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The Board Secretary's Role: Organizing, Planning, Tracking & Maintaining Accurate Minutes

Dawn Kincaid
Compliance, Directors, Human Resources, Senior ManagementDawn Kincaid10/29/2024Oct 29, 2024Webinar

Supervisory Committee: Laws, Rules, Regulations & Best Practices

David A. Reed
Compliance, Directors, Human Resources, Senior ManagementDavid A. Reed11/06/2024Nov 6, 2024Webinar

Beneficial Ownership Outreach Toolkit Action Steps

Deborah L. Crawford
Compliance, Directors, Frontline & New Accounts, Lending, Marketing, Operations, Senior ManagementDeborah L. Crawford11/15/2024Nov 15, 2024Webinar

Internal Compliance Monitoring & Risk Assessment

Emily Dent
Auditing & Accounting, Compliance, Directors, Senior ManagementEmily Dent12/05/2024Dec 5, 2024Webinar

ECOA & Fair Lending: Examiner Hot Buttons

David A. Reed
Collections, Compliance, Directors, Frontline & New Accounts, Lending, Senior ManagementDavid A. Reed12/18/2024Dec 18, 2024Webinar

BSA Officer Part 1: BSA Update for BSA Officers

Dawn Kincaid
Compliance, Directors, Human Resources, Operations, Security & Fraud, Senior ManagementDawn Kincaid01/07/2025Jan 7, 2025Webinar

Call Report Series

Auditing & Accounting, Directors, Human Resources, Senior Management01/14/2025Starting
Jan 14, 2025Series

Call Report Series: 2025 Call Report Update & Avoiding Costly Mistakes

Stephen J.M. Schiltz
Auditing & Accounting, Directors, Senior ManagementStephen J.M. Schiltz01/14/2025Jan 14, 2025Webinar

2025 Compliance Outlook: Regulator Expectations

David A. Reed
Compliance, Directors, Operations, Senior ManagementDavid A. Reed01/16/2025Jan 16, 2025Webinar

Marijuana Update: Implications of Schedule III Change, On-Boarding, Payments & Monitoring

Deborah L. Crawford
Compliance, Directors, Frontline & New Accounts, Human Resources, Lending, Marketing, Operations, Security & Fraud, Senior ManagementDeborah L. Crawford01/22/2025Jan 22, 2025Webinar

1071 Rule FAQs: Are You IN or OUT in 2025?

Susan Costonis
Compliance, Directors, Lending, Senior ManagementSusan Costonis01/30/2025Jan 30, 2025Webinar

New Interagency Guidance on Reconsiderations of Value

Molly Stull
Collections, Compliance, Directors, Lending, Senior ManagementMolly Stull02/12/2025Feb 12, 2025Webinar

Treasury Management: A Powerful Tool to Increase Deposits & Fee Income

Marcia Malzahn
Directors, Frontline & New Accounts, Information Technology, Marketing, Operations, Senior ManagementMarcia Malzahn02/25/2025Feb 25, 2025Webinar

BSA Officer Part 2: BSA Reporting to the Board

Dawn Kincaid
Compliance, Directors, Human Resources, Operations, Security & Fraud, Senior ManagementDawn Kincaid03/13/2025Mar 13, 2025Webinar

Comprehensive Employee Onboarding Using Innovative Techniques

Diane Reed
Directors, Frontline & New Accounts, Human Resources, Senior ManagementDiane Reed03/19/2025Mar 19, 2025Webinar

Liquidity & ALM Audit Issues

David Heneke
Auditing & Accounting, Directors, Operations, Senior ManagementDavid Heneke04/02/2025Apr 2, 2025Webinar

Succession Planning for Leadership Continuity

Tamra Gaines
Directors, Human Resources, Senior ManagementTamra Gaines04/03/2025Apr 3, 2025Webinar

Call Report Series: Call Report Fundamentals for New Preparers & Reviewers

Stephen J.M. Schiltz
Auditing & Accounting, Directors, Human Resources, Senior ManagementStephen J.M. Schiltz04/15/2025Apr 15, 2025Webinar

Security Officer Reports to the Board: Timing, Contents & Requirements

Barry Thompson
Compliance, Directors, Security & Fraud, Senior ManagementBarry Thompson04/22/2025Apr 22, 2025Webinar

Business Writing Boot Camp, Including Critique of Your Own Writing Sample

Nancy Flynn
Auditing & Accounting, Collections, Compliance, Directors, Frontline & New Accounts, Human Resources, Information Technology, IRA, Lending, Marketing, Operations, Security & Fraud, Senior ManagementNancy Flynn04/30/2025Apr 30, 2025Webinar

CECL: What Auditors & Regulators Will Expect

Stephen J.M. Schiltz
Auditing & Accounting, Compliance, Directors, Lending, Operations, Senior ManagementStephen J.M. Schiltz05/06/2025May 6, 2025Webinar

Strategic Marketing: Connecting with Diverse Generations

Alexandra “Ali” Mandell
Directors, Frontline & New Accounts, Human Resources, Information Technology, Lending, Marketing, Senior ManagementAlexandra “Ali” Mandell05/08/2025May 8, 2025Webinar

Risk Management & Artificial Intelligence: Innovations, Challenges & Future Trends

Angela Murphy
Auditing & Accounting, Compliance, Directors, Human Resources, Information Technology, Marketing, Operations, Security & Fraud, Senior ManagementAngela Murphy05/14/2025May 14, 2025Webinar

Internal Fraud: A Look at the Thieves from Within

Barry Thompson
Auditing & Accounting, Directors, Human Resources, Security & Fraud, Senior ManagementBarry Thompson05/28/2025May 28, 2025Webinar

Building the Best Board Meeting: From Agenda to Action Steps

David A. Reed
Directors, Senior ManagementDavid A. Reed05/29/2025May 29, 2025Webinar

Financial Literacy Part 1: How to Identify 7 Credit Union Risks Using Financial Statements

Bryan Mogensen
Auditing & Accounting, Directors, Human Resources, Senior ManagementBryan Mogensen06/16/2025Jun 16, 2025Webinar

Creating a Unique Strategic Plan for Your Financial Institution

Marcia Malzahn
Auditing & Accounting, Compliance, Directors, Human Resources, Marketing, Operations, Senior ManagementMarcia Malzahn06/17/2025Jun 17, 2025Webinar

Call Report Series: Call Report Schedule A (Lending): Complexity Clarified

Stephen J.M. Schiltz
Auditing & Accounting, Directors, Human Resources, Lending, Senior ManagementStephen J.M. Schiltz07/15/2025Jul 15, 2025Webinar

Beneficial Ownership: An Action Plan for Your Business Members

Deborah L. Crawford
Auditing & Accounting, Compliance, Directors, Frontline & New Accounts, Human Resources, Lending, Marketing, Operations, Senior ManagementDeborah L. Crawford07/23/2025Jul 23, 2025Webinar

Deposit Reg Series

Compliance, Directors, Frontline & New Accounts, Human Resources, Operations07/30/2025Starting
Jul 30, 2025Series

BSA Training for Board & Senior Management

Mary-Lou Heighes
Compliance, Directors, Human Resources, Security & Fraud, Senior ManagementMary-Lou Heighes08/06/2025Aug 6, 2025Webinar

Financial Literacy Part 2: How to Interpret Key Ratios, Risks & Reporting

Bryan Mogensen
Auditing & Accounting, Directors, Human Resources, Senior ManagementBryan Mogensen08/21/2025Aug 21, 2025Webinar

Call Report Series: Call Report Financial Statements B-E

Stephen J.M. Schiltz
Auditing & Accounting, Directors, Human Resources, Senior ManagementStephen J.M. Schiltz10/16/2025Oct 16, 2025Webinar

The Board Secretary Role: Organizing, Planning, Tracking & Maintaining Accurate Board Meeting Records

Dawn Kincaid
Compliance, Directors, Human Resources, Senior ManagementDawn Kincaid10/23/2025Oct 23, 2025Webinar

Performance-Based Compensation Strategies for Credit Unions

Michael Blanchard, Jeff Fairchild
Directors, Human Resources, Senior ManagementMichael Blanchard, Jeff Fairchild10/30/2025Oct 30, 2025Webinar

Preparation, Risk & Critical Robbery Training

Barry Thompson
Auditing & Accounting, Collections, Compliance, Directors, Frontline & New Accounts, Human Resources, Information Technology, IRA, Lending, Marketing, Operations, Security & Fraud, Senior ManagementBarry Thompson12/11/2025Dec 11, 2025Webinar

Executive Total Compensation: Strategies to Motivate & Incent the Right Behaviors

Michael Blanchard, Jeff Fairchild
Auditing & Accounting, Directors, Human Resources, Senior ManagementMichael Blanchard, Jeff FairchildOn-DemandStreamed
Oct 10, 2024Webinar

Auditing Call Reports: Compliance & Best Practices

Stephen J.M. Schiltz
Auditing & Accounting, Compliance, Directors, Human Resources, Senior ManagementStephen J.M. SchiltzOn-DemandStreamed
Oct 8, 2024Webinar

Three Key Risk Assessments in Your ERM Program: ERM, IT & Internal Controls

Marcia Malzahn
Auditing & Accounting, Compliance, Directors, Human Resources, Information Technology, Operations, Security & Fraud, Senior ManagementMarcia MalzahnOn-DemandStreamed
Sep 30, 2024Webinar

Banking Ethics, Conflicts of Interest & Compliance for Staff

Elizabeth Fast
Financial Statements, Auditing & Accounting, Collections, Compliance, Directors, Frontline & New Accounts, Human Resources, Information Technology, IRA, Lending, Marketing, Operations, Security & Fraud, Senior ManagementElizabeth FastOn-DemandStreamed
Sep 12, 2024Webinar

Managing Workplace Threats: When to Call the Police, a Professional, an Attorney

William Gage
Auditing & Accounting, Collections, Compliance, Directors, Frontline & New Accounts, Human Resources, Information Technology, IRA, Lending, Marketing, Operations, Security & Fraud, Senior ManagementWilliam GageOn-DemandStreamed
Sep 10, 2024Webinar

CFPB Enforcement Actions: Lessons Learned

David A. Reed
Compliance, Directors, Senior ManagementDavid A. ReedOn-DemandStreamed
Sep 9, 2024Webinar

Capital Planning in Uncertain Times

Robert L. Viering
Auditing & Accounting, Compliance, Directors, Senior ManagementRobert L. VieringOn-DemandStreamed
Aug 28, 2024Webinar

Recognizing Employment Law Red Flags: Supervisor Training

Diane Reed
Compliance, Directors, Frontline & New Accounts, Human Resources, Senior ManagementDiane ReedOn-DemandStreamed
Aug 22, 2024Webinar

Active Shooter & Workplace Violence: Avoiding Deadly Mistakes

William Gage
Auditing & Accounting, Collections, Compliance, Directors, Frontline & New Accounts, Human Resources, Information Technology, IRA, Lending, Marketing, Operations, Security & Fraud, Senior ManagementWilliam GageOn-DemandStreamed
Aug 2, 2024Webinar

AI Policy Design & Implementation

Diane Reed
Compliance, Directors, Human Resources, Senior ManagementDiane ReedOn-DemandStreamed
Jul 15, 2024Webinar

Financial Accounting & Reporting

Stephen J.M. Schiltz
Auditing & Accounting, Directors, Human Resources, Senior ManagementStephen J.M. SchiltzOn-DemandStreamed
Jul 11, 2024Webinar

Successful Compliance Auditing & Monitoring

Molly Stull
Auditing & Accounting, Compliance, Directors, Information Technology, Operations, Security & Fraud, Senior ManagementMolly StullOn-DemandStreamed
Jun 27, 2024Webinar

Liquidity Risk Management

Dale Sheller
Auditing & Accounting, Directors, Senior ManagementDale ShellerOn-DemandStreamed
Jun 12, 2024Webinar

Examiner Expectations for Credit Risk Management

Robert L. Viering
Collections, Compliance, Directors, Lending, Senior ManagementRobert L. VieringOn-DemandStreamed
May 28, 2024Webinar

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