Skip to content

On-Demand Webinars about Operations

Recorded on January 14, 2021
 

IRA—Movements

IRA—Movements

Transfers, Rollovers, Qualified Plan Rollovers and many more!

Recorded on January 07, 2021
 

Bank retirement products

Recorded on January 05, 2021
 

Annual Operations Compliance Recap

Annual Operations Compliance Recap

Have you taken care of all the Operations changes on your list from 2020? Is there something you missed when you were fighting any of the inevitable compliance “fires” that popped up?

Recorded on December 10, 2020
 

Auditing Websites

Auditing Websites

One recent court case held that disclosures on a website were not conspicuous because it was not set apart from other text sufficiently and other distractions on the page drew away the readers attention.

Recorded on December 01, 2020
 

IRA Year End Wrap-Up

IRA Year End Wrap-Up

SECURE Act, CARES Act, Extended Tax deadlines, and IRS Notices! Learn if you complied with all the IRA Changes in 2020!

Recorded on November 10, 2020
 

Reg E Claims: Bare Bones

Reg E Claims: Bare Bones

You asked for it, Reg E claims, what you need to know to handle them in 0ne-hour. Is it fair when a consumer makes a dumb choice with their account info, and then wants the money back from the bank?

Recorded on November 09, 2020
 

IRA Fundamentals Every Banker Should Know

Recorded on October 30, 2020
 

25 Errors on Beneficial Ownership Certification of Legal Ent

Recorded on October 27, 2020
 

The Maze of Overdraft Compliance

The Maze of Overdraft Compliance

The CFPB recently fined an institution $25 million along with $97 million in customer restitution to settle abusive practices relating to its overdraft program.

Recorded on October 16, 2020
 

Mastercard & Reg E Error Resolution

Mastercard & Reg E Error Resolution

Regulation E came back into the news in a big way in 2019 as the CFPB levied a $3.5 million civil money penalty and $12 million in restitution against an institution for incorrectly processing dispute claims.

Pages

Search Webinars