Banner(1)

UPCOMING WEBINARS
Relevant content for today's financial services industry, providing you with a new perspective, fresh insights, and timely information. All created to help you navigate the business landscape.
ON DEMAND WEBINARS
Learn from other key opinion leaders in the industry on topics that continue to be informative, thought provoking, and relevant in today's financial services world.
  • BAI Quarterly Regulatory Update Part 3

    As a BAI Learning and Development customer, you have exclusive access to many BAI webinars featuring hot topics in the industry. These presentations are designed to provide you with actionable insights to help you gain the clarity and confidence needed to make better business decisions. Take advantage of this benefit by signing up for the upcoming complimentary BAI Quarterly Regulatory Update Webinar.
    View Now
  • Fire Up the Troops at the Branch

    Your branches are one of your most important distribution channels. Running an effective branch requires a lot from your staff: high morale, in-depth product knowledge, customer engagement know-how, and a dedication to stellar customer service.
    View Now
  • HMDA, TRID, and More: Navigating Regulatory Change in Mortgage Lending

    Today’s mortgage lending market is complex and challenging. This webinar will address the challenges associated with navigating today's mortgage lending world from a regulatory perspective. Please join this complimentary BAI webinar with presenter Richard Horn
    View Now
  • Dodd-Frank – Prepare for Potential Changes

    Changes to Dodd-Frank could have broad impacts across the financial industry and present new challenges for financial service organizations. This discussion will cover recent and anticipated changes in banking regulation as well as recommended areas of focus for compliance and risk functions within financial institutions.
    View Now
  • BAI Quarterly Regulatory Update Part 2

    As a BAI Learning and Development customer, you have exclusive access to many BAI webinars featuring hot topics in the industry. These presentations are designed to provide you with actionable insights to help you gain the clarity and confidence needed to make better business decisions. Take advantage of this benefit by signing up for the upcoming complimentary BAI Quarterly Regulatory Update Webinar.
    View Now
  • Training Frontline Professionals to Serve Well and Sell Right

    No matter the industry, the frontline is key to the bottom-line. Not only is the frontline the first line of defense in mitigating risk, they are the drivers of new and expanded customer relationships. Therefore, training professionals must optimize the return on their training investment by providing instruction that demonstrates how to engage customers in meaningful discussions, align financial needs with appropriate products and services, and expand profitable customer relationships.
    View Now
  • Emerging Employment Law Risk: Preparing Your Financial Services Organization

    The dynamic employment law environment promises to present new challenges for financial services organizations in 2017. Join us for this complimentary BAI webinar, Emerging Employment Law Risk: Preparing Your Financial Services Organization and learn about recent and anticipated changes in employment law, as well as related employee training considerations.
    View Now
  • BAI Quarterly Regulatory Update

    Catch up on the latest in regulatory compliance and any requirements you may have missed. This timely webinar gathers the pertinent information for you in a convenient, high-level review. The discussion will explore 20 individual key issues and their potential impact on your organization and customers.
    View Now
  • Maximizing the BAI Learning Manager for Year-End Reporting

    Attend this webinar to learn or refresh your skills on how to leverage the BAI Learning Manager for your year-end reporting. See how to review reporting to ensure students are on track to complete their training on time and post year-end for record keeping and audit purposes. In this session, you’ll learn about: •Quick Status Report •Training Data Report •Rule Compliance Report •Rule Summary Report •Aggregate Attempts Rule Compliance Report •Queries and Subscriptions
    View Now
  • Step-by-Step Guide to Assigning 2017 Training

    Position your organization for training success in the New Year with this webinar focused on assigning training for 2017 in the BAI Learning Manager. In this session, you’ll learn about: Creating Prescriptive Rles •Creating Prescriptive Rules using criteria-based member selection •Setting up due date and overdue notifications •Adding courses and completion requirements •Managing retired courses Editing Prescriptive Rules •Editing the start date, end date and email notifications •Modifying the member selection •Adding/removing courses and updating due dates and prior completion settings
    View Now
  • BAI L&D Webinar: Quarterly Regulatory Update Part 4

    Catch up on the latest in regulatory compliance and any requirements you may have missed. This timely webinar gathers the pertinent information for you in a convenient, high-level review. The discussion will explore 20 individual key issues and their potential impact on your organization and customers. Sharpen business planning with a better grasp of the latest changes in regulatory compliance and related issues. Determine if any regulatory items have been overlooked, additional changes that may be coming and if you need to be considering any adjustments.
    View Now
  • Fair Lending: Practices Resulting in Disparate Impact

    Join us as Melissa Blaser, Senior Manager, Compliance at Wipfli, LLP, reviews the definition and latest court decisions affecting the disparate impact doctrine. Key Takeaways: What You Need to Know •Policies, procedures and practices that may heighten your fair lending risk. •Recent cases and the policies and practices that resulted in these claims. •Best practices to mitigate your fair lending risks.
    View Now
  • Take Training Up a Notch

    This BAI Webinar, Take Training Up a Notch, provides countless creative techniques useful for the seasoned trainer and the person with limited responsibilities for training. Some organizations delegate training responsibilities throughout the company. Some may have an entire department dedicated exclusively to training. All types of financial institutions will appreciate the information presented by one of the industry's most respected training professionals, Honey Shelton. Honey will introduce you to a proven, engaging, learner-friendly model she authored that is a step-by-step approach to taking training up a notch.
    View Now
  • BAI L&D Webinar: Quarterly Regulatory Update Part 3

    Catch up on the latest in regulatory compliance and any requirements you may have missed. This timely webinar gathers the pertinent information for you in a convenient, high-level review. Learn what you need to know about recent changes and any related issues, from Fair Labor Standards Act Overtime Regulations to the CFPB Spring agenda and NCUA hot topics. The discussion will explore 20 individual key issues and their potential impact on your organization and customers. .
    View Now
  • What Doesn’t Kill You Makes You Stronger: Best Practices for Managing Consumer Complaint

    This complimentary BAI webinar will help financial institutions develop a compliance program that helps to identify emerging customer issues before they spell disaster. Steven Ramirez, a financial services thought leader and CEO of Beyond the Arc, will share case studies and practical tips for strengthening complaint management. He’ll discuss how you can learn from consumer complaints to deepen customer relationships and drive incremental business. This session will include an overview of the most frequent complaints received by the CFPB in banking, personal lending, and mortgage.
    View Now
  • Preparing for Enhanced HMDA Data Collection and Reporting

    Much like the TILA-RESPA Integrated Disclosures, the enhanced data collection and reporting requirements under the revised Home Mortgage Disclosure Act (HMDA) will present significant challenges for lenders, and exhaustive preparation and training will be paramount to your institution’s compliance. Now is the time to get key stakeholders involved, establish project timelines, and begin to communicate with vendors. This complimentary BAI webinar, presented by John Moniak , will walk through the coming HMDA changes and steps your institution should be taking to prepare to comply.
    View Now
  • TRID Liability, Cures, and Common Mistakes

    This complimentary BAI webinar conducted by Richard Horn will help financial institutions understand their liability under TRID, how to avoid common mistakes, and the areas of the rule that are still causing trouble for the industry. Richard Horn, of Richard Horn Legal PLLC, is the former CFPB Senior Counsel and Special Advisor who led the TRID rule and the design of the TRID disclosures. He is one of the foremost experts on TRID, making this a webinar that shouldn’t be missed
    View Now
  • Minimizing Risk in Vendor Management

    This complimentary BAI Webinar will explain in clear terms what you need to do in order to stay a step ahead of your regulators and help you feel confident that your vendors are working for you, rather than the other way around. This webinar will address vendor risk assessments, managing outsourced services, reporting to your Board, and how these issues tie into the new cybersecurity guidance.
    View Now
  • BAI L&D Webinar: Quarterly Regulatory Update - Part 2

    Stay current with recent changes in regulatory compliance and learn about any you may have missed. This webinar explores key topics from the last 90 days and changes that may be coming in the future. From TRID Exam Procedures to the CFPB PMI Cancellation Bulletin to the OCC Semiannual Risk Perspective, find out the issues you need to be aware of and their potential impact on your organization and customers. More than 20 individual topics are on the agenda to build your understanding of the latest changes and any related issues to sharpen business planning.
    View Now
  • The Truth About TRID

    Join us for this complimentary BAI webinar where we’ll shed some light on provisions of TRID that were not clearly defined, and discuss what we’ve learned about those areas since the rule was implemented.
    View Now
  • Navigating FFIEC’s Cybersecurity Assessment Tool

    This complimentary BAI Webinar discussed FFIEC initiatives to raise awareness and mitigate risks of cyber threats. The discussion also covered the methodology behind completing the FFIEC Cybersecurity Assessment Tool which has been developed to help financial institutions identify their inherent risks and determine whether they have established adequate levels of controls to mitigate the risk of cyber threats.
    View Now
  • BAI L&D Webinar: Quarterly Regulatory Update - Part 1

    Stay current with recent changes in regulatory compliance and learn about any you may have missed. This webinar explores key topics from the last 90 days and changes that may be coming in the future. From TRID Exam Procedures to the CFPB PMI Cancellation Bulletin to the OCC Semiannual Risk Perspective, find out the issues you need to be aware of and their potential impact on your organization and customers. More than 20 individual topics are on the agenda to build your understanding of the latest changes and any related issues to sharpen business planning.
    View Now
  • End-of-Year Reporting 2015

    Attend this webinar to review reporting on year-end activities to ensure students are on track to complete their training on time and post year-end for record keeping and audit purposes.
    View Now
  • Assigning 2016 Training

    Position your organization for training success in the New Year with this webinar focused on assigning training for 2016 in the BAI Learning Manager.
    View Now
  • BAI L&D Webinar: Quarterly Regulatory Update - Part 4

    Stay current with recent changes in regulatory compliance and learn about any you may have missed. This webinar explores key topics from the last 90 days and changes that may be coming in the future. From TRID Exam Procedures to the CFPB PMI Cancellation Bulletin to the OCC Semiannual Risk Perspective, find out the issues you need to be aware of and their potential impact on your organization and customers. More than 20 individual topics are on the agenda to build your understanding of the latest changes and any related issues to sharpen business planning.
    View Now
  • Quarterly Regulatory Update - Part 3 (2015)

    From CFPB mortgage origination exam procedures to the 2015 CRA Guide, the state of regulatory compliance is constantly changing. Keeping up with the latest requirements and related issues can be a time-consuming undertaking. This information-filled webinar makes that task easier by reviewing the most recent changes in regulatory compliance and how they can affect your organization. The discussion focused on major topics in the last 90 days and what’s in the pipeline, from the PayPal OFAC Settlement to HMDA data integrity to the CFPB Spring 2015 rulemaking agenda Quarterly Regulatory Update-Part 3 has been approved for 2 CRCM credits. This statement should not be viewed as an endorsement of this program or its sponsor. ICB Members must report these credits atwww.icbmembers.org.
    View Now
  • TILA-RESPA Integration – Part 2 A New Way to Disclose

    Avoid the pitfalls of non-compliance and be ready to assist your financial institution with the new Integrated Disclosure requirements prior to the August 1, 2015 effective date. In addition to an overview and coverage of the new requirements, examine the proper completion, timing, and delivery of the Loan Estimate Form, Closing Disclosure Form, Escrow Closing Notice, and Partial Payment Policy Disclosure. Improve your understanding of what is new and what has changed between your existing Truth in Lending and RESPA forms and the new integrated forms. TILA-RESPA Integration-Part 1 and 2 have been approved for 2 CRCM credits. This statement should not be viewed as an endorsement of this program or its sponsor." ICB Members must report these credits at www.icbmembers.org.
    View Now
  • Quarterly Regulatory Update - Part 2 (2015)

    Catch up with the latest regulatory compliance changes and issues. This fast moving webinar reviewed major changes in the last 90 days and what’s in store for the next 12 months, including new issues related to old topics. More than 25 topics will be addressed include updates on everything from BSA SAR stats to HUD Servicemembers Disclosure, the SCOTUS Rescission decision, loan thresholds, recent CFPB actions and consumer compliance. Along with a look at other timely items you might have missed, examine next steps to help your organization prepare for implementation. Here is your chance to evaluate whether any changes have been overlooked and consider items on the proposed regulatory agenda so you can anticipate additional adjustments. Quarterly Regulatory Update-Part 2 has been approved for 2 CRCM credits. This statement should not be viewed as an endorsement of this program or its sponsor. ICB Members must report these credits at www.icbmembers.org.
    View Now
  • TILA-RESPA Integration – Part 1 A New Way to Disclose

    Learn how to comply with the new Integrated Disclosure Requirements prior to the October 3, 2015 effective date. This 90 minute webinar will help you to avoid the pitfalls of non-compliance with the new rules and prepare you to assist your financial institution with the new requirements. With a better understanding of what will be required, you will have the tools to work with your service providers prior to the effective date to put the procedures in place needed for compliance. This webinar has been approved for CRCM credits.*
    View Now