All Upcoming Events for CUWebinars

Managing a Successful Call Center

Presented by Photo of Janice Branch 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 Photo of Randy Phillips 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 Photo of Deborah Crawford 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 Photo of David P. McGuinn 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 Photo of Kate Cole 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 Photo of Eric Chase 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 Photo of Michael Christians 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 Photo of Kristen Tatlock 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 Photo of Kristen Tatlock 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 Photo of Dawn Kincaid 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 Photo of Kristen Tatlock 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 Photo of Marci Malzahn 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 Photo of Deborah Crawford 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 Photo of Kristen Tatlock 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 Photo of Deborah Crawford 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 Photo of Deborah Crawford 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 Photo of Kate Cole 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 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

Alert! Credit Union Penalized for Marijuana!

Presented by Photo of Deborah Crawford 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 Photo of Deborah Crawford 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 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

FCRA Compliance: E-Oscar and Metro2

Presented by Photo of Matthew Urban 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 Photo of Terri D. Thomas 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 Photo of Randy Phillips 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 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