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Kadince Webinars

Explore free, expert-led training tailored for banking professionals. Stay ahead with insights on compliance, marketing, CRA, and community involvement. Whether you’re looking to sharpen your skills or gain CE credit, our webinars deliver actionable knowledge to help you succeed.

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Upcoming Events

Reading Regulatory Signals: HMDA Trends, Hot Spots, and What's Next

Supervisory guidance, public statements, and other regulatory releases are full of signals about where HMDA scrutiny is headed. If you know how to read them, that data can help your institution understand what examiners care about and where to focus your program.

Join Kadince on July 10th at 12 pm CT to hear from HMDA expert Charles LeFevre. During this free webinar, Charles will review the regulatory hot topics that have surfaced over the last year, walk through key lessons learned, and share practical considerations for your HMDA program as you finish out the year.

You'll leave with a clearer understanding of what the data is telling us, where the industry may be headed, and how to prepare for what's next.

The ABA has approved this webinar for 1.25 CERP and CRCM credits.

 

Beyond the Numbers: Using Behavioral Science to Help Your Community Make Better Financial Decisions

Financial decisions are rarely driven by numbers alone. Emotions, stress, habits, outside influences, and personal experiences all shape how people think about and manage money. For banks and credit unions focused on financial wellness, understanding these behavioral drivers can create more meaningful conversations, stronger engagement, and better outcomes for the people you serve.

Join us on July 31st at 12 pm CT to hear from Andy Manthei from GreenPath. Andy will explore how behavioral science can help institutions better understand the internal and external factors influencing financial decision-making. We’ll examine the behavioral concepts that commonly impact member decisions and provide practical frameworks for guiding more effective, supportive conversations that encourage positive behavior change without judgment.

You’ll walk away with tactical strategies to reframe financial conversations, strengthen member connections, and better support your financial wellness mission.

The ABA has approved this webinar for 1.25 CERP and CFMP credits.

Ask the HMDA Experts: A Live Q&A on Reporting, Exams, and HMDA Compliance

HMDA requirements continue to evolve, and even experienced compliance professionals encounter questions that don't always have straightforward answers.

Join us on August 7th at 12 pm CT for a live Q&A webinar moderated by HMDA expert Charles LeFevre. This webinar will feature HMDA experts Liza Mistry of Fifth Third Bank, Lindsay Yousif of Miller Yousif Advisory, and Joshua Kummer of Old National Bank. These experts will answer your questions related to HMDA reporting, data collection, common compliance challenges, exam trends, and more.

You’ll have the chance to submit questions when registering, or during the live webinar. We'll cover as many as possible during this interactive discussion so you can leave with practical guidance from experienced HMDA professionals.

Building a Smarter CRA Investment Strategy for Today's Environment

As the Community Reinvestment Act (CRA) continues to shape how financial institutions deploy capital in low- and moderate-income (LMI) communities, banks face a dynamic landscape of regulatory expectations, evolving investment strategies, and growing demand for measurable impact.

Join us on September 2nd at 12 pm CT to hear from Jessica Botelho and Jamie Horwitz of Community Capital Management (CCM). During this free webinar, we'll discuss key trends shaping CRA investing and share insights from CCM's 2025 CRA Investing Survey. We'll also explore opportunities in affordable housing, economic development, municipal finance, and other community development areas that may support your institution's CRA strategy.

You'll gain a better understanding of how institutions are approaching CRA investments today, what opportunities may be emerging in the current environment, and practical considerations for developing an effective CRA investment strategy that supports both community impact and regulatory goals.

The ABA has approved this webinar for 1.25 CERP and CRCM credits.

The Generational Deposit Gap: How to Win the Next Generation of Account Holders

The next generation of depositors is forming banking relationships earlier than ever, and many are choosing fintechs and digital-first providers over traditional financial institutions. For banks and credit unions focused on long-term growth, financial education alone isn't enough. The real opportunity is helping young people build lasting financial habits while creating meaningful connections with your institution.

Join Kadince on September 18th at 12 pm CT to hear from Gregg Murset, Chief Executive Officer of BusyKid. During this free webinar, you’ll get a practical look at how your institution can stay relevant to younger families and build lasting relationships before they choose someone else. We'll explore why financial education alone often falls short, what it takes to turn knowledge into real-world behavior, and how leading institutions are engaging kids, teens, and parents in ways that strengthen loyalty across generations.

You'll walk away with concrete strategies to engage younger audiences, ideas for connecting financial literacy to hands-on experience, and a clearer view of how to position your institution for the generational shift ahead.

The ABA has approved this webinar for 1.25 CFMP and CRCM credits.

Request Continuing Education (CE) Credit

Need CE credit from the ABA, CRA Today, or another organization? If you watched one of our approved live or on-demand webinars, simply click the button below, and we’ll send you an official certificate.

Important: You’re responsible for self-reporting your CE credit to the appropriate organization. Once you submit the form, we’ll provide clear instructions on how to do this.
If you have any questions, reach out to us at cecredit@kadince.com.
Request CE Credit

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