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.
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!
Customer Service
This program will ramp up your leadership skills and address critical supervisory issues necessary to becoming an excellent team leader.
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.
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?
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.
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.
Compliance, Transaction Compliance
Bring your 2023 ACH Rule Book and we'll make sure you are comfortable with the changes.
Deposit Accounts
During this program we will cover many of the advanced issues on deposit accounts.
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.
