All Upcoming Events for CUWebinars

Business, Industry and Management Risk Assessment

Presented by Photo of Tom Carlin Tom Carlin
Tuesday, January 22nd, 2019 - 10:00 am Central Time Zone

This course is designed help participants integrate the analysis of risks associated with the industry, business and management of the company into the overall credit underwriting process.

Related Topics: Lending, Risk Management/Legal

IRA Annual Update

Presented by Photo of Patrice Konarik Patrice Konarik
Wednesday, January 23rd, 2019 - 1:30 pm Central Time Zone

If you want to get updated on the most recent changes to IRAs, this Webinar is for you.

Related Topics: IRAs

8 Keys to Teller Excellence

Presented by Photo of Janice Branch Janice Branch
Tuesday, January 29th, 2019 - 1:30 pm Central Time Zone

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

Related Topics: Sales, Management/Employee Development

Developing a Strong Enterprise-Wide Risk Assessment for Your ERM Program

Presented by Photo of Marci Malzahn Marci Malzahn
Wednesday, January 30th, 2019 - 1:30 pm Central Time Zone

This webinar will take you through a step-by-step process to develop Risk Assessments to address key areas of your credit union.

Related Topics: Operations, Risk Management/Legal

Poor Box Drilling Procedures Create Lawsuits

Presented by Photo of David P. McGuinn David P. McGuinn
Wednesday, February 6th, 2019 - 10:00 am Central Time Zone

Receive current information, step by step procedures and an in-depth explanation about how to handle safe deposit drilling procedures.

Related Topics: Risk Management/Legal

Now You're the New Supervisor

Presented by Photo of Honey Shelton Honey Shelton
Thursday, February 7th, 2019 - 1:30 pm Central Time Zone

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

Related Topics: Sales, Management/Employee Development

Health Savings Accounts

Presented by Photo of Patrice Konarik Patrice Konarik
Friday, February 8th, 2019 - 10:00 am Central Time Zone

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

Related Topics: IRAs

Analyzing the Balance Sheet and Income Statement

Presented by Photo of Tom Carlin Tom Carlin
Tuesday, February 12th, 2019 - 10:00 am Central Time Zone

The principal goal of this course is to enable you to analyze the balance sheet and income statement.

Related Topics: Lending

Fair Lending for the Frontline Staff

Presented by Photo of Gaye DeCesare Gaye DeCesare
Wednesday, February 13th, 2019 - 10:00 am Central Time Zone

This session covers the regulations that deal with fair lending - Regulation B, Regulation C, and the Fair Housing Act - as well as "best practices" highlighted by the NCUA.

Related Topics: Compliance

ACH Rule Changes: What’s New in 2019

Presented by Photo of Kate Cole Kate Cole
Friday, February 15th, 2019 - 10:00 am Central Time Zone

It may seem that ACH Rule changes were a bit stagnate for a few years, but there are more coming and not just for Same Day ACH.

Related Topics: Compliance, Risk Management/Legal

BSA Emerging Issues 2019

Presented by Photo of Deborah Crawford Deborah Crawford
Wednesday, February 20th, 2019 - 10:00 am Central Time Zone

From Risk Assessments to CTRs, this webinar will cover the BSA key components that are emerging as issues this year.

Related Topics: Compliance, Deposit Accounts

Strategic Planning for Credit Unions - It's All About Your Strategy

Presented by Photo of Marci Malzahn Marci Malzahn
Thursday, February 21st, 2019 - 1:30 pm Central Time Zone

What is your vision for the future of your credit union?

Related Topics: Operations, Risk Management/Legal

Managing a Successful Call Center

Presented by Photo of Janice Branch Janice Branch
Tuesday, February 26th, 2019 - 10:00 am Central Time Zone

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

Handling Power of Attorney Documents on New Accounts

Presented by Photo of Deborah Crawford Deborah Crawford
Thursday, February 28th, 2019 - 10:00 am Central Time Zone

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, Deposit Accounts, Risk Management/Legal

Robbery Prevention & Response

Presented by Photo of Carol Dodgen Carol Dodgen
Tuesday, March 5th, 2019 - 10:00 am Central Time Zone

In this session, we will discuss methods of robbery prevention, including policies, physical security and robbery response.

Related Topics: Risk Management/Legal

Introduction to ACH

Presented by Photo of Kate Cole Kate Cole
Wednesday, March 6th, 2019 - 10:00 am Central Time Zone

This is an excellent class for new operations staff and others in the bank that just want to understand ACH.

Related Topics: Compliance, Risk Management/Legal

Motivating & Managing the Frontline

Presented by Photo of Janice Branch Janice Branch
Tuesday, March 12th, 2019 - 10:00 am 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: Management/Employee Development

Beginning Collection Techniques

Presented by Photo of Bruce Hull Bruce Hull
Wednesday, March 13th, 2019 - 10:00 am Central Time Zone

This webinar will discuss the knowledge, skills, tools, and techniques needed for beginning collectors/officers.

Related Topics: Compliance, Lending, Risk Management/Legal

Annual BSA Officer and Staff Training 2019

Presented by Photo of Deborah Crawford Deborah Crawford
Thursday, March 14th, 2019 - 10:00 am Central Time Zone

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

Related Topics: Compliance, BSA, Risk Management/Legal

Ratio Analysis

Presented by Photo of Tom Carlin Tom Carlin
Monday, March 18th, 2019 - 1:30 pm Central Time Zone

The principal goal of this course is to enable you to define and analyze key balance sheet and income statement ratios connected to liquidity, leverage, profitability, asset management, and coverag... More →

Related Topics: Lending

Opening Membership Accounts Online

Presented by Photo of Gaye DeCesare Gaye DeCesare
Thursday, March 21st, 2019 - 10:00 am Central Time Zone

Join a discussion on policies and procedures your credit union should have in place to minimize compliance and fraud risk when you open new member accounts online.

Related Topics: Compliance, Deposit Accounts

Opening Trust Accounts: Documenting Authority & Liability

Presented by Photo of Deborah Crawford Deborah Crawford
Tuesday, March 26th, 2019 - 10:00 am Central Time Zone

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

Related Topics: Deposit Accounts, Risk Management/Legal

Advanced Collection Techniques That Reduce Delinquency & Loss

Presented by Photo of Bruce Hull Bruce Hull
Wednesday, April 3rd, 2019 - 10:00 am Central Time Zone

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

Related Topics: Compliance, Lending, Risk Management/Legal

10 Lessons Learned When Your Member Dies

Presented by Photo of Deborah Crawford Deborah Crawford
Thursday, April 4th, 2019 - 10:00 am Central Time Zone

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

Related Topics: Deposit Accounts, Risk Management/Legal

Crimes Against Your Member

Presented by Photo of Deborah Crawford Deborah Crawford
Wednesday, April 10th, 2019 - 10:00 am Central Time Zone

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

Top 25 Safe Deposit Compliance Issues

Presented by Photo of David P. McGuinn David P. McGuinn
Thursday, April 18th, 2019 - 10:00 am Central Time Zone

How do today's compliance issues affect your safe deposit program?

Related Topics: Risk Management/Legal

ACH Origination

Presented by Photo of Kate Cole Kate Cole
Wednesday, May 8th, 2019 - 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

ACH Exception Processing

Presented by Photo of Kate Cole Kate Cole
Wednesday, July 17th, 2019 - 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

Basic Loan Underwriting

Presented by Photo of Bruce Hull Bruce Hull
Wednesday, September 11th, 2019 - 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

Advanced Loan Underwriting

Presented by Photo of Bruce Hull Bruce Hull
Wednesday, October 2nd, 2019 - 10:00 am Central Time Zone

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

Related Topics: Compliance, Lending

Performing the ACH Audit

Presented by Photo of Kate Cole Kate Cole
Wednesday, October 16th, 2019 - 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

Safe Deposit Vault Security and Disaster Recovery Essentials

Presented by Photo of David P. McGuinn David P. McGuinn
Wednesday, October 23rd, 2019 - 10:00 am Central Time Zone

Join a discussion on reviewing and auditing your procedures before a catastrophe occurs.

Related Topics: Risk Management/Legal