Talk Series conversational role-based training
Compliance training that covers technical expertise and professional development
Talk Series training modules are perfect for those who are new to banking or new to their role. These series utilize conversational-based training – an innovative approach to compliance training designed to enhance your existing training programs. Courses cover relevant topics in 15 minutes or less, making them ideal for weekly or monthly meetings.
Speed & Convenience
Master the curriculum quickly with
15-minute micro-lessons
Better Retention
Simplify regulations with micro-short
real-world situations
Certificates of Completion
Automatic course certifications for
instant reward
Learn more about each Talk Series
Teller Talks
A series of conversations that provide a more casual approach to learning fundamentals about checks, cash, holds, regulations, and other important topics. Designed for the ongoing development of your tellers and branch staff, some talks can fulfill annual training requirements such as BSA, Security and Regulation CC on Holds.
BSA Talks
A series of conversations about Bank Secrecy Act (BSA) topics for the deposit area. Short microlearning offers 20 courses in under 15 minutes each, covering fundamentals of BSA compliance and other important topics.
New Accounts Talks
A series of conversations about banking topics for the New Accounts area, helping students learn fundamentals about account ownership, tax reporting, signature cards, documentation, cash, holds, regulations, and other important topics. Some talks can fulfill annual training requirements such as BSA, Security and Regulation CC on Holds.
IRA Talks
A series of conversations about IRAs topics for the deposit area. Short video-based courses covering the fundamentals about IRA products, movements, distributions, compliance, and other important topics. Designed for weekly or monthly meetings, orientation or ongoing development of your IRA Coordinators and branch staff, these Talks are a new approach which will complement and enhance your already developed IRA training programs.
BSA for the Board Talks
Unlock a new level of Board Secrecy Act (BSA) comprehension with our dynamic training series, "BSA for the Board Talks." Engage your executive leadership in insightful conversations covering critical BSA topics tailored for board members.
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