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13 results

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Handling Share Accounts at Death

Upcoming
  • Wed, August 17, 2022
  • Presented by Deborah Crawford
Deborah Crawford
$195.00

Handling Share Accounts at Death

Upcoming
  • Wed, August 17, 2022
  • Presented by Deborah Crawford

Compliance, Customer Service, Deposit Accounts, Deposit Compliance, General Compliance, Transaction Compliance

Your member passed away and the family is grieving. Yet, in the midst of all the remembering and honoring of a life, the legal and compliance clock is ticking. In most states, checks can be paid for 10 days after the date of death. However, ACH items cannot be paid once we know the member is deceased.

SARs and Cyber Crimes

Upcoming
  • Thu, August 18, 2022
  • Presented by Deborah Crawford
Deborah Crawford
$195.00

SARs and Cyber Crimes

Upcoming
  • Thu, August 18, 2022
  • Presented by Deborah Crawford

BSA, Compliance, Technology/Security, Transaction Compliance

During this webinar, we will look at what constitutes a Cyber Crime and how to report it on the Suspicious Activity Report.

Coaching Skills Bootcamp

Upcoming
  • Mon, August 22, 2022
  • Presented by Karen Butcher
Karen Butcher
$195.00

Coaching Skills Bootcamp

Upcoming
  • Mon, August 22, 2022
  • Presented by Karen Butcher

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

Managers who develop strong coaching skills inspire and encourage employees in the workplace in a way that brings out the best in others. Are you the one expected to address behavior issues in the workplace and often feel like you are not getting anywhere when you do? Is part of your job to learn how to tactfully have difficult or dreaded conversations with other people from time to time?


Managing Your ACH Exceptions and Decreasing Risk

Upcoming
  • Wed, August 24, 2022
  • Presented by Kate Cole
Kate Cole
$195.00

Managing Your ACH Exceptions and Decreasing Risk

Upcoming
  • Wed, August 24, 2022
  • Presented by Kate Cole

Compliance, Management/Employee Development

We'll discuss the timeline for handling the different exceptions. We will also address reinitiated entries rules and the return rate reporting that ODFI’s are required to do.

IRAs Part 1 - Learning the Basics

Upcoming
  • Wed, August 31, 2022
  • Presented by Patrice Konarik
Patrice Konarik
$195.00

IRAs Part 1 - Learning the Basics

Upcoming
  • Wed, August 31, 2022
  • Presented by Patrice Konarik

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

IRAs will never make sense unless you start at the beginning. The first session of this 2-Part series is designed to help you understand the essential terms, forms and IRA product differences.

IRA Accounts: 2-Part Series From Beginning to...

Upcoming
  • Wed, August 31, 2022
  • Presented by Patrice Konarik
Patrice Konarik
$355.00

IRA Accounts: 2-Part Series From Beginning to End

Upcoming
  • Wed, August 31, 2022
  • Presented by Patrice Konarik

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

IRAs will never make sense unless you start at the beginning. The first session is designed to help you understand the essential terms, forms, and IRA product differences. The second session is a necessity to keep your members on the right track to avoid IRS penalties.


Opening Minor Accounts

Upcoming
  • Thu, September 08, 2022
  • Presented by Deborah Crawford
Deborah Crawford
$195.00

Opening Minor Accounts

Upcoming
  • Thu, September 08, 2022
  • Presented by Deborah Crawford

Customer Service, Deposit Accounts, Teller

We love our minor accountholders and yet…it is sometimes hard to know what we can do and what we can’t do for those who are under age at our bank. It is always disturbing when minors have authority to transact business in the bank because in many states the minor is not responsible for his or her actions on deposit contracts.

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.

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.

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