All Upcoming Events for CUWebinars

Closing Accounts

Presented by Photo of Deborah Crawford Deborah Crawford
Thursday, April 26th, 2018 - 10:00 am Central Time Zone

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

Related Topics: Deposit Accounts, Risk Management/Legal

ACH Origination

Presented by Photo of Kate Cole Kate Cole
Friday, April 27th, 2018 - 10:00 am Central Time Zone

Learn how to decipher the SEC codes, how the products work and what your warranties are.

Related Topics: Compliance, Risk Management/Legal

Advertising Loans – Compliance Issues and Common Pitfalls

Presented by Photo of Kristen Tatlock Kristen Tatlock
Wednesday, May 2nd, 2018 - 10:00 am Central Time Zone

This program will discuss the regulatory requirements for advertising loan products, some points to consider in developing a compliant marketing program and some common mistakes lenders make w... More →

Related Topics: Compliance, Lending

CRE Appraisals: Appraisal Components, Approaches to Value and Cap Rates

Presented by Photo of Richard Hamm Richard Hamm
Thursday, May 3rd, 2018 - 1:30 pm Central Time Zone

This webinar covers the fundamental principles and features of CRE appraisals.

Related Topics: Lending

Excel Made Clear: Introduction to Spreadsheets

Presented by Photo of David Ringstrom David Ringstrom
Friday, May 4th, 2018 - 10:00 am Central Time Zone

Join a walk through of the basics of Excel spreadsheets, providing the knowledge you need to create functional spreadsheets and manipulate large lists of data.

Related Topics: Computer Skills

Federal Compliance School OnDemand with Live Streaming

Presented by Photo of Carl Pry Carl Pry
Tuesday, May 8th, 2018 - 8:00 am Central Time Zone

Attend this Federal Compliance School via Live Streaming Video!

Related Topics: Compliance

10 Hotspots for BSA Examinations

Presented by Photo of Deborah Crawford Deborah Crawford
Thursday, May 10th, 2018 - 10:00 am Central Time Zone

This program will move through some of the “hot spots” for BSA this year and help you stay in the clear of traps from the examination process.

Related Topics: Compliance, BSA

Basic Underwriting Skills for Consumer Loans

Presented by Photo of Bruce Hull Bruce Hull
Wednesday, May 16th, 2018 - 10:00 am Central Time Zone

Join a discussion on the concepts and knowledge needed to underwrite and decision loans and other forms of credit.

Related Topics: Compliance, Lending, Risk Management/Legal

Creating the Right Enterprise Risk Management (ERM) Program for YOUR Credit Union

Presented by Photo of Marci Malzahn Marci Malzahn
Thursday, May 17th, 2018 - 1:30 pm Central Time Zone

This webinar will assist attendees in creating your first ERM Program OR ensuring that your current program is complete.

Related Topics: Compliance, Risk Management/Legal

Health Savings Accounts: It’s time to pay attention!

Presented by Photo of Patrice Konarik Patrice Konarik
Wednesday, May 23rd, 2018 - 10:00 am Central Time Zone

This webinar will assist you in setting up HSA accounts correctly and perform the proper maintenance and reporting.

Related Topics: Deposit Accounts

Opening Accounts for Minor Members

Presented by Photo of Deborah Crawford Deborah Crawford
Thursday, May 24th, 2018 - 10:00 am Central Time Zone

This program will outline how to open accounts for minor members.

Related Topics: Deposit Accounts

Ransomware Expands

Presented by Photo of Chad Knutson Chad Knutson
Friday, May 25th, 2018 - 10:00 am Central Time Zone

Join us to review best practices for defense, recap the statistics related to ransomware and learn how to prepare for this growing threat.

Related Topics: Risk Management/Legal

Motivating & Managing the Frontline

Presented by Photo of Janice Branch Janice Branch
Thursday, May 31st, 2018 - 1:30 pm Central Time Zone

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... More →

Related Topics: Human Resources, Management/Employee Development

Introduction to ACH

Presented by Photo of Kate Cole Kate Cole
Tuesday, June 5th, 2018 - 10:00 am Central Time Zone

Attend this webinar to understand who the participants are in ACH and what their warrantees are.

Related Topics: Compliance, Risk Management/Legal

Advanced Underwriting Skills for Consumer Loans

Presented by Photo of Bruce Hull Bruce Hull
Wednesday, June 6th, 2018 - 10:00 am Central Time Zone

Attend a discussion on the tools and methodologies of advanced collection techniques.

Related Topics: Compliance, Lending

Vital Check and Deposit Issues

Presented by Photo of Deborah Crawford Deborah Crawford
Thursday, June 7th, 2018 - 10:00 am Central Time Zone

This program will discuss the 10 Simple Rules to Handle Checks that can save you worry, litigation and money.

Related Topics: Customer Service, Deposit Accounts, Risk Management/Legal

Viewing the World Through a UDAAP Lens

Presented by Photo of Gaye DeCesare Gaye DeCesare
Wednesday, June 13th, 2018 - 10:00 am Central Time Zone

This session will cover UDAAP definitions and CFPB enforcement actions, as well as things to consider as you review your credit union's advertisements, products, services, and actions through a UDA... More →

Related Topics: Compliance, Risk Management/Legal

Cash Management: How Sales, Operations, and Technology Can Work Together to Generate More Fee Income

Presented by Photo of Marci Malzahn Marci Malzahn
Thursday, June 14th, 2018 - 1:30 pm Central Time Zone

This webinar will deepen your understanding of Cash Management products and services available in the marketplace, identify products and services your credit union currently offers and what you're ... More →

Related Topics: Operations, Risk Management/Legal

Opening Accounts for Social Security Representative Payees

Presented by Photo of Deborah Crawford Deborah Crawford
Wednesday, June 20th, 2018 - 10:00 am Central Time Zone

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

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

20 Legal Account Ownerships, Titles, Sample Signature Cards and Legal Documentation

Presented by Photo of Deborah Crawford Deborah Crawford
Thursday, June 21st, 2018 - 10:00 am Central Time Zone

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: Deposit Accounts, Risk Management/Legal

Conducting a Compliance Audit/Review

Presented by Photo of Kristen Tatlock Kristen Tatlock
Wednesday, July 11th, 2018 - 10:00 am Central Time Zone

This webinar will provide an overview of the tools and resources available for conducting a compliance review as well as areas to review and questions to ask.

Related Topics: Compliance, Risk Management/Legal

Setoff

Presented by Photo of Terri D. Thomas Terri D. Thomas
Tuesday, July 17th, 2018 - 1:30 pm Central Time Zone

Learn the legal requirements and procedures necessary to use the Right of Setoff process.

Related Topics: Risk Management/Legal

ACH Exception Processing

Presented by Photo of Kate Cole Kate Cole
Wednesday, July 25th, 2018 - 10:00 am Central Time Zone

This webinar will discuss the timeline for handling different exceptions as well as reinitiated entries rules and the return rate reporting that ODFI's are required to do.

Related Topics: Compliance, Risk Management/Legal

BSA Emerging Issues 2018

Presented by Photo of Deborah Crawford Deborah Crawford
Thursday, July 26th, 2018 - 10:00 am Central Time Zone

2018 brings new and emerging BSA issues to the forefront for examinations.

Related Topics: Compliance, BSA

Mastering the FFIEC Cybersecurity Assessment Tool

Presented by Photo of Jon Waldman Jon Waldman
Thursday, August 2nd, 2018 - 10:00 am Central Time Zone

This session will review the expectations established within the FFIEC CAT, review how the assessment tool works, and provide answers and insight surrounding issues that have surfaced.

Related Topics: Risk Management/Legal

Excel Made Clear: Building Error-Proof Spreadsheets

Presented by Photo of David Ringstrom David Ringstrom
Wednesday, August 8th, 2018 - 1:30 pm Central Time Zone

Attend this webinar to learn tricks and techniques you can use to improve the accuracy of your Excel spreadsheets.

Related Topics: Computer Skills

Regulation CC: Checks and Holds

Presented by Photo of Deborah Crawford Deborah Crawford
Thursday, August 9th, 2018 - 10:00 am Central Time Zone

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, Deposit Accounts, Risk Management/Legal

Garnishment of Federal Benefit Payments

Presented by Photo of Terri D. Thomas Terri D. Thomas
Thursday, August 16th, 2018 - 1:30 pm Central Time Zone

Learn the legal requirements and procedures necessary when processing garnishment and levy requests.

Related Topics: Risk Management/Legal

The 50 Most Important Safe Deposit Operating Issues

Presented by Photo of David P. McGuinn David P. McGuinn
Wednesday, August 22nd, 2018 - 10:00 am Central Time Zone

This seminar covers the nuts and bolts of Safe Deposit operations and the recommended day-to-day operating procedures for your institution.

Related Topics: Security, Operations, Risk Management/Legal

Notary Public

Presented by Photo of Terri D. Thomas Terri D. Thomas
Wednesday, September 5th, 2018 - 1:30 pm Central Time Zone

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

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

Subpoenas

Presented by Photo of Terri D. Thomas Terri D. Thomas
Tuesday, September 18th, 2018 - 1:30 pm Central Time Zone

Attend this webinar to learn the best practices of how to deal effectively with these subpoenas and the parties who serve them upon you.

Related Topics: Risk Management/Legal

Cybercrime and the Dark Web

Presented by Photo of Chad Knutson Chad Knutson
Thursday, September 27th, 2018 - 10:00 am Central Time Zone

This session will explore the types of cybercrime affecting financial intuitions and how to counter these risks

Related Topics: Risk Management/Legal

The ACH Audit

Presented by Photo of Kate Cole Kate Cole
Friday, September 28th, 2018 - 10:00 am Central Time Zone

Join a discussion on the areas of an ACH Audit, what you're looking for when completing it and how to avoid common mistakes and violations.

Related Topics: Compliance, Risk Management/Legal

Excel Made Clear: Pivot Table Techniques

Presented by Photo of David Ringstrom David Ringstrom
Tuesday, October 2nd, 2018 - 1:30 pm Central Time Zone

Attend this webinar to learn the basics of pivot tables including how to initiate a pivot table from a list of data, expand and collapse pivot table elements, dig deeper into the numbers with the R... More →

Related Topics: Computer Skills

Your Renter Dies, Who Can Access the Box Now?

Presented by Photo of David P. McGuinn David P. McGuinn
Wednesday, November 28th, 2018 - 10:00 am Central Time Zone

During this webinar you will receive current information about all of these issues and an in-depth explanation about how they impact on your financial institution and your safe deposit box renters.... More →

Related Topics: Security, Operations, Risk Management/Legal