Calendar of Events

  • GSB at LSU

    May 24th, 2018
    All-day Event
    Baton Rouge, LA

    Graduate School of Banking at LSU
    Baton Rouge, LA
    May 20 - June 1, 2018

     

     

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  • E-Sign for Lending and Critical E-Sign Implementation Issues

    May 24th, 2018
    10:00am - Noon
    E-Sign for Lending and Critical E-Sign Implementation Issues
     

    Presented by Susan Costonis
    Thursday, May 24th, 2018
    10:00 am - 12:00 pm CT

    COVERED TOPICS

    • What are the rules? Learn about Federal regulations for E-Sign
    • Which lending regulations are related to E-Sign and have specific provisions for compliance?
    • Can you provide appraisal copies electronically?
    • How do you comply with the “delivery” requirements of Integrated Disclosures for Loan Estimates and Closing Disclosures?
    • What are “digital signatures”?
    • What are the retention requirements for loan documents?
    • Can mortgage statements be provided electronically?
    • Can Privacy Notices be provided electronically?
    • Common questions, resources, exam procedures
    • Learn the Six-Step Process for Consumer Consent
    • Basic Steps for E-Sign Implementation
    • Tips for cybersecurity and fraud detection of identity theft
    Register here
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  • GSB at LSU

    May 25th, 2018
    All-day Event
    Baton Rouge, LA

    Graduate School of Banking at LSU
    Baton Rouge, LA
    May 20 - June 1, 2018

     

     

    Click Here for Brochure

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  • GSB at LSU

    May 26th, 2018
    All-day Event
    Baton Rouge, LA

    Graduate School of Banking at LSU
    Baton Rouge, LA
    May 20 - June 1, 2018

     

     

    Click Here for Brochure

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  • GSB at LSU

    May 27th, 2018
    All-day Event
    Baton Rouge, LA

    Graduate School of Banking at LSU
    Baton Rouge, LA
    May 20 - June 1, 2018

     

     

    Click Here for Brochure

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  • GSB at LSU

    May 28th, 2018
    All-day Event
    Baton Rouge, LA

    Graduate School of Banking at LSU
    Baton Rouge, LA
    May 20 - June 1, 2018

     

     

    Click Here for Brochure

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  • GSB at LSU

    May 29th, 2018
    All-day Event
    Baton Rouge, LA

    Graduate School of Banking at LSU
    Baton Rouge, LA
    May 20 - June 1, 2018

     

     

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  • Officer Calling: Prospecting, Preparing & Presentation

    May 29th, 2018
    1:30pm - 3:30pm
    Officer Calling: Prospecting, Preparing & Presentation


    Presented by Jeffery W. Johnson
    Tuesday, May 29th, 2018
    1:30 pm - 3:30 pm CT


    COVERED TOPICS

    • Preparing for Your Call
    • Developing Effective Listening Skills
    • Understanding Your Customers and Market
    • Avoiding the Top Ten Sales Mistakes
    • Developing Effective Closing Techniques
    • Establishing Strategies and Techniques to Retain Customers
    Register here
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  • GSB at LSU

    May 30th, 2018
    All-day Event
    Baton Rouge, LA

    Graduate School of Banking at LSU
    Baton Rouge, LA
    May 20 - June 1, 2018

     

     

    Click Here for Brochure

    More Details
  • GSB at LSU

    May 31st, 2018
    All-day Event
    Baton Rouge, LA

    Graduate School of Banking at LSU
    Baton Rouge, LA
    May 20 - June 1, 2018

     

     

    Click Here for Brochure

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  • GSB at LSU

    Jun 1st, 2018
    All-day Event
    Baton Rouge, LA

    Graduate School of Banking at LSU
    Baton Rouge, LA
    May 20 - June 1, 2018

     

     

    Click Here for Brochure

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  • Bank Call Report Preparation for Beginners - Part 1 of 5

    Jun 1st, 2018
    10:00am - Noon
    Bank Call Report Preparation for Beginners - Part 1 of 5
    *
    This 5 part webinar series will be held on June 1, 8, 15, 22 and 29.

    Presented by Ann Thomas
    Friday, June 1st, 2018
    10:00 am - 12:00 pm CT

    The webinar series will cover the call report in schedule order.


    JUNE 1
    The first webinar will explain general reporting requirements, including consolidation rules, filing deadlines, procedures, and call report resources. In addition, the income statement schedules, RI and RI-A, which can be prepared using the general ledger, will be covered.

    JUNE 8
    The
    second webinar will continue with the last three income statement schedule, RI-B, RI-C, and RI-E and follow with coverage of the balance sheet schedules, starting with RC, followed by the detail balance sheet schedules RC-A and RC-B. There will also be a detailed discussion of the loan classification requirements for RC-C.

    JUNE 15
    The third webinar will continue with the remaining line items on RC-C, parts I & II, followed by coverage of RC-E, RC-F, RC-G, and RC-K.

    JUNE 22
    The fourth webinar will cover the remaining call report schedules other than risk based capital, RC-L, RC-M, RC-N, RC-O, RC-P, RC-Q, RC-S, & RC-T.

    JUNE 29
    The final webinar will cover risk based capital under the Basel III rules.

    Register here
     

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  • Using Personal Tax Returns for Global Cashflow: What's Cashflow and What Isn't

    Jun 4th, 2018
    1:30pm - 3:30pm
    Using Personal Tax Returns for Global Cashflow: What's Cashflow and What Isn't


    Presented by Vincent DiCara
    Monday, June 4th, 2018
    1:30 pm - 3:30 pm CT


    COVERED TOPICS

    • Understanding those sections of the tax return that are important for determining a borrower's ability to generate cash flow
    • Identifying cash inflows and outflows from tax returns
    • The relevance of information in various tax schedules
    • The difference between cash flow and taxable income
    • Understanding how personal cash flow is generated from owning small businesses, sole proprietorships, partnerships, corporations and limited liability companies
    Register here
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  • Call Center Representative Training

    Jun 5th, 2018
    10:00am - Noon
    Call Center Representative Training


    Presented by J. T. Turner
    Tuesday, June 5th, 2018
    10:00 am - 12:00 pm CT


    COVERED TOPICS

    • The call cycle
    • Why have call centers?
    • Using open/closed questions to control a call
    • Showing value
    • Confirming satisfaction
    • Handling problem calls
    Register here
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  • TRID Checkup

    Jun 5th, 2018
    1:30pm - 3:30pm
    TRID Checkup


    Presented by Carl Pry
    Tuesday, June 5th, 2018
    1:30 pm - 3:30 pm CT

    This description is from the July 2017 webinar. Please check back for a modified description. Topics may be updated, but registration is now open.
     

    COVERED TOPICS

    • Tolerance fixes
    • Clarifications on providing disclosures to third parties
    • Additional proposal on using a CD in certain tolerance situations
    • Many other clarifications and technical corrections on problematic issues
    • Concerns and issues related to the timing and delivery of the Loan Estimate and the Closing Disclosure - ensuring compliance and fixing processes
    • Issues around the content of the Loan Estimate and the Closing Disclosure - specific line items and questions
    • Variations/tolerance issues - what is the baseline? How and when should we remediate
    • Documenting changed circumstances - perhaps the most important thing you can do
    • Changes before closing - is a new waiting period required?
    • Nailing down the application process, including pre-quals and preapprovals (is there a such thing anymore?)
    • Keeping straight the business day differences and the mailing rule
    • When to rely on automation vs. when not to
    • Proving your good faith efforts to comply
    • And more
    Register here
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  • Protecting Your Salaried-Exempt Status

    Jun 6th, 2018
    10:00am - Noon
    Protecting Your Salaried-Exempt Status


    Presented by Bob Gregg
    Wednesday, June 6th, 2018
    10:00 am - 12:00 pm CT


    COVERED TOPICS

    • Types of exemptions
    • Protecting the exemptions (avoiding improper processes, danger areas and land mines)
    • Improper deductions (absence, discipline, illness, performance, military leave, etc.)
    • When can you dock salary for absence?
    • Avoiding land mines
    • FMLA, work from home
    • The "Safe Harbor" and other policies that can prevent organizational and personal liability
    Register here
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  • Basics of Real Estate Loan Documentation

    Jun 6th, 2018
    1:30pm - 3:30pm
    Basics of Real Estate Loan Documentation


    Presented by Robin Russell
    Wednesday, June 6th, 2018
    1:30 pm - 3:30 pm CT


    COVERED TOPICS

    • Real estate lien notes
    • Letters of Intent, Commitment Letters and Loan Agreements
    • Mortgages and Deeds of Trust
    • Real property legal descriptions
    • Purchase and sale agreements
    • Appraisal requirements and regulatory guidelines
    • Evaluations
    • Surveys, title commitments and title insurance
    • Property and casualty insurance
    • Deed restrictions and zoning
    • Environmental risk assessments
    • Flood insurance regulations
    • Basic construction lending documentation
    • Essential loan administration
    • Closing documentation
    • Essential loan administration issues, loan agreements and construction lending monitoring requirements
    • Key real estate bankruptcy concepts
    Register here
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  • 25 Baseline Controls Banks Struggle to Implement

    Jun 7th, 2018
    10:00am - Noon
    25 Baseline Controls Banks Struggle to Implement


    Presentd by Chad Knutson
    Thursday, June 7th, 2018
    10:00 am - 12:00 pm CT


    COVERED TOPICS

    • FFIEC Guidance
    • Inherent Risk Assessment Process
    • Cyber Maturity Process
    • Top 25 Controls
    • Remediation Ideas
    • Tracking Progress on Controls
    Register here
    More Details
  • Bank Call Report Preparation for Beginners - Part 1 of 5

    Jun 8th, 2018
    10:00am - Noon
    Bank Call Report Preparation for Beginners - Part 1 of 5
    *
    This 5 part webinar series will be held on June 1, 8, 15, 22 and 29.

    Presented by Ann Thomas
    Friday, June 1st, 2018
    10:00 am - 12:00 pm CT

    The webinar series will cover the call report in schedule order.


    JUNE 1
    The first webinar will explain general reporting requirements, including consolidation rules, filing deadlines, procedures, and call report resources. In addition, the income statement schedules, RI and RI-A, which can be prepared using the general ledger, will be covered.

    JUNE 8
    The
    second webinar will continue with the last three income statement schedule, RI-B, RI-C, and RI-E and follow with coverage of the balance sheet schedules, starting with RC, followed by the detail balance sheet schedules RC-A and RC-B. There will also be a detailed discussion of the loan classification requirements for RC-C.

    JUNE 15
    The third webinar will continue with the remaining line items on RC-C, parts I & II, followed by coverage of RC-E, RC-F, RC-G, and RC-K.

    JUNE 22
    The fourth webinar will cover the remaining call report schedules other than risk based capital, RC-L, RC-M, RC-N, RC-O, RC-P, RC-Q, RC-S, & RC-T.

    JUNE 29
    The final webinar will cover risk based capital under the Basel III rules.

    Register here
     

    More Details
  • CRA - A Law or a Game

    Jun 11th, 2018
    1:30pm - 3:30pm
    CRA - A Law or a Game


    Presented by Jack Holzknecht
    Monday, June 11th, 2018
    1:30 pm - 3:30 pm CT

    COVERED TOPICS

    This two-hour program includes:

    • A review of the basic requirements of CRA and its implementing regulations, including:
      • Performance tests, standards, and ratings;
      • Assigned ratings;
      • Assessment area delineation;
      • Public file requirements;
      • CRA notices; and
      • Community Development activities;
    • An explanation of the adjustment to the asset-size thresholds used to define “small bank” and “intermediate small bank,”
      • A review of recent redlining cases; and
      • A review of the recently published final amendments to the CRA regulations.
    Register here
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  • Onboarding Your New Hire

    Jun 12th, 2018
    1:30pm - 3:30pm
    Onboarding Your New Hire


    Presented by Honey Shelton
    Tuesday, June 12th, 2018
    1:30 pm - 3:30 pm CT


    COVERED TOPICS

    • Polish up your culture and get the word out about it to everyone
    • Showcase your culture in every job interview and every launch of a new hire
    • How to set the tone for success?
    • The Four C's of onboarding: Compliance, Clarification, Culture and Connection
    • Using the first two weeks of employment as a launching board
    • Create an engaged employee from the start.
    • Best practices to wow the new hire
    • What is employee engagement?
    • How do I train a new hire effectively?
    • Provide coaching and support
    Register here

     
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  • Excel Explained: Pivot Tables 101

    Jun 13th, 2018
    1:30pm - 3:30pm
    Excel Explained: Pivot Tables 101


    Presented by David Ringstrom
    Wednesday, June 13th, 2018
    1:30 pm - 3:30 pm CT

     

    COVERED TOPICS

    • Compiling unwieldy data into the format required for pivot table analysis quickly and easily.
    • Using Excel’s PivotTable feature to quickly identify anomalies within QuickBooks data.
    • Adding fields to pivot tables.
    • Discovering how pivot tables differ from worksheet formulas and learning the importance of the Refresh command.
    • Identifying the requirements of ideal data sets to be analyzed within your pivot tables.
    • Avoiding frustration by understanding the nuances of pivot table formatting.
    • Learning the nuances associated with subtotaling data within a pivot table.
    • Creating a macro that will automatically remove the words “Sum Of” from your pivot table fields.
    • Filtering pivot table data based on date ranges by way of the Timeline feature in Excel 2013 and later.
    • Learning multiple ways to remove fields from a pivot table.
    • Disabling the GETPIVOTDATA function if it’s not needed for your analysis.
    • Understanding why numeric data may appear in a pivot table more than once and how to correct the problem.

    LEARNING OBJECTIVES:

    • Define how to expand and collapse groups of data within a pivot table.
    • Identify the best approach for formatting numbers within a pivot table.
    • List ways to add and/or remove fields from a pivot table.
    Register here
    More Details
  • Bank Call Report Preparation for Beginners - Part 1 of 5

    Jun 15th, 2018
    10:00am - Noon
    Bank Call Report Preparation for Beginners - Part 1 of 5
    *
    This 5 part webinar series will be held on June 1, 8, 15, 22 and 29.

    Presented by Ann Thomas
    Friday, June 1st, 2018
    10:00 am - 12:00 pm CT

    The webinar series will cover the call report in schedule order.


    JUNE 1
    The first webinar will explain general reporting requirements, including consolidation rules, filing deadlines, procedures, and call report resources. In addition, the income statement schedules, RI and RI-A, which can be prepared using the general ledger, will be covered.

    JUNE 8
    The
    second webinar will continue with the last three income statement schedule, RI-B, RI-C, and RI-E and follow with coverage of the balance sheet schedules, starting with RC, followed by the detail balance sheet schedules RC-A and RC-B. There will also be a detailed discussion of the loan classification requirements for RC-C.

    JUNE 15
    The third webinar will continue with the remaining line items on RC-C, parts I & II, followed by coverage of RC-E, RC-F, RC-G, and RC-K.

    JUNE 22
    The fourth webinar will cover the remaining call report schedules other than risk based capital, RC-L, RC-M, RC-N, RC-O, RC-P, RC-Q, RC-S, & RC-T.

    JUNE 29
    The final webinar will cover risk based capital under the Basel III rules.

    Register here
     

    More Details
  • Compliance Perspectives

    Jun 18th, 2018
    1:30pm - 3:30pm
    Compliance Perspectives


    Presented by Carl Pry
    Monday, June 18th, 2018
    1:30 pm - 3:30 pm CT


    Covered topics coming soon.

    This webinar is a breakout session from the Core Compliance Suite. A subscription to the Core Compliance Suite (CCS) includes a quarterly, two-hour webinar focused on the most recent changes to the compliance landscape as well as access to six core compliance webinars presented by Carl Pry which are essential to your annual compliance training. For more information on the Core Compliance Suite  visit  ttsComplianceSuite.com . You can email questions to info@ttsTrain.com or talk with a representative by calling 1-800-831-0678.

    Register here
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  • Notary Public

    Jun 19th, 2018
    10:00am - Noon
    Notary Public


    Presented by Terri D. Thomas
    Tuesday, June 19th, 2018
    10:00 am - 12:00 pm CT


    COVERED TOPICS

    • Basic Notary Public laws
    • Responsibilities of a Notary Public
    • Conflicts of interest
    • What happens when the law and the employer don't agree
    • Different types of notarial acts
    • Notarial liability and why notaries are sued
    Register here
    More Details
  • RESPA - Those Pesky Section 8 Violations

    Jun 19th, 2018
    1:30pm - 3:30pm
    RESPA - Those Pesky Section 8 Violations


    Presented by Jack Holzknecht
    Tuesday, June 19th, 2018
    1:30 pm - 3:30 pm CT


    COVERED TOPICS

    Upon completion of the program participants understand:

    • What transactions are covered by RESPA's prohibition against unearned fees and kickbacks;
    • What actions are prohibited;
    • What constitutes a referral fee, or an unearned fee or kickback;
    • What compensation is permissible;
    • What constitutes an affiliated business arrangement and the rules that apply to such arrangements;
    • How to properly handle broker arrangements; and
    • Recent CFPB consent decrees related to Section 8, including a case where the CFPB didn’t come out the winner in the end.
    Register here
    More Details
  • Bank Call Report Preparation for Beginners - Part 1 of 5

    Jun 22nd, 2018
    10:00am - Noon
    Bank Call Report Preparation for Beginners - Part 1 of 5
    *
    This 5 part webinar series will be held on June 1, 8, 15, 22 and 29.

    Presented by Ann Thomas
    Friday, June 1st, 2018
    10:00 am - 12:00 pm CT

    The webinar series will cover the call report in schedule order.


    JUNE 1
    The first webinar will explain general reporting requirements, including consolidation rules, filing deadlines, procedures, and call report resources. In addition, the income statement schedules, RI and RI-A, which can be prepared using the general ledger, will be covered.

    JUNE 8
    The
    second webinar will continue with the last three income statement schedule, RI-B, RI-C, and RI-E and follow with coverage of the balance sheet schedules, starting with RC, followed by the detail balance sheet schedules RC-A and RC-B. There will also be a detailed discussion of the loan classification requirements for RC-C.

    JUNE 15
    The third webinar will continue with the remaining line items on RC-C, parts I & II, followed by coverage of RC-E, RC-F, RC-G, and RC-K.

    JUNE 22
    The fourth webinar will cover the remaining call report schedules other than risk based capital, RC-L, RC-M, RC-N, RC-O, RC-P, RC-Q, RC-S, & RC-T.

    JUNE 29
    The final webinar will cover risk based capital under the Basel III rules.

    Register here
     

    More Details