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W-9, W-9BEN, and W-8BENE Procedures

OnDemand
  • Recorded Thu, September 22, 2022
  • Presented by Deborah Crawford
Deborah Crawford
$279.00

W-9, W-9BEN, and W-8BENE Procedures

OnDemand
  • Recorded Thu, September 22, 2022
  • Presented by Deborah Crawford

Compliance, Deposit Accounts, Deposit Compliance

The FATCA rules affecting foreign financial institutions also affects US financial institutions and your job as a withholding agent. During this program, we will do a line-by-line review of the forms and the subsequent tax reporting to the IRS.

Controlling the Risks of Power of Attorney Do...

OnDemand
  • Recorded Wed, November 30, 2022
  • Presented by Terri D. Thomas
Terri D. Thomas
$279.00

Controlling the Risks of Power of Attorney Documents

OnDemand
  • Recorded Wed, November 30, 2022
  • 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.

Overdraft Hotspots

OnDemand
  • Recorded Tue, November 08, 2022
  • Presented by Deborah Crawford
Deborah Crawford
$279.00

Overdraft Hotspots

OnDemand
  • Recorded Tue, November 08, 2022
  • Presented by Deborah Crawford

Compliance, Deposit, Deposit Accounts, Deposit Compliance, General Compliance

It's 2022 and your examiners are due at your financial institution next month. Will your bank pass the test?


January Jumpstart for Supervisors

OnDemand
  • Recorded Mon, January 09, 2023
  • Presented by Karen Butcher
Karen Butcher
$279.00

January Jumpstart for Supervisors

OnDemand
  • Recorded Mon, January 09, 2023
  • Presented by Karen Butcher

Human Resources, Management/Employee Development

As we begin a new year, it’s safe to assume that last year’s goals won’t produce the results you want for this year. There is no better time to exercise your leadership muscles, grow a healthier team, and achieve your best year yet!

What to Do When Your Customer Dies

OnDemand
  • Recorded Thu, February 23, 2023
  • Presented by Terri D. Thomas
Terri D. Thomas
$279.00

What to Do When Your Customer Dies

OnDemand
  • Recorded Thu, February 23, 2023
  • Presented by Terri D. Thomas

Collections, Commercial/Business Lending, Compliance, Deposit Accounts, Deposit Compliance, Lending Compliance

This webinar focuses on the deposit and loan issues that arise when a customer dies.

New Supervisor Essentials

OnDemand
  • Recorded Mon, February 27, 2023
  • Presented by Karen Butcher
Karen Butcher
$279.00

New Supervisor Essentials

OnDemand
  • Recorded Mon, February 27, 2023
  • Presented by Karen Butcher

Customer Service, Deposit, Deposit Accounts, Human Resources, Management/Employee Development

What do you do when you were once a teammate and now you supervise the team? How do you juggle staffing, customer service, and pressing deadlines? Address your critical supervisory issues and become an extraordinary supervisor.


ACH Basics & Refresher

OnDemand
  • Recorded Wed, March 22, 2023
  • Presented by Kate Cole
Kate Cole
$279.00

ACH Basics & Refresher

OnDemand
  • Recorded Wed, March 22, 2023
  • Presented by Kate Cole

Compliance, Risk Management/Legal, Transaction Compliance

If you are new to operations or just want to confirm you really understand ACH, then this class is for you.

Active Shooter Prevention & Response

OnDemand
  • Recorded Tue, March 28, 2023
  • Presented by Carol Dodgen
Carol Dodgen
$279.00

Active Shooter Prevention & Response

OnDemand
  • Recorded Tue, March 28, 2023
  • Presented by Carol Dodgen

Customer Service, Human Resources, Risk Management/Legal, Sales, Teller

Are you prepared for an active shooter event at your bank? Do you and your fellow employees know what to do if it happens? Don't leave these questions to chance. Attend this webinar to find out what you need to know to prevent and survive an act of violence.

Responsibilities of the Information Security ...

OnDemand
  • Recorded Tue, March 14, 2023
  • Presented by Lynda Hartup
Lynda Hartup
$279.00

Responsibilities of the Information Security Officer

OnDemand
  • Recorded Tue, March 14, 2023
  • Presented by Lynda Hartup

Auditing, Compliance, Information Technology/Security, Management/Employee Development, Risk Management/Legal, Technology/Security

Being an Information Security Officer is a big responsibility in today’s world of cyber threats and data breaches. This presentation is for those who are new to the role or have been the ISO for some time but want to review what is expected and how to be successful. As the ISO, part of your responsibility is building and maintaining the Information Security Program.

 

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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