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Events
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October 22, 2018
Attend this HSA Half-Day Seminar for a comprehensive HSA curriculum and a practical understanding of critical rules and operational issues.
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October 23, 2018
This seminar is designed to teach IRA fundamentals to individuals who are new to the retirement industry or who need a general IRA refresher.
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October 24, 2018
Advanced IRAs build on the attendees' knowledge of IRA basics to address some of the more complex IRA issues your financial organization may handle.
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October 25, 2018
This seminar is designed to teach IRA fundamentals to individuals who are new to the retirement industry or who need a general IRA refresher.
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October 26, 2018
Advanced IRAs builds on the attendees' knowledge of IRA basics to address some of the more complex IRA issues your financial organization may handle.
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November 1, 2018
Program highlights include reviewing exterior security concerns; incentives gone wrong; problems banks face with new technologies, operational changes and working with law enforcement; and the 15 worst security mistakes. Security officers or directors, operations managers, auditors, HR directors, legal staff, loan officers, disaster recovery managers, collection staff and fraud investigators.
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November 8, 2018
The Call Report Preparation seminar will help preparers and reviewers understand the step-by-step preparation process and eliminate errors. The seminar is designed for more experienced preparers and reviewers interested in newer reporting requirements. Annual training is highly recommended by bank regulators.
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