Complete Financial Institution Training

Start the Conversation

TTS Bank and Credit Union Webinars

Upcoming Bank Webinars

8/14/2018 - 10:00 AM

Join us for a two-hour webinar on Compliance Management. All banks should have an effective Compliance Management System.

8/14/2018 - 1:30 PM

You will walk away from this webinar with practical tools and examples you can implement in your organization immediately.

8/15/2018 - 1:30 PM

This two-hour online program provides a review of the numerous subparts and appendices included in both the CFPB's and FRB's Regulation V and the FCRA and FACTA.

8/16/2018 - 10:00 AM

Learn in-depth details of the appraisal and valuation process, from both the lender and appraiser side of the game.

8/16/2018 - 10:00 AM

We will explore the different types of SOC reports provided by vendors and highlight the best items that should be requested from vendors.

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

8/14/2018 - 10:00 AM

Discuss the concepts, methodologies, and tools for streamlining the real estate lending process

8/16/2018 - 1:30 PM

Learn the legal requirements and procedures necessary when processing garnishment and levy requests.

8/22/2018 - 10:00 AM

This seminar covers the nuts and bolts of Safe Deposit operations and the recommended day-to-day operating procedures for your institution.

8/23/2018 - 10:00 AM

On May 11th, 2018, the Federal Financial Institutions Examination Council (FFIEC) issued new examination procedures on the final rule.

8/29/2018 - 10:00 AM

Attend this program to understand the basic principals of IRAs.

TTS Directors Education Series

Learn More

Published Titles

  • Cybercrime in Banking

  • CFPB Compliance

  • Board Committee Composition

  • Banking & Social Media

  • The Art of Onboarding Leaders

  • Cybersecurity Regulatory Update

  • Audit Committee Structure and FDICIA Requirements for Committee Makeup

  • Cybersecurity Impacts on Strategic Planning

  • The Risks of Combining ERM and Audit Committees

  • A Conversation on Sarbanes-Oxley Part 1

  • ALLL - What to Look for in the ALLL Analysis

  • A Conversation on Sarbanes-Oxley Part 2

  • Background Checks, References And Pre-Employment Testing

  • 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

  • BSA/AML Developments and Expectations

  • Cash Flow Analysis Part 2

  • Fair and Responsible Banking

  • Financial Statement Overview

  • Introduction to Strategic Planning

  • Navigating the Regulatory Environment

  • Purpose, Function and Operations of Banks

  • Regulation O Review

  • Successful Strategic Planning

Speakers

  • Chad Knutson

    SBS CyberSecurity

  • Carl Pry

    Treliant Risk Advisors

  • Jerry Miller

    Wipfli

  • Patrick Neuman

    Boardman & Clark LLP

  • John Zorbini

    Zorbini Consulting Group, LLC

  • Chad Knutson

    SBS CyberSecurity

  • Jerry Miller

    Wipfli

  • Chad Knutson

    SBS CyberSecurity

  • Jerry Miller

    Wipfli

  • Sandy Swartzberg

    Weiss Berzowski Brady

  • Dave Adams

    Crowe Horwath LLP

  • Sandy Swartzberg

    Weiss Berzowski Brady

  • Bob Gregg

    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

  • Carl Pry

    Treliant Risk Advisors

  • Jeffery Johnson

    Financial Training Professional

  • Carl Pry

    Treliant Risk Advisors

  • Jeffery Johnson

    Financial Training Professional

  • John Zorbini

    Zorbini Consulting Group, LLC

  • Susan Costonis

    Compliance Consultant

  • Jeffery Johnson

    Financial Training Professional

  • Susan Costonis

    Compliance Consultant

  • John Zorbini

    Zorbini Consulting Group, LLC

Features

  • 20-25 minutes in length (Perfect for Board Meetings)
  • Audio, Video & PowerPoint
  • Real-time reporting
  • Handouts and Discussion Questions
  • Accessible on a variety of devices
  • Printable Certificates of Completion

TTS Core Compliance Suite

Learn More

Recent Topics

Included Webinars
  • Four Quarterly Compliance Updates
  • BSA/AML
  • Fair Lending
  • Flood Insurance
  • HMDA
  • Marketing & Advertising
  • TRID

Carl Pry is a wealth of knowledge in all things compliance and I would not have passed my CRCM exam if it wasn’t for listening to many of his webinars along the way.

Don Savino, SVP Risk Management, Pacific Western Bank

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

Your subscription to the Core Compliance Suite (CCS) includes a quarterly, two-hour webinar focused on the most recent changes to the compliance landscape. Plus, you will have access to six core compliance webinars presented by Carl Pry that will be essential to your annual compliance training.

Features:

  • Courses contain Audio & PowerPoint
  • Handouts and Supplements
  • Course/User Tracking and Reporting
  • Accessible on a variety of devices (Tablets, Mobile Devices, Laptops, etc.)
  • Printable Certificates of Completion
  • "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

  • "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

  • (We will not share your email address.)
  • This field is for validation purposes and should be left unchanged.