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Thursday, June 13, 2019
8:30 AM – 4:00 PM at Scranton Area
2019 Mastering HMDA - Scranton >
A full-day seminar providing a comprehensive review of the Home Mortgage Disclosure Act (HMDA) and the Consumer Financial Protection Bureau’s (CFPB’s) Regulation C. Whether you are new to HMDA or have been reporting for years, you will receive benefits from this seminar’s practical, “real world” approach to HMDA compliance.
11:00 AM – 1:00 PM at Other
CECL - Complimentary Webinar - co-sponsored by FinPro >
COMPLIMENTARY WEBINAR - We will take a “back to basics” approach in distilling what financial institutions have to accomplish to be compliant for this new accounting standard. Migrating from the “incurred loss” to the “expected credit loss” approach does not have to be overly complex for most U.S. institutions. Board members will benefit from the high-level overview, while senior staff will take away key “action items” for CECL implementation.
Monday, June 24, 2019
8:30 AM – 4:00 PM at Pittsburgh Area
2019 Fundamentals of Open-End Credit - Pittsburgh >
This comprehensive seminar will review in depth the open-end requirements and issues under various laws (e.g., What is the “outstanding principal balance” for flood insurance determinations?), but focusing on the Truth-in-Lending Act/Regulation Z. We will discuss the compliance rules applicable for all lines of credit, including unsecured lines of credits and credit cards, but will spend much of the day reviewing HELOCs. The manual will provide detailed analysis of the rules and serves as a valuable reference tool.
Tuesday, June 25, 2019
– 4:00 PM
2019 Real Estate Lending Compliance - Pittsburgh >
This program is a must for those entering the “regulatory compliance world” or those responsible for “pre” closing file preparation or “post” closing file review. Attendees receive one of the most highly regarded manuals in the industry (over 500 pages of content). The manual will likely be referred to on countless occasions.
Wednesday, June 26, 2019
11:00 AM – 12:00 PM at Webinar
Cyber for the C-Suite: What Executives Can Do to Reduce or Prevent Cyber Threat >
This webinar will answer the persistent question “now, what do we do?” Join us on June 26 at 11 a.m. to learn how to reduce or prevent your institution’s vulnerabilities. @RISK will also have a special offer to those who attend the webinar.
Wednesday, July 10, 2019
– 4:00 PM
2018-2019 Leadership Institute >
Throughout six 2-day sessions, participants will go “behind the curtain” with President and Co-founder of Global Bankers Institute, Dr. Linda Eagle, and Senior Vice President, Chief Culture Officer at Investors Bank, Dennis Budinich, to learn how other banks and Fortune 500 companies like Coca-Cola and Southwest Airlines have driven success by examining the correlation between organizational culture, performance, leadership and engagement.
Monday, August 5, 2019
– 4:30 PM
Real Estate Lending Compliance Seminar - 2 day seminar >
The program provides an overview of the real estate lending requirements from 10 regulations, along with comprehensive coverage of selected topics, policy suggestions, employee training tips, audit techniques and steps to eliminate past problems.
Wednesday, September 11, 2019
12:30 PM – 5:30 PM at Harrisburg Area
Banking Institute - co-sponsored with Stevens & Lee/Griffin Financial Group >
Join us for a day of training and networking. Topics that will be covered include risk management, capital raise, employment update, cannabis, cybersecurity and much more.
Wednesday, October 30, 2019
8:15 AM – 4:00 PM at Harrisburg Area
Bank Secrecy Act Seminar >
More information to follow.
Monday, November 4, 2019
– 4:00 PM
Essentials of Commercial Lending Seminar >
The Essentials of Commercial Lending two-day seminar is designed to provide information for any bank employee interested in learning the basics of commercial lending.
Thursday, November 14, 2019
8:15 AM – 2:00 PM at Hershey
FDIC Directors College >
The Directors College is an interactive, one-day program designed for bank directors that provides ongoing education on current topics and various elements of bank supervision.
Tuesday, December 10, 2019
8:15 AM – 3:45 PM at Harrisburg Area
Analyzing Personal Financial Statements & Tax Returns >
One of the more challenging aspects of lending is analyzing personal financial statements and tax returns. Assessing the borrower’s ability to convert assets to cash to pay short-term debt or honor a guaranty often requires significant adjustments to the borrower’s reported net worth. Adjusted gross income on Form 1040 bears no relationship at all to cash available to pay personal living expenses and debt service. To determine cash available, the lender must construct a personal cash flow using information contained in the personal financial statement and schedules of the tax return. Lenders recognize that the business and personal financial affairs of small business borrowers are closely intertwined necessitating the integration of business and personal cash flow to determine global cash flow.