A - Z of eTools - How to Work Smarter, Not Harder


Presented by: Andy Zavoina

Once upon a time your bank spent thousands of dollars on a new computer and software so that you could do your job more effectively. This allowed you to keep staff at minimal levels because you could work more efficiently. To maximize your workflow they spent an equal amount training you on Microsoft Office, email, and ways to resolve problems in Reg Z, CC and DD using Excel. Then you woke up and realized they did give you that computer and some new software, but you were immediately judged to be the "subject matter expert" and they wanted to see that new efficiency yesterday.

In this two hour webinar, we'll cover some of the tips and techniques Andy proved to be effective. As "the compliance department" for two banks with 89 branches and over 500 ATMs for 20 years he learned to work smarter, not harder. And he is going to share much of this with you. This is not a hands-on class, but one where you will see how to get things done. You will walk away with techniques that not only work, but can be used again and again to save a few minutes, many times a day.

Learn how to use the technology you have to be as effective as you can. It can allow you to get the most done in the shortest period of time, and to create tools that you and others will use to work smarter, not harder.
  • Go beyond the basics of addition, subtraction, multiplication and division as you learn how basic functions such as Lookup tables and "IF" statements provide useful tools to compliance staff and other employees.
  • Learn to recognize spreadsheet capabilities beyond the basics that demonstrate practical applications to resolve TISA, TILA and Reg. CC issues, as examples.
  • Learn how to use tracking capabilities to quickly route and change policies, procedures, training materials, etc. through many persons.
About the Speaker: Andy Zavoina, CRCM, is a consultant with the Glia Group, best known for its involvement with BankersOnline.com.

Andy has been in finance and banking for 23 years. Over 20 years were with a holding company with two Central Texas community banks that had $534 million in assets, 89 branches spanning Texas and nearly 500 ATMs. After starting in loan workouts, Mr. Zavoina has been a consumer, commercial and real estate lender and managed those departments as well as being the banks first Webmaster. He was responsible for compliance, management, auditing, and training for both banks.

Andy is a past Chairman of the American Bankers Association's Compliance Executive Committee. He was the 2003 recipient of the American Bankers Association's Distinguished Service Award for his involvement and accomplishments in the field of regulatory compliance management. He currently serves on the Editorial Advisory Board for the ABA's Compliance Magazine, Compliance Action magazine, is a member of the ABA's Compliance School Board and is a BankersOnline Guru. He also served on the Texas Bankers Association's Compliance Committee.

He is a graduate of the ABA National Commercial Lending School, National Compliance and National Graduate Compliance School and is a Certified Regulatory Compliance Manager with the Institute of Certified Bankers. He has written numerous articles and lectured on compliance, the use of the Internet and technology as a tool, as well as compliance in cyberspace to local, state and national associations. Internet policies and other compliance related programs are made available on his personal Web site.

(requires Windows Media Player and IE).

CD-ROM includes:
  • Complete presentation (including slides and audio)
  • Written Materials
  • Follow-up Q & A
You have the right under this license agreement for this CD-ROM to use this presentation on a single-workstation. Use on a network is in violation of the copyright agreements. CD may be used by multiple users at a given institution but may not be placed on a network or in any other multi-user environment.

This program was recorded in its entirety in August 2012. The CD-ROM includes program slides, materials (if available) and follow-up Q & A document.

Add to Cart:

  • Model: cd_etools0812
  • Manufactured by: Glia Group, Inc.

This product was added to our catalog on Monday 24 January, 2005.

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