Upcoming 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

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

Monday
Dec 10
2018

Filing the New SAR Form, Deadline January 1, 2019

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

Tuesday
Jan 8
2019

Teller Training Series: Compliance Training for the Frontline

Wednesday
Jan 9
2019

Record Retention & Destruction Rules: Paper & Electronic

Thursday
Jan 10
2019

Credit Analysis & Underwriting Series: Regulator Issues & Update for the Credit Analyst

Monday
Jan 14
2019

IRA & HSA 2019 Update, Including Tax Reform Considerations

Tuesday
Jan 15
2019

FFIEC Exam Procedures for Business Continuity

Wednesday
Jan 16
2019

2018 HMDA Submission Due March 1, 2019, Part 1: Identifying Reportable Loans, Data Integrity & FIG Analysis

Tuesday
Jan 22
2019

Successful Skip Tracing Techniques for Locating Borrowers & Recovering Collateral

Wednesday
Jan 23
2019

Determining Cash Flow from Personal Tax Returns After 2018 Tax Reform Part 1: Schedules A, B & C

Thursday
Jan 24
2019

2018 HMDA Submission Due March 1, 2019, Part 2: Requirements, Clearing Edits, Exempt Fields & More

Tuesday
Jan 29
2019

Real Estate Loan Collection Rules for Lenders & Mortgage Servicers

Wednesday
Jan 30
2019

Credit Analysis & Underwriting Series: Analyzing Financial Statements for the Credit Analyst

Thursday
Jan 31
2019

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

Tuesday
Feb 5
2019

Right of Setoff on Deposit Accounts & Loans: Legal Issues

Wednesday
Feb 6
2019

C-Suite Series: CAMELS Rating for Executives

Thursday
Feb 7
2019

ACH Specialist Series: ACH Tax Refund Exceptions, Posting & Liabilities

Tuesday
Feb 12
2019

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

Wednesday
Feb 13
2019

Board Reporting Series: Board Secretary Procedural & Compliance Responsibilities

Thursday
Feb 14
2019

Prepaid Cards: Your Credit Union's Responsibilities Under the New Rules, Effective April 1, 2019

Tuesday
Feb 19
2019

Determining Cash Flow from Personal Tax Returns After 2018 Tax Reform Part 2: Schedules D, E & F

Wednesday
Feb 20
2019

Credit Analysis & Underwriting Series: Debt Service Coverage Calculations in Underwriting

Thursday
Feb 21
2019

The New NIST Digital Identity Guidelines: Impact on Passwords, Security Questions & Account Lockouts

Monday
Feb 25
2019

Debit Card Chargebacks Part 1: Understanding Visa Rule Changes

Wednesday
Feb 27
2019

ACH Specialist Series: ACH Dispute Resolution

Thursday
Feb 28
2019

Flood Insurance Compliance Update & FAQs

Tuesday
Mar 5
2019

C-Suite Series: Strategic Decisions Regarding CECL Methodologies, Processes & Governance

Wednesday
Mar 6
2019

Board Reporting Series: Essential Board Reporting: Requirements, Timing, Delivery Options, Risks & Concerns

Thursday
Mar 7
2019

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

Monday
Mar 11
2019

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

Tuesday
Mar 12
2019

Synthetic ID Fraud: What It Is, How It Works & Real-Life Scenarios

Wednesday
Mar 13
2019

ACH Specialist Series: 2019 ACH Rules Update

Thursday
Mar 14
2019

Debit Card Chargebacks Part 2: Understanding Mastercard Rule Changes

Tuesday
Mar 19
2019

Best Practices for Today's Credit Union Board

Wednesday
Mar 20
2019

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

Thursday
Mar 21
2019

Required Compliance for Commercial Loans Secured by Real Estate

Monday
Mar 25
2019

Handling Power of Attorney & Living Trust Documents on Deposit Accounts & Loans

Tuesday
Mar 26
2019

Board Reporting Series: Red Flags in Board Reports

Wednesday
Mar 27
2019

Credit Analysis & Underwriting Series: Global Cash Flow Analysis for Underwriters & Credit Analysts

Tuesday
Apr 2
2019

Mobile Device Risks, Records & Compliance Rules: Managing Your BYOD & COPE Policies & Procedures

Wednesday
Apr 3
2019

UDAAP: Consumer Complaint Monitoring & Avoiding Harm

Thursday
Apr 4
2019

C-Suite Series: Enterprise Risk Management: Three Key Risk Assessments

Monday
Apr 8
2019

Notary Essentials & Legalities

Tuesday
Apr 9
2019

Board Reporting Series: Security Officer Reports to the Board: Fulfilling Your Annual Requirement

Wednesday
Apr 10
2019

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

Tuesday
Apr 16
2019

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

Wednesday
Apr 17
2019

Consumer Collection Series: Your Borrower Filed Bankruptcy, Now What?

Thursday
Apr 18
2019

ACH Specialist Series: Liability with ACH Death Notification Entries (DNEs) & Reclamations

Tuesday
Apr 23
2019

Top 20 Questions About Completing the TRID Loan Estimate & Closing Disclosure

Wednesday
Apr 24
2019

Escrow Account Shortages, Surpluses & Deficiencies

Thursday
Apr 25
2019

C-Suite Series: Asset Liability Management Strategies in a Rising Rate Environment

Monday
Apr 29
2019

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

Tuesday
Apr 30
2019

Call Report Series: Introduction to Call Report Loan Classifications

Thursday
May 2
2019

Troubled Debt Restructuring: Identifying & Accounting for Impaired Loans

Tuesday
May 7
2019

Developing & Delivering an Effective Loan Presentation

Thursday
May 9
2019

BSA Series: Job-Specific BSA Training for Lenders

Monday
May 13
2019

Accurately Completing the SAR Line-by-Line

Wednesday
May 15
2019

Teller Training Series: Managing Dual Control & Cash Limits

Thursday
May 16
2019

Hot Issues in Cyber Compliance

Monday
May 20
2019

ACH Specialist Series: Top 10 Ways to Mitigate ACH Payment Risk

Tuesday
May 21
2019

Evaluating Collateral & Personal Guarantees for Loan Repayment

Wednesday
May 22
2019

Consumer Collection Series: Repossession Practices, Compliance & Limitations

Thursday
May 23
2019

Supervisory Committees: Understanding Expectations & Avoiding Landmines

Wednesday
May 29
2019

ACH Specialist Series: ACH Stop Payments vs. Unauthorized Extended Returns: Know the Difference

Thursday
May 30
2019

Military Lending Act & SCRA: Compliance & Lessons Learned

Monday
Jun 3
2019

Untangling Complex RDFI Challenges

Tuesday
Jun 4
2019

Mortgage Lending Hot Spots Series: Construction-Only & Construction-to-Permanent Lending

Wednesday
Jun 5
2019

BSA Series: Job-Specific BSA Training for Operations

Thursday
Jun 6
2019

Handling Dormant Accounts, Unclaimed Property & Escheatment

Monday
Jun 10
2019

Financial Literacy Fundamentals for New Directors: Financial Statements, Key Ratios & How to Monitor Your Credit Union

Tuesday
Jun 11
2019

Essential HR Recordkeeping from Hiring to Firing

Wednesday
Jun 12
2019

IRA Series: Handling IRA Required Minimum Distributions & Roth Distributions

Thursday
Jun 13
2019

Call Report Series: Financial Accounting & Reporting

Tuesday
Jun 18
2019

Regulation E Series: Reg E Fundamentals

Wednesday
Jun 19
2019

Electronic Returned Items: Combating Fraud

Thursday
Jun 20
2019

Consumer Collection Series: Effective Debt Collection Techniques & Strategies

Tuesday
Jun 25
2019

BSA Series: Job-Specific BSA Training for the Board

Wednesday
Jun 26
2019

Card Data Security: PCI-DSS Risk, Readiness & Compliance

Thursday
Jun 27
2019

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

Monday
Jul 1
2019

ALLL Supporting Documentation: Current Rules & Future Expectations Under CECL

Tuesday
Jul 2
2019

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

Tuesday
Jul 9
2019

Mortgage Lending Hot Spots Series: Surviving a TRID Compliance Exam

Wednesday
Jul 10
2019

FinCEN Guidelines on Reporting Elder Financial Exploitation

Tuesday
Jul 16
2019

IRA Series: Processing IRA Rollovers & Transfers

Wednesday
Jul 17
2019

BSA Series: Job-Specific BSA Training for the Frontline

Thursday
Jul 18
2019

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

Tuesday
Jul 23
2019

Call Report Series: Call Report Preparation: Avoiding Common Errors

Wednesday
Jul 24
2019

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

Thursday
Jul 25
2019

What Are Those Business Tax Returns Telling Me?

Tuesday
Jul 30
2019

Opening Accounts Online: Rules, Risks & Best Practices

Wednesday
Jul 31
2019

Consumer Collection Series: 20 Common Mistakes in Consumer Collections

Thursday
Aug 1
2019

IRA Series: IRA Reporting, Common Issues & Error Resolution

Tuesday
Aug 6
2019

Mortgage Lending Hot Spots Series: Adverse Action in Mortgage Lending: Compliance, Notices & Best Practices

Wednesday
Aug 7
2019

Official Demands Part 1: Handling Subpoenas, Summonses & Other Legal Process

Thursday
Aug 8
2019

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

Tuesday
Aug 13
2019

Advanced Financial Literacy Update for New & Experienced Directors: ALM Primer & Financial Accounting & Risk Issues

Wednesday
Aug 14
2019

FFIEC Cyber Security Risk Assessments: Policy, Recent Findings & Recommendations

Thursday
Aug 15
2019

E-Compliance Rules, Policies & Best Practices for Email, Web, Mobile & Social Media

Tuesday
Aug 20
2019

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

Wednesday
Aug 21
2019

Call Report Series: The Financial Statement Audit Process

Thursday
Aug 22
2019

Developing the Right Strategic Plan for Your Credit Union

Tuesday
Aug 27
2019

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

Wednesday
Aug 28
2019

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

Thursday
Aug 29
2019

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

Wednesday
Sep 4
2019

Official Demands Part 2: Handling Garnishments, Levies & Judgment Liens

Thursday
Sep 5
2019

Auditing E-Policies & Procedures: Risks, Rules & Records

Tuesday
Sep 10
2019

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

Wednesday
Sep 11
2019

Conducting the 2019 ACH Audit

Thursday
Sep 12
2019

Mortgage Lending Hot Spots Series: Appraisal & Evaluation Guidance on Collateral Valuation

Monday
Sep 16
2019

New Compliance Officer Boot Camp

Wednesday
Sep 18
2019

Regulation E Series: Auditing for Reg E Compliance

Thursday
Sep 19
2019

Emerging Trends & Developments in Online, Mobile & Digital Channels

Tuesday
Sep 24
2019

Mitigating a Data Breach: Forensics & Incident Response

Wednesday
Sep 25
2019

Hiring in the Digital Age: What Every HR Manager Needs to Know About Social Media

Thursday
Sep 26
2019

What Directors Should Know About CECL, ALLL & the New Credit Impairment Standards

Wednesday
Oct 2
2019

New BSA Officer Training Part 1: Compliance, Risk Assessment, CTRs, Exemptions, Forms & Regulator Expectations

Tuesday
Oct 8
2019

Head Teller Training: Maximizing Teller Performance

Wednesday
Oct 9
2019

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

Tuesday
Oct 15
2019

Mortgage Lending Hot Spots Series: Demystifying Rules for TRID Tolerances

Wednesday
Oct 16
2019

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

Thursday
Oct 17
2019

POD Account Documentation, Compliance, Beneficiaries & Closing

Tuesday
Oct 22
2019

Commercial Loan Annual Credit Review

Wednesday
Oct 23
2019

Medallion & Signature Guarantee Risks, Rules & Best Practices

Thursday
Oct 24
2019

12 Key Elements of an Effective Digital Marketing Strategy

Tuesday
Oct 29
2019

Personal Accounts: Ownership, Authorization, Titling & Documentation

Wednesday
Oct 30
2019

1099 Reporting: Foreclosures, Repossessions & Debt Settlements

Thursday
Oct 31
2019

New BSA Officer Training Part 2: Reviews, SARs, CDD, Technical Aspects & Real-Life Scenarios

Tuesday
Nov 5
2019

Year-End Compliance Checklist

Wednesday
Nov 6
2019

Top 10 Compliance Mistakes in Advertising

Thursday
Nov 7
2019

Understanding & Navigating ACH Rules for ODFIs

Tuesday
Nov 12
2019

Regulation E Series: Provisional Credit Under Reg E: Rules, Best Practices & FAQs

Wednesday
Nov 13
2019

Closing or Changing Accounts for Consumers & Businesses

Thursday
Nov 14
2019

Mortgage Lending Hot Spots Series: Uniform Residential Loan Application (URLA) Line-by-Line, Required February 1, 2020

Tuesday
Nov 19
2019

When a Borrower Dies: Rules, Procedures & Liabilities

Wednesday
Nov 20
2019

Robbery Preparedness: Meeting Your Annual Compliance Requirement

Thursday
Nov 21
2019

BSA Special Risks: Policy, Law Enforcement & Regulator Issues

Tuesday
Dec 3
2019

ACH Error Resolution: Returns, Authorizations, WSUDs, Stop Payments & More

Wednesday
Dec 4
2019

Safe Deposit Issues: Delinquency, Death & Abandonment

Thursday
Dec 5
2019

IRS Reporting Requirements: 1098s, 1099s, TINs & Backup Withholding

Wednesday
Dec 11
2019

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

Thursday
Dec 12
2019

Dealing with Joint Signers in Consumer & Real Estate Lending

Wednesday
Dec 18
2019

Securing Collateral: How to Complete & File UCC-1 Financing Statements

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.