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169 results of "Banking & Insurance x" and "Insurance x"
On-Demand Webinar

Part 1- How to Write Right for Better Business Communication

Good leaders walk the talk, but they also “write right”. They know how to say in a few words what needs to be said in crisp, clear language. The road to bad communication is paved with good intentions but poor construction. Readers know when subjects and verbs ...

On-Demand Webinar

Behavioural Interviews-500% More Effective Than Traditional Methods

Regardless of skill, hiring a person who is a bad fit is the wrong decision. In fact, traditional interviewing predicts future success by only 10%. With a bad fit, the employee is never going to reach optimum performance, or be fully engaged, and they are like ...

Recorded Webinar

Analyzing Personal Financial Statements

This webinar will allow participants to effectively analyze borrowers’ personal financial statements. 

On-Demand Webinar

Fair Housing Guidance for Condominium, Cooperative, and Homeowner Associations

An association may have the right to approve or reject new residents and establish association policies and procedures, but it may not discriminate because of a protected characteristic while doing so.

On-Demand Webinar

AML Red Flags – Signs of Money Laundering

Most bankers will only run into a few actual money laundering cases in their careers.  Thus, they are looking for money laundering but have very limited knowledge of what money laundering looks like and how to spot it.  To address this difficulty, I have devel ...

On-Demand Webinar

Banks and Identity Theft

Financial identity theft occurs when someone uses another consumer’s personal information (name, social security number, etc) with the intent of conducting multiple transactions to commit fraud that results in substantial harm or inconvenience to the victim.  ...

Recorded Webinar

Advanced Commercial Banking & Lending: How to Evaluate Financial Performance,Forecast Repayment Ability,Improve Shareholder Value

Banking commercial borrowers require lenders to evaluate both repayment ability, and, in turn, necessitates analyzing both the short-term and long-term potential of borrowers.  Enough positive cash flow to repay creditors and reward owners comes from solid fin ...

Recorded Webinar

AML/BSA Basics, Compliance and Current Issues

Money laundering continues to be a national concern.  High levels of drug-related activity and violence have drawn additional attention In the form of the AML Act of 2022.  The Act will up the power of Fincen and change their role in im[lamenting Customer Due ...

On-Demand Webinar

Writing an Effective Credit Memo

This webinar will expose participants to process and a detailed outline that will enable you to write an effective credit memo. The learning objectives are:  To make you a better banker To understand the importance of good written communication To improve ...

On-Demand Webinar

Financial Projections for Determining Long-Term Cash Flow Repayment Ability

The session will explain the importance of revenues in projecting financial statements and cash flow.  Then the session will show participants how to project the income statement, balance sheet, and cash flow to calculate the loan amount needed to support proj ...