Webinars

This free webinar is designed for CPAs, financial advisors, and business professionals who would like to learn more about FDIC deposit insurance coverage and related matters. Upon completion you will have a thorough understanding of how FDIC insurance coverage works and other matters relating to FDIC insurance. CPAs can receive 1 CPE credit. Approved for up to 1.2 CTP/CCM recertification credit by the Association for Financial Professionals.

Diversified sources of funding ensure you have access to deposit funding when you need it. IntraFi is one of the largest providers of wholesale funding solutions. With funding options from IntraFi, your bank can access up to $2 billion in a day and tens of billions over time. Attend a dynamic webinar that will highlight why IntraFi solutions should be a mainstay in your wholesale funding toolbox.

With deposit and bank safety in the news, offering ICS and CDARS can provide your customers with valuable peace of mind that grows their loyalty to your bank. This webinar will explore why ICS and CDARS are excellent solutions for securing large deposits through a single bank. It will also explain the sign-up process, customer experience, and available tools and resources.

In this session we will cover the basics of ICS accounting, reporting and settlement. We will provide you with all the information you will need to make your accounting entries, balance your GLs, conduct reconciliation, and more.

In this session we will cover the basics of CDARS accounting, reporting and settlement. We will provide you with all the information you will need to make your accounting entries, balance your GLs, conduct reconciliation, and more.

In this session, participants are guided through an operational summary of IntraFi Cash Service, or ICS, and CDARS. Topics covered include how ICS and CDARS work, the customer experience, an overview of the Transaction and Reporting Portal and its entitlements, and time-saving features.