Presented By: Deborah Crawford
Tuesday, July 13th, 2021 - 10:00 am Central Time Zone

There are many types of business accounts with many different ways to do business at banking today. It can be challenging to determine who is authorized to open, close and transact business when dealing with so many business entities.

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

Promo URL: https://www.CUWebinars.com/Webinar/Details/5262/?idAff=19

Presented By: Janice Branch
This event was recorded on Thursday, June 17th, 2021.

Aimed at all frontline staff, teller supervisors, tellers, call center, member service reps and branch managers, this program will allow participants to excel at creating a service experience that wows the member.

Related Topics: Customer Service, Management/Employee Development

Promo URL: https://www.CUWebinars.com/Webinar/Details/5258/?idAff=19

Presented By:
Tuesday, June 1st, 2021 - 8:00 am Central Time Zone

Gain access to a month’s worth of live webinars for just $795! June is a perfect time to explore the variety and depth of topics you can choose from to complement your compliance training program.

Related Topics: Compliance, IRAs, Auditing, Operations, Security, Customer Service, Sales, Lending, Management/Employee Development, Risk Management/Legal, Executive/Director, Deposit Accounts, BSA, Teller, Human Resources, Computer Skills, TRID, COVID-19

Promo URL: https://www.CUWebinars.com/Webinar/Details/5260/?idAff=19

Presented By: Deborah Crawford
This event was recorded on Tuesday, May 25th, 2021.

This session will address the following questions about procedures and your bank: What does the law say about identifying nonresident aliens? What type of identification is being used around the country to open accounts? What are the proper procedures for W-8 reporting? What role does Office of F... More →

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

Promo URL: https://www.CUWebinars.com/Webinar/Details/5228/?idAff=19

Presented By: Deborah Crawford
This event was recorded on Thursday, May 20th, 2021.

In this webinar, we’ll share tips for measuring the success of your training programs in order to prove the ROI.

Related Topics: Auditing, Compliance, Risk Management/Legal, Management/Employee Development, BSA, Human Resources, COVID-19

Promo URL: https://www.CUWebinars.com/Webinar/Details/5246/?idAff=19

Presented By: Deborah Crawford
This event was recorded on Tuesday, May 18th, 2021.

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

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

Promo URL: https://www.CUWebinars.com/Webinar/Details/5227/?idAff=19

Presented By: Janice Branch
This event was recorded on Thursday, April 15th, 2021.

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/5222/?idAff=19

Presented By: Melissa Marvin
This event was recorded on Thursday, April 1st, 2021.

Member service is personal. Excelling at moving from ordinary to extraordinary is key in being proactive in how we coach our member facing employees.

Related Topics: Management/Employee Development, Human Resources

Promo URL: https://www.CUWebinars.com/Webinar/Details/5225/?idAff=19

Presented By: Karen Butcher
This event was recorded on Wednesday, March 10th, 2021.

This program will ramp up leadership skills and address critical supervisory issues necessary to become an extraordinary supervisor.

Related Topics: Human Resources, Management/Employee Development

Promo URL: https://www.CUWebinars.com/Webinar/Details/5203/?idAff=19

Presented By:
This event was recorded on Monday, March 1st, 2021.

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

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

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

Presented By: Janice Branch
This event was recorded on Thursday, February 25th, 2021.

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

Related Topics: Sales, Management/Employee Development, Teller

Promo URL: https://www.CUWebinars.com/Webinar/Details/5214/?idAff=19

Presented By: Vicki Kraai
This event was recorded on Friday, February 19th, 2021.

This real-world webinar looks at what an exceptional branch looks like and how to obtain that coveted status. The agenda includes what gets in the way of realizing your goals and ideas on what you can elect to do about it.

Related Topics: Management/Employee Development, Human Resources

Promo URL: https://www.CUWebinars.com/Webinar/Details/5202/?idAff=19

Presented By: Jennifer Mirus
This event was recorded on Wednesday, February 17th, 2021.

This webinar will provide your managers with a valuable and easy to understand overview of key HR concepts and laws, and will give them practical information and tools they can use to avoid legal pitfalls.

Related Topics: Management/Employee Development, Human Resources

Promo URL: https://www.CUWebinars.com/Webinar/Details/5179/?idAff=19

Presented By: Deborah Crawford
This event was recorded on Wednesday, January 20th, 2021.

A comprehensive training needs and risk assessment is critical to an effective training program an begins with an evaluation of where you are and where you want to go. Attend this Free webinar to understand the critical questions and concepts when building your Financial Institution's Training Pr... More →

Related Topics: Compliance, Auditing, Human Resources, BSA, Risk Management/Legal, Management/Employee Development, COVID-19

Promo URL: https://www.CUWebinars.com/Webinar/Details/5210/?idAff=19

Presented By: Deborah Crawford
This event was recorded on Tuesday, January 12th, 2021.

There are many types of business accounts with many different ways to do business at banking today. It can be challenging to determine who is authorized to open, close and transact business when dealing with so many business entities.

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

Promo URL: https://www.CUWebinars.com/Webinar/Details/5183/?idAff=19

Presented By: Terri D. Thomas
This event was recorded on Tuesday, December 1st, 2020.

The webinar provides attendees with the dos and don'ts of being a Notary Public.

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

Promo URL: https://www.CUWebinars.com/Webinar/Details/5169/?idAff=19

Presented By: Deborah Crawford
This event was recorded on Wednesday, November 4th, 2020.

Your financial institution’s most precious asset is its frontline. This 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/5165/?idAff=19

Presented By: Jennifer Mirus
This event was recorded on Thursday, September 24th, 2020.

This webinar will provide your managers with a valuable and easy to understand overview of key HR concepts and laws, and will give them practical information and tools they can use to avoid legal pitfalls.

Related Topics: Human Resources, Management/Employee Development

Promo URL: https://www.CUWebinars.com/Webinar/Details/5152/?idAff=19

Presented By: Deborah Crawford
This event was recorded on Friday, June 26th, 2020.

During this program we will conduct staff training to detect and prevent four big crimes against your member.

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

Promo URL: https://www.CUWebinars.com/Webinar/Details/5107/?idAff=19

Presented By: Cody Delzer
This event was recorded on Tuesday, May 19th, 2020.

Data Flow Diagrams (DFDs) are one of the areas we see financial institutions struggle with the most.

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

Promo URL: https://www.CUWebinars.com/Webinar/Details/5090/?idAff=19

Presented By: Janice Branch
This event was recorded on Wednesday, May 13th, 2020.

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

Related Topics: Customer Service, Management/Employee Development

Promo URL: https://www.CUWebinars.com/Webinar/Details/5088/?idAff=19

Presented By: Honey Shelton
This event was recorded on Tuesday, April 7th, 2020.

This 90-minute webinar will provide you with a roadmap on how you can effectively switch from a traditional classroom to a virtual training environment.

Related Topics: COVID-19, Human Resources, Management/Employee Development

Promo URL: https://www.CUWebinars.com/Webinar/Details/5103/?idAff=19

Presented By: Deborah Crawford
This event was recorded on Thursday, March 12th, 2020.

Fulfills BSA and Reg CC Annual Training Requirements. This webinar focuses on the legal issues of checks outlined in signature cards under the uniform commercial code and the holds used on transaction accounts under Regulation CC.

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

Promo URL: https://www.CUWebinars.com/Webinar/Details/5064/?idAff=19

Presented By: Janice Branch
This event was recorded on Wednesday, March 11th, 2020.

Learn how to lead your team to success! You will know how to lead by example and consistently and routinely inspire excellence. Set expectations and goals and learn how to communicate them!

Related Topics: Management/Employee Development

Promo URL: https://www.CUWebinars.com/Webinar/Details/5072/?idAff=19

Presented By: Janice Branch
This event was recorded on Wednesday, February 26th, 2020.

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/5062/?idAff=19

Presented By: Deborah Crawford
This event was recorded on Tuesday, February 25th, 2020.

It has always been challenging to open accounts for nonresident aliens and to identify the person we are doing business with. Since the USA PATRIOT Act, Customer Identification Program (CIP) law passed, opening these accounts and covering the required documentation and identification bases makes ... More →

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

Promo URL: https://www.CUWebinars.com/Webinar/Details/5061/?idAff=19

Presented By: Honey Shelton
This event was recorded on Friday, February 7th, 2020.

This program will ramp up leadership skills and address critical supervisory issues necessary to become an extraordinary supervisor.

Related Topics: Human Resources, Management/Employee Development

Promo URL: https://www.CUWebinars.com/Webinar/Details/5054/?idAff=19

Presented By: Janice Branch
This event was recorded on Tuesday, January 28th, 2020.

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

Related Topics: Sales, Teller, Management/Employee Development

Promo URL: https://www.CUWebinars.com/Webinar/Details/5051/?idAff=19

Presented By: Deborah Crawford
This event was recorded on Thursday, January 9th, 2020.

There are many types of business accounts with many different ways to do business at banking today. It can be challenging to determine who is authorized to open, close and transact business when dealing with so many business entities.

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

Promo URL: https://www.CUWebinars.com/Webinar/Details/5048/?idAff=19

Presented By: Honey Shelton
This event was recorded on Wednesday, January 8th, 2020.

This real-world webinar looks at what an exceptional branch looks like and how to obtain that coveted status. The agenda includes what gets in the way of realizing your goals and ideas on what you can elect to do about it.

Related Topics: Human Resources, Management/Employee Development

Promo URL: https://www.CUWebinars.com/Webinar/Details/5047/?idAff=19

Presented By: Terri D. Thomas
This event was recorded on Tuesday, December 10th, 2019.

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: Honey Shelton
This event was recorded on Friday, December 6th, 2019.

Has your doctor ever asked you “what is your pain level like?” That is exactly what our presenter will ask you when you tune in for this webinar!

Related Topics: Management/Employee Development

Promo URL: https://www.CUWebinars.com/Webinar/Details/5015/?idAff=19

Presented By: Honey Shelton
This event was recorded on Wednesday, November 20th, 2019.

The cash drawer is the most obvious that does come to mind but a teller can lose their balance when dealing with an irate member or when they have a conflict with a co-worker. Learn how to keep your balance when working the teller window.

Related Topics: Management/Employee Development

Promo URL: https://www.CUWebinars.com/Webinar/Details/5034/?idAff=19

Presented By: Deborah Crawford
This event was recorded on Thursday, November 14th, 2019.

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

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

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

Presented By: Janice Branch
This event was recorded on Tuesday, October 22nd, 2019.

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: Management/Employee Development, Human Resources

Promo URL: https://www.CUWebinars.com/Webinar/Details/5028/?idAff=19

Presented By: Janice Branch
This event was recorded on Monday, September 23rd, 2019.

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/5022/?idAff=19

Presented By: Honey Shelton
This event was recorded on Monday, August 26th, 2019.

Join Honey Shelton and find out why, at any company, learning isn’t just the job of the training department!

Related Topics: Management/Employee Development

Promo URL: https://www.CUWebinars.com/Webinar/Details/5010/?idAff=19

Presented By: Deborah Crawford
This event was recorded on Tuesday, August 20th, 2019.

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
This event was recorded on Tuesday, July 23rd, 2019.

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, Lending, Management/Employee Development, Deposit Accounts, Compliance, Operations

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

Presented By: Deborah Crawford
This event was recorded on Thursday, July 18th, 2019.

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

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

Presented By: Deborah Crawford
This event was recorded on Thursday, June 27th, 2019.

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
This event was recorded on Tuesday, May 28th, 2019.

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.

This program will ramp up leadership skills and address critical supervisory issues necessary to become an extraordinary supervisor.

Related Topics: Management/Employee Development, Human Resources

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: Human Resources, Management/Employee Development

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: Management/Employee Development, Human Resources

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: Human Resources, Management/Employee Development

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: Risk Management/Legal, Deposit Accounts, Management/Employee Development, 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: Management/Employee Development, Risk Management/Legal

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

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, Management/Employee Development, Deposit Accounts, Risk Management/Legal

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

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

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

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, Management/Employee Development, Risk Management/Legal

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

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

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, Sales, Management/Employee Development

Promo URL: https://www.CUWebinars.com/Webinar/Details/4724/?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: Management/Employee Development, Human Resources, 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: Management/Employee Development, Compliance, 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, Compliance, Management/Employee Development, Deposit Accounts

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, Human Resources, Management/Employee Development

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, Deposit Accounts, Management/Employee Development, Compliance

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, Deposit Accounts, Sales

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

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: Sales, Management/Employee Development, 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, Sales, Management/Employee Development

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, Management/Employee Development, Risk Management/Legal

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

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

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

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, Management/Employee Development, Risk Management/Legal

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, Sales, Risk Management/Legal

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, Management/Employee Development, Sales

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: Risk Management/Legal, Sales, 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 →