Like Carl Pry
December 20, 2019 10:00 AM 1.5 Fair Lending Laws and Regulations Michael Christians

November 2019

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

October 2019

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

September 2019

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 9, 2019 1:30 PM 2 Fair Lending Carl Pry
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 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 Advanced Financial Statement Analysis 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 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 10:00 AM 2 Quarterly Compliance: Fall Carl Pry
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

August 2019

August 1, 2019 10:00 AM 2 Accounts Receivable and Inventory Financing Jeffery Johnson
August 1, 2019 1:30 PM 2 Intermediate Pivot Tables 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 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 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 16, 2019 10:00 AM 1.5 Headache Remedies for Supervisors Honey Shelton
August 19, 2019 1:30 PM 2 Marketing & Advertising Compliance Carl Pry
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 Regulation CC Deborah Crawford
August 27, 2019 10:00 AM 2 Key Ratio Analysis David Osburn
August 27, 2019 1:30 PM 2 Writing Effective Email Phil Vassallo
August 28, 2019 10:00 AM 2 IRA: The Basics Simplified 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

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