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Bank and Credit Union Webinars

Upcoming Bank Webinars

9/27/2016 - 10:00 AM

Learn to calculate cash flow using the Uniform Cash Flow Analysis (UCA) method, as well as receive guidance in calculating Global Cash Flow Analysis.

9/27/2016 - 1:30 PM

Many problems can occur during construction that can leave lenders highly exposed unless they are unwritten properly.

9/29/2016 - 10:00 AM

Learn best practices for spotting and stopping fraud losses.

9/30/2016 - 10:00 AM

We'll focus on these critical areas as well as the new rules, and provide practical advice on how to meet both regulatory and borrower expectations.

10/4/2016 - 10:00 AM

This webinar is designed to give mortgage lenders a better grasp of tax returns and their importance in making quality loan decisions.

Webinar Subscription Packages

How much does your financial institution spend on training? With a Webinar Subscription Package (WSP) from TTS, we can help you greatly reduce that expense. With over 200 titles per year, TTS is your one stop shop for all your webinar needs!

Upcoming Credit Union Webinars

9/28/2016 - 10:00 AM

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

10/6/2016 - 1:30 PM

This session will cover key lending compliance regulations (highlights of the Equal Credit Opportunity Act, HMDA, Flood, RESPA, Truth in Lending, and Fair Credit Reporting). It will also include a Bank Secrecy Act overview outlining "Five Reasons Lenders Should Have BSA Training".

10/13/2016 - 10:00 AM

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

10/17/2016 - 10:00 AM

This session will discuss 10 key criteria that loan officers need to focus on to ensure that production needs, loan quality and regulatory compliance standards and member expectations and borrowing needs are achieved.

10/19/2016 - 1:30 PM

During this session, we’ll talk about what credit unions should look for as you do a TRID compliance review to uate your credit union’s good faith efforts for due diligence.

Directors Education Series

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Published Titles

  • A Conversation on Sarbanes-Oxley Part 1

  • A Conversation on Sarbanes-Oxley Part 2

  • ALLL - What to Look for in the ALLL Analysis

  • Background Checks, References And Pre-Employment Testing

  • Banking & Social Media

  • BASEL III and New Capital Regulations

  • Board and Committee Composition

  • Board Conflicts of Interest

  • Board Legal Issues

  • BSA Basics: CIP and CDD Rules

  • BSA Basics: Suspicious Activity Reports

  • BSA Basics: The Four Pillars of a BSA/AML Program

  • BSA/AML 2014 Update & Expectations

  • BSA/AML, USA Patriot Act & OFAC Compliance

  • Business Valuations, Sales, M & A, and Transactions Part 1

  • Business Valuations, Sales, M & A, and Transactions Part 2

  • Cash Flow Analysis

  • Compensation - The Total Rewards Approach to Compensation

  • Credit Risk Management _ Understanding the Risk in Loan Portfolios

  • Cyber Security & Data Breaches

  • Developing Leaders: A Key Ingredient to Succession Planning

  • Digital Signatures

  • Doodling Into Danger

  • Email Encryption Simplified

  • Enterprise Risk Management

  • Exam Preparation

  • Fair Lending Part One

  • Fair Lending Part Two

  • Importance of the Compliance Management System

  • Interest Rate Risk

  • Managing The Third Party Relationship

  • Profitability Management - Strategies for Reducing Costs

  • Protection From Liability

  • Raising Capital By Selling Securities

  • Ratio Analysis

  • Repaying Loans

  • Risk Management - Things to be Concerned about with Regulations

  • Strategic Compliance Decisions

  • Strategic Planning

  • Succession Planning

  • Succession Planning: A Detailed Road Map

  • Succession Planning: An Introduction

  • The Ideal M&A Transaction

  • UDAAP: Unfair, Deceptive, or Abusive Acts or Practices

  • Understanding Bank Financial Ratios

  • Understanding Bank Financial Statements

  • Understanding TDRs and Nonaccrual Recognition

Speakers

  • Sandy Swartzberg

    Weiss Berzowski Brady

  • Sandy Swartzberg

    Weiss Berzowski Brady

  • Dave Adams

    Crowe Horwath LLP

  • Bob Gregg

    Boardman & Clark LLP

  • Patrick Neuman

    Boardman & Clark LLP

  • John Knight

    Boardman & Clark LLP

  • Jerry Smith

    First Business Financial Services

  • John Knight

    Boardman & Clark LLP

  • John Knight

    Boardman & Clark LLP

  • Deborah Crawford

    GetTechnical Inc.

  • Deborah Crawford

    GetTechnical Inc.

  • Deborah Crawford

    GetTechnical Inc.

  • Carl Pry

    Treliant Risk Advisors

  • Carl Pry

    Treliant Risk Advisors

  • Kris Kavelaris

    BroadBridge Inc.

  • Kris Kavelaris

    BroadBridge Inc.

  • Jeffery Johnson

    Bankers Insight Group

  • Tim Daum

    Crowe Horwath LLP

  • Giulio Camerini

    Crowe Horwath LLP

  • Joel Abramson

    The Holden Group

  • John Zorbini

    Zorbini Consulting Group, LLC,

  • Neal Doshi

    Complete Data Products

  • Bob Gregg

    Boardman & Clark LLP

  • Joel Abramson

    The Holden Group

  • John Behringer

    McGladrey

  • John Behringer

    McGladrey

  • Susan Costonis

    Compliance Consultant

  • Susan Costonis

    Compliance Consultant

  • Carl Pry

    Treliant Risk Advisors

  • Nicholas Hahn

    McGladrey

  • Patrick Neuman

    Boardman & Clark LLP

  • Tim Reimink

    Crowe Horwath LLP

  • John Knight

    Boardman & Clark LLP

  • Kirsten Spira

    Boardman & Clark LLP

  • Jeffery Johnson

    Bankers Insight Group

  • Vin DiCara

    DiCara Training and Consulting LLC

  • Jennifer Burke

    Crowe Horwath LLP

  • Carl Pry

    Treliant Risk Advisors

  • Sophie Kelley

    Wipfli

  • Terry Saber

    Wipfli

  • John Zorbini

    Zorbini Consulting Group, LLC,

  • John Zorbini

    Zorbini Consulting Group, LLC,

  • Kris Kavelaris

    BroadBridge Inc.

  • Carl Pry

    Treliant Risk Advisors

  • Jeffery Johnson

    Bankers Insight Group

  • Jeffery Johnson

    Bankers Insight Group

  • John Behringer

    McGladrey

Features

  • 20-25 minutes in length (Perfect for Board Meetings)
  • Audio, Video & PowerPoint
  • Monthly Viewing Reports sent to administrators
  • Handouts and Discussion Questions
  • Accessible on a variety of devices
  • Printable Certificates of Completion

Compliance Perspectives

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Recent Topics

Recent Covered Topics
  • AML enforcement joint fact sheet released
  • Disclosure of CFPB information
  • Complaints about bank accounts and services
  • Diversity resources
  • Marital status final rule
  • Information on Same-Day ACH
  • OCC’s supervision operating plan for 2017
  • New fair lending issues
  • More info on new URLA

Speaker Information

Carl Pry
Carl Pry

Carl Pry is a Certified Regulatory Compliance Manager (CRCM) and Certified Risk Professional (CRP) who is a Managing Director for Treliant Risk Advisors in Washington, DC. Through his working career, as well as through his experience as a banking attorney and officer, he has provided a variety of regulatory compliance and financial performance services to financial institutions and other clients throughout the country.

Features

  • Earn 15 CRCM credits with your 12-month subscription; 3/4 of the annual requirement (1.25 credits for each session)
  • 30-days of OnDemand access after the live event
  • Concise one hour format
  • Calendar with current deadlines & upcoming regulations
  • Examiner guidance
  • Unlimited participants
  • One-low cost
  • Monthly hot topics
  • "I was concerned that a 2 hour compliance webinar was going to be boring and I wouldn't retain anything. I was surprised to find that I was engaged the entire time. Having the handouts before hand was very helpful. Thanks!"

    - Casidhe Meriwether, Valero FCU

  • "I have to say this has to be one of the best webinars I have ever attended!! Usually, I can barely keep my eyes open. I like how it had us interact with the webinar by filling in information. We had a total of 3 that attended this webinar, and they all agreed! Just want to say, GREAT JOB!!!"

    - Lara E. Peterson, First National Bank Of Picayune

  • "The speaker clarified a lot of information for me, I will not have to contact my legal counsel as often now and will be saving money on legal fees for my Credit Union. Thanks."

    - Lisa St. Francis, Rocky Mountain Law Enforcement FCU

  • "Excellent Webinar. I try to sign up for any webinar concerning lending or compliance that you or Carl Pry conduct. Both of you do an excellent job compared to others that I have attended."

    - Gary Jordan, Vice President, PeoplesBank

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