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/webcast
*Please include seminar name and bank contact information*
| September 2 |
Opening New Accounts I
|
Webcast |
| September 9 |
Subpoenas, Summonses, Levies, Garnishments & Other Demands for Customer Funds
|
Webcast |
| September 22 |
Business Writing: Boot Camp for Community Bankers
|
CBAO |
| September 23 |
Opening New Accounts II
|
Webcast |
| September 30 |
IRA Basics
|
Webcast |
| September 30 |
Frontline Skillworks: Dealing with Diverse Personalities
|
Webcast |
| October 6 |
Power of Attorney & Living Trust
|
Webcast |
| October 8 |
Email, Risk, Trends & Regulations
|
Webcast |
| October 13 |
Dealing with Power of Attorney & Living Trust Documents
|
Webcast |
| October 18 |
ECCHA Risk for Check Image Exchange |
Webcast |
| October 19 |
Business Accounts: Who is Authorized to Open, Close, Transact? |
Webcast |
| October 28 |
IRA Beyond the Basics |
Webcast |
| November 3 |
IRAs, HSAs, & CESAs: Reporting Errors & How to Fix Them |
Webcast |
| November 4 |
IRA Audit |
Webcast |
| November 9 |
Opening Trust, Minor, Benefit & Other Fiduciary Accounts |
Webcast |
| November 17 |
What to Do When A Deposit Customer Dies |
Webcast |
| November 30 |
Fiduciary Accounts: Opening, Authority, Liability |
Webcast |
| December 14 |
IRA Year-End Critical Issues |
Webcast |
| December 14 |
Check Holds |
Webcast |