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Appraisal Reviews: What to Look For

OnDemand
  • Recorded Thu, July 15, 2021
  • Presented by Dawn Kincaid
Dawn Kincaid
$195.00

Appraisal Reviews: What to Look For

OnDemand
  • Recorded Thu, July 15, 2021
  • Presented by Dawn Kincaid

Compliance, Auditing

A thorough appraisal review is essential to your underwriting process. In this session we will review a sample appraisal and evaluation and identify what you need to look for and what may cause you concern.

Strategic Planning for Credit Unions - It's A...

OnDemand
  • Recorded Mon, August 30, 2021
  • Presented by Marci Malzahn
Marci Malzahn
$195.00

Strategic Planning for Credit Unions - It's All About Your Strategy

OnDemand
  • Recorded Mon, August 30, 2021
  • Presented by Marci Malzahn

Risk Management/Legal, Operations

Your credit union is unique so your Strategic Plan should be unique as well. Too often, executives and directors will construct a strategic plan from old plans, strategies found online or just brainstorming based on emotion or intuition. Financial services, however, has become a much faster-paced industry than it was 15 or 20 years ago and is impacted by many more forces, challenges, competitors, and opportunities than ever before. These drivers highlight the need for every credit union to have a living, breathing strategic plan to thrive and grow.

Opening Minor Accounts - UTMAs, Joint, Guardi...

OnDemand
  • Recorded Tue, December 07, 2021
  • Presented by Deborah Crawford
Deborah Crawford
$195.00

Opening Minor Accounts - UTMAs, Joint, Guardianships, CESAs

OnDemand
  • Recorded Tue, December 07, 2021
  • Presented by Deborah Crawford

Deposit Accounts

During this program, you will learn how to answer your adult account holder’s questions on how to set up accounts for grandchildren, for college, for other reasons to set up minor accounts.


Controlling the Risks of Power of Attorney Do...

OnDemand
  • Recorded Thu, December 09, 2021
  • Presented by Terri D. Thomas
Terri D. Thomas
$195.00

Controlling the Risks of Power of Attorney Documents

OnDemand
  • Recorded Thu, December 09, 2021
  • Presented by Terri D. Thomas

Compliance, Risk Management/Legal

This webinar will provide attendees with the best practices and pitfalls of dealing with power of attorney documents.

A Year in the Life of a Compliance Office

OnDemand
  • Recorded Wed, December 08, 2021
  • Presented by Dawn Kincaid
Dawn Kincaid
$195.00

A Year in the Life of a Compliance Office

OnDemand
  • Recorded Wed, December 08, 2021
  • Presented by Dawn Kincaid

Compliance, Risk Management/Legal

This program will walk through a year in the life of a compliance officer, including required training, risk assessments, reviews, reports, and audits. Useful tools and a sample annual calendar for compliance officers will be provided.

Using Your BIA and Data Flow Diagrams to Unde...

OnDemand
  • Recorded Wed, December 15, 2021
  • Presented by Cole Ponto
Cole Ponto
$195.00

Using Your BIA and Data Flow Diagrams to Understand Risk

OnDemand
  • Recorded Wed, December 15, 2021
  • Presented by Cole Ponto

Risk Management/Legal, Security, Auditing

We'll dive in and look at building a valuable DFD. You’ll find an answer to the question “where does my data go when it leaves my network, and how is that data being protected?”


Credit Analysis Basics

OnDemand
  • Recorded Tue, January 04, 2022
  • Presented by David Osburn
David Osburn
$195.00

Credit Analysis Basics

OnDemand
  • Recorded Tue, January 04, 2022
  • Presented by David Osburn

Lending

The webinar will cover the basics of the three (3) main areas of credit union lending- consumer, mortgage, and member business loans (commercial loans). Each of the three areas will be illustrated with real life “case studies.”

IRA Update - Information and Clarification

OnDemand
  • Recorded Thu, January 20, 2022
  • Presented by Patrice Konarik
Patrice Konarik
$195.00

IRA Update - Information and Clarification

OnDemand
  • Recorded Thu, January 20, 2022
  • Presented by Patrice Konarik

IRAs

The year 2020 had some of the most substantial changes to IRAs as we've seen in over 15 years - including age changes for contributions and distributions as well as shortened payout for most nonspouse beneficiaries. This informational Webinar will teach you everything you know about handling all these changes and communicating them to your members.

Active Shooter: Prevention & Response

OnDemand
  • Recorded Tue, January 25, 2022
  • Presented by Carol Dodgen
Carol Dodgen
$195.00

Active Shooter: Prevention & Response

OnDemand
  • Recorded Tue, January 25, 2022
  • Presented by Carol Dodgen

Risk Management/Legal

In this fast-moving session, we will cover the history of these events, current statistics, pre-event planning, and best practices. We will also delve into the active shooter’s mindset, identify commonalities among cases, and reveal how what you observe and report before an incident can often prevent events altogether.

 

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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