As the year continues to march on, you must stay updated on the latest news, compliance, and regulatory updates. We have gathered those taking effect in March 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 March 2023
2023 IRA Beneficiary Designations and Payouts
As if IRA beneficiary payout options weren’t confusing enough, the last 3 years have brought turmoil to the IRA world with the IRS flip-flopping on how and when beneficiaries should take death distributions after the IRA owner dies. The SECURE Act created three categories of beneficiaries to determine what payout options are available to each category. It’s almost like you need a GPS to follow this crazy beneficiary distribution trail.
Audience: Any employee who is responsible for answering client’s questions regarding IRAs, including Customer Service, Call Center, Operations, Tellers, Branch Managers, and Trust Officers. Anyone who is involved in the IRS reporting and corrections to IRS reporting are also encouraged to attend.
Thursday, March 9th, 2023
10:00 am – 12:00 pm CT
Fair Lending for Frontline Staff
An overview of Fair Lending Regulations and best practices for member-facing staff.
Audience: This webinar is designed for customer-facing branch and lending staff.
Wednesday, March 15th, 2023
10:00 am – 11:30 am CT
Excel Skills for Accountants – 2 Part Series (Basic and Advanced)
In this 2-Part series, Excel expert David Ringstrom, CPA, explains basic and advanced techniques that can improve the integrity of your spreadsheets.
Audience: Professionals seeking to use Microsoft Excel more effectively.
Series Begins
Monday, March 20th, 2023
1:30 pm – 3:30 pm CT
Onboarding Your New Hire: Experience or Afterthought?
What does onboarding look like in your organization? What do you want it to look like? Onboarding should not be an afterthought as it is the new hire’s first impression of the company they are going to work for.
Audience: All managers and supervisors who hire and onboard employees. Anyone responsible for the onboarding process.
Wednesday, March 29th, 2023
1:30 pm – 3:00 pm CT