All Upcoming Events for CUWebinars

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

Nailing Your Job of Head Teller

Presented by Photo of Janice Branch Janice Branch
Wednesday, August 4th, 2021 - 1:30 pm Central Time Zone

Without a doubt, staff plays a lead role; up-front and center in any financial institution.

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

Basic Personal & Business Tax Return Analysis

Presented by Photo of David Osburn David Osburn
Monday, August 9th, 2021 - 1:30 pm Central Time Zone

Attend this proactive webinar and gain an understanding of the often complex and confusing topic of TAXES!

Related Topics: Lending

(FREE) Designing Rich & Significant Learning Experiences

Presented by Photo of Honey Shelton Honey Shelton
Tuesday, August 10th, 2021 - 10:00 am Central Time Zone

Register now for this complimentary 30-minute webinar, lead by one of the country’s top trainers, Honey Shelton. You will learn the key components to significant learning experiences and get a ... More →

Related Topics: Human Resources, Management/Employee Development

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

An FDCPA for the 21st Century

Presented by Photo of Michael Christians Michael Christians
Thursday, August 12th, 2021 - 10:00 am Central Time Zone

The Fair Debt Collection Practices Act (FDCPA) was enacted in 1977 to curb abusive debt collection practices. While communication methods have significantly evolved in the last 40 years (e.g., e-ma... More →

Related Topics: Compliance, Lending

Lending 101

Presented by Photo of Anne Lolley Anne Lolley
Wednesday, August 18th, 2021 - 1:30 pm Central Time Zone

In this unique webinar, Anne Lolley will provide an overview of federal compliance laws.

Related Topics: Compliance, Lending, Risk Management/Legal

2 Day IRA Seminar: Basic & Advanced Issues OnDemand with Live Streaming

Presented by Photo of Patrice Konarik Patrice Konarik
Tuesday, August 24th, 2021 - 9:00 am Central Time Zone

Attend this comprehensive IRA Seminar via Live Streaming Video!

Related Topics: IRAs

IRA Basic Issues Seminar OnDemand with Live Streaming

Presented by Photo of Patrice Konarik Patrice Konarik
Tuesday, August 24th, 2021 - 9:00 am Central Time Zone

Attend this comprehensive IRA Seminar via Live Streaming Video!

Related Topics: IRAs

Legal Liabilities when Check Fraud Occurs

Presented by Photo of Terri D. Thomas Terri D. Thomas
Tuesday, August 24th, 2021 - 10:00 am Central Time Zone

This webinar provides attendees with an overview of the laws that control loss allocation when check fraud occurs.

Related Topics: Risk Management/Legal, Customer Service, Teller, Deposit Accounts

IRA Advanced Issues Seminar OnDemand with Live Streaming

Presented by Photo of Patrice Konarik Patrice Konarik
Wednesday, August 25th, 2021 - 9:00 am Central Time Zone

Attend this comprehensive IRA Seminar via Live Streaming Video!

Related Topics: IRAs

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

Presented by Photo of Marci Malzahn Marci Malzahn
Monday, August 30th, 2021 - 1:30 pm Central Time Zone

Your credit union is unique so your Strategic Plan should be unique as well. Too often, executives and directors will construct a strategic plan from old plans, strategies found online or just brai... More →

Related Topics: Operations, Risk Management/Legal

The Continued Evolution of HMDA

Presented by Photo of Michael Christians Michael Christians
Thursday, October 14th, 2021 - 10:00 am Central Time Zone

The Home Mortgage Disclosure Act, implemented by Regulation C, assists in the identification of possible discriminatory lending patterns through the use of loan level data. Any HMDA-reportable inst... More →

Related Topics: Compliance, Risk Management/Legal

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