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Credit Analyst Institute

Master the necessary financial analysis skills needed by today's credit analysts and the additional expertise vital to a community bank's overall lending success.. Through group discussion, case...

Aug 17, 2026
| Institute 01:30- 11:30 AM Grapevine, TX
CPE Credits: 25.50
Operational Risk Lending Safety & Soundness +2 More...

Agricultural Credit Analysis Seminar

This seminar is designed to meet the needs of agricultural lenders by identifying market issues and providing the tools to assess the borrower’s ability to navigate difficult times. In the last...

Jul 23, 2026
| Seminar 08:30- 04:30 PM Grapevine, TX
CPE Credits: 8.00
Agriculture Lending Lending Credit Administration

Bank Policies & Procedures: Commercial Lending (PLL-079)

Covers the bank's approach to commercial/business loans, including credit types, interest rates, pricing, borrower information requirements, legal lending limits, credit criteria, collateral,...

Jul 23, 2026
08:30- 04:30 PM Grapevine, TX
CPE Credits: 8.00
Commercial Lending Lending Small Business Data Collection (1071) +3 More...

Business Continuity Management for Banks (Individual)

Disaster recovery for banks was a plan written to help the bank recover in the event of a natural disaster. With continued interdependence on technology, these plans have become more comprehensive...

Jul 23, 2026
08:30- 04:30 PM Grapevine, TX
CPE Credits: 0.50
Operational Risk Risk Information Technology +4 More...

Bank Policies & Procedures: Litigation Risk (PLM-211)

Defines the risks associated with real or threatened litigation. Covers legal counsel's role and responsibilities, risk management, assessment of potential losses, and system controls.

Jul 23, 2026
08:30- 04:30 PM Grapevine, TX
CPE Credits: 0.50
Operational Risk Risk Reputational Risk

Bank Policies & Procedures: Incident Response Plan (PLM-250)

Lays out the steps to be followed should a bank experience a breach of data or loss of customer information. Includes an Incident Response policy, steps to take for specific types of incidents, a...

Jul 23, 2026
08:30- 04:30 PM Grapevine, TX
CPE Credits: 0.50
Operational Risk Risk Information Technology +6 More...

Bank Policies & Procedures: Emergency Preparedness/Disaster Recovery (PLM-151)

Sets the basic plan for emergency preparedness including employee training and protection, succession, alternative headquarters, back-up facilities, back-up systems, and testing.

Jul 23, 2026
08:30- 04:30 PM Grapevine, TX
CPE Credits: 0.50
Operational Risk Risk Information Technology +6 More...

Bank Policies & Procedures: Information Security Program Policy (PLM-252)

This policy and the sub-policies it contains are designed to provide guidance to all bank employees of the confidentiality and importance of safely maintaining customer information.

Jul 23, 2026
08:30- 04:30 PM Grapevine, TX
CPE Credits: 0.50
Operational Risk Risk Information Technology +6 More...