CBAO University has been approved to provide CPE credits for attending seminars in the areas of compliance, internal audit, management, accounting, taxation, lending & personal development. Please refer to each brochure for the total amount of hours each seminar is approved for.
Email
Dawn Hoover
to register for a seminar/webinar
*Please include seminar name and bank contact information*
| August 30 |
The Art of Customer Service
|
Webinar |
| August 31 |
Endorsements on Fiduciaries, Trusts, Estates and Business Documents |
Webinar |
| September 7 |
Extraordinary Customer Service III |
Webinar |
| September 8 |
Build a World-Class Referral System in 30 Days (Without Having to Buy Expensive Technology!)
|
Webinar |
| September 20 |
10 Reasons Your Customer May Not be FDIC Insured
|
Webinar |
| September 21 |
Extraordinary Customer Service IV |
Webinar |
| September 22 |
Creating a Customer Service Culture that Makes Money |
Webinar |
| October 4 |
Best Sales Practices for the Frontline |
Webinar |
| October 4 |
Advanced New Account Issues: Powers of Attorney, Trusts, Estates & More |
Webinar |
| October 11 |
Power of Attorney & Living Trust |
Webinar |
| October 12 |
Best Teller Supervisory Practices |
Webinar |
| October 13 |
IRA Basics |
Webinar |
| October 25 |
Responding to Official Demands for Customer Funds |
Webinar |
| October 27 |
IRA: Beyond the Basics |
Webinar |
| November 3 |
Mandatory Compliance Training Series: Bank Protection Act Robbery Preparedness for All Staff |
Webinar |
| November 8 |
IRA: Beyond the Basics |
Webinar |
| November 9 |
Achieving Teller Excellence |
Webinar |
| November 10 |
Creating a Coaching Culture |
Webinar |
| November 15 |
Staying Up-to-Date with BSA & OFAC: Training for the Frontline |
Webinar |
| November 29 |
Opening Accounts for Non-Resident Aliens |
Webinar |
| December 1 |
Sales Contests and Promotions |
Webinar |
| December 8 |
Paper Checks, Remote Capture, ACH & Electronic Transfers: Who is Liable? |
Webinar |
| December 13 |
The New Business Account Interview: Meeting Regulator & Bank Requirements |
Webinar |
| December 13 |
IRA Audit |
Webinar |
| December 20 |
Check Holds |
Webinar |