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.
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)
| 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 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 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 |
CFT
