WEBINAR

Incentives, Ethics, Account and Loan Growth Webinar

CFT Credits: 0.25

In November of 2016, The Consumer Financial Protection Bureau, CFPB, warned financial companies about sales and production incentives that may lead to fraud or consumer abuse. How does an organization know if employee’s goals fall under this warning?

Webinar Description and Intended Audience

In November of 2016, The Consumer Financial Protection Bureau, CFPB, warned financial companies about sales and production incentives that may lead to fraud or consumer abuse. How does an organization know if employee’s goals fall under this warning?

This webinar will discuss several related issues regarding incentives, ethics and how to grow both the account and loan portfolio. These issues are all intertwined.

Covered Topics:

  • Ethics In Banking – Putting What Is Most Important At The Forefront
  • Motivating Employees, The Incentives– What Works and What Does Not Work
  • Incentives For Clientele – Be It Clients, Customers or Members
  • Ideas To Grow Both The Account And Loan Portfolio

Attendees will leave with a plan of action, a plan they can put into immediate practice. They will learn the specifics and background that caused this warning to be issued by the CFPB. Finally, participants will learn concrete steps to avoid negative publicity that can occur when an organization places the wrong goal at the forefront. As a major commercial bank found out publicity of this type is not what you want.

Note: Issues relating to compliance and legalities will not be covered nor is any legal or compliance rulings or advice being presented.

Who Should Attend?

All those responsible for setting goals, objectives, and incentive plans. This includes senior management, board members, supervisors of new accounts, tellers, and loan officers. Additionally, marketing personnel would benefit.

Webinar Viewing Options

LIVE WEBINAR:                                              

INCLUDES 7 DAYS OF UNLIMITED ONDEMAND PLAYBACK!  With this option, you will participate in the webinar live, via the internet. You will login to the webinar on your PC to view the PowerPoint presentation, and you have the option of using your PC speakers or a telephone for the audio. You can type and send your questions to the instructor. Many companies are now running their PC through an LCD projector allowing many employees to participate at the same time.  And don’t worry if you miss the webinar, you can still view it for up to seven days after it takes place!

SIX MONTH ONDEMAND VIDEO:

With this option, you will receive an e-mail that contains a link to the PowerPoint slides (to download, print, and copy) as well as a link to the media player where you will view and hear the entire webinar just as it was delivered, featuring the full-color PowerPoint presentation with audio. You can pause, fast-forward and rewind as needed, which makes it a very effective training tool. The OnDemand Video will be available to you (and anyone else in the company) for six months and can be accessed 24/7 as many times as you wish. Delivered via e-mail the day after the webinar takes place.

CD-ROM VIDEO:

If you do not have internet access or want to make the webinar part of your training library, the CD-ROM Recording is a great option for viewing a webinar. You can pause, fast-forward and rewind as needed, which makes it an effective training tool.  With this option, you will receive a download of any applicable handouts and a CD-ROM (featuring the full-color PowerPoint presentation with audio) via regular mail. Mailed 7 to 10 days after the webinar takes place.

IN-HOUSE:                                                        

Webinars can be scheduled and offered exclusively for your company.  They can even be customized to best fit your needs.  To find out more, please complete the in-house request form found in the Schedule and Registration Information section below.

Continuing Education (CE) Credits

This webinar is recommended for 2.5 CE Credit Hours. Each attendee will receive a Certificate of Attendance for self-reporting of CE Credits.

Register Here!

Choose the viewing option that best suits your needs. Live Webinar times are shown as Eastern Time. You can choose to pay by credit card or invoice when you register. CFT Credit will be awarded to the registrant, unless directed otherwise (additional attendees can also receive credit for an additional fee). CFT Webinars are powered by Total Training Solutions!

Webinar DateStart TimeEnd DateEnd TimeViewing Options - See Descriptions AbovePrice
08/23/18Archived Six Month On-Demand Recording$295.00Order
08/23/18Archived CD-ROM Video Recording$345.00Order
AnyIn-HouseRequest