All Upcoming Events for CUWebinars
Managing a Successful Call Center
Presented by 
Janice Branch
Thursday, April 15th, 2021 - 1:30 pm Central Time Zone
This webinar is intended to assist Call Center Managers in ensuring they have well-trained agents in the Call Center who execute their responsibilities and duties effectively.
Related Topics: Management/Employee Development
Fraud Detection and Investigation
Presented by 
Randy Phillips
Tuesday, April 20th, 2021 - 10:00 am Central Time Zone
We’ll discuss the importance of your internal culture and its impact on fraud. Learn the critical do’s and don’ts after uncovering a problem. The importance of how to ask the proper questions witho... More →
Related Topics: Security, Risk Management/Legal
Online Account Opening
Presented by 
Deborah Crawford
Tuesday, April 27th, 2021 - 10:00 am Central Time Zone
During this program we will cover all the compliance issues for opening deposit accounts online.
Related Topics: Deposit Accounts, Risk Management/Legal, Compliance
Are Safe Deposit Boxes on Their Way Out?
Presented by 
David P. McGuinn
Wednesday, April 28th, 2021 - 10:00 am Central Time Zone
This presentation provides answers for the most frequently asked “phasing out” questions and addresses the many important “Pros & Cons” for continuing or discontinuing this service.
Related Topics: Risk Management/Legal, Security
Introduction to ACH
Presented by 
Kate Cole
Thursday, April 29th, 2021 - 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
Components of a Strong Information Security Program
Presented by 
Eric Chase
Tuesday, May 4th, 2021 - 10:00 am Central Time Zone
Some of the biggest questions we hear about an ISP include: What are the major components of a modern ISP? What’s the most effective way for an ISP to be structured? How does the ISP flow together?... More →
Related Topics: Security, Operations
New QM Standards Under the Truth in Lending Act
Presented by 
Michael Christians
Tuesday, May 4th, 2021 - 1:30 pm Central Time Zone
On December 10th, the Consumer Financial Protection Bureau (CFPB) issued two final rules that make significant changes to Regulation Z's ability to repay requirements. With an effective date of Jul... More →
Related Topics: Compliance, Lending
3-Part Series for New Compliance Officers
Presented by 
Kristen Tatlock
Wednesday, May 5th, 2021 - 10:00 am Central Time Zone
This 3-part series is designed as an introduction to compliance, BSA, and auditing for New Compliance Officers.
Related Topics: Compliance, Operations, Auditing, BSA, Risk Management/Legal
Compliance 101 - Introduction to Compliance for New Compliance Officers
Presented by Kristen Tatlock
Wednesday, May 5th, 2021 - 10:00 am Central Time Zone
This session is designed to provide a new compliance officer with tools to help make the transition on their new role easier; it can also provide long-term compliance officers with a refresher on r... More →
Related Topics: Compliance, Risk Management/Legal
Wire Transfer Compliance
Presented by 
Dawn Kincaid
Tuesday, May 11th, 2021 - 10:00 am Central Time Zone
In this session we will cover the regulatory requirements for both domestic and international wires, provide sample audit procedures and discuss how to identify and react to possible wire fraud att... More →
Related Topics: Compliance, BSA, Risk Management/Legal
BSA 101 - Introduction to the Bank Secrecy Act for New BSA Compliance Officers
Presented by Kristen Tatlock
Wednesday, May 12th, 2021 - 10:00 am Central Time Zone
This session will provide new BSA Compliance Officers with information on the laws and rules, as well as guidance on resources that can help make their jobs easier.
Related Topics: Compliance, Operations, BSA, Risk Management/Legal
Treasury Management: A Powerful Tool to Increase Deposits and Fee Income
Presented by 
Marci Malzahn
Thursday, May 13th, 2021 - 1:30 pm Central Time Zone
During this basic course, we will review all the Treasury Management products and services that are available in the market. You will learn about the new products, technology, and authentication me... More →
Related Topics: Operations, Sales, Executive/Director
Writing Teller Training and Procedures
Presented by Deborah Crawford
Tuesday, May 18th, 2021 - 10:00 am Central Time Zone
Your financial institution’s most precious asset is its frontline. This program will take a look at procedures for the teller.
Related Topics: Compliance, Human Resources, Teller, Management/Employee Development
Conducting a Compliance Audit/Review
Presented by Kristen Tatlock
Wednesday, May 19th, 2021 - 10:00 am Central Time Zone
This webinar will provide an overview of the tools and resources available for conducting a compliance review as well as areas to review and questions to ask.
Related Topics: Compliance, Operations, Auditing, Risk Management/Legal
(FREE) Proving the ROI of Training Programs
Presented by Deborah Crawford
Thursday, May 20th, 2021 - 1:00 pm Central Time Zone
In this webinar, we’ll share tips for measuring the success of your training programs in order to prove the ROI.
Related Topics: Compliance, BSA, Risk Management/Legal, Auditing, Human Resources, Management/Employee Development, COVID-19
Opening Accounts for Nonresident Aliens
Presented by Deborah Crawford
Tuesday, May 25th, 2021 - 10:00 am Central Time Zone
This session will address the following questions about procedures and your bank: What does the law say about identifying nonresident aliens? What type of identification is being used around the co... More →
Related Topics: Operations, Lending, Teller, Deposit Accounts, Management/Employee Development, Risk Management/Legal
ACH Origination for Credit Unions
Presented by Kate Cole
Wednesday, May 26th, 2021 - 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
Loan Collection Tools Vital in Today’s Economy
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
Alert! Credit Union Penalized for Marijuana!
Presented by Deborah Crawford
Tuesday, June 1st, 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
ESIGN and UETA for Deposits
Presented by Deborah Crawford
Tuesday, June 8th, 2021 - 10:00 am Central Time Zone
During the webinar we will cover the new bill introduced in Congress. E-SIGN currently requires consumers to reasonably demonstrate that they can access documents electronically before they can rec... More →
Related Topics: Compliance, Deposit Accounts
Excel Made Clear: Pivot Table Techniques
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
FCRA Compliance: E-Oscar and Metro2
Presented by 
Matthew Urban
Tuesday, June 22nd, 2021 - 10:00 am Central Time Zone
This informative ninety (90) minute webinar will cover the basics of proper credit reporting and how best to respond to consumer credit reporting disputes.
Related Topics: Compliance, Lending, Deposit Accounts
What To Do When Your Member Dies
Presented by 
Terri D. Thomas
Tuesday, June 29th, 2021 - 10:00 am Central Time Zone
This webinar provides best practices for a credit union that is dealing with a member's death.
Related Topics: Risk Management/Legal
The ABCs of Robbery Prevention
Presented by Randy Phillips
Wednesday, July 14th, 2021 - 10:00 am Central Time Zone
Join us as we take you through the alphabet of tactics, decisions, and deterrents that will help decrease your institution’s likelihood of being robbed.
Related Topics: Security, Risk Management/Legal
Excel Made Clear: Budget Spreadsheets
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
Excel Made Clear: Building Error-Free Spreadsheets
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