Webinars

We offer a variety of webinars which discuss changing legislation and current trends.

For questions about our educational webinars, please contact Ashley Sullivan at 617-261-8148 or asullivan@wolfandco.com.

• Amending the Truth in Lending Act: Upcoming Escrow Changes

  May 14, 2013 2:00pm - 3:00pm

  This webinar will review the Escrow Requirements rule - the statutory changes made by the Dodd-Frank Act that will amend Regulation Z (Truth in Lending Act). We will discuss which loans are affected and why, as well as the new requirements necessary to ensure your organization is in compliance. Additionally, we will discuss:
  

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• Understanding Model Risk & Examiner Expectations

  April 30, 2013 2:00pm - 3:00pm

  In this session we will analyze how institutions can properly monitor model risk and comply with regulatory requirements and examiner expectations including model validation, back testing, reviewing data and assumption input. These concepts will be explored through the review of the Bank Secrecy Act (BSA) and Anti-Money Laundering (AML) automated software and Interest Rate Risk (IRR) modeling. In addition, this webinar will provide an overview of how to develop a program within your institution to address these examiner expectations.

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• Presenting IT Risk Management Initiatives to the Board

  April 2, 2013 2:00pm - 3:00pm

  Regulators continue to put pressure on financial institutions to ensure their Board of Directors understands IT risk. The challenge is finding a balance between providing enough information to keep the Board up to date on your IT risk management initiatives, while not being overly technical. In this session, we will discuss:

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• Reviewing WolfPAC 3.0 & Vendor Management Module

  March 13, 2013 2:00pm - 3:00pm

  In this 3rd webinar training, we will provide a detailed review of the new functions introduced with the Vendor Management Module. Specifically, we will start with Due Diligence functionality and cover the following:
  
  • Adding and editing due diligence project
  • Adding and removing due diligence tasks
  • Completing due diligence projects
  • Promoting vendors & reporting
  • Upcoming enhancements to due diligence

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• Application for Administrator Training: What the Business Line Administrator Needs to Know to Protect their Application

  February 26, 2013 2:00pm - 3:00pm

  This webinar will go over details of standard system security features including password parameters, lockout controls and activity monitoring procedures. Annual security training will often go over what these features are and what the institutions standards for them are, but that training does not often identify why these controls are in place. This webinar will help educate system administrators regarding the security risks that exist which the controls are designed to protect against.

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• WolfPAC 3.0 Introduces the Vendor Management Module!

  February 13, 2013 2:00pm - 3:00pm

  Presenting WolfPAC 3.0 and the Vendor Management Module! After much anticipation, the new 3.0 version of WolfPAC, along with the updated Vendor Management Module, has arrived! Please join us for the first of two informative webinars outlining the new functionality of the Vendor Management Module. This session will outline the new lifecycle flow of the module, with in-depth training for Vendor Due Diligence, Vendor Monitoring, Vendor Dashboard, and Risk Analytics. We will review the new questionnaire format, along with other enhancements to the module.

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• 2013 National ACH Association - Rules & Common Findings

  February 5, 2013 2:00pm - 3:00pm

  The National ACH Association's (NACHA) rules and guidelines are constantly changing. To ensure compliance and operate effectively, institutions must regularly address risks and implement appropriate controls over ACH activity. If you're responsible for overseeing ACH operations at your institution, you won't want to miss this session!

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• The Threat & Impact of a DoS Attack

  January 29, 2013 2:00pm - 3:00pm

  Thirty of the nation's largest financial institutions have been targeted for Denial of Service attacks (DoS), and many have been hit. These attacks are also a threat to smaller financial institutions, and the impact of a DoS attack can be devastating. This session will explore this emerging threat, discuss how your customers will be impacted if an attack occurs, and offer advice on how to be proactive in protecting your institution.

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• Introducing WolfPAC 3.0!

  January 9, 2013

  Join us for an exciting webinar as we unveil WolfPAC version 3.0. This significant upgrade, set to be released January 25, 2013, will provide enhancements to the user experience and usability of the WolfPAC risk management suite. These enhancements include a new graphical user interface, dashboards, risk analytics, and an intuitive tabular approach that guides a user through a risk management lifecycle. The first of three webinars, this session will outline these changes and how they can improve the value, efficiency and effectiveness of WolfPAC within your organization. Additionally, get a first look at the new WolfPAC graphical user interface as well as other usability enhancements. What will they think of next? Join us to find out!

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• A Guide to HMDA Reporting

  December 18, 2012 2:00pm - 3:00pm

  As HMDA continues to be an area of heightened regulatory focus, this webinar will provide an overview of the reporting requirements for institutions that are required to file. This session will focus on the HMDA's filing deadlines and common reporting errors. Specifically, we will review when to collect and report government monitoring information in connection with residential and commercial loans. The HMDA defined pre-approval program will be defined and we will discuss whether or not your institution must report its pre-approvals.

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