Upcoming Webinars

 

Printable Webinar Schedule

Series

Frontline Fundamentals Series
Series

2019 Teller Training Series
Series

2019 Credit Analysis & Underwriting Series
Series

2019 C-Suite Series
Series

2019 ACH Specialist Series
Series

2019 Board Reporting Series
Series

2019 Consumer Collection Series
Series

2019 Call Report Series
Series

2019 BSA Series
Series

2019 Mortgage Lending Hot Spots Series
Series

2019 IRA Series
Series

2019 Regulation E Series
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: Newly Revised Form 1040 & Schedules 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: Understanding Visa Claims Resolution
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: Understanding Mastercard Dispute Resolution
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
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
Tuesday
Sep 17
2019

IRA Series: Handling IRA Required Minimum Distributions & Roth Distributions
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
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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.