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We understand our clients have unique business requirements, so we created flexible training packages to best meet the needs of your financial institution.
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Bi-Monthly Compliance Briefing – 2 – April
Keeping up with changes and deadlines in the compliance area gets more complex every year. Now, we can assist you with that task. Carl Pry gives an update on the most recent changes to the compliance landscape in addition to covering what considerations lie ahead. Attendees receive handouts each quarter including a calendar and timeline of future expected regulatory updates.
120 Minutes
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Bi-Monthly Compliance Briefing – 3 – June
Keeping up with changes and deadlines in the compliance area gets more complex every year. Now, we can assist you with that task. Carl Pry gives an update on the most recent changes to the compliance landscape in addition to covering what considerations lie ahead. Attendees receive handouts each quarter including a calendar and timeline of future expected regulatory updates.
120 Minutes
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Bi-Monthly Compliance Briefing – 4 – August
Keeping up with changes and deadlines in the compliance area gets more complex every year. Now, we can assist you with that task. Carl Pry gives an update on the most recent changes to the compliance landscape in addition to covering what considerations lie ahead. Attendees receive handouts each quarter including a calendar and timeline of future expected regulatory updates.
120 Minutes
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All Things TRID
This webinar will explore those hot spots, gray areas, and frequently-violated provisions. We’ll spend time discussing the timing of the various disclosures (which can get quite complicated), disclosure of fees, and calculating tolerances and potential reimbursement issues. Our goal is to ensure you understand where the TRID rules can create uncertainty and risk, and insulate your institution as much as possible from noncompliance.
120 Minutes
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Marketing & Advertising Compliance – Part 1
As the compliance environment becomes more complex, your marketing department must stay on top of all the rules and regulations. What can you say in advertisements? What must you say? What can you not say? Many sets of rules govern these questions, and more are on the way. How about your promotional efforts - contacting prospects and customers to let them know what you have available? This webinar will provide many examples of how the rules apply as well as recommendations on how to deal with all the requirements.
120 Minutes