Calendar

May
23
Tue
Account Documentation Series: Nonresident Alien Accounts: Opening, Tax ID Numbers, IRS Issues & More
May 23 @ 3:00 pm – 4:30 pm

More Info & Registration: CLICK HERE
Title: Account Documentation Series: Nonresident Alien Accounts: Opening, Tax ID Numbers, IRS Issues & More
Presenter: Dawn Kincaid – Brode Consulting Services, Inc.

May
24
Wed
Credit Analyst Training Part 1: Basic Small Business Lending
May 24 @ 3:00 pm – 4:30 pm

More Info & Registration: CLICK HERE
Title: Credit Analyst Training Part 1: Basic Small Business Lending
Presenter: S. Wayne Linder – Young & Associates, Inc.

May
25
Thu
Regulation E Series: How to Handle Unauthorized Electronic Fund Transfers Under Reg E
May 25 @ 3:00 pm – 4:30 pm

More Info & Registration: CLICK HERE
Title: Regulation E Series: How to Handle Unauthorized Electronic Fund Transfers Under Reg E
Presenter: Elizabeth Fast, JD & CPA – Spencer Fane LLP

May
29
Mon
Memorial Day – PACB Office Closed
May 29 all-day
May
31
Wed
Auditing Call Reports: Compliance, Regulator Expectations & Best Practices
May 31 @ 3:00 pm – 4:30 pm

More Info & Registration: CLICK HERE
Title: Auditing Call Reports: Compliance, Regulator Expectations & Best Practices
Presenters: Michael Gordon, CPA, MBA & Alison Wester, CPA – Mauldin & Jenkins, LLC

Jun
1
Thu
12 Key Elements of an Effective Digital Marketing Strategy
Jun 1 @ 3:00 pm – 4:30 pm

More Info & Registration: CLICK HERE
Title: 12 Key Elements of an Effective Digital Marketing Strategy
Presenter: Eric C. Cook – WSI Internet Consulting

Jun
5
Mon
Report Writing for Auditors: Tips, Tools & Best Practices
Jun 5 @ 3:00 pm – 4:30 pm

More Info & Registration: CLICK HERE
Title: Report Writing for Auditors: Tips, Tools & Best Practices
Presenter: Molly Stull – Brode Consulting Services, Inc.

Jun
6
Tue
Revisiting TRID Line-by-Line Part 2: Closing Disclosure
Jun 6 @ 3:00 pm – 4:30 pm

More Info & Registration: CLICK HERE
Title: Revisiting TRID Line-by-Line Part 2: Closing Disclosure
Presenter: Steven Van Beek, Esq., NCCO – Howard & Howard Attorneys PLLC

Jun
7
Wed
Developing an Effective Process for Change Control: Shared Responsibilities, Implementation & Monitoring
Jun 7 @ 3:00 pm – 4:30 pm

More Info & Registration: CLICK HERE
Title: Developing an Effective Process for Change Control: Shared Responsibilities, Implementation & Monitoring
Presenter: Brian W. Vitale, NCCO, CAMS-Audit – Compliance Advisory Services

Jun
8
Thu
BSA Compliance Series: New BSA Officer Training
Jun 8 @ 3:00 pm – 4:30 pm

More Info & Registration: CLICK HERE
Title: BSA Compliance Series: New BSA Officer Training
Presenter: Bill Elliott, CRCM – Young & Associates, Inc.