With a new year comes new resolutions. Make one of yours staying updated on the latest news, compliance, and regulatory updates. We have gathered those taking effect in January of 2023. Effective training is your first line of defense against regulatory risk. We’ve brought together some of the key topics you and your staff should be aware of.
Our webinars and live streaming events are presented live by experts in their field addressing compliance issues, industry trends, and regulation updates on topics such as TRID, HMDA, Bank Accounting, Fair Lending, and more!
Regulatory Compliance Webinars You Should Attend in January 2023
New Accounts Study for Credit Unions – A 4 – Part Training
Learn at your desk with your peers! During this four-part study, we will work directly from the New Account Manual.
Audience: Member service representatives, personal bankers, call center representatives, branch managers, tellers, branch operations, and training.
Tuesday, January 17, 2023
10:00 am CT
IRA Update – Annual Review for Credit Unions
As many of you have experienced, IRAs have had many changes over the last 3 years – including the SECURE Act of 2020, the CARES Act of 2020, the Proposed Regulations released in February 2022, and the IRS Notice 2022-53 to put the Proposed Regulations ‘on hold’. This is a must-attend webinar to grasp the latest rules and regulations regarding beneficiaries and the 2023 Cost of Living Adjustments.
Audience: All personnel who are responsible for opening IRAs and have direct contact with the customers should attend this class, as well as experienced employees in operations, compliance, customer service and the call centers who must answer questions from other bank employees and customers and check IRA paperwork.
Wednesday, January 18th, 2023
10:00 am – 11:30 am CT