Presented By: Deborah Crawford
Thursday, July 18th, 2019 - 10:00 am Central Time Zone

Related Topics: Operations, Sales, Lending, Deposit Accounts, Management/Employee Development, Teller, Risk Management/Legal

Promo URL: https://www.CUWebinars.com/Webinar/Details/4989/?idAff=19

Presented By: Honey Shelton
This event was recorded on Thursday, February 7th, 2019.

Ramp up your leadership skills and address critical supervisory issues necessary to becoming an extraordinary supervisor.

Related Topics: Sales, Management/Employee Development

Promo URL: https://www.CUWebinars.com/Webinar/Details/4929/?idAff=19

Presented By: Janice Branch
This event was recorded on Tuesday, January 29th, 2019.

Develop alert, capable tellers who can minimize losses, follow explicit instructions and provide quality customer service.

Related Topics: Management/Employee Development, Sales

Promo URL: https://www.CUWebinars.com/Webinar/Details/4928/?idAff=19

Presented By: David Carlson
This event was recorded on Wednesday, December 5th, 2018.

Related Topics: Sales, Risk Management/Legal

Promo URL: https://www.CUWebinars.com/Webinar/Details/4908/?idAff=19

Presented By: Deborah Crawford
This event was recorded on Thursday, March 15th, 2018.

Related Topics: Teller, Deposit Accounts, Management/Employee Development, Sales, Operations, Risk Management/Legal

Promo URL: https://www.CUWebinars.com/Webinar/Details/4822/?idAff=19

Presented By: Honey Shelton
This event was recorded on Tuesday, March 13th, 2018.

Maximize the success of the new hire by providing tools and best practices you can use to create an effective onboarding process in your organization.

Related Topics: Sales, Management/Employee Development, Human Resources

Promo URL: https://www.CUWebinars.com/Webinar/Details/4840/?idAff=19

Presented By: Janice Branch
This event was recorded on Tuesday, February 6th, 2018.

Develop alert, capable tellers who can minimize losses, follow explicit instructions and provide quality customer service.

Related Topics: Management/Employee Development, Sales, Risk Management/Legal

Promo URL: https://www.CUWebinars.com/Webinar/Details/4829/?idAff=19

Presented By: Deborah Crawford
This event was recorded on Wednesday, November 15th, 2017.

This program is an A-Z on account ownership and documentation. It is a must for anyone who opens or manages new accounts.

Related Topics: Risk Management/Legal, Management/Employee Development, Deposit Accounts, Sales

Promo URL: https://www.CUWebinars.com/Webinar/Details/4782/?idAff=19

Presented By: Bonnie Newsome
This event was recorded on Thursday, October 12th, 2017.

This session will address the compliance requirements and best practices for complaint resolution.

Related Topics: Risk Management/Legal, Compliance, Sales

Promo URL: https://www.CUWebinars.com/Webinar/Details/4792/?idAff=19

Presented By: Deborah Crawford
This event was recorded on Wednesday, September 6th, 2017.

This program will focus on the personal account issues of closing accounts and taking off signers in this complex world.

Related Topics: Sales, Deposit Accounts, Management/Employee Development, Risk Management/Legal

Promo URL: https://www.CUWebinars.com/Webinar/Details/4783/?idAff=19

Presented By: Michael Glover
This event was recorded on Wednesday, August 30th, 2017.

Part three of the four part series on HSAs will review difficult HSA issues regarding eligibility requirements, employer contributions, excess contribution issues, prohibited transactions, and reporting.

Related Topics: Sales, Risk Management/Legal, Management/Employee Development

Promo URL: https://www.CUWebinars.com/Webinar/Details/4773/?idAff=19

Presented By: Deborah Crawford
This event was recorded on Tuesday, August 22nd, 2017.

During this program we will examine the impact of FATCA, the new forms and 1042S reporting to the IRS. We will also look at acceptable forms of identification and Bank Secrecy Act issues in your Customer Identification Programs and due diligence.

Related Topics: Sales, Deposit Accounts, Management/Employee Development, Risk Management/Legal

Promo URL: https://www.CUWebinars.com/Webinar/Details/4781/?idAff=19

Presented By: Michael Glover
This event was recorded on Wednesday, August 9th, 2017.

Part two of the four part series will help you understand the fundamentals of HSAs and basic HSA compliance rules.

Related Topics: Management/Employee Development, Risk Management/Legal, Sales

Promo URL: https://www.CUWebinars.com/Webinar/Details/4772/?idAff=19

Presented By: Michael Glover
This event was recorded on Thursday, July 20th, 2017.

Part one of the four part series, this course offers insight into the HSA market—including its growth, the prospects for future growth, and the reasons behind it all.

Related Topics: Sales, Risk Management/Legal, Management/Employee Development

Promo URL: https://www.CUWebinars.com/Webinar/Details/4771/?idAff=19

Presented By: Ascensus
This event was recorded on Thursday, July 20th, 2017.

Attend this four part series for all of the information you need on Health Savings Accounts.

Related Topics: Management/Employee Development, Risk Management/Legal, Sales

Promo URL: https://www.CUWebinars.com/Webinar/Details/4774/?idAff=19

Presented By: Deborah Crawford
This event was recorded on Tuesday, July 11th, 2017.

Attend this program to hear about the new Reg CC amendments!

Related Topics: Sales, Deposit Accounts, Risk Management/Legal, Management/Employee Development

Promo URL: https://www.CUWebinars.com/Webinar/Details/4787/?idAff=19

Presented By: Deborah Crawford
This event was recorded on Thursday, June 22nd, 2017.

Learn the safe way to handle checks and be sure that you and your financial institution can be protected from loss on the negotiable instruments. 

Related Topics: Management/Employee Development, Risk Management/Legal, Sales, Deposit Accounts

Promo URL: https://www.CUWebinars.com/Webinar/Details/4776/?idAff=19

Presented By: Deborah Crawford
This event was recorded on Tuesday, June 6th, 2017.

Learn about checks, IRAs, deposit ownership, trusts, UTMA, affidavits of heirship and other complex issues that can occur when a member dies.

Related Topics: Deposit Accounts, Sales, Risk Management/Legal, Management/Employee Development

Promo URL: https://www.CUWebinars.com/Webinar/Details/4777/?idAff=19

Presented By: Janice Branch
This event was recorded on Thursday, May 25th, 2017.

Develop alert, capable tellers who can minimize losses, follow explicit instructions and provide quality customer service.

Related Topics: Management/Employee Development, Risk Management/Legal, Sales

Promo URL: https://www.CUWebinars.com/Webinar/Details/4724/?idAff=19

Presented By: Carl Pry
This event was recorded on Monday, May 22nd, 2017.

If your institution attends at least 5 webinars per year, a webinar subscription package is a no-brainer!

Related Topics: Risk Management/Legal, Sales, IRAs, Compliance, Human Resources, BSA, Deposit Accounts, Management/Employee Development, Lending

Promo URL: https://www.CUWebinars.com/Webinar/Details/2520/?idAff=19

Presented By: Jack Kasel
This event was recorded on Monday, May 22nd, 2017.

Become more effective at the early steps in the sales process so you can shorten the sales cycle, eliminate stalls and "think it overs" at the closing table, and close more business.

Related Topics: Sales

Promo URL: https://www.CUWebinars.com/Webinar/Details/4767/?idAff=19

Presented By: J.T. Turner
This event was recorded on Wednesday, March 8th, 2017.

This webinar will focus on the customer service aspects of Call Centers.

Related Topics: Sales

Promo URL: https://www.CUWebinars.com/Webinar/Details/4732/?idAff=19

Presented By: Paul Cullen & Mike Glover
This event was recorded on Friday, February 17th, 2017.

This webinar will provide an interesting and unique perspective on the Top 10 IRA issues facing financial organizations today.

Related Topics: Risk Management/Legal, Sales, IRAs

Promo URL: https://www.CUWebinars.com/Webinar/Details/4755/?idAff=19

Presented By: Alex Cole
This event was recorded on Monday, February 13th, 2017.

This webinar will introduce a proven process for searching, interviewing, hiring and on-boarding bankers and other financial sales people.

Related Topics: Sales

Promo URL: https://www.CUWebinars.com/Webinar/Details/4768/?idAff=19

Presented By: Deborah Crawford
This event was recorded on Thursday, February 9th, 2017.

This webinar will cover standard trust-opening procedures and many questions that arise as trusts and account holder situations change.

Related Topics: Risk Management/Legal, Management/Employee Development, Sales, Deposit Accounts

Promo URL: https://www.CUWebinars.com/Webinar/Details/4734/?idAff=19

Presented By: Paul Cullen & Mike Glover
This event was recorded on Tuesday, January 31st, 2017.

This webinar will discuss rollovers and transfers as well as direct and indirect rollovers and will also touch on designated Roth account assets.

Related Topics: IRAs, Sales, Risk Management/Legal

Promo URL: https://www.CUWebinars.com/Webinar/Details/4754/?idAff=19

Presented By: Paul Cullen & Mike Glover
This event was recorded on Tuesday, January 24th, 2017.

These sessions will provide a comprehensive review of Roth and Traditional IRAs including rollovers, transfers and the most recent issues institutions face regarding IRAs.

Related Topics: IRAs, Sales, Risk Management/Legal

Promo URL: https://www.CUWebinars.com/Webinar/Details/4756/?idAff=19

Presented By: Stacy Torkelson & Ryan Przybilla
This event was recorded on Tuesday, January 24th, 2017.

For those who are new to IRAs or need a refresher, this webinar provides the fundamentals of Traditional and Roth IRAs.

Related Topics: Risk Management/Legal, Sales, IRAs

Promo URL: https://www.CUWebinars.com/Webinar/Details/4753/?idAff=19

Presented By: Kristen Tatlock
This event was recorded on Wednesday, January 11th, 2017.

This session will provide an overview of Reg. E's current provisions.

Related Topics: Compliance, Sales, Risk Management/Legal

Promo URL: https://www.CUWebinars.com/Webinar/Details/4723/?idAff=19

Presented By: Kristen Tatlock
This event was recorded on Wednesday, January 11th, 2017.

These sessions will provide a comprehensive review of Regulation E and its provisions.

Related Topics: Compliance, Sales, Risk Management/Legal

Promo URL: https://www.CUWebinars.com/Webinar/Details/4752/?idAff=19

Presented By: Honey Shelton
This event was recorded on Tuesday, January 10th, 2017.

Maximize the success of the new hire by providing tools and best practices you can use to create an effective onboarding process in your organization.

Related Topics: Management/Employee Development, Human Resources, Sales

Promo URL: https://www.CUWebinars.com/Webinar/Details/4722/?idAff=19

Presented By: Deborah Crawford
This event was recorded on Thursday, November 17th, 2016.

During this program we will examine the impact of FATCA, the new forms and 1042S reporting to the IRS. We will also look at acceptable forms of identification and Bank Secrecy Act issues in your Customer Identification Programs and due diligence. More →

Related Topics: Risk Management/Legal, Management/Employee Development, Sales

Promo URL: https://www.CUWebinars.com/Webinar/Details/4714/?idAff=19

Presented By: Jack Kasel
This event was recorded on Monday, November 14th, 2016.

This webinar will help you by focusing on how the major performance factors may be affecting your selling success.

Related Topics: Sales

Promo URL: https://www.CUWebinars.com/Webinar/Details/4708/?idAff=19

Presented By: Bruce Hull
This event was recorded on Tuesday, November 8th, 2016.

How can we proactively find ways to collect delinquent accounts, retain the loyalty of the borrowers and minimize losses? Join us for a discussion of advanced collection techniques that focus on tools and methodologies which will assist collection personnel to ... More →

Related Topics: Lending, Compliance, Sales

Promo URL: https://www.CUWebinars.com/Webinar/Details/4701/?idAff=19

Presented By: Honey Shelton
This event was recorded on Thursday, October 27th, 2016.

A one-hour webinar focused on elevating your effectiveness as a leader. The smooth and consistent operation of your branch is critical to maintaining and attracting business. 

Related Topics: Sales, Human Resources, Risk Management/Legal

Promo URL: https://www.CUWebinars.com/Webinar/Details/4705/?idAff=19

Presented By: Deborah Crawford
This event was recorded on Thursday, October 13th, 2016.

Learn about checks, IRAs, deposit ownership, trusts, UTMA, affidavits of heirship and other complex issues that can occur when a member dies.

Related Topics: Sales, IRAs, Risk Management/Legal, Management/Employee Development

Promo URL: https://www.CUWebinars.com/Webinar/Details/4711/?idAff=19

Presented By: J.T. Turner
This event was recorded on Thursday, September 29th, 2016.

This webinar will focus on the customer service aspects of Call Centers.

Related Topics: Sales

Promo URL: https://www.CUWebinars.com/Webinar/Details/4706/?idAff=19

Presented By: Jack Kasel
This event was recorded on Monday, September 19th, 2016.

This powerful webinar will share the proven best practices of top producers so you can teach and coach your team to help them become more effective and reach their sales goals.

Related Topics: Sales

Promo URL: https://www.CUWebinars.com/Webinar/Details/4707/?idAff=19

Presented By: Deborah Crawford
This event was recorded on Thursday, September 15th, 2016.

Learn what steps we must take to “know this customer” and their anticipated transactions in the account. Join us for the "how to" open a business account and comply with customer due diligence expectations.... More →

Related Topics: Sales, Management/Employee Development, Risk Management/Legal

Promo URL: https://www.CUWebinars.com/Webinar/Details/4703/?idAff=19

Presented By: Deborah Crawford
This event was recorded on Thursday, August 18th, 2016.

This program will focus on the personal account issues of closing accounts and taking off signers in this complex world.

Related Topics: Management/Employee Development, Risk Management/Legal, Sales

Promo URL: https://www.CUWebinars.com/Webinar/Details/4685/?idAff=19

Presented By: Deborah Crawford
This event was recorded on Friday, August 5th, 2016.

Learn about the three elements that apply to consumer accounts and how to address consumer issuesMore →

Related Topics: Risk Management/Legal, Management/Employee Development, Sales

Promo URL: https://www.CUWebinars.com/Webinar/Details/4704/?idAff=19

Presented By: Deborah Crawford
This event was recorded on Wednesday, July 20th, 2016.

This program will be a review of as well as update attendees on Regulation CC. We will also cover questions such as: can we place a hold on a cashier’s check? How many days can we hold checks on a new account? Does this apply to business accounts? Do we have to... More →

Related Topics: Management/Employee Development, Risk Management/Legal, Sales

Promo URL: https://www.CUWebinars.com/Webinar/Details/4683/?idAff=19

Presented By: Deborah Crawford
This event was recorded on Thursday, July 14th, 2016.

In this program, we will look at all the different types of identification and TINs to ... More →

Related Topics: Sales, Risk Management/Legal, Management/Employee Development

Promo URL: https://www.CUWebinars.com/Webinar/Details/4682/?idAff=19

Presented By: Deborah Crawford
This event was recorded on Friday, June 17th, 2016.

It’s time to implement new CDD rules for legal entities customers. This program will highlight the nuts and bolts of the new regulation issued May the 11th and what it will mean to legal entity customers.

Related Topics: Sales, Risk Management/Legal, Management/Employee Development

Promo URL: https://www.CUWebinars.com/Webinar/Details/4684/?idAff=19

Presented By: Deborah Crawford
This event was recorded on Thursday, June 9th, 2016.

n this program learn how to open, document, change signers and handle the paperwork on Limited Liability Company accounts.

Related Topics: Management/Employee Development, Risk Management/Legal, Sales

Promo URL: https://www.CUWebinars.com/Webinar/Details/4670/?idAff=19

Presented By: Zack Merrill
This event was recorded on Friday, June 3rd, 2016.

This dynamic program will help raise the bar when it comes to engaging and training new employees from the start. Wow them with a genuine interest and care in their success with your organization.

Related Topics: Sales, Human Resources, Management/Employee Development

Promo URL: https://www.CUWebinars.com/Webinar/Details/4677/?idAff=19

Presented By: Jack Kasel
This event was recorded on Monday, May 9th, 2016.

This webinar will help you become more effective at the early steps in the sales process so you can shorten the sales cycle, eliminate stalls and "think it overs" at the closing table, and close more business.

Related Topics: Sales

Promo URL: https://www.CUWebinars.com/Webinar/Details/4681/?idAff=19

Presented By: Deborah Crawford
This event was recorded on Monday, May 9th, 2016.

This webinar will cover standard trust-opening procedures and many questions that arise as trusts and account holder situations change.

Related Topics: Sales, Risk Management/Legal, Management/Employee Development

Promo URL: https://www.CUWebinars.com/Webinar/Details/4669/?idAff=19

Presented By: Honey Shelton
This event was recorded on Friday, May 6th, 2016.

This program will focus on frontline performance management - it’s the key to the employee becoming motivated and responsible.  Are you ready to learn how to work with the staff to create a performa... More →