All Upcoming Events for CUWebinars

IRAs - 4 Part Series

Presented by Patrice Konarik
Friday, September 11th, 2020 - 10:00 am Central Time Zone

Attend this series to understand everything you need to know about IRAs including rollovers, transfers, distributions and beneficiaries, and auditing.

Electronic Banking Compliance: Two-Part Series

Presented by Gaye DeCesare
Tuesday, September 15th, 2020 - 10:00 am Central Time Zone

This 2-part series will provide an in-depth look at the various risks and compliance issues that credit unions must consider when offering electronic banking services.

Related Topics: Compliance, Risk Management/Legal

Electronic Banking Compliance: ESign, Online and Mobile Banking, and Remote Deposit Capture

Presented by Gaye DeCesare
Tuesday, September 29th, 2020 - 10:00 am Central Time Zone

This session will address what credit unions are required to do to comply with the Electronic Signatures in Global and National Commerce Act (ESign). We'll also discuss disclosures and procedures n... More →

Related Topics: Compliance, Deposit Accounts

Excel Made Clear: Building Error-Free Spreadsheets

Presented by David Ringstrom
Wednesday, September 30th, 2020 - 10:00 am 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 →

Safe Deposit Vault Security & Disaster Recovery Essentials

Presented by David P. McGuinn
Wednesday, October 7th, 2020 - 10:00 am Central Time Zone

Recent safe deposit vault burglaries, devastating fires, Tropical Storms Sandy and Allison, Hurricanes Harvey, Ike, Katrina, Rita, Wilma and Andrew and damaging tornadoes, raging floods and many ot... More →

Related Topics: Risk Management/Legal, Security

Garnishment of Federal Benefit Payments

Presented by Terri D. Thomas
Tuesday, October 13th, 2020 - 10:00 am Central Time Zone

This webinar provides participants with the federal rules that are applicable when processing garnishments on accounts receiving federal benefit payments.... More →

Related Topics: Risk Management/Legal, Compliance

Handling Deceased Accounts and Checks

Presented by Deborah Crawford
Wednesday, October 14th, 2020 - 10:00 am Central Time Zone

When your account holder dies, there are usually many aspects of their life still outstanding. During this program, we will look at the checks and all the questions you get asked every day.

Related Topics: Deposit Accounts, Risk Management/Legal

Performing the ACH Audit

Presented by Kate Cole
Thursday, October 15th, 2020 - 10:00 am Central Time Zone

Spend this webinar with an ACH Auditor and hear what she looks for when performing the ACH Audit and ACH Risk Assessment.

Related Topics: Compliance, Risk Management/Legal, Auditing

IRAs - Part 3 - Distributions and Beneficiary Payouts

Presented by Patrice Konarik
Friday, October 16th, 2020 - 10:00 am Central Time Zone

On January 1, 2020, the SECURE Act became effective with some of the most sweeping distribution changes we've had to IRAs since 2002. In addition, the life expectancy tables are being updated for ... More →

Strategic Planning for Credit Unions - It's All About Your Strategy

Presented by Marci Malzahn
Tuesday, October 20th, 2020 - 1:30 pm Central Time Zone

What is your vision for the future of your credit union?

Related Topics: Operations, Risk Management/Legal

IRAs - Part 4 - Auditing your IRA Files

Presented by Patrice Konarik
Friday, October 23rd, 2020 - 10:00 am Central Time Zone

Now that you've been dropped into the IRA department without training, how do you know what to keep and what to toss as far as IRA documents go? Add on to that, your credit union just purchased an... More →

Opening Trust Accounts: Documenting Authority & Liability

Presented by Deborah Crawford
Wednesday, October 28th, 2020 - 10:00 am Central Time Zone

Many customers use trusts to plan for their estate, family, taxes, etc. This webinar will cover standard trust-opening procedures and many questions that arise as trusts and account holder situatio... More →

Related Topics: Deposit Accounts, Risk Management/Legal

HMDA: An Overview

Presented by Michael Christians
Friday, October 30th, 2020 - 10:00 am Central Time Zone

The Home Mortgage Disclosure Act (HMDA) requires certain credit unions to collect and report data in connection with their mortgage lending activities. Is your credit union compliant with the requi... More →

Related Topics: Compliance, Lending, Risk Management/Legal

Writing Effective SAR Narratives

Presented by Kristen Tatlock
Tuesday, November 3rd, 2020 - 10:00 am Central Time Zone

This session will discuss the importance of the SAR narrative and how to write narratives that tell the story in an efficient and effective way.

Writing Teller Training and Procedures

Presented by Deborah Crawford
Wednesday, November 4th, 2020 - 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

Job-Specific BSA Training for Lending Department

Presented by Dawn Kincaid
Thursday, November 5th, 2020 - 10:00 am Central Time Zone

Your lending area is busier than ever. In the midst of this chaos you are still expected to adhere to the requirements of the Bank Secrecy Act and ensure you are following your policies and procedu... More →

Related Topics: Compliance, Lending, BSA

Best-Ever Compliance Checklists for Commercial Loans

Presented by Anne Lolley
Monday, November 16th, 2020 - 1:30 pm Central Time Zone

This colorful checklist, patterned after the popular Best-Ever Consumer Checklists, will guide you through those traps and ensure compliance.

Related Topics: Compliance, Lending

Controlling the Risks of Power of Attorney Documents

Presented by Terri D. Thomas
Tuesday, November 17th, 2020 - 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

ESIGN and UETA

Presented by Deborah Crawford
Wednesday, November 18th, 2020 - 10:00 am Central Time Zone

Alert! New E Sign legislation introduced in Congress During the webinar we will cover the new bill introduced in Congress.

Related Topics: Compliance, Deposit Accounts

Thirty (30) Steps to Audit Your Safe Deposit Area

Presented by David P. McGuinn
Thursday, November 19th, 2020 - 10:00 am Central Time Zone

This webinar covers the “nuts and bolts” and the important steps that must be followed to audit your entire safe deposit function.

Related Topics: Risk Management/Legal, Security

Notary Public

Presented by Terri D. Thomas
Tuesday, December 1st, 2020 - 10:00 am Central Time Zone

The webinar provides attendees with the dos and don'ts of being a Notary Public.

Related Topics: Management/Employee Development, Risk Management/Legal

Signature Card Danger Zones

Presented by Deborah Crawford
Wednesday, December 2nd, 2020 - 10:00 am Central Time Zone

This webinar is a cost effective way to train those who open new accounts on the potential liability of signature cards that are improperly set up.

Related Topics: Deposit Accounts, Risk Management/Legal, Compliance

Error Resolution – Regulations E & Z

Presented by Jamin Carlisle
Thursday, December 3rd, 2020 - 10:00 am Central Time Zone

What happens when a member calls in and says “there are charges on my account statement that I didn’t do”? Does your credit union have a definite process for handling investigations into alleged er... More →

Related Topics: Compliance, Deposit Accounts

All Upcoming Events for CUWebinars

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