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)
| 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 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 |
| 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 |
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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 |
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