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    • » Licensing Support Services
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Category Archives: Webcast Archive

Renewal season: Here we go again! [Webcast Archive]

Renewal season — Here we go again! [Webcast Archive]

Webcast ArchiveBy APPROVED LicensingOctober 5, 2022

In this webcast, we provide a Q&A and share tips on how to make the renewal process more manageable for financial services licensees.

Launching a Financial Services Company | APPROVED Checkpoint Webcast

Launching a financial services company [Webcast Archive]

Webcast ArchiveBy APPROVED LicensingFebruary 9, 2022

In this webcast, we covered formation and licensing requirements critical to an effective start-up plan for new financial services companies.

You have license renewal questions, we have answers | APPROVED Checkpoint Webcast

You have license renewal questions, we have answers [Webcast Archive]

Webcast ArchiveBy APPROVED LicensingOctober 20, 2021

In this webcast, we answered audience questions, discussed key renewal items, and shared some tips on how to make the process more manageable.

California debt collection license requirement | APPROVED Checkpoint Webcast

California debt collection license requirement [Webcast Archive]

Webcast ArchiveBy APPROVED LicensingSeptember 22, 2021

APPROVED COO Tim Lange and Buckley LLP Partner Katy Ryan teamed up to break down the act’s requirements, specifically discussing who’s covered by the act, exemptions from licensure, and next steps for industry and regulators.

trategy & Technology: A dynamic duo for successful regulatory exams | APPROVED Checkpoint Webcast

Strategy & Technology: A dynamic duo for successful regulatory exams [Webcast Archive]

Webcast ArchiveBy APPROVED LicensingAugust 18, 2021

We were joined by Winnow Solutions to discuss the current regulatory climate for examinations and how the right combination of strategy and technology can improve the process.

CFL license transition to NMLS | APPROVED Checkpoint Webcast

CFL license transition to NMLS [Webcast Archive]

Webcast ArchiveBy APPROVED LicensingJuly 7, 2021

In this webcast, our panel discussed what lenders and brokers that hold a CFL license off of NMLS can expect with the upcoming transition to the system.

Checkpoint Webcast: Keeping you licensing house in order

Keeping your licensing house in order [Webcast Archive]

Webcast ArchiveBy APPROVED LicensingJune 2, 2021

In this APPROVED Checkpoint webcast, we discussed proactive steps to keep records up-to-date with state and federal regulators.

Buckley Regtech Solutions

Staying in the know with Buckley regtech solutions [Webcast Archive]

Webcast ArchiveBy APPROVED LicensingApril 28, 2021

Buckley offers two regtech solutions designed to help financial services companies navigate, manage, and respond to state regulatory requirements: Winnow and Mogy.

Checkpoint Webcast: 2021 Licensing Trends

2021 licensing trends – Turning predictions into practice [Webcast Archive]

Webcast ArchiveBy APPROVED LicensingMarch 24, 2021

In this Checkpoint Webcast, our panelists shared practical advice on how financial services companies can prepare to handle potential regulatory changes and develop strategies to comply with licensing and maintenance requirements.

20 for the '20s | Checkpoint Webcast

MLO licensing in the coming decade [Webcast Archive]

Webcast ArchiveBy APPROVED LicensingOctober 21, 2020

This Checkpoint webcast covered the top 20 things you need to know about mortgage loan originator licensing in the ’20s.

Checkpoint Webcast | Renewals in a remote world

Renewals in a remote world [Webcast Archive]

Webcast ArchiveBy APPROVED LicensingSeptember 16, 2020

This webcast covered a number of topics, including how to prepare for renewal, what to expect during the renewal period, state-specific requirements, and how the pandemic could affect the process this year.

Checkpoint Webcast | Remote examinations and complaints

Remote examinations and complaints [Webcast Archive]

Webcast ArchiveBy APPROVED LicensingAugust 26, 2020

This discussion covers how the pandemic has affected the traditional examination process, and updates from CSBS regarding the latest developments within the State Examination System (SES) and on managing complaints.

Maximizing Vendor Value | APPROVED Checkpoint Webcast

Maximizing vendor value [Webcast Archive]

Webcast ArchiveBy APPROVED LicensingJuly 22, 2020

This Checkpoint webcast focuses on getting the most out of third-party vendor relationships and navigating potential issues during the current pandemic. APPROVED team members Tanya Anthony and Tim Lange are joined by a panel of industry leaders who share their experience and insights.

ACN and Amendments | APPROVED Checkpoint Webcast

ACN and amendments [Webcast Archive]

Webcast ArchiveBy APPROVED LicensingMay 20, 2020

Buckley Partner Katy Ryan joined APPROVED team members Tanya Anthony and Twilla Wojciechowski to discuss key state requirements, ACN deadlines, change of control, and tips on how to successfully manage company amendments in today’s environment. [Checkpoint Webcast]

APPROVED Checkpoint Webcast | Branch licensing in a remote world

Branch licensing in a remote world [Webcast Archive]

Webcast ArchiveBy APPROVED LicensingApril 22, 2020

This session covers best practices and insights on how regulatory responses to the Covid-19 pandemic might shape branch licensing in the future. [Checkpoint Webcast]

Checkpoint Webcast: CFL Overview

CFL Overview [Webcast Archive]

Webcast ArchiveBy APPROVED LicensingFebruary 26, 2020

Debbie Stopeck, a senior program manager at APPROVED, shares her unique insights from a career spanning nearly four decades in licensing at the California DBO. [Checkpoint Webcast]

Checkpoint Webcast: Periodic reporting made easier

Periodic reporting made easier [Webcast Archive]

Webcast ArchiveBy APPROVED LicensingDecember 18, 2019

Our panel shares best practices and tricks of the trade to prepare for periodic reports coming up in the first quarter of 2020. [Checkpoint Webcast]

Temporary Authority | APPROVED Checkpoint Webcast

Temporary Authority — Learn why 2, 14, 30, 120, 365, and 2155 may be your lucky numbers! [Webcast Archive]

Webcast ArchiveBy APPROVED LicensingOctober 9, 2019

Our panel discusses the launch of TA, NMLS implementation, and the approach at the state level. And of course, the importance of the numbers 2, 14, 30, 120, 365, and 2155. [Checkpoint Webcast]

Checkpoint Webcast: Preparing for 2020 license renewals

Preparing for 2020 license renewals [Webcast Archive]

Webcast ArchiveBy APPROVED LicensingSeptember 25, 2019

We are joined by Reece Chekan from CSBS to discuss how to prepare for renewal, including what to expect during the renewal period, state-specific requirements, and how temporary authority might impact the renewal process.

Introducing Mogy — APPROVED's licensing technology solution | APPROVED Checkpoint Webcast

Introducing Mogy — APPROVED’s licensing technology solution [Webcast Archive]

Webcast ArchiveBy APPROVED LicensingJune 19, 2019

APPROVED co-founders Katy Ryan and Tim Lange preview Mogy — our proprietary licensing technology — and demonstrate how the system makes the licensing process easier and more efficient. [Checkpoint Webcast]

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