The Banking Bonus Time Podcast
By Powered by FinEd
The Banking Bonus Time PodcastNov 21, 2023
Mortgage Bankers Association Prediction on CRE Loan Volume Q&A with David Reed
CEO and former bank executive, Larry Williams, chats with attorney and compliance expert, David Reed, about a recent prediction made by the Mortgage Bankers Association concerning commercial real estate lending volume and risk.
Tumbling occupancy, rising interest rates, and concentrations in CRE loans may spell trouble for many community banks. Learn about the risks your bank may be facing in these areas, as well as how recent events are influencing CRE values and loan volume across the country.
After the podcast, be sure to check out David’s webinar, New Policy Statement on CRE Accommodations & Workouts. Register and learn more here. Podcast listeners can also use coupon code POLICY10 for 10% off. This coupon is valid through February 2024.
Here is a quick breakdown of what is covered during the podcast:
[1:52] What did the Mortgage Bankers Association predict, and how do you see that affecting our community financial institutions?
[4:20] How does the recent WeWork bankruptcy filing fit in?
[8:24] Do you see regulators looking more closely on CRE concentrations in upcoming exams?
[13:40] How will the rising interest rates affect CRE loans due for a rate adjustment?
[17:39] Is there a connection between the failures of Silicon Valley and Signature Banks and the current state of commercial real estate?
[21:30] What else should our listeners be looking out for in managing their CRE portfolio risk?
[25:58] Board’s role in CRE Risk management
Check out these links for more info!
Webinar Registration: https://financialedinc.com/New-Policy-Statement-on-CRE-Accommodations-Workouts
Speaker’s Website: https://reedandjolly.com/
Questions? support@financialedinc.com
Follow us on LinkedIn: https://www.linkedin.com/company/cbwn
See us on Instagram: https://www.instagram.com/cbwebinars/
Like us on Facebook: https://www.facebook.com/cbwebinars
Tweet us on Twitter: https://twitter.com/cbwebinars
Read our blog: https://financialedinc.com/blog
New Beneficial Ownership Rules Q&A with Deborah Crawford
CEO and former banker, Larry Williams, chats with compliance expert, Deborah Crawford, about the new beneficial ownership rules and what that means to business owners and your institution.
Find out when new business account holders and existing business owners need to comply with the new rules, the reason for the changes, and who has access to your information. Plus get 10% off the webinar, Countdown to New Beneficial Ownership Rules: Effective January 1, 2024.
After the podcast, be sure to check out Deb’s webinar, Countdown to New Beneficial Ownership Rules: Effective January 1, 2024. Register and learn more here. Podcast listeners can also use the coupon code BENEFICIAL10 for 10% off. This coupon is valid through February 2024.
Here is a quick breakdown of what is covered during the podcast:
[1:40] When do account holders actually have to comply with the new beneficial ownership rules, effective Jan. 1, 2024?
[2:35] Has the definition and exemptions of a beneficial owner changed?
[3:25] What is a reporting company?
[4:03] What is a company applicant?
[4:45] What is the overarching reason the government is making these changes?
[5:45] Who will be able to look at your registered information? Is it a public network or a private network?
Check out these links for more info!
- Webinar Registration: https://financialedinc.com/Countdown-to-New-Beneficial-Ownership-Rules-Effective-January-1-2024
- Speaker’s Website: https://financialedinc.com/deborah-crawford
- Questions? support@financialedinc.com
- Follow us on LinkedIn: https://www.linkedin.com/company/cbwn
- See us on Instagram: https://www.instagram.com/bankwebinars
- Like us on Facebook: https://www.facebook.com/bankwebinars
- Tweet us on Twitter:https://twitter.com/bankwebinars
- Read our blog: https://financialedinc.com/blog
Interest Rate Risk Management Q&A with Dale Sheller
During this episode, Larry chats with Dale Sheller with the Baker Group about why the Federal Reserve recently decided to not increase interest rates, the implications of the tightening cycle on margins, preparations of financial institutions for the end of the tightening cycle, the reasons for an inverted yield curve, regulators' responses to unrealized investment portfolio losses, and the benefits and structure of the bank term funding program in mitigating risk.
After the podcast, be sure to check out Dale’s complimentary webinar, Interest Rate Risk Management Today. Register for this free webinar here: https://fin-ed.info/3JMOULq
Here is a quick breakdown of what is covered during the podcast:
[1:12] The Fed skipped raising interest rates at the last meeting – why did they do that and are they done raising interest rates?
[2:24] Is the recent fast-tightening cycle good news for net interest margins?
[4:27] How fast does the cost of funds catch up to the yield on earning assets? Has it been faster in this cycle?
[5:27] How are financial institutions preparing for the Fed to end the tightening cycle?
[7:50] Why do we have an inverted yield curve?
[9:42] How are regulators responding to unrealized losses on investment portfolios, and why?
[11:38] What are the advantages of the bank term funding program for financial institutions?
[14:37] Could the bank term funding program mitigate the risk of unrealized losses?
[16:05] Deposits increased dramatically over the pandemic, has that trend slowed down? Are financial institutions seeing most of these deposits as ‘hot money’ or core deposits?
Check out these links for more info!
Speaker’s Website: https://www.gobaker.com/
Questions? support@financialedinc.com
Follow us on LinkedIn: https://www.linkedin.com/company/cbwn
Like us Facebook: https://www.facebook.com/bankwebinars
Tweet us on Twitter: https://twitter.com/bankwebinars
Read our blog: https://financialedinc.com/blog
Treasury Management Q&A With Marcia Malzahn
In this week’s episode Marcia Malzahn does a Q&A on treasury management. She will detail why your community bank needs to implement this powerful tool to not only grow your core deposits but provide a sustainable source of income.
After the podcast, be sure to check out Maria’s webinar Treasury Management: A Powerful Tool to Increase Deposits & Fee Income. Register and learn more here: https://fin-ed.info/40nIZSA. Podcast listeners can also use coupon code TREASURY10 for 10% off this timely webinar. This coupon is valid through December 2023.
Here is a quick breakdown of what is covered during the podcast:
[1:14] Treasury management definition and the importance of having a strong treasury management department.
[1:54] Account analysis statement: how your community bank can put it to good use.
[03:51] The most common treasury management services that community banks need to offer to their account holders.
[05:56] Where does treasury management belong in the organizational chart?
[8:15] How treasury management works with the team and does it require more than one person to run the department?
Check out these links for more info!
Webinar Registration: https://fin-ed.info/40nIZSA
Speaker’s Website: https://malzahnstrategic.com/
Questions? support@financialedinc.com
Follow us on LinkedIn: https://www.linkedin.com/company/cbwn
Like us Facebook: https://www.facebook.com/bankwebinars
Tweet us on Twitter: https://twitter.com/bankwebinars
Read our blog: https://financialedinc.com/blog
Branch Managers & Head Tellers With Molly Stull
How is your team’s teamwork? What are you doing to increase/improve their efficiency, professionalism, communication, and accuracy?
During this episode, we visit with Molly Stull of Brode Consulting Services about some of the critical aspects that branch managers and head tellers need to be mindful of as leaders within their banks. After the podcast, be sure to check out Molly’s webinar titled, Branch Managers & Head Tellers: Managing the Critical Aspects: https://fin-ed.info/3qUihF6.
Podcast listeners can use the coupon code MANAGER10 for 10% off this informative webinar. This coupon code is valid through December 2023.
Here is a quick breakdown of what is covered during the podcast:
[1:23] What are the critical aspects that branch managers and head tellers need to manage?
[2:20] What are the benefits of a high-functioning team?
[3:14] What are the risks of NOT focusing on teamwork within a branch?
[4:13] What are the first two or three things a new branch manager should focus on?
[7:00] Can leadership be learned?
[7:43] What’s the difference between managing and coaching employees?
[8:18] Tips for time management.
[11:50] Trust your team.
Check out these links for more info!
Speaker’s Website: https://www.brodeconsulting.com/
Questions? support@financialedinc.com
Follow us on LinkedIn: https://www.linkedin.com/company/cbwn
Like us Facebook: https://www.facebook.com/bankwebinars
Tweet us on Twitter: https://twitter.com/bankwebinars
Read our blog: https://financialedinc.com/blog
Strategic Planning Q&A With Marcia Malzahn
In this week’s episode Marcia Malzahn does a Q&A on strategic planning. She will answer why your institution needs to have a strategic plan in place and why it needs to be incorporated into enterprise risk management and so much more.
After the podcast, be sure to check out Maria’s webinar Strategic Planning for Community Banks. Register and learn more here: https://fin-ed.info/3H0iV9e. Podcast listeners can also use coupon code STRATEGIC10 for 10% off this timely webinar. This coupon is valid through December 2023.
Here is a quick breakdown of what is covered during the podcast:
[01:14] Should you have a strategic plan in place?
[02:14] Find out why enterprise risk management (ERM) is being incorporated into the strategic planning process.
[03:39] Everyone at the community bank should be a part of strategic planning, why is human resources not included in the process?
[05:20] Senior leadership needs to be a part of the process, but does the board of directors?
[06:14] The biggest challenge community banks have related to strategic planning.
Check out these links for more info!
Webinar Registration: https://fin-ed.info/3H0iV9e
Speaker’s Website: https://malzahnstrategic.com/
Questions? support@financialedinc.com
Follow us on LinkedIn: https://www.linkedin.com/company/cbwn
Like us Facebook: https://www.facebook.com/bankwebinars
Tweet us on Twitter: https://twitter.com/bankwebinars
Read our blog: https://financialedinc.com/blog
CECL Q&A With Steve Schiltz
The new CECL accounting standard fundamentally changed the way that community banks estimate loan losses and resulted in material equity adjustments for many. What are regulators focusing on? Is there one “preferred” methodology? What impacts has CECL had on financial statements?
Join us for a Q&A with Stephen Schiltz of CLA as he answers these questions and more about the newly implemented Current Expected Credit Losses (CECL) methodology. After the podcast, be sure to check out Steve’s webinars about CECL:
CECL: What Auditors & Regulators Will Expect: https://fin-ed.info/3qwbUry
TDR Comeback: Qualification Under CECL & End of CARES Act: https://fin-ed.info/3WQdctm
Podcast listeners can use the coupon code CECL10 for 10% off both of these timely webinars. This coupon is valid through December 2023.
Here is a quick breakdown of what is covered during the podcast:
[1:45] How prepared were financial institutions for CECL’s final implementation?
[3:17] Is there one specific methodology that regulators will be looking for banks to be using?
[4:47] Quantitative analysis vs. qualitative analysis.
[7:20] TDR accounting under CECL.
[9:44] Troubled loan modifications in the current economic environment.
[10:48] What are the top two or three red flags that you’ve seen in CECL models being used right now?
[12:51] Validating a forward-looking model with historical data.
[13:59] Impacts of CECL on other than loans.
[15:50] Impacts of CECL on financial statements.
Check out these links for more info!
Speaker’s Website: https://www.claconnect.com/en
Questions? support@financialedinc.com
Follow us on LinkedIn: https://www.linkedin.com/company/cbwn
Like us Facebook: https://www.facebook.com/bankwebinars
Tweet us on Twitter: https://twitter.com/bankwebinars
Read our blog: https://financialedinc.com/blog
ACH, RTP & FedNow: What You Need to Know Now
[1:10] Is there ETA on debits for Real Time Payments or Fednow?
[2:13] Some financial institutions charge for Same Day ACH, but do they charge their account holders for RTP payments and for the coming FedNow payments or is it a free service?
[5:00] What potential for fraud do you need to be aware of?
[9:16] If an ACH is received through a service provider, do financial institutions need to contact Fed if interested in FedNow?
[10:15] Can funds be accessed with both direct connection and via service provider?
[10:47] What type of payment processing system is peer-to-peer (P2P) payments considered?
[13:38] Do Real Time Payments move through the traditional rails?
[14:18] How are accounts linked for transfer on RTP and FedNow?
In this week’s episode Shelly Sipple with EPCOR answers some common questions from her webinar tilted Emerging Payments: Embracing Same Day ACH, RTP & FedNow. Register and learn more here: https://fin-ed.info/3P0OOjg. Podcast listeners can also use coupon code EMERGINGPAYMENTS for 10% off this timely webinar. This coupon is valid through February 2023.
Check out these links for more info!
Webinar Registration: https://fin-ed.info/3P0OOjg
Speaker’s Website: https://www.epcor.org/wcm/About_Us/wcm/about/about_us.aspx
Questions? support@financialedinc.com
Follow us on LinkedIn: https://www.linkedin.com/company/cbwn
Like us Facebook: https://www.facebook.com/bankwebinars
Tweet us on Twitter: https://twitter.com/bankwebinars
Read our blog: https://financialedinc.com/blog
Understanding Analytics: Common Questions with Eric Cook
[0:53] How does Google Analytics metric work?
[3:20] Facebook and LinkedIn don’t work with Google Analytics. What site information can be incorporated?
[6:05] Does Google rank video the same as written content?
[8:10] Should you only link to your own website, or should you link to other people’s websites?
[11:30] Should financial institutions have web pages on multiple platforms?
[14:34] Best ways to use Google Data Studio.
[17:10] Is it necessary to get information from Facebook and LinkedIn to use in Google Data Studio?
[19:50] Photos or Videos? What gains more engagement on social media?
[25:20] Is Canva a good product to use for social media marketing?
[28:22] Limitations of WordPress.
[31:52] Updating/Patching plugins.
[35:08] Did Meta remove the when your fans are online feature?
In this week’s episode, Eric Cook with WSI Digital answers some common questions from his webinar tilted, Measure It to Manage It: Understanding Analytics & How to Determine Online Success. Register and learn more here: https://fin-ed.info/3oU98YX Podcast listeners can also use coupon code DATAANALYTICS for 10% off this timely webinar. This coupon is valid through December 2022.
Check out these links for more info!
Webinar Registration: https://fin-ed.info/3oU98YX
Speaker’s Website: https://www.wsiworld.com/
Questions? support@financialedinc.com
Follow us on LinkedIn: https://www.linkedin.com/company/cbwn
Like us Facebook: https://www.facebook.com/bankwebinars
Tweet us on Twitter: https://twitter.com/bankwebinars
Read our blog: https://financialedinc.com/blog
Basics of Consumer Lending
[01:04] Differences between commercial and consumer lending.
[02:51] What is a consumer and consumer credit under Regulation B?
[03:42] Common mistakes made by consumer lenders.
[05:46] What does it take to be a good consumer lender?
[06:45] Role of a consumer lender.
[07:58] Consumer lending process.
[08:41] The “TION” method of making a loan.
In this week’s episode Jeffery Johnson covers the basics of consumer lending from his webinar, Consumer Underwriting 101: From Application to Approval. Register and learn more here: https://fin-ed.info/3mOmGUH. Podcast listeners can also use coupon code UNDERWRITING101 for 10% off this timely webinar. This coupon is valid through September 2022.
Check out these links for more info!
Webinar Registration: https://fin-ed.info/3mOmGUH
Questions? support@financialedinc.com
Follow us on LinkedIn: https://www.linkedin.com/company/cbwn
Like us Facebook: https://www.facebook.com/bankwebinars
Tweet us on Twitter: https://twitter.com/bankwebinars
Read our blog: https://financialedinc.com/blog
Medallion Stamp: What Is It and What Does It Cover?
[1:20] The three medallion stamp security features.
[4:38] Does the transfer agent need to validate the signature on the medallion stamp?
[6:15] What is a transfer agent and what do they do?
[7:51] How to handle a situation where a customer wants you to use a medallion stamp that is not a security transaction.
[9:40] Other products that DO require a medallion stamp.
[11:32] What if the stock being transferred is valued higher than your medallion bond?
In this week’s episode Elizabeth Fast covers medallion signature equipment components, the risk of not safeguarding it, transactions that are not covered, as well as what you should do if the transaction is higher than your medallion bond. To register for the OnDemand webinar, Medallion & Signature Guarantee Risks, Rules & Best Practices, please use this link: https://fin-ed.info/3sVTXAK. Podcast listeners can also use coupon code MEDALLION for 10% off this timely webinar. This coupon is valid through August 2022.
Check out these links for more info!
Webinar Registration: https://fin-ed.info/3sVTXAK
Questions? support@financialedinc.com
Follow us on LinkedIn: https://www.linkedin.com/company/cbwn
Like us Facebook: https://www.facebook.com/bankwebinars
Tweet us on Twitter: https://twitter.com/bankwebinars
Read our blog: https://financialedinc.com/blog
An In-Depth Look at Regulation Z's Amended Qualified Mortgage (QM) Rule with Michael Christians
Welcome to the Banking Bonus Time Podcast. Produced and presented by the Community Bankers Webinar Network, Powered by FinEd. Today we will be listening to a clip from Michael Christian's webinar An In-Depth Look at Regulation Z's Amended Qualified Mortgage (QM) Rule.
Find An In-Depth Look at Regulation Z's Amended Qualified Mortgage (QM) Rule here: https://fin-ed.info/3uW44Wx
Michael Christians Consulting Website: https://www.mchristiansconsulting.com/
Find Michael on LinkedIn: https://www.linkedin.com/in/michael-christians-3a435a7b
Find us on LinkedIn: https://www.linkedin.com/company/cbwn
Give us a like on Facebook: https://www.facebook.com/bankwebinars
Follow us on Twitter: https://twitter.com/bankwebinars
Lending on Low-Income Housing Tax Credit Projects with Elizabeth Fast
Welcome to the Banking Bonus Time Podcast. Produced and presented by the Community Bankers Webinar Network, Powered by FinEd. Today we will be listening to a clip from Elizabeth Fast's webinar Lending on Low-Income Housing Tax Credit Projects.
Find Lending on Low-Income Housing Tax Credit Projects here: https://fin-ed.info/3JCVl1t
Spencer Fane LLP Website: https://www.spencerfane.com/
Find Elizabeth on LinkedIn: https://www.linkedin.com/in/elizabethfast
Find us on LinkedIn: https://www.linkedin.com/company/cbwn
Give us a like on Facebook: https://www.facebook.com/bankwebinars
Follow us on Twitter: https://twitter.com/bankwebinars
Improving Teller Performance with Molly Stull
Welcome to the Banking Bonus Time Podcast. Produced and presented by the Community Bankers Webinar Network, Powered by FinEd. Today we have Molly Stull with us to discuss her webinar Head Teller Development: Improving Teller Performance.
Find the full webinar Head Teller Development: Improving Teller Performance here: https://fin-ed.info/3FyotUJ
Brode Consulting website: https://www.brodeconsulting.com/
Find Molly on LinkedIn: https://www.linkedin.com/in/molly-stull-03aa54147
Find us on LinkedIn: https://www.linkedin.com/company/cbwn
Give us a like on Facebook: https://www.facebook.com/bankwebinars
Follow us on Twitter: https://twitter.com/bankwebinars
New Employee Required Training with Molly Stull
Welcome to the Banking Bonus Time Podcast. Produced and presented by the Community Bankers Webinar Network, Powered by FinEd. Today we have Molly Stull with us to discuss her webinar New Employee Required Training.
Find the full webinar New Employee Required Training here: https://fin-ed.info/3fpBpSr
Brode Consulting website: https://www.brodeconsulting.com/
Find Molly on LinkedIn: https://www.linkedin.com/in/molly-stull-03aa54147
Find us on LinkedIn: https://www.linkedin.com/company/cbwn
Give us a like on Facebook: https://www.facebook.com/bankwebinars
Follow us on Twitter: https://twitter.com/bankwebinars
Finding Lost Borrowers: The New World of Skip Tracing with David Reed
Welcome to the Banking Bonus Time Podcast. Produced and presented by the Community Bankers Webinar Network, Powered by FinEd. Today we will be listening in on an excerpt from David Reed’s webinar Finding Lost Borrowers: The New World of Skip Tracing.
Find the full webinar Finding Lost Borrowers: The New World of Skip Tracing here: https://fin-ed.info/3rjAAQr
Reed & Jolly website: https://reedandjolly.com/
Find David on LinkedIn: https://www.linkedin.com/in/david-reed-96390428
Find us on LinkedIn: https://www.linkedin.com/company/cbwn
Give us a like on Facebook: https://www.facebook.com/bankwebinars
Follow us on Twitter: https://twitter.com/bankwebinars
Reg E Investigation & Requirements for Debit Card Error Resolution with Michele Barlow
Welcome to the Banking Bonus Time Podcast. Produced and presented by the Community Bankers Webinar Network, Powered by FinEd. Today we have Michele Barlow with us to discuss her webinar Reg E Investigation & Requirements for Debit Card Error Resolution.
Find the full webinar Reg E Investigation & Requirements for Debit Card Error Resolution here: https://fin-ed.info/3nFe04b
Macha/PAR website: https://www.macha.org/aws/MACHA/pt/sp/home_page
Find Michele on LinkedIn: https://www.linkedin.com/in/michele-barlow-27630531/
Find us on LinkedIn: https://www.linkedin.com/company/cbwn
Give us a like on Facebook: https://www.facebook.com/bankwebinars
Follow us on Twitter: https://twitter.com/bankwebinars
Free Webinar! FedNow: Faster Payments, Future, Feasibility with Kevin Olsen
Welcome to the Banking Bonus Time Podcast. Produced and presented by the Community Bankers Webinar Network, Powered by FinEd. Today we have Kevin Olsen with us to discuss his webinar FedNow: Faster Payments, Future, Feasibility.
Find the complimentary webinar FedNow: Faster Payments, Future, Feasibility here: https://fin-ed.info/3dbv4sC
Payments Professor Website: https://www.paymentsprofessor.com/about-us
Find Kevin on LinkedIn: https://www.linkedin.com/in/paymentsprofessor/
Find us on LinkedIn: https://www.linkedin.com/company/cbwn
Give us a like on Facebook: https://www.facebook.com/bankwebinars
Follow us on Twitter: https://twitter.com/bankwebinars
Mastercard Debit Card Chargebacks with Diana Kern
Welcome to the Banking Bonus Time Podcast. Produced and presented by the Community Bankers Webinar Network, Powered by FinEd. Today we have Client Learning Strategist Diana Kern with us to discuss her webinar on Mastercard Debit Card Chargebacks.
Find Mastercard Debit Card Chargebacks here: https://fin-ed.info/3BZzih8
SHAZAM Website: https://www.shazam.net/
Find Diana on LinkedIn: https://www.linkedin.com/in/diana-kern-40726b197
Find us on LinkedIn: https://www.linkedin.com/company/cbwn
Give us a like on Facebook: https://www.facebook.com/bankwebinars
Follow us on Twitter: https://twitter.com/bankwebinars
Dormant Accounts, Unclaimed Property & Escheatment with Elizabeth Fast
Welcome to the Banking Bonus Time Podcast. Produced and presented by the Community Bankers Webinar Network, Powered by FinEd. Today we will be listening to a clip from Elizabeth Fast's webinar Dormant Accounts, Unclaimed Property & Escheatment.
Find Dormant Accounts, Unclaimed Property & Escheatment here: https://fin-ed.info/3B83w13
Spencer Fane LLP Website: https://www.spencerfane.com/
Find Elizabeth on LinkedIn: https://www.linkedin.com/in/elizabethfast
Find us on LinkedIn: https://www.linkedin.com/company/cbwn
Give us a like on Facebook: https://www.facebook.com/bankwebinars
Follow us on Twitter: https://twitter.com/bankwebinars
The TRID Dirty Dozen: Navigating the Landmines with Dawn Kincaid
Welcome to the Banking Bonus Time Podcast. Produced and presented by the Community Bankers Webinar Network, powered by FinEd. Today we will be listening to a clip from Dawn Kincaid’s webinar The TRID Dirty Dozen: Navigating the Landmines.
Find The TRID Dirty Dozen: Navigating the Landmines here: https://fin-ed.info/3odLgAq
Brode Consulting Website: https://www.brodeconsulting.com/
Find Dawn on LinkedIn: https://www.linkedin.com/in/dawn-kincaid-01096557/
Find us on LinkedIn: https://www.linkedin.com/company/cbwn
Give us a like on Facebook: https://www.facebook.com/bankwebinars
Follow us on Twitter: https://twitter.com/bankwebinars
Comparing Regulation E with Visa & Mastercard Rules with Diana Kern
Welcome to the Banking Bonus Time Podcast. Produced and presented by the Community Bankers Webinar Network, Powered by FinEd. Today we will be listening to a clip from Diana Kern's webinar Comparing Regulation E with Visa & Mastercard Rules.
Find Comparing Regulation E with Visa & Mastercard Rules here: https://fin-ed.info/3li4T7i
SHAZAM Website: https://www.shazam.net/
Find Diana on LinkedIn: https://www.linkedin.com/in/diana-kern-40726b197
Find us on LinkedIn: https://www.linkedin.com/company/cbwn
Give us a like on Facebook: https://www.facebook.com/bankwebinars
Follow us on Twitter: https://twitter.com/bankwebinars
New Accounts Series: Regulatory Alphabet for Deposit Accounts with Michael Christians
Welcome to the Banking Bonus Time Podcast. Produced and presented by the Community Bankers Webinar Network, Powered by FinEd. Today we have Michael Christians with us to discuss his webinar as a part of the New Account Series: Regulatory Alphabet for Deposit Accounts.
Find New Accounts Series: Regulatory Alphabet for Deposit Accounts here: https://fin-ed.info/3yuBV8X
Michael Christians Consulting Website: https://www.mchristiansconsulting.com/
Find Michael on LinkedIn: https://www.linkedin.com/in/michael-christians-3a435a7b
Find us on LinkedIn: https://www.linkedin.com/company/cbwn
Give us a like on Facebook: https://www.facebook.com/bankwebinars
Follow us on Twitter: https://twitter.com/bankwebinars
Collection Series: Chapter 7 & 13 Consumer Bankruptcies: Special Rules, Cramdowns & Risks with Elizabeth Fast
Welcome to the Banking Bonus Time Podcast. Produced and presented by the Community Bankers Webinar Network, Powered by FinEd. Today we will be listening to a clip from Elizabeth Fast's webinar as a part of the Collection Series: Chapter 7 & 13 Consumer Bankruptcies: Special Rules, Cramdowns & Risks.
Find Chapter 7 & 13 Consumer Bankruptcies: Special Rules, Cramdowns & Risks here: https://fin-ed.info/3k79RmG
Spencer Fane LLP Website: https://www.spencerfane.com/
Find Elizabeth on LinkedIn: https://www.linkedin.com/in/elizabethfast
Find us on LinkedIn: https://www.linkedin.com/company/cbwn
Give us a like on Facebook: https://www.facebook.com/bankwebinars
Follow us on Twitter: https://twitter.com/bankwebinars
Marketing in 2021: Virtual Relationships & the New Consumer with Eric Cook
Welcome to the Banking Bonus Time Podcast. Produced and presented by the Community Bankers Webinar Network, Powered by FinEd. Today we have Eric Cook with us to discuss his webinar on Marketing in 2021: Virtual Relationships & the New Consumer.
Find Marketing in 2021: Virtual Relationships & the New Consumer with Eric Cook here: https://fin-ed.info/3gj2qqD
WSI Digital Marketing Website: https://www.poweredbywsi.com
Find Eric on LinkedIn: https://www.linkedin.com/in/ericcookmba
Remote Workforce Series: Moving to the Cloud: Remote Management of Risks to Customer Data with Mark Shaffer, John Moeller and Shane Hendrix
Welcome to the Banking Bonus Time Podcast. Produced and presented by the Community Bankers Webinar Network, Powered by FinEd. Today we have John Moeller, Mark Shaffer, and Shane Hendrix with us to discuss their webinar as a part of the Remote Workforce Series: Moving to the Cloud: Remote Management of Risks to Customer Data.
Find Remote Workforce Series: Moving to the Cloud: Remote Management of Risks to Customer Data here: https://fin-ed.info/36Ne5d4
CLA Website: https://www.claconnect.com/
Find John on LinkedIn: https://www.linkedin.com/in/johnemoeller
Find Mark on LinkedIn: https://www.linkedin.com/in/mark-shaffer-pmp-cssbb-safe-5688241
Find Shane's profile here: https://financialedinc.com/a/icbsd/presenter/shane-hendrix
Current Trends in Cyber Crime & Payments Fraud with John Moeller and Barbie Housewright
Welcome to the Banking Bonus Time Podcast. Produced and presented by the Community Bankers Webinar Network, Powered by FinEd. Today we have John Moeller and Barbie Housewright with us to discuss their webinar on Current Trends in Cyber Crime & Payments Fraud.
Find Current Trends in Cyber Crime & Payments Fraud with John Moeller and Barbie Housewright here: https://fin-ed.info/2SPLxMy
CLA Website: https://www.claconnect.com/
Find John on LinkedIn: https://www.linkedin.com/in/johnemoeller
Find Barbie on LinkedIn: https://www.linkedin.com/in/barbie-housewright-18980414a
Developments in Bank Mergers & Acquisitions with Phil Buffington
Welcome to the Banking Bonus Time Podcast. Produced and presented by the Community Bankers Webinar Network, Powered by FinEd. Today we have Phil Buffington from Adams and Reese, LLP with us to discuss his webinar on Developments in Bank Mergers & Acquisitions.
Find Developments in Bank Mergers & Acquisitions with Phil Buffington here: https://fin-ed.info/34XQaXt
Adams and Reese Website: https://www.adamsandreese.com/people/c-phillip-buffington
Find Phil on LinkedIn: https://www.linkedin.com/in/phillip-buffington-35b74964
Residential Appraisal Reviews from Start to Finish with Dawn Kincaid
Welcome to the Banking Bonus Time Podcast. Produced and presented by the Community Bankers Webinar Network, Powered by FinEd. Today we have Dawn Kincaid from Brode Consulting Services with us to discuss her webinar on Residential Appraisal Reviews from Start to Finish.
Find Residential Appraisal Reviews from Start to Finish with Dawn Kincaid here: https://fin-ed.info/3irUuX0
Brode Consulting Services Website: https://www.brodeconsulting.com/dawn-kincaid
Find Dawn on LinkedIn: https://www.linkedin.com/in/dawn-kincaid-01096557
Residential Construction-Only & Construction-To-Permanent Lending: Compliance & FAQs With Bill Elliott
Welcome to the Banking Bonus Time Podcast. Produced and presented by the Community Bankers Webinar Network, Powered by FinEd. Today we have Certified Regulatory Compliance Manager Bill Elliott with us to discuss his webinar on Residential Construction-Only & Construction-To-Permanent Lending.
Find Residential Construction-Only & Construction-To-Permanent Lending: Compliance & FAQs with Bill Elliot here: https://fin-ed.info/3up1vtM
Young & Associates, Inc. Website: https://www.younginc.com/
Find Bill on LinkedIn: https://www.linkedin.com/in/bill-elliott-8b124369/
Calculating Cash Flow from Corporate Tax Returns with Tim Harrington
Welcome to the Banking Bonus Time Podcast. Produced and presented by the Community Bankers Webinar Network, Powered by FinEd. Today we have Tim Harrington from TEAM Resources with us to discuss his webinar on Calculating Cash Flow from Corporate Tax Returns.
Find Calculating Cash Flow from Corporate Tax Returns here: https://fin-ed.info/3f79shO
Tim's Website: https://forteamresources.com/
Find Tim on LinkedIn: https://www.linkedin.com/in/timothypharrington1
The Top 10 Reasons Consumers Leave Their Bank with Bruce Paul
Welcome to the Banking Bonus Time Podcast. Produced and presented by the Community Bankers Webinar Network, Powered by FinEd. Today we have Bruce Paul with us to discuss his webinar on The Top 10 Reasons Consumers Leave Their Bank.
Find The Top 10 Reasons Consumers Leave Their Bank here: http://fin-ed.info/3r5I74d
Rivel Research Group Website: https://www.rivel.com/
Find Bruce on LinkedIn: https://www.linkedin.com/in/brucepaulcx/
Advanced BSA Officer Training: In-Depth Risk Issues & Difficult Situations with Bill Elliott
Welcome to the Banking Bonus Time Podcast. Produced and presented by the Community Bankers Webinar Network, Powered by FinEd. Today we have Certified Regulatory Compliance Manager Bill Elliott with us to discuss his webinar on Advanced BSA Officer Training.
Find Advanced BSA Officer Training: In-Depth Risk Issues & Difficult Situations with Bill Elliot here: http://fin-ed.info/3q9EY25
Young & Associates, Inc. Website: https://www.younginc.com/
Find Bill on LinkedIn: https://www.linkedin.com/in/bill-elliott-8b124369/
Remote Workforce Series: Making Work from Home Effective with Dawn Kincaid
Welcome to the Banking Bonus Time Podcast. Produced and presented by the Community Bankers Webinar Network, Powered by FinEd. Today we have Dawn Kincaid from Brode Consulting Services with us to discuss her webinar on Making Work from Home Effective.
Find Remote Workforce Series: Making Work from Home Effective with Dawn Kincaid here: http://fin-ed.info/2NZ0MAe
Brode Consulting Services Website: https://www.brodeconsulting.com/dawn-kincaid
Find Dawn on LinkedIn: https://www.linkedin.com/in/dawn-kincaid-01096557
Calculating Cash Flow from S-Corporation & Partnership Tax Returns with Tim Harrington
Welcome to the Banking Bonus Time Podcast. Produced and presented by the Community Bankers Webinar Network, Powered by FinEd. Today we have Tim Harrington from TEAM Resources with us to discuss his webinar on Calculating Cash Flow from S-Corporation & Partnership Tax Returns.
Find Calculating Cash Flow from S-Corporation & Partnership Tax Returns here: http://fin-ed.info/2P0QwI9
Tim's Website: https://forteamresources.com/
Find Tim on LinkedIn: https://www.linkedin.com/in/timothypharrington1
Calculating Cash Flow from Personal Tax Returns with Tim Harrington
Welcome to the Banking Bonus Time Podcast. Produced and presented by the Community Bankers Webinar Network, Powered by FinEd. Today we have Tim Harrington from TEAM Resources with us to discuss his webinars on Determining Cash Flow from Personal Tax Returns.
Find Calculating Cash Flow from Personal Tax Returns Part 1 here: http://fin-ed.info/3kCauV6
Find Calculating Cash Flow from Personal Tax Returns Part 2 here: http://fin-ed.info/3rf1ZCa
Tim's Website: https://forteamresources.com/
Find Tim on LinkedIn: https://www.linkedin.com/in/timothypharrington1
Navigating the Coming Wave of Bankruptcy with David Reed, JD
Welcome to Banking Bonus Time Podcast. Produced and presented by the Community Bankers Webinar Network, Powered by FinEd. We’re going to need a bigger boat! A tidal wave of bankruptcies is coming your way. With record unemployment and a fractured economy, it won’t be long before the stimulus money, modifications, forbearances, and other rescue options are exhausted. Join our Rachel Cartwright and bankruptcy expert David Reed for a conversation around the most interesting questions posed during the Live Webinar.
Want to learn more, the On-Demand webinar is available to view now: http://fin-ed.info/3poetWn
Find us on LinkedIn: https://www.linkedin.com/company/cbwn
Give us a like on Facebook: https://www.facebook.com/bankwebinars
Follow us on Twitter: https://twitter.com/bankwebinars
Managing Vendors: Due Diligence, Contracts, Tips & Tools with Joseph E. Silvia
Welcome to Banking Bonus Time Podcast. Produced and presented by the Community Bankers Webinar Network, Powered by FinEd. Dealing with vendors is a necessary component of offering and providing financial services to individuals and businesses. Check out this fast and informative discussion for tips on vendor management best practices.
Want to learn more, the On-Demand webinar is available to view now: https://financialedinc.com/webinar/managing-vendors-due-diligence-contracts-tips-tools
Find us on LinkedIn: https://www.linkedin.com/company/cbwn
Give us a like on Facebook: https://www.facebook.com/bankwebinars
Follow us on Twitter: https://twitter.com/bankwebinars
Major Changes to Fair Debt Collection Practices Act with Elizabeth Fast, JD & CPA
Welcome to Banking Bonus Time Podcast. Produced and presented by the Community Bankers Webinar Network, Powered by FinEd. Join Elizabeth Fast, JD & CPA and FinEd President and CEO Larry Williams for an informative talk about the recent changes related to the Fair Debt Collections Practices Act.
Want to learn more about the FDCPA changes? An on-demand version of Elizabeth’s webinar is available to view now. And keep an eye out for FDCPA Changes Round 2: 12/18/2020 Final Rule on Fair Debt Collection Practices Act; Live Webinar coming on February 26th.
Major Changes to Fair Debt Collection Practices Act -- On-Demand: https://financialedinc.com/webinar/major-changes-to-fair-debt-collection-practices-act
FDCPA Changes Round 2: 12/18/2020 Final Rule on Fair Debt Collection Practices Act: https://financialedinc.com/webinar/fdcpa-changes-round-2-12182020-final-rule-on-fair-debt-collection-practices-act
Find us on LinkedIn: https://www.linkedin.com/company/cbwn
Give us a like on Facebook: https://www.facebook.com/bankwebinars
Follow us on Twitter: https://twitter.com/bankwebinars
FFIEC Requirements for a Remote Deposit Capture Risk Assessment & More with Angi Farren
Welcome to Banking Bonus Time Podcast. Produced and presented by the Community Bankers Webinar Network, Powered by FinEd. Today we welcome Angi Farren, President and CEO of UMACHA. We discuss her FFIEC Requirements for a Remote Deposit Capture Risk Assessment webinar and take some time to get to know Angi and UMACHA.
Check out these links for more info!
FFIEC Requirements for a Remote Deposit Capture Risk Assessment webinar:
https://financialedinc.com/webinar/ffiec-requirements-for-a-remote-deposit-capture-risk-assessment
UMACHA Website: http://www.umacha.org/aws/UMACH/pt/sp/home_page
Find us on LinkedIn: https://www.linkedin.com/company/cbwn
Give us a like on Facebook: https://www.facebook.com/bankwebinars
Follow us on Twitter: https://twitter.com/bankwebinars
Holiday Mini-Episode 🎄
Welcome to the holiday mini-episode of the Banking Bonus Time Podcast, Powered by FinEd! We are pausing our regular release schedule until the new year. All of us here at FinEd wish you a wonderful holiday and a happy new year! Cheers to 2021!
Community Bankers Digest: https://communitybankersdigest.medium.com/
2021 Webinar Schedule: fin-ed.info/2021webinars
Use coupon code HOLIDAY20 for $20 off any webinar. Expires Jan. 1, 2021.
Asked & Answered: Security Mistakes with Barry Thompson
Welcome to the Banking Bonus Time Podcast, Produced and presented by the Community Bankers Webinar Network, Powered by FinEd. Today we welcome Barry Thompson, a security and compliance “guru” for a leading national training organization and one of our go-to security experts. We’re diving deeper into his recent webinar on The 15 Worst Security Mistakes. Barry is a fun and engaging storyteller, don’t miss this one!
Check out these links for more info!
Recorded Version available now for the 15 Worst Security Mistakes webinar: https://financialedinc.com/webinar/risk-officer-series-the-15-worst-security-mistakes
Visit Barry’s website: www.tgrouponline.com
Find us on LinkedIn: https://www.linkedin.com/company/cbwn
Give us a like on Facebook: https://www.facebook.com/bankwebinars
Follow us on Twitter: https://twitter.com/bankwebinars
PPP Loan Forgiveness Update with Kimberly Rayer, Esq.
Welcome to Banking Bonus Time Podcast! Produced and presented by the Community Bankers Webinar Network, Powered by FinEd. Today we talk with Kimberly Rayer from Starfield & Smith, PC about an update to PPP Loan Forgiveness, specifically the US Department of Treasury’s October 8th announcement regarding Simpler PPP Forgiveness for Loans of $50,000 or Less.
Find the full webinar here, us coupon code FORGIVENESS25 for $25 off:
https://financialedinc.com/webinar/navigating-the-ppp-loan-forgiveness-process-a-z
Meet our guest: Kimberly Rayer is a partner in the law firm Starfield & Smith, PC, where she concentrates her practice on SBA lending programs, commercial financing, and other secured transactions. She represents lenders and lectures across the country on SBA closings and eligibility and compliance matters.
Kim is admitted to practice before the Supreme Courts of Pennsylvania and New Jersey and the Federal District Court for the Eastern District of Pennsylvania. In addition, she is a member of the American Bar Association and the National Association of Government Guaranteed Lenders (NAGGL) and was named as a Pennsylvania “Rising Star” by Philadelphia Magazine. She received a Bachelor’s from Drexel University and a JD from the James E. Beasley School of Law, Temple University.
Find us on LinkedIn: https://www.linkedin.com/company/cbwn
Give us a like on Facebook: https://www.facebook.com/bankwebinars
Follow us on Twitter: https://twitter.com/bankwebinars
Safe Act Compliance for MLOS with Susan Costonis
Welcome to the Banking Bonus Time Podcast, produced and presented by the Community Bankers Webinar Network Powered by FinEd. We’re here to tie a bow on top of the great webinars and training that our industry experts provide. We’ll cover all aspects of the banking, from compliance to marketing, operations to lending, and HR to IT. If it’s happening in your bank, we’re on it. This episode features Susan Costonis, CRCM talking with FinEd’s Eric Connolly about her 9/2 webinar: Safe Act Compliance for MLOS.
Use coupon code MLOPOD for $30 off the registration fee!
Check out these links for more info!
SAFE Act Compliance for Mortgage Loan Originators (MLOs) - https://financialedinc.com/webinar/safe-act-compliance-for-mortgage-loan-originators-mlos
Advanced BSA Officer Training: Risk, Compliance & Real-Life Scenarios - https://financialedinc.com/webinar/risk-officer-series-advanced-bsa-officer-training-risk-compliance-real-life-scenarios
Additional info from Susan - MU4R Fields - https://drive.google.com/file/d/1eYmQeL9AsBcZr-5QS-X2pQfJLfd8zQBu/view?usp=sharing
Today’s guest: Susan Costonis is a compliance consultant and trainer who began her career in 1978. She specializes in compliance management along with deposit and lending regulatory training. Susan has successfully managed compliance programs and exams for institutions that ranged from a community bank to large multi-state bank holding companies. She has been a compliance officer for institutions supervised by the OCC, FDIC, and Federal Reserve. Susan has been a Certified Regulatory Compliance Manager since 1998, completed the ABA Graduate Compliance School, and graduated from the University of Akron and the Graduate Banking School of the University of Colorado. She regularly presents to financial institution audiences in several states and “translates” complex regulations into simple concepts by using humor and real-life examples.
Find us on LinkedIn: https://www.linkedin.com/company/cbwn
Give us a like on Facebook: https://www.facebook.com/bankwebinars
Follow us on Twitter: https://twitter.com/bankwebinars