Seminars

Our experience enables us to identify areas where financial institutions have difficulty in maintaining internal expertise. We focus on those issues in our seminars. Our personnel are known for their ability to present complex topics and intersperse practical observations. Our written materials are the best in the industry.

PBS has conducted seminars throughout the U.S. for more than 35 years. It also presents programs under the sponsorship of industry organizations and regulatory agencies. During the last fiscal year, the company presented over 500 seminars attended by more than 10,000 representatives of financial institutions across the U.S.

For additional information, please call 800-523-4778, Option 1 or e-mail us.

 

List of Seminars

Essential Teller Issues

OVERVIEW You will want your tellers to take part in this high-impact learning experience! Rated the most dynamic teller training experience in the country, the Essential Teller Issues workshop, presented by Janice Branch and Zack Merrill with InterAction Training. The...

Managing Fair Lending Risk

OVERVIEW Fair Lending continues to be an area of emphasis for federal bank regulators, and a significant risk- management issue for large and small banks. This program focuses on internal risk management and risk assessment, avoiding a targeted examination and the...

Essential Lending Regulations

OVERVIEW A two-day seminar that concentrates on the more central aspects of lending compliance that affect institutions in the making and servicing of consumer loans, as well as a review of regulations that apply to commercial loans. There are an incredible number of...

Loan Products Workshop

A one-day seminar that presents different types of loan scenarios and which lending regulations apply. OVERVIEW Lending compliance regulations are numerous and coverage for different rules vary. Therefore, when learning about lending compliance regulations, financial...

Community Reinvestment Act Compliance for Community Banks

OVERVIEW This program is suitable for compliance professionals and supervisors as well as those  new to CRA. The underlying purpose and background of CRA helps to put compliance and regulatory issues in perspective for those responsible for CRA programs. Also covered...

Mortgage Lending – Start to Finish

OVERVIEW With the passage of the Dodd Frank Reform Act in 2010, the financial industry has and will continue to face many challenges, especially in the area of lending compliance. Many of the changes were effective January 2014, which required new disclosures and...

Flood Insurance Compliance – Avoid Violations and Penalities

OVERVIEW Compliance with the Flood Disaster Protection Act has always been difficult, but even more so with the uncertainty that came with the passage of the Biggert-Waters Act and the Homeowner Flood Insurance Affordability Act. Violations of the flood insurance...

How to Ensure Compliance with Deposit Regulations

A one-day seminar covering the latest changes in federal deposit regulations. OVERVIEW Deposit compliance is a complex topic that involves a significant number of employee’s at most financial institutions.  The various federal laws and regulations relating to deposit...

Complying with the New Integrated Mortgage Disclosures

A one-day seminar covering how to transition from existing RESPA’s rules for the Good Faith Estimate and the HUD-1/1A Settlement Statements and TILA’s rules for the early and final TIL to compliance with the new Loan Estimate and Closing Disclosure requirements.  The...

Real Estate Lending Compliance

A comprehensive three-day seminar covering regulations affecting consumer mortgages. OVERVIEW PBS is pleased to offer the most comprehensive Real Estate Lending Compliance seminar we’ve ever presented. The nature and size of the regulatory environment has grown to the...

Mastering HMDA

A full-day seminar providing a comprehensive review of the Home Mortgage Disclosure Act and the Consumer Financial Protection Bureau’s Regulation C. OVERVIEW Whether you are new to HMDA or have been reporting for years, you will receive benefits from this seminar’s...

Deposit Documentation

OVERVIEW What is the difference between "joint with rights of survivorship" and "tenants in common"? What is a revocable living trust and how do we document it? Do we really need a corporate resolution? How do we open accounts for minors? Have you or someone at your...

Anti-Money Laundering and Bank Secrecy Act Compliance Seminar

"Let me be clear. We recognize that it is not possible or practical for a financial institution to detect and report every single potentially illicit transaction that flows through the institution. The BSA and its regulations require financial institutions to, among...

Anti-Money Laundering and Bank Secrecy Act Compliance School

"It is not the intention of our AML regulations to shut legitimate business out of the financial system. In fact, we regularly consult with private stakeholders to draft AML regulations that minimize the burden on industry while making it harder for criminals to abuse...

ACH Processing and Compliance

OVERVIEW This full-day seminar brings you information you need to keep on top of the latest changes in the field of ACH processing. Presented in an easy-to-understand, one-day format, this seminar reviews the basis and structure of all ACH processing - the NACHA...

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Most PBS seminars are eligible for CRCM credits through the ICB Member CE Review process.
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