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[Free Webinar] 5 Common Mistakes in Onboardin...

OnDemand
  • Recorded Fri, November 17, 2023
  • Presented by Bobbi McVey-Blath
Bobbi McVey-Blath
$0.00

In this webinar, we’ll discuss how onboarding is different from orientation, and help you build or revitalize onboarding in order to set your new employees up for success.

IRA Annual Update 2024 - Keeping up with the ...

OnDemand
  • Recorded Tue, January 23, 2024
  • Presented by Patrice Konarik
Patrice Konarik
$299.00

In the last 3 years, we have had the most substantial changes to IRAs since 2002. The difference today is that there are still many outstanding issues that need to be resolved. This webinar is a thorough review of what's changed and what's in limbo.

[Free Webinar] How to Build a Robust Security...

OnDemand
  • Recorded Thu, October 05, 2023
  • Presented by John Trest
John Trest
$0.00

In this course, we’ll discuss the key elements in building a comprehensive and effective security awareness program, and help you start to understand what it means to build a security-first culture.


Avoiding Check Fraud Liability: From Preventi...

OnDemand
  • Recorded Tue, September 19, 2023
  • Presented by Terri D. Thomas
Terri D. Thomas
$279.00

This webinar provides attendees with tips to avoid check fraud losses, as well as an overview of the laws that apply to loss allocation when check fraud occurs.

IRA Update (IRS Notice 2023-54): Required Min...

OnDemand
  • Recorded Thu, August 10, 2023
  • Presented by Patrice Konarik
Patrice Konarik
$279.00

Well, the IRS did it again. On July 14, 2023, they issued IRS Notice 2023-54 and kicked the can down the road for the second time by postponing the implementation of the Proposed Regulations that were released in February 2022 regarding mandatory distributions for non-spouse beneficiaries. In addition, the late signing of the SECURE Act 2.0 which raised the Required Minimum Distribution age for the second time in 3 years really created a lot of speculation and confusion on its effective date.

Avoiding Check Fraud Liability: From Preventi...

OnDemand
  • Recorded Wed, March 13, 2024
  • Presented by Terri D. Thomas
Terri D. Thomas
$299.00

This webinar provides attendees with tips to avoid check fraud losses, as well as an overview of the laws that apply to loss allocation when check fraud occurs.


[Free Webinar] Breaking: Recent Bank Failures...

OnDemand
  • Recorded Fri, March 17, 2023
  • Presented by Carl Pry
Carl Pry
$0.00

In this short webinar, we’ll address the problems faced by Silicon Valley Bank and other recently failed banks, and anticipate questions your customers may be asking you. We’ll sort our way through what has happened and ensure you’re prepared with the right information to understand the present situation, as well as address concerns throughout the industry.

FCRA Compliance: E-Oscar and Metro2

OnDemand
  • Recorded Thu, April 25, 2024
  • Presented by Matthew Urban
Matthew Urban
$299.00

This informative webinar will cover the basics of proper credit reporting and how best to respond to consumer credit reporting disputes.

IRAs Part 1 - The Basics 2023

OnDemand
  • Recorded Thu, September 14, 2023
  • Presented by Patrice Konarik
Patrice Konarik
$279.00

We will break down the essential rules and forms of IRA accounts. Discussing the difference between an IRA 'plan' vs. an IRA 'account' and the types of IRA products will get you on your way to building the foundation of knowledge for these often complicated accounts.

 

Fulfill your credit union training needs with webinars

We offer over 100+ webinars per year for credit unions and 300+ webinars for banks covering topics such as compliance, employee development, coaching, BSA/AML, lending, TRID, as well as trending hot topics like pandemic preparedness, the Cares Act, regulation updates and much more! Delivered by respected financial services industry experts, our webinars are timely, relevant and always engaging.

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