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Are You Determined to Lead an Exceptional Bra...

OnDemand
  • Recorded Fri, April 08, 2022
  • Presented by Vicki Kraai
Vicki Kraai
$195.00

Are You Determined to Lead an Exceptional Branch?

OnDemand
  • Recorded Fri, April 08, 2022
  • Presented by Vicki Kraai

Human Resources, Management/Employee Development

Leading an Exceptional Branch is every branch manager's goal, right? Unless the branch manager is burned out, burned up, or not well prepared.

Board Secretary: Policies, Training, Regulato...

OnDemand
  • Recorded Wed, June 15, 2022
  • Presented by Dawn Kincaid
Dawn Kincaid
$195.00

Board Secretary: Policies, Training, Regulatory Requirements for Board and Senior Management

OnDemand
  • Recorded Wed, June 15, 2022
  • Presented by Dawn Kincaid

Board of Directors, Executives/Senior Management

This session will provide the information and tools needed to be a successful board secretary. It will review responsibilities and provide best practices to enhance administration of corporate governance, including establishing an agenda, delivering the board package, scribing contemporaneous meeting notes, and documenting the details in the official minutes.

Introduction to ACH: The Basics

OnDemand
  • Recorded Fri, May 20, 2022
  • Presented by Kate Cole
Kate Cole
$195.00

Introduction to ACH: The Basics

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

Compliance, Risk Management/Legal, Treasury Management

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


Writing Effective SAR Narratives

OnDemand
  • Recorded Tue, October 19, 2021
  • Presented by Kristen Tatlock
Kristen Tatlock
$195.00

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.

Best-Ever Compliance Checklist for Consumer L...

OnDemand
  • Recorded Thu, January 27, 2022
  • Presented by Anne Lolley
Anne Lolley
$195.00

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.

Intro to Member Business Lending

OnDemand
  • Recorded Mon, April 18, 2022
  • Presented by David Osburn
David Osburn
$195.00

Intro to Member Business Lending

OnDemand
  • Recorded Mon, April 18, 2022
  • Presented by David Osburn

Lending

This webinar covers the basics of Member Business Lending (commercial lending). The training session will begin with a brief overview of “conventional” commercial lending versus SBA lending products.


IRAs Part 1: Understanding the Basics

OnDemand
  • Recorded Wed, September 01, 2021
  • Presented by Patrice Konarik
Patrice Konarik
$195.00

IRAs Part 1: Understanding the Basics

OnDemand
  • Recorded Wed, September 01, 2021
  • Presented by Patrice Konarik

IRAs

This 90 minutes Webinar will help you build the foundation of understanding IRAs by supplying you with the tools to dive into the IRA world.

Dealing with Subpoenas, Summonses, Garnishmen...

OnDemand
  • Recorded Thu, February 03, 2022
  • Presented by Terri D. Thomas
Terri D. Thomas
$195.00

Dealing with Subpoenas, Summonses, Garnishments & Tax Levies

OnDemand
  • Recorded Thu, February 03, 2022
  • Presented by Terri D. Thomas

Risk Management/Legal

This webinar provides best practices when dealing with the various legal documents served on credit unions.

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

Excel Made Clear: Building Error-Free Spreads...

OnDemand
  • Recorded Mon, November 08, 2021
  • Presented by David Ringstrom
David Ringstrom
$195.00

Excel Made Clear: Building Error-Free Spreadsheets

OnDemand
  • Recorded Mon, November 08, 2021
  • Presented by David Ringstrom

Computer Skills

In this valuable webcast, Excel expert David Ringstrom, CPA, shares a variety of tricks and techniques you can use to improve the accuracy of your Excel spreadsheets. To help you create spreadsheets that are free of errors, David demonstrates how to implement Excel features and functions, such as the Hide and Protect feature, the Conditional Formatting feature, the VLOOKUP function, the SUBTOTAL function, and others.

 

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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