All Upcoming Events for CUWebinars

Compliance Perspectives: A Monthly Update

Presented by Photo of Carl Pry Carl Pry
Thursday, August 24th, 2017 - 1:00 pm Central Time Zone

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 Health Savings Accounts

Presented by Photo of  Ascensus Ascensus
Wednesday, August 30th, 2017 - 1:30 pm Central Time Zone

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 repo... More →

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

Closing Accounts

Presented by Photo of Deborah Crawford Deborah Crawford
Wednesday, September 6th, 2017 - 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: Sales, Risk Management/Legal, Management/Employee Development

Advertising Share Accounts

Presented by Photo of Gaye DeCesare Gaye DeCesare
Thursday, September 7th, 2017 - 10:00 am Central Time Zone

Join a discussion on the regulatory requirements for advertising share accounts and suggestions regarding advertising best practices.

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

Advertising and Marketing Compliance: 2-Part Series

Presented by Photo of Gaye DeCesare Gaye DeCesare
Thursday, September 7th, 2017 - 10:00 am Central Time Zone

This 2-Part series will discuss the compliance issues regarding advertising and marketing the various products credit unio... More →

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

Advanced Underwriting for Consumer Loans

Presented by Photo of Bruce Hull Bruce Hull
Thursday, September 14th, 2017 - 10:00 am Central Time Zone

This webinar will discuss some methods, tools and tips to help experienced loan officers more quickly, efficiently and accurately decision loans.

Related Topics: Compliance, Lending, Risk Management/Legal

Wire Transfer Basics

Presented by Photo of Gary Nesbitt Gary Nesbitt
Wednesday, September 20th, 2017 - 10:00 am Central Time Zone

This webinar will cover the basic elements of wire transfers and how they differ from other types of payment channels.

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

For Sales Managers: Build a No-Excuses Sales Environment

Presented by Photo of Jack Kasel Jack Kasel
Monday, September 25th, 2017 - 12:00 pm Central Time Zone

Learn specific strategies to build and cultivate a culture of responsibility with your team. No excuses, big results!

Related Topics: Sales

Advertising Loans

Presented by Photo of Gaye DeCesare Gaye DeCesare
Thursday, September 28th, 2017 - 10:00 am Central Time Zone

Join a discussion on the regulatory requirements for advertising various loan products as well as some points to consider in developing a compliant marketing program.

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

Compliance Perspectives: A Monthly Update

Presented by Photo of Carl Pry Carl Pry
Thursday, September 28th, 2017 - 1:00 pm Central Time Zone

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 Key Criteria Loan Officers Should Focus On

Presented by Photo of Bruce Hull Bruce Hull
Thursday, October 5th, 2017 - 10:00 am Central Time Zone

This session will discuss 10 key criteria that loan officers need to focus on to ensure that production needs, loan quality and regulatory compliance standards and member expectations and ... More →

Related Topics: Compliance, Lending

Member Complaint Response Management

Presented by Photo of
Thursday, October 12th, 2017 - 10:00 am Central Time Zone

This session will address the compliance requirements and best practices for complaint resolution.

Related Topics: Compliance, Sales, Risk Management/Legal

Member Conflict: Opportunity Knocks

Presented by Photo of Teresa Allen Teresa Allen
Wednesday, October 18th, 2017 - 10:00 am Central Time Zone

Learn how to differentiate between different types of complaints, how to respond to varied anger levels, and how to avoid conflict by catering to varied member personalities.

Related Topics: Sales, Management/Employee Development

Top 10 Health Savings Account Issues

Presented by Photo of  Ascensus Ascensus
Wednesday, October 18th, 2017 - 1:30 pm Central Time Zone

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

Compliance Perspectives: A Monthly Update

Presented by Photo of Carl Pry Carl Pry
Thursday, October 26th, 2017 - 1:00 pm Central Time Zone

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

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

Presented by Photo of Marci Malzahn Marci Malzahn
Wednesday, November 1st, 2017 - 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

Bank Secrecy Act Update

Presented by Photo of
Thursday, November 9th, 2017 - 10:00 am Central Time Zone

This session will address the new requirements under BSA and also highlight areas of concern to examiners.

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

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

Presented by Photo of Deborah Crawford Deborah Crawford
Wednesday, November 15th, 2017 - 1:30 pm 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: Sales, Risk Management/Legal, Management/Employee Development

Compliance Perspectives: A Monthly Update

Presented by Photo of Carl Pry Carl Pry
Thursday, November 16th, 2017 - 1:00 pm Central Time Zone

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

Compliance Perspectives: A Monthly Update

Presented by Photo of Carl Pry Carl Pry
Thursday, December 21st, 2017 - 1:00 pm Central Time Zone

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