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16 results

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Strategic Planning for FI - It's All About Yo...

Upcoming
  • Tue, September 13, 2022
  • Presented by Marci Malzahn
Marci Malzahn
$195.00

Strategic Planning for FI - It's All About Your Strategy

Upcoming
  • Tue, September 13, 2022
  • Presented by Marci Malzahn

Management/Employee Development

Your credit union is unique so your strategic plan should be unique as well. The environment for community financial institutions has changed drastically in the past 5 years – and especially in the last 2 years since the Pandemic. Therefore, your Strategic Plan must be a fluid document.

Electronic Banking Compliance Part 2: ESign, ...

Upcoming
  • Wed, September 14, 2022
  • Presented by Gaye DeCesare
Gaye DeCesare
$195.00

Nailing Your Job of Head Teller

Upcoming
  • Wed, September 21, 2022
  • Presented by Janice Branch
Janice Branch
$195.00

Nailing Your Job of Head Teller

Upcoming
  • Wed, September 21, 2022
  • Presented by Janice Branch

Human Resources, Management/Employee Development, Teller

Without a doubt, staff plays a lead role; up-front and center in any financial institution.


W-9, W-9BEN, and W-8BENE Procedures

Upcoming
  • Thu, September 22, 2022
  • Presented by Deborah Crawford
Deborah Crawford
$195.00

W-9, W-9BEN, and W-8BENE Procedures

Upcoming
  • Thu, September 22, 2022
  • Presented by Deborah Crawford

Compliance, Deposit Accounts, Deposit Compliance

The FATCA rules affecting foreign financial institutions also affects US financial institutions and your job as a withholding agent. During this program, we will do a line-by-line review of the forms and the subsequent tax reporting to the IRS.

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.

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!

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