Products

10-24-2024 1:30 PM EST. Federal grant cost expert Rex Porter will guide you through the major updates to Federal Grant 2 CFR 200. Gain significant insights into these changes and receive uniform guidance on applying cost rules and utilizing indirect...

Federal grant compliance expert Rex Porter will provide practical explanations of subrecipient monitoring and management best practices under 2 CFR 200. You will learn how to avoid key risks and maintain compliance. Participants will learn about and receive essential subrecipient...

ACH expert Kim Ellis will review the most up-to-date Rules and offer a forecast for the future. You will learn what procedural changes to make immediately and how to prepare for upcoming requirements. Topics Covered How did ACH volume in...

HR expert, Jenni Stone, will highlight the crucial importance of ensuring compliance—averting potential legal pitfalls and safeguarding both employees and the organization. What You'll Learn Labor Laws Anti-Discrimination Regulations Workplace Safety Employee Benefits Leave Policies After completing this course, you...

HR veteran Jenni Stone will guide you on effectively managing employee discipline, offering insights into a strategic approach and legal standards adherence. What You'll Learn Understanding Employee Discipline Compliance Grounds for Employee Discipline Developing a Disciplinary Policy Implementing Disciplinary Actions...

Employment law expert Melissa Fleischer will distill the recent legal changes and review what to expect in 2024. Adapt to the latest laws and regulations now to ensure a smooth and compliant year. What You'll Learn What were the most...

HR expert Jenni Stone will guide you on navigating workplace ethical dilemmas, ensuring regulatory compliance, upholding ethical standards, implementing effective programs, and addressing common HR ethical challenges. What You'll Learn Ethical vs. Legal Responsibilities Code of HR Ethics Your Role...

11-14-2024 11:00 AM EST. Join Rick Verstegen to ensure your institution is fully prepared for the upcoming changes. Act now to avoid last-minute compliance challenges. What You’ll Learn New August Title IX Regulatory Changes History, purpose, and scope of Title...

Former executive director, certified coach, and nonprofit expert Allison Jordan will explain the components of an engaging staff meeting. You will learn how to motivate your team to accomplish more. What You'll Learn What are the components of an engaging...

10-01 to 11-19-2024 1:30 PM EST. 8 Live Sessions. 60 minutes Each. Every Tuesday. Cannabis banking expert Paul Dunford will explain how to create cannabis banking risk assessments and financial models, reach out to the market to find and onboard...

ACH experts Kimberly Ellis, Sara Hentges, and Jennifer Miller will share real-world best practices and proven techniques from their involvement in a wide range of audits and risk assessments. You will learn how to ensure compliance and protect your institution....

ACH experts Kimberly Ellis, Jennifer A. Miller, and Eric Wester will guide you through the intricacies of the complex ACH network. They will share real-life examples to illustrate how originating and receiving institutions handle transactions. Self-paced series now available! Learn...

ACH expert Kim Ellis will share practical steps for handling ACH exceptions. You will learn how to process each type of return and minimize risks for your financial institution. What You'll Learn What three options does an RDFI have for...

ACH expert Kimberly Ellis will review the ACH products available. You will learn how to please your accountholders with convenient, secure, and fast transfer services. Topics Covered What ACH products exist? What services do account holders demand most? How do...

You will hear first-hand observations of RDC risk assessments from UMACHA's accredited staff, Kimberly Ellis, Sara Hentges, and Jennifer Miller. These recommendations will enable you to establish or update your RDC risk assessment program. What You'll Learn What are the...

ACH expert Eric Wester will explain the responsibilities of financial institutions that receive ACH transfers. You will learn how to handle both routine and complex transactions. Topics Covered What are the responsibilities of receiving financial institutions? How are SEC codes...

ACH expert Jason Johnson will demystify the return reason codes. You will learn how to eliminate errors and reduce risk. Topics Covered General ACH returns Dishonored and contested dishonored returns Extended returns, including when to use a Written Statement of...

10-30-2024; 1:00 PM EST. ACH expert Kim Ellis will guide you through the essential steps of conducting a thorough ACH risk assessment, tailored specifically to your institution's needs. She will provide expert insights on identifying potential risks, ensuring compliance with the...

Equip yourself to better handle the pervasive issue of burnout. Get knowledge and tools that promote wellness and balance directly from one of the top minds in the field. What You'll Learn Understand the early signs and symptoms of burnout...

11-20-2024 12:00 PM EST. Cannabis banking expert Paul Dunford will explain the complexities of managing regulatory changes and meeting compliance standards in the dynamic cannabis industry. Topics Covered Introduction to Cannabis Banking Understanding Cannabis Businesses Assessing Risk in Cannabis Banking...

HR expert Teri Morning will lead this comprehensive series focusing on advanced concepts and current requirements. This training will help you perform your job better, support employees, and avoid costly errors. Benefits of Certification Update your knowledge with the latest...

Regulatory expert Timothy Dunfey will explore how to write an effective SAR narrative and properly complete SARs for commonly reported suspicious activities and fraud. What You'll Learn SAR timing and writing basics Tips for ensuring SAR completeness and quality Types...

Federal grant cost expert Rex Porter will provide hands-on insights into applying cost rules and using indirect cost rates. You will learn detailed indirect cost information and guidance found in very few other places. Sessions Include: Strings attached to federal...

01-23 to 01-24-2025 11:00 AM EST. 2 sessions. 60 minutes each. Tax-and-accounting expert, Tuesday P. Brooks, MBA, will lead you in preparing compliant annual reports for nonprofits. Gain insights into the importance of financial documents and highlight your organization's fiscal...