All Upcoming Events for CUWebinars

Handling Deceased Accounts

Presented by Photo of Deborah Crawford Deborah Crawford
Tuesday, March 2nd, 2021 - 10:00 am Central Time Zone

Your member passed away and the family is grieving. Yet, in the midst of all the remembering and honoring of a life, the legal and compliance clock is ticking. In most states, checks can be paid fo... More →

Related Topics: Deposit Accounts, Risk Management/Legal

Excel Made Clear: Speed Tips

Presented by Photo of David Ringstrom David Ringstrom
Wednesday, March 3rd, 2021 - 1:30 pm Central Time Zone

This enlightening webcast presented by David Ringstrom, CPA, will empower you to quickly accomplish tasks that might currently be taking you several minutes or even hours to complete. David explain... More →

Related Topics: Computer Skills

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

Presented by Photo of Karen Butcher Karen Butcher
Wednesday, March 10th, 2021 - 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

Testing Your ISP in 2021

Presented by Photo of Jeff Spann Jeff Spann
Thursday, March 11th, 2021 - 10:00 am Central Time Zone

Learn about the three phases to creating an Information Security Program for Financial Institutions.

Related Topics: Security, Operations, 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
Tuesday, March 16th, 2021 - 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.

Note: This webinar provides information on best practices, rather than the unique ... More →

Related Topics: Risk Management/Legal, Compliance

Auditing for TRID Compliance

Presented by Photo of Kyla Dartez Kyla Dartez
Wednesday, March 17th, 2021 - 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, Auditing, Lending

Intro to Consumer Lending

Presented by Photo of David Osburn David Osburn
Thursday, March 18th, 2021 - 10:00 am Central Time Zone

The webinar will cover the basics of consumer lending including the consumer loan function, marketing consumer loans, and making consumer lending decisions based on the five (5) C’s of credit- capa... More →

Related Topics: Lending

Three Key Risk Assessments in Your ERM Program – ERM, IT, and Internal Controls

Presented by Photo of Marci Malzahn Marci Malzahn
Thursday, March 18th, 2021 - 1:30 pm Central Time Zone

This webinar will first take you through a step-by-step process to develop strong Risk Assessments to address key areas of your institution.

Related Topics: Risk Management/Legal, Executive/Director

Regulation CC Training for Tellers

Presented by Photo of Deborah Crawford Deborah Crawford
Tuesday, March 23rd, 2021 - 10:00 am Central Time Zone

Regulation CC is the regulation governing the availability of funds for transaction accounts and the holds which financial institutions can place on checks. This regulation was passed in 1988 and c... More →

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

DIY Core Systems Selections

Presented by Photo of Charlie Kelly Charlie Kelly
Wednesday, March 24th, 2021 - 10:00 am Central Time Zone

This session will give financial institutions a peek inside how one systems selection consultant organizes the selection process, from the initial gap analysis through RFP, vendor scoring, and ulti... More →

Related Topics: Risk Management/Legal, Executive/Director

2020/2021 IRA Reporting Requirements - 101

Presented by Photo of Patrice Konarik Patrice Konarik
Friday, March 26th, 2021 - 10:00 am Central Time Zone

The timing of this informative Webinar is to make sure we have the latest instructions from the IRS in case some of these forms need to be corrected before submission to the IRS by the end of March... More →

Related Topics: IRAs

IT Excellence: 8 Ways to Improve Responsiveness and Results in Information Technology

Presented by Photo of Tim Malzahn Tim Malzahn
Tuesday, March 30th, 2021 - 10:00 am Central Time Zone

Do you want to improve responsiveness and results in IT at your Credit Union? Are you struggling with managing Information Technology ( IT ) and getting results in IT? Do you want to bring IT furth... More →

Related Topics: Risk Management/Legal, Executive/Director

IRA Beneficiary Payout Options - The Old Rules vs The New Rules

Presented by Photo of Patrice Konarik Patrice Konarik
Tuesday, April 6th, 2021 - 10:00 am Central Time Zone

As you have most likely heard, in 2020 we had some of the most comprehensive changes to IRAs as we have had in over 15 years. While a few of the changes leaned towards positive, the biggest change ... More →

Related Topics: IRAs

Intro to Member Business Lending

Presented by Photo of David Osburn David Osburn
Wednesday, April 7th, 2021 - 10:00 am Central Time Zone

This webinar covers the basics of Member Business Lending (commercial lending). The training session will begin with a brief overview of “conventional” commercial lending versus SBA lending product... More →

Related Topics: Lending

Vendor Management: How Model Risk Fits In

Presented by Photo of Marci Malzahn Marci Malzahn
Monday, April 12th, 2021 - 1:30 pm Central Time Zone

The presenter will explain step by step the OCC SR Letter 11-7 following their guidance on Model Risk Management. You will walk away with a clearer understanding of where Vendor Management and Mode... More →

Related Topics: Operations, Risk Management/Legal, Security

Managing a Successful Call Center

Presented by Photo of Janice Branch Janice Branch
Thursday, April 15th, 2021 - 1:30 pm 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

Components of a Strong Information Security Program

Presented by Photo of Eric Chase Eric Chase
Tuesday, May 4th, 2021 - 10:00 am Central Time Zone

Some of the biggest questions we hear about an ISP include: What are the major components of a modern ISP? What’s the most effective way for an ISP to be structured? How does the ISP flow together?... More →

Related Topics: Security, Operations

New QM Standards Under the Truth in Lending Act

Presented by Photo of Michael Christians Michael Christians
Tuesday, May 4th, 2021 - 1:30 pm Central Time Zone

On December 10th, the Consumer Financial Protection Bureau (CFPB) issued two final rules that make significant changes to Regulation Z's ability to repay requirements. With an effective date of Jul... More →

Related Topics: Compliance, Lending

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

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

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