Products
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Small Business Underwriting: Evaluation, Underwriting and Policy (2021-06-17)
CourseThe challenge of lending to smaller borrowers is how to balance the cost of acquiring them—evaluation, underwriting, approving, monitoring—with the lower profitability inherent in these loans. Smaller loans have proven to be riskier. W202105700B
$295
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Basics of Debit Card Disputes – Consumer Notification to Closing Investigation (2021-01-12)
CourseThis payments webinar will take you through all the issues you may face with a consumer debit card dispute and how to effectively take care of your consumer while balancing Regulation E requirements. W202104910A
$295
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Check Returns and Adjustments: Do’s and Don’ts (2020-09-02)
CourseWebinar will address the rights of the paying bank for the return of checks and how to make an adjustment claim against the depository bank when necessary, mitigating and reducing overall risk to your financial institution. W202001550B
$295
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HSAs - Beyond the Fundamentals (2020-11-12)
CourseTake your knowledge to the next level with a review of difficult HSA issues regarding eligibility requirements, employer contributions, excess contribution issues, prohibited transactions, mistaken distributions, and reporting. W202007950B
$295
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Understanding HSA (Health Savings Accounts) and Medicare (2020-09-17)
CourseGain an understanding of all parts of Medicare, how Medicare can affect HSAs, and how an HSA can be used to pay different parts of Medicare during retirement. W202006560B
$295
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Checks and Check Fraud - Reg CC Updates, Fraudulent Check Disputes, Avoiding Losses and Improving Recovery Efforts (2021-11-19)
CourseThis timely check webinar will cover Reg CC changes, check fraud, return requirements and adjustment processes under the Federal Reserve Bank Operating Circular and Electronic Check Clearing House Organization (ECCHO). W202108100C
$295