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Board Secretary: Policies, Training, Regulato...

OnDemand
  • Recorded Wed, June 15, 2022
  • Presented by Dawn Kincaid
Dawn Kincaid
$195.00

Board Secretary: Policies, Training, Regulatory Requirements for Board and Senior Management

OnDemand
  • Recorded Wed, June 15, 2022
  • Presented by Dawn Kincaid

Board of Directors, Executives/Senior Management

This session will provide the information and tools needed to be a successful board secretary. It will review responsibilities and provide best practices to enhance administration of corporate governance, including establishing an agenda, delivering the board package, scribing contemporaneous meeting notes, and documenting the details in the official minutes.

IRAs Part 1: Understanding the Basics

OnDemand
  • Recorded Wed, September 01, 2021
  • Presented by Patrice Konarik
Patrice Konarik
$195.00

IRAs Part 1: Understanding the Basics

OnDemand
  • Recorded Wed, September 01, 2021
  • Presented by Patrice Konarik

IRAs

This 90 minutes Webinar will help you build the foundation of understanding IRAs by supplying you with the tools to dive into the IRA world.

Excel Made Clear: Introduction to Spreadsheets

OnDemand
  • Recorded Wed, January 12, 2022
  • Presented by David Ringstrom
David Ringstrom
$195.00

Excel Made Clear: Introduction to Spreadsheets

OnDemand
  • Recorded Wed, January 12, 2022
  • Presented by David Ringstrom

Computer Skills

This webcast is perfect for you if you’ve never worked with Excel spreadsheets or haven’t in several years. Excel expert David Ringstrom, CPA, walks you through the basics of Excel spreadsheets, providing the knowledge you need to create functional spreadsheets and manipulate large lists of data.


Hiring for the Right Fit

OnDemand
  • Recorded Wed, June 01, 2022
  • Presented by Vicki Kraai
Vicki Kraai
$195.00

Hiring for the Right Fit

OnDemand
  • Recorded Wed, June 01, 2022
  • Presented by Vicki Kraai

Human Resources, Management/Employee Development

This program will step you through the best practices of hiring for the right fit. Being intentional about training managers and supervisors on the hiring process is key to creating stellar teams.

Secrets of a Successful Call Center Agent

OnDemand
  • Recorded Wed, October 13, 2021
  • Presented by Janice Branch
Janice Branch
$195.00

Secrets of a Successful Call Center Agent

OnDemand
  • Recorded Wed, October 13, 2021
  • Presented by Janice Branch

Management/Employee Development, Customer Service

Invest in your Call Center agents by ensuring they are well-trained to handle every call with courtesy and grace.

New Year, New CFPB: What's on the Horizon?

OnDemand
  • Recorded Thu, February 24, 2022
  • Presented by Michael Christians
Michael Christians
$195.00

New Year, New CFPB: What's on the Horizon?

OnDemand
  • Recorded Thu, February 24, 2022
  • Presented by Michael Christians

Compliance, Risk Management/Legal

Join Regulatory Compliance Counsel Michael Christians for this jam-packed session outlining those actions that the "new" CFPB has already taken and those we can look forward to in 2022.


Excel Made Clear: Pivot Table Techniques

OnDemand
  • Recorded Thu, June 10, 2021
  • Presented by David Ringstrom
David Ringstrom
$195.00

Excel Made Clear: Pivot Table Techniques

OnDemand
  • Recorded Thu, June 10, 2021
  • Presented by David Ringstrom

Computer Skills

Excel expert David H. Ringstrom, CPA, teaches you pivot table basics in this comprehensive presentation. Pivot tables enable you to easily create reports from complex data, simply by using your mouse.

Introduction to ACH: The Basics

OnDemand
  • Recorded Fri, May 20, 2022
  • Presented by Kate Cole
Kate Cole
$195.00

Introduction to ACH: The Basics

OnDemand
  • Recorded Fri, May 20, 2022
  • Presented by Kate Cole

Compliance, Risk Management/Legal, Treasury Management

Wondering what ACH really is and who all the participants are? We have the answer in this class.

Dealing with Subpoenas, Summonses, Garnishmen...

OnDemand
  • Recorded Thu, February 03, 2022
  • Presented by Terri D. Thomas
Terri D. Thomas
$195.00

Dealing with Subpoenas, Summonses, Garnishments & Tax Levies

OnDemand
  • Recorded Thu, February 03, 2022
  • Presented by Terri D. Thomas

Risk Management/Legal

This webinar provides best practices when dealing with the various legal documents served on credit unions.

Note: This webinar provides information on best practices, rather than the unique features of any state's probate laws.

 

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