Duration: Each course averages 30 minutes available on either CD or by download (DL).
Presenter(s): John Adams, director of M&A, Sheshunoff & Co. Investment Banking; Kenneth Agle, president/CEO, Counter Risk Group; Mark Uhler, regional manager of loan review, Sheshunoff Consulting + Solutions, and Dr. Edmond J. Seifried, executive consultant, affiliation programs at firstname.lastname@example.org
Price: $995.00 - 13 separate sessions available on CD or Digital Download format, plus spiral binders corresponding to each of the programs. CD or DL includes full trainer presentation and presentation slides.
Who Should Attend? Directors
Regulators expect your directors to receive training on the Bank Secrecy Act (BSA), Fair Lending, and Regulation O (Reg O) annually and you may be asked to document that you are complying with this requirement. In addition, there are other areas which either the entire board or individual board members − depending on their committee assignments − should be familiar with.
The Director Certification Training Series offers training for both what regulators expect as well as in other areas important to the success of your institution. The Director Certification Training Series also includes two other important elements. First, you and your board will have the opportunity to participate in periodic live economic and interest rate outlook webinar briefings. Plus! There are certificates of completion for every director who completes the necessary BSA, Fair Lending, and Reg. O training.
The Director Certification Training Series includes 13 training sessions of approximately 30 to 45 minutes each in either a CD or digital download format. Each training session can be viewed by the entire board at a scheduled meeting or by individual board members at their convenience. To go along with each training session there are accompanying checklists and documents in a spiral binder for each director.
ADDITIONAL TRAINING TOPICS
In addition to BSA, Fair Lending, and Reg O, the Director Certification Training Series also includes 10 additional training sessions, updated as laws, regulations, best practices or regulatory emphasis require, focusing on:
- credit risk fundamentals
- managing interest rate risk
- commercial real estate risk
- M & A updates
- corporate governance
- phishing and malware risks to financial institutions
- strategic risk management
- branch acquisition
- regulatory compliance
- CRE stress testing
YOU ALSO RECEIVE
In addition to the training sessions you also receive these two added benefits. First, you and your board will be invited to attend live periodic economic and financial markets update webinars during your annual subscription. These are currently being conducted by Dr. Ed Seifried, noted economist, teacher, and consultant. You’ll hear what Dr. Seifried has to say about the near and longer term economic and interest rate outlook. As part of these you’ll have an opportunity to ask your own questions during the live question and answer session which follows Dr. Seifried’s presentation. If you can’t attend a live webinar we’ll send you the recorded CD − so you never have to miss out on these important briefings.
Plus! When the institution’s CEO confirms that a board member has completed his or her BSA, Fair Lending, and Reg. O training, we’ll send that board member and the institution a customized certificate of completion. You can use this to show your regulators that you take seriously your responsibility to provide board members with the training they need to more effectively perform their responsibilities.
RECAPPING WHAT THE DIRECTOR CERTIFICATION TRAINING SERIES INCLUDES
Just to recap, for the annual subscription charge of $995 you’ll receive all of the following:
- Separate training CDs or digital downloads for the three key areas regulators expect directors to be trained on − BSA, Fair Lending, and Reg O
- Certificates of completion for each board member who completes BSA, Fair Lending, Reg O training upon notification by the CEO to us
- 10 additional training CDs or digital downloads relating to other areas of importance to the success of your institution. These can be used at a board meeting or by individual board members depending on their committee assignments and schedules
- Quarterly invitations to live webinar briefings on the near and longer term economic and interest rate outlook
A WORD ABOUT THE FOCUS OF THE TRAINING SESSIONS
The Director Certification Training Series is designed to educate and train the board of directors about significant regulatory requirements and critical bank practices and policies. Recognizing that the board only needs a broad understanding of many topics, each session is geared toward that goal, to avoid burdening members with unnecessary detail. The objective is to ensure that your board has enough of the right information to make informed decisions about your institution's business and to meet regulatory and legal obligations. The series is appropriate for seasoned directors and those who are new board members. Updates will be provided as we determine are necessary depending on regulatory, legal, and other influences on the banking industry.
THE DIRECTOR CERTIFICATION TRAINING SERIES RENEWALS
Training on BSA, Fair Lending, and Reg O are annual requirements. We will be updating these courses as well as adding new courses and updating existing courses periodically as we determine necessary. At the conclusion of your subscription you will be offered the opportunity to renew your annual subscription at the then current annual renewal price. When you let us know that you wish to renew, we will send you an updated set of training sessions including: BSA, Fair Lending, and Reg O. You will also continue to have the opportunity to participate in our periodic near and longer term economic outlook and financial markets webinars. Also, it is likely that your directors will receive retraining on BSA, Fair Lending, and Reg O. When the CEO notifies us that this training has been completed, we will send updated, customized certificates of completion.
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CERTIFICATES OF PARTICIPATION
BankersWEB certificates of participation are available to everyone completing this webinar.