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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.

Maximizing Utilization of the SBA 7(a) Loan G...

OnDemand
  • Recorded Tue, September 12, 2023
  • Presented by Michael Ryan
Michael Ryan
$179.00

Excel Explained: Creating Interactive Spreads...

OnDemand
  • Recorded Mon, May 09, 2022
  • Presented by David Ringstrom
David Ringstrom
$279.00

Excel Explained: Creating Interactive Spreadsheets

OnDemand
  • Recorded Mon, May 09, 2022
  • Presented by David Ringstrom

Accounting/Reporting, Computer Skills

When you attend this live presentation, you’ll learn from Excel expert David Ringstrom, CPA, how to implement multiple techniques to create spreadsheets that are interactive, accurate, and user friendly. He demonstrates how to use a variety of Excel’s form controls and features to control the data input of other users, simplify data entry, preserve key formulas, minimize spreadsheet maintenance, and more.


Creating the Right ERM Program for Your Credi...

OnDemand
  • Recorded Thu, February 02, 2023
  • Presented by Marci Malzahn
Marci Malzahn
$279.00

Creating the Right ERM Program for Your Credit Union

OnDemand
  • Recorded Thu, February 02, 2023
  • Presented by Marci Malzahn

Auditing, BSA, Compliance, General Compliance, Information Technology/Security, Risk Management/Legal, Technology/Security

Are you creating your first ERM Program for your credit union? Do you want to ensure your current program is complete, yet keep it simple? If yes to either question, this webinar is for you!

Avoiding Check Fraud Liability: From Preventi...

OnDemand
  • Recorded Tue, March 21, 2023
  • Presented by Terri D. Thomas
Terri D. Thomas
$279.00

Avoiding Check Fraud Liability: From Prevention to Loss Allocation

OnDemand
  • Recorded Tue, March 21, 2023
  • Presented by Terri D. Thomas

Deposit, Risk Management/Legal, Teller

This webinar provides attendees with tips to avoid check fraud losses, as well as an overview of the laws that apply to loss allocation when check fraud occurs.

Elevate Your Presentation's Impact By Boostin...

OnDemand
  • Recorded Fri, September 29, 2023
  • Presented by Heather Legge
Heather Legge
$279.00

Elevate Your Presentation's Impact By Boosting Your Moxie!

OnDemand
  • Recorded Fri, September 29, 2023
  • Presented by Heather Legge

Learn practical tips to deliver more powerful business presentations or training sessions by projecting more confidence in the room and on camera.


Manage Your Sales Pipeline so it is Not a Pip...

OnDemand
  • Recorded Fri, September 15, 2023
  • Presented by Dan Fischer
Dan Fischer
$179.00

Manage Your Sales Pipeline so it is Not a Pipe Dream

OnDemand
  • Recorded Fri, September 15, 2023
  • Presented by Dan Fischer

Commercial/Business Lending, Lending, Management/Employee Development, Mortgage Lending, Sales

Can you trust that the opportunities in your sales team’s pipeline are real? The pipeline should be an accurate indicator of future revenue, but more often than not, it is nothing more than a wish list or a pipe dream.

Fair Lending for the Frontline

OnDemand
  • Recorded Wed, April 06, 2022
  • Presented by Jamin Carlisle
Jamin Carlisle
$279.00

Fair Lending for the Frontline

OnDemand
  • Recorded Wed, April 06, 2022
  • Presented by Jamin Carlisle

BSA, Compliance

This session covers the regulations that deal with fair lending - Regulation B, Regulation C, and the Fair Housing Act - as well as "best practices" highlighted by the NCUA.

The Right of Setoff: What Does Every Credit U...

OnDemand
  • Recorded Thu, April 21, 2022
  • Presented by Terri D. Thomas
Terri D. Thomas
$279.00

The Right of Setoff: What Does Every Credit Union Employee Need to Know?

OnDemand
  • Recorded Thu, April 21, 2022
  • Presented by Terri D. Thomas

Compliance, Risk Management/Legal

The Right of Setoff is a complicated, but very effective tool for collecting debts owed to a credit union.

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

 

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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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