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BOL Learning Connect On-Demand Programs

ALL ON-DEMAND WEBINARS

Recorded on April 25, 2017
 

Issues with Deceased Customers

Issues with Deceased Customers

When your customer passes away, there are issues that must be addressed. Family members left behind often need to act without knowing what they can and cannot do with the decedent’s account or with checks payable to the deceased. They need guidance.

Recorded on April 19, 2017
 

ACH Basics: Part 1

ACH Basics: Part 1

This webinar, the first in a three-part series, teaches you about ACH fundamentals, including transaction flows, network participants, managing risk of third parties, standard entry class codes, and common ACH violations.

Recorded on April 18, 2017
 

Same Day ACH – Preparing for More!

Same Day ACH – Preparing for More!

In response to the need for faster electronic payments and settlement, NACHA developed Same-Day ACH. Same-Day ACH is rolling out over the course of three years. Phase I is already in effect with the higher risk Phase II just around the corner.

Recorded on April 12, 2017
 

Frontline Compliance Concerns

Frontline Compliance Concerns

Compliance often focuses on change; whether it is focused on a new regulation or deregulation, the constant in compliance is “change.” Still, we can’t ignore the current rules whether they’re two months or two decades old, because examiners continue

Recorded on April 06, 2017
 

Signature Cards and Account Agreements

Signature Cards and Account Agreements

Does your frontline understand the legal and regulatory issues when opening an account? Your signature card and deposit account agreement include complicated check handling, ownership, rights at death and regulatory provisions.

Recorded on March 06, 2017
 

Reg O – Insider Lending

Reg O – Insider Lending

Examiners frequently cite violations of Regulation O. Regulators take very seriously their mission to prevent insider abuse.

Recorded on March 02, 2017
 

2018 HMDA Requirements

2018 HMDA Requirements

Major HMDA Changes are just a year away! There will be new Demographic Information collection forms, and you’ll be reporting different data in a different format, to a different agency, using a different method. Are you ready?

Recorded on February 28, 2017
 

2017 Regulation By Enforcement

Recorded on February 23, 2017
 

Sticky ACH Situations

Sticky ACH Situations

This course looks at common ACH “sticky situations” and provides guidance for the frontline on what to say or not say and what to do or not do when a consumer initiates a claim on an ACH debit.

Recorded on February 22, 2017
 

Trump’s Impact on HSAs

Trump’s Impact on HSAs

Get ready for what’s next concerning HSAs. Fundamental improvements to HSAs are expected in 2017 as a result of President Elect Trump’s stated goal of replacing the Affordable Care Act with Health Savings Accounts in his first 100 days.

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