On Demand Training

2021 Credit Analyst & Portfolio Manager Seminar

Learn important tools beyond basic business financial ratios and upfront underwriting in this hands-on course. Case studies and exercises will be used to boost your underwriting skills - bring a calculator. **View Brochure**

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2021 Credit Analyst & Portfolio Manager Seminar

2021 Financial Statement Analysis/Cash Flow Analysis Seminar

Develop a better understanding of the operating, investing and financing cash flows of a business and how they impact loan repayment. Whether you are new to financial analysis, or even if you are looking for a refresher, this program provides the information you need. It is also highly recommended for bankers preparing to attend a formal lending school. 2021 Financial Statement Analysis/Cash Flow Analysis Seminar

2021 Opening Business Accounts in Texas Seminar

No doubt about it — opening business accounts is complicated! Verifying if a business is legitimate and who has the authority to transact on behalf of that business can be difficult. What is the securest way to determine who has the authority to transact for a business — especially when owed by multiple owners or another entity? In this comprehensive three-hour training, participants gain con...

2021 Opening Business Accounts in Texas Seminar

Compliance Update School (2021)

This school, for experienced personnel, provides an update on key compliance issues, recent legislation and changes in existing legislation. Attendees receive a copy of the 2021 weeklong Compliance School manual. **View Brochure**


PLEASE NOTE: You will receive an email with access instructions within 24 hours ...

Compliance Update School (2021)
 New Accounts in Texas - ALL SESSIONS

New Accounts Part 1: Opening Personal/Consumer Accounts

Part 1 of our outstanding 3-part series on new accounts, customized to Texas law, provides answers to the most complicated and challenging questions asked by customers and employees. **View Brochure**


Questions? Please email educat...

New Accounts Part 1: Opening Personal/Consumer Accounts

New Accounts Part 3: Opening Trust & Fiduciary Accounts

Part 3 of our outstanding 3-part series on new accounts, customized to Texas law, provides answers to the most complicated and challenging questions asked by customers and employees. **View Brochure**


PLEASE NOTE: You will receive an email with access instructions within 24 hours af...

New Accounts Part 3: Opening Trust & Fiduciary Accounts

Texas Real Estate Loan Documentation Seminar

This seminar provides an overview of Texas real estate loan documentation requirements, regulatory compliance issues, sound loan administration issues and best practices.

IMPORTANT: A print copy of the manual (included in your registration) is required to follow along with the presentation. Register before August 4 to ensure receipt.

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Your Registration O...

Texas Real Estate Loan Documentation Seminar

Texas Secured Loan Documentation Seminar

This comprehensive two-part virtual series, customized to Texas law, provides a thorough understanding of the documentation used in today’s complex lending transactions. Session 1 begins with a review of UCC legal principles, practices and standard security agreements. The basic characteristics of the various types of legal entities (i.e., corporations, partnerships, trusts, etc.) which borrow or guara...

Texas Secured Loan Documentation Seminar