Transform research into a powerful management tool that strengthens performance evaluation and supports smarter decision-making. In this session, we’ll explore the advantages of various research methods—from surveys to focus groups—and how they can be applied to strategic and marketing planning. Walk away with actionable insights you can use to enhance decision-making and drive your bank’s success. Learning Objectives: Describe how research can be used as a tool to evaluate organizational performance and guide decision-making. Explore the strengths of surveys, focus groups, and other research approaches. Identify appropriate contexts for applying each research method in banking. Duration: 60-minutes Presented live and recorded on 02/19/26.

Many professionals encounter the term “tokenized deposits” without a clear understanding of what it means or how it works. This session explains what tokenized deposits are, how they function, and their emerging role in the banking sector. You will gain a solid, practical understanding of the core concepts and their growing impact on the industry. Learning Objectives: Define the term “tokenized deposits.” Identify the differences between tokenized deposits and traditional deposits. Understand the relation between tokenized deposits, stablecoins, and central bank digital currencies (CBDCs). Learn how tokenized deposits fit in today’s banking models and emerging digital assets frameworks. Recognize the regulatory treatment differences between tokenized (FDIC insured) and stablecoins (not FDIC insured). Duration: 60-minutes Presented live and recorded on 02/24/26. Purchase the five-part webinar series

In today's complex financial landscape, financial institutions face an increasing threat from counterfeit, altered, and forged checks and indorsements. This webinar provides a comprehensive understanding of these fraudulent activities, equipping bank personnel with the knowledge and tools to handle this type of fraud. This webinar covers: Understanding the Types of Fraud: Explore the various definitions used in check fraud - counterfeit, altered, forged signatures and indorsements. Responding to Fraudulent Activity: Understand the steps involved in investigating fraudulent checks and which party holds the warranties and liabilities. Dealing Direct: What a breach of warranty claim looks like and various scenarios to work through. Learning Objectives: Identify fraudulent check activity. Gain knowledge and tools to handle different types of fraud. Understand the responsibilities of each party when involved in check fraud. Duration: 90 minutes Presented live and recorded on 2/25/26.

Building a strong portfolio is critical for every commercial banker, but prospecting is tough. It takes discipline, resilience, and a clear, practical plan. Many bankers overlook the basic information and resources available to help them open doors and build a healthy pipeline.   Because the pipeline ultimately shapes the portfolio you and your bank want, you need a strategy that connects you with the right prospects, those who truly benefit from your expertise.   This session explains how to structure your prospecting, target the right prospects, use key information sources effectively, and increase your overall success rate.   Learning Objectives: Identify personal qualities such as discipline, consistency, and resilience, that support successful prospecting. Develop a step-by-step prospecting framework that supports your portfolio goals and your bank’s strategies. Apply insights from your plan to refine your pipeline and convert more prospects into clients. Duration: 60-minutes   Presented live and recorded on 02/26/26.