CBA Associate Member Programs 6/26/24

Quilo Presents:  IRS REFUNDS to your Self Employed Customers!

June 27, 2024 | 10:00 am

Did your bank participate in PPP? Have you heard of the SETC program?  SETC – Self Employed Tax Credit Program (not related to ERC)

Everyone who filed a Schedule C as part of 2021 tax return is eligible to amend return.

(Independent Contractors, 1099’s, Sole Proprietors, Partnerships, Gig Workers)

SETC Quick Facts:

• You have account holders that could qualify for up to $32,200 from IRS
• Average SETC refund is $8,000 plus accrued interest from April 15, 2022.
• Deadline to file amended return is April 18, 2025

Your bank can participate in two ways.

• Earn fee income for promoting to customers and others in your market
• You have option to fund advances for verified refunds and receive 14.1% APR

Learn how your bank can increase deposits, put millions of dollars into the local economy and create raving fans in your community. 

Webinar is Thursday:   10 am

Link to webinar:https://us06web.zoom.us/j/88167851312?pwd=JTDhaFS1IoaIjz1tf4lWVEpbSaAb18.1#success

QwickRate Presents: CECL Coffee Talk Q&A
June 28, 2024 | 10:00 - 10:45 am

In this session, experts will review the latest questions from banks as they wrap up Q2, discuss new enhancements to the WARM process, and share reactions they are hearing from recent regulatory exams. Learn more and register. 

Finastra Presents: ISO 20022: Your countdown to compliance

June 27, 2024 | 1:00 pm

Are you ready for the Federal Reserve’s ISO 20022 payment standard for Fedwire? Finastra will demystify ISO 20022 implementation, covering key dates, resources, and actionable steps to get you up to speed.

To be covered:

• Key Dates & Milestones
• Testing Environments, Requirements, and Standards
• The ISO Language
• Preparing Your Wires Ecosystem

Learn more.