Internet Training

Take advantage of one of our convenient training options to stay current on important topics that impact your business.

Live Telephone/Internet Training Sessions | On-Demand Recorded, Online Webinars

Compliance Trends Telephone/Internet Training

Our Telephone/Internet Training combines the interactivity of a live seminar with the convenience and affordability of on-site training. It gives you timely, trusted information on critical issues in convenient sessions approximately 90 minutes in length. Our Telephone/Internet Training offers:

• A virtual classroom that lets participants see and hear a live presentation.
• Opportunities in live sessions to ask questions and hear questions asked by other participants, so you can benefit from the answers.
• User-friendly reference materials that are easy to access and understand.
• Experienced speakers, including our in-house attorneys and IRA consultants.
• An unlimited number of participants for one price.

Live Telephone/Internet Training Sessions

• An Introduction to Health Savings Accounts
• Jump Start—An Introduction to IRAs

On-Demand Recorded, Online Webinars

For added convenience and flexibility, we also offer recorded, online webinars as an alternative format to the live Telephone/Internet Training sessions. These on-demand webinars are presented by experienced knowledge experts who drill down quickly into important topics and issues.

• An Introduction to Health Savings Accounts
• Bank Secrecy Act for Directors and Management
• Beneficiary IRAs
• Developing Your Identity Theft Red Flag Program
• Implementing the Affiliate Marketing Regulation
• Implementing the Identity Theft Red Flag Guidelines
• Jump Start—An Introduction to IRAs
• Recognizing and Reporting Elder Financial Abuse