All Upcoming Events for CUWebinars

New Rules Regarding IRA Beneficiary Payouts

Presented by Photo of Patrice Konarik Patrice Konarik
Friday, March 6th, 2020 - 10:00 am Central Time Zone

The SECURE Act effective January 1, 2020 had the most substantial changes to beneficiary payouts since 2002. And, they are not necessarily in favor of the beneficiary.

Related Topics: IRAs

Best-Ever Compliance Checklist for Consumer Loans

Presented by Photo of Anne Lolley Anne Lolley
Tuesday, March 10th, 2020 - 1:30 pm Central Time Zone

It's so difficult to remember all the compliance details when processing consumer loans! In this webinar, Anne will provide credit unions with user-friendly compliance checklists designed to lead l... More →

Related Topics: Compliance, Lending, Risk Management/Legal

Motivating & Managing the Frontline

Presented by Photo of Janice Branch Janice Branch
Wednesday, March 11th, 2020 - 1:30 pm Central Time Zone

Learn how to lead your team to success! You will know how to lead by example and consistently and routinely inspire excellence. Set expectations and goals and learn how to communicate them!

Related Topics: Management/Employee Development

Teller Compliance Issues: CTRs, Reg CC and UCC 3 and 4

Presented by Photo of Deborah Crawford Deborah Crawford
Thursday, March 12th, 2020 - 10:00 am Central Time Zone

Fulfills BSA and Reg CC Annual Training Requirements. This webinar focuses on the legal issues of checks outlined in signature cards under the uniform commercial code and the holds used on transact... More →

Related Topics: Compliance, Human Resources, Teller, Management/Employee Development

Beginning Collection Techniques and Methodologies for Entry Level Collectors

Presented by Photo of Bruce Hull Bruce Hull
Friday, March 13th, 2020 - 10:00 am Central Time Zone

This webinar will discuss the knowledge, skills, tools, and techniques needed for beginning collectors/officers.

Related Topics: Compliance, Lending, Risk Management/Legal

Top 25 Safe Deposit Compliance Issues

Presented by Photo of David P. McGuinn David P. McGuinn
Wednesday, March 18th, 2020 - 10:00 am Central Time Zone

Is your safe deposit operations in compliance with all state and federal regulations?

Related Topics: Risk Management/Legal, Compliance

Alert! CTR Changes on Sole Proprietors and Legal Entities

Presented by Photo of Deborah Crawford Deborah Crawford
Monday, March 23rd, 2020 - 10:00 am Central Time Zone

The webinar will go line by line through the CTR. You will learn how to avoid pitfalls and common errors.

Related Topics: Compliance, Deposit Accounts

Opening Fiduciary Accounts

Presented by Photo of Deborah Crawford Deborah Crawford
Tuesday, March 24th, 2020 - 10:00 am Central Time Zone

POAs, Guardians, Estates, Trusts and More!

Related Topics: Deposit Accounts, Risk Management/Legal

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

Presented by Photo of Terri D. Thomas Terri D. Thomas
Wednesday, March 25th, 2020 - 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.

Related Topics: Risk Management/Legal, Compliance

Fair Lending Laws and Regulations

Presented by Photo of Michael Christians Michael Christians
Thursday, March 26th, 2020 - 1:30 pm Central Time Zone

Join Regulatory Compliance Counsel Michael Christians as he walks webinar participants through the requirements of the Equal Credit Opportunity Act, Fair Housing Act, Home Mortgage Disclosure Act, ... More →

Related Topics: Compliance, Lending

Treasury Management: A Powerful Tool to Increase Deposits and Fee Income

Presented by Photo of Marci Malzahn Marci Malzahn
Tuesday, March 31st, 2020 - 1:30 pm Central Time Zone

You will walk away from this course with a deeper knowledge of Treasury Management, learn to conduct risk assessments on new products, and learn strategies to in... More →

Related Topics: Operations, Sales, Executive/Director

Advanced Collection Techniques That Reduce Delinquency & Loss

Presented by Photo of Bruce Hull Bruce Hull
Thursday, April 2nd, 2020 - 10:00 am Central Time Zone

Attend a discussion on the tools and methodologies of advanced collection techniques.

Related Topics: Compliance, Lending, Risk Management/Legal

Introduction to ACH

Presented by Photo of Kate Cole Kate Cole
Friday, April 3rd, 2020 - 10:00 am Central Time Zone

The ACH product has been around for a long time and it’s easy to get complacent with it.

Related Topics: Compliance, Risk Management/Legal

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

Presented by Photo of Marci Malzahn Marci Malzahn
Monday, April 6th, 2020 - 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

Key Strategies to Attract and Retain Members

Presented by Photo of Bryan Easley Bryan Easley
Tuesday, April 7th, 2020 - 1:30 pm Central Time Zone

People switch financial institutions for a variety of reasons, with up to 15% of households and businesses changing banking providers in any given year.

Related Topics: Sales, Operations, Executive/Director

Common Check Scams

Presented by Photo of Deborah Crawford Deborah Crawford
Thursday, April 9th, 2020 - 10:00 am Central Time Zone

This webinar will look to help your frontline protect your members and your financial institution from common check scams.

Related Topics: Risk Management/Legal, Compliance, Teller

Auditing for TRID Compliance

Presented by Photo of Kyla Dartez Kyla Dartez
Wednesday, April 15th, 2020 - 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

Lending 101

Presented by Photo of Anne Lolley Anne Lolley
Monday, April 20th, 2020 - 1:30 pm Central Time Zone

In this unique webinar, Anne Lolley will provide an overview of federal compliance laws.

Related Topics: Compliance, Lending, Risk Management/Legal

Top 50 Most Important Safe Deposit Operating Procedures

Presented by Photo of David P. McGuinn David P. McGuinn
Thursday, April 23rd, 2020 - 10:00 am Central Time Zone

This webinar covers the nuts and bolts of safe deposit operations and the recommended day-to-day operating procedures for your institution.

Related Topics: Security, Operations, Risk Management/Legal, Compliance

CFPB Anticipated Rulemaking for 2020

Presented by Photo of Michael Christians Michael Christians
Tuesday, April 28th, 2020 - 1:30 pm Central Time Zone

Join Regulatory Compliance Counsel Michael Christians for this 90-minute discussion on what awaits your financial institution from a regulatory compliance perspective.

Related Topics: Compliance, Auditing

BSA Exam Hot Spots 2020

Presented by Photo of Deborah Crawford Deborah Crawford
Wednesday, April 29th, 2020 - 10:00 am Central Time Zone

During this webinar we will focus on the hot spots of your BSA program.

Related Topics: Compliance, BSA

DIY Core Systems Selections and RFPs

Presented by Photo of Charlie Kelly Charlie Kelly
Wednesday, May 6th, 2020 - 10:00 am Central Time Zone

We'll discuss ways to organize your internal selection process, improve your RFP, score your vendor-prospects and give each vendor a legitimate shot at winning your business.

Related Topics: Risk Management/Legal, Executive/Director

ACH Origination for Credit Unions

Presented by Photo of Kate Cole Kate Cole
Thursday, May 7th, 2020 - 1:30 pm Central Time Zone

Are you new to the operations area of the credit union? Is ACH Origination a new product for you?

Related Topics: Compliance, Risk Management/Legal

Excel Made Clear: Budget Spreadsheets

Presented by Photo of David Ringstrom David Ringstrom
Tuesday, May 12th, 2020 - 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

Secrets of a Successful Call Center Agent

Presented by Photo of Janice Branch Janice Branch
Wednesday, May 13th, 2020 - 10:00 am 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, Customer Service

Implementing Regulation CC Changes

Presented by Photo of Deborah Crawford Deborah Crawford
Thursday, May 14th, 2020 - 10:00 am Central Time Zone

The Consumer Financial Protection Bureau and the Federal Reserve Board jointly published amendments to Regulation CC that implement a statutory requirement to adjust for inflation the amount of fun... More →

Related Topics: Compliance, Lending