Upcoming Webinars

CSI Webinars  

Webinars are an easy way to stay informed on trending industry developments from the convenience of your own office. In everything from mobile banking technology to OFAC compliance, CSI’s experts provide insight into topics affecting our industry—and your business—most.

Take Accounting to New Heights: A View into ASCEND Accounting Solution from BankTEL, a CSI Partner

Date:             Thursday, May 4

Time:             2PM CT      

Presenters: Katie Grimes, Sales Executive, BankTEL

                       Phillip Malatesta, Sales Executive, BankTEL 

Are you ready to elevate your accounting processes, improve profits and streamline operations? Then attend this live demo of ASCEND, BankTEL’s newly released browser-based accounting suite. BankTEL, a premier financial accounting software provider, serves more than 1,500 institutions nationwide, including more than 160 CSI NuPoint(R) and Meridian customers.

Learn how this new ASCEND platform provides direct integration with NuPoint and Meridian core solutions, offering such tools as workflow, imaging and electronic payments. Like CSI, BankTEL provides financial institutions with solutions that are reliable, innovative and backed by exceptional customer service and support.

Learning Objectives:

  • Gaining operational efficiency by unifying disparate compliance teams and processes
  • Creating a robust operational and compliance infrastructure for divergent compliance functions
  • Optimizing the customer screening, due diligence, and risk rating processes in real time to improve accuracy
  • Adopting a holistic compliance management program that’s dynamic and responsive to your growth strategy


Semi-Annual Cybersecurity Update: Protect Your Institution against Ransomware Attacks

Date:             Tuesday, May 9

Time:             2PM CT      

Presenter:   Tyler Leet, Director of Risk and Compliance Services

Ransomware is a leading cybersecurity threat facing your organization today, and staying proactive is the best defense against this growing threat. Register and attend this free webinar to get industry-leading tips and best practices on protecting your institution from ransomware attacks.


Quarterly Compliance Update: May 2017 

Date:             Thursday, May 18

Time:             2PM CT      

Presenter:   Keith Monson, Chief Risk Officer 

1,689 pages. That’s how enormous the Consumer Financial Protection Bureau’s (CFPB) Prepaid Final Rule is. Join us for our live Quarterly Compliance Webinar on Thursday, May 18, and we’ll answer your questions to help you prepare.
In a nutshell, the rule adds significant compliance requirements to prepaid products pursuant to the Electronic Fund Transfer Act (Regulation E) and the Truth in Lending Act (Regulation Z). However, this rule could have lasting effects on all financial institutions, even those that do not offer prepaid products. Is your financial institution ready to play by the Rule?
Webinar topics include:
  • An executive breakdown of the CFPB’s Prepaid Final Rule
  • Next steps to ensure your financial institution’s compliance with the rule
  • The latest regulatory updates and changes from Washington
Save your seat today! Can’t make it? Register anyway, and we’ll send you the recording.