Calendar

Aug
22
Tue
Vendor Problem Resolution: A Five-Step Approach
Aug 22 @ 3:00 pm – 4:30 pm

More Info & Registration: CLICK HERE
Title: Vendor Problem Resolution: A Five-Step Approach
Presenter: David A. Reed, JD – Reed & Jolly, PLLC

Aug
23
Wed
Proven Steps to Successful Business Development: Defining Prospects, Engagement Scripts, Overcoming Objections & Measuring Performance
Aug 23 @ 3:00 pm – 4:30 pm

More Info & Registration: CLICK HERE
Title: Proven Steps to Successful Business Development: Defining Prospects, Engagement Scripts, Overcoming Objections & Measuring Performance
Presenter: Tim Tivis – Pinnacle Training Group

Aug
24
Thu
New Compliance Officer Boot Camp
Aug 24 @ 3:00 pm – 4:30 pm

More Info & Registration: CLICK HERE
Title: New Compliance Officer Boot Camp
Presenter: Molly Stull – Brode Consulting Services, Inc.

Aug
25
Fri
Revisiting Your HMDA Policies & Procedures to Include Comprehensive Changes Effective January 1, 2018
Aug 25 @ 11:00 am – 12:30 pm

More Info & Registration: CLICK HERE
Title: Revisiting Your HMDA Policies & Procedures to Include Comprehensive Changes Effective January 1, 2018
Presenter: Molly Stull – Brode Consulting Services, Inc.

Aug
29
Tue
Regulation E Series: Comparing Regulation E with Visa & MasterCard Rules
Aug 29 @ 3:00 pm – 4:30 pm

More Info & Registration: CLICK HERE
Title: Regulation E Series: Comparing Regulation E with Visa & MasterCard Rules
Presenter: Diana Kern – SHAZAM, Inc.

Aug
30
Wed
Asset-Liability Management Overview: Concepts, Fundamentals & Assessing Risks
Aug 30 @ 3:00 pm – 4:30 pm

More Info & Registration: CLICK HERE
Title: Asset-Liability Management Overview: Concepts, Fundamentals & Assessing Risks
Presenter: Gary J. Young – Young & Associates, Inc.

Aug
31
Thu
Record Retention & Destruction Rules: Compliance & Best Practices
Aug 31 @ 3:00 pm – 4:30 pm

More Info & Registration: CLICK HERE
Title: Record Retention & Destruction Rules: Compliance & Best Practices
Presenter: Elizabeth Fast, JD & CPA – Spencer Fane LLP

Sep
4
Mon
Labor Day – PACB Office Closed
Sep 4 all-day
Sep
6
Wed
Responding to Official Demands for Customer Funds: Subpoenas, Garnishments, Summonses & Levies
Sep 6 @ 3:00 pm – 4:30 pm

More Info & Registration: CLICK HERE
Title: Responding to Official Demands for Customer Funds: Subpoenas, Garnishments, Summonses & Levies
Presenter: Elizabeth Fast, JD & CPA – Spencer Fane LLP

Sep
7
Thu
Understanding & Processing IRA Rollovers & Transfers
Sep 7 @ 3:00 pm – 4:30 pm

More Info & Registration: CLICK HERE
Title: Understanding & Processing IRA Rollovers & Transfers
Presenter: Frank J. LaLoggia – LaLoggia Consulting, Inc.