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

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

Collection Call Techniques: Compliant Telephone Scripts & Responses

Sale

Members for Life: Creating an Effective Member Retention Plan

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

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

Sale

Financial Literacy for Directors Part 1: Introduction to Key Risk Components at a Credit Union

Sale

Financial Literacy for Directors Part 2: How to Interpret Key Ratios & Financial Statements

Recorded
Webinar
1/17/18

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

Recorded
Webinar
1/23/18

IRA Series:
2018 IRA & HSA Update & Hot Topics

Recorded
Webinar
1/30/18

Compliance Series:
Job-Specific Compliance Training for the Frontline

Recorded
Webinar
1/31/18

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

Recorded
Webinar
2/1/18

Exercising the Right of Setoff on Deposit Accounts & Loans

Recorded
Webinar
2/2/18

Sexual Harassment at Work: Defining, Preventing & Intervening

Recorded
Webinar
2/6/18

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

Recorded
Webinar
2/7/18

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

Recorded
Webinar
2/8/18

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

Recorded
Webinar
2/14/18

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

Recorded
Webinar
2/15/18

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

Recorded
Webinar
2/21/18

Security Officer Reports to the Board: What is Required?

Recorded
Webinar
2/22/18

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

Recorded
Webinar
2/27/18

Understanding Personal Tax Returns Part 2: Schedules E & F

Recorded
Webinar
2/28/18

CECL Rule Overview: Preparation, Planning & Data Collection

Recorded
Webinar
3/1/18

Supervisory Committee Overview: Rules, Regulations & Best Practices

Recorded
Webinar
3/6/18

New Accounts Series:
Opening Deposit Accounts for Nonprofit Organizations

Recorded
Webinar
3/7/18

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

Recorded
Webinar
3/8/18

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

Recorded
Webinar
3/13/18

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

Recorded
Webinar
3/14/18

ACH Rules Update 2018

Recorded
Webinar
3/15/18

Flood Insurance Compliance Review & Update 2018

Recorded
Webinar
3/20/18

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

Recorded
Webinar
3/21/18

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

Recorded
Webinar
3/22/18

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

Recorded
Webinar
3/27/18

Development of Real Estate Evaluations & Validating Existing Appraisals

Recorded
Webinar
3/28/18

Collections & the Servicemember: From the MLA to SCRA

Recorded
Webinar
3/29/18

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

Recorded
Webinar
4/2/18

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

Recorded
Webinar
4/2/18

Frontline Fundamentals Series:
Regulations & Compliance: The Big Picture

Recorded
Webinar
4/2/18

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

Recorded
Webinar
4/2/18

Frontline Fundamentals Series:
Delivering Member Service Excellence

Recorded
Webinar
4/3/18

Cyber Series:
FFIEC Cybersecurity Assessment Tool: Issues & Answers

Recorded
Webinar
4/4/18

BSA Special Risks: Policy, Law Enforcement & Regulator Issues

Recorded
Webinar
4/5/18

Dealing with Dormant Accounts, Unclaimed Property & Escheatment

Recorded
Webinar
4/9/18

ADA Website Compliance: Requirements, Common Issues & Litigation

Recorded
Webinar
4/10/18

Small Business Lending: Identifying Potential Credit Problems

Recorded
Webinar
4/11/18

Developing a Strong Risk Assessment for Enterprise Risk Management

Recorded
Webinar
4/12/18

Impact of Regulation CC Rule Changes on RDC & ACH

Recorded
Webinar
4/16/18

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

Recorded
Webinar
4/17/18

How to Complete & File UCC-1 Financing Statements

Recorded
Webinar
4/18/18

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

Recorded
Webinar
4/19/18

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

Recorded
Webinar
4/23/18

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

Recorded
Webinar
4/24/18

Residential Construction Lending: Compliance, Disbursements & More

Recorded
Webinar
4/25/18

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

Recorded
Webinar
4/26/18

Denied Loan Requirements: Consumer, Commercial & Real Estate

Recorded
Webinar
5/1/18

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

Recorded
Webinar
5/2/18

Understanding & Using Global Cash Flow in Underwriting Consumer Loans

Recorded
Webinar
5/3/18

Finance Charges: Getting It Right!

Recorded
Webinar
5/8/18

Analyzing TRID Tolerance Cures: Clarifying the Confusion

Recorded
Webinar
5/9/18

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

Recorded
Webinar
5/10/18

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

Recorded
Webinar
5/15/18

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

Recorded
Webinar
5/16/18

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

Recorded
Webinar
5/17/18

Top Escrow Compliance Exam Issues, FAQs & Field Audits

Recorded
Webinar
5/22/18

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

Recorded
Webinar
5/23/18

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

Recorded
Webinar
5/24/18

Consumer Loan Documentation

Recorded
Webinar
5/30/18

Increasing Fee Income Without Raising Fees

Recorded
Webinar
5/31/18

Compliance Series:
Job-Specific Compliance Training for Lenders

Recorded
Webinar
6/5/18

Red Flags in Residential Appraisal Compliance

Recorded
Webinar
6/6/18

Call Report Series:
Call Report Advanced Lending Schedules

Recorded
Webinar
6/7/18

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

Recorded
Webinar
6/12/18

Overdraft Disclosure Requirements: Regulations, UDAAP & Legal Risks

Recorded
Webinar
6/13/18

Cyber Series:
Beginning IT Officer Training

Recorded
Webinar
6/14/18

Understanding Employee Leave Policies

Recorded
Webinar
6/18/18

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

Recorded
Webinar
6/19/18

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

Recorded
Webinar
6/20/18

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

Recorded
Webinar
6/21/18

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

Recorded
Webinar
6/26/18

Notary Essentials, Legalities & Best Practices

Recorded
Webinar
6/27/18

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

Recorded
Webinar
6/28/18

Maximizing Social Networking Platforms: Trends, Opportunities & Best Practices

Recorded
Webinar
7/5/18

Determining a Legal Entity for Purposes of Beneficial Ownership

Recorded
Webinar
7/10/18

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

Recorded
Webinar
7/11/18

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

Recorded
Webinar
7/12/18

Auditing Your Loan Portfolio: Consumer, Commercial & Real Estate

Recorded
Webinar
7/16/18

Electronic Business Records: Seven Steps for Effective & Compliant Management

Recorded
Webinar
7/17/18

Marketing Series:
Developing, Maintaining & Sustaining Brand Loyalty

Recorded
Webinar
7/18/18

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

Recorded
Webinar
7/19/18

Loan Review: Consumer, Commercial & Real Estate

Recorded
Webinar
7/25/18

Director Series:
Assessing Credit Risk for Directors

Recorded
Webinar
7/26/18

Wire Transfer Security: Regulatory Guidance, Risk Management & Monitoring

Recorded
Webinar
8/1/18

Regulatory Relief Act (S. 2155): Changes & Impacts to Credit Unions

Recorded
Webinar
8/2/18

ACH Rules & Responsibilities for RDFIs

Recorded
Webinar
8/3/18

GDPR: What Is It & Should Your Financial Institution Be Concerned??

Recorded
Webinar
8/7/18

CECL: Making Strategic Decisions Regarding Methodologies, Processes & Governance

Recorded
Webinar
8/8/18

Commercial Loan Application Danger Zones

Recorded
Webinar
8/9/18

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

Recorded
Webinar
8/14/18

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

Recorded
Webinar
8/15/18

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

Wednesday
Sep 12
2018

Placing Reg CC Holds Compliantly & With Confidence: Clarifying the Confusion

Thursday
Sep 13
2018

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

Monday
Sep 17
2018

Handling Business Account Transactions: Dos, Don’ts & Best Practices

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

Friday
Sep 28
2018

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

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

Monday
Oct 15
2018

Handling Subpoenas, Summonses, Garnishments & Levies

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

Monday
Nov 5
2018

Board Secretary Basics: Agendas, Meeting Records & Board Package Assembly

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

Monday
Nov 19
2018

Cash Management: How Sales, Operations & Technology Can Collaborate to Generate More Fee Income

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

Monday
Dec 3
2018

Managing the Force-Placed Insurance Process

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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We provide credit union webinars on compliance, lending, regulations, security, operations, new accounts, collections, fraud, security & other topics. For more information on credit union education and online training opportunities, join our mailing list.