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Engage Your Audience with Ease: Basic PowerPo...

OnDemand
  • Recorded Wed, April 05, 2023
  • Presented by Heather Legge
Heather Legge
$279.00

Engage Your Audience with Ease: Basic PowerPoint Tips and Tricks

OnDemand
  • Recorded Wed, April 05, 2023
  • Presented by Heather Legge

Accounting/Reporting, Commercial/Business Lending, Computer Skills, Lending, Management/Employee Development, Reporting, Trusts

Great slideshows don't need to take a lot of time and effort! Learn some essential PowerPoint tips and tricks to help you effectively present any type of information to every type of audience with more ease.

The Art of Optimal Risk Taking: Characteristi...

OnDemand
  • Recorded Tue, April 11, 2023
  • Presented by Marci Malzahn
Marci Malzahn
$279.00

The Art of Optimal Risk Taking: Characteristics of Strong Risk Assessments

OnDemand
  • Recorded Tue, April 11, 2023
  • Presented by Marci Malzahn

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

Credit Unions provide great value to the American economy. But that value comes with risks. Strategic-minded institutions do not strive to eliminate risk or even to minimize it - they strive to manage risk at the enterprise-wide level. These enterprises seek to manage risk exposure so that, at any given time, they incur just enough of the right kind of risk—no more, no less - to effectively pursue their strategic goals. This is referred to as "Optimal Risk-Taking". This webinar will take you through the characteristics of strong Risk Assessments to ensure you address key areas of your institution.

The Role of the Information Security Officer

Upcoming
  • Thu, June 01, 2023
  • Presented by Susan Orr
Susan Orr
$279.00

The Role of the Information Security Officer

Upcoming
  • Thu, June 01, 2023
  • Presented by Susan Orr

Information Technology/Security, Risk Management/Legal, Technology/Security

Who should really be the Information Security Officer? What does it mean to be the Information Security Officer today?

Demystifying Trusts: A Guide to Establishing ...

OnDemand
  • Recorded Thu, April 20, 2023
  • Presented by Terri D. Thomas
Terri D. Thomas
$279.00

Demystifying Trusts: A Guide to Establishing Deposit Account and Loans

OnDemand
  • Recorded Thu, April 20, 2023
  • Presented by Terri D. Thomas

Compliance, Customer Service, Deposit, Deposit Accounts, Lending, Trusts

This webinar will provide attendees with information on doing business with trusts, including the best practices in establishing deposit account and loan relationships.

New BSA Officer Training

Upcoming
  • Tue, July 25, 2023
  • Presented by Deborah Crawford
Deborah Crawford
$279.00

New BSA Officer Training

Upcoming
  • Tue, July 25, 2023
  • Presented by Deborah Crawford

BSA

You have been appointed as the new Bank Secrecy Officer for your bank. You now feel like a deer caught in the headlights -- what to do, where to start, who can help? Say goodbye to panic and hello to calm as we guide you through each component of the regulation, exam manual, and functions, one piece at a time.

Cyber Regulatory Compliance in 2023 – What Do...

OnDemand
  • Recorded Tue, May 09, 2023
  • Presented by Eric Chase
Eric Chase
$279.00

Cyber Regulatory Compliance in 2023 – What Do You Need to Know?

OnDemand
  • Recorded Tue, May 09, 2023
  • Presented by Eric Chase

Risk Management/Legal, Technology/Security

Since the Gramm-Leach-Bliley Act was passed in November of 1999, financial institutions in the US have been required to build and manage an Information Security Program, based on a risk assessment, that ensures the safety of confidential customer information.

Excel Explained: Pivot Tables 101

OnDemand
  • Recorded Wed, May 24, 2023
  • Presented by David Ringstrom
David Ringstrom
$279.00

Excel Explained: Pivot Tables 101

OnDemand
  • Recorded Wed, May 24, 2023
  • Presented by David Ringstrom

Accounting/Reporting, Computer Skills

Excel expert David H. Ringstrom, CPA, focuses on the basics of using Excel pivot tables in this comprehensive presentation. Pivot tables empower you to easily create reports from complex data, simply by using your mouse. David explains how to initiate a pivot table from a list of data, expand and collapse pivot table elements, dig deeper into the numbers with the Report Filter command, and much more. As is the case with many features in Excel, pivot tables have nuances that can trip you up, so David points out traps and teaches you tricks to help ensure your reports are always accurate.

IRA Basic Issues Seminar OnDemand with Live S...

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

IRA Advanced Issues Seminar OnDemand with Liv...

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