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May 13–16, | Salt Lake City, UT
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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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Most financial institutions have some type of complaint management process in place, but not all programs are built to meet regulatory expectations. Without the right structure, documentation, and oversight, even well-intentioned efforts can fall short during an exam.
Join us on April 30th at 12 pm CT to hear from Charles LeFevre, former FDIC examiner and Director of Compliance Operations at Kadince. In this free session, Charles will break down the key elements regulators expect to see in a complaint management program, plus how to build a process that holds up under scrutiny.
We’ll cover everything from intake and tracking to investigation, resolution, and reporting, along with common pitfalls that can lead to compliance issues. We’ll also explore how complaint data can surface potential fair lending risks, including identifying patterns, trends, and even proxy language that may indicate disparate treatment. You’ll leave with a practical framework to build a more consistent, effective, and exam-ready complaint management program so you’re not surprised during your next evaluation.
AI is already making its way into your bank. But is your CRA team using it safely?
Join us on May 29th at 12 pm CT to hear from CRA expert Linda Ezuka. You’ll learn how CRA officers can confidently use AI without exposing borrower data, violating policy, or creating documentation that won’t stand up to exam scrutiny.
Linda will cover the guardrails you need in place before using any AI tool, practical use cases that can save hours of work, and the gray areas where well-intentioned teams can run into trouble. You’ll even get a free downloadable resource to take back to your team. If you’re curious about AI but unsure where the line is, this session is for you.
The ABA has approved this webinar for 1.25 CERP and CRCM credits.
Did you know that 80% of Gen Z consumers use social media as their main source of financial education? Some of this advice is solid, and some of it is completely incorrect. Your customers (and future customers) are making real money decisions based on viral TikToks, which means you need to meet them where they are and provide the correct information that will make a real difference.
Join us on June 3rd at 12 pm CT to hear from Mart Vainu, CEO and Founder of Cashy, a gamified financial literacy platform that helps banks and credit unions make education engaging. During this free webinar, Mart will dive into survey data showing exactly what Gen Z wants to learn about money—and how to bridge the gap between those expectations and what most institutions actually deliver. He’ll also share real, viral content and break down why it spreads, who’s listening, and what it means for your financial education programs.
You’ll leave with a clear picture of what’s competing for your audience’s attention, as well as practical ways to close the gap while making a real difference.
The ABA has approved this webinar for 1.25 CFMP credits.
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.
Choosing new software is a big decision, but Kadince makes it simple. Intuitive, user-friendly, and built to streamline your processes, Kadince is the smart choice for your institution.
