| January 2020 |
| 1/27/20 |
Strategic Planning for Financial Institutions: It's All About Your Strategy
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| 1/28/20 |
Introduction to Commercial Lending
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1/29/20
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IRA Fundamentals
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| February 2020 |
| 2/4/20 |
Business Law Basics and Lender Liability
|
| 2/5/20 |
Establishing and Amending IRAs
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| 2/6/20 |
Create a Culture of Employee Engagement and Reduce Turnover
|
| 2/11/20 |
Strategic Planning and the HR Professional |
| 2/12/20 |
IRA Contributions
|
| 2/13/20 |
Cybersecurity 101 - Board Basics
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2/13/20
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Money Saving, Money Making Marketing Ideas
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2/13/20
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Treasury Management - A Powerful Tool to Increase Deposits and Fee Income
|
2/13/20
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Total Compensation Plan Elements and Strategy
|
| 2/18/20 |
Accounting Basics / Refresher for Bankers
|
2/19/20
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IRA Distributions
|
| 2/20/20 |
Building a Culture That Develops Future Leaders
|
2/20/20
|
Bringing Leases Onto the Balance Sheet
|
2/20/20
|
Every Employee is Responsible for Customer Growth
|
| 2/25/20 |
Key Ratio Analysis: Calculating and Interpreting the Numbers Correctly
|
| 2/26/20 |
Top 10 IRA Issues
|
| 2/27/20 |
Becoming an Employer of Choice
|
| March 2020 |
| 3/3/20 |
Commercial Real Estate Lending: Developing a Cash Flow and Key Ratios
|
| 3/3/20 |
How to Craft an Effective Commercial Loan Write-Up
|
| 3/3/20 |
Commercial Real Estate Appraisals: Overview of Rules/Guidelines & the Review Process
|
| 3/3/20 |
Personal Tax Returns and Cash Flow: Focus on the Individual, Sole Proprietorships, Rental Property and Farms
|
3/4/20
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Required Minimum Distributions
|
| 3/10/20 |
Commercial Real Estate Lending: Cap Rates and Factors Beyond Debt Coverage and Loan-to-Value
|
| 3/10/20 |
Commercial Real Estate Appraisals: Approaches to Value De-Mystified
|
| 3/10/20 |
Personal Tax Returns and Cash Flow: Focus on Business Owners and/or Self-Employed with Pass-Through Income from Schedule K-1s
|
| 3/11/20 |
IRA Transfers and Rollovers
|
| 3/12/20 |
Building a Recognition Program for Success
|
3/17/20
|
Commercial Real Estate Lending: Issues with Property Types & Lease Structures
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| 3/17/20 |
Commercial Real Estate Appraisals: Key Appraisal Components Beyond the Approaches to Value
|
3/17/20
|
Personal Tax Returns and Cash Flow: The Role of Global Cash Flow for Owner(s) Plus Business(es) as an Underwriting Tool
|
3/17/20
|
Benefits of Adopting a Continuous Improvement Approach
|
| 3/18/20 |
Everything Roth
|
3/19/20
|
Customer Experience Management - Lead It Or Lose It
|
| 3/19/20 |
Dark and Stormy - Attacking Cloud Computing
|
| 3/19/20 |
How to Move From Effective Advertising to Strategic Marketing
|
| 3/19/20 |
Vendor Management – How Model Risk Fits In
|
| 3/20/20 |
Attacking the Human Element - Social Engineering
|
3/24/20
|
Commercial Real Estate Lending: Developing a Global Analysis of Property Holding
|
| 3/24/20 |
Commercial Real Estate Appraisals: Overview of Evaluations, Validations of Existing Appraisals and Third Party Review
|
| 3/24/20 |
Advanced Personal and Global Cash Flow Issues: Capital Gains, Recurring/Non-Recurring Items, Loss Carryforwards and Others
|
3/25/20
|
Rollovers Between Retirement Plans and IRAs
|
3/26/20
|
From Blockchain to Cryptocurrency - FinTech Update |
3/31/20
|
Advanced Financial Statement Analysis
|
| April 2020 |
| 4/1/20 |
IRA Beneficiary Distributions
|
| 4/2/20 |
Maintaining Community Bank Independence in a Consolidating Environment
|
4/6/20
|
Trends and Best Practices to Manage Today's Payment Threat Landscape
|
| 4/8/20 |
IRA Beneficiary Distributions
|
4/15/20
|
Advanced Cash Flow Analysis
|
4/15/20
|
HSA Fundamentals
|
4/16/20
|
Liquidity Strategies for Illiquid Community Bank Stocks
|
4/21/20
|
Developing a World Class On-Boarding Program
|
4/22/20
|
Advanced Tax Return Analysis
|
4/22/20
|
HSA Advanced Concepts
|
4/23/20
|
Practical Tips for Community Bank M&A
|
| 4/23/20 |
Negotiations 101
|
4/23/20
|
Effective Strategic Planning - Beyond the Budget
|
4/24/20
|
Interviewing Skills for Better Hires
|
4/24/20
|
The Evolution of Ransomware
|
4/27/20
|
Internal Controls for Lean Organizations
|
4/28/20
|
Strategic Planning for Community Banks
|
4/29/20
|
Top 10 HSA Issues
|
4/30/20
|
Emotional Intelligence
|
4/30/20
|
How to Disagree Without Being Disagreeable
|
| May 2020 |
| 5/5/20 |
Strategies for Family Banks
|
5/6/20
|
Employment Law Update
|
5/6/20
|
Leadership & Negotiation Skills for the Workplace
|
5/7/20
|
Agricultural Finance Update - Credit Impacts of the Current Environment |
| 5/8/20 |
Managing Generations in Today’s Workplace |
| 5/12/20 |
Commercial and Industrial Lending in Today's Competitive Market |
| 5/13/20 |
Employment Law Update |
| 5/15/20 |
Cyber Incident Response Best Practices |
| 5/19/20 |
Problem Loan Workout in Today's Market |
| 5/20/20 |
Employment Law Update
|