All Upcoming Events for CUWebinars

Branch Manager Best Practices

Presented by Photo of Honey Shelton Honey Shelton
Tuesday, January 23rd, 2018 - 10:00 am Central Time Zone

Learn how to build a team and coach them to success.

Related Topics: Human Resources, Management/Employee Development

A Brave New HMDA World - Getting it Right

Presented by Photo of Gaye DeCesare Gaye DeCesare
Wednesday, January 24th, 2018 - 10:00 am Central Time Zone

This session will address the new 2018 HMDA reporting requirements.

Related Topics: Compliance, Lending

Handling Loan Applications - What can go wrong?

Presented by Photo of Susan Costonis Susan Costonis
Thursday, January 25th, 2018 - 10:00 am Central Time Zone

Join this fast-paced webinar to easily understand the application process with step by step instructions and actual examples that explain the requirements of several confusing regulations.

Related Topics: Compliance, Lending

8 Keys to Teller Excellence

Presented by Photo of Janice Branch Janice Branch
Tuesday, February 6th, 2018 - 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, Risk Management/Legal

Fair Lending for the Front Line

Presented by Photo of Kristen Tatlock Kristen Tatlock
Wednesday, February 7th, 2018 - 10:00 am Central Time Zone

This session will focus on how your front line can engage members and sell loans without violating fair lending laws.More →

Related Topics: Compliance, Lending

Flood Insurance Review and Update

Presented by Photo of Susan Costonis Susan Costonis
Tuesday, February 13th, 2018 - 10:00 am Central Time Zone

This session begins with a review of the "fundamentals" and an overview of the changes that became effective in October, 2015.

Related Topics: Compliance, Lending

Handling Power of Attorney Documents on New Accounts

Presented by Photo of Deborah Crawford Deborah Crawford
Thursday, February 15th, 2018 - 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

Indirect Lending: Improving and Strengthening Controls

Presented by Photo of Bruce Hull Bruce Hull
Wednesday, February 21st, 2018 - 10:00 am Central Time Zone

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

Related Topics: Compliance, Lending

Annual BSA Officer and Staff Training 2018

Presented by Photo of Deborah Crawford Deborah Crawford
Thursday, February 22nd, 2018 - 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

Auditing for TRID Compliance

Presented by Photo of Kyla Dartez Kyla Dartez
Thursday, March 8th, 2018 - 10:00 am Central Time Zone

This session will provide a step-by-step guide to reviewing LEs and CDs for accuracy and timeliness, and will address common errors and not-so-common scenarios that we’ve encountered.

Related Topics: Compliance, Risk Management/Legal

Onboarding Your New Hire

Presented by Photo of Honey Shelton Honey Shelton
Tuesday, March 13th, 2018 - 1:30 pm Central Time Zone

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

Opening Accounts for Nonresident Aliens: W-8BEN, W-8BENE, CIP and CDD

Presented by Photo of Deborah Crawford Deborah Crawford
Thursday, March 15th, 2018 - 10:00 am Central Time Zone

Join a discussion on Opening Business Accounts and how FATCA, 1042S reporting, IDs, BSA, CIP, CDD and other rules affect these accounts.

Related Topics: Deposit Accounts, Risk Management/Legal

Beginning Collection Techniques and Methodologies for Entry Level Collectors

Presented by Photo of Bruce Hull Bruce Hull
Tuesday, March 20th, 2018 - 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

Legal Issues of Checks

Presented by Photo of Deborah Crawford Deborah Crawford
Thursday, March 29th, 2018 - 10:00 am Central Time Zone

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: Deposit Accounts, Risk Management/Legal

Opening Trust Accounts: Documenting Authority & Liability

Presented by Photo of Deborah Crawford Deborah Crawford
Thursday, April 12th, 2018 - 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
Tuesday, April 17th, 2018 - 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

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

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

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 wha... More →

Related Topics: Operations, 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

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