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Writing Effective SAR Narratives

OnDemand
  • Recorded Tue, October 19, 2021
  • Presented by Kristen Tatlock
Kristen Tatlock
$279.00

Writing Effective SAR Narratives

OnDemand
  • Recorded Tue, October 19, 2021
  • Presented by Kristen Tatlock

BSA, Compliance

This session will discuss the importance of the SAR narrative and how to write narratives that tell the story in an efficient and effective way.

Opening Formal and Informal Trust Accounts

OnDemand
  • Recorded Tue, August 17, 2021
  • Presented by Deborah Crawford
Deborah Crawford
$279.00

Opening Formal and Informal Trust Accounts

OnDemand
  • Recorded Tue, August 17, 2021
  • Presented by Deborah Crawford

Deposit Accounts, Risk Management/Legal

This webinar will cover standard trust-opening procedures and many “dos and don’ts” that arise as trusts and account holder situations change.

Opening Business Accounts

OnDemand
  • Recorded Tue, July 13, 2021
  • Presented by Deborah Crawford
Deborah Crawford
$279.00

Opening Business Accounts

OnDemand
  • Recorded Tue, July 13, 2021
  • Presented by Deborah Crawford

BSA, Compliance, Deposit Accounts, Lending, Management/Employee Development

There are many types of business accounts with many different ways to do business at banking today. It can be challenging to determine who is authorized to open, close and transact business when dealing with so many business entities.


Basic Personal & Business Tax Return Analysis

OnDemand
  • Recorded Mon, August 09, 2021
  • Presented by David Osburn
David Osburn
$279.00

Basic Personal & Business Tax Return Analysis

OnDemand
  • Recorded Mon, August 09, 2021
  • Presented by David Osburn

Lending

Attend this proactive webinar and gain an understanding of the often complex and confusing topic of TAXES!

Best-Ever Compliance Checklist for Consumer L...

OnDemand
  • Recorded Thu, January 27, 2022
  • Presented by Anne Lolley
Anne Lolley
$279.00

Best-Ever Compliance Checklist for Consumer Loans

OnDemand
  • Recorded Thu, January 27, 2022
  • Presented by Anne Lolley

Compliance, Lending, Risk Management/Legal

It's so difficult to remember all the compliance details when processing consumer loans! In this webinar, Anne will provide credit unions with user-friendly compliance checklists designed to lead lenders and processors through those consumer-loan compliance requirements.

Introduction to ACH: The Basics

OnDemand
  • Recorded Fri, May 20, 2022
  • Presented by Kate Cole
Kate Cole
$279.00

Introduction to ACH: The Basics

OnDemand
  • Recorded Fri, May 20, 2022
  • Presented by Kate Cole

Compliance, Risk Management/Legal

Wondering what ACH really is and who all the participants are? We have the answer in this class.


Electronic Banking Compliance Part 1: Electro...

OnDemand
  • Recorded Wed, September 07, 2022
  • Presented by Gaye DeCesare
Gaye DeCesare
$279.00

Electronic Banking Compliance Part 1: Electronic Services Risk Mitigation

OnDemand
  • Recorded Wed, September 07, 2022
  • Presented by Gaye DeCesare

Compliance, Deposit, Risk Management/Legal

This program will review the specific consumer liability provisions of applicable regulations and required actions when investigating alleged errors under Regulation E.

Electronic Banking Compliance: 2 Part Series

OnDemand
  • Recorded Wed, September 07, 2022
  • Presented by Gaye DeCesare
Gaye DeCesare
$355.00

Electronic Banking Compliance: 2 Part Series

OnDemand
  • Recorded Wed, September 07, 2022
  • Presented by Gaye DeCesare

Compliance, Risk Management/Legal

This 2-part series will provide an in-depth look at the various risks and compliance issues that credit unions must consider when offering electronic banking services.

Managing a Successful Call Center

OnDemand
  • Recorded Thu, February 09, 2023
  • Presented by Janice Branch
Janice Branch
$279.00

Managing a Successful Call Center

OnDemand
  • Recorded Thu, February 09, 2023
  • Presented by Janice Branch

Customer Service, Human Resources, Information Technology/Security, Management/Employee Development

Almost all businesses today, have a Call Center for the convenience of assisting callers with inquiries, as well as conducting their financial business. Callers' expectations include being directed to the right person who can assist them efficiently and effectively. Come learn how to manage the processes needed for an effective Call Center and explore options on how to guide and coach agents to being the best representation of your Credit Union.

 

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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