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Anytime Archive Webinars

Accounting/Financials
10 Key Concepts Every Credit Union Professional Should Know (08/24/2017)  
11 Ratios Every Credit Union Professional Should Know (04/25/2017)  
ACH Exceptions, Government Payments, & Deceased Account Holders (09/20/2016)  
Advanced Portfolio Strategies - Evaluating Mortgage-Backed Securities & Collateralized Mortgage Obligations (07/18/2017)  
ALLL for the Non-Accountant (11/18/2015)  
ALM Implementation (10/15/2015)  
ALM Strategies in a Rising Rate Environment (06/08/2018)  
Automated Clearinghouse (ACH) Risks for Business (09/21/2016)  
Basics of Automated Clearinghouse (ACH) Transactions (09/07/2016)  
Blockchain to Bitcoin: Insights for Credit Unions (03/29/2017)  
Computer Security & Social Engineering for the Non-Techie (05/24/2018)  
Counterfeit Checks, Cash, & Forgeries (09/21/2017)  
Current Investment Portfolio Management Trends (05/25/2016)  
Dealing with a Third Party Data Breach (12/09/2015)  
Dissecting Which Loan Participation is Best for your CU (06/15/2016)  
Enterprise Risk Management, Part 1: Introduction to Enterprise Risk Management (03/02/2016)  
Enterprise Risk Management, Part 2: Advanced Enterprise Risk Management Issues (03/09/2016)  
Enterprise Risk Management, Part 3: Enterprise Risk Management from an Information Technology Perspective (03/16/2016)  
ESIGN Compliance: The Electronic Signatures in Global and National Commerce Act (10/18/2017)  
FinCen & BSA Guidance for Serving Marijuana Related Businesses (12/12/2016)  
Fulfilling NCUA Financial Literacy Requirements for Directors, Part 2 (05/09/2017)  
Fundamentals of ACH (04/10/2018)  
How & Why to Audit Your CUSO (10/12/2016)  
How Current Expected Credit Loss (CECL) Will Impact Your Credit Union and What You Need to Do Now, Part 2 (06/26/2017)  
How to Prepare for a Rising Rate Environment (04/28/2017)  
Implementing Current Expected Credit Losses (CECL) Using an Excel Based Approach (11/16/2017)  
Investment Basics (04/03/2018)  
Is Your Credit Union Ready for the New Rate Environment? (05/17/2018)  
Key Elements in an ACH Risk Management Program (03/21/2018)  
Keys to Implementing Your ALM Process (03/07/2017)  
Loan Participation Due Diligence: Risk, Reward, and Regulations (06/30/2016)  
Managing Liquidity, Capital Profiles, & Other Critical Issues (07/28/2016)  
Managing Your Investment Portfolio Assets (05/04/2016)  
Member-Friendly Non-Interest Income (02/04/2015)  
New Financial Accounting Standards Board (FASB) Rules (04/14/2016)  
Ordering & Understanding Your Credit Union's Audit Report (09/15/2015)  
Plastic Card Fraud (09/28/2016)  
Prepare Your Credit Union for Current Expected Credit Loss (CECL), Part 1 (06/12/2017)  
Preparing Your Credit Union's 5300 Call Report (11/22/2016)  
Preparing Your Credit Union's ALM Strategies for the Regulators (05/12/2017)  
Regulation E: Electronic Funds Transfers (05/24/2016)  
Show Me the Money - A Payments Industry Overview (08/29/2017)  
Tax Reform and Its Potential Impact on Member Behaviors (02/22/2018)  
The ABCs of Loan Participation (05/27/2016)  
The Lending Model that Maximizes ROA (03/28/2017)  
Using Technology on a Budget (09/27/2017)  
Vendor Due Diligence (01/27/2015)  
Weighing Technology ROI for a Profitable Future (04/26/2017)  
What You Need to Know About Europay, MasterCard, and Visa (EMV) Chip Technology (01/28/2015)  
What Your Board Packet is Really Telling You (08/14/2015)  
When Your Credit Union is Sued (04/28/2016)  
 
Business Development/Marketing
A Business Development Guide to Spotting & Capitalizing on Opportunity (10/04/2017)  
A Credit Union Sales Program That Works (06/28/2017)  
Advertising Compliance (11/29/2017)  
Best Practices for Financial Institutions on Social Media (07/13/2016)  
Compliance for Marketing Managers (07/15/2015)  
Converting Members from Savers to Borrowers (09/29/2016)  
Courting Boomer Members: A Key Business Growth Strategy (10/06/2015)  
Creating a Sales Culture (08/06/2015)  
Credit Union Differentiation (04/02/2015)  
Credit Union Merger Lessons from The Bachelor (02/23/2017)  
Cross Selling Your Deposit Services (05/31/2018)  
Demystifying Innovation (02/10/2015)  
Effective Vendor Contract Negotiation, Review, & Management (06/13/2018)  
Electronic Strategies for Increasing Product Penetration (10/21/2015)  
Emerging Markets: The Credit Union Intersection of Potential & Philosophy (07/19/2017)  
Exemplary Community Development: Navigating Uncharted Waters (04/27/2016)  
Financial Literacy, Credit Unions, and Generation Z (03/25/2015)  
Finding and Securing the Future: The World in 2030 (04/04/2018)  
Five Critical Things Your Member Survey Isn't Telling You (06/08/2016)  
From Flat to Fantastic (01/16/2018)  
Gamification of Credit Unions: Driving Performance with Feedback, Focus, and Fun (07/27/2017)  
Gen Y Personal Finances: A Crisis of Confidence & Capability (07/07/2015)  
Innovation by Design - Keeping Your Feet on the Ground and Your Head in the Clouds (12/05/2017)  
Let Me Tell You: Effectively Using Storytelling to Connect Members to Your Services (06/21/2017)  
Making the Most Out of Your First Encounter with a New Member (02/22/2018)  
Making Your Credit Union Future Ready (06/18/2018)  
Meet Your Future Member (01/31/2017)  
More Than Service: Advanced Sales Techniques (03/02/2017)  
Optimizing Channels for Superior Member Experience (11/17/2016)  
Social Engineering: The Capacity for Catastrophe (01/20/2015)  
Social Media Plan = Loan Growth (09/17/2015)  
Social Media: Driving Business Through Engagement (01/14/2015)  
Staying Relevant in the Lending Marketplace (08/10/2016)  
Tax Reform and Its Potential Impact on Member Behaviors (02/22/2018)  
Ten Steps to Relentless Loan Growth (05/27/2015)  
The Little Guy's Advantage: How Can Small Credit Unions Thrive? (09/20/2017)  
The Path to Presenter (03/08/2018)  
Turn Up the Volume on Members' Voices (03/06/2018)  
Turning Financial Literacy into Loan Opportunities (02/13/2018)  
UDAAP: Do You Know It When You See It? (06/23/2015)  
Understanding Millennial Attitudes About Finances (10/24/2017)  
Using Social Media with a Purpose with Strategies that Work (07/22/2015)  
Using Technology on a Budget (09/27/2017)  
Using Video to Drive Marketing Opportunities (09/06/2017)  
Weighing Technology ROI for a Profitable Future (04/26/2017)  
Why CUSOs Should Be Part of Your Credit Union's Future (03/07/2018)  
 
Compliance/Regulatory
Advertising Compliance (11/29/2017)  
Bank Secrecy Act (BSA) Compliance for BSA Officers (08/24/2017)  
Bank Secrecy Act (BSA) Compliance for Frontline Staff (08/23/2017)  
Bank Secrecy Act (BSA) Compliance for Lenders (08/22/2017)  
Bank Secrecy Act (BSA) Compliance for Volunteers (07/25/2017)  
Best Practices in Data Privacy & Cybersecurity (03/13/2018)  
Blockchain to Bitcoin: Insights for Credit Unions (03/29/2017)  
Blogging Till it Megahurtz: How Social Networking Content Can be Used to Compromise Your Credit Union (03/22/2017)  
Building Your Compliance Program (12/02/2015)  
Compliance for Marketing Managers (07/15/2015)  
Compliance for Opening New Accounts (08/18/2015)  
Compliance Issues for Credit Union Boards (02/07/2018)  
Compliance Management Case Studies (05/09/2018)  
Compliance Rules for Your Frontline Team (12/06/2016)  
Conducting a Physical Security Review (01/25/2018)  
Consumer Financial Protection Bureau (CFPB) Prepaid Accounts Rule Compliance (06/22/2017)  
Crafting & Managing an Effective Violence in the Workplace Program (04/07/2016)  
Credit Card Compliance (02/14/2018)  
Cross Selling Your Lending Services (05/15/2018)  
CU Online Compliance: Balancing Web Site Security, Member Protection, & Regulatory Correctness (10/06/2016)  
Cybersecurity: FFIEC Initiatives & Observations from the 2014 Assessments (01/07/2015)  
Cybersecurity: Is Your Credit Union Penetrable? (01/06/2016)  
Dealing with a Third Party Data Breach (12/09/2015)  
ESIGN Compliance: The Electronic Signatures in Global and National Commerce Act (10/18/2017)  
Facing Challenges from the Cyber Domain (01/19/2017)  
Fair Credit Reporting Act Compliance (02/24/2016)  
Fair Lending Practices (03/17/2015)  
FinCen & BSA Guidance for Serving Marijuana Related Businesses (12/12/2016)  
Fundamentals of ACH (04/10/2018)  
Getting Ready for a Fair Lending Examination (05/19/2016)  
Hash Tags to Security Holds: Using Social Networking to Compromise a Credit Union (03/08/2016)  
Health Savings Accounts — Here to Stay (02/11/2016)  
Home Mortgage Disclosure Act (HMDA) Compliance (01/31/2018)  
Hot Button Examination Issues (01/18/2018)  
How to Create & Manage Your Compliance Program (06/08/2017)  
Identity Theft Red Flags (11/29/2016)  
Lending to Service Members (09/15/2016)  
Loan Participation Due Diligence: Risk, Reward, and Regulations (06/30/2016)  
Member Business Accounts Compliance (04/06/2017)  
Merchant Data Breaches (02/06/2018)  
Mortgage Loan Origination Compliance (01/17/2018)  
Mortgage Loan Servicing Compliance (01/24/2018)  
New Financial Accounting Standards Board (FASB) Rules (04/14/2016)  
Payments Fraud (04/24/2018)  
Plan Now for Cyber Attacks (06/07/2018)  
Plastic Card Fraud (09/28/2016)  
Plastic Card Fraud & EMV (12/01/2015)  
Preparing Your Credit Union's 5300 Call Report (11/22/2016)  
Preparing Your Credit Union's ALM Strategies for the Regulators (05/12/2017)  
Record Retention & Destruction Rules (08/02/2017)  
Regulation B: Equal Credit Opportunity Act (05/11/2016)  
Regulation C: Home Mortgage Disclosure Act (HMDA) Reporting (02/03/2016)  
Regulation CC: It's More Than Just Holds on Checks! (05/10/2018)  
Regulation DD: Truth in Savings Act (TISA) (02/16/2016)  
Regulation E: Electronic Funds Transfers (05/24/2016)  
Regulation of Offsite Employee Activity: Privacy, Social Media and After Hours Conduct Concerns (09/23/2015)  
Regulation P: Privacy of Consumer Financial Information (05/06/2016)  
Regulation V: Fair Credit Reporting Act (06/09/2016)  
Regulation Z: Truth in Lending Act (TILA) Compliance (04/21/2016)  
Resolving Member Complaints & Transaction Disputes (04/13/2016)  
Responding to Federal Levies (03/27/2018)  
Responding to Federal Subpoenas (03/28/2018)  
S.A.F.E. Act & Other Loan Originator Requirements (08/11/2017)  
Smart Phone Lending and the Demise of Paper Loans (02/28/2018)  
The Do's & Don'ts of ACH Dispute Handling (02/21/2018)  
The Laws of Checking Accounts (12/12/2017)  
The New & Improved Member Business Lending Regulation (04/20/2016)  
UDAAP: Do You Know It When You See It? (06/23/2015)  
Understanding the National Credit Union Share Insurance Fund (NCUSIF) (07/19/2016)  
Vendor Due Diligence (01/27/2015)  
What You Need to Know About Europay, MasterCard, and Visa (EMV) Chip Technology (01/28/2015)  
When a Borrower Dies - Common Mistakes Made by Credit Unions (09/15/2015)  
Writing Policies & Procedures (05/02/2018)  
 
Human Resources
Attracting, Engaging, and Retaining Top Talent: Creating a Culture to be the Employer of Choice (05/03/2017)  
Avoiding the Trap of Operational Inefficiencies: Uncover & Eliminate the Gremlins of Inefficiency (09/16/2015)  
Better Than the Best: Using Communication to Transform Your Team (04/05/2017)  
Body Language for Successful Sales (08/15/2017)  
Breaking the Rules: Training for Success by Coaching Yourself Out of a Job (02/16/2017)  
Calm, Cool, & Collected: Communication Skills for Emotionally Charged Situations (01/13/2016)  
Communication Skills to Decrease Stress (10/05/2016)  
Crafting & Managing an Effective Violence in the Workplace Program (04/07/2016)  
Designing & Implementing a Strong Internship Program (04/11/2017)  
Drama Free Meetings (05/22/2018)  
Excel Under Pressure: How to Accomplish More with Less Time, Energy, & Effort Than You Imagined Possible (07/13/2017)  
From Marketing to CEO: Your Personal Roadmap to CEO (04/12/2016)  
Getting a Grip on Change (04/25/2018)  
How to Give Performance Feedback: Secrets of Highly Effective Criticism & Discipline (02/15/2018)  
How to Inspire Lasting Employee Engagement (09/19/2017)  
How to Survive a Mass Shooting in Your Workplace (04/12/2017)  
In Love with the Voice: Building Your Credit Union Telephone Skills (05/26/2016)  
Innovative Leadership: Rethink, Renew, Revive (03/30/2016)  
Internal Fraud & Loan Fraud: Opportunity Makes the Thief (03/29/2016)  
Investigating Internal Fraud for the Beginner (05/17/2016)  
Lead Where You Stand (06/21/2018)  
Love, L.E.A.R.N., and Wet Cats: The Power of Unconditional Service (05/24/2017)  
Managing Multiple Priorities: Work Smarter, Not Harder (03/20/2018)  
Performance Management: A Seasoned Supervisor's Guide to Staff Development (02/19/2015)  
Preparing for Workplace Violence: A Good Plan Can Stop the Bad Guys in their Tracks (04/15/2015)  
Regulation of Offsite Employee Activity: Privacy, Social Media and After Hours Conduct Concerns (09/23/2015)  
Robbery Awareness: Back Office Responsibilities (02/08/2017)  
Robbery Training for Frontline Staff (02/07/2017)  
Say it With Backbone, Not Bite: Assertiveness Skills for Success (05/16/2018)  
Ten Keys to Hiring the Right Candidate the First Time (01/26/2016)  
Ten Secrets to Effective Employee Onboarding (02/10/2016)  
Tips for Terrific Talking, Part 1: Crafting POWER-full Presentations (08/02/2016)  
Tips for Terrific Talking, Part 2: Delivering POWER-full Presentations (08/09/2016)  
Tomorrow's Leaders Were Hired Yesterday (02/20/2018)  
Transformational Leadership: Going from Manager to Leader/Mentor (09/12/2017)  
UDAAP: Do You Know It When You See It? (06/23/2015)  
When Insiders Go Bad: Cyber Threats Inside Your Credit Union (03/15/2017)  
Writing Policies & Procedures (05/02/2018)  
 
Leadership/Management
10 Key Concepts Every Credit Union Professional Should Know (08/24/2017)  
11 Ratios Every Credit Union Professional Should Know (04/25/2017)  
ALM Implementation (10/15/2015)  
Avoiding the Trap of Operational Inefficiencies: Uncover & Eliminate the Gremlins of Inefficiency (09/16/2015)  
Best Practices in Organizational Development (01/24/2017)  
Better Than the Best: Using Communication to Transform Your Team (04/05/2017)  
Board of Director Duties & Responsibilities (07/29/2015)  
Breaking the Rules: Training for Success by Coaching Yourself Out of a Job (02/16/2017)  
Calling the Right Play: Challenges for Credit Union Directors & CEOs (06/29/2016)  
Career Development: Mind Your Own Business (05/10/2016)  
Compliance Issues for Credit Union Boards (02/07/2018)  
Conducting an Effective CEO Evaluation (08/20/2015)  
Courting Boomer Members: A Key Business Growth Strategy (10/06/2015)  
Creating a Sales Culture (08/06/2015)  
Credit Union Differentiation (04/02/2015)  
Credit Union Merger Lessons from The Bachelor (02/23/2017)  
Defy Marketplace Gravity! Succeed No Matter What This Economy Does (01/30/2018)  
Demystifying Innovation (02/10/2015)  
Designing & Implementing a Strong Internship Program (04/11/2017)  
Disruption in Banking: Who Will Be Our Uber? (02/21/2017)  
Drama Free Meetings (05/22/2018)  
Effective Vendor Contract Negotiation, Review, & Management (06/13/2018)  
Eight Strategies for Aspiring CU Leaders (06/07/2017)  
Eisenhower on Enlightened Leadership (05/18/2017)  
Emerging Markets: The Credit Union Intersection of Potential & Philosophy (07/19/2017)  
Financial Literacy, Credit Unions, and Generation Z (03/25/2015)  
Finding and Securing the Future: The World in 2030 (04/04/2018)  
From Marketing to CEO: Your Personal Roadmap to CEO (04/12/2016)  
From the Battlefield to the Board Room: Secrets to High Performance Leadership (08/09/2017)  
Getting a Grip on Change (04/25/2018)  
Hot Button Examination Issues (01/18/2018)  
How to Delegate (09/22/2016)  
How to Give Performance Feedback: Secrets of Highly Effective Criticism & Discipline (02/15/2018)  
How to Inspire Lasting Employee Engagement (09/19/2017)  
In Love with the Voice: Building Your Credit Union Telephone Skills (05/26/2016)  
Innovation by Design - Keeping Your Feet on the Ground and Your Head in the Clouds (12/05/2017)  
Innovative Leadership: Rethink, Renew, Revive (03/30/2016)  
Internal Fraud & Loan Fraud: Opportunity Makes the Thief (03/29/2016)  
Investment Basics (04/03/2018)  
Is Your Credit Union Ready for the New Rate Environment? (05/17/2018)  
Lead Different: 6 Solutions That Drive Positive Organization Change (02/26/2015)  
Lead Where You Stand (06/21/2018)  
Leadership vs. Management: What It Takes to Be Successful in Today's Economy (12/08/2016)  
Lending 101 for Volunteers (01/26/2017)  
Making Your Credit Union Future Ready (06/18/2018)  
Managing Across the Generations (09/08/2016)  
Managing Multiple Priorities: Work Smarter, Not Harder (03/20/2018)  
Member Conflict: Opportunity Knocks! (08/04/2016)  
Member Experience - Consumer-Centric Strategic Advantage (05/30/2018)  
Merchant Data Breaches (02/06/2018)  
Opportunities in Credit Union Board Governance (08/31/2015)  
Ordering & Understanding Your Credit Union's Audit Report (09/15/2015)  
Performance Management: A Seasoned Supervisor's Guide to Staff Development (02/19/2015)  
Plan for the Future: Board Succession (01/12/2018)  
Preparing for Workplace Violence: A Good Plan Can Stop the Bad Guys in their Tracks (04/15/2015)  
Recipe for a Well-Blended Multigenerational Team (02/08/2018)  
Regulation of Offsite Employee Activity: Privacy, Social Media and After Hours Conduct Concerns (09/23/2015)  
Say it With Backbone, Not Bite: Assertiveness Skills for Success (05/16/2018)  
Tax Reform and Its Potential Impact on Member Behaviors (02/22/2018)  
The Art of e-Business Etiquette (05/05/2016)  
The Board Calibration Process: Alignment is Not Just for Tires (01/09/2018)  
The Board's Responsibility in Cyber Risk (01/09/2018)  
The Five Most Important Roles of the Credit Union Director (01/31/2017)  
The Little Guy's Advantage: How Can Small Credit Unions Thrive? (09/20/2017)  
The Path to Presenter (03/08/2018)  
The Seven Habits of Highly Effective Supervisory Committees (08/14/2015)  
The Ten Essential Elements for Crafting & Managing an Effective Director Training Program (08/17/2015)  
The Top Ten Questions Board Members Need to Ask NOW! (08/20/2015)  
Three Must Have Skills to Move from Asleep at the Wheel to Awake & Action (01/11/2017)  
Tips for Terrific Talking, Part 1: Crafting POWER-full Presentations (08/02/2016)  
Tips for Terrific Talking, Part 2: Delivering POWER-full Presentations (08/09/2016)  
Tomorrow's Leaders Were Hired Yesterday (02/20/2018)  
Transformational Leadership: Going from Manager to Leader/Mentor (09/12/2017)  
Turn Up the Volume on Members' Voices (03/06/2018)  
Understanding Successful Credit Union Business Models (08/08/2017)  
Unlocking Your Team's Potential to Achieve Results (01/11/2018)  
What Your Board Packet is Really Telling You (08/14/2015)  
Why CUSOs Should Be Part of Your Credit Union's Future (03/07/2018)  
With a Little Help From My Friends: Collaboration in the Credit Union Space (06/14/2017)  
 
Lending/Collections
A Frontline Perspective: Protecting Your Credit Union from Losses (10/25/2016)  
Advanced Portfolio Strategies - Evaluating Mortgage-Backed Securities & Collateralized Mortgage Obligations (07/18/2017)  
ALLL for the Non-Accountant (11/18/2015)  
Bank Secrecy Act (BSA) Compliance for Lenders (08/22/2017)  
Best Practices in Consumer Lending (08/05/2015)  
Collections for Credit Unions (06/22/2016)  
Consumer Financial Protection Bureau (CFPB) Prepaid Accounts Rule Compliance (06/22/2017)  
Converting Members from Savers to Borrowers (09/29/2016)  
Counterfeit Checks, Cash, & Forgeries (09/21/2017)  
Courting Boomer Members: A Key Business Growth Strategy (10/06/2015)  
Cross Selling Your Lending Services (05/15/2018)  
Dissecting Which Loan Participation is Best for your CU (06/15/2016)  
Fair Credit Reporting Act Compliance (02/24/2016)  
Fair Lending Practices (03/17/2015)  
Financial Counseling for Loan Officers (08/19/2015)  
From Flat to Fantastic (01/16/2018)  
Getting Ready for a Fair Lending Examination (05/19/2016)  
Home Mortgage Disclosure Act (HMDA) Compliance (01/31/2018)  
How to Read a Credit Bureau Report (05/16/2017)  
How to Safely and Profitably Offer Loans to a Non-Prime Market (03/04/2015)  
I'm NOT a Salesman! (06/20/2018)  
Implementing Current Expected Credit Losses (CECL) Using an Excel Based Approach (11/16/2017)  
Learnings from Consumers: What Drives Consumers to Become Your New Members (09/02/2015)  
Lending to Service Members (09/15/2016)  
Loan Officer 101 (03/22/2018)  
Loan Participation Due Diligence: Risk, Reward, and Regulations (06/30/2016)  
Malware Mules & Money (08/31/2016)  
Managing Technology in the Workplace (07/26/2016)  
Mortgage Loan Origination Compliance (01/17/2018)  
Peer-to-Peer Lending: It's In Our DNA (05/04/2017)  
Plastic Card Fraud (09/28/2016)  
Plastic Card Fraud & EMV (12/01/2015)  
Reading & Understanding Income Tax Returns (02/25/2016)  
Regulation B: Equal Credit Opportunity Act (05/11/2016)  
Regulation C: Home Mortgage Disclosure Act (HMDA) Reporting (02/03/2016)  
Regulation V: Fair Credit Reporting Act (06/09/2016)  
Regulation Z: Truth in Lending Act (TILA) Compliance (04/21/2016)  
Reverse Mortgages 101 - The Myths and Facts (10/26/2017)  
S.A.F.E. Act & Other Loan Originator Requirements (08/11/2017)  
Skip Tracing (10/19/2016)  
Smart Phone Lending and the Demise of Paper Loans (02/28/2018)  
Social Media: Driving Business Through Engagement (01/14/2015)  
Staying Relevant in the Lending Marketplace (08/10/2016)  
Tax Reform and Its Potential Impact on Member Behaviors (02/22/2018)  
Ten Steps to Relentless Loan Growth (05/27/2015)  
The ABCs of Loan Participation (05/27/2016)  
The Art of Asking Questions: Your Key to Credit Union Sales (03/17/2016)  
The Lending Model that Maximizes ROA (03/28/2017)  
The New & Improved Member Business Lending Regulation (04/20/2016)  
Turning Financial Literacy into Loan Opportunities (02/13/2018)  
UDAAP: Do You Know It When You See It? (06/23/2015)  
When a Borrower Dies - Common Mistakes Made by Credit Unions (09/15/2015)  
 
Member Service
A Business Development Guide to Spotting & Capitalizing on Opportunity (10/04/2017)  
A Frontline Perspective: Protecting Your Credit Union from Losses (10/25/2016)  
ACH Exceptions, Government Payments, & Deceased Account Holders (09/20/2016)  
Automated Clearinghouse (ACH) Risks for Business (09/21/2016)  
Bank Secrecy Act (BSA) Compliance for Frontline Staff (08/23/2017)  
Basics of Automated Clearinghouse (ACH) Transactions (09/07/2016)  
Best Practices for Financial Institutions on Social Media (07/13/2016)  
Best Practices in Consumer Lending (08/05/2015)  
Better Than the Best: Using Communication to Transform Your Team (04/05/2017)  
Body Language for Successful Sales (08/15/2017)  
Call Center Metrics from the Member's Perspective (04/22/2015)  
Call Center Security: The Red Flags of Social Engineering (05/11/2017)  
Calm, Cool, & Collected: Communication Skills for Emotionally Charged Situations (01/13/2016)  
Collections for Credit Unions (06/22/2016)  
Communication Skills to Decrease Stress (10/05/2016)  
Compliance for Opening New Accounts (08/18/2015)  
Compliance Management Case Studies (05/09/2018)  
Compliance Rules for Your Frontline Team (12/06/2016)  
Computer Security & Social Engineering for the Non-Techie (05/24/2018)  
Converting Members from Savers to Borrowers (09/29/2016)  
Counterfeit Checks, Cash, & Forgeries (09/21/2017)  
Courting Boomer Members: A Key Business Growth Strategy (10/06/2015)  
Creating a Sales Culture (08/06/2015)  
Cross Selling Your Deposit Services (05/31/2018)  
Cross Selling Your Lending Services (05/15/2018)  
Demystifying Innovation (02/10/2015)  
Disruption in Banking: Who Will Be Our Uber? (02/21/2017)  
Electronic Strategies for Increasing Product Penetration (10/21/2015)  
Excel Under Pressure: How to Accomplish More with Less Time, Energy, & Effort Than You Imagined Possible (07/13/2017)  
Exemplary Community Development: Navigating Uncharted Waters (04/27/2016)  
Facing Challenges from the Cyber Domain (01/19/2017)  
Financial Counseling for Loan Officers (08/19/2015)  
Financial Literacy, Credit Unions, and Generation Z (03/25/2015)  
FinCen & BSA Guidance for Serving Marijuana Related Businesses (12/12/2016)  
Five Critical Things Your Member Survey Isn't Telling You (06/08/2016)  
Gamification of Credit Unions: Driving Performance with Feedback, Focus, and Fun (07/27/2017)  
Gen Y Personal Finances: A Crisis of Confidence & Capability (07/07/2015)  
Getting a Grip on Change (04/25/2018)  
Hash Tags to Security Holds: Using Social Networking to Compromise a Credit Union (03/08/2016)  
Health Savings Accounts — Here to Stay (02/11/2016)  
How to Survive a Mass Shooting in Your Workplace (04/12/2017)  
Identity Theft Red Flags (11/29/2016)  
I'm NOT a Salesman! (06/20/2018)  
Innovation by Design - Keeping Your Feet on the Ground and Your Head in the Clouds (12/05/2017)  
Learnings from Consumers: What Drives Consumers to Become Your New Members (09/02/2015)  
Let Me Tell You: Effectively Using Storytelling to Connect Members to Your Services (06/21/2017)  
Loan Officer 101 (03/22/2018)  
Love, L.E.A.R.N., and Wet Cats: The Power of Unconditional Service (05/24/2017)  
Making the Most Out of Your First Encounter with a New Member (02/22/2018)  
Malware Mules & Money (08/31/2016)  
Managing Across the Generations (09/08/2016)  
Managing Technology in the Workplace (07/26/2016)  
Meet Your Future Member (01/31/2017)  
Member Business Accounts Compliance (04/06/2017)  
Member Conflict: Opportunity Knocks! (08/04/2016)  
Member Experience - Consumer-Centric Strategic Advantage (05/30/2018)  
More Than Service: Advanced Sales Techniques (03/02/2017)  
Optimizing Channels for Superior Member Experience (11/17/2016)  
Plastic Card Fraud & EMV (12/01/2015)  
Reading & Understanding Income Tax Returns (02/25/2016)  
Recipe for a Well-Blended Multigenerational Team (02/08/2018)  
Record Retention & Destruction Rules (08/02/2017)  
Regulation CC: It's More Than Just Holds on Checks! (05/10/2018)  
Reverse Mortgages 101 - The Myths and Facts (10/26/2017)  
Robbery Awareness: Back Office Responsibilities (02/08/2017)  
Robbery Training for Frontline Staff (02/07/2017)  
Say it With Backbone, Not Bite: Assertiveness Skills for Success (05/16/2018)  
Skip Tracing (10/19/2016)  
Social Engineering: The Capacity for Catastrophe (01/20/2015)  
Social Media Plan = Loan Growth (09/17/2015)  
Social Media: Driving Business Through Engagement (01/14/2015)  
The Art of Asking Questions: Your Key to Credit Union Sales (03/17/2016)  
The Art of e-Business Etiquette (05/05/2016)  
The Laws of Checking Accounts (12/12/2017)  
The Path to Presenter (03/08/2018)  
Tomorrow's Leaders Were Hired Yesterday (02/20/2018)  
Turn Up the Volume on Members' Voices (03/06/2018)  
Turning Financial Literacy into Loan Opportunities (02/13/2018)  
UDAAP: Do You Know It When You See It? (06/23/2015)  
Understanding Millennial Attitudes About Finances (10/24/2017)  
Understanding the National Credit Union Share Insurance Fund (NCUSIF) (07/19/2016)  
Unlocking Your Team's Potential to Achieve Results (01/11/2018)  
Using Social Media with a Purpose with Strategies that Work (07/22/2015)  
Using Video to Drive Marketing Opportunities (09/06/2017)  
When a Borrower Dies - Common Mistakes Made by Credit Unions (09/15/2015)  
 
Operations
A Credit Union Sales Program That Works (06/28/2017)  
A Frontline Perspective: Protecting Your Credit Union from Losses (10/25/2016)  
ACH Exceptions, Government Payments, & Deceased Account Holders (09/20/2016)  
Advanced Portfolio Strategies - Evaluating Mortgage-Backed Securities & Collateralized Mortgage Obligations (07/18/2017)  
ALLL for the Non-Accountant (11/18/2015)  
ALM Implementation (10/15/2015)  
ALM Strategies in a Rising Rate Environment (06/08/2018)  
Automated Clearinghouse (ACH) Risks for Business (09/21/2016)  
Bank Secrecy Act (BSA) Compliance for Volunteers (07/25/2017)  
Basics of Automated Clearinghouse (ACH) Transactions (09/07/2016)  
Best Practices for Financial Institutions on Social Media (07/13/2016)  
Best Practices in Consumer Lending (08/05/2015)  
Best Practices in Data Privacy & Cybersecurity (03/13/2018)  
Blockchain to Bitcoin: Insights for Credit Unions (03/29/2017)  
Blogging Till it Megahurtz: How Social Networking Content Can be Used to Compromise Your Credit Union (03/22/2017)  
Building Your Compliance Program (12/02/2015)  
Call Center Metrics from the Member's Perspective (04/22/2015)  
Call Center Security: The Red Flags of Social Engineering (05/11/2017)  
Calm, Cool, & Collected: Communication Skills for Emotionally Charged Situations (01/13/2016)  
Collections for Credit Unions (06/22/2016)  
Compliance for Marketing Managers (07/15/2015)  
Compliance for Opening New Accounts (08/18/2015)  
Compliance Rules for Your Frontline Team (12/06/2016)  
Conducting a Physical Security Review (01/25/2018)  
Consumer Financial Protection Bureau (CFPB) Prepaid Accounts Rule Compliance (06/22/2017)  
Counterfeit Checks, Cash, & Forgeries (09/21/2017)  
Courting Boomer Members: A Key Business Growth Strategy (10/06/2015)  
Crafting & Managing an Effective Violence in the Workplace Program (04/07/2016)  
Creating a Sales Culture (08/06/2015)  
Credit Union Merger Lessons from The Bachelor (02/23/2017)  
CU Online Compliance: Balancing Web Site Security, Member Protection, & Regulatory Correctness (10/06/2016)  
Current Investment Portfolio Management Trends (05/25/2016)  
Cybersecurity: FFIEC Initiatives & Observations from the 2014 Assessments (01/07/2015)  
Cybersecurity: Is Your Credit Union Penetrable? (01/06/2016)  
Dealing with a Third Party Data Breach (12/09/2015)  
Digital Kidnapping: Protecting Your Credit Union from Ransomware and CryptoLocker (03/08/2017)  
Dissecting Which Loan Participation is Best for your CU (06/15/2016)  
Effective Vendor Contract Negotiation, Review, & Management (06/13/2018)  
Emerging Markets: The Credit Union Intersection of Potential & Philosophy (07/19/2017)  
Enterprise Risk Management, Part 1: Introduction to Enterprise Risk Management (03/02/2016)  
Enterprise Risk Management, Part 2: Advanced Enterprise Risk Management Issues (03/09/2016)  
Enterprise Risk Management, Part 3: Enterprise Risk Management from an Information Technology Perspective (03/16/2016)  
ESIGN Compliance: The Electronic Signatures in Global and National Commerce Act (10/18/2017)  
Exemplary Community Development: Navigating Uncharted Waters (04/27/2016)  
Facing Challenges from the Cyber Domain (01/19/2017)  
Fair Credit Reporting Act Compliance (02/24/2016)  
Financial Counseling for Loan Officers (08/19/2015)  
FinCen & BSA Guidance for Serving Marijuana Related Businesses (12/12/2016)  
Five Critical Things Your Member Survey Isn't Telling You (06/08/2016)  
Fundamentals of ACH (04/10/2018)  
Gamification of Credit Unions: Driving Performance with Feedback, Focus, and Fun (07/27/2017)  
Getting Ready for a Fair Lending Examination (05/19/2016)  
Hash Tags to Security Holds: Using Social Networking to Compromise a Credit Union (03/08/2016)  
Health Savings Accounts — Here to Stay (02/11/2016)  
How & Why to Audit Your CUSO (10/12/2016)  
How Current Expected Credit Loss (CECL) Will Impact Your Credit Union and What You Need to Do Now, Part 2 (06/26/2017)  
How to Delegate (09/22/2016)  
How to Prepare for a Rising Rate Environment (04/28/2017)  
How to Safely and Profitably Offer Loans to a Non-Prime Market (03/04/2015)  
How to Survive a Mass Shooting in Your Workplace (04/12/2017)  
Identity Theft Red Flags (11/29/2016)  
Implementing Current Expected Credit Losses (CECL) Using an Excel Based Approach (11/16/2017)  
In Love with the Voice: Building Your Credit Union Telephone Skills (05/26/2016)  
Internal Fraud & Loan Fraud: Opportunity Makes the Thief (03/29/2016)  
Investigating Internal Fraud for the Beginner (05/17/2016)  
Is Your Credit Union Ready for the New Rate Environment? (05/17/2018)  
Key Elements in an ACH Risk Management Program (03/21/2018)  
Learnings from Consumers: What Drives Consumers to Become Your New Members (09/02/2015)  
Lending to Service Members (09/15/2016)  
Loan Participation Due Diligence: Risk, Reward, and Regulations (06/30/2016)  
Love, L.E.A.R.N., and Wet Cats: The Power of Unconditional Service (05/24/2017)  
Making Your Credit Union Future Ready (06/18/2018)  
Malware Mules & Money (08/31/2016)  
Managing Across the Generations (09/08/2016)  
Managing Liquidity, Capital Profiles, & Other Critical Issues (07/28/2016)  
Managing Technology in the Workplace (07/26/2016)  
Managing Your Investment Portfolio Assets (05/04/2016)  
Member Conflict: Opportunity Knocks! (08/04/2016)  
Member Experience - Consumer-Centric Strategic Advantage (05/30/2018)  
Merchant Data Breaches (02/06/2018)  
New Financial Accounting Standards Board (FASB) Rules (04/14/2016)  
Optimizing Channels for Superior Member Experience (11/17/2016)  
Performance Management: A Seasoned Supervisor's Guide to Staff Development (02/19/2015)  
Plan Now for Cyber Attacks (06/07/2018)  
Plastic Card Fraud (09/28/2016)  
Plastic Card Fraud & EMV (12/01/2015)  
Prepare Your Credit Union for Current Expected Credit Loss (CECL), Part 1 (06/12/2017)  
Preparing Your Credit Union's 5300 Call Report (11/22/2016)  
Preparing Your Credit Union's ALM Strategies for the Regulators (05/12/2017)  
Reading & Understanding Income Tax Returns (02/25/2016)  
Regulation B: Equal Credit Opportunity Act (05/11/2016)  
Regulation C: Home Mortgage Disclosure Act (HMDA) Reporting (02/03/2016)  
Regulation CC: It's More Than Just Holds on Checks! (05/10/2018)  
Regulation DD: Truth in Savings Act (TISA) (02/16/2016)  
Regulation E: Electronic Funds Transfers (05/24/2016)  
Regulation of Offsite Employee Activity: Privacy, Social Media and After Hours Conduct Concerns (09/23/2015)  
Regulation P: Privacy of Consumer Financial Information (05/06/2016)  
Regulation V: Fair Credit Reporting Act (06/09/2016)  
Regulation Z: Truth in Lending Act (TILA) Compliance (04/21/2016)  
Resolving Member Complaints & Transaction Disputes (04/13/2016)  
Reverse Mortgages 101 - The Myths and Facts (10/26/2017)  
Robbery Awareness: Back Office Responsibilities (02/08/2017)  
Robbery Training for Frontline Staff (02/07/2017)  
S.A.F.E. Act & Other Loan Originator Requirements (08/11/2017)  
Show Me the Money - A Payments Industry Overview (08/29/2017)  
Skip Tracing (10/19/2016)  
Smart Phone Lending and the Demise of Paper Loans (02/28/2018)  
Social Engineering: The Capacity for Catastrophe (01/20/2015)  
Staying Relevant in the Lending Marketplace (08/10/2016)  
Stress Testing for Effective Risk Management (11/14/2017)  
Tax Reform and Its Potential Impact on Member Behaviors (02/22/2018)  
Ten Keys to Hiring the Right Candidate the First Time (01/26/2016)  
Ten Secrets to Effective Employee Onboarding (02/10/2016)  
Ten Steps to Relentless Loan Growth (05/27/2015)  
The ABCs of Loan Participation (05/27/2016)  
The Art of Asking Questions: Your Key to Credit Union Sales (03/17/2016)  
The Art of e-Business Etiquette (05/05/2016)  
The Lending Model that Maximizes ROA (03/28/2017)  
The New & Improved Member Business Lending Regulation (04/20/2016)  
The Ten Essential Elements for Crafting & Managing an Effective Director Training Program (08/17/2015)  
UDAAP: Do You Know It When You See It? (06/23/2015)  
Understanding the National Credit Union Share Insurance Fund (NCUSIF) (07/19/2016)  
Using Social Media with a Purpose with Strategies that Work (07/22/2015)  
Using Technology on a Budget (09/27/2017)  
Vendor Due Diligence (01/27/2015)  
Weighing Technology ROI for a Profitable Future (04/26/2017)  
When a Borrower Dies - Common Mistakes Made by Credit Unions (09/15/2015)  
When Your Credit Union is Sued (04/28/2016)  
Why CUSOs Should Be Part of Your Credit Union's Future (03/07/2018)  
Writing Policies & Procedures (05/02/2018)  
 
Volunteer
10 Key Concepts Every Credit Union Professional Should Know  
11 Ratios Every Credit Union Professional Should Know  
Advanced Portfolio Strategies - Evaluating Mortgage-Backed Securities & Collateralized Mortgage Obligations  
ALLL for the Non-Accountant  
Bank Secrecy Act (BSA) Compliance for Volunteers  
Board of Director Duties & Responsibilities  
Compliance Issues for Credit Union Boards  
Conducting an Effective CEO Evaluation  
Credit Union Differentiation  
Emerging Markets: The Credit Union Intersection of Potential & Philosophy  
Finding and Securing the Future: The World in 2030  
From the Battlefield to the Board Room: Secrets to High Performance Leadership  
Fulfilling NCUA Financial Literacy Requirements for Directors, Part 1  
Fulfilling NCUA Financial Literacy Requirements for Directors, Part 2  
Investment Basics  
Lead Different: 6 Solutions That Drive Positive Organization Change  
Lending 101 for Volunteers  
Making Your Credit Union Future Ready  
Opportunities in Credit Union Board Governance  
Ordering & Understanding Your Credit Union's Audit Report  
Plan for the Future: Board Succession  
Seven Simple Steps to Becoming a Strategic Board  
Tax Reform and Its Potential Impact on Member Behaviors  
The Board Calibration Process: Alignment is Not Just for Tires  
The Board's Responsibility in Cyber Risk  
The Five Most Important Roles of the Credit Union Director  
The Seven Habits of Highly Effective Supervisory Committees  
The Supervisory Committee of the 21st Century  
The Ten Essential Elements for Crafting & Managing an Effective Director Training Program  
The Top Ten Questions Board Members Need to Ask NOW!  
What Your Board Packet is Really Telling You