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IRA Basic Issues Seminar OnDemand with Live S...

Live Stream OnDemand
  • Recorded Tue, August 24, 2021
  • Presented by Patrice Konarik
Patrice Konarik
$995.00

IRA Advanced Issues Seminar OnDemand with Liv...

Live Stream OnDemand
  • Recorded Wed, August 25, 2021
  • Presented by Patrice Konarik
Patrice Konarik
$995.00

2 Day IRA Seminar: Basic & Advanced Issues On...

Live Stream OnDemand
  • Recorded Tue, August 24, 2021
  • Presented by Patrice Konarik
Patrice Konarik
$1,795.00

New QM Standards Under the Truth in Lending Act

OnDemand
  • Recorded Tue, May 04, 2021
  • Presented by Michael Christians
Michael Christians
$279.00

New QM Standards Under the Truth in Lending Act

OnDemand
  • Recorded Tue, May 04, 2021
  • Presented by Michael Christians

Compliance, Lending

On December 10th, the Consumer Financial Protection Bureau (CFPB) issued two final rules that make significant changes to Regulation Z's ability to repay requirements. With an effective date of July 1st, financial institutions need to start preparing now for these changes.

Writing Teller Training and Procedures

OnDemand
  • Recorded Tue, May 18, 2021
  • Presented by Deborah Crawford
Deborah Crawford
$279.00

Writing Teller Training and Procedures

OnDemand
  • Recorded Tue, May 18, 2021
  • Presented by Deborah Crawford

Compliance, Human Resources, Management/Employee Development, Teller

Your financial institution’s most precious asset is its frontline. This program will take a look at procedures for the teller.

Opening Accounts for Nonresident Aliens

OnDemand
  • Recorded Tue, May 25, 2021
  • Presented by Deborah Crawford
Deborah Crawford
$279.00

Opening Accounts for Nonresident Aliens

OnDemand
  • Recorded Tue, May 25, 2021
  • Presented by Deborah Crawford

Deposit Accounts, Lending, Management/Employee Development, Risk Management/Legal, Teller

This session will address the following questions about procedures and your bank: What does the law say about identifying nonresident aliens? What type of identification is being used around the country to open accounts? What are the proper procedures for W-8 reporting? What role does Office of Foreign Assets and Control (OFAC) play in your new accounts procedures?


Strategies for Succession Planning and Talent...

OnDemand
  • Recorded Tue, September 21, 2021
  • Presented by Marci Malzahn
Marci Malzahn
$279.00

Strategies for Succession Planning and Talent Management

OnDemand
  • Recorded Tue, September 21, 2021
  • Presented by Marci Malzahn

Compliance, Risk Management/Legal

In this webinar you will learn strategies to avoid losing your top talent, and how to establish a simple yet successful Talent Management Program, which in turn integrates into your Strategic Plan.

Performing the ACH Audit

OnDemand
  • Recorded Wed, October 27, 2021
  • Presented by Kate Cole
Kate Cole
$279.00

Performing the ACH Audit

OnDemand
  • Recorded Wed, October 27, 2021
  • 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.

Social Media Compliance and Best Practices

OnDemand
  • Recorded Wed, October 20, 2021
  • Presented by Dawn Kincaid
Dawn Kincaid
$279.00

Social Media Compliance and Best Practices

OnDemand
  • Recorded Wed, October 20, 2021
  • Presented by Dawn Kincaid

Compliance, Risk Management/Legal

In this session, we will provide best practices for developing your social media strategy and policy. In addition, we will dive into the compliance requirements, including Truth-in-Savings, Reg Z, and UDAAP.

 

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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