BOD - Restructuring the Financial Services Industry

The Board of Directors Series was designed to assist key individuals with carrying out the responsibilities of their institution’s regulatory compliance and to understand the role they play in serving and overseeing the activities of a banking organization with ease.

IRA Accounts Talks is a series of conversations about IRAs topics for the deposit area. This series purpose is to create unique short educational programs for both professional development and increasing technical expertise of our frontline staff. It is a more casual approach to learning fundamentals about IRA products, movements, distributions, compliance, and other important topics. Designed for weekly or monthly meetings, orientation or ongoing development of your IRA Coordinators and branch staff, these Talks are a new approach which will complement and enhance your already developed IRA training programs. These videos are also good basic training for officers and

The Refresher Series is a convenient solution for your experienced employees who need to stay current on regulatory and vital financial information. These courses target fundamental topics and move swiftly yet effectively in a smaller duration of time.