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Handling Deceased Accounts

OnDemand
  • Recorded Tue, February 22, 2022
  • Presented by Deborah Crawford
Deborah Crawford
$195.00

Handling Deceased Accounts

OnDemand
  • Recorded Tue, February 22, 2022
  • Presented by Deborah Crawford

Deposit Accounts, Risk Management/Legal

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 for 10 days after the date of death.

Basic Personal & Business Tax Return Analysis

OnDemand
  • Recorded Mon, May 02, 2022
  • Presented by David Osburn
David Osburn
$195.00

Basic Personal & Business Tax Return Analysis

OnDemand
  • Recorded Mon, May 02, 2022
  • Presented by David Osburn

Lending

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

Opening Accounts for Nonresident Aliens

OnDemand
  • Recorded Tue, May 24, 2022
  • Presented by Deborah Crawford
Deborah Crawford
$195.00

Opening Accounts for Nonresident Aliens

OnDemand
  • Recorded Tue, May 24, 2022
  • Presented by Deborah Crawford

Deposit Accounts, Deposit Operations, Lending, Risk Management/Legal

This session will address the following questions about procedures and your institution: What does the law say about identifying nonresident aliens? What type of identification is being used around the country to open accounts? What are the proper procedures for W-8 reporting? What role does the Office of Foreign Assets and Control (OFAC) play in your new accounts procedures?


BSA Exam Hot Spots

OnDemand
  • Recorded Tue, April 05, 2022
  • Presented by Deborah Crawford
Deborah Crawford
$195.00

BSA Exam Hot Spots

OnDemand
  • Recorded Tue, April 05, 2022
  • Presented by Deborah Crawford

BSA, Compliance

During this webinar we will focus on the hot spots of your BSA program.

Online Account Opening

OnDemand
  • Recorded Tue, March 29, 2022
  • Presented by Deborah Crawford
Deborah Crawford
$195.00

Online Account Opening

OnDemand
  • Recorded Tue, March 29, 2022
  • Presented by Deborah Crawford

Compliance, Deposit Accounts, Risk Management/Legal

During this program we will cover all the compliance issues for opening deposit accounts online.

Managing a Successful Call Center

OnDemand
  • Recorded Thu, May 05, 2022
  • Presented by Janice Branch
Janice Branch
$195.00

Managing a Successful Call Center

OnDemand
  • Recorded Thu, May 05, 2022
  • Presented by Janice Branch

Management/Employee Development

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, the Call Center's internal processes are top-notch and they know how to effectively use the technology.


What to Do When Your Member Dies

OnDemand
  • Recorded Tue, June 14, 2022
  • Presented by Terri D. Thomas
Terri D. Thomas
$195.00

What to Do When Your Member Dies

OnDemand
  • Recorded Tue, June 14, 2022
  • Presented by Terri D. Thomas

Consumer Lending, Deposit Operations, Risk Management/Legal

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

Annual BSA Training for the Frontline

OnDemand
  • Recorded Thu, June 16, 2022
  • Presented by Deborah Crawford
Deborah Crawford
$195.00

Annual BSA Training for the Frontline

OnDemand
  • Recorded Thu, June 16, 2022
  • Presented by Deborah Crawford

Customer Service, Deposit Operations, Frontline, Loan Operations, Teller

This is a look at all the key components of BSA from the frontline point of view including new Customer Due Diligence (CDD) rules and their impact on our policy and procedures.

Opening Member Accounts Online

OnDemand
  • Recorded Wed, August 03, 2022
  • Presented by Gaye DeCesare
Gaye DeCesare
$195.00

Opening Member Accounts Online

OnDemand
  • Recorded Wed, August 03, 2022
  • Presented by Gaye DeCesare

BSA, Compliance, Deposit Accounts, Deposit Operations, Risk Management/Legal

Opening accounts online is a major convenience for members, and it creates efficiencies for credit unions. Unfortunately, from a compliance perspective, it is also riddled with pitfalls. Learn how to control risk without sacrificing new member convenience.

 

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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