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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

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

BSA: Russian Sanctions & National Risk Assessments
Deborah CrawfordCompliance, Directors, Operations, Security & Fraud, Senior ManagementDeborah Crawford06/13/2022Webinar

Supervisory Committees in Action: Duties, Challenges & Compliance
David A. ReedDirectorsDavid A. Reed06/13/2022Webinar

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

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

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

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

Merger Considerations Under the New Merger Rules: Who Gets What & When
David A. ReedAuditing & Accounting, Directors, Senior ManagementDavid A. Reed09/22/2022Webinar

Preparing for Examination Under the Mortgage Servicing Rules
David A. ReedCompliance, Directors, Lending, Operations, Senior ManagementDavid A. Reed10/12/2022Webinar

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

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

Board Essentials
DirectorsSeriesSeries
Board Essentials Module 1: The Board’s Role with BSA
Ann Brode-HarnerDirectorsAnn Brode-HarnerOn-DemandWebinar

Board Essentials Module 2: The Board’s Role with Cyber Security
Ann Brode-HarnerDirectorsAnn Brode-HarnerOn-DemandWebinar

Board Essentials Module 3: The Board’s Role with Risk Management
Ann Brode-HarnerDirectorsAnn Brode-HarnerOn-DemandWebinar

Board Essentials Module 4: Restrictions on Loans to Directors
Elizabeth FastDirectorsElizabeth FastOn-DemandWebinar

Board Essentials Module 5: Board Membership Basics
Elizabeth FastDirectorsElizabeth FastOn-DemandWebinar

Board Essentials Module 6: Director Liability
Elizabeth FastDirectorsElizabeth FastOn-DemandWebinar

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

Call Report Update & Top 10 Errors
Stephen J.M. SchiltzAuditing & Accounting, Directors, Senior ManagementStephen J.M. SchiltzOn-DemandWebinar

DEI: Keeping It Compliant
Diane Pape ReedCompliance, Directors, Human Resources, Senior ManagementDiane Pape ReedOn-DemandWebinar

Diversity Self-Assessment: Regulatory Guidance & Best Practices
David A. ReedAuditing & Accounting, Directors, Human Resources, Senior ManagementDavid A. ReedOn-DemandWebinar

Financial Literacy Part 1: How to Identify 7 Credit Union Risks Using Financial Statements
Bryan MogensenAuditing & Accounting, Directors, Senior ManagementBryan MogensenOn-DemandWebinar

Financial Literacy Part 2: How to Interpret Key Ratios, Risks & Reporting
Bryan MogensenAuditing & Accounting, Directors, Senior ManagementBryan MogensenOn-DemandWebinar

Highlights of NCUA’s 2021 Supervisory Priorities
David A. ReedCompliance, Directors, Senior Management, Sales & SpecialsDavid A. ReedOn-DemandWebinarSale

Job-Specific BSA Training for Senior Management & Directors
Mary-Lou HeighesCompliance, Directors, Human Resources, Senior ManagementMary-Lou HeighesOn-DemandWebinar

Liabilities & Responsibilities of New & Experienced Directors
Ann Brode-HarnerDirectors, Senior ManagementAnn Brode-HarnerOn-DemandWebinar

Maximizing the New Field of Membership Rules & Charter Considerations
David A. ReedCompliance, Directors, Marketing, Senior ManagementDavid A. ReedOn-DemandWebinar

Robbery Prevention, Response & Resilience
Barry ThompsonAuditing & Accounting, Collections, Compliance, Directors, Frontline & New Accounts, Human Resources, Information Technology, IRA, Lending, Marketing, Operations, Security & Fraud, Senior ManagementBarry ThompsonOn-DemandWebinar

Security Officer Reports to the Board: Timing, Contents & Requirements
Barry ThompsonCompliance, Directors, Security & Fraud, Senior ManagementBarry ThompsonOn-DemandWebinar

Seven Keys to Effective Succession Planning
Greyson TuckDirectors, Human Resources, Senior ManagementGreyson TuckOn-DemandWebinar
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