Webinars

This comprehensive course on insider trading offers a deep dive into the complex world of securities regulation and ethical trading practices. This session will provide a thorough understanding of insider trading, its legal implications, and prevention strategies.

Despite news to the contrary, fair lending continues to be a very hot topic in 2025, even with a constant flow of new developments and expectations. Lenders continue to have important legal obligations to fulfill, and litigation is becoming more prevalent. As well, the states have begun acting to “fill in the gaps” in perceived retrenchment of enforcement. Over the past few years, we’ve seen new requirements and enhanced enforcement we must monitor.

This webinar will guide lenders and processors through easy-to-use checklists that will clarify and simplify the compliance requirements for consumer loans. Because compliance requirements vary from loan type to loan type, we’ll offer a different checklist for each type of loan (construction, real estate, dwelling secured, HPML, etc.).

The CRE Lending Training Program provides bankers with a basic understanding of commercial real estate lending concepts and techniques. Participants learn a number of objectives throughout the program, from how to recognize the risks inherent in all areas of real estate lending, how to evaluate real estate loan repayment sources, construct a basic income property cash flow, and understand basic appraisal concepts, just to name a few.

Excel expert David H. Ringstrom, CPA, teaches you pivot table basics in this comprehensive presentation. Pivot tables enable you to easily create reports from complex data, simply by using your mouse.

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

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

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.

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.