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72 results

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Creating Memorable Member Experiences

Upcoming
  • Thu, October 12, 2023
  • Presented by Janice Branch
Janice Branch
$279.00

Creating Memorable Member Experiences

Upcoming
  • Thu, October 12, 2023
  • Presented by Janice Branch

Customer Service, Management/Employee Development, Teller

Who determines the value of the service being delivered at your institution? Good service is vital to the success of any business. Research says that it takes 10 times the effort to keep a depositor loyal to an institution today, in comparison to the effort it takes to get them to choose to do business with the institution in the first place. Employees may execute the transactions accurately and be polite and courteous when interacting with the depositor, but does the member experience the interaction as satisfactory, but lacking something? The question becomes 'Is what I’m doing being experienced by the member in such a way as to make them feel this was the best service they’ve received?

Strategic Planning for Your Community Bank - ...

Upcoming
  • Fri, October 13, 2023
  • Presented by Marci Malzahn
Marci Malzahn
$279.00

Strategic Planning for Your Community Bank - It's All About Your Strategy!

Upcoming
  • Fri, October 13, 2023
  • Presented by Marci Malzahn

Management/Employee Development

Your institution is unique so your strategic plan should be as well. The environment for community financial institutions has changed drastically in the past 5 years – especially in the aftermath of the Pandemic, new and emerging technologies, evolving consumer preferences, market shifts, and the recent bank failures. Therefore, your Strategic Plan must be a fluid document. The industry is impacted by many more forces, challenges, new competitors, and uncertainty is leading the way. At the same time, these challenges may also present more opportunities than ever before. These drivers highlight the need for every financial institution to design a living, breathing, strategic plan to thrive and grow.

Revamp Your New Teller Training Program

Upcoming
  • Mon, October 16, 2023
  • Presented by Bobbi McVey-Blath
Bobbi McVey-Blath
$279.00

Revamp Your New Teller Training Program

Upcoming
  • Mon, October 16, 2023
  • Presented by Bobbi McVey-Blath

Management/Employee Development, Teller

Your new teller probably has no idea how banks work, nor do they understand the terminology or acronyms thrown around the branch. You need them to receive consistent messaging regarding policies and procedures, and not scare them away with all the compliance they need to learn.

ACH for Lenders and Cash Managers

Upcoming
  • Tue, October 17, 2023
  • Presented by Kate Cole
Kate Cole
$279.00

ACH for Lenders and Cash Managers

Upcoming
  • Tue, October 17, 2023
  • Presented by Kate Cole

Compliance, Transaction Compliance

If ACH is a product that you are selling, or want to sell, and ACH is new to you, you’ll want to join us for this webinar.

Consumer Real Estate Documentation: Building ...

Upcoming
  • Wed, October 18, 2023
  • Presented by Dawn Kincaid
Dawn Kincaid
$279.00

Consumer Real Estate Documentation: Building Your Checklist

Upcoming
  • Wed, October 18, 2023
  • Presented by Dawn Kincaid

Compliance, Lending Compliance, Mortgage Lending

In this session, we will walk through an example consumer real estate loan file from application to closing. We will discuss the regulatory compliance issues that touch the loan throughout its process.

Secrets of Being a Successful Call Center Agent

Upcoming
  • Wed, October 18, 2023
  • Presented by Janice Branch
Janice Branch
$279.00

Secrets of Being a Successful Call Center Agent

Upcoming
  • Wed, October 18, 2023
  • Presented by Janice Branch

Customer Service, Deposit Accounts, Management/Employee Development, Sales, Teller

Call Centers create a competitive advantage for organizations that learn to create them well and train their agents to know what to say, what not to say, and how to sell while maximizing productivity and quality.

IRAs Part 3 - Distributions to IRA Owners and...

Upcoming
  • Thu, October 19, 2023
  • Presented by Patrice Konarik
Patrice Konarik
$279.00

IRAs Part 3 - Distributions to IRA Owners and Beneficiaries 2023

Upcoming
  • Thu, October 19, 2023
  • Presented by Patrice Konarik

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

The last three years have brought some of the most significant changes for distributions to IRA owners and beneficiaries as we've seen in the last 20 years - including the most recent IRS Notice 2023-54. When owners and beneficiaries do not take their required distribution in a timely manner, it results in IRS penalties. There are easy steps to address these distribution issues.

Facilitating & Coaching Skills for Trainers a...

Upcoming
  • Fri, October 20, 2023
  • Presented by Heather Legge
Heather Legge
$279.00

Facilitating & Coaching Skills for Trainers and Other Leaders

Upcoming
  • Fri, October 20, 2023
  • Presented by Heather Legge

Customer Service, Human Resources, Management/Employee Development, Teller

Trainers and other leaders will enjoy this tactical and practical session chock full of facilitating and coaching suggestions which can be applied immediately in a variety of situations.

CRE Lending: Cash Flow Analysis & Cap Rates

Upcoming
  • Mon, October 23, 2023
  • Presented by Richard Hamm
Richard Hamm
$279.00

CRE Lending: Cash Flow Analysis & Cap Rates

Upcoming
  • Mon, October 23, 2023
  • Presented by Richard Hamm

Commercial/Business Lending, Lending

This program covers the key variables and concepts for determining Commercial Real Estate (CRE) cash flow and transaction-level stress-testing. We'll learn that CRE cash flow involves more than earnings before interest, taxes, depreciation and amortization (EBITDA) for a debt service coverage (DSC), and that we should be using the updated cash flow to help update the underlying collateral value as part of ongoing loan monitoring. Making the connection between updated cash flow and an updated value estimate involves a capitalization (cap) rate.

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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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