Webinars

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. Join us for one of these complimentary BAI webinars to learn what you need to know about recent changes and any related issues, from BSA and deposit concerns, to HMDA, TRID and mortgage concerns, and more.

UPCOMING WEBINARS

Align policies and procedures to support responsible innovation and deposit growth

April 4, 2024

Procedures help your financial institution align business objectives, risk programs, corporate policies and growth strategies. When proactively managed, aligning bank policies and procedures can boost efficiency, accountability and competitive position. In this webinar, we’ll focus on practical insights and resources to put banking policies into practice. We’ll explore recent enforcement actions as they relate to unsafe practices. The conversation will include the role of policies and procedures in supporting innovation and growth strategies.

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ON DEMAND WEBINARS

In 2024 your compliance training program needs to change

September 7, 2023

There have been many regulatory proposals and updates made in 2023 that will directly affect compliance training programs in 2024. During this webinar we will highlight what financial services organizations need to be aware of for several upcoming regulations including: CRA reform, Section 1033, Junk Fees and more. We will also go over the best ways organizations can implement compliance training changes to their programs, so they are prepared for the changes well before they go into effect.

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CRA reform, Section 1033, junk fees and updating policies in 2024

August 17, 2023

During this webinar, we will discuss the potential regulatory changes from the CFPB, Federal Reserve, FDIC, and more. As well as the likely need for significant updates to your policies and procedures to reflect these changes. For most organizations, this is currently a manual process, but the BAI Policy Manager makes developing new policies and updating existing policies easier! Please join us for a 60 minute webinar which will include a demo and Q&A session.

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Quarterly Regulatory Update

July 27, 2023

Join us for this complimentary BAI webinar to learn what you need to know about recent changes and any related issues, including BSA, lending and deposit concerns, and more.

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The role of loan review in the credit risk management system

July 13, 2023

Join us for a complimentary webinar to learn why an independent external loan review is an important tool in your credit risk management system. You’ll hear how regularly engaging external loan review personnel can assist internal credit and lending staff with improved credit risk identification and management as well as better present the institution’s loan portfolio performance to its management and board of directors.

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Aligning your policies and procedures to improve compliance, productivity, and customer experience

June 29, 2023

In this webinar, Steven Ramirez, CEO, Beyond the Arc, will present ideas for keeping policies and procedures aligned, while supporting the organization’s business model. We’ll also consider the customer experience and how policies and procedures must reflect evolving customer needs and preferences. Please join us for 60 minutes including a Q&A session.

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Credit unions: Top challenges in 2023 and how to address them

June 8, 2023

Join us for this complimentary BAI webinar to hear Wipfli’s Alison Herrick, CPA, and Katie Kennedy, CFE, CUCE, share insights on the top challenges and concerns facing credit union leaders today, including recruiting talent, employee development, member engagement, regulatory overview, cybersecurity threats, and more. They will also review the NCUA focus areas and other hot topics to help your credit union be ready for your next exam.

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Section 1071, Bank Term Funding Program and new BAI resources and features

May 18, 2023

In this webinar, BAI will discuss the latest regulatory changes from the CFPB, Federal Reserve, FDIC, and more and review how the latest BAI resources, including new software features and content, can help you stay up to date. Please join us for this 60-minute webinar which will conclude with a Q&A session.

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Quarterly Regulatory Update

April 27, 2023

Join us for this complimentary BAI webinar to learn what you need to know about recent changes and any related issues, including BSA, lending and deposit concerns, and more.

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HMDA for business, Section 1071: Small business lending data collection rule and its implications

April 6, 2023

In this webinar, Katie Harrison, JD, CRCM, Director Financial Services at FORVIS, will provide an update on what is covered in the final rule of Section 1071. Join us for 60 minutes where Katie will highlight where financial services organizations can expect to see the largest implications from the rule on their day-to-day operations including: data points and expected sources, policy and procedure changes, budget considerations, system supports, and training. Includes a Q&A session.

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Implementing policies and procedures as part of a Compliance Management Program

March 23, 2023

In this webinar, Bill Elliott, CRCM, Director of Compliance Education, Young and Associates, will address specific strategies to use when implementing policies and procedures as part of a Compliance Management Program, including managing employee expectations, providing resources to adapt to new processes, and setting manageable goals before, during, and after implementation. Join us for 60 minutes and learn about how following these strategies when implementing change will help make following new processes and procedures easier for everyone in the organization.

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