Calendar

  1. January 2020

    1. Tuesday, January 28, 2020
      1. Event image 8:30 AM – 4:00 PM at Pittsburgh Area

        HOW TO ENSURE COMPLIANCE WITH DEPOSIT REGULATIONS - Johnstown >

        This seminar provides a simple and effective way to ensure key personnel are up to date on current federal regulations. The major federal regulations governing deposits are explained in plain, easy-to-understand language. Walk away knowing exactly what your institution needs to do to achieve total compliance. More >
  2. February 2020

    1. Tuesday, February 18, 2020
      1. Event image 8:00 AM – 4:00 PM at Harrisburg Area

        RETAIL LENDING - Harrisburg >

        This one-day seminar is packed with the key regulations impacting non-TRID retail lending and the required disclosures, including personal secured/unsecured loans, lines of credit, vehicle loans, mobile home only loans and more! More >
    1. Wednesday, February 19, 2020
      1. Event image 8:00 AM – 4:00 PM at Harrisburg Area

        LIFE CYCLE OF A DEPOSIT ACCOUNT - Harrisburg >

        This session is packed with key considerations, required disclosure requirements, consumer vs. commercial deposit account compliance (and which regulations apply to which), federal benefit garnishment requirements, nuances, challenges and more. Whether you are new, looking for a refresher, or want to hear the latest examiner hot topics, this session covers it! More >
    1. Thursday, February 20, 2020
      1. Event image 8:00 AM – 4:00 PM at Harrisburg Area

        SOCIAL MEDIA BOOTCAMP - Harrisburg >

        Join this full-day seminar to learn the ins and outs of the regulations and guidance that should be considered to avoid costly products or risk when leveraging social media for marketing and/or customer feedback. We will highlight what your Social Media Program should include (including a Social Media Policy template), the regulatory risks, including the FFIEC Guidance, Advertising, Privacy, FCRA, National Labor Relations Act, One-Click, Complaints – to name but a few. More >
  3. March 2020

    1. Tuesday, March 24, 2020
      1. Event image Multi-Day Event8:15 AM Tuesday – 4:00 PM Thursday at Harrisburg Area

        School of Compliance >

        Regulators continue to emphasize the importance of a comprehensive compliance management system supported by a knowledgeable compliance officer and management team. The school focuses on the regulatory issues with the highest risks and incorporates discussion of “real-life” examples and best practices. More >
  4. April 2020

    1. Tuesday, April 7, 2020
      1. Event image 8:15 AM – 4:00 PM at Harrisburg Area

        2020 Call Report Preparation Update >

        The Call Report is constantly changing, producing confusion and many questions. Extensive changes took place over the course of the past few years and there are more on the horizon. This seminar will provide updates and training for experienced preparers and reviewers and will include complete coverage of new and complex issues impacting the Call Report preparation. New, proposed, and revised changes will be presented in summary form at the beginning of the seminar followed by a more detailed discussion over the course of the seminar. More >
  5. June 2020

    1. Thursday, June 25, 2020
      1. Event image 8:00 AM – 4:00 PM at Hershey

        Directors Institute >

        The Directors Institute is a non-profit organization which hosts a one-day interactive seminar that aims to provide financial services institution directors with best practice learning for both new and experienced directors. Registration information is not currently available for this event. More >