All Webinars

 

Printable Webinar Schedule

Series

2018 Consumer Debt Series

Series

2018 IRA Series

Series

2018 Compliance Series

Series

2018 Cyber Series

Series

2018 Director Series

Series

2018 New Accounts Series

Series

2018 Call Report Series

Series

Frontline Fundamentals Series

Series

2018 Marketing Series

Sale

Emerging Leader Education: Consumer Loan Portfolio Grading: Assessing Strengths & Mitigating Weaknesses

Sale

Building a Better Board: Recruiting & Improving Your Credit Union Board

Sale

Essential HR Recordkeeping from Hiring to Firing

Sale

Creating a Social Media Policy & Strategy That Everyone Can "Like"

Sale

Emerging Leader Education: How to Avoid Lender Liability Claims: Compliance, Regulatory Issues & Best Practices

Sale

How to Handle Difficult Members: Effectively Dealing with Intimidation, Negativity & Anger

Sale

The Role of the Board in the Examination Process

Sale

12 Fundamental Audit Steps to Strengthen Internal Controls

Sale

Emerging Leader Education: Turning Credit Union Financial Statements into Useful Ratios & Trends

Sale

Expanding Loan Portfolios & Improving Loan Profitability Using Credit Migration Modeling

Sale

Advanced Endorsements: POAs, Businesses, Trusts & More

Sale

Member Complaint & Response Management

Sale

Avoiding Loss at the Teller Line

Sale

You're the New HR Officer, Now What?

Sale

Credit Union Basics for New Employees Part 1: Financial System, Deposit Operations, Lending

Sale

Collection Call Techniques: Compliant Telephone Scripts & Responses

Sale

Credit Union Basics for New Employees Part 2: Regulatory Issues, Exams, Audits

Sale

Members for Life: Creating an Effective Member Retention Plan

Sale

HR Danger Zones: Regulations, Requirements & Best Practices to Keep You Out of Trouble

Sale

Increasing Sales Now: How to Develop & Implement an Effective Internal Sales Campaign

Sale

The Essentials of Collection Law

Sale

Overseeing Credit Union Performance: The Role of Audit

Sale

Teller Development: Managing Dual Control & Cash Limits

Sale

Top 10 Ways to Improve Skills as a Supervisory Committee

Sale

Creating a Consumer Lending Machine: Products, Concepts & Strategies

Sale

The CFPB’s Four Ds of Fair Lending:
Deceptive Marketing, Debt Traps, Dead Ends & Discrimination

Sale

Outsourcing Tech Services: Regulations, Examiner Expectations & Actions for Vendor Management

Sale

Managing Absenteeism & Leaves of Absence

Sale

Prospect-to-Member Sales Techniques

Sale

Treasury Services: New Delivery & Service Models for Cash Management

Sale

Board Oversight & Responsibility for ACH Risk

Sale

Manufactured & Mobile Home Lending Standards & Eligibility: Origination, Underwriting & Loan Closing Guidelines

Sale

Risks & Precautions for Endorsements & Other Negotiable Instruments

Sale

Understanding Letters of Credit: Rules, Responsibilities & Liabilities

Sale

15 Errors to Avoid When Conducting Internal Investigations

Sale

Saving for Education: Coverdell & College Savings Plans

Sale

REACT ⚫ ESCAPE ⚫ SURVIVE
Preparing Your Institution & Staff for an Active-Shooter Incident

Sale

Skills & Tools for Improving Teller Performance

Sale

Recognizing & Responding to Elder Fraud: What Every Staff Member Should Know

Sale

Rewarding & Retaining the Best Employees

Sale

Asset-Liability Management Overview

Sale

Identifying Fraudulent Transactions: Including Recent FinCEN Advisory on Email Fraud Schemes

Sale

Auditing Call Reports

Sale

Military Lending Act: Exam Procedure Changes, Post-Implementation Considerations & FAQs

Sale

The Board Evaluation Process: Steps, Tools & More

Sale

Human Resource Dos & Don’ts for Supervisors

Sale

Managing TDRs Start to Finish: Initial Identification to Rewriting to Non-TDR Status

Sale

What the Board Needs to Know About Vendor Management

Sale

Communicating in a Crisis: How to Protect Your Reputation & Brand

Sale

Report Writing for Auditors: Tips, Tools & Best Practices

Recorded
Webinar

Managing & Mitigating Data Breaches: Fraud, Forensics & Incident Response

Recorded
Webinar

Cost-Effective Strategies to Enforce Creditor Rights in Consumer Bankruptcies

Recorded
Webinar

CFPB’s TRID Amendments: Understanding the Clarifications & New Expectations

Recorded
Webinar

When a Depositor Dies: Next Steps & Best Practices

Recorded
Webinar

Regulation E Series:
Auditing for Regulation E Compliance

Recorded
Webinar

HMDA-LAR Changes Part 1: Procedures & Tools for Capturing the New Data Fields, Effective January 1, 2018

Recorded
Webinar

Account Documentation Series:
Accepting Powers-of-Attorney on Deposit Accounts

Recorded
Webinar

ACH Specialist Series:
Federal Government ACH Payments: Reclamations & Garnishments

Recorded
Webinar

Director Series:
Required Compliance for the Board & Senior Management

Recorded
Webinar

Avoiding Employee Job Misclassification Issues: Getting It Right!

Recorded
Webinar

OFAC Sanctions Compliance: Update, Expectations & Best Practices

Recorded
Webinar

Robbery Preparedness for All Staff

Recorded
Webinar

HMDA-LAR Changes Part 2: Completing New Fields with No Predefined Codes, Effective January 1, 2018

Recorded
Webinar

Conducting a Collections Risk Assessment

Recorded
Webinar

BSA Compliance Series:
Job-Specific BSA Compliance for Lenders

Recorded
Webinar

New Security Officer Training: Responsibilities, Best Practices & Skill-Building Tools

Recorded
Webinar

Critical HMDA Issues for HELOC Applications & Coverage Changes for Commercial Lenders, Effective January 1, 2018

Recorded
Webinar

All About 1099 Reporting Part 2: Forms 1099-INT & 1099-MISC: Vendor Payments, Prizes & Interest on Deposit Accounts

Recorded
Webinar

Risk Management Series:
ACH Risk Management & Assessment: Risks, Controls & Ratings

Recorded
Webinar

Real Estate Series:
Mortgage Loan Disclosure Timing Issues

Recorded
Webinar

The ALLL with TDRs & Foreclosed Assets

Recorded
Webinar

Preparation Plan for CDD Changes to Beneficial Ownership Rules: Effective May 11, 2018

Recorded
Webinar

Dealing with ACH Tax Refunds: Exceptions, Posting & Liabilities

Recorded
Webinar

Top Issues for 2017 HMDA Reporting: Due March 1, 2018

Recorded
Webinar

Supervisory Committee & Board Training: Accessing, Understanding & Using Call Reports

Recorded
Webinar

Loan Underwriting 101: Interviewing, Credit Reports, Debt Ratios & Regulation B

Recorded
Webinar

Board Secretary Training: Documenting Minutes, Corrections & Disagreements

Recorded
Webinar

Consumer Debt Series:
Credit Reporting & Delinquent Accounts: Disputes, Revisions, Recent Guidance & More

Recorded
Webinar

Navigating Compliance Issues for Promotions, Bonuses, Contests & Sweepstakes

Recorded
Webinar

IRA Series:
2018 IRA & HSA Update & Hot Topics

Recorded
Webinar

Preparing for a Military Lending Act Audit

Recorded
Webinar

Same Day ACH Final Phase, Effective March 15, 2018: Funds Availability Requirements

Recorded
Webinar

Compliance Series:
Job-Specific Compliance Training for the Frontline

Recorded
Webinar

Understanding Personal Tax Returns Part 1: Schedules A, B, C & D

Recorded
Webinar

Exercising the Right of Setoff on Deposit Accounts & Loans

Recorded
Webinar

Sexual Harassment at Work: Defining, Preventing & Intervening

Recorded
Webinar

Fair Lending Challenges for HMDA Data Rule Changes: Expanded Data Fields & Lending Practices

Recorded
Webinar

Cyber Series:
Emerging Technologies 2018: What Are They & Do They Matter?

Recorded
Webinar

Simplifying the Compliance Function: Tools & Checklists to Keep You on Track

Recorded
Webinar

Preparing for the New Mortgage Servicing Rules: Final Implementation Date, April 19, 2018

Recorded
Webinar

Director Series:
Directors' Role & Responsibilities When a Data Breach Occurs

Recorded
Webinar

Security Officer Reports to the Board: What is Required?

Recorded
Webinar

New Accounts Series:
Opening Consumer Accounts: Regulations, CDD & Documentation

Recorded
Webinar

Understanding Personal Tax Returns Part 2: Schedules E & F

Recorded
Webinar

CECL Rule Overview: Preparation, Planning & Data Collection

Recorded
Webinar

Supervisory Committee Overview: Rules, Regulations & Best Practices

Recorded
Webinar

New Accounts Series:
Opening Deposit Accounts for Nonprofit Organizations

Recorded
Webinar

Consumer Debt Series:
Managing Chapter 7 & 13 Consumer Bankruptcies: Special Rules, Cramdowns & Risks

Recorded
Webinar

Revisiting CDD Policies & Procedures to Include Beneficial Ownership Rule Changes Effective May 11, 2018

Recorded
Webinar

Developing & Managing Employee Performance Through Effective Recruiting, Onboarding & Coaching

Recorded
Webinar

ACH Rules Update 2018

Recorded
Webinar

Flood Insurance Compliance Review & Update 2018

Recorded
Webinar

Call Report Series:
Recent Call Report Changes & Top 10 Errors

Recorded
Webinar

Compliance & Legal Risks in Mobile Banking: Rules & Security Requirements

Recorded
Webinar

Completing the CTR Line-by-Line Effective May 28, 2018: Technical Changes, New Data Fields & Alternate Model Reporting

Recorded
Webinar

Development of Real Estate Evaluations & Validating Existing Appraisals

Recorded
Webinar

Collections & the Servicemember: From the MLA to SCRA

Recorded
Webinar

IRA Series:
IRA Overview: Traditional & Roth IRA & SEP Plans

Recorded
Webinar

Frontline Fundamentals Series:
Introduction to US Banking & the Payments System

Recorded
Webinar

Frontline Fundamentals Series:
Regulations & Compliance: The Big Picture

Recorded
Webinar

Frontline Fundamentals Series:
Essentials of Endorsements, Negotiable Instruments & Cash Handling

Recorded
Webinar

Frontline Fundamentals Series:
Delivering Member Service Excellence

Recorded
Webinar

Cyber Series:
FFIEC Cybersecurity Assessment Tool: Issues & Answers

Recorded
Webinar

BSA Special Risks: Policy, Law Enforcement & Regulator Issues

Recorded
Webinar

Dealing with Dormant Accounts, Unclaimed Property & Escheatment

Recorded
Webinar

ADA Website Compliance: Requirements, Common Issues & Litigation

Recorded
Webinar

Small Business Lending: Identifying Potential Credit Problems

Recorded
Webinar

Developing a Strong Risk Assessment for Enterprise Risk Management

Recorded
Webinar

Impact of Regulation CC Rule Changes on RDC & ACH

Recorded
Webinar

Understanding the New SAR Filing Format Requirements: Batch Submissions, Text Fields & Cyber Event Categories & Subtypes

Recorded
Webinar

How to Complete & File UCC-1 Financing Statements

Recorded
Webinar

Compliance Series:
Compliance Rules All Staff Must Know: Red Flags for Identity Theft, Bribery, Privacy & Ethical Considerations

Recorded
Webinar

Top 25 Things to Know About Reg CC Changes Before July 1, 2018

Recorded
Webinar

Newly Released Guidance on CDD Requirements Effective May 11, 2018: FinCEN FAQs

Recorded
Webinar

Residential Construction Lending: Compliance, Disbursements & More

Recorded
Webinar

Director Series:
Overseeing Credit Union Performance: The Role of Audit

Recorded
Webinar

Denied Loan Requirements: Consumer, Commercial & Real Estate

Recorded
Webinar

Handling Powers-of-Attorney & Living Trust Documents for Deposit Accounts & Loans

Recorded
Webinar

Understanding & Using Global Cash Flow in Underwriting Consumer Loans

Recorded
Webinar

Finance Charges: Getting It Right!

Recorded
Webinar

Analyzing TRID Tolerance Cures: Clarifying the Confusion

Recorded
Webinar

All You Need to Know About E-SIGN, E-Statements & E-Disclosures

Recorded
Webinar

New Accounts Series:
Opening Business Accounts: Entities, Documentation, Authority & Regulatory Requirements

Recorded
Webinar

IRA Series:
Current IRA Issues, Including Divorce, IRS Levies, Bankruptcies & Creditor Claims

Recorded
Webinar

FFIEC Third-Party Risk Guidance: Appendix J for Vendor Business Continuity Issues & More

Recorded
Webinar

Top Escrow Compliance Exam Issues, FAQs & Field Audits

Recorded
Webinar

ACH Error Resolution: Unauthorized, Authorization Revoked, or Stop Payment?

Recorded
Webinar

Consumer Debt Series:
Real Estate Loan Workouts, Deeds in Lieu, Short Sales, Foreclosures, Deficiency Judgments & Receiverships

Thursday
May 24
2018

Consumer Loan Documentation

Wednesday
May 30
2018

Increasing Fee Income Without Raising Fees

Thursday
May 31
2018

Compliance Series:
Job-Specific Compliance Training for Lenders

Tuesday
Jun 5
2018

Red Flags in Residential Appraisal Compliance

Wednesday
Jun 6
2018

Call Report Series:
Call Report Advanced Lending Schedules

Thursday
Jun 7
2018

Forgeries, Counterfeits, Fraudulent EFTs & More: Who is Liable?

Tuesday
Jun 12
2018

Overdraft Disclosure Requirements: Regulations, UDAAP & Legal Risks

Wednesday
Jun 13
2018

Cyber Series:
Beginning IT Officer Training

Thursday
Jun 14
2018

Understanding Employee Leave Policies

Monday
Jun 18
2018

Understanding the Procedural Differences Between Substitute Checks, ACH Imaged Checks & New Warranties Under Reg CC Effective July 1, 2018

Tuesday
Jun 19
2018

Safe Deposit Issues: Drilling, Unpaid Rent, Death & Unclaimed Property

Wednesday
Jun 20
2018

Reg E Requirements for Debit Card Error Resolution: Processing, Disclosure & Investigation

Thursday
Jun 21
2018

Marketing Series:
Advertising Compliance for Electronic, Website, TV & Radio Promotions

Tuesday
Jun 26
2018

Notary Essentials, Legalities & Best Practices

Wednesday
Jun 27
2018

New Accounts Series:
Opening Trust Accounts: Compliance, Documentation, Signing Authority & Deposit Insurance Issues

Thursday
Jun 28
2018

Maximizing Social Networking Platforms: Trends, Opportunities & Best Practices

Thursday
Jul 5
2018

Determining a Legal Entity for Purposes of Beneficial Ownership

Tuesday
Jul 10
2018

IRA Series:
Understanding IRA Beneficiary Designations, Death Distributions & Required Minimum Distributions

Wednesday
Jul 11
2018

Handling Federal Benefit Payments: Protections, POAs, Delinquency & Death

Thursday
Jul 12
2018

Auditing Your Loan Portfolio: Consumer, Commercial & Real Estate

Monday
Jul 16
2018

Electronic Business Records: Seven Steps for Effective & Compliant Management

Tuesday
Jul 17
2018

Marketing Series:
Developing, Maintaining & Sustaining Brand Loyalty

Wednesday
Jul 18
2018

Consumer Debt Series:
Reducing Consumer Loan & Collection Losses: Workouts, Forbearance, Restructuring & More

Thursday
Jul 19
2018

Loan Review: Consumer, Commercial & Real Estate

Wednesday
Jul 25
2018

Director Series:
Assessing Credit Risk for Directors

Thursday
Jul 26
2018

Wire Transfer Security: Regulatory Guidance, Risk Management & Monitoring

Thursday
Aug 2
2018

ACH Rules & Responsibilities for RDFIs

Tuesday
Aug 7
2018

CECL: Making Strategic Decisions Regarding Methodologies, Processes & Governance

Wednesday
Aug 8
2018

Commercial Loan Application Danger Zones

Thursday
Aug 9
2018

Cyber Series:
Expanding & Improving Your Required IT Risk Assessment Program

Tuesday
Aug 14
2018

Marketing Series:
Advertising & the New Media Mix: What's Right for Your Credit Union?

Wednesday
Aug 15
2018

Final Preparation for CFPB's TRID Amendments, Effective October 1, 2018

Thursday
Aug 16
2018

Fair Lending Comparative File Review

Tuesday
Aug 21
2018

Conducting the Annual Physical Security Review

Wednesday
Aug 22
2018

Stress Testing Your Loan Portfolio: Regulatory Expectations & Enhancing Credit Risk Management

Thursday
Aug 23
2018

New Accounts Series:
Opening Minor Accounts: Signature Cards, Access, Ownership

Tuesday
Aug 28
2018

When ACH Fraud Occurs: ODFI & RDFI Responsibilities & Liabilities

Wednesday
Aug 29
2018

Managing Provisional Credit Under Reg E

Thursday
Aug 30
2018

Compliance Series:
Regulatory Requirements for the Board & Senior Management

Wednesday
Sep 5
2018

Imaged Documents & Checks: Regulations & Legal Concerns

Thursday
Sep 6
2018

Complying with Reg Z Rules for HELOCs: Disclosure, Documentation, Statements & Maintenance

Monday
Sep 10
2018

How to Originate & Onboard a New ACH Business: Set Up, Risk Assessment, Registry, Audit & Third-Party Senders

Tuesday
Sep 11
2018

New BSA Officer Training: Requirements & Real-Life Scenarios

Thursday
Sep 13
2018

Mortgage Lender Training Part 1: Life-of-Loan Reg B Requirements, Including Application, Monitoring & Disclosures

Tuesday
Sep 18
2018

Director Series:
Board Governance Essentials

Wednesday
Sep 19
2018

Consumer Debt Series:
Maximizing Recoveries on Charged-Off Loans

Thursday
Sep 20
2018

Marketing Series:
Measuring the ROI of Your Digital Marketing Strategy

Monday
Sep 24
2018

HMDA Reporting: Lessons Learned, Common Mistakes & FAQs

Tuesday
Sep 25
2018

Vendor Outsourcing: Due Diligence, Contracts, Risks & Oversight

Wednesday
Sep 26
2018

Managing the Employment Termination Process: Before, During & After

Thursday
Sep 27
2018

Compliance Officer Training: Risk Assessments, Monitoring & Testing

Tuesday
Oct 2
2018

Call Report Series:
Call Reports & Financial Statements & Schedules B-E

Wednesday
Oct 3
2018

Proper Preparation of the TRID Loan Estimate & Closing Disclosure

Thursday
Oct 4
2018

The Fair Labor Standards Act: Dos & Don'ts of Exempt & Nonexempt Pay Issues

Tuesday
Oct 9
2018

Cyber Series:
Cyber Threats: Prevention, Detection & Response

Wednesday
Oct 10
2018

Mortgage Lender Training Part 2: Mortgage Life-of-Loan: Processing, Underwriting & Notices

Thursday
Oct 11
2018

New Accounts Series:
Opening Accounts for Nonresident Aliens

Tuesday
Oct 16
2018

IRA Series:
IRA Conversions, Recharacterizations & Excess Contributions

Wednesday
Oct 17
2018

Payment Systems Rules & Regulations for ACH, Cards, Wires & Checks

Thursday
Oct 18
2018

Understanding Title Insurance Policies, Commitments & ALTA Endorsements

Monday
Oct 22
2018

Stop Payment Versus Written Statement of Unauthorized Debit (WSUD): Which Is It?

Wednesday
Oct 24
2018

Member Business Lending: Risks, Rewards, Controls & Common Mistakes

Thursday
Oct 25
2018

Best Practices for a Successful Internal Audit

Tuesday
Oct 30
2018

Analyzing Common TRID Compliance Violations

Wednesday
Oct 31
2018

Compliance Series:
Job-Specific Compliance Training for Deposit Operations

Thursday
Nov 1
2018

Form 1099 Reporting: Third-Party Vendors, Foreclosures, Debt Forgiveness & More

Tuesday
Nov 6
2018

ACH Liabilities & Warranties for ODFIs: Reducing Your Exposure

Wednesday
Nov 7
2018

Consumer Debt Series:
Proper Repossession, Notice & Sale of Non-Real Estate Collateral

Thursday
Nov 8
2018

Lending to Churches & Other Nonprofit Organizations

Tuesday
Nov 13
2018

Mortgage Lender Training Part 3: Mortgage Life-of-Loan: Decision-Making, Appraisals, Post-Closing Requirements

Wednesday
Nov 14
2018

Compliance Series:
Robbery Preparedness: Requirements & Proven Strategies

Thursday
Nov 15
2018

Identifying Red Flags in Board Reports

Tuesday
Nov 20
2018

How to Obtain & Perfect a Security Interest in Unconventional Collateral

Tuesday
Nov 27
2018

Your Borrower Has Died: Actions to Take, Mistakes to Avoid

Wednesday
Nov 28
2018

IRA Series:
Top 10 IRA Rollover Mistakes

Thursday
Nov 29
2018

Managing & Mitigating Card-Not-Present Fraud

Tuesday
Dec 4
2018

Cyber Series:
Compliance Questions & Issues in Deploying Mobile Remote Deposit Capture

Wednesday
Dec 5
2018

Auditing for HMDA Compliance, Including New Data Collection Rules

Thursday
Dec 6
2018

Improving Teller Performance: Head Teller Development

Tuesday
Dec 11
2018

Call Report Series:
Auditing Call Reports

Wednesday
Dec 12
2018

Dealing with Joint Signers in Consumer & Real Estate Lending

Thursday
Dec 13
2018

Your Depositor Has Died: Actions to Take, Mistakes to Avoid

Tuesday
Dec 18
2018

Closing or Changing Deposit Accounts for Consumers & Businesses

Wednesday
Dec 19
2018

BSA Officer Reports to the Board

Thursday
Dec 20
2018

Handling Government ACH Payment Returns & Reclamations

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