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On-Demand Webinars about Branches and Frontline

Recorded on November 16, 2023
 

Avoiding Military Lending Problems

Avoiding Military Lending Problems

There are many ways to violate military lending rules and some lenders are actively doing this. One lender recently agreed to pay $225,000 because they were not providing the interest rate adjustments the SCRA requires.

Recorded on November 08, 2023
 

Mobile Deposits: Controlling Losses

Mobile Deposits: Controlling Losses

Nearly 88 percent of Americans accessed their checking accounts using a smartphone or tablet in 2022, and more than half of that group mobile-deposited one or more checks in 2022.

Recorded on October 31, 2023
 

The 15 Worst Security Mistakes

The 15 Worst Security Mistakes

Financial institutions face numerous potential security pitfalls, and the repercussions of these errors demand swift resolution.

Recorded on July 12, 2023
 

Sweepstakes, Contests and Lotteries, Cans and Can Nots

Recorded on July 11, 2023
 

Opening UTMA Accounts

Opening UTMA Accounts

State laws on accounts for minors vary widely from state to state, but all states have some version of the Uniform Transfers to Minors Act to provide a framework for property (including money) to be held for a minor’s benefit.

Recorded on June 13, 2023
 

CTR Filing

CTR Filing

In October 2019, FinCEN made a clumsy announcement of changed filing instructions for CTRs, only to postpone the effective date three months later, in January. Another change issued in October was corrected in November 2019.

Recorded on June 06, 2023
 

Bank Compliance Basics – an Overview of Deposit and Lending

Recorded on May 16, 2023
 

When Your Customer Dies

When Your Customer Dies

When your customer passes away, family members left behind often know they need to do something about deposit accounts and other banking relationships of the deceased, but don’t know what they can and cannot do with them or with checks payable to the

Recorded on May 11, 2023
 

Cash Recyclers, Pod Banking and ITM’s

Cash Recyclers, Pod Banking and ITM’s

Banking as we’ve known it is rapidly changing. Apps, pod banking, cash recyclers, interactive teller machines, and other new technologies are affecting how we do business and offering new challenges to security.

Recorded on April 23, 2023
 

IRA Operations Update 2023

IRA Operations Update 2023

During the last few years we have had the Secure Act 1.0 and Secure Act 2.0 and new regulations on RMDs and Inherited IRAs. Plus, we have a myriad of new exceptions to the 10% penalty.

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