All Recorded Events for CUWebinars

Legal Issues of Checks

Presented by Photo of Deborah Crawford 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: Customer Service, Operations, Teller

Compliance Perspectives: A Monthly Update

Presented by Photo of Carl Pry Carl Pry
This event was recorded on Thursday, June 22nd, 2017.

A monthly webinar series to help you keep up with changes and deadlines in the compliance area in a quick and easy format.

Related Topics: Compliance

10 Lessons Learned When Your Member Dies

Presented by Photo of Deborah Crawford 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: Customer Service, Operations, Teller

Compliance Perspectives: A Monthly Update

Presented by Photo of Carl Pry Carl Pry
This event was recorded on Tuesday, May 30th, 2017.

A monthly webinar series to help you keep up with changes and deadlines in the compliance area in a quick and easy format.

Related Topics: Compliance

8 Keys to Teller Excellence

Presented by Photo of Janice Branch 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: Customer Service, Operations, Teller

For Salespeople: Learn How Top Producing Bankers Prospect for Business

Presented by Photo of Jack Kasel Jack Kasel
This event was recorded on Monday, May 22nd, 2017.

Become more effective at the early steps in the sales process so you can shorten the sales cycle, eliminate stalls and "think it overs" at the closing table, and close more business.

Related Topics: Sales

Mastering the FFIEC Cybersecurity Assessment Tool

Presented by Photo of Chad Knutson Chad Knutson
This event was recorded on Thursday, May 18th, 2017.

Review expectations within CAT guidance, review the assessment tool and provide insight surrounding issues that have surfaced.

Related Topics: Security, Operations, Risk Management

Indirect Lending: Improving and Strengthening Controls

Presented by Photo of Bruce Hull Bruce Hull
This event was recorded on Tuesday, May 16th, 2017.

This session will discuss the controls needed for today's indirect loan programs.

Related Topics: Compliance, Lending

Federal Compliance School OnDemand with Live Streaming

Presented by Photo of Carl Pry Carl Pry
This event was recorded on Monday, May 8th, 2017.

Attend this Federal Compliance School via Live Streaming Video!

Related Topics: Compliance, Lending, Risk Management

HMDA Reporting for 2018 Applications

Presented by Photo of Kristen Tatlock Kristen Tatlock
This event was recorded on Wednesday, May 3rd, 2017.

This session will provide an overview of what credit unions need to know about data collection and reporting for loans acted on during the 2018 calendar year.

Related Topics: Compliance, Operations, Auditing

Streamlining the Real Estate Loan Process

Presented by Photo of Bruce Hull Bruce Hull
This event was recorded on Thursday, April 27th, 2017.

This presentation will discuss concepts, methodologies, and tools for streamlining the real estate lending process.

Related Topics: Compliance, Operations, Lending

Compliance Perspectives: A Monthly Update

Presented by Photo of Carl Pry Carl Pry
This event was recorded on Thursday, April 20th, 2017.

A monthly webinar series to help you keep up with changes and deadlines in the compliance area in a quick and easy format.

Related Topics: Compliance

Loan Growth Strategies

Presented by Photo of Bruce Hull Bruce Hull
This event was recorded on Thursday, April 20th, 2017.

This presentation will discuss the ever-challenging topic of loan growth strategies.

Related Topics: Compliance, Operations, Lending

Branch Manager Best Practices

Presented by Photo of Honey Shelton 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: Operations, Human Resources, Teller

Developing a Star Teller

Presented by Photo of Deborah Crawford 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, Operations, Teller

Handling Power of Attorney Documents on New Accounts

Presented by Photo of Deborah Crawford 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: Compliance, Operations, Teller

HMDA Reporting for 2017 Applications

Presented by Photo of Kristen Tatlock Kristen Tatlock
This event was recorded on Wednesday, April 5th, 2017.

This session will provide an overview of what credit unions need to know about data collection and reporting for loans acted on during the 2017 calendar year.

Related Topics: Compliance, Operations, Auditing

HMDA Reporting - 2 Part Webinar Series

Presented by Photo of Kristen Tatlock Kristen Tatlock
This event was recorded on Wednesday, April 5th, 2017.

This series will provide an overview of what credit unions need to know about data collection and reporting for loans acted on in 2017 and 2018.

Related Topics: Compliance, Operations, Auditing

Compliance Perspectives: A Monthly Update

Presented by Photo of Carl Pry Carl Pry
This event was recorded on Thursday, March 30th, 2017.

A monthly webinar series to help you keep up with changes and deadlines in the compliance area in a quick and easy format.

Related Topics: Compliance

Annual BSA Officer and Staff Training 2017

Presented by Photo of Deborah Crawford Deborah Crawford
This event was recorded on Friday, March 24th, 2017.

Preparing for the BSA exam is made easy with this comprehensive webinar.

Related Topics: Compliance, Operations, Risk Management

New FFIEC Information Security Booklet

Presented by Photo of Chad Knutson Chad Knutson
This event was recorded on Thursday, March 23rd, 2017.

This program will provide a review of the new FFIEC Information Security Booklet.

Related Topics: Security, Operations, Risk Management

Auditing for TRID Compliance

Presented by Photo of Kyla Dartez Kyla Dartez
This event was recorded on Wednesday, March 15th, 2017.

This session will provide a step-by-step guide to reviewing LEs and CDs for accuracy and timeliness. 

Related Topics: Compliance, Operations, Auditing

Coaching Effectiveness for Managers

Presented by Photo of Janice Branch 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: Operations, Human Resources, Teller

Call Center Representative Training

Presented by Photo of J.T. Turner J.T. Turner
This event was recorded on Wednesday, March 8th, 2017.

This webinar will focus on the customer service aspects of Call Centers.

Related Topics: Customer Service

Regulation CC: Checks and Holds

Presented by Photo of Deborah Crawford 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: Compliance, Operations, Teller

Individual Tax Return Review For Mortgage Decisions, Form 1040 with Basic Schedules

Presented by Photo of J.T. Turner J.T. Turner
This event was recorded on Wednesday, March 1st, 2017.

This class gives a line by line review of the personal tax returns and the accompanying forms.

Related Topics: Operations, Lending

Compliance Perspectives: A Monthly Update

Presented by Photo of Carl Pry Carl Pry
This event was recorded on Thursday, February 23rd, 2017.

A monthly webinar series to help you keep up with changes and deadlines in the compliance area in a quick and easy format.

Related Topics: Compliance

Conducting Compliance Audits

Presented by Photo of Kyla Dartez Kyla Dartez
This event was recorded on Tuesday, February 21st, 2017.

This session will cover what a compliance audit should address and how to develop an audit plan.

Related Topics: Compliance, Operations, Auditing

Customer Identification Programs and Customer Due Diligence: Update

Presented by Photo of Deborah Crawford Deborah Crawford
This event was recorded on Tuesday, February 21st, 2017.

This program will evaluate CIP, CDD and EDD regulations, exam guidance and provide thoughts on how to proceed with a program that is friendly to the account holder.

Related Topics: Compliance, Operations

Top 10 IRA Issues

Presented by Photo of Paul Cullen & Mike Glover Paul Cullen & Mike Glover
This event was recorded on Friday, February 17th, 2017.

This webinar will provide an interesting and unique perspective on the Top 10 IRA issues facing financial organizations today.

Related Topics: IRA, Customer Service, Operations

Error Resolution Under Regulation E and Regulation Z

Presented by Photo of Kristen Tatlock Kristen Tatlock
This event was recorded on Wednesday, February 15th, 2017.

This session will discuss error resolution requirements mandated by Regulation E and Regulation Z.

Related Topics: Compliance, Operations, Risk Management

For Sales Managers: How to Hire Better Bankers Who Can Sell

Presented by Photo of Alex Cole Alex Cole
This event was recorded on Monday, February 13th, 2017.

This webinar will introduce a proven process for searching, interviewing, hiring and on-boarding bankers and other financial sales people.

Related Topics: Sales

Opening Trust Accounts: Documenting Authority & Liability

Presented by Photo of Deborah Crawford 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: Customer Service, Operations, Teller

Basic Underwriting

Presented by Photo of J.T. Turner J.T. Turner
This event was recorded on Tuesday, January 31st, 2017.

This class will give an excellent overview of the components an underwriter considers in reviewing a loan.

Related Topics: Operations, Lending, Risk Management

IRA Rollovers and Transfers have changed, are you prepared?

Presented by Photo of Paul Cullen & Mike Glover Paul Cullen & Mike Glover
This event was recorded on Tuesday, January 31st, 2017.

This webinar will discuss rollovers and transfers as well as direct and indirect rollovers and will also touch on designated Roth account assets.

Related Topics: IRA, Customer Service, Operations

Compliance Perspectives: A Monthly Update

Presented by Photo of Carl Pry Carl Pry
This event was recorded on Thursday, January 26th, 2017.

A monthly webinar series to help you keep up with changes and deadlines in the compliance area in a quick and easy format.

Related Topics: Compliance

Overdraft Programs Under Regulation E and Truth-in-Savings

Presented by Photo of Bonnie Newsome Bonnie Newsome
This event was recorded on Wednesday, January 25th, 2017.

Important compliance considerations in Regulation E and Truth-in-Savings.

Related Topics: Compliance, Operations, Risk Management

IRAs - 3 Part Webinar Series

Presented by Photo of Paul Cullen & Mike Glover Paul Cullen & Mike Glover
This event was recorded on Tuesday, January 24th, 2017.

These sessions will provide a comprehensive review of Roth and Traditional IRAs including rollovers, transfers and the most recent issues institutions face regarding IRAs.

Related Topics: IRA, Customer Service, Operations

Introduction to IRAs

Presented by Photo of Stacy Torkelson & Ryan Przybilla Stacy Torkelson & Ryan Przybilla
This event was recorded on Tuesday, January 24th, 2017.

For those who are new to IRAs or need a refresher, this webinar provides the fundamentals of Traditional and Roth IRAs.

Related Topics: IRA, Customer Service, Operations

Opening Business Accounts

Presented by Photo of Deborah Crawford 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: Compliance, Operations, Teller

Cybercrime: Ransomware

Presented by Photo of Chad Knutson Chad Knutson
This event was recorded on Friday, January 13th, 2017.

Attend this program for an overview of ransomware attacks and industry best practices for protection.

Related Topics: Security, Operations, Risk Management

Regulation E – An Overview

Presented by Photo of Kristen Tatlock Kristen Tatlock
This event was recorded on Wednesday, January 11th, 2017.

This session will provide an overview of Reg. E's current provisions.

Related Topics: Compliance, Customer Service, Operations

Regulation E - 3 Part Webinar Series

Presented by Photo of Kristen Tatlock Kristen Tatlock
This event was recorded on Wednesday, January 11th, 2017.

These sessions will provide a comprehensive review of Regulation E and its provisions.

Related Topics: Compliance, Customer Service, Operations

Onboarding Your New Hire

Presented by Photo of Honey Shelton 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: Customer Service, Teller, Human Resources

Compliance Perspectives: A Monthly Update

Presented by Photo of Carl Pry Carl Pry
This event was recorded on Thursday, December 15th, 2016.

A monthly webinar series to help you keep up with changes and deadlines in the compliance area in a quick and easy format.

Related Topics: Compliance

UDAAP - Understanding Unfair, Deceptive, or Abusive Acts and Practices

Presented by Photo of Kristen Tatlock Kristen Tatlock
This event was recorded on Wednesday, December 14th, 2016.

This session will cover definitions, CFPB enforcement actions, advertisements, products, services, and ... More →

Related Topics: Compliance, Lending, Risk Management

Cybersecurity: 2016 Year in Review

Presented by Photo of Chad Knutson Chad Knutson
This event was recorded on Friday, December 9th, 2016.

Attend this program for a 2016 recap of Cybersecurity events and how to be prepared for 2017.

Related Topics: Security, Operations, Risk Management

Indirect Lending: Improving and Strengthening Controls

Presented by Photo of Bruce Hull Bruce Hull
This event was recorded on Friday, December 2nd, 2016.

This session will discuss the controls needed for today's indirect loan programs.

Related Topics: Compliance, Lending

Compliance Perspectives: A Monthly Update

Presented by Photo of Carl Pry Carl Pry
This event was recorded on Thursday, November 17th, 2016.

A monthly webinar series to help you keep up with changes and deadlines in the compliance area in a quick and easy format.

Related Topics: Compliance

Opening Nonresident Alien Accounts: W-8BEN, CIP and CDD

Presented by Photo of Deborah Crawford 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 an... More →

Related Topics: Customer Service, Operations, Teller

5 Performance Factors for Success in Sales

Presented by Photo of Jack Kasel Jack Kasel
This event was recorded on Monday, November 14th, 2016.

This webinar will help you by focusing on how the major performance factors may be affecting your selling success.

Related Topics: Sales

Regulation C & the Home Mortgage Disclosure Act

Presented by Photo of Kristen Tatlock Kristen Tatlock
This event was recorded on Wednesday, November 9th, 2016.

This session will discuss reporting thresholds, which loans are covered under the rule, and what information credit unions have to collect and report.

Related Topics: Compliance, Operations, Lending

Advanced Collection Techniques That Reduce Delinquency & Loss

Presented by Photo of Bruce Hull Bruce Hull
This event was recorded on Tuesday, November 8th, 2016.

How can we proactively find ways to collect delinquent accounts, retain the loyalty of the borrowers and minimize losses? Join us for a discussion of advanced co... More →

Related Topics: Compliance, Customer Service, Lending

Compliance Perspectives: A Monthly Update

Presented by Photo of Carl Pry Carl Pry
This event was recorded on Monday, October 31st, 2016.

A monthly webinar series to help you keep up with changes and deadlines in the compliance area in a quick and easy format.

Related Topics: Compliance

The Efficient & Effective Branch Manager

Presented by Photo of Honey Shelton Honey Shelton
This event was recorded on Thursday, October 27th, 2016.

A one-hour webinar focused on elevating your effectiveness as a leader. The smooth and consistent operation of yo... More →

Related Topics: Customer Service, Operations, Human Resources

Regulation E and Debit Card Error Resolution

Presented by Photo of Gaye DeCesare Gaye DeCesare
This event was recorded on Wednesday, October 26th, 2016.

This session will include an overview of the requirements, with special emphasis on the error resolution process.

Related Topics: Compliance, Operations

Auditing for TRID Compliance

Presented by Photo of Kristen Tatlock Kristen Tatlock
This event was recorded on Wednesday, October 19th, 2016.

During this session, we’ll talk about what credit unions should look for as you do a TRID compliance review to evaluate your credit union’s good faith efforts for due diligence.

Related Topics: Compliance, Operations, Lending

10 Key Criteria Loan Officers Should Focus On

Presented by Photo of Bruce Hull Bruce Hull
This event was recorded on Monday, October 17th, 2016.

This session will discuss 10 key criteria that loan officers need to focus on to ensure that production... More →

Related Topics: Compliance, Lending

10 Lessons Learned When Your Member Dies

Presented by Photo of Deborah Crawford 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: IRA, Customer Service, Operations, Teller

Compliance Rules for Lenders

Presented by Photo of Susan Costonis Susan Costonis
This event was recorded on Thursday, October 6th, 2016.

This session will cover key lending compliance regulations (highlights of the Equal Credit Opportunity Act, HMDA, Flood, RESPA, Truth in Lending, and Fair Credit... More →

Related Topics: Compliance, Operations, Lending

Call Center Representative Training

Presented by Photo of J.T. Turner J.T. Turner
This event was recorded on Thursday, September 29th, 2016.

This webinar will focus on the customer service aspects of Call Centers.

Related Topics: Customer Service

Compliance Perspectives: A Monthly Update

Presented by Photo of Carl Pry Carl Pry
This event was recorded on Thursday, September 22nd, 2016.

A monthly webinar series to help you keep up with changes and deadlines in the compliance area in a quick and easy format.

Related Topics: Compliance

7 Habits of Highly Successful Sales Staff

Presented by Photo of Jack Kasel Jack Kasel
This event was recorded on Monday, September 19th, 2016.

This powerful webinar will share the proven best practices of top producers so you can teach and coach your team to help them become more effective and reach the... More →

Related Topics: Sales

Critical Issues on Share Accounts: The Share Account Interview for Business Entities

Presented by Photo of Deborah Crawford 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 "howMore →

Related Topics: Customer Service, Operations, Teller

Advanced Underwriting Skills for Consumer Loans

Presented by Photo of Bruce Hull Bruce Hull
This event was recorded on Monday, September 12th, 2016.

Credit unions ne... More →

Related Topics: Lending

Commercial Loan Checklists

Presented by Photo of Anne Lolley Anne Lolley
This event was recorded on Wednesday, September 7th, 2016.

This program will guide bankers through compliance-related laws that apply to commercial loansMore →

Related Topics: Compliance, Operations, Lending

Compliance Perspectives: A Monthly Update

Presented by Photo of Carl Pry Carl Pry
This event was recorded on Thursday, August 25th, 2016.

A monthly webinar series to help you keep up with changes and deadlines in the compliance area in a quick and easy format.

Related Topics: Compliance

8 Keys to Teller Excellence

Presented by Photo of Janice Branch 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: Operations, Human Resources, Teller

Critical Issues on Closing Accounts

Presented by Photo of Deborah Crawford 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 th... More →

Related Topics: Customer Service, Operations, Teller

Best-Ever Compliance Checklist for Consumer Loans

Presented by Photo of Anne Lolley Anne Lolley
This event was recorded on Wednesday, August 10th, 2016.

In this webinar, Anne Lolley will once again offer her colorful and easy-to-use checklists to credit unions. The checklists are designed to chronologically lead lenders and processors through the v... More →

Related Topics: Compliance, Operations, Lending

Alert! Implementing New Customer Due Diligence Rules: Part Two - Consumers

Presented by Photo of Deborah Crawford Deborah Crawford
This event was recorded on Friday, August 5th, 2016.

Learn about the three elements that apply to consumer accounts and how to&nb... More →

Related Topics: Customer Service, Operations, Teller

Compliance Perspectives: A Monthly Update

Presented by Photo of Carl Pry Carl Pry
This event was recorded on Thursday, July 28th, 2016.

A monthly webinar series to help you keep up with changes and deadlines in the compliance area in a quick and easy format.

Related Topics: Compliance

Electronic Transactions - SWIFT Breaches Highlight Growing Wire Fraud

Presented by Photo of Jon Waldman Jon Waldman
This event was recorded on Thursday, July 28th, 2016.

In this hot topic webinar, we will provide background on the SWIFT losses, explore how these fraud schem... More →

Related Topics: Compliance, Security, Risk Management

Regulation CC: Update and Review

Presented by Photo of Deborah Crawford 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? Ho... More →

Related Topics: Customer Service, Operations, Teller

Critical issues on Opening Share Accounts: Identifying Your Member

Presented by Photo of Deborah Crawford Deborah Crawford
This event was recorded on Thursday, July 14th, 2016.

In this program, we will look at More →

Related Topics: Customer Service, Operations, Teller

Ransomware Spurs New Guidance

Presented by Photo of Dr. Kevin Streff Dr. Kevin Streff
This event was recorded on Thursday, July 7th, 2016.

In this presentation, we will demonstrate the impact of ransomware, review recent guidance, and explore ... More →

Related Topics: Compliance, Security, Risk Management

Compliance Perspectives: A Monthly Update

Presented by Photo of Carl Pry Carl Pry
This event was recorded on Thursday, June 30th, 2016.

A monthly webinar series to help you keep up with changes and deadlines in the compliance area in a quick and easy format.

Related Topics: Compliance

ALERT! New Customer Due Diligence Rules: Part One Legal Entity Customers

Presented by Photo of Deborah Crawford 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 w... More →

Related Topics: Customer Service, Operations, Teller

New FFIEC Management Guidance

Presented by Photo of Dr. Kevin Streff Dr. Kevin Streff
This event was recorded on Wednesday, June 15th, 2016.

This presentation will address: Newly Integrated Cybersecurity Expectations, Clarification around Chief ... More →

Related Topics: Compliance, Security, Risk Management

10 Critical Issues on Opening Accounts for Limited Liability Companies

Presented by Photo of Deborah Crawford 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: Customer Service, Operations, Teller

Onboarding Your New Hire

Presented by Photo of Zack Merrill 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 th... More →

Related Topics: Customer Service, Human Resources, Teller

Cybersecurity Exams

Presented by Photo of Dr. Kevin Streff Dr. Kevin Streff
This event was recorded on Wednesday, May 25th, 2016.

In this presentation, learn more about the NCUA’s expectations, the FFIEC Cybersecurity Assessment Guidance, and how to effective implement the assessment and mi... More →

Related Topics: Compliance, Security, Risk Management

Are They Really a Prospect?

Presented by Photo of Jack Kasel Jack Kasel
This event was recorded on Monday, May 9th, 2016.

This webinar will help you become more effective at the early steps in the sales process so you can shorten the sales cycle, eliminate stalls and "think it overs... More →

Related Topics: Sales

10 Critical Issues on Opening Formal and Informal Trust Accounts

Presented by Photo of Deborah Crawford 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: Customer Service, Operations, Teller

Motivating & Managing the Front Line

Presented by Photo of Honey Shelton 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 mot... More →

Related Topics: Customer Service, Human Resources, Teller

Credit Reports and Credit Scores

Presented by Photo of J.T. Turner J.T. Turner
This event was recorded on Monday, April 18th, 2016.

Reports and Scores have become the key factor in the majority of loan decisions. Properly reading the I... More →

Related Topics: Operations, Lending

Key Monitoring and Underwriting Criteria for Business Loans

Presented by Photo of Bruce Hull Bruce Hull
This event was recorded on Tuesday, April 12th, 2016.

Ensuring that business loans are adequately decisioned at the “front-end” of the business loan process and adequately being monitored after business loans are gr... More →

Related Topics: Lending

Critical Issues on Opening Nonresident Alien Accounts: W-8BEN, CIP and CDD

Presented by Photo of Deborah Crawford Deborah Crawford
This event was recorded on Tuesday, April 5th, 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 an... More →

Related Topics: Customer Service, Operations, Teller

TRID Document Review

Presented by Photo of J.T. Turner J.T. Turner
This event was recorded on Thursday, March 31st, 2016.

The Tila-Respa Integrated Disclosure (TRID),was placed in action this past October. The new disclosures... More →

Related Topics: Operations, Lending

Deliver the WOW to Your Member

Presented by Photo of Janice Branch Janice Branch
This event was recorded on Thursday, March 24th, 2016.

This webinar is meant to help you learn and apply skills and techniques that will bring you and the member high satisfaction.... More →

Related Topics: Customer Service, Sales, Teller

Compliance Perspectives: A Monthly Update

Presented by Photo of Carl Pry Carl Pry
This event was recorded on Thursday, March 24th, 2016.

A monthly webinar series to help you keep up with changes and deadlines in the compliance area in a quick and easy format.

Related Topics: Compliance

Advanced Underwriting Skills for Consumer Loans

Presented by Photo of Bruce Hull Bruce Hull
This event was recorded on Tuesday, March 8th, 2016.

Credit unions ne... More →

Related Topics: Lending

10 Critical Issues on Handling Power of Attorney Documents

Presented by Photo of Deborah Crawford Deborah Crawford
This event was recorded on Tuesday, February 23rd, 2016.

This program will look at power of attorney "critical issues" and how to prevent your institution from making costly mistakes in handling these high risk documen... More →

Related Topics: Customer Service, Operations, Teller

Branch Manager Best Practices

Presented by Photo of Honey Shelton Honey Shelton
This event was recorded on Wednesday, February 17th, 2016.

A one-hour webinar focused on elevating your effectiveness as a leader. The smooth and consistent operation of yo... More →

Related Topics: Customer Service, Human Resources, Operations

IRA Distributions: Premature and Normal

Presented by Photo of Christy Crawford Christy Crawford
This event was recorded on Thursday, February 11th, 2016.

In this IRA webinar, we will work on the distribution side of the IRA. You will learn various distributions from the IRA, from premature to normal distributions ... More →

Related Topics: IRA, Operations, Teller

Advanced Collection Techniques That Reduce Delinquency & Loss

Presented by Photo of Bruce Hull Bruce Hull
This event was recorded on Wednesday, February 3rd, 2016.

How can we proactively find ways to collect delinquent accounts, retain the loyalty of the borrowers and minimize losses? Join us for a discussion of advanced co... More →

Related Topics: Compliance, Customer Service, Lending

IRA Basics

Presented by Photo of Christy Crawford Christy Crawford
This event was recorded on Thursday, January 28th, 2016.

If you have just started with IRAs or want a good review of IRA fundamentals, this is the program for you.

Related Topics: IRA, Operations, Teller

10 Critical Issues for Social Security Representative Payee Accounts

Presented by Photo of Deborah Crawford Deborah Crawford
This event was recorded on Wednesday, January 27th, 2016.

This program will discuss the opening of new account for social security representative payees.

Related Topics: Customer Service, Operations, Teller

Understanding CCC Loans for Ag Lenders

Presented by Photo of Paul Gorman Paul Gorman
This event was recorded on Wednesday, January 13th, 2016.

Now that crop prices are much lower, farmers are again storing more grain and relying on CCC loans to provide temporary funds until they sell grain months later.... More →

Related Topics: Lending, Teller

Developments in Federal Wage and Hour Law

Presented by Photo of Geoff Lacy Geoff Lacy
This event was recorded on Wednesday, December 16th, 2015.

During this program we will discuss: proposed DOL regulations, exemptions from overtime, recent court decisions applying these rules and more!

Related Topics: Human Resources

Opening Business Accounts - The Big Four

Presented by Photo of Deborah Crawford Deborah Crawford
This event was recorded on Wednesday, December 9th, 2015.

Opening business accounts starts with the big four: Sole Proprietorships, Partnerships, Limited Liability Companies and Corporations. During this program, you will learn how to set-up account car... More →

Related Topics: Compliance, Customer Service, Operations, Lending, Teller

Lending Compliance 101

Presented by Photo of Anne Lolley Anne Lolley
This event was recorded on Thursday, December 3rd, 2015.

In this unique one-hour webinar, Anne Lolley will provide an easy-to-understand overview of the federal compliance laws. Credit unions will find this is a great training webinar for newer lenders a... More →

Related Topics: Compliance, Operations, Lending

How to Sell in Any Banking Market

Presented by Photo of Jack Kasel Jack Kasel
This event was recorded on Monday, November 16th, 2015.

Gain a strong, healthy perspective and provide a process for selling - regardless of the market.

Related Topics: Sales

Common Business Entities - What You Need to Know

Presented by Photo of Anne Lolley Anne Lolley
This event was recorded on Monday, November 9th, 2015.

In this one-hour webinar Anne will address the most common business entities and provide viewe... More →

Related Topics: Compliance, Operations, Lending

Secured Transactions - The Article 9 Rules

Presented by Photo of Anne Lolley Anne Lolley
This event was recorded on Wednesday, October 28th, 2015.

When a lender secures a loan with personal property, he or she must comply with the Article 9 ... More →

Related Topics: Compliance, Operations, Lending

Understanding the Residential Mortgage Application

Presented by Photo of J.T. Turner J.T. Turner
This event was recorded on Wednesday, October 21st, 2015.

This class will give a clear and in depth look at the key document in the Mortgage Lending process, including a line by line review and full explanation of all s... More →

Related Topics: Operations, Lending

7 Habits of Highly Effective Banking Sales Teams

Presented by Photo of Jack Kasel Jack Kasel
This event was recorded on Monday, October 19th, 2015.

This powerful webinar will teach specific and proven best practices that your team can implement immediately.

Related Topics: Sales

10 Lessons Learned When Your Member Dies

Presented by Photo of Deborah Crawford Deborah Crawford
This event was recorded on Wednesday, October 14th, 2015.

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

Your member passed away yesterday and the famil... More →

Related Topics: Compliance, IRA, Customer Service, Operations, Human Resources, Teller

Optimizing Your Loan Review Process

Presented by Photo of Ancin Cooley Ancin Cooley
This event was recorded on Thursday, October 8th, 2015.

Loan review is a key component to your Credit Union's credit risk management program and should serve as an early warning system. Although, ... More →

Related Topics: Operations, Lending, Risk Management

Stress Testing 101

Presented by Photo of Ancin Cooley Ancin Cooley
This event was recorded on Monday, October 5th, 2015.

As regulators place greater emphasis on risk management frameworks and overall corporate governance, proactive credit union leaders should employ stress testing methods to evaluate the impact of ke... More →

Related Topics: Operations, Lending, Risk Management

Best-Ever Compliance Checklist for Consumer Loans

Presented by Photo of Anne Lolley Anne Lolley
This event was recorded on Thursday, October 1st, 2015.

In this webinar, Anne Lolley will once again offer her colorful and easy-to-use checklists to credit unions.   This latest version includes the integrated disclosure requirements.More →

Related Topics: Compliance, Operations, Lending

Flood Insurance Requirements

Presented by Photo of Anne Lolley Anne Lolley
This event was recorded on Monday, September 28th, 2015.

In this one-hour webinar, Anne Lolley will guide lenders and processors through the ma... More →

Related Topics: Compliance, Operations, Lending

Annual BSA Training for the Frontline

Presented by Photo of Deborah Crawford Deborah Crawford
This event was recorded on Wednesday, September 16th, 2015.

The Bank Secrecy Act requires training on three key issues: your policy, the regulation and job specific training. This webinar reviews all the basic regulatory and job specific training for the fr... More →

Related Topics: Compliance, Security, Operations, Risk Management

For Salespeople: Avoid the Big Mistakes and Get Commitment

Presented by Photo of Jack Kasel Jack Kasel
This event was recorded on Monday, September 14th, 2015.

More →

Related Topics: Sales

Vital Check Issues: 25 Questions and Answers

Presented by Photo of Deborah Crawford Deborah Crawford
This event was recorded on Thursday, September 10th, 2015.

25 Commonly Asked Check Questions: Legal, Procedural and Ownership Issues

Related Topics: Compliance, Customer Service, Operations, Teller

Appraisals 101: The Sales Comparison Approach

Presented by Photo of J.T. Turner J.T. Turner
This event was recorded on Tuesday, August 25th, 2015.

This webinar will introduce the basics of this method of valuation, so lending staff can make ... More →

Related Topics: Lending

Smart Social Media

Presented by Photo of J.T. Turner J.T. Turner
This event was recorded on Monday, August 24th, 2015.

With the explosion of the use of social media, a lending institution must take two critical steps. The smart and reactive use of social media, and the establishment of a social media policies for t... More →

Related Topics: Customer Service, Sales, Human Resources

Opening Trust, Estate and Fiduciary Accounts

Presented by Photo of Deborah Crawford Deborah Crawford
This event was recorded on Tuesday, August 11th, 2015.

Many accountholders use trusts to plan for their estate, family, taxes, etc. When opening these special accounts, you need to know about proper documentation, CIP, and signature card responsibilit... More →

Related Topics: Operations, Lending, Human Resources, Teller

Do's and Don'ts on Checks

Presented by Photo of Deborah Crawford Deborah Crawford
This event was recorded on Wednesday, August 5th, 2015.

These simple do’s and don’ts will keep your financial institution from losing money and creating chaos in the back office. Learn the safe way to handle checks and be sure that you and your financia... More →

Related Topics: Operations, Teller, Customer Service, Human Resources, Teller

Home Equity Lines of Credit

Presented by Photo of J.T. Turner J.T. Turner
This event was recorded on Thursday, July 30th, 2015.

With the real estate market changing, the ability to offer a full menu of products is more critical than ever. This class will look at Home Equity Lines of Credit, giving an excellent overview of b... More →

Related Topics: Customer Service, Sales, Lending, Teller

IRA Products

Presented by Photo of Christy Crawford Christy Crawford
This event was recorded on Monday, July 20th, 2015.

This basic IRA webinar is designed for those new to IRAs or is a great review for those who have been in the business for a while.

Related Topics: IRA

Opening Accounts for Nonresident Aliens: W-8BEN, W-8BEN E and Due Diligence Rules

Presented by Photo of Deborah Crawford Deborah Crawford
This event was recorded on Thursday, July 9th, 2015.

This session will address the following questions about procedures and your financial institution: What does the law say about identifying nonresident aliens? What type of identification is being u... More →

Related Topics: Teller, Customer Service, Operations, Teller

Analyzing Sole Proprietorships and One-Member LLC's

Presented by Photo of Vin DiCara Vin DiCara
This event was recorded on Tuesday, June 23rd, 2015.

Sole proprietorships and one-member limited liability companies (LLC's) are different in some respects, but very similar in others. Even though one-member LLC's provide some protection through the ... More →

Related Topics: Operations, Lending, Risk Management

New Share Member Account Interview - CIP, CDD and Legal Issues

Presented by Photo of Deborah Crawford Deborah Crawford
This event was recorded on Wednesday, June 10th, 2015.

The New Member Interview is the frontline security against fraud, money laundering and illegal activity at your financial institution. This program builds the compliance tasks, worksheets and requi... More →

Related Topics: Operations, Customer Service, Sales, Teller, Operations, Human Resources, Operations, Teller

Handling Powers of Attorney

Presented by Photo of Deborah Crawford Deborah Crawford
This event was recorded on Thursday, June 4th, 2015.

Today, someone you have never met walks in with a power of attorney and demands to be added to your accountholder's accounts--an accountholder with hundreds of thousands of dollars with your credit... More →

Related Topics: Customer Service, Operations, Teller, Operations, Human Resources, Teller

Digital Signatures & E-mail Encryption: Keeping Your Institution Safe and Compliant

Presented by Photo of Neal Doshi Neal Doshi
This event was recorded on Wednesday, May 20th, 2015.

Financial institutions are more concerned than ever with meeting compliance requirements with current and future consumer protection regulations. Email encryption and digital signatures are a part ... More →

Related Topics: Compliance, Security, Operations, Auditing, Human Resources, Risk Management

For Sales Managers: Why Aren't Your Bankers Selling?

Presented by Photo of Jack Kasel Jack Kasel
This event was recorded on Monday, May 11th, 2015.

This webinar will show you a unique process you can adopt immediately to get comfortable with how and when to ask your best clients for introductions.

Related Topics: Sales

Coaching Sticky Situations and Stinky People

Presented by Photo of Honey Shelton Honey Shelton
This event was recorded on Tuesday, May 5th, 2015.

Join Honey Shelton and learn about understanding motivation and take notes about coaching that works! This is empowering, practical and useful information that can reduce the stick and the stink!More →

Related Topics: Teller

Alert! FFIEC BSA/AML Exam Manual Changes

Presented by Photo of Deborah Crawford Deborah Crawford
This event was recorded on Tuesday, April 28th, 2015.

This program will cover the FFIEC BSA/AML Exam Manual changes for credit unions. We will look at the new verbiage and some new sections that may be important in the day to day running of your credi... More →

Related Topics: Compliance, Operations

Repaying Loans: Cashflow, Collateral, & Personal Guarantees

Presented by Photo of Vin DiCara Vin DiCara
This event was recorded on Thursday, April 16th, 2015.

This program will explore these three means of getting repaid and identify the challenges that lenders face in each scenario.

Related Topics: Auditing, Lending, Risk Management

Mastering the Art of Cross Selling

Presented by Photo of Honey Shelton Honey Shelton
This event was recorded on Tuesday, March 24th, 2015.

Aimed at the frontline staff including tellers, members service representatives, call center personnel, account managers and branch managers, this program reminds participants how to excel at cross... More →

Related Topics: Teller

Cashflow Analysis

Presented by Photo of Vin DiCara Vin DiCara
This event was recorded on Wednesday, March 18th, 2015.

In order to be approved for a loan, businesses need to establish the ability to generate enough cashflow to service both existing and proposed debt. This seminar will examine cashflow&n... More →

Related Topics: Risk Management, Risk Management, Lending

For Salespeople: Grow Your Business with Introductions!

Presented by Photo of Jack Kasel Jack Kasel
This event was recorded on Monday, March 9th, 2015.

This webinar will show you a unique process you can adopt immediately to get comfortable with how and when to ask your best clients for introductions.

Related Topics: Sales

For Sales Managers: How to Hire Better Bankers Who Can Sell

Presented by Photo of Jack Kasel Jack Kasel
This event was recorded on Monday, February 9th, 2015.

A big problem many financial institutions have is finding bankers who are also sales people to be successful at their firm, this webinar will help.

Related Topics: Sales

2015 Credit Union Compliance Outlook: A Look Into My Crystal Ball

Presented by Photo of David Reed David Reed
This event was recorded on Wednesday, January 28th, 2015.

If you want to know the latest and greatest IRA changes, this annual update is a "must" attend.

Related Topics: Compliance, Operations, Auditing, Lending

7 Habits of Supervisor Success

Presented by Photo of Honey Shelton Honey Shelton
This event was recorded on Tuesday, January 20th, 2015.

This program will ramp up your leadership skills and address critical supervisory issues necessary to becoming an extraordinary supervisor. A positive, real-world approach for delivering extraordin... More →

Related Topics: Operations, Human Resources, Teller

Appraisals and Evaluations - The Federal Guidelines

Presented by Photo of Anne Lolley Anne Lolley
This event was recorded on Monday, January 12th, 2015.

In this one-hour webinar, Anne Lolley will explain the interagency guidelines on appraisals and evaluations.

Related Topics: Compliance, Operations, Lending

Understanding the HMDA Requirements

Presented by Photo of Anne Lolley Anne Lolley
This event was recorded on Wednesday, December 10th, 2014.

Regardless of whether your credit union is very new to HMDA or HMDA-experienced, this straight-forward one-hour webinar will help you understand the HMDA requirements. We'll explain how to identify... More →

Related Topics: Compliance, Lending, Operations

What if Employee Engagement Actually Mattered

Presented by Photo of Broc Edwards Broc Edwards
This event was recorded on Thursday, December 4th, 2014.

Does engagement matter? Absolutely. So, what do we need to do about it?

Related Topics: Human Resources

8-Step No Fail Phone Call Approach

Presented by Photo of Jack Kasel Jack Kasel
This event was recorded on Monday, November 10th, 2014.

This webinar will introduce you to a different way to schedule quality appointments.

Related Topics: Sales

Flood Insurance

Presented by Photo of Anne Lolley Anne Lolley
This event was recorded on Wednesday, October 22nd, 2014.

It is not uncommon for examiners to criticize credit unions for failing to comply with the flood insurance requirements. In this webinar, Anne will guide lenders and processors through the current ... More →

Related Topics: Compliance

Build a No-Excuses Sales Environment

Presented by Photo of Anthony Cole Anthony Cole
This event was recorded on Monday, October 6th, 2014.

Participate in this webinar if you need to drive more consistent sales growth.

Related Topics: Sales

Robbery Procedures, Counterfeit and Fraudulent Items: Program for Credit Unions

Presented by Photo of Christy Crawford Christy Crawford
This event was recorded on Wednesday, September 17th, 2014.

How can you keep your employees safe at your financial institution during a robbery? Well, first we need to try to prevent the robbery from happening. During this webinar, we will review the ABC’s of ... More →

Related Topics: Operations, Teller, Security

The Art & Science of Asking Questions

Presented by Photo of Walt Gerano Walt Gerano
This event was recorded on Monday, September 8th, 2014.

Understanding some of the simple rules and principles of asking questions provided in this session will help you prepare.

Related Topics: Sales

Lending 101

Presented by Photo of Anne Lolley Anne Lolley
This event was recorded on Thursday, August 28th, 2014.

In this webinar, Anne will gather, summarize and explain the various rules and regulations on consumer and commercial lending.

Related Topics: Lending

Coaching Employees Effectively

Presented by Photo of Honey Shelton Honey Shelton
This event was recorded on Tuesday, August 12th, 2014.

You will learn how to apply proven coaching techniques that motivate and maximize performance. You will be exposed to practical tools and best practices used as you come to understand and personall... More →

Related Topics: Human Resources

CTR: Line By Line

Presented by Photo of Deborah Crawford Deborah Crawford
This event was recorded on Thursday, August 7th, 2014.

Includes a CTR Handbook

This webinar will help you learn how to gather the information that you need in the CTR. We will also review the data fields and go over the CTR line by line so... More →

Related Topics: Security, Operations, Teller

Preventing Lending Compliance Mistakes For Credit Unions

Presented by Photo of Susan Costonis Susan Costonis
This event was recorded on Tuesday, July 29th, 2014.

The pace of changes in lending regulations is unprecedented. Do you know which regulations require annual training? Which regulations cause the most frequent problems in passing compliance exams? W... More →

Related Topics: Compliance, Operations, Lending

Head Teller Best Practices

Presented by Photo of Honey Shelton Honey Shelton
This event was recorded on Thursday, July 24th, 2014.

Everyday your credit union is on the stage. Without a doubt, the staff plays a lead role, up front and center. The teller, for example, interacts with the audience most vital to your credit union's... More →

Related Topics: Teller

Social Media - Meeting the New Regulatory Expectations

Presented by Photo of Tom  Hinkel Tom Hinkel
This event was recorded on Thursday, July 17th, 2014.

Regulators recognize credit unions' use of social media to attract and retain customers. Recently they have issued guidelines on how social medial should be managed. This session will discuss those... More →

Related Topics: Compliance, Risk Management, Operations, Security, Risk Management

Excel Made Clear: Introduction to Spreadsheets

Presented by Photo of David Ringstrom David Ringstrom
This event was recorded on Tuesday, June 3rd, 2014.

In this session Excel expert David Ringstrom helps beginners get up to speed in Microsoft Excel. However, even experienced Excel users will learn some new tricks, particularly when David discusses ... More →

Related Topics: Computer Skills

Identifying Your Member: Documents, ID and TIN Requirements

Presented by Photo of Deborah Crawford Deborah Crawford
This event was recorded on Monday, May 19th, 2014.

Your member brings identification in to open an account or cash a check. In this program you will learn about the federal requirements and some security procedures on all types of identification. T... More →

Related Topics: Operations, Operations, Operations

For Sales Leaders: Motivate Your Sales Team

Presented by Photo of Anthony Cole Anthony Cole
This event was recorded on Monday, May 12th, 2014.

One of the most challenging aspects of every sales manager's job is determining what motivates their sales people to drive to their next level of achievement.

Related Topics: Sales

Vendor Management Best Practices: How to Address the New Challenges & Increased Regulatory Scrutiny

Presented by Photo of Tom  Hinkel Tom Hinkel
This event was recorded on Tuesday, April 22nd, 2014.

All FFIEC regulatory updates issued in the last two years either directly or indirectly relate to vendor management and outsourcing.

Related Topics: Customer Service, Compliance

CFPB's Enforcement of the Equal Credit Opportunity Act

Presented by Photo of Robert Rutkowski Robert Rutkowski
This event was recorded on Tuesday, April 8th, 2014.

The Consumer Financial Protection Board (CFPB) has made enforcing the Equal Credit Opportunity Act (ECOA) a top priority. This webinar will focus on the elements of an ECOA violation from the CFP... More →

Related Topics: Operations, Auditing, Lending, Risk Management, Compliance

Opening Business Accounts for Credit Unions

Presented by Photo of Deborah Crawford Deborah Crawford
This event was recorded on Wednesday, April 2nd, 2014.

There are many types of business accounts with many different ways to do business in banking today. It can be challenging to determine who is authorized to open, close and transact business when d... More →

Related Topics: Lending, Compliance

IRA Distributions

Presented by Photo of Patrice Konarik Patrice Konarik
This event was recorded on Thursday, March 27th, 2014.

I thought I knew the answer! Whether you are an IRA "rookie" or an IRA "pro", you know you have probably had this feeling many times! Oh, that helpless feeling we get when a member asks us an... More →

Related Topics: Operations, IRA, IRA

IRA Transfers and Rollovers - What's the Difference?

Presented by Photo of Patrice Konarik Patrice Konarik
This event was recorded on Thursday, March 13th, 2014.

HUGE Difference!! One of the most incorrectly reported transactions is the movement of funds from a Qualified Employer Plan to an IRA and from an IRA to an IRA. The result is the IRA members gett... More →

Related Topics: Auditing, Operations, IRA

Annual Share Compliance Training for the Frontline: Reg C, Reg E, Reg CC and TISA

Presented by Photo of Deborah Crawford Deborah Crawford
This event was recorded on Wednesday, March 12th, 2014.

Is your frontline a compliance asset or liability? Let's make them a compliance asset. This regulatory review completes your credit union's annual training requirements. It also helps the frontline... More →

Related Topics: Operations

Traditional and Roth IRA's

Presented by Photo of Patrice Konarik Patrice Konarik
This event was recorded on Friday, March 7th, 2014.

You have finally received the promotion you've been dreaming about - IRA Coordinator! Now what do you do? Were you able to get even a little bit of training before the last Guru left the credit uni... More →

Related Topics: Operations, IRA

Understanding Account Cards, Agreements and Change Cards

Presented by Photo of Deborah Crawford Deborah Crawford
This event was recorded on Monday, February 24th, 2014.

Sometimes the simplest error or typo can create legal ownership, insurance and access issues for your accountholder. If you do not sign the signature card on a joint account, it is not insured by ... More →

Related Topics: Operations

IRA Update

Presented by Photo of Patrice Konarik Patrice Konarik
This event was recorded on Monday, February 10th, 2014.

It's a new year and changes to IRAs are inevitable. Just when we get comfortable with the "old" rules, Congress throws us a curve. If you want to get updated on the most recent changes to IRAs, t... More →

Related Topics: Operations, IRA

Opening Accounts for Minor Members

Presented by Photo of Deborah Crawford Deborah Crawford
This event was recorded on Tuesday, December 10th, 2013.

We love our minor members and yet...it is sometimes hard to know what we can do and what we can't do for those who are under age at our credit union. It is always disturbing when minors have autho... More →

Related Topics: Compliance, Operations, Teller

How to Build a Personal & Business Work Plan

Presented by Photo of Walt Gerano Walt Gerano
This event was recorded on Monday, December 9th, 2013.

This one-hour webinar will help sales managers develop the critical skills needed to recruit, manage and motivate your sales force to increased levels of performance.

Related Topics: Sales

For Sales Leaders: Precision Coaching

Presented by Photo of Walt Gerano Walt Gerano
This event was recorded on Monday, November 4th, 2013.

Walt Gerano will help participants understand the fundamental shift in thinking that must occur to earn the followership of your team.

Related Topics: Sales

Membership, Ownership and Access: Account Cards and Agreements

Presented by Photo of Deborah Crawford Deborah Crawford
This event was recorded on Wednesday, October 30th, 2013.

Sometimes the simplest error or typo can create legal ownership, insurance and access issues for your accountholder. If you do not sign the signature card on a joint account, it is not insured by ... More →

Related Topics: Compliance, Operations, Lending

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Total Training Solutions
Waunakee, Wisconsin 53597
phone: 800.831.0678
fax: 800.831.3776
email: info@ttstrain.com

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