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23 results

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Excel Explained: Creating Interactive Spreads...

Upcoming
  • Wed, February 01, 2023
  • Presented by David Ringstrom
David Ringstrom
$279.00

Excel Explained: Creating Interactive Spreadsheets

Upcoming
  • Wed, February 01, 2023
  • Presented by David Ringstrom

Accounting/Reporting, Computer Skills

When you attend this live presentation, you'll learn how to implement multiple techniques to create spreadsheets that are interactive, accurate, and user friendly.

Creating the Right ERM Program for Your Credi...

Upcoming
  • Thu, February 02, 2023
  • Presented by Marci Malzahn
Marci Malzahn
$195.00

Creating the Right ERM Program for Your Credit Union

Upcoming
  • Thu, February 02, 2023
  • Presented by Marci Malzahn

Auditing, BSA, Compliance, General Compliance, Information Technology/Security, Risk Management/Legal, Technology/Security

Are you creating your first ERM Program for your credit union? Do you want to ensure your current program is complete, yet keep it simple? If yes to either question, this webinar is for you!

The Four Cs of Exceptional Supervision

Upcoming
  • Mon, February 06, 2023
  • Presented by Vicki Kraai
Vicki Kraai
$279.00

The Four Cs of Exceptional Supervision

Upcoming
  • Mon, February 06, 2023
  • Presented by Vicki Kraai

Customer Service

This program will ramp up your leadership skills and address critical supervisory issues necessary to becoming an excellent team leader.


Managing a Successful Call Center

Upcoming
  • Thu, February 09, 2023
  • Presented by Janice Branch
Janice Branch
$195.00

Managing a Successful Call Center

Upcoming
  • Thu, February 09, 2023
  • Presented by Janice Branch

Customer Service, Human Resources, Information Technology/Security, Management/Employee Development

Almost all businesses today, have a Call Center for the convenience of assisting callers with inquiries, as well as conducting their financial business. Callers' expectations include being directed to the right person who can assist them efficiently and effectively. Come learn how to manage the processes needed for an effective Call Center and explore options on how to guide and coach agents to being the best representation of your Credit Union.

IRA Annual Reporting Requirements to the IRS

Upcoming
  • Fri, February 10, 2023
  • Presented by Patrice Konarik
Patrice Konarik
$279.00

IRA Annual Reporting Requirements to the IRS

Upcoming
  • Fri, February 10, 2023
  • Presented by Patrice Konarik

Accounting/Reporting, Auditing, Compliance, Customer Service, Deposit, Deposit Accounts, IRAs, Reporting, Teller, Trusts

Although the IRS may never see your bank IRA forms, they will see the results of the contribution and distribution choices and coding when the annual 1099-Rs and 5498s are submitted to the IRS. On of the biggest sources of letters and bills sent out to bank clients is either a mistake made by the bank by incorrect IRS reporting or possibly the client not completing their tax forms correctly. How do we know the difference and who must do the correction?

Garnishments of Federal Benefit Payments: Wha...

Upcoming
  • Tue, February 14, 2023
  • Presented by Terri D. Thomas
Terri D. Thomas
$279.00

Garnishments of Federal Benefit Payments: What a Banker Needs to Know

Upcoming
  • Tue, February 14, 2023
  • Presented by Terri D. Thomas

Compliance, Risk Management/Legal

This webinar provides participants with the federal rules that are applicable when processing garnishments on deposit accounts receiving federal benefit payments.


Nailing Your Job of Head Teller

Upcoming
  • Thu, February 16, 2023
  • Presented by Janice Branch
Janice Branch
$279.00

Nailing Your Job of Head Teller

Upcoming
  • Thu, February 16, 2023
  • Presented by Janice Branch

Customer Service, Human Resources, Management/Employee Development

This webinar focuses on assisting the Head Teller to enhance their skill sets of being a revered leader and helping them learn how to assist their tellers into realizing their potential. 

ACH Rules Update

Upcoming
  • Tue, February 21, 2023
  • Presented by Kate Cole
Kate Cole
$279.00

ACH Rules Update

Upcoming
  • Tue, February 21, 2023
  • Presented by Kate Cole

Compliance, Transaction Compliance

Bring your 2023 ACH Rule Book and we'll make sure you are comfortable with the changes.

Advanced Share Account Issues: POAs, Trusts, ...

Upcoming
  • Tue, February 21, 2023
  • Presented by Deborah Crawford
Deborah Crawford
$195.00
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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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