All Upcoming Events for CUWebinars

Opening Minor Accounts - UTMAs, Joint, Guardianships, CESAs

Presented by Deborah Crawford
Tuesday, December 7th, 2021 - 10:00 am Central Time Zone

During this program, you will learn how to answer your adult account holder’s questions on how to set up accounts for grandchildren, for college, for other reasons to set up minor accounts... More →

A Year in the Life of a Compliance Office

Presented by Dawn Kincaid
Wednesday, December 8th, 2021 - 10:00 am Central Time Zone

This program will walk through a year in the life of a compliance officer, including required training, risk assessments, reviews, reports, and audits. Useful tools and a sample annual calendar fo... More →

Related Topics: Compliance, Risk Management/Legal

Controlling the Risks of Power of Attorney Documents

Presented by Terri D. Thomas
Thursday, December 9th, 2021 - 10:00 am Central Time Zone

This webinar will provide attendees with the best practices and pitfalls of dealing with power of attorney documents.

Related Topics: Risk Management/Legal, Compliance

BSA Year End Wrap Up

Presented by Deborah Crawford
Tuesday, December 14th, 2021 - 10:00 am Central Time Zone

What is new and what is pending? This program will bring 2021 into focus for those of you managing BSA and all its parts.

Using Your BIA and Data Flow Diagrams to Understand Risk

Presented by Cole Ponto
Wednesday, December 15th, 2021 - 10:00 am Central Time Zone

We'll dive in and look at building a valuable DFD. You’ll find an answer to the question “where does my data go when it leaves my network, and how is that data being protected?”

Related Topics: Risk Management/Legal, Security, Auditing

Credit Analysis Basics

Presented by David Osburn
Tuesday, January 4th, 2022 - 1:30 pm 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 →