NewLogo


 

Save the Date: Idaho & Nevada Annual Conference June 21-23, 2017 

McCall Idaho 

Call the Shore Lodge directly at 800-657-6464 and be sure to reference the 2017 Idaho & Nevada Annual Bankers Convention to receive the reduced rate of $134 - $289 (plus tax and resort fee) per night. 

SHORE LODGE
501 West Lake Street
McCall, Idaho 83638

800-657-6464

thumbs Shore Lodge McCall Idaho 01

 

Western States Capitol Hill and Regulatory Agency Visit

Washington DC, October 2-5, 2017


TTS Upcoming Webinars:

TTS logo transparent

 

Bank Call Report Preparation for Beginners - Part 5

For bankers new to call report preparation, we'll cover basic reporting requirements, schedules, maturity and repricing, Basel III risk based capital, and more.

Friday, June 2, 2017

10:00am - 12:00pm CT

Writing an Effective Credit memorandum

Learn skills required to write an effective credit memorandum.

Monday, June 5, 2017

1:30 pm – 3:30 pm CT

Notary Public

Notaries and others will learn best practices for dealing with issues unique to the financial industry.

Tuesday, June6, 2017

10:00 am – 12:00 pm CT

Three Key Risk Assessments in Your ERM Program - ERM, IT, and Internal Controls

This webinar will take you through a step-by-step process to develop three key Risk Assessments you must have as critical components of your ERM Program.

Tuesday, June 6, 2017

1:30 pm – 3:30 pm CT

Prepaid Accounts - The New Rule

This two-hour webinar will address all requirements of the new rule which primarily becomes effective on October 1, 2017.

 

Wednesday, June 7, 2017

10:00 am - 12:00 pm CT

Basics of Real Estate Loan Documentation

Receive an overview of real estate loan documentation requirements, regulatory compliance issues, loan administration issues and best practices.

Wednesday, June 7, 2017

1:30 pm – 3:30 pm CT

Writing New Accounts Procedures with New CDD

We will take the core document from deposit accounts documentation and set up a working document so that you can tailor your procedures into the framework we will provide.

Thursday, June 8, 2017

10:00 am – 12:00 pm, CT

Introduction to Consumer Lending

Learn a “five-step” analysis plan that will clarify and “unify” this often confusing financial subject.

Monday, June 12, 2017

1:30 pm - 3:30 pm CT

Call Center Representative Training

This webinar will focus on the customer service aspects of Call Centers.

Tuesday, June 13, 2017

10:00 am - 12:00  pm CT

Protecting Your Salaried - Exempt Status

Learn how to avoid mistakes and land mines under the Department of Labor FLSA rule.

 

Wednesday, June 14, 2017

10:00 am - 12:00 pm CT

ACH Risk Management Compliance - Two Part Series

This webinar series is designed to help you understand the risks associated with the ACH and how to help mitigate those risks.

Wednesday, June 14, 2017

1:30 pm - 3:30 pm CT

 

Managing Your ACH Risk - ACH Risk Management & Compliance Series Part 1

This webinar is designed to help you understand the risks associated with the ACH and how to help mitigate those risks.

Wednesday, June 14, 2017

1:30 pm - 3:30 pm CT

ACH Compliance - ACH Risk Management & Compliance Series   Part 2

We will help you understand the compliance requirements associated with processing ACH entries on a day-to-day basis.

Friday, June 16, 2017

10:00 am - 12:00 pm CT

 

Excel Explained: Pivot Tables - Two-Part Series

Practitioners will benefit from learning how to use Excel pivot tables to create accurate reports and manipulate data.

Monday, June 19, 2017

1:30 pm - 3:30 pm CT

 

Excel Explained: Pivot Tables Part 1

Learn the basics of using Excel pivot tables.

Monday, June 19, 2017

1:30 pm - 3:30 pm CT

Marketing & Advertising Compliance

As the compliance environment becomes more complex, your marketing department must stay on top of all the rules and regulations. This session can help.

Tuesday, June 20, 2017

10:00 am - 12:00 pm CT

W-9, W-8BEN and W-8BEN-E New Updated Forms and Info

During this program we will do a line-by-line review of the new forms and the subsequent tax reporting to the IRS.

Tuesday, June 20, 2017

1:30 pm – 3:30 pm CT

Regulations X and Z - 2017 Revised Servicing Rules

This program reviews many of the recent consent orders dealing with compliance-related matters.

Wednesday, June 21, 2017

10:00 am - 12:00 pm CT

Critical E-Sign Implementation Issues for Lending

What steps must be followed to be in compliance with E-Sign?

Wednesday, June 21, 2017

1:30 pm - 3:30 pm CT

Legal Issues of Checks

Learn about many legal aspects of checks, and the compliance issues of Reg CC and BSA. This webinar will serve as the annual training requirement for both these regulations.

Thursday, June 22, 2017

10:00 am - 12:00 pm CT

Compliance Perspectives: A Monthly Update

A monthly webinar series to help you keep up with changes and deadlines in the compliance area in a quick and easy format.

Thursday, June 22, 2017

1:00 pm - 2:00 pm CT

FinTech Trends

We will explore current and emerging threats that target mobile devices and FinTech solutions.

Friday, June 23, 2017

10:00 am - 12:00 pm CT

Excel Explained: Pivot Tables Part 2

Learn how to push the boundaries of pivot tables.

Monday, June 26, 2017

1:30 pm - 3:30 pm CT

HMDA Data Collection & Reporting Requirements for 2018

We'll cover the upcoming HMDA changes and deliver plain English interpretations and guidance.

Tuesday, June 27, 2017

10:00 am - 12:00 pm CT

Commercial Real Estate Lending: Property Types, Lease Structures and Other Non-Financial Risks

Learn to assess the important qualitative or non-financial factors that influence CRE performance over time.

Tuesday, June 27, 2017

1:30 pm - 3:30 pm CT

Handling Accounts, Checks and IRS Reporting at Death

Learn about checks, IRAs, deposit ownership, trusts, UTMA, affidavits of heirship and other complex issues that can occur when a customer dies.

Wednesday, June 28, 2017

1:30 pm - 3:30 pm CT

Accounting Essentials for Banks

Understanding how Banks account for financial transactions, compile basic financial statements and communicate their financial information.

Thursday, June 29, 2017

10:00 am - 12:00 pm CT

 

Auditing Your Bank Secrecy Act Program

This program is a must to stay current on BSA issues.

Thursday, June 29, 2017

1:30 pm - 3:30 pm CT