Presented by Susan Orr
Friday, January 22nd, 2021 - 10:00 am Central Time Zone
The FFIEC released a complete re-write of the Business Continuity Planning booklet back in November 2019 titled Business Continuity Management.
Related Topics: Compliance, Risk Management/Legal, Security
Presented by Deborah Crawford
Tuesday, January 26th, 2021 - 10:00 am Central Time Zone
The front line is our eyes and ears on the ground. The front line is tellers, new accounts, lenders, branch managers and everyone who interacts with a customer.
Related Topics: Compliance, BSA, Risk Management/Legal
Presented by Molly Stull
Wednesday, January 27th, 2021 - 1:30 pm Central Time Zone
This webinar will help you prepare for the November 30, 2021 mandatory compliance date and a must for preventing conduct that violates the prohibition on harassing, oppressive, or abusive actions d... More →
Related Topics: Compliance, Lending, Auditing
Presented by David Osburn
Thursday, January 28th, 2021 - 10:00 am Central Time Zone
The webinar will cover the basics of the three (3) main areas of credit union lending- consumer, mortgage, and member business loans (commercial loans). Each of the three areas will be illustrated ... More →
Related Topics: Lending
Presented by Kristen Tatlock
Tuesday, February 2nd, 2021 - 10:00 am Central Time Zone
There have been many changes to Regulation C since Dodd-Frank, the most recent in Spring 2020.
Related Topics: Compliance
Presented by Kate Cole
Wednesday, February 3rd, 2021 - 10:00 am Central Time Zone
Join us for this class to ensure compliance. Bring your 2021 ACH Rule Book and we'll make sure you are comfortable with the changes. We'll also take a look at what happened last year, as a refreshe... More →
Related Topics: Compliance, Risk Management/Legal, Operations
Presented by Deborah Crawford
Thursday, February 4th, 2021 - 10:00 am Central Time Zone
One of the most detailed webinars on CTRs and SARs you may ever attend. We will go line-by-line through the instructions and follow up with very detailed examples.
Related Topics: Compliance, BSA
Presented by Deborah Crawford
Tuesday, February 9th, 2021 - 10:00 am Central Time Zone
USDA Issued Regulations! FinCEN excluded Hemp from definition of marijuana! Are you ready for Hemp Members? Learn how to bank hemp growers and hemp businesses if legal in your state. Hemp Growers... More →
Related Topics: Compliance, Lending
Presented by Michael Christians
Wednesday, February 10th, 2021 - 10:00 am Central Time Zone
Publication of the LIBOR index is not guaranteed beyond 2021. Many financial institutions tie their adjustable rate mortgage loans, home equity lines of credit and/or credit cards to this index. Wh... More →
Related Topics: Compliance, Lending
Presented by Marci Malzahn
Thursday, February 11th, 2021 - 10:00 am Central Time Zone
Join us and learn characteristics of strong Risk Assessments as our presenter will share her experience in developing an enterprise-wide process to conduct Risk Assessments in a practical, sustaina... More →
Related Topics: Risk Management/Legal, Compliance, COVID-19
Presented by Jennifer Mirus
Wednesday, February 17th, 2021 - 10:00 am Central Time Zone
This webinar will provide your managers with a valuable and easy to understand overview of key HR concepts and laws, and will give them practical information and tools they can use to avoid legal p... More →
Related Topics: Human Resources, Management/Employee Development
Presented by Vicki Kraai
Friday, February 19th, 2021 - 10:00 am Central Time Zone
This real-world webinar looks at what an exceptional branch looks like and how to obtain that coveted status. The agenda includes what gets in the way of realizing your goals and ideas on what you ... More →
Related Topics: Human Resources, Management/Employee Development
Presented by Terri D. Thomas
Tuesday, February 23rd, 2021 - 10:00 am Central Time Zone
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 uniqu... More →
Related Topics: Risk Management/Legal
Presented by Janice Branch
Thursday, February 25th, 2021 - 1:30 pm Central Time Zone
The Eight Keys to Teller Excellence webinar is designed to develop alert, capable tellers who can minimize losses, follow explicit instructions, and provide quality member service.
Related Topics: Sales, Management/Employee Development, Teller
Presented by Patrice Konarik
Friday, February 26th, 2021 - 10:00 am Central Time Zone
Health Savings Accounts were signed into law over 15 years ago and they still seem to generate more questions than answers. It is pretty amazing the rampant abuse has not disqualified this product.... More →
Related Topics: IRAs
Presented by Deborah Crawford
Tuesday, March 2nd, 2021 - 10:00 am Central Time Zone
Your member passed away and the family is grieving. Yet, in the midst of all the remembering and honoring of a life, the legal and compliance clock is ticking. In most states, checks can be paid fo... More →
Related Topics: Deposit Accounts, Risk Management/Legal
Presented by David Ringstrom
Wednesday, March 3rd, 2021 - 1:30 pm Central Time Zone
This enlightening webcast presented by David Ringstrom, CPA, will empower you to quickly accomplish tasks that might currently be taking you several minutes or even hours to complete. David explain... More →
Related Topics: Computer Skills
Presented by Karen Butcher
Wednesday, March 10th, 2021 - 10:00 am Central Time Zone
This program will ramp up leadership skills and address critical supervisory issues necessary to become an extraordinary supervisor.
Related Topics: Management/Employee Development, Human Resources
Presented by Terri D. Thomas
Tuesday, March 16th, 2021 - 10:00 am Central Time Zone
The Right of Setoff is a complicated, but very effective tool for collecting debts owed to a credit union.
Note: This webinar provides information on best practices, rather than the unique ... More →
Related Topics: Risk Management/Legal, Compliance
Presented by Kyla Dartez
Wednesday, March 17th, 2021 - 10:00 am Central Time Zone
This session will provide a step-by-step guide to reviewing LEs and CDs for accuracy and timeliness, and will address common errors and not-so-common scenarios that we’ve encountered.
Related Topics: Compliance, Risk Management/Legal, Auditing, Lending
Presented by David Osburn
Thursday, March 18th, 2021 - 10:00 am Central Time Zone
The webinar will cover the basics of consumer lending including the consumer loan function, marketing consumer loans, and making consumer lending decisions based on the five (5) C’s of credit- capa... More →
Related Topics: Lending
Presented by Marci Malzahn
Thursday, March 18th, 2021 - 1:30 pm Central Time Zone
This webinar will first take you through a step-by-step process to develop strong Risk Assessments to address key areas of your institution.
Related Topics: Risk Management/Legal, Executive/Director
Presented by Deborah Crawford
Tuesday, March 23rd, 2021 - 10:00 am Central Time Zone
Regulation CC is the regulation governing the availability of funds for transaction accounts and the holds which financial institutions can place on checks. This regulation was passed in 1988 and c... More →
Related Topics: Compliance, Deposit Accounts, Risk Management/Legal
Presented by David Osburn
Wednesday, April 7th, 2021 - 10:00 am Central Time Zone
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 product... More →
Related Topics: Lending
Presented by David Osburn
Thursday, May 27th, 2021 - 1:30 pm Central Time Zone
This webinar covers negotiation, technical, and management tools in collecting problem loans. The negotiation process will include “human factors” while the technical skills will include “business ... More →
Related Topics: Lending
Presented by David Ringstrom
Thursday, June 10th, 2021 - 1:30 pm Central Time Zone
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 mou... More →
Related Topics: Computer Skills
Presented by David Ringstrom
Tuesday, August 10th, 2021 - 1:30 pm Central Time Zone
Excel expert David Ringstrom, CPA, shows you how to create resilient and effective budget spreadsheets in this illuminating presentation. He shares helpful techniques, such as how to separate input... More →
Related Topics: Computer Skills
Presented by David Ringstrom
Monday, November 8th, 2021 - 1:30 pm Central Time Zone
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 spreadsheet... More →
Related Topics: Computer Skills