Upcoming Webinars

Relevant content for today's financial services industry, providing you with a new perspective, fresh insights, and timely information. All created to help you navigate the business landscape.

  • How top performing financial institutions get maximum impact from ECM

    Jan 22, 2020
    In this webinar, automation and efficiency experts will discuss some surprising and revealing findings about how top performing financial institutions outshine their peers by properly leveraging enterprise content management (ECM) solutions. Cornerstone Advisors will present research showing how improvement in operational measures like cost, quality and speed of delivery can equal big savings for any financial institution, regardless of asset size. Join us for this complimentary BAI webinar to learn how every efficiency bump provided by properly leveraging your existing enterprise content management (ECM) solution adds up and impacts your organization.
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  • Fair Lending and the Proposed Disparate Impact Changes

    Jan 30, 2020
    As a result of the Supreme Court’s 2015 ruling in Texas Department of Housing and Community Affairs v. Inclusive Communities Project, Inc, HUD issued proposed amendments to its interpretations of the Fair Housing Act’s disparate impact standard. The amendments propose a new burden-shifting framework that requires the plaintiff to satisfy five distinct elements. Join us for this complimentary BAI webinar for insights into the proposed amendments and the impact they will have on financial institutions and their customers.
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  • Making the Power of Personalization Work for You

    Feb 5, 2020
    Personalization is top of mind for financial services leaders because they recognize its potential to address the expectations consumers have for customized, relevant and valuable experiences. Join us for this complimentary BAI webinar and hear from industry veterans who will share tangible insights around operationalizing and deploying a personalization strategy to help you reach customers individually, while maximizing impact and engagement.
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On Demand Webinars

Learn from other key opinion leaders in the industry on topics that continue to be informative, thought provoking, and relevant in today's financial services world.

  • Driving Human Interaction to Improve Customer Service and Operations

    Jun 18, 2016
    With increased competition and a more empowered consumer, it’s not enough for banking organizations to compete on just product. Creating strong relationships and great customer experiences are needed to be successful. This BAI Webinar sponsored by Polycom will discuss the key steps financial services organizations can take in order to enable collaboration and drive value to the business by leveraging unified communication solutions to create efficiencies across customer-facing channels.
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  • BAI Industry Forum

    Boston | Oct 8 - 10, 2019
    The BAI Industry Forum includes customer meetings, executive roundtables and other unique industry content. There are also opportunities for these groups to come together for networking, thought leadership and discussions on key issues in financial services.
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  • A Tale of Two Innovations

    Jun 7, 2016
    Not unlike the French Revolution in the famous Charles Dickens novel, the financial services industry is going through a revolution of its own. Technology, regulatory oversight and consumer demand each play a vital role in how and why financial services organizations must innovate. And while each of these factors might present financial institutions of all sizes with unique challenges, there are significant opportunities to evolve and exceed expectations. Join us on June 7 to gain actionable insights from award-winning, global innovation experts that are taking consumer convenience to new heights through the introduction of inventive, customer-centric channels and payment mechanisms.
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  • TRID Liability, Cures, and Common Mistakes

    May 25, 2016
    This complimentary BAI webinar conducted by Richard Horn will help financial institutions understand their liability under TRID, how to avoid common mistakes, and the areas of the rule that are still causing trouble for the industry. Richard Horn, of Richard Horn Legal PLLC, is the former CFPB Senior Counsel and Special Advisor who led the TRID rule and the design of the TRID disclosures. He is one of the foremost experts on TRID, making this a webinar that shouldn’t be missed CE Credits : Earn 2 CRCM Credits*
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  • What Doesn’t Kill You Makes You Stronger: Best Practices for Managing Consumer Complaints

    Jun 29, 2016
    The Consumer Financial Protection Bureau (CFPB) and other banking regulators have raised the stakes on consumer complaints. Consumers can now file regulatory complaints online with the CFPB, and consumer feedback plays a key role in how the agency exercises its oversight. How should banks manage the compliance and reputation risks related to complaints? This complimentary BAI webinar will help financial institutions develop a compliance program that helps to identify emerging customer issues before they spell disaster. Steven Ramirez, a financial services thought leader and CEO of Beyond the Arc, will share case studies and practical tips for strengthening complaint management. He’ll discuss how you can learn from consumer complaints to deepen customer relationships and drive incremental business CE Credits : Earn 1.25 CRCM Credits*
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  • Preparing for Enhanced HMDA Data Collection and Reporting

    Jun 8, 2016
    Much like the TILA-RESPA Integrated Disclosures, the enhanced data collection and reporting requirements under the revised Home Mortgage Disclosure Act (HMDA) will present significant challenges for lenders, and exhaustive preparation and training will be paramount to your institution’s compliance. Now is the time to get key stakeholders involved, establish project timelines, and begin to communicate with vendors. This complimentary BAI webinar, presented by John Moniak , will walk through the coming HMDA changes and steps your institution should be taking to prepare to comply. CE Credits : Earn 1.25 CRCM Credits
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  • Making the Threat of Payment Data Loss Irrelevant

    May 10, 2016
    The threat landscape is constantly evolving and data theft experts are finding new ways to gain access to the data regardless if users are buying goods with magnetic stripes, EMV (“chip” cards), or mobile payments. Millions of cards have been breached despite the best efforts enterprises have deployed to secure the infrastructure and the data. Tokenization and encryption are the most effective strategies for preventing data theft at the point-of-sale, in merchant and processor databases, and in the new-generation mobile wallets. Effectively deploying payment data protection and using a comprehensive defense strategy is complicated by the emergence of new standards and payment options such as mobile wallets. Join this complimentary webinar to learn why any payment business that wants to remove sensitive data needs to understand these strategies and how they can lower both risk and audit costs.
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  • Selling in a Digital Environment

    May 11, 2016
    As consumers shift more and more of their banking activities to digital channels, it’s becoming harder to create meaningful and relevant customer relationships that drive sales. Industry experts will share their expertise on how to create a digital sales strategy that delivers results.
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  • The Convergence of Physical and Digital Channels

    Apr 25, 2016
    The ability to successfully integrate physical and digital channels is key for financial institutions looking to gain market share and competitive advantage. In doing so, they can provide a seamless, meaningful and personalized experience to customers across all relevant channels when it really counts – when consumers are making their purchasing decisions. This BAI Webinar will share research on industry and consumer channel trends by segment, as well as peer insights into what these mean for your strategy and your organization’s bottom line.
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  • BAI Retail Banking Outlook

    Apr 12, 2016
    Financial services leaders are expressing a mix of optimism and uncertainty as they make strategic investments to grow wallet share while looking for new opportunities to reduce expenses. Learn how senior retail banking executives are grappling with both challenges and opportunities as they view the road ahead.
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  • E-Signatures & The Future of Client Onboarding

    Mar 21, 2016
    Banks today are more open to innovation and electronic signature adoption is on the rise. Many banks are now digitally verifying a customer’s identity and using e-signatures to provide an instant decision on certain retail products within minutes. Nonetheless, basic document workflow automation in banks is still lacking and is negatively impacting the client onboarding process. Learn how e-signatures are the future of client onboarding and can enhance the relationship between client and service institution.
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  • Rethink Customer Communications: Learn to Personalize Both Message and Medium

    Feb 23, 2016
    The right customer communications can do more than inform. They can help you drive additional business and increase loyalty, while also improving compliance and organizational efficiency. Join us for this complimentary BAI Banking Strategies Webinar where the focus will be on business use case examples and Q&A.
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  • TILA-RESPA Integration Part 2: A New Way to Disclose

    May 12, 2015
    Build your understanding of how to comply with the new TRID rule with Part 2 of the BAI Learning & Development TILA-RESPA webinar series. Dig deep into issues related to non-compliance with the new rules and better prepare to assist your financial institution with the new requirements.
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  • TILA-RESPA Integration Part 1: A New Way to Disclose

    Mar 11, 2015
    Avoid the pitfalls of non-compliance and be ready to assist your financial institution with the new Integrated Disclosure requirements. In addition to an overview and coverage of the new requirements, examine the proper completion, timing, and delivery of the Loan Estimate Form, Closing Disclosure Form, Escrow Closing Notice, and Partial Payment Policy Disclosure. Improve your understanding of what is new and what has changed between your existing Truth in Lending and RESPA forms and the new integrated forms.
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  • Next-Level Banking: Insights from the BAI Global Banking Innovation Awards

    Mar 16, 2016
    Each year the BAI Global Banking Innovation Awards showcases exciting, new ways financial services organizations are employing innovation to fulfill customer needs as well as increase share of wallet. Join us as we explore emerging trends in innovation and hear from 2015 Awards winners and finalists on how they're enhancing value through groundbreaking customer-centric programs and services.
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  • BAI Contact Center Executive Roundtable

    Chicago | Apr 5 - 6, 2016
    The only peer networking group of its kind focusing exclusively on helping contact center executives understand and face emerging retail banking challenges head on.
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  • BAI Credit Analysis Skills Workshop

    Chicago | Apr 24 - 25, 2017
    The BAI Credit Analysis Skills Workshop addresses the unique financial and non­-financial considerations for credit analysis and other important factors critical to sound underwriting principles.
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  • BAI Loan Review Certificate Program - Course I

    Chicago | Apr 25 - 27, 2017
    A difficult economy and rising loan defaults are draining revenue from commercial loan portfolios. Stop this trend with BAI's highly acclaimed certificate program. A well-trained loan review staff can mitigate losses through early problem-loan detection.
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  • BAI Loan Review Certificate Program - Course II

    Chicago | Jun 20 - 22, 2017
    Build on the fundamentals of BAI Loan Review Certificate Program - Course l to improve risk management and loan quality assessment. A vigilant review process can mean the difference between a profitable loan portfolio and one plagued with problem loans.
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  • BAI Loan Review Certificate Program - Course II

    Chicago | Apr 18 - 20, 2016
    Build on the fundamentals of BAI Loan Review Certificate Program - Course l to improve risk management and loan quality assessment. A vigilant review process can mean the difference between a profitable loan portfolio and one plagued with problem loans.
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