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62 results of "Banking & Insurance x" and "Insurance x"
Live Webinar

Remote Working – How to manage teams effectively when working from home

Our work the environment has changed significantly in the past week.  Businesses must quickly adjust to having team members working from home. How do you effectively keep team members engaged and working together?  This webinar will review important tips to m ...

Live Webinar

2-hr Virtual Seminar: Service Level Agreements (SLAs) - Preparation Guidelines for Effective SLAs

This 2-hr webinar on Service Level Agreements (SLAs) will provide you with sound principles and a set of guidelines for developing and preparing ‘effective’ Service Level Agreements (SLAs) for an internal service function or an outside service provider.

Live Webinar

Loan Documentation for “Commercial Real Estate” Lending Transactions

Attend this proactive webinar and receive a thorough overview of commercial real estate (CRE) loan documentation. Basic “business” structure, loan “structure,” and loan “support” will be highlighted along with a review of “commercial real estate” loan documen ...

Live Webinar

How To Manage Your Emotions During a Crisis

Our brains are programmed to react to crisis and perceived threats in a very specific way. You’re probably experiencing that right now, but it doesn’t have to be that way – we can reprogram our brains, our thoughts and emotions. With so much that’s happening o ...

Recorded Webinar

TIN Solicitation Best Practices - All You Need to Know - SHRM & HRCI Accredited

This IRS regulatory compliance training will explain the Best TIN Solicitation Best Practices. While TIN solicitation might sound too lascivious for the legitimate business world, it is critical that every organization take this task seriously. For if they don ...

On-Demand Webinar

Form 1099-MISC Updates for 2020 - SHRM & HRCI Accredited

This webinar will cover changes in the 1099 world for 2020. For the first time in many years, significant changes are coming to the Form 1099-MISC, in particular with how contract labor pay is reported. Businesses will no longer use the 1099-MISC to report con ...

Recorded Webinar

W9 vs 1099: IRS Forms, Differences, and When to Use Them 2019 - SHRM & HRCI Accredited

This IRS regulatory compliance training will focus on the rules requiring W-9 documentation and 1099 reporting. Attendees will learn the best practices to ensure compliance with IRS and avoid B-Notices.

Recorded Webinar

Key Elements in Managing and Maintaining Your Credit Administration and Credit Policy

This session by Dev Strischek is intended to provide guidance on how to develop and maintain a Credit Administration (CA) function that will provide guidance to anyone involved in the credit function of the bank. The session also highlights the safeguards to m ...

Recorded Webinar

FinCEN's New CDD Rule - The New Fifth Prong of the AML

The FinCEN has issued substantial new AML requirements focused on a major expansion of Know Your Customer into what is now Customer Due Diligence, CDD. This webinar will present various aspects of the requirements.

Recorded Webinar

Conducting a Thorough Needs Analysis and Developing a Solid Compliance Training Program

Whenever conducting a needs analysis there are certain steps that should not be missed. If missed, it will not have a positive impact on your compliance training program and the compliance culture. We will go over the necessary steps and show how it impacts yo ...