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16 results

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IRA Accounts: 2-Part Series From Beginning to...

Upcoming
  • Wed, August 31, 2022
  • Presented by Patrice Konarik
Patrice Konarik
$355.00

IRA Accounts: 2-Part Series From Beginning to End

Upcoming
  • Wed, August 31, 2022
  • Presented by Patrice Konarik

Compliance, Customer Service, Deposit, Deposit Accounts, IRAs, Reporting, Teller, Trusts

IRAs will never make sense unless you start at the beginning. The first session is designed to help you understand the essential terms, forms, and IRA product differences. The second session is a necessity to keep your members on the right track to avoid IRS penalties.

Writing Effective SAR Narratives

Upcoming
  • Wed, October 05, 2022
  • Presented by Jamin Carlisle
Jamin Carlisle
$195.00

Writing Effective SAR Narratives

Upcoming
  • Wed, October 05, 2022
  • Presented by Jamin Carlisle

BSA, Compliance

This session will discuss the importance of the SAR narrative and how to write narratives that tell the story in an efficient and effective way.

IRAs Part 2 - Rollovers, Transfers and Distri...

Upcoming
  • Fri, October 07, 2022
  • Presented by Patrice Konarik
Patrice Konarik
$195.00

IRAs Part 2 - Rollovers, Transfers and Distributions to Owners and Beneficiaries

Upcoming
  • Fri, October 07, 2022
  • Presented by Patrice Konarik

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

One of the most complicated areas of IRAs is the distribution of funds to IRA owners and beneficiaries - especially when it seems like the IRS changes the rules every week. Right now there are proposed regulations pending and several bills in Congress that will effect IRAs. This timely update is a necessity to keep your members on the right track to avoid IRS penalties.

Processing Garnishments on Federal Benefit Pa...

Upcoming
  • Tue, October 11, 2022
  • Presented by Terri D. Thomas
Terri D. Thomas
$195.00

Processing Garnishments on Federal Benefit Payments

Upcoming
  • Tue, October 11, 2022
  • Presented by Terri D. Thomas

Compliance, Risk Management/Legal

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

Managing a Successful Call Center

Upcoming
  • Tue, October 18, 2022
  • Presented by Janice Branch
Janice Branch
$279.00

Managing a Successful Call Center

Upcoming
  • Tue, October 18, 2022
  • Presented by Janice Branch

Call Center, Customer Service, Executives/Senior Management, Human Resources, Management/Employee Development, Supervisors

There are three key factors that must be present in order to deliver an exceptional Call Center experience for members. The Call Center must employ effective people, have effective internal processes, and have effective information technology.

Performing the ACH Audit

Upcoming
  • Wed, October 19, 2022
  • Presented by Kate Cole
Kate Cole
$195.00

Performing the ACH Audit

Upcoming
  • Wed, October 19, 2022
  • Presented by Kate Cole

Auditing, Compliance, Risk Management/Legal

Spend this webinar with an ACH Auditor and hear what she looks for when performing the ACH Audit and ACH Risk Assessment.

BSA Fall Update

Upcoming
  • Wed, October 26, 2022
  • Presented by Deborah Crawford
Deborah Crawford
$195.00

BSA Fall Update

Upcoming
  • Wed, October 26, 2022
  • Presented by Deborah Crawford

BSA, Compliance

During this program, we will cover the key elements of BSA.

Online Account Opening

Upcoming
  • Thu, October 27, 2022
  • Presented by Deborah Crawford
Deborah Crawford
$195.00

Online Account Opening

Upcoming
  • Thu, October 27, 2022
  • Presented by Deborah Crawford

Compliance, Deposit Accounts

Go Big and Go Online!

Employee Engagement & Retention Strategies

Upcoming
  • Tue, November 01, 2022
  • Presented by Vicki Kraai
Vicki Kraai
$195.00

Employee Engagement & Retention Strategies

Upcoming
  • Tue, November 01, 2022
  • Presented by Vicki Kraai

Human Resources, Management/Employee Development

Retaining and engaging in a new world of work – does this sound like something you can relate to? The Great Resignation has disrupted employers and in turn negatively impacted organizational engagement and culture.

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Fulfill your credit union training needs with webinars

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