Upcoming Training


Annette Witkowski Set to Retire After Over 25 Years with FIPCO

Posted May 2, 2023 — Annette started at FIPCO in 1997 as a software trainer. After several title and responsibility changes along the way, her final role at FIPCO was director of software support and training services.

SECURE 2.0 Opens Window to Increase Catch-Up Contributions

Posted April 26, 2023 — Many people intent on keeping their financial house in order have taken advantage of the window of opportunity at age 50 to start making catch-up contributions into their retirement accounts.

Artificial Intelligence in Banking

Posted March 29, 2023 — Automate your call center calls with interface.ai’s AI-powered phone system

Embracing A Culture of Cybersecurity

Posted March 29, 2023 — Banks look to all staff to assist in mitigating risk

RMD Age Delayed to 73 in 2023

Posted February 24, 2023 — If your financial organization is like most across the country, your team has been fielding questions from IRA owners since the SECURE 2.0 Act of 2022 was signed into law on December 29, 2022.

FIPCO Serves Their Compliance Concierge® Customers With Software Updates

Posted February 24, 2023 — Customers have always been, and will always be, top on the minds of FIPCO staff members.

FIPCO Welcomes Nicole Hagen

Posted February 2, 2023 — FIPCO is pleased to announce that Nicole Hagen has joined our team as compliance and risk management advisor.

Handling Name and Signature Inconsistency in Documentation

Posted January 27, 2023 — Banks consider document type, purpose, relevant rules. By, Scott Birrenkott

Delivering a Better Customer Experience

Posted January 27, 2023 — To say the least, the last couple of years were out of the norm for the banking industry.

Encouraging Retirement Saving in the Gig Economy

Posted December 27, 2022 — Trust the Experts, We'll help you navigate change so your business can thrive.

Managing Online Stop Payment Orders

Posted December 27, 2022 — Ensuring satisfactory written instruction for electronic payments

Holiday Scams

Posted November 30, 2022 — Welcome to the 2022 holiday season.

HSAs, an Opportunity for Mutual Benefit

Posted October 31, 2022 — Why do individuals open HSAs?

Passwords: Ensuring Secure Data

Posted October 27, 2022 — How you can be your own best first line of defense against hackers

Recent Court Action Overturns Closed-End Loan HMDA Reporting Threshold for Exempt Institutions

Posted October 27, 2022 — A D.C. Disctrict Court has invalidated the legal exemption threshold for reporting closed-end loan data for HMDA purposes.