Compliance Connection Newsletter – Summer 2021

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Summer 2021
FEATURED
 
Evaluate and Build Your Training Program
Training Needs & Risk Assessment
Evaluate and build your training program.

As your trusted training partner, we provide a comprehensive training assessment of your compliance and professional development education programs. The purpose of this training assessment is to help you identify gaps and develop a plan for your financial institution.
NEW PRODUCT ANNOUNCEMENTS
E3 courses include animation, video, infographics
More E3 Courses Added

We are excited to share more series are now available in our engaging E3 format. E3 courses include animation, video, infographics and a variety of role-based course scenarios. This course format is designed to promote an effective, efficient and engaging learning experience by presenting information in a concise, easily digestible and relevant format for students.

Compliance training E3 courses push students beyond the basics of “knowing” into training them “how to” recognize and respond to risks.
 
REGULATORY COMPLIANCE UPDATES
Last month involved several regulatory compliance updates and hot topics in the financial services industry. We’ve rounded up some key updates and how they will affect you and your financial institution going forward.

Bank & Credit Union Updates
  • FDIC Publishes 2021 Risk Review
  • OCC Releases Report on Key Risks and Effect of Pandemic
  • CFPB Adds TRID FAQs
  • Federal Reserve Extends Regulation O PPP Rule

Mortgage Updates
  • Modernized NMLS Licensing System on the Horizon: Stakeholders Invited to Comment
  • Homes Are Spending Nearly 50 Percent Less Time On The Market
RESOURCES, NEWS & BLOGS
 
Expediting the Application (while securing relationships)
BLOG
Expediting the Application (while securing relationships)

High-volume mortgage markets are the ideal time to embrace a streamlined approach to mortgage origination. Do you know how to expedite the application?
 
BLOG
Tips for Creating a More Inclusive Workplace for LGBTQ+ Employees and Customers

As leaders of financial institutions, it is important to understand your role and how you can be an inclusive environment for both your employees and customers.
 
How to Take Your Career Pathing Strategy to the Next Level
BLOG
How to Take Your Career Pathing Strategy to the Next Level

Can your employees meet their career pathing goals with the programs you currently have in place? Find out why employees seek new opportunities and how to secure your talent.
 
How to Determine If You Have an Effective Training Program
BLOG
How to Determine If You Have an Effective Training Program

Developing an effective training program (or revitalizing an existing program) is a big endeavor. Does your strategy measure up?
 
How to Determine If You Have an Effective Training Program
BLOG
Communicating with Customers (amidst mass-uncertainty)

How are you communicating with your customers in today’s volatile world? Aim to learn how to gain borrower commitment through clear, consistent, and empathetic communication.
 
6 Step Guide: Become an MLO
INFOGRAPHIC
6 Step Guide: Become an MLO

So, you want to become a Mortgage Loan Originator (MLO)? Wondering where to begin? Use this introductory six-step guide to help you start your new career path.
UPCOMING EVENTS
BANK TRAINERS CONFERENCE & EXPO Denver, CO October 19 - 21, 2021
 
WE’RE BACK! And are excited to be back in person!
 
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20225 Water Tower Blvd. Brookfield, WI 53045
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By |2021-12-21T13:42:37-06:00December 21st, 2021|Bank, Credit Union, Financial Services|Comments Off on Compliance Connection Newsletter – Summer 2021