All Upcoming Events for CUWebinars

Are Safe Deposit Boxes on Their Way Out?

Presented by Photo of David P. McGuinn David P. McGuinn
Wednesday, April 28th, 2021 - 10:00 am Central Time Zone

This presentation provides answers for the most frequently asked “phasing out” questions and addresses the many important “Pros & Cons” for continuing or discontinuing this service.

Related Topics: Risk Management/Legal, Security

3-Part Series for New Compliance Officers

Presented by Photo of Kristen Tatlock Kristen Tatlock
Wednesday, May 5th, 2021 - 10:00 am Central Time Zone

This 3-part series is designed as an introduction to compliance, BSA, and auditing for New Compliance Officers.

Related Topics: Compliance, Operations, Auditing, BSA, Risk Management/Legal

Writing Teller Training and Procedures

Presented by Photo of Deborah Crawford Deborah Crawford
Tuesday, May 18th, 2021 - 10:00 am Central Time Zone

Your financial institution’s most precious asset is its frontline. This program will take a look at procedures for the teller.

Related Topics: Compliance, Human Resources, Teller, Management/Employee Development

Conducting a Compliance Audit/Review

Presented by Photo of Kristen Tatlock Kristen Tatlock
Wednesday, May 19th, 2021 - 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, Operations, Auditing, Risk Management/Legal

(FREE) Proving the ROI of Training Programs

Presented by Photo of Deborah Crawford Deborah Crawford
Thursday, May 20th, 2021 - 1:00 pm Central Time Zone

In this webinar, we’ll share tips for measuring the success of your training programs in order to prove the ROI.

Related Topics: Compliance, BSA, Risk Management/Legal, Auditing, Human Resources, Management/Employee Development, COVID-19

Opening Accounts for Nonresident Aliens

Presented by Photo of Deborah Crawford Deborah Crawford
Tuesday, May 25th, 2021 - 10:00 am Central Time Zone

This session will address the following questions about procedures and your bank: What does the law say about identifying nonresident aliens? What type of identification is being used around the co... More →

Related Topics: Operations, Lending, Teller, Deposit Accounts, Management/Employee Development, Risk Management/Legal

ACH Origination for Credit Unions

Presented by Photo of Kate Cole Kate Cole
Wednesday, May 26th, 2021 - 1:30 pm Central Time Zone

Are you new to the operations area of the credit union? Is ACH Origination a new product for you?

Related Topics: Compliance, Risk Management/Legal

Loan Collection Tools Vital in Today’s Economy

Presented by Photo of David Osburn David Osburn
Thursday, May 27th, 2021 - 1:30 pm Central Time Zone

This webinar covers negotiation, technical, and management tools in collecting problem loans. The negotiation process will include “human factors” while the technical skills will include “business ... More →

Related Topics: Lending

All Access Pass During the Month of June!

Presented by Photo of
Tuesday, June 1st, 2021 - 8:00 am Central Time Zone

Gain access to a month’s worth of live webinars for just $795! June is a perfect time to explore the variety and depth of topics you can choose from to complement your compliance training program.<... More →

Related Topics: Compliance, Risk Management/Legal, IRAs, Customer Service, Security, Operations, Auditing, Sales, Lending, Human Resources, Computer Skills, Teller, BSA, Deposit Accounts, Executive/Director, Management/Employee Development, TRID, COVID-19

Alert! Credit Union Penalized for Marijuana!

Presented by Photo of Deborah Crawford Deborah Crawford
Tuesday, June 1st, 2021 - 10:00 am Central Time Zone

USDA Issued Regulations! FinCEN excluded Hemp from definition of marijuana! Are you ready for Hemp Members? Learn how to bank hemp growers and hemp businesses if legal in your state. Hemp Growers... More →

Related Topics: Compliance, Lending

Avoiding the Top 10 Common TRID Errors

Presented by Photo of Dawn Kincaid Dawn Kincaid
Thursday, June 3rd, 2021 - 10:00 am Central Time Zone

During this session we will review sample integrated disclosures for a fixed rate, adjustable rate, and construction loan. In reviewing these documents we will discuss regulatory requirements, dive... More →

Related Topics: Compliance, Risk Management/Legal, TRID

ESIGN and UETA for Deposits

Presented by Photo of Deborah Crawford Deborah Crawford
Tuesday, June 8th, 2021 - 10:00 am Central Time Zone

During the webinar we will cover the new bill introduced in Congress. E-SIGN currently requires consumers to reasonably demonstrate that they can access documents electronically before they can rec... More →

Related Topics: Compliance, Deposit Accounts

Excel Made Clear: Pivot Table Techniques

Presented by Photo of David Ringstrom David Ringstrom
Thursday, June 10th, 2021 - 1:30 pm Central Time Zone

Excel expert David H. Ringstrom, CPA, teaches you pivot table basics in this comprehensive presentation. Pivot tables enable you to easily create reports from complex data, simply by using your mou... More →

Related Topics: Computer Skills

Vendor Due Diligence

Presented by Photo of Jamin Carlisle Jamin Carlisle
Tuesday, June 15th, 2021 - 10:00 am Central Time Zone

An introduction to developing a robust credit union vendor due diligence program.

Related Topics: Risk Management/Legal, Compliance, Operations

Member Service vs. Member Experience

Presented by Photo of Janice Branch Janice Branch
Thursday, June 17th, 2021 - 1:30 pm Central Time Zone

Aimed at all frontline staff, teller supervisors, tellers, call center, member service reps and branch managers, this program will allow participants to excel at creating a service experience that ... More →

Related Topics: Management/Employee Development, Customer Service

FCRA Compliance: E-Oscar and Metro2

Presented by Photo of Matthew Urban Matthew Urban
Tuesday, June 22nd, 2021 - 10:00 am Central Time Zone

This informative ninety (90) minute webinar will cover the basics of proper credit reporting and how best to respond to consumer credit reporting disputes.

Related Topics: Compliance, Lending, Deposit Accounts

Best-Ever Compliance Checklist for Consumer Loans

Presented by Photo of Anne Lolley Anne Lolley
Thursday, June 24th, 2021 - 1:30 pm Central Time Zone

It's so difficult to remember all the compliance details when processing consumer loans! In this webinar, Anne will provide credit unions with user-friendly compliance checklists designed to lead l... More →

Related Topics: Compliance, Lending, Risk Management/Legal

What To Do When Your Member Dies

Presented by Photo of Terri D. Thomas Terri D. Thomas
Tuesday, June 29th, 2021 - 10:00 am Central Time Zone

This webinar provides best practices for a credit union that is dealing with a member's death.  

Related Topics: Risk Management/Legal

Open-End Credit Requirements under the Truth in Lending Act

Presented by Photo of Michael Christians Michael Christians
Wednesday, June 30th, 2021 - 1:30 pm Central Time Zone

The Truth in Lending Act (Regulation Z) outlines a number of requirements specific to open-end credit. These rules apply to open-end loans, home equity lines of credit and credit card accounts. More →

Related Topics: Compliance, Lending

Vendor Management 2021

Presented by Photo of Cody Delzer Cody Delzer
Thursday, July 8th, 2021 - 10:00 am Central Time Zone

Analyzing vendor documentation is important, but the real question we need to ask is this: how do we understand if our vendors are really protecting your data?

Related Topics: Risk Management/Legal, Security, Auditing

Auditing a Real Estate Loan File for Compliance Requirements

Presented by Photo of Dawn Kincaid Dawn Kincaid
Friday, July 9th, 2021 - 10:00 am Central Time Zone

We will discuss how to avoid mistakes when preparing consumer real estate loan documentation.

Related Topics: Compliance, Auditing

The ABCs of Robbery Prevention

Presented by Photo of Randy Phillips Randy Phillips
Wednesday, July 14th, 2021 - 10:00 am Central Time Zone

Join us as we take you through the alphabet of tactics, decisions, and deterrents that will help decrease your institution’s likelihood of being robbed.

Related Topics: Security, Risk Management/Legal

Appraisal Reviews: What to Look For

Presented by Photo of Dawn Kincaid Dawn Kincaid
Thursday, July 15th, 2021 - 10:00 am Central Time Zone

A thorough appraisal review is essential to your underwriting process. In this session we will review a sample appraisal and evaluation and identify what you need to look for and what may cause yo... More →

Related Topics: Compliance, Auditing

Opening Membership Accounts Online

Presented by Photo of Gaye DeCesare Gaye DeCesare
Tuesday, July 20th, 2021 - 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, Risk Management/Legal

Banking Military Personnel

Presented by Photo of Dawn Kincaid Dawn Kincaid
Friday, July 23rd, 2021 - 10:00 am Central Time Zone

We will walk through the necessary steps you need to take at the time an application is taken, when a loan becomes delinquent and when you become aware that your borrower meets the definition of a ... More →

Related Topics: Compliance, Lending

W-9, W-8BEN and W-8BEN-E Forms and Info

Presented by Photo of Deborah Crawford Deborah Crawford
Tuesday, July 27th, 2021 - 10:00 am Central Time Zone

This webinar covers W-9 and W-8 forms and interest reporting on deposit accounts. We will cover account set up, name control files, reporting, and what to do when the IRS says the names and TINs ... More →

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

Best-Ever Compliance Checklists for Commercial Loans

Presented by Photo of Anne Lolley Anne Lolley
Wednesday, July 28th, 2021 - 1:30 pm Central Time Zone

This colorful checklist, patterned after the popular Best-Ever Consumer Checklists, will guide you through those traps and ensure compliance.

Related Topics: Compliance, Lending

Excel Made Clear: Budget Spreadsheets

Presented by Photo of David Ringstrom David Ringstrom
Tuesday, August 10th, 2021 - 1:30 pm Central Time Zone

Excel expert David Ringstrom, CPA, shows you how to create resilient and effective budget spreadsheets in this illuminating presentation. He shares helpful techniques, such as how to separate input... More →

Related Topics: Computer Skills

Excel Made Clear: Building Error-Free Spreadsheets

Presented by Photo of David Ringstrom David Ringstrom
Monday, November 8th, 2021 - 1:30 pm Central Time Zone

In this valuable webcast, Excel expert David Ringstrom, CPA, shares a variety of tricks and techniques you can use to improve the accuracy of your Excel spreadsheets. To help you create spreadsheet... More →

Related Topics: Computer Skills