Compliance Connection Newsletter – Summer 2022

Compliance Connection Newsletter - Winter 2021
Summer 2022
Featured News
Introducing Adaptive Learning Courseware

Personalize your student e-learning experience through our new adaptable courseware. This courseware adapts to the student’s knowledge proficiency by allowing them to skip courseware in which they already show proficiency and put a laser focus on areas of opportunity. These adaptive courses have all of the elements of our effective, efficient, and engaging courseware, so you can be sure your students are receiving the highest caliber of content.
New Product Announcements
Rockstar Recruiting Series
Hiring the right talent is a very difficult task that has a huge impact on how your business runs now and for the future. Making the wrong choice could sink your company. Making the right choice could elevate it to new heights. The Rockstar Recruiting Series will help nail the planning process so you have the right timeline and the time to execute the plan to ensure you are bringing in top talent to your organization.
Wealth Management Series
Your wealth management professionals help customers make wise investments – it’s time you invest in them. When you add our new Wealth Management Series to your training program, your wealth management personnel will have access to training on regulatory compliance, ethical issues, types of products, and more.
Remote Management OnDemand Webinar Series
The Remote Management OnDemand Webinar Series is designed to help promote best practices for working from home, such as proper time management and productivity. These webinars also cover ways to overcome challenges that can come from working from home, including engaging remote teams, managing stress, and setting expectations.
Regulatory Compliance Updates
There have been several recent 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
  • CFPB Launches New System to Promote Consistent Enforcement of Consumer Financial Protections
  • Treasury Announces 2022 National Illicit Finance Strategy
  • Agencies Release Revised Interagency Questions and Answers Regarding Flood Insurance
  • Agencies Issue Joint Proposal to Strengthen and Modernize Community Reinvestment Act Regulation
  • FSB Launches Consultation on Supervisory and Regulatory Approaches to Climate-Related Risk
Mortgage Updates
  • TRID Hot Spots
  • Mortgage Origination Compliance – 2 Part Series
  • New Flood Insurance Q&As
  • Appraisal Rules and Standards, RESPA Requirements, and Banking Servicemembers Seminar OnDemand with Live Streaming
Resources, News & Blogs
Your Guide to Creating a More Inclusive Workplace for LGBTQ+ Employees and Customers

As leaders of financial institutions, it is important to understand how you can be an inclusive environment for both your employees and customers.
The Ups and Downs of Technology and Working from Home

Regardless of how prepared your institution was or now is, a glitch is bound to happen. Here are some tips and hints to consider when working from home.
Virtual Team Building for a Virtual Office

With employees working remotely as well as in the office, financial institutions still need to build strong partnerships and engage their employees.
How to Combat the Challenges of Working and Managing Remotely

Remote and hybrid teams are challenged with learning new best practices while working from home, such as proper time management and productivity.  Other challenges managers and their teams need to overcome include engaging remote teams and setting expectations.
Customer Service Has Superhero Powers

Superheroes don’t just exist in the movies and cartoons. They are among us. We interact with them every day. They go by their code name: Customer Service.
Getting Recertified-The MLO Way

It goes without saying that financial literacy and education are vital components to what we do as financial institutions. But do we truly understand why?
Upcoming Events
Grab your boots and join us in Dallas for the Bank Trainers Conference and Expo.
You are not going to want to miss out on being a part of this!
The Bank Trainers Conference will revive your spirit and help you face the challenges in your career and personal life.

September 26-28, 2022
Omni Dallas Hotel  |  Dallas, TX
If you are having trouble reading this email, read the online version. Compliance Connection Newsletter - Winter 2021 Spring 2022 Featured News New & Improved Webinar Subscription Service Now Available Reduce your training costs with a Webinar Subscription Service Subscribe to the number of webinars right for your financial institution and save 12-40%. The more you buy, the more you save! Why add a Webinar Subscription Service to Your Training Mix? Additional Locations Include up to 5 locations for live webinars Longer Access Have access to purchased webinars entire length of subscription service Convenience Setup authorized users to redeem your tokens New Product Announcments Efficient, Effective, Engaging More than 95 Compliance Training Courses Now Available in our E3 Course Format! Check out the Anti-Money Laundering (AML) / Bank Secrecy Act (BSA) ~ E3 course clip for a glimpse at our new E3 course format. This course format includes animation, video, infographics, and a variety of role-based scenarios. The interactive presentation of content drives positive engagement and results in increased retention. Featured Webinars The crisis in Ukraine is continuously evolving. The following resources are available to help educate your teams and yourself on rapidly changing compliance challenges. Cyber Warfare - What You Need to Know about the Ukraine/Russia Conflict Thursday, March 17, 2022 | 1:30-3:00 pm Alert! OFAC Russia-related Designations; Belarus Designations Wednesday, April 13, 2022 | 10:00 am - 12:00 pm 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 New CRA Proposal in the Works Read More>> Federal Reserve Board Releases Hypothetical Scenarios for 2022 Stress Tests Read More>> Federal Reserve Announces New Synthetic Identity Fraud Mitigation Toolkit Read More>> FDIC Announces 2022 Priorities Read More>> Mortgage Updates Ukraine Conflict Could Lead to Lower Mortgage Rates in Short-Term Read More>> Loan Officers In For A Rude Awakening: Layoffs, Acquisitions, Mergers Read More>> For more Mortgage industry news, explore Mortgage HQ! Resources, News & Blogs Article Closing the Gap: How to Empower Women in Banking Article Don’t Get Behind – How to Develop the Next Generation of Bank Leaders Article 5 Ways to Develop Well-Rounded MLOs Article Don’t Trust Your Compliance Training to Luck in March 2022 Events Registration Opens Soon! Connect with us Facebook Twitter linkedin Chat 20225 Water Tower Blvd. Brookfield, WI 53045 © OCL Financial Services, LLC. All rights reserved. This email was sent to . If you no longer wish to receive these emails, click on the following link: Unsubscribe View email in Browser
By |2022-06-15T13:19:11-06:00June 15th, 2022|Bank, Credit Union, Financial Services|Comments Off on Compliance Connection Newsletter – Summer 2022