All Upcoming Events for CUWebinars

Heath Savings Accounts - Getting them Right

Presented by Photo of Patrice Konarik Patrice Konarik
Friday, January 17th, 2020 - 10:00 am Central Time Zone

It still seems like we are terrified when our members say the letters "H-S-A".  We either freeze or run away.  While our members may still have many questions on this product after 16 yea... More →

Related Topics: IRAs

Annual BSA Training for Frontline Staff

Presented by Photo of Cami Wheeler Cami Wheeler
Tuesday, January 21st, 2020 - 1:30 pm Central Time Zone

Frontline staff are called on to be the first step in our BSA compliance program, along with a myriad of other job duties. This webinar will arm staff with a refresher on important components incl... More →

Related Topics: Compliance, Deposit Accounts, BSA

Poor Box Drilling Procedures Create Lawsuits

Presented by Photo of David P. McGuinn David P. McGuinn
Thursday, January 23rd, 2020 - 10:00 am Central Time Zone

Receive current information, step by step procedures and an in-depth explanation about how to handle safe deposit drilling procedures.

Related Topics: Risk Management/Legal, Compliance

IRA Update – Detailing the IRA Changes as part of the Secure Act signed into law on December 20, 2019

Presented by Photo of Patrice Konarik Patrice Konarik
Friday, January 24th, 2020 - 10:00 am Central Time Zone

After a year of dragging their feet, the Senate finally agreed to the Secure Act bill that was passed by the House several months ago. It was included in the 2020 Appropriations Act signed into law... More →

Related Topics: IRAs

8 Keys to Teller Excellence

Presented by Photo of Janice Branch Janice Branch
Tuesday, January 28th, 2020 - 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, Teller

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

Presented by Photo of Deborah Crawford Deborah Crawford
Wednesday, January 29th, 2020 - 10:00 am Central Time Zone

The FATCA rules affecting foreign financial institutions also affects US financial institutions and your job as a withholding agent. During this program we will do a line-by-line review of the form... More →

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

What to Do When Your Member Dies

Presented by Photo of Terri D. Thomas Terri D. Thomas
Thursday, January 30th, 2020 - 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

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

Presented by Photo of Marci Malzahn Marci Malzahn
Monday, February 3rd, 2020 - 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

Excel Made Clear: Introduction to Spreadsheets

Presented by Photo of David Ringstrom David Ringstrom
Wednesday, February 5th, 2020 - 10:00 am Central Time Zone

This webcast is perfect for you if you’ve never worked with Excel spreadsheets or haven’t in several years. Excel expert David Ringstrom, CPA, walks you through the basics of Excel spreadsheets, pr... More →

Related Topics: Computer Skills

You're the New Supervisor! Fasten Your Seat Belt!

Presented by Photo of Honey Shelton Honey Shelton
Friday, February 7th, 2020 - 10:00 am Central Time Zone

This program will ramp up leadership skills and address critical supervisory issues necessary to become an extraordinary supervisor.

Related Topics: Management/Employee Development, Human Resources

Share Compliance Update

Presented by Photo of Deborah Crawford Deborah Crawford
Tuesday, February 11th, 2020 - 10:00 am Central Time Zone

Kick off 2020 with a strong beginning on regulatory compliance issues. This share regulation update will include both federal and state compliance issues.

Related Topics: Risk Management/Legal, Compliance

2020 Regulation CC Update & Check Training for Frontline Staff

Presented by Photo of Cami Wheeler Cami Wheeler
Wednesday, February 12th, 2020 - 1:30 pm Central Time Zone

Regulation CC immediate funds availability limits are changing on July 1, 2020. Frontline and Operations staff can benefit from this refresher of current regulatory requirements, along with all th... More →

Related Topics: Compliance, Operations, Teller

Driving Results with Your Credit Union's Data

Presented by Photo of David Carlson David Carlson
Thursday, February 13th, 2020 - 1:30 pm Central Time Zone

As the race for core members, core deposits and expanded member relationships intensifies, it is imperative to have your financial institution positioned for growth... More →

Related Topics: Sales, Risk Management/Legal, Operations

ACH Rule Changes: What you have to look forward to in 2020

Presented by Photo of Kate Cole Kate Cole
Wednesday, February 19th, 2020 - 1:30 pm Central Time Zone

We now have Same Day ACH and those rules are in effect, so its time for a few other changes. Some are coming in 2020 and a few in 2021.

Related Topics: Compliance, Risk Management/Legal, Operations

Dealing with Subpoenas, Summonses, Garnishments & Tax Levies

Presented by Photo of Terri D. Thomas Terri D. Thomas
Thursday, February 20th, 2020 - 10:00 am Central Time Zone

This webinar provides best practices when dealing with the various legal documents served on credit unions.

Related Topics: Risk Management/Legal

Opening Accounts for Nonresident Aliens

Presented by Photo of Deborah Crawford Deborah Crawford
Tuesday, February 25th, 2020 - 10:00 am Central Time Zone

It has always been challenging to open accounts for nonresident aliens and to identify the person we are doing business with. Since the USA PATRIOT Act, Customer Identification Program (CIP) law pa... More →

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

Managing a Successful Call Center

Presented by Photo of Janice Branch Janice Branch
Wednesday, February 26th, 2020 - 10:00 am Central Time Zone

This webinar is intended to assist Call Center Managers in ensuring they have well-trained agents in the Call Center who execute their responsibilities and duties effectively.

Related Topics: Management/Employee Development

Regulation E – Electronic Fund Transfers Act

Presented by Photo of Michael Christians Michael Christians
Thursday, February 27th, 2020 - 1:30 pm Central Time Zone

As consumers continue their shift to a nearly all-digital platform for conducting personal financial transactions, a thorough understanding of Regulation E and the Electronic Fund Transfers Act bec... More →

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

Characteristics of Strong Risk Assessments and Tools to Monitor and Report Results

Presented by Photo of Marci Malzahn Marci Malzahn
Tuesday, March 3rd, 2020 - 1:30 pm Central Time Zone

This webinar will help you strengthen your existing Risk Assessments and create new ones for other areas as needed.

Related Topics: Compliance, Risk Management/Legal

New Rules Regarding IRA Beneficiary Payouts

Presented by Photo of Patrice Konarik Patrice Konarik
Friday, March 6th, 2020 - 10:00 am Central Time Zone

The SECURE Act effective January 1, 2020 had the most substantial changes to beneficiary payouts since 2002. And, they are not necessarily in favor of the beneficiary.

Related Topics: IRAs

Best-Ever Compliance Checklist for Consumer Loans

Presented by Photo of Anne Lolley Anne Lolley
Tuesday, March 10th, 2020 - 1:30 pm Central Time Zone

This webinar will review Anne Lolley's latest compliance checklists (one for each type of loan) specifically for credit unions.

Related Topics: Compliance, Lending, Risk Management/Legal

Motivating & Managing the Frontline

Presented by Photo of Janice Branch Janice Branch
Wednesday, March 11th, 2020 - 1:30 pm Central Time Zone

This program will teach managers to establish clear expectations and goals including how to motivate your employees to meet those goals. We will also discuss best practices when you face resistance... More →

Related Topics: Management/Employee Development

Teller Compliance Issues

Presented by Photo of Deborah Crawford Deborah Crawford
Thursday, March 12th, 2020 - 10:00 am Central Time Zone

Fulfills BSA and Reg CC Annual Training Requirements This webinar focuses on the legal issues of checks outlined in signature cards under the uniform commercial code and the holds used on transact... More →

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

Beginning Collection Techniques and Methodologies for Entry Level Collectors

Presented by Photo of Bruce Hull Bruce Hull
Friday, March 13th, 2020 - 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

Top 25 Safe Deposit Compliance Issues

Presented by Photo of David P. McGuinn David P. McGuinn
Wednesday, March 18th, 2020 - 10:00 am Central Time Zone

Is your safe deposit operations in compliance with all state and federal regulations?

Related Topics: Risk Management/Legal, Compliance

Opening Fiduciary Accounts

Presented by Photo of Deborah Crawford Deborah Crawford
Tuesday, March 24th, 2020 - 10:00 am Central Time Zone

POAs, Guardians, Estates, Trusts and More!

Related Topics: Deposit Accounts, Risk Management/Legal

The Right of Setoff: What Does Every Credit Union Employee Need to Know?

Presented by Photo of Terri D. Thomas Terri D. Thomas
Wednesday, March 25th, 2020 - 10:00 am Central Time Zone

The Right of Setoff is a complicated, but very effective tool for collecting debts owed to a credit union.

Related Topics: Risk Management/Legal, Compliance

Fair Lending Laws and Regulations

Presented by Photo of Michael Christians Michael Christians
Thursday, March 26th, 2020 - 1:30 pm Central Time Zone

Join Regulatory Compliance Counsel Michael Christians as he walks webinar participants through the requirements of the Equal Credit Opportunity Act, Fair Housing Act, Home Mortgage Disclosure Act, ... More →

Related Topics: Compliance, Lending

Treasury Management: A Powerful Tool to Increase Deposits and Fee Income

Presented by Photo of Marci Malzahn Marci Malzahn
Tuesday, March 31st, 2020 - 1:30 pm Central Time Zone

You will walk away from this course with a deeper knowledge of Treasury Management, learn to conduct risk assessments on new products, and learn strategies to in... More →

Related Topics: Operations, Sales, Executive/Director