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Financial Literacy Fundamentals for New Directors: Financial Statements, Key Ratios & How to Monitor Your Credit Union
Tim HarringtonDirectors, Human Resources, Senior ManagementTim Harrington05/26/2022Webinar
Faster Payments Basics
Kimberly EllisCompliance, Frontline & New Accounts, Human Resources, Information Technology, IRA, Operations, Senior ManagementKimberly Ellis06/02/2022Webinar
Understanding Your Credit Union’s Audit Report
David A. ReedAuditing & Accounting, Compliance, Directors, Senior ManagementDavid A. Reed06/07/2022Webinar
Measure It to Manage It: Understanding Analytics & How to Determine Online Success
Eric CookDirectors, Frontline & New Accounts, Human Resources, Information Technology, Lending, Marketing, Senior ManagementEric Cook06/08/2022Webinar
Electronic Payment Fraud: When Is Your Institution Liable?
Elizabeth FastCollections, Compliance, Frontline & New Accounts, Information Technology, Operations, Security & Fraud, Senior ManagementElizabeth Fast06/09/2022Webinar
BSA: Russian Sanctions & National Risk Assessments
Deborah CrawfordCompliance, Directors, Operations, Security & Fraud, Senior ManagementDeborah Crawford06/13/2022Webinar
Decoding the Examination Process: 10 Essential Techniques to Thrive During Your Next Exam
David A. ReedAuditing & Accounting, Compliance, Directors, Information Technology, Lending, Operations, Senior ManagementDavid A. Reed06/14/2022Webinar
Identity Theft Red Flags & FACT Act Compliance
David A. ReedCompliance, Frontline & New Accounts, Human Resources, Information Technology, Operations, Security & Fraud, Senior ManagementDavid A. Reed06/22/2022Webinar
Commercial Lending: Risks, Rewards, Controls & Common Mistakes
Jeffery JohnsonDirectors, Lending, Senior ManagementJeffery Johnson06/23/2022Webinar
The New NCUA Requirement for Succession Planning
Tim HarringtonCompliance, Directors, Human Resources, Senior ManagementTim Harrington06/28/2022Webinar
Countdown to ATR/QM Changes Effective October 1, 2022: Preparing Policies & Processes
Dawn KincaidCompliance, Lending, Senior ManagementDawn Kincaid07/07/2022Webinar
Advanced Lending Schedules: Commercial Loans, Indirect Loans, CARES Act Loan Modifications & More
Stephen J.M. SchiltzAuditing & Accounting, Directors, Lending, Senior ManagementStephen J.M. Schiltz07/18/2022Webinar
Things That Keep Boards Up at Night
David A. ReedAuditing & Accounting, Directors, Senior ManagementDavid A. Reed07/21/2022Webinar
Advanced Financial Literacy for New & Experienced Directors: ALM Primer & Financial Accounting & Risk Issues
Tim HarringtonDirectors, Human Resources, Senior ManagementTim Harrington08/09/2022Webinar
Characteristics of Strong Risk Assessments: Tools to Monitor & Report Results
Marcia MalzahnAuditing & Accounting, Compliance, Directors, Senior ManagementMarcia Malzahn08/11/2022Webinar
CECL Implications for Planners & Procrastinators: Deadline January 1, 2023
Bob VieringAuditing & Accounting, Compliance, Lending, Operations, Senior ManagementBob Viering08/11/2022Webinar
Transitioning Away from LIBOR: Preparation & Practicalities
Michael ChristiansAuditing & Accounting, Compliance, Lending, Operations, Senior ManagementMichael Christians08/15/2022Webinar
Mission TRID: Overcoming Examiner-Cited Mistakes
Dawn KincaidCompliance, Lending, Senior ManagementDawn Kincaid08/16/2022Webinar
A Cryptocurrency Primer for Credit Unions: Guidance, Risks & Red Flags
Molly StullFinancial Statements, Auditing & Accounting, Collections, Compliance, Directors, Frontline & New Accounts, Human Resources, Information Technology, IRA, Lending, Marketing, Operations, Security & Fraud, Senior ManagementMolly Stull08/29/2022Webinar
The Way Forward to MORE Time: How to Manage Your Time, Instead of It Managing You
Debbie PetersonAuditing & Accounting, Collections, Compliance, Directors, Frontline & New Accounts, Human Resources, Information Technology, IRA, Lending, Marketing, Operations, Security & Fraud, Senior ManagementDebbie Peterson08/31/2022Webinar
Troubled Debt Restructuring: What Qualifies & Accounting for TDRs as Credit Improves
Bryan MogensenAuditing & Accounting, Collections, Compliance, Lending, Senior ManagementBryan Mogensen09/14/2022Webinar
Appraisal Reviews: Do You Know What to Look For?
Dawn KincaidHuman Resources, Lending, Senior ManagementDawn Kincaid09/21/2022Webinar
Merger Considerations Under the New Merger Rules: Who Gets What & When
David A. ReedAuditing & Accounting, Directors, Senior ManagementDavid A. Reed09/22/2022Webinar
Are Safe Deposit Boxes on the Way Out?
David McGuinnFrontline & New Accounts, Operations, Senior ManagementDavid McGuinn10/05/2022Webinar
Preparing for Examination Under the Mortgage Servicing Rules
David A. ReedCompliance, Directors, Lending, Operations, Senior ManagementDavid A. Reed10/12/2022Webinar
Images, Video, Audio: What's New & Next for Social Media Platforms?
Eric CookFrontline & New Accounts, Human Resources, Information Technology, Lending, Marketing, Senior ManagementEric Cook10/13/2022Webinar
Auditing Call Reports
Stephen J.M. SchiltzAuditing & Accounting, Directors, Senior ManagementStephen J.M. Schiltz10/20/2022Webinar
Robbery Basics & Beyond
Carol DodgenAuditing & Accounting, Collections, Compliance, Directors, Frontline & New Accounts, Human Resources, Information Technology, IRA, Lending, Marketing, Operations, Security & Fraud, Senior ManagementCarol Dodgen10/26/2022Webinar
Financial Accounting & Reporting
Stephen J.M. SchiltzAuditing & Accounting, Directors, Senior ManagementStephen J.M. Schiltz11/01/2022Webinar
Preparing for FedNow: Technology, Products, Services & More
Kevin OlsenAuditing & Accounting, Compliance, Directors, Frontline & New Accounts, Information Technology, Lending, Marketing, Operations, Senior ManagementKevin Olsen11/10/2022Webinar
BSA Essentials for the Board & Senior Management
Dawn KincaidCompliance, Directors, Human Resources, Senior ManagementDawn Kincaid11/17/2022Webinar
Best Practices for Performing Quality-Control Loan Reviews
Jeffery JohnsonCollections, Compliance, Lending, Senior ManagementJeffery Johnson11/30/2022Webinar
Board Secretary Procedural & Compliance Responsibilities
Dawn KincaidCompliance, Directors, Senior ManagementDawn Kincaid12/01/2022Webinar
FedNow Risk Assessments & Fraud Controls
Kevin OlsenAuditing & Accounting, Compliance, Directors, Information Technology, Operations, Security & Fraud, Senior ManagementKevin Olsen12/14/2022Webinar
2021 Job-Specific BSA Series
Directors, Frontline & New Accounts, Human Resources, IRA, Lending, Operations, Senior ManagementSeriesSeries
2022 Supervisory Priorities Explained
David A. ReedAuditing & Accounting, Compliance, Directors, Human Resources, Information Technology, IRA, Lending, Marketing, Operations, Security & Fraud, Senior ManagementDavid A. ReedOn-DemandWebinar
A Year in the Life of a Compliance Officer
Dawn KincaidCompliance, Security & Fraud, Senior ManagementDawn KincaidOn-DemandWebinar
Appraisal Requirements: A Comprehensive Regulatory Summary
Mary-Lou HeighesCompliance, Lending, Senior ManagementMary-Lou HeighesOn-DemandWebinar
Are You Prepared for CECL?
Stephen J.M. Schiltz, David HenekeAuditing & Accounting, Compliance, Lending, Operations, Senior ManagementStephen J.M. Schiltz, David HenekeOn-DemandWebinar
Best Practices for Today's Credit Union Board
Kevin SmithSenior Management, Sales & SpecialsKevin SmithOn-DemandWebinarSale
Board Secretary Training: Documenting Minutes, Corrections & Disagreements
Dawn KincaidDirectors, Human Resources, Senior ManagementDawn KincaidOn-DemandWebinar
Board-Approved Policies: Managing, Updating, Record Retention & More
Molly StullAuditing & Accounting, Compliance, Directors, Operations, Senior ManagementMolly StullOn-DemandWebinar
Board-Level Policies: What Is Required & Why
David A. ReedAuditing & Accounting, Compliance, Directors, Human Resources, Senior ManagementDavid A. ReedOn-DemandWebinar
Breaking Down the Anti-Money Laundering Act & Preparing for Impact
Dawn KincaidCompliance, Directors, Frontline & New Accounts, Lending, Operations, Security & Fraud, Senior ManagementDawn KincaidOn-DemandWebinar
BSA Exam Manual Update: Identifying & Mitigating BSA Risks
Susan CostonisCompliance, Directors, Operations, Security & Fraud, Senior ManagementSusan CostonisOn-DemandWebinar
BSA Officer Reports to the Board
Dawn KincaidCompliance, Directors, Security & Fraud, Senior ManagementDawn KincaidOn-DemandWebinar
Business Writing Boot Camp, Including Critique of Your Own Writing Sample
Nancy FlynnAuditing & Accounting, Collections, Compliance, Frontline & New Accounts, Human Resources, Information Technology, IRA, Lending, Marketing, Operations, Security & Fraud, Senior ManagementNancy FlynnOn-DemandWebinar
Call Report Loan Classifications & Basic Lending Schedules
Stephen J.M. SchiltzAuditing & Accounting, Senior ManagementStephen J.M. SchiltzOn-DemandWebinar
Call Report Update & Top 10 Errors
Stephen J.M. SchiltzAuditing & Accounting, Directors, Senior ManagementStephen J.M. SchiltzOn-DemandWebinar
Commercial Loan Annual Credit Review
Aaron LewisLending, Senior ManagementAaron LewisOn-DemandWebinar
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