Presented By: Terri D. Thomas
Tuesday, December 10th, 2019 - 10:00 am Central Time Zone

Help your team know their responsibilities, plus learn basic laws, liability and reviews of various notarial acts.

Related Topics: Risk Management/Legal, Management/Employee Development

Promo URL: https://www.CUWebinars.com/Webinar/Details/4965/?idAff=19

Presented By: Deborah Crawford
Thursday, November 14th, 2019 - 10:00 am Central Time Zone

Learn how to set-up all these different nonprofit organizations, associations and corporations.

Related Topics: BSA, Management/Employee Development, Deposit Accounts, Lending, Compliance

Promo URL: https://www.CUWebinars.com/Webinar/Details/4990/?idAff=19

Presented By: Deborah Crawford
Tuesday, August 20th, 2019 - 10:00 am Central Time Zone

Your financial institution’s most precious asset is its frontline. Today’s program will take a look at procedures for the teller.

Related Topics: Management/Employee Development, Teller, Human Resources, Compliance

Promo URL: https://www.CUWebinars.com/Webinar/Details/4993/?idAff=19

Presented By: Deborah Crawford
Tuesday, July 23rd, 2019 - 10:00 am Central Time Zone

During this program we will look at how each type of business works, how changes are made at death and at new ownership.

Related Topics: BSA, Deposit Accounts, Management/Employee Development, Lending, Compliance, Operations

Promo URL: https://www.CUWebinars.com/Webinar/Details/4988/?idAff=19

Presented By: Deborah Crawford
Thursday, July 18th, 2019 - 10:00 am Central Time Zone

Related Topics: Sales, Operations, Lending, Deposit Accounts, Management/Employee Development, Teller, Risk Management/Legal

Promo URL: https://www.CUWebinars.com/Webinar/Details/4989/?idAff=19

Presented By: Deborah Crawford
Thursday, June 27th, 2019 - 10:00 am Central Time Zone

The webinar will go line by line through the CTR.

Related Topics: Risk Management/Legal, Management/Employee Development

Promo URL: https://www.CUWebinars.com/Webinar/Details/4985/?idAff=19

Presented By: Honey Shelton
Tuesday, May 28th, 2019 - 1:30 pm Central Time Zone

This webinar will encourage you to be prepared to be effective both as a coach and as a supervisor. How are they different? How are they alike?

Related Topics: Management/Employee Development

Promo URL: https://www.CUWebinars.com/Webinar/Details/4995/?idAff=19

Presented By: Janice Branch
This event was recorded on Tuesday, May 14th, 2019.

Invest in your Call Center agents by ensuring they are well-trained to handle every call with courtesy and grace.

Related Topics: Management/Employee Development

Promo URL: https://www.CUWebinars.com/Webinar/Details/4994/?idAff=19

Presented By: Deborah Crawford
This event was recorded on Wednesday, April 10th, 2019.

This webinar will discuss the red flags and scenarios for Elder Abuse, Identity Theft, Business Email Compromise Schemes and Human Trafficking.

Related Topics: Risk Management/Legal, Management/Employee Development

Promo URL: https://www.CUWebinars.com/Webinar/Details/4956/?idAff=19

Presented By: Janice Branch
This event was recorded on Tuesday, March 12th, 2019.

This program will teach managers to establish clear expectations and goals including how to motivate your employees to meet those goals. We will also discuss best practices when you face resistance, a lack of cooperation, grudges, or resentment and you will learn how to become an advisor and a co... More →

Related Topics: Management/Employee Development

Promo URL: https://www.CUWebinars.com/Webinar/Details/4931/?idAff=19

Presented By: Janice Branch
This event was recorded on Tuesday, February 26th, 2019.

This webinar is intended to assist Call Center Managers in ensuring they have well-trained agents in the Call Center who execute their responsibilities and duties effectively.

Related Topics: Management/Employee Development

Promo URL: https://www.CUWebinars.com/Webinar/Details/4930/?idAff=19

Presented By: Honey Shelton
This event was recorded on Thursday, February 7th, 2019.

Ramp up your leadership skills and address critical supervisory issues necessary to becoming an extraordinary supervisor.

Related Topics: Sales, Management/Employee Development

Promo URL: https://www.CUWebinars.com/Webinar/Details/4929/?idAff=19

Presented By: Janice Branch
This event was recorded on Tuesday, January 29th, 2019.

Develop alert, capable tellers who can minimize losses, follow explicit instructions and provide quality customer service.

Related Topics: Management/Employee Development, Sales

Promo URL: https://www.CUWebinars.com/Webinar/Details/4928/?idAff=19

Presented By: Honey Shelton
This event was recorded on Tuesday, January 8th, 2019.

Learn how to build a team and coach them to success.

Related Topics: Human Resources, Management/Employee Development

Promo URL: https://www.CUWebinars.com/Webinar/Details/4927/?idAff=19

Presented By: Janice Branch
This event was recorded on Tuesday, October 30th, 2018.

This webinar is designed to develop alert, capable tellers who can minimize losses, follow explicit instructions and provide quality member service.

Related Topics: Management/Employee Development

Promo URL: https://www.CUWebinars.com/Webinar/Details/4912/?idAff=19

Presented By: Janice Branch
This event was recorded on Tuesday, October 23rd, 2018.

This fast-paced, dynamic webinar is designed for credit unions serious about taking member service up a notch.

Related Topics: Management/Employee Development

Promo URL: https://www.CUWebinars.com/Webinar/Details/4911/?idAff=19

Presented By: Janice Branch
This event was recorded on Wednesday, October 10th, 2018.

Invest in your Call Center agents by ensuring they are well-trained to handle every call with courtesy and grace.

Related Topics: Management/Employee Development

Promo URL: https://www.CUWebinars.com/Webinar/Details/4900/?idAff=19

Presented By: Deborah Crawford
This event was recorded on Tuesday, October 9th, 2018.

This webinar will discuss the red flags and scenarios for Elder Abuse, Identity Theft, Business Email Compromise Schemes and Human Trafficking.

Related Topics: Management/Employee Development, Risk Management/Legal

Promo URL: https://www.CUWebinars.com/Webinar/Details/4902/?idAff=19

Presented By: Honey Shelton
This event was recorded on Wednesday, September 26th, 2018.

Boost your expertise and your enthusiasm in this full speed ahead, highly motivating webinar designed to deliver a real-life approach to leading your branch.

Related Topics: Human Resources, Management/Employee Development

Promo URL: https://www.CUWebinars.com/Webinar/Details/4896/?idAff=19

Presented By: Terri D. Thomas
This event was recorded on Wednesday, September 5th, 2018.

Help your team know their responsibilities, plus learn basic laws, liability and reviews of various notarial acts.

Related Topics: Risk Management/Legal, Management/Employee Development

Promo URL: https://www.CUWebinars.com/Webinar/Details/4878/?idAff=19

Presented By: Honey Shelton
This event was recorded on Thursday, August 30th, 2018.

Discover how to design training that promotes learner involvement.

Related Topics: Management/Employee Development, Human Resources

Promo URL: https://www.CUWebinars.com/Webinar/Details/4884/?idAff=19

Presented By: Honey Shelton
This event was recorded on Tuesday, July 24th, 2018.

Boost your expertise and your enthusiasm in this full speed ahead, highly motivating webinar designed to deliver a real-life approach to leading your branch.

Related Topics: Human Resources, Management/Employee Development

Promo URL: https://www.CUWebinars.com/Webinar/Details/4885/?idAff=19

Presented By: Janice Branch
This event was recorded on Thursday, May 31st, 2018.

This program will teach managers to establish clear expectations and goals including how to motivate your employees to meet those goals. We will also discuss best practices when you face resistance, a lack of cooperation, grudges, or resentment and you will learn how to become an advisor and a co... More →

Related Topics: Management/Employee Development, Human Resources

Promo URL: https://www.CUWebinars.com/Webinar/Details/4880/?idAff=19

Presented By: Janice Branch
This event was recorded on Tuesday, April 10th, 2018.

This webinar is intended to assist Call Center Managers in ensuring they have well-trained agents in the Call Center who execute their responsibilities and duties effectively.

Related Topics: Management/Employee Development

Promo URL: https://www.CUWebinars.com/Webinar/Details/4849/?idAff=19

Presented By: Deborah Crawford
This event was recorded on Thursday, March 15th, 2018.

Related Topics: Teller, Deposit Accounts, Management/Employee Development, Operations, Sales, Risk Management/Legal

Promo URL: https://www.CUWebinars.com/Webinar/Details/4822/?idAff=19

Presented By: Honey Shelton
This event was recorded on Tuesday, March 13th, 2018.

Maximize the success of the new hire by providing tools and best practices you can use to create an effective onboarding process in your organization.

Related Topics: Sales, Human Resources, Management/Employee Development

Promo URL: https://www.CUWebinars.com/Webinar/Details/4840/?idAff=19

Presented By: Janice Branch
This event was recorded on Tuesday, February 6th, 2018.

Develop alert, capable tellers who can minimize losses, follow explicit instructions and provide quality customer service.

Related Topics: Management/Employee Development, Sales, Risk Management/Legal

Promo URL: https://www.CUWebinars.com/Webinar/Details/4829/?idAff=19

Presented By: Honey Shelton
This event was recorded on Tuesday, January 23rd, 2018.

Learn how to build a team and coach them to success.

Related Topics: Management/Employee Development, Human Resources

Promo URL: https://www.CUWebinars.com/Webinar/Details/4828/?idAff=19

Presented By: Honey Shelton and Karen Wiehoff
This event was recorded on Thursday, December 7th, 2017.

This dynamic, fast-moving webinar is your key to setting the bar high for member satisfaction.

Related Topics: Management/Employee Development

Promo URL: https://www.CUWebinars.com/Webinar/Details/4816/?idAff=19

Presented By: Deborah Crawford
This event was recorded on Wednesday, November 15th, 2017.

This program is an A-Z on account ownership and documentation. It is a must for anyone who opens or manages new accounts.

Related Topics: Management/Employee Development, Risk Management/Legal, Deposit Accounts, Sales

Promo URL: https://www.CUWebinars.com/Webinar/Details/4782/?idAff=19

Presented By: Tammy Schultz
This event was recorded on Wednesday, October 18th, 2017.

Whether your organization already offers HSAs or is just thinking about it, join us as we discuss the Top 10 HSA issues revolving around these increasingly popular accounts.

Related Topics: Risk Management/Legal, Management/Employee Development

Promo URL: https://www.CUWebinars.com/Webinar/Details/4775/?idAff=19

Presented By: Deborah Crawford
This event was recorded on Wednesday, September 6th, 2017.

This program will focus on the personal account issues of closing accounts and taking off signers in this complex world.

Related Topics: Sales, Deposit Accounts, Management/Employee Development, Risk Management/Legal

Promo URL: https://www.CUWebinars.com/Webinar/Details/4783/?idAff=19

Presented By: Michael Glover
This event was recorded on Wednesday, August 30th, 2017.

Part three of the four part series on HSAs will review difficult HSA issues regarding eligibility requirements, employer contributions, excess contribution issues, prohibited transactions, and reporting.

Related Topics: Sales, Risk Management/Legal, Management/Employee Development

Promo URL: https://www.CUWebinars.com/Webinar/Details/4773/?idAff=19

Presented By: Deborah Crawford
This event was recorded on Tuesday, August 22nd, 2017.

During this program we will examine the impact of FATCA, the new forms and 1042S reporting to the IRS. We will also look at acceptable forms of identification and Bank Secrecy Act issues in your Customer Identification Programs and due diligence.

Related Topics: Sales, Deposit Accounts, Risk Management/Legal, Management/Employee Development

Promo URL: https://www.CUWebinars.com/Webinar/Details/4781/?idAff=19

Presented By: Michael Glover
This event was recorded on Wednesday, August 9th, 2017.

Part two of the four part series will help you understand the fundamentals of HSAs and basic HSA compliance rules.

Related Topics: Management/Employee Development, Risk Management/Legal, Sales

Promo URL: https://www.CUWebinars.com/Webinar/Details/4772/?idAff=19

Presented By: Michael Glover
This event was recorded on Thursday, July 20th, 2017.

Part one of the four part series, this course offers insight into the HSA market—including its growth, the prospects for future growth, and the reasons behind it all.

Related Topics: Sales, Risk Management/Legal, Management/Employee Development

Promo URL: https://www.CUWebinars.com/Webinar/Details/4771/?idAff=19

Presented By: Ascensus
This event was recorded on Thursday, July 20th, 2017.

Attend this four part series for all of the information you need on Health Savings Accounts.

Related Topics: Management/Employee Development, Risk Management/Legal, Sales

Promo URL: https://www.CUWebinars.com/Webinar/Details/4774/?idAff=19

Presented By: Deborah Crawford
This event was recorded on Tuesday, July 11th, 2017.

Attend this program to hear about the new Reg CC amendments!

Related Topics: Sales, Deposit Accounts, Risk Management/Legal, Management/Employee Development

Promo URL: https://www.CUWebinars.com/Webinar/Details/4787/?idAff=19

Presented By: Deborah Crawford
This event was recorded on Thursday, June 22nd, 2017.

Learn the safe way to handle checks and be sure that you and your financial institution can be protected from loss on the negotiable instruments. 

Related Topics: Management/Employee Development, Risk Management/Legal, Sales, Deposit Accounts

Promo URL: https://www.CUWebinars.com/Webinar/Details/4776/?idAff=19

Presented By: Deborah Crawford
This event was recorded on Tuesday, June 6th, 2017.

Learn about checks, IRAs, deposit ownership, trusts, UTMA, affidavits of heirship and other complex issues that can occur when a member dies.

Related Topics: Deposit Accounts, Sales, Risk Management/Legal, Management/Employee Development

Promo URL: https://www.CUWebinars.com/Webinar/Details/4777/?idAff=19

Presented By: Janice Branch
This event was recorded on Thursday, May 25th, 2017.

Develop alert, capable tellers who can minimize losses, follow explicit instructions and provide quality customer service.

Related Topics: Risk Management/Legal, Management/Employee Development, Sales

Promo URL: https://www.CUWebinars.com/Webinar/Details/4724/?idAff=19

Presented By: Carl Pry
This event was recorded on Monday, May 22nd, 2017.

If your institution attends at least 5 webinars per year, a webinar subscription package is a no-brainer!

Related Topics: Risk Management/Legal, Sales, IRAs, Compliance, Human Resources, BSA, Deposit Accounts, Management/Employee Development, Lending

Promo URL: https://www.CUWebinars.com/Webinar/Details/2520/?idAff=19

Presented By: Honey Shelton
This event was recorded on Thursday, April 13th, 2017.

Learn how to build a team that works together for the common good.

Related Topics: Human Resources, Management/Employee Development, Risk Management/Legal

Promo URL: https://www.CUWebinars.com/Webinar/Details/4739/?idAff=19

Presented By: Deborah Crawford
This event was recorded on Tuesday, April 11th, 2017.

This webinar focuses on the compliance and technical skills that your teller needs to be successful at his or her job.

Related Topics: Compliance, Management/Employee Development, Risk Management/Legal

Promo URL: https://www.CUWebinars.com/Webinar/Details/4763/?idAff=19

Presented By: Deborah Crawford
This event was recorded on Thursday, April 6th, 2017.

This program will examine multiple types of POAs, when they can be used and some general procedures to implement in your financial institution.

Related Topics: Risk Management/Legal, Management/Employee Development, Deposit Accounts, Compliance

Promo URL: https://www.CUWebinars.com/Webinar/Details/4762/?idAff=19

Presented By: Janice Branch
This event was recorded on Tuesday, March 14th, 2017.

Empowering, practical and useful information that can increase leadership skills required by managers.

Related Topics: Risk Management/Legal, Management/Employee Development, Human Resources

Promo URL: https://www.CUWebinars.com/Webinar/Details/4738/?idAff=19

Presented By: Deborah Crawford
This event was recorded on Friday, March 3rd, 2017.

This webinar will help your staff determine if your procedures are in or out of regulation and provide courses of action if necessary.

Related Topics: Risk Management/Legal, Management/Employee Development, Compliance, Deposit Accounts

Promo URL: https://www.CUWebinars.com/Webinar/Details/4736/?idAff=19

Presented By: Deborah Crawford
This event was recorded on Thursday, February 9th, 2017.

This webinar will cover standard trust-opening procedures and many questions that arise as trusts and account holder situations change.

Related Topics: Risk Management/Legal, Management/Employee Development, Sales, Deposit Accounts

Promo URL: https://www.CUWebinars.com/Webinar/Details/4734/?idAff=19

Presented By: Deborah Crawford
This event was recorded on Tuesday, January 17th, 2017.

This program is designed to develop your expertise in business account ownership and authority.

Related Topics: Deposit Accounts, Compliance, Risk Management/Legal, Management/Employee Development

Promo URL: https://www.CUWebinars.com/Webinar/Details/4721/?idAff=19

Presented By: Honey Shelton
This event was recorded on Tuesday, January 10th, 2017.

Maximize the success of the new hire by providing tools and best practices you can use to create an effective onboarding process in your organization.

Related Topics: Management/Employee Development, Sales, Human Resources

Promo URL: https://www.CUWebinars.com/Webinar/Details/4722/?idAff=19

Presented By: Deborah Crawford
This event was recorded on Thursday, November 17th, 2016.

During this program we will examine the impact of FATCA, the new forms and 1042S reporting to the IRS. We will also look at acceptable forms of identification and Bank Secrecy Act issues in your Customer Identification Programs and due diligence. More →

Related Topics: Risk Management/Legal, Management/Employee Development, Sales

Promo URL: https://www.CUWebinars.com/Webinar/Details/4714/?idAff=19

Presented By: Deborah Crawford
This event was recorded on Thursday, October 13th, 2016.

Learn about checks, IRAs, deposit ownership, trusts, UTMA, affidavits of heirship and other complex issues that can occur when a member dies.

Related Topics: Sales, IRAs, Risk Management/Legal, Management/Employee Development

Promo URL: https://www.CUWebinars.com/Webinar/Details/4711/?idAff=19

Presented By: Deborah Crawford
This event was recorded on Thursday, September 15th, 2016.

Learn what steps we must take to “know this customer” and their anticipated transactions in the account. Join us for the "how to" open a business account and comply with customer due diligence expectations.... More →

Related Topics: Sales, Management/Employee Development, Risk Management/Legal

Promo URL: https://www.CUWebinars.com/Webinar/Details/4703/?idAff=19

Presented By: Janice Branch
This event was recorded on Thursday, August 25th, 2016.

The Eight Keys to Teller Excellence webinar is designed to develop alert, capable tellers who can minimize losses, follow explicit instructions and provide quality customer service.

Related Topics: Human Resources, Risk Management/Legal, Management/Employee Development

Promo URL: https://www.CUWebinars.com/Webinar/Details/4700/?idAff=19

Presented By: Deborah Crawford
This event was recorded on Thursday, August 18th, 2016.

This program will focus on the personal account issues of closing accounts and taking off signers in this complex world.

Related Topics: Management/Employee Development, Risk Management/Legal, Sales

Promo URL: https://www.CUWebinars.com/Webinar/Details/4685/?idAff=19

Presented By: Deborah Crawford
This event was recorded on Friday, August 5th, 2016.

Learn about the three elements that apply to consumer accounts and how to address consumer issuesMore →

Related Topics: Risk Management/Legal, Management/Employee Development, Sales

Promo URL: https://www.CUWebinars.com/Webinar/Details/4704/?idAff=19

Presented By: Deborah Crawford
This event was recorded on Wednesday, July 20th, 2016.

This program will be a review of as well as update attendees on Regulation CC. We will also cover questions such as: can we place a hold on a cashier’s check? How many days can we hold checks on a new account? Does this apply to business accounts? Do we have to... More →

Related Topics: Management/Employee Development, Risk Management/Legal, Sales

Promo URL: https://www.CUWebinars.com/Webinar/Details/4683/?idAff=19

Presented By: Deborah Crawford
This event was recorded on Thursday, July 14th, 2016.

In this program, we will look at all the different types of identification and TINs to ... More →

Related Topics: Sales, Risk Management/Legal, Management/Employee Development

Promo URL: https://www.CUWebinars.com/Webinar/Details/4682/?idAff=19

Presented By: Deborah Crawford
This event was recorded on Friday, June 17th, 2016.

It’s time to implement new CDD rules for legal entities customers. This program will highlight the nuts and bolts of the new regulation issued May the 11th and what it will mean to legal entity customers.

Related Topics: Sales, Risk Management/Legal, Management/Employee Development

Promo URL: https://www.CUWebinars.com/Webinar/Details/4684/?idAff=19

Presented By: Deborah Crawford
This event was recorded on Thursday, June 9th, 2016.

n this program learn how to open, document, change signers and handle the paperwork on Limited Liability Company accounts.

Related Topics: Management/Employee Development, Risk Management/Legal, Sales

Promo URL: https://www.CUWebinars.com/Webinar/Details/4670/?idAff=19

Presented By: Zack Merrill
This event was recorded on Friday, June 3rd, 2016.

This dynamic program will help raise the bar when it comes to engaging and training new employees from the start. Wow them with a genuine interest and care in their success with your organization.

Related Topics: Human Resources, Sales, Management/Employee Development

Promo URL: https://www.CUWebinars.com/Webinar/Details/4677/?idAff=19

Presented By: Deborah Crawford
This event was recorded on Monday, May 9th, 2016.

This webinar will cover standard trust-opening procedures and many questions that arise as trusts and account holder situations change.

Related Topics: Sales, Risk Management/Legal, Management/Employee Development

Promo URL: https://www.CUWebinars.com/Webinar/Details/4669/?idAff=19

Presented By: Honey Shelton
This event was recorded on Friday, May 6th, 2016.

This program will focus on frontline performance management - it’s the key to the employee becoming motivated and responsible.  Are you ready to learn how to work with the staff to create a performa... More →