All Upcoming Events for CUWebinars

Business Continuity Management

Presented by Photo of Susan Orr 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

Annual BSA Officer and Staff Training

Presented by Photo of Deborah Crawford 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

Understanding Recent Changes to the CFPB's Debt Collection Rule

Presented by Photo of Molly Stull 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

Credit Analysis Basics

Presented by Photo of David Osburn 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

HMDA Reporting for 2021

Presented by Photo of Kristen Tatlock 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

ACH Rule Changes: What You Have to Look Forward to in 2021

Presented by Photo of Kate Cole 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

CTRs and SARs: Line by Line

Presented by Photo of Deborah Crawford 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

Hemp Update

Presented by Photo of Deborah Crawford 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

The Transition Away from LIBOR

Presented by Photo of Michael Christians 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

Characteristics of Strong Risk Assessments and Tools to Monitor and Report Results

Presented by Photo of Marci Malzahn 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

HR Basics for Supervisors

Presented by Photo of Jennifer Mirus 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

Are You Determined to Lead an Exceptional Branch?

Presented by Photo of Vicki Kraai 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

Dealing with Subpoenas, Summonses, Garnishments & Tax Levies

Presented by Photo of Terri D. Thomas 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

8 Keys to Teller Excellence

Presented by Photo of Janice Branch 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

Health Savings Accounts - Annual Update and Review

Presented by Photo of Patrice Konarik 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

Handling Deceased Accounts

Presented by Photo of Deborah Crawford 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

Excel Made Clear: Speed Tips

Presented by Photo of David Ringstrom 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

You're the New Supervisor! Fasten Your Seat Belt!

Presented by Photo of Karen Butcher 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

The Right of Setoff: What Does Every Credit Union Employee Need to Know?

Presented by Photo of Terri D. Thomas 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

Auditing for TRID Compliance

Presented by Photo of Kyla Dartez 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

Intro to Consumer Lending

Presented by Photo of David Osburn 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

Three Key Risk Assessments in Your ERM Program – ERM, IT, and Internal Controls

Presented by Photo of Marci Malzahn 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

Regulation CC Training for Tellers

Presented by Photo of Deborah Crawford 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

Intro to Member Business Lending

Presented by Photo of David Osburn 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

Loan Collection Tools Vital in Today’s Economy

Presented by Photo of David Osburn 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

Excel Made Clear: Pivot Table Techniques

Presented by Photo of David Ringstrom 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

Excel Made Clear: Budget Spreadsheets

Presented by Photo of David Ringstrom 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

Excel Made Clear: Building Error-Free Spreadsheets

Presented by Photo of David Ringstrom 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