All Upcoming Events for CUWebinars

Beginning Collection Techniques and Methodologies for Entry Level Collectors

Presented by Photo of Bruce Hull Bruce Hull
Thursday, June 29th, 2017 - 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

Alert! Regulation CC Final Amendments affecting Check Clearing

Presented by Photo of Deborah Crawford Deborah Crawford
Tuesday, July 11th, 2017 - 1:30 pm Central Time Zone

Attend this program to hear about the new Reg CC amendments!

Related Topics: Customer Service, Operations, Teller

Advanced Collection Techniques That Reduce Delinquency & Loss

Presented by Photo of Bruce Hull Bruce Hull
Thursday, July 13th, 2017 - 10:00 am Central Time Zone

Join us for a discussion of advanced collection techniques that focus on tools and methodologies which will assist collection personnel to effectively identify how to reduce delinquency and losses ... More →

Related Topics: Compliance, Lending, Risk Management

The Expanding World of Health Savings Accounts

Presented by Photo of  Ascensus Ascensus
Thursday, July 20th, 2017 - 1:30 pm Central Time Zone

Part one of the three part series, this course offers insight into the HSA market—including its growth, the prospects for future growth, and the reasons behind it all.

Related Topics: Customer Service, Operations, Teller

Health Savings Accounts - 4 Part Webinar Series

Presented by Photo of  Ascensus Ascensus
Thursday, July 20th, 2017 - 1:30 pm Central Time Zone

Attend this four part series for all of the information you need on Health Savings Accounts.

Related Topics: Customer Service, Operations, Teller

Best-Ever Compliance Checklist for Consumer Loans

Presented by Photo of Anne Lolley Anne Lolley
Wednesday, July 26th, 2017 - 10:00 am Central Time Zone

This webinar will cover Anne Lolley's compliance checklists, designed to chronologically lead lenders and processors through the various compliance requirements.

Related Topics: Compliance, Operations, Lending

Compliance Perspectives: A Monthly Update

Presented by Photo of Carl Pry Carl Pry
Thursday, July 27th, 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

Introduction to Health Savings Accounts

Presented by Photo of  Ascensus Ascensus
Wednesday, August 9th, 2017 - 1:30 pm Central Time Zone

Part two of the four part series will help you understand the fundamentals of HSAs and basic HSA compliance rules.

Related Topics: Customer Service, Operations, Teller

Basic Underwriting for Consumer Loans

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

This program will present key discussion areas that will assist beginning/entry level loan underwriters with understanding the concepts and knowledge needing to underwrite and decision loans and ot... More →

Related Topics: Compliance, Lending, Risk Management

Commercial Loan Checklists

Presented by Photo of Anne Lolley Anne Lolley
Thursday, August 17th, 2017 - 1:30 pm Central Time Zone

This program will guide bankers through compliance-related laws that apply to commercial loans as well as address compliance issues and best practice suggestions and reminders.

Related Topics: Compliance, Operations, Lending

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

Presented by Photo of Deborah Crawford Deborah Crawford
Tuesday, August 22nd, 2017 - 10:00 am Central Time Zone

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 and Bank Secrecy Act issues in your Cu... More →

Related Topics: Customer Service, Operations, Teller

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: Customer Service, Operations, Teller

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: Customer Service, Operations, Teller

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

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

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: Customer Service, Operations, Teller

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

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: Customer Service, Operations, Teller

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