Frontline & New Accounts Webinars

 

Printable Webinar Schedule

Series

Frontline Fundamentals Series

Series

2019 Teller Training Series

Series

2019 ACH Specialist Series

Series

2019 BSA Series

Series

2019 IRA Series

Series

2019 Regulation E Series

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
1/8/19

Teller Training Series: Compliance Training for the Frontline

Recorded
Webinar
1/31/19

Teller Training Series: Frontline Fraud Prevention: Stopping Fraud at the Teller Line

Recorded
Webinar
2/12/19

Teller Training Series: Risks & Precautions for Endorsements & Other Negotiable Instruments

Recorded
Webinar
2/27/19

ACH Specialist Series: ACH Dispute Resolution

Recorded
Webinar
3/4/19

Banking Marijuana-Related Businesses

Recorded
Webinar
3/11/19

Teller Training Series: Cross Selling: The Key to Accountholder Satisfaction & Retention

Recorded
Webinar
4/3/19

UDAAP: Consumer Complaint Monitoring & Avoiding Harm

Recorded
Webinar
4/8/19

Notary Essentials & Legalities

Recorded
Webinar
4/10/19

Teller Training Series: Accurately Completing the CTR Line-by-Line

Recorded
Webinar
4/29/19

Hacking the Weakest Link: The Role of Staff in Maintaining IT Security

Recorded
Webinar
5/15/19

Teller Training Series: Managing Dual Control & Cash Limits

Recorded
Webinar
6/6/19

Handling Dormant Accounts, Unclaimed Property & Escheatment

Recorded
Webinar
6/12/19

Hemp Farming Act: CBD, FAQs & Impact on Financial Services

Recorded
Webinar
6/17/19

The Credit Union Difference

Recorded
Webinar
6/18/19

Regulation E Series: Reg E Fundamentals

Recorded
Webinar
6/19/19

Electronic Returned Items: Combating Fraud

Recorded
Webinar
6/27/19

Living, Grantor & Family Trust Accounts: Common Problems in Account Opening & Lending

Recorded
Webinar
7/2/19

Managing Accounts & Records for Nonresident Aliens: Opening, Identifying, Monitoring & Tax Reporting

Recorded
Webinar
7/10/19

FinCEN Guidelines on Reporting Elder Financial Exploitation

Recorded
Webinar
7/17/19

BSA Series: Job-Specific BSA Training for the Frontline

Recorded
Webinar
7/18/19

Regulation E Series: Legally Handling ATM & Debit Card Claims Under Regulation E

Recorded
Webinar
7/30/19

Opening Accounts Online: Rules, Risks & Best Practices

Recorded
Webinar
8/1/19

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

Recorded
Webinar
8/5/19

Recent Reg CC Changes: Deadlines, Details, Compliance

Recorded
Webinar
8/20/19

Regulation E Series: How to Handle Unauthorized Electronic Fund Transfers Under Reg E

Recorded
Webinar
8/27/19

Opening Donation, Memorial & Other Accounts for Nonprofit Organizations & Corporations

Recorded
Webinar
8/28/19

IRA Series: Top 10 Most Misunderstood IRA Issues: Turning Confusion into Confidence

Recorded
Webinar
9/10/19

Managing Minor Accounts: Withdrawals, Transfers, CDD, Closing & Best Practices

Recorded
Webinar
9/17/19

IRA Series: Handling IRA Required Minimum Distributions & Roth Distributions

Recorded
Webinar
10/8/19

Head Teller Training: Maximizing Teller Performance

Recorded
Webinar
10/9/19

When a Depositor Dies: Legal Requirements, Practical Issues & FAQs

Recorded
Webinar
10/16/19

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

Recorded
Webinar
10/17/19

POD Account Documentation, Compliance, Beneficiaries & Closing

Wednesday
Oct 23
2019

Medallion & Signature Guarantee Risks, Rules & Best Practices

Monday
Oct 28
2019

New NCUA Bylaw Revisions: Abusive Members, Elections, Limitation of Services, Expulsion & More

Tuesday
Oct 29
2019

Personal Accounts: Ownership, Authorization, Titling & Documentation

Wednesday
Nov 13
2019

Closing or Changing Accounts for Consumers & Businesses

Wednesday
Nov 20
2019

Robbery Preparedness: Meeting Your Annual Compliance Requirement

Wednesday
Dec 4
2019

Safe Deposit Issues: Delinquency, Death & Abandonment

Monday
Dec 9
2019

Consumer Privacy: New Online & Mobile App Issues, GDPR, Reg P & Compliance

Tuesday
Dec 10
2019

Revisiting Reg CC Policies, Disclosures & Notices for Rule Changes Effective July 1, 2020

Wednesday
Dec 11
2019

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

150+
Webinars
Available
100%
Satisfaction
Guaranteed

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.