Upcoming Webinars

 

Printable Webinar Schedule

FEATURED
Monday
May 17
2021

FEATURED

Unpacking NCUA’s Joint Ownership Rule: New-Found Flexibility on Share Accounts
Thursday
May 13
2021

FEATURED

5 Steps to Simplify Reg E Claims
Series

FEATURED

2021 Collection Series

WEBINAR SERIES
Series

Frontline Fundamentals Series
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Series

2020 Risk Officer Series
Series

2021 Remote Workforce Series
Series

2021 Flood Series
Series

Alphabet Soup Series for Lenders
Series

2021 E-SIGN Series
Series

2021 Collection Series
Series

2021 Credit Analyst Series
Series

2021 Job-Specific BSA Series
Series

2021 New Accounts Series

ALL UPCOMING 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
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Printable Webinar Schedule

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.