All Upcoming Events for CUWebinars

Coaching Effectiveness for Managers

Presented by Photo of Honey Shelton Honey Shelton
Wednesday, September 26th, 2018 - 1:30 pm Central Time Zone

Boost your expertise and your enthusiasm in this full speed ahead, highly motivating webinar designed to deliver a real-life approach to leading your branch.

Related Topics: Human Resources, Management/Employee Development

Cybercrime and the Dark Web

Presented by Photo of Chad Knutson Chad Knutson
Thursday, September 27th, 2018 - 10:00 am Central Time Zone

This session will explore the types of cybercrime affecting financial intuitions and how to counter these risks

Related Topics: Risk Management/Legal

The ACH Audit

Presented by Photo of Kate Cole Kate Cole
Friday, September 28th, 2018 - 10:00 am Central Time Zone

Join a discussion on the areas of an ACH Audit, what you're looking for when completing it and how to avoid common mistakes and violations.

Related Topics: Compliance, Risk Management/Legal

Excel Made Clear: Pivot Table Techniques

Presented by Photo of David Ringstrom David Ringstrom
Tuesday, October 2nd, 2018 - 1:30 pm Central Time Zone

Attend this webinar to learn the basics of pivot tables including how to initiate a pivot table from a list of data, expand and collapse pivot table elements, dig deeper into the numbers with the R... More →

Related Topics: Computer Skills

Crimes Against Your Member

Presented by Photo of Deborah Crawford Deborah Crawford
Tuesday, October 9th, 2018 - 10:00 am Central Time Zone

This webinar will discuss the red flags and scenarios for Elder Abuse, Identity Theft, Business Email Compromise Schemes and Human Trafficking.

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

The Secrets to Being a Great Call Center Agent

Presented by Photo of Janice Branch Janice Branch
Wednesday, October 10th, 2018 - 1:30 pm Central Time Zone

Invest in your Call Center agents by ensuring they are well-trained to handle every call with courtesy and grace.

Related Topics: Management/Employee Development

IRAs: Distributions and Beneficiaries

Presented by Photo of Patrice Konarik Patrice Konarik
Friday, October 12th, 2018 - 10:00 am Central Time Zone

Attend this program to understand everything you need to know about IRA distributions and beneficiaries.

Related Topics: IRAs

25 Vital Questions on Personal Accounts

Presented by Photo of Deborah Crawford Deborah Crawford
Thursday, October 18th, 2018 - 10:00 am Central Time Zone

This program will address 25 different questions your members might ask on their personal accounts and will give the correct answers.

Related Topics: Deposit Accounts

Member Service that Lives Up to Its Name

Presented by Photo of Janice Branch Janice Branch
Tuesday, October 23rd, 2018 - 1:30 pm Central Time Zone

This fast-paced, dynamic webinar is designed for credit unions serious about taking member service up a notch.

Related Topics: Management/Employee Development

Preventing Workplace Violence

Presented by Photo of Kristen Tatlock Kristen Tatlock
Thursday, October 25th, 2018 - 10:00 am Central Time Zone

This session will emphasize the need for revisiting your credit union's anti-harassment policy/program and provide an overview of issues to address in training for staff and volunteers.

Related Topics: Compliance, Human Resources

The Polished and Professional Teller

Presented by Photo of Janice Branch Janice Branch
Tuesday, October 30th, 2018 - 1:30 pm Central Time Zone

This webinar is designed to develop alert, capable tellers who can minimize losses, follow explicit instructions and provide quality member service.

Related Topics: Management/Employee Development

Best-Ever Compliance Checklist for Consumer Loans

Presented by Photo of Anne Lolley Anne Lolley
Thursday, November 1st, 2018 - 1:30 pm Central Time Zone

This webinar will review Anne Lolley's latest compliance checklists (one for each type of loan) specifically for credit unions.

Related Topics: Compliance, Lending, Risk Management/Legal

Commercial Loan Checklists

Presented by Photo of Anne Lolley Anne Lolley
Wednesday, November 7th, 2018 - 1:30 pm Central Time Zone

This program will guide bankers through compliance-related laws that apply to commercial loans as well as address compliance issues and best practice suggestions and reminders.

Related Topics: Compliance, Lending, Risk Management/Legal

Handling Deceased Member Accounts

Presented by Photo of Gaye DeCesare Gaye DeCesare
Tuesday, November 13th, 2018 - 10:00 am Central Time Zone

This class will address the unique handling needed for deceased member accounts.

Related Topics: Compliance, Deposit Accounts

W-9, W-8BEN and W-8BEN-E Forms

Presented by Photo of Deborah Crawford Deborah Crawford
Wednesday, November 14th, 2018 - 10:00 am Central Time Zone

This program will discuss what a US financial institution has to do from the tax reporting and documentation process to be prepared for FATCA.

Related Topics: Deposit Accounts, Risk Management/Legal

Opening Fiduciary Accounts

Presented by Photo of Deborah Crawford Deborah Crawford
Thursday, November 15th, 2018 - 10:00 am Central Time Zone

This webinar will cover the documents needed, the signature set up and managing fiduciary money.

Related Topics: Deposit Accounts, Risk Management/Legal

Your Renter Dies, Who Can Access the Box Now?

Presented by Photo of David P. McGuinn David P. McGuinn
Wednesday, November 28th, 2018 - 10:00 am Central Time Zone

This webinar will provide an in-depth explanation about how the questions outlined can impact your financial institution and your safe deposit box renters.

Related Topics: Security, Operations, Risk Management/Legal

HMDA Data - Trust but Verify

Presented by Photo of Heidi Wier Heidi Wier
Tuesday, December 4th, 2018 - 1:30 pm Central Time Zone

This webinar will focus on ways to effectively review and ensure the accuracy of your HMDA data and avoid regulatory issues and resubmissions.

Related Topics: Compliance, Lending

Increasing Fee Income without Raising Fees

Presented by Photo of David Carlson David Carlson
Wednesday, December 5th, 2018 - 10:00 am Central Time Zone

Walk away with strategies to enhance your fee revenue and keep your most profitable members longer.

Related Topics: Sales, Risk Management/Legal

Annual BSA Training for the Frontline

Presented by Photo of Deborah Crawford Deborah Crawford
Thursday, December 6th, 2018 - 10:00 am Central Time Zone

Join a discussion of the key components of BSA from the frontline point of view including new Customer Due Diligence (CDD) rules and their impact on our policy and procedures.

Related Topics: Compliance, Deposit Accounts

SAR and CTR line by line

Presented by Photo of Deborah Crawford Deborah Crawford
Thursday, December 13th, 2018 - 10:00 am Central Time Zone

The two sections of this webinar provide a line-by-line look at the SAR and CTR forms and your requirements to file. Time lines, identification, RSSDs, and exemptions will all be covered.

Related Topics: Compliance, BSA