Event Calendar

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June 6, 2023June 9, 2023 CBU - Compliance Institute (1/2) 
June 6, 2023
9:00 AM - 10:30 AM
Webinar - Compliance Management Systems 
June 7, 2023
9:30 AM - 10:00 AM
FRB Webinar: Bank Term Funding Program Overview 
June 7, 2023
1:00 PM - 2:30 PM
Webinar - Branch Managers & Head Tellers: Managing the Critical Aspects 
June 8, 2023
1:00 PM - 2:30 PM
Webinar - Creating a Seamless Accountholder Experience: Culture, Service, Retention 
June 12, 2023
9:00 AM - 10:00 AM
Webinar - Section 1071: Developing a Data Collection Process Under the Final Rules 
June 13, 2023June 15, 2023 CBU - Compliance Institute (2/2) 
June 13, 2023June 14, 2023 Virtual Conference - 2023 Human Resources & Management Conference 
June 13, 2023
1:00 PM - 2:30 PM
Webinar - Top 10 Hot Spots on Compliance Exams 
June 14, 2023
8:00 AM - 3:30 PM
CBU - Commercial Real Estate Lending Seminar 
June 15, 2023
8:00 AM - 3:30 PM
CBU - Analyzing Your Bank’s Financial Statement 
June 15, 2023
9:00 AM - 10:30 AM
Webinar - Advertising Compliance: Web, Text, Print, TV & Radio 
June 20, 2023
9:00 AM - 10:30 AM
Webinar - Intermediate Collector: Refining Collections Skills 
June 21, 2023
9:00 AM - 10:30 AM
Webinar - FFIEC Cybersecurity Assessments: Recent Findings & Recommendations 
June 22, 2023
1:00 PM - 2:30 PM
Webinar - Nonperforming Employees: Managing & Documenting 
June 26, 2023June 30, 2023 CBU - Risk Management Institute 
June 26, 2023
9:00 AM - 10:30 AM
Webinar - Recent Overdraft Cases Before the CFPB 
June 27, 2023
9:00 AM - 10:30 AM
Webinar - Consumer Real Estate Appraisal Reviews 
June 28, 2023
9:00 AM - 10:30 AM
Webinar - Reg CC Update, Review, RDC & Reg D 
June 29, 2023
9:00 AM - 10:30 AM
Webinar - Handling Consumer Complaints & Disputes Fairly & Accurately 
July 6, 2023
9:00 AM - 10:30 AM
Webinar - Powers of Attorney & Deposit Accounts: Variations, Permissions, Red Flags, Multiple Signers 
July 6, 2023
1:00 PM - 2:30 PM
Webinar - Accounting Foundations for Lenders 
July 11, 2023
1:00 PM - 2:30 PM
Webinar - Strategic Planning for Community Banks 
July 12, 2023
9:00 AM - 10:30 AM
Webinar - Handling Trusts & Other Fiduciary Accounts 
July 13, 2023
9:00 AM - 10:00 AM
Webinar - Website Compliance: Best Practices & Common Issues 
July 13, 2023
1:00 PM - 2:30 PM
Webinar - Successful Skip Tracing Techniques for Locating Borrowers & Recovering Collateral 
July 18, 2023
9:00 AM - 10:30 AM
Webinar - Call Report Preparation: Avoiding Common Errors 
July 18, 2023
1:00 PM - 2:30 PM
Webinar -Unpacking Adverse Action Requirements 
July 20, 2023
9:00 AM - 10:00 AM
Webinar - BSA Overview for Non-Transactional & Support Staff 
July 20, 2023
1:00 PM - 2:30 PM
Webinar - Treasury Management: A Powerful Tool to Increase Deposits & Fee Income 
July 25, 2023
1:00 PM - 2:30 PM
Webinar - Proven Steps to Successful Business Development: Prospects, Scripts, Overcoming Objections & Measuring Performance 
July 27, 2023July 29, 2023 2023 Annual Meeting 
August 1, 2023August 2, 2023 CBU - Vendor Management Seminar 
August 1, 2023
9:00 AM - 10:00 AM
Webinar - Old-School Check Fraud; New RDC Tricks 
August 2, 2023
7:30 AM - 3:30 PM
CBU - Agricultural Credit Analysis Seminar 
August 2, 2023
1:00 PM - 2:30 PM
Webinar - IT Audit Options: How to Choose the Right One for Your Institution 
August 3, 2023
7:30 AM - 3:30 PM
CBU - Troubled Loans and Credit Management Seminar 
August 3, 2023
1:00 PM - 2:30 PM
Webinar - Marijuana Policy & Best Practices: Handling Employee Medical & Recreational Use 
August 7, 2023August 9, 2023 CBU - BSA/AML Institute 
August 8, 2023
9:00 AM - 10:30 AM
Webinar - What Reg E & the Nacha Rules Mean to You, Including Dealing with Discordant Rules 
August 14, 2023August 15, 2023 CBU - CFO Forum 
August 15, 2023August 17, 2023 CBU - Credit Analyst Institute 
August 15, 2023August 16, 2023 Virtual Conference - 2023 Strategic Technologies Conference 
August 15, 2023
9:00 AM - 10:30 AM
Webinar - Working with Troubled Loans: Extensions, Deferments, Re-Aging, Refinancing & Incentives 
August 16, 2023August 18, 2023 CBU - Community Bank Human Resources Seminar 
August 17, 2023
9:00 AM - 10:30 AM
Webinar - Measuring the ROI of Your Digital Marketing Strategy 
August 17, 2023
1:00 PM - 2:30 PM
Webinar - Job-Specific Compliance Training for Deposit Operations 
August 20, 2023August 25, 2023 CBU - Commercial Lending Institute 
August 22, 2023August 24, 2023 CBU - Advanced IT Seminar 
August 23, 2023
9:00 AM - 10:30 AM
Webinar - SARs & Cyber Crimes 
August 24, 2023
9:00 AM - 10:30 AM
Webinar - Debit Card Payment Fundamentals 
August 28, 2023August 30, 2023 CBU - Bank Security Institute 
August 30, 2023
9:00 AM - 10:00 AM
Webinar - Five Steps for E-SIGN Compliance 
August 31, 2023
9:00 AM - 10:30 AM
Webinar - Record Retention & Destruction Policy & Timeframes 
September 5, 2023
9:00 AM - 10:30 AM
Webinar - ACH & P2P Payments: Perils & Protections 
September 6, 2023
9:00 AM - 10:30 AM
Webinar - Regulation CC for Tellers 
September 7, 2023
7:30 AM - 11:30 AM
CBU - Bank Director Forum – Session 3 
September 7, 2023
9:00 AM - 10:30 AM
Webinar - ECOA & Fair Lending: Examiner Hot Buttons 
September 10, 2023September 13, 2023 CBU - Consumer Lending Institute 
September 12, 2023
1:00 PM - 2:30 PM
Webinar - ACH Return Reason Codes: Commonly Used & Misused Codes 
September 13, 2023
9:00 AM - 10:30 AM
Webinar - HMDA Part 1: Application Basics 
September 14, 2023September 15, 2023 2023 Lenders Conference 
September 14, 2023
9:00 AM - 10:30 AM
Webinar - Your Consumer Borrower Filed Bankruptcy, Now What? Chapters 7 & 13 
September 17, 2023September 22, 2023 CBU - Audit Institute 
September 19, 2023
9:00 AM - 10:30 AM
Webinar - Traditional & Roth IRAs Part A: Eligibility, Contributions, Rollovers & Transfers 
September 20, 2023September 22, 2023 CBU - Community Bank Marketing Seminar 
September 20, 2023
9:00 AM - 10:30 AM
Webinar - Business Accounts: Setup, Management & Authority 
September 21, 2023
9:00 AM - 10:30 AM
Webinar - BSA for Operations Personnel 
September 25, 2023September 28, 2023 CBU - Annual Current Issues/Certification Conference 
September 25, 2023
9:00 AM - 10:30 AM
Webinar - Top ACH Audit Findings & Tips to Avoid Them 
September 26, 2023
1:00 PM - 2:30 PM
Webinar - Understanding CAMELS Components & Risk 
October 1, 2023October 4, 2023 CBU - Credit Analyst Institute 
October 1, 2023October 6, 2023 CBU - Compliance Institute 
October 3, 2023
9:00 AM - 10:30 AM
Webinar - Fighting Fraud: Recognizing Red Flags & Assisting Accountholders 
October 4, 2023
9:00 AM - 10:30 AM
Webinar - Traditional & Roth IRAs Part B: Distributions, Taxation, Withholding & Penalties 
October 5, 2023
9:00 AM - 10:30 AM
Webinar - TRID Breakdown Part 1: Loan Estimate for Fixed-Purchase, Variable-Refinance & Construction-Perm 
October 10, 2023
9:00 AM - 10:30 AM
Webinar - 20 Common Mistakes in Consumer Collection 
October 11, 2023October 12, 2023 CBU - IT General Controls Seminar 
October 11, 2023October 12, 2023 CBU - Annual Directors Conference 
October 11, 2023
9:00 AM - 10:00 AM
Webinar - HMDA Part 2: Demographic Collection 
October 12, 2023
9:00 AM - 10:30 AM
Webinar - Stress Testing Your Loan Portfolio 
October 15, 2023October 19, 2023 CBU - IT Institute 
October 18, 2023
9:00 AM - 10:30 AM
Webinar - Annual MLO Requirements & SAFE Act Compliance 
October 19, 2023
9:00 AM - 10:30 AM
Webinar - When a Borrower Dies: Next Steps 
October 23, 2023October 26, 2023 CBU - Annual Current Issues/Certification Conference 
October 24, 2023
9:00 AM - 10:30 AM
Webinar - Commercial Lending Basics: Risks, Scrutiny, Safeguards, Collateral & More 
October 25, 2023
9:00 AM - 10:30 AM
Webinar - Accurately Completing the W-9, W-8BEN, W-8BENE, 1099-INT & 1042-S 
October 26, 2023
9:00 AM - 10:30 AM
Webinar - HMDA Part 3: Commercial Loans 
October 30, 2023
1:00 PM - 2:30 PM
Webinar - Banking Legal Marijuana Businesses 
November 1, 2023
1:00 PM - 2:30 PM
Webinar - UDAAP & Debt Collection 
November 2, 2023
1:00 PM - 2:30 PM
Webinar - Robbery: Prevention, Safety & Current Threats 
November 7, 2023November 9, 2023 CBU - BSA/AML Institute 
November 7, 2023November 8, 2023 Virtual Conference - Emerging Leaders 
November 8, 2023
9:00 AM - 10:30 AM
Webinar - Form 1099 Reporting: Third-Party Vendors, Foreclosures, Debt Forgiveness & More 
November 9, 2023
9:00 AM - 10:30 AM
Webinar - TRID Breakdown Part 2: Closing Disclosure for Fixed-Purchase, Variable-Refinance & Construction-Perm 
November 14, 2023
9:00 AM - 10:30 AM
Webinar - Overdraft Risks & Five Best Practices 
November 16, 2023
7:30 AM - 11:30 AM
CBU - Bank Director Forum – Session 4 
November 16, 2023
9:00 AM - 10:30 AM
Webinar - Notary Essentials, Virtual Notarizations & Legalities 
November 28, 2023
9:00 AM - 10:30 AM
Webinar - IRA Year-End Update: New & Important IRA Issues & Answers 
November 29, 2023
9:00 AM - 10:30 AM
Webinar - Opening NRA Accounts 
November 30, 2023
9:00 AM - 10:30 AM
Webinar - BSA for Lenders 
December 5, 2023
9:00 AM - 10:30 AM
Webinar - Proper Repossession, Notice & Sale of Non-Real Estate Collateral 
December 5, 2023December 6, 2023 Virtual Conference - Marketing 
December 6, 2023
1:00 PM - 2:30 PM
Webinar - HELOC How-To In-Depth 
December 12, 2023
9:00 AM - 10:00 AM
Webinar - CECL... One Year In 
December 13, 2023
9:00 AM - 10:30 AM
Webinar - Elder Fraud Issues 
December 14, 2023
9:00 AM - 10:00 AM
Webinar - BSA for Officers & Directors 
December 19, 2023
9:00 AM - 10:30 AM
Webinar - Board Secretary: Documenting Minutes, Corrections & Disagreements 
December 21, 2023
9:00 AM - 10:30 AM
Webinar - When a Depositor Dies: Next Steps 

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