All Upcoming Events for CUWebinars
New Rules Regarding IRA Beneficiary Payouts
Presented by 
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 
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 
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 
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 
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 
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 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 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 
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 
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 
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 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 
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 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 
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 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 
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 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 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 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 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 
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 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 
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 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 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