All Webinars

 

Printable Webinar Schedule

WEBINAR SERIES

Series

2021 Job-Specific BSA Series

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Series

2021 New Accounts Series

Series

2020 Risk Officer Series

Series

2021 Collection Series

Series

2021 Credit Analyst Series

Series

2021 E-SIGN Series

Series

2021 Flood Series

Series

2021 Remote Workforce Series

Series

Alphabet Soup Series for Lenders

Series

Frontline Fundamentals Series

ALL WEBINARS

Monday
May 17
2021

Unpacking NCUA’s Joint Ownership Rule: New-Found Flexibility on Share Accounts

Tuesday
May 18
2021

Developments in Mergers & Acquisitions

Wednesday
May 19
2021

Surviving a TRID Compliance Exam

Thursday
May 20
2021

Residential Appraisal Reviews from Start to Finish

Tuesday
May 25
2021

Collection Series: The Virtual World of Collections

Wednesday
May 26
2021

Handling W-9s, W-8BENs & IRS Mismatches

Thursday
May 27
2021

Marketing in 2021: Virtual Relationships & the New Consumer

Tuesday
Jun 1
2021

Handling Subpoenas, Summonses, Garnishments & Levies

Thursday
Jun 3
2021

Call Report Fundamentals for New Preparers & Reviewers

Tuesday
Jun 8
2021

Financial Literacy Part 1: How to Identify 7 Credit Union Risks Using Financial Statements

Wednesday
Jun 9
2021

Collection Series: Troubled Debt Restructuring in the COVID Economy

Thursday
Jun 10
2021

Introduction to SBA Lending

Monday
Jun 14
2021

UDAAP & Consumer Protection: Heightened Scrutiny Under a New Administration

Tuesday
Jun 15
2021

FinCEN SAR Advisory Update & Handling Increasing Fraud

Wednesday
Jun 16
2021

Wire Transfer Compliance: Domestic & International

Thursday
Jun 17
2021

Credit Analyst Series: Advanced Financial Statement Analysis

Wednesday
Jun 23
2021

Collection Series: Managing Mortgage Delinquency

Wednesday
Jun 30
2021

e-Everything: Compliance in an Online Environment

Wednesday
Jul 7
2021

Avoiding the Top 10 HELOC Compliance Mistakes

Thursday
Jul 8
2021

Business Writing Boot Camp, Including Critique of Your Own Writing Sample

Monday
Jul 12
2021

Fair Credit Reporting Compliance

Tuesday
Jul 13
2021

Capital Adequacy & Risk: Regulator Expectations for the Board

Wednesday
Jul 14
2021

Legal Issues of Checks

Thursday
Jul 15
2021

Navigating Compliance Issues for Promotions, Bonuses, Contests & Sweepstakes

Tuesday
Jul 20
2021

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

Wednesday
Jul 21
2021

Regulation E Compliance with ACH Payments

Thursday
Jul 22
2021

Job-Specific BSA Series: Job-Specific BSA Training for Operations Staff

Wednesday
Jul 28
2021

IRA Beneficiary Designations, Death Distributions & Required Minimum Distributions

Thursday
Jul 29
2021

Credit Analyst Series: Credit Fundamentals for the New Credit Analyst

Tuesday
Aug 3
2021

Comparing Regulation E with Visa & Mastercard Rules

Wednesday
Aug 4
2021

The TRID Dirty Dozen: Navigating the Landmines

Thursday
Aug 5
2021

New Accounts Series: Regulatory Alphabet for Deposit Accounts

Tuesday
Aug 10
2021

New ACH Meaningful Modernization Rules Effective September 17, 2021

Wednesday
Aug 11
2021

Credit Analyst Series: Debt Service Coverage Calculations in Underwriting

Thursday
Aug 12
2021

Handling POAs & Living Trust Documents on Deposit Accounts & Loans

Monday
Aug 16
2021

Credit Risk Management First Aid Kit

Tuesday
Aug 17
2021

Record Retention: What to Keep and Why!

Wednesday
Aug 18
2021

Critical CIP & CDD Issues: Compliance, Beneficial Ownership & FAQs

Thursday
Aug 19
2021

Maximizing Cyber Security Soundness & Minimizing Incidents

Tuesday
Aug 24
2021

Financial Literacy Part 2: How to Interpret Key Ratios, Risks & Reporting

Wednesday
Aug 25
2021

Survey Says! The Top 10 Reasons Businesses Move Their Accounts

Thursday
Aug 26
2021

Job-Specific BSA Series: Job-Specific BSA Training for the Frontline

Monday
Aug 30
2021

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

Tuesday
Aug 31
2021

Dealing with Difficult Members: 5 Foolproof Techniques

Wednesday
Sep 1
2021

Call Report Loan Classifications & Basic Lending Schedules

Thursday
Sep 2
2021

Dormant Accounts, Unclaimed Property & Escheatment

Wednesday
Sep 8
2021

New Accounts Series: 20 Legal Types of Accounts: Ownership, Documentation & CIP

Thursday
Sep 9
2021

ACH Payment Reclamations & Garnishments

Monday
Sep 13
2021

Effective Management of Credit Report Disputes: ACDVs, AUDs & Joint Credit

Tuesday
Sep 14
2021

Job-Specific BSA Series: Job-Specific BSA Training for Lenders

Wednesday
Sep 15
2021

Completing the CTR Line-by-Line

Thursday
Sep 16
2021

Fiduciary Responsibilities of New & Experienced Directors

Monday
Sep 20
2021

Foreclosure & Repossession Compliance & Limitations

Tuesday
Sep 21
2021

Bankruptcy for Lenders: Chapter 11 & Subchapter V, The Small Business Reorganization Act

Wednesday
Sep 22
2021

New Accounts Series: Business Account Documentation

Thursday
Sep 23
2021

Hot Topics in Social Media Engagement for Credit Unions

Tuesday
Sep 28
2021

HMDA Reporting Part 1: Application Basics

Wednesday
Sep 29
2021

Understanding TRID Tolerance Cures

Thursday
Sep 30
2021

Conducting In-House Evaluations: Guidance, Rules & Technological Tools

Tuesday
Oct 5
2021

Strategic Planning for Credit Unions

Wednesday
Oct 6
2021

SAR Decision-Making

Thursday
Oct 7
2021

New Accounts Series: Opening Accounts for Nonprofit Organizations

Tuesday
Oct 12
2021

Required Compliance for Commercial Loans Secured by Real Estate

Wednesday
Oct 13
2021

Denied Loan Requirements A to Z

Thursday
Oct 14
2021

Notary Compliance, Including Virtual Notarization

Tuesday
Oct 19
2021

Top 10 IRA Rollover Mistakes

Wednesday
Oct 20
2021

Reg E Investigation & Requirements for Debit Card Error Resolution

Thursday
Oct 21
2021

Job-Specific BSA Series: Job-Specific BSA Training for Senior Management & Directors

Tuesday
Oct 26
2021

Proven Prospect-to-Member Sales Techniques

Wednesday
Oct 27
2021

New Accounts Series: Adverse Action at Account Opening: Reporting & Documentation

Thursday
Oct 28
2021

HMDA Reporting Part 2: Collecting Demographic Information

Tuesday
Nov 2
2021

Robbery Prevention, Response & Resilience

Wednesday
Nov 3
2021

Mastercard Debit Card Chargebacks

Thursday
Nov 4
2021

Board Secretary Training: Documenting Minutes, Corrections & Disagreements

Tuesday
Nov 9
2021

The FFIEC’s 13 Exam Objectives for Business Continuity & Resilience

Wednesday
Nov 10
2021

New Accounts Series: Opening Accounts for Nonresident Aliens

Thursday
Nov 11
2021

HMDA Reporting Part 3: Commercial Lending Issues

Tuesday
Nov 16
2021

Completing the SAR Line-by-Line

Thursday
Nov 18
2021

1099 Reporting: Foreclosures, Repossessions & Debt Settlements

Tuesday
Nov 30
2021

IRA Overview: Traditional, Roth & SEP Plans

Wednesday
Dec 1
2021

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

Tuesday
Dec 7
2021

The Legal Side of Remote Deposit Capture: Risks & Liability

Wednesday
Dec 8
2021

Visa Debit Card Chargebacks

Thursday
Dec 9
2021

Security Officer Reports to the Board: Timing, Contents & Requirements

Wednesday
Dec 15
2021

Commercial Loan Annual Credit Review

Recorded
Webinar

10 Lessons Learned When a Borrower Dies

Recorded
Webinar

12 Key Elements of an Effective Digital Marketing Strategy

Recorded
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2020 HMDA Submission Due March 1, 2021: Challenges & Best Practices

Recorded
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2021 Cannabis Update: Legalization, Banking Issues & More

Recorded
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5 Steps to Simplify Reg E Claims

Recorded
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ACH Rules Update 2021

Recorded
Webinar

ACH Tax Refunds: What Could Go Wrong?

Sale

ADA Website Compliance: Requirements, Common Issues & Litigation

Recorded
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Advanced BSA Officer Training: In-Depth Risk Issues & Difficult Situations

Recorded
Webinar

Advanced Commercial Loan Documentation

Recorded
Webinar

Advanced SAR Training: Beyond the “Textbook”

Sale

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

Recorded
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Ag Lending Compliance, Including Industrial Hemp

Recorded
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Alert! Impact of Reg D Changes

Recorded
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Alphabet Soup Series for Lenders: Reg B & ECOA

Recorded
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Alphabet Soup Series for Lenders: Reg C & HMDA

Recorded
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Alphabet Soup Series for Lenders: Reg V & FCRA

Recorded
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Alphabet Soup Series for Lenders: Reg X & RESPA

Recorded
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Alphabet Soup Series for Lenders: Reg Z & TILA – Non-Real Estate

Recorded
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Alphabet Soup Series for Lenders: Reg Z & TILA – Real Estate

Recorded
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Annual Loan Review: Consumer, Commercial & Residential

Recorded
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Audit & COVID-19: A CFO Roadmap

Recorded
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Auditing Call Reports

Recorded
Webinar

Avoiding BSA Compliance Violations

Recorded
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Avoiding Loan Denial Mistakes

Recorded
Webinar

Avoiding the Top 5 COVID-Related Collection Mistakes

Recorded
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Banking & Lending to Cannabis Businesses: Clarifying the Confusion & Avoiding Pitfalls

Recorded
Webinar

Beginning BSA Officer: What You Need to Know on Day 1

Sale

Best Practices for Today's Credit Union Board

On-Demand
Training

Board Essentials

Recorded
Webinar

Board Governance & Credit Union Liquidity Risk Management

Recorded
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Board Reporting: Requirements, Timing, Delivery Options, Risks & Concerns

Recorded
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BSA Compliance Requirements During the COVID-19 Challenge

Recorded
Webinar

Business Accounts: Who is Authorized to Open, Close, Transact?

Recorded
Webinar

Calculating Cash Flow from Corporate Tax Returns

Recorded
Webinar

Calculating Cash Flow from S-Corporation & Partnership Tax Returns

Recorded
Webinar

Call Report 2021 Update, Including COVID's Impact & Top 10 Errors

Recorded
Webinar

CDD Update: New FinCEN FAQs & COVID’s Daily Practical Challenges

Sale

Challenges Facing Supervisory Committees

Recorded
Webinar

Collection Series: Regulatory Alphabet for Collections Compliance

Recorded
Webinar

Collection Series: Your Borrower Is Threatening Bankruptcy, Now What?

Sale

Collections & the Servicemember: From the MLA to SCRA

Recorded
Webinar

Commercial Loan: Workouts, Restructuring & Loss Mitigation

Recorded
Webinar

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

Recorded
Webinar

COVID-19 Loan Essentials: Modifications, Accommodations & Latest Regulatory Guidance

Recorded
Webinar

Credit Analyst Series: Loan Stress Testing for the Credit Analyst

Recorded
Webinar

Credit Risk Management During a Pandemic

Recorded
Webinar

Crisis Considerations for Annual & Board Meetings: Reschedule? Virtual? Cancel?

Recorded
Webinar

Current Trends in Cyber Crime & Payments Fraud

Recorded
Webinar

Debit Cards 101

Recorded
Webinar

Deposit Operations Update 2021

Recorded
Webinar

Determining Cash Flow from Personal Tax Returns Part 1: Form 1040, Schedules B & C

Recorded
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Determining Cash Flow from Personal Tax Returns Part 2: Schedules D, E & F

Sale

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

Sale

Developing, Maintaining & Sustaining Brand Loyalty

Recorded
Webinar

Dissecting Loan Loss Reserves, Including CECL Expectations

Recorded
Webinar

E-SIGN Series: 'No-Contact' Account Opening: E-SIGN Compliance

Recorded
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E-SIGN Series: E-SIGN Security & Fraud Detection

Recorded
Webinar

E-SIGN Series: The E-SIGN, BSA & CIP Compliance Trifecta

Recorded
Webinar

E-SIGN Series: Virtual Loan Document Delivery & E-SIGN Compliance

Recorded
Webinar

Effective Time Mastery: Working Smarter, Not Harder

Recorded
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Electronic & Imaged Documents: What to Keep, What to Destroy, What Holds Up in Court

Recorded
Webinar

Establishing & Amending Traditional & Roth IRAs, Including COVID-19 & SECURE Act Impacts

Recorded
Webinar

Fair Lending & COVID-19: Strategies for Maintaining Compliance

On-Demand
Training

FastClass - Frontline Microlearning Modules

Recorded
Webinar

FDCPA Changes Round 2: 12/18/2020 Final Rule on Fair Debt Collection Practices Act

Recorded
Webinar

Federal Requirements for Tech-Based Marketing: Websites, Social Media, Robo Calls & More

Recorded
Webinar

Financial Risk During Widespread Disruption: What the Board & Management Should Monitor

Recorded
Webinar

Financial Scams, Fraud & Criminal Activity During COVID-19

Recorded
Webinar

Flood Series: Commercial Flood Insurance Regulations & Compliance

Recorded
Webinar

Flood Series: Flood Compliance Beyond the Basics

Recorded
Webinar

Flood Series: Flood Forms Line-by-Line

Recorded
Webinar

Flood Series: Flood Insurance Rules, Best Practices & Liability

Recorded
Webinar

Frontline Fundamentals Series:
Delivering Member Service Excellence

Recorded
Webinar

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

Recorded
Webinar

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

Recorded
Webinar

Frontline Fundamentals Series:
Regulations & Compliance: The Big Picture

Recorded
Webinar

Global Cash Flow Analysis for Underwriters & Credit Analysts

Recorded
Webinar

Handling Formal & Informal Trust Accounts: CIP, Documentation & Compliance

Recorded
Webinar

Handling Pandemic-Related Payment Issues: Stimulus, SBA, Workers' Comp & More

Recorded
Webinar

Harassment Claims in a #MeToo World (complimentary)

Sale

Head Teller Training: Maximizing Teller Performance

Recorded
Webinar

Highlights of NCUA’s 2021 Supervisory Priorities

Recorded
Webinar

Hot IRA Issues: Divorce, IRS Levies, Creditor Claims & Misunderstood Rules

Recorded
Webinar

How to Review Legal Documents: POAs, Trusts, Guardianships, Estates & More

Recorded
Webinar

HR Dos & Don'ts in a Virtual World

Sale

Human Resource Dos & Don’ts for Supervisors

Recorded
Webinar

Incorporating Diversity & Inclusion into Your HR Policies (complimentary)

Recorded
Webinar

Increasing Remote Services During & After the Pandemic

Recorded
Webinar

Interagency Statement on Loan Modifications: Working with Borrowers Impacted by COVID-19

Recorded
Webinar

Intro to C&I Lending: Cash Flow, Collateral & Assessing Management Efficiency

Recorded
Webinar

IRA & HSA Update: Key Considerations for 2021

Recorded
Webinar

IRS Reporting Essentials: Form 1099 & Beyond

Recorded
Webinar

Leading a Remote Workforce

Recorded
Webinar

Legal Issues for Right of Setoff on Deposit Accounts & Loans

Recorded
Webinar

Legal Issues Surrounding Subpoenas & Summonses

Recorded
Webinar

Major Changes to Fair Debt Collection Practices Act

Sale

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

Sale

Mitigating a Data Breach: Forensics & Incident Response

Recorded
Webinar

Navigating the PPP Loan Forgiveness Process A-Z

Recorded
Webinar

New 2021 Nacha Rules: Impact, Analysis & Deadlines

Recorded
Webinar

New Anti-Money Laundering Act: Key Provisions & BSA Implications

Recorded
Webinar

New ATR & QM Rule Changes Effective July 1, 2021

Recorded
Webinar

New FFIEC Procedures & Pandemic Guidance for Business Continuity Management & Resilience

Recorded
Webinar

New Security Officer Training: Industry Standards & Best Practices

Recorded
Webinar

New Time Limits for ACH Warranty Claims Effective June 30, 2021

Recorded
Webinar

Overdraft Hotspots Including Regulations, Lawsuits & Guidance

Recorded
Webinar

Pandemic Preparedness: Managing Coronavirus & Other Epidemics (complimentary)

Sale

Preparing for a Military Lending Act Audit

Recorded
Webinar

Prospecting & the Pandemic: Tools for Success During COVID-19

Recorded
Webinar

Providing Provisional Credit Under Reg E

Sale

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

Recorded
Webinar

Recent Reg CC Changes: Lessons Learned & Future Outlook

Recorded
Webinar

Recruiting & Retaining Millennials, Gen Z & Nexters

Recorded
Webinar

Red Flags in Residential Appraisal Compliance

Recorded
Webinar

Reg CC Compliance & Review: Check Holds, Remote Deposit Capture & Reg D Changes

Recorded
Webinar

Remote Workforce Series: Creating or Revising Work from Home Policies

Recorded
Webinar

Remote Workforce Series: Making Work from Home Effective

Recorded
Webinar

Remote Workforce Series: Moving to the Cloud: Remote Management of Risks to Member Data

Recorded
Webinar

Remote Workforce Series: Security Compliance for Work from Home Staff

Recorded
Webinar

Remote Workforce Series: Work from Home Record Retention Rules

Recorded
Webinar

Remote Workforce Series: Work from Home Risks: How Compliance Can Limit Liability

Sale

Report Writing for Auditors: Tips, Tools & Best Practices

Recorded
Webinar

Residential Construction-Only & Construction-to-Permanent Lending: Compliance & FAQs

Sale

Rewarding & Retaining the Best Employees

Recorded
Webinar

Risk Officer Series: A Year in the Life of a Compliance Officer: Tips, Tools & Annual Requirements

Recorded
Webinar

Risk Officer Series: Advanced BSA Officer Training: Risk, Compliance & Real-Life Scenarios

Recorded
Webinar

Risk Officer Series: Risk Management Officer: Expectations & Responsibilities

Recorded
Webinar

Risk Officer Series: The 15 Worst Security Mistakes

Recorded
Webinar

Robbery: Critical Steps Before, During & After

Recorded
Webinar

Safe Deposit Issues: Delinquency, Death & Abandonment

Recorded
Webinar

SBA Lending Update 2021: Rule Changes & PPP FAQs

Sale

Sexual Harassment at Work: Defining, Preventing & Intervening

Sale

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

Recorded
Webinar

The Board's Role in Cyber Security Risk

Recorded
Webinar

The CARES Act: Impact & Implications for Credit Unions

Recorded
Webinar

The Dark Web & Your Credit Union: Impact, Risks, Strategy (complimentary)

Sale

The Only Guide to Understanding Share Insurance You’ll Ever Need

Recorded
Webinar

The Top 10 ACH Exception Handling Questions

Recorded
Webinar

The Top 10 Reasons Consumers Leave Their Financial Institution

Recorded
Webinar

Top 10 Year-End Lending Issues & FAQs

Recorded
Webinar

Top IRA SECURE Act & COVID Rule Changes for 2020 Tax Year

Recorded
Webinar

Uniform Residential Loan Application (URLA): Deadline March 1, 2021

Recorded
Webinar

Unpack NCUA’s Revised 2020 Supervisory Priorities Before Your Next Exam

Recorded
Webinar

Using Notary & Corporate Seals Accurately

Sale

Using the FPR to Improve Credit Union Performance

Recorded
Webinar

Year-End BSA Issues: FAQ Guidance, Enforcement Actions & Red Flags

Recorded
Webinar

Year-End IRA Actions: Notifications, Reporting & Monitoring, Including SECURE Act & COVID Rule Changes

Recorded
Webinar

You’re the New Board Secretary, Now What?

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