Events

Archived Webinars

Accounting/Financials
11 Ratios Every Credit Union Professional Should Know (09/29/2015)  
ACH Exceptions, Government Payments, & Deceased Account Holders (09/10/2014)  
ACH Risks for Business (09/17/2014)  
ALLL for the Non-Accountant (11/18/2015)  
ALM Implementation (10/15/2015)  
Basics of Automated Clearing House (ACH) Transactions (09/03/2014)  
Dealing with a Third Party Data Breach (12/09/2015)  
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)  
Fulfilling NCUA Financial Literacy Requirements for Directors, Part 1 (05/21/2015)  
Fulfilling NCUA Financial Literacy Requirements for Directors, Part 2 (05/26/2015)  
IRS Reporting Requirements (11/19/2015)  
Loan Participations: A Tool for Liquidity, Managing Risk, & Balance Sheet Allocation (08/21/2014)  
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)  
Payment Systems for the Future (03/27/2014)  
Regulation E: Electronic Funds Transfers (05/24/2016)  
Vendor Due Diligence (01/27/2015)  
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
Advertising Compliance: Rules & Risks (03/26/2014)  
Blowing the Doors Off Business Development (11/06/2014)  
Branches, Smart Phones, and New Technology: The Evolving Definition of Member Convenience (01/29/2014)  
Compliance for Marketing Managers (07/15/2015)  
Courting Boomer Members: A Key Business Growth Strategy (10/06/2015)  
Creating a Sales Culture (08/06/2015)  
Credit Union Differentiation (04/02/2015)  
Cross Selling Your Deposit Services (06/16/2015)  
Cross Selling Your Lending Services (06/24/2015)  
Demystifying Innovation (02/10/2015)  
Eight Techniques for Successful Networking (09/09/2014)  
Electronic Strategies for Increasing Product Penetration (10/21/2015)  
Exemplary Community Development: Navigating Uncharted Waters (04/27/2016)  
Financial Literacy, Credit Unions, and Generation Z (03/25/2015)  
Gen Y Personal Finances: A Crisis of Confidence & Capability (07/07/2015)  
Making the Most Out of Your First Encounter with a New Member (07/02/2014)  
Putting the 'Credit' Back Into Credit Union: Becoming Relevant in the Lending Marketplace (05/21/2014)  
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)  
Ten Steps to Relentless Loan Growth (05/27/2015)  
The Virtual Model: Dealing with Member Ghosts (05/13/2015)  
UDAAP: Do You Know It When You See It? (06/23/2015)  
Using Social Media with a Purpose with Strategies that Work (07/22/2015)  
 
Compliance/Regulatory
Bank Secrecy Act (BSA) for BSA Officers (08/28/2015)  
Bank Secrecy Act (BSA) for Frontline Staff (08/27/2015)  
Bank Secrecy Act (BSA) for Lenders (08/26/2015)  
Bank Secrecy Act (BSA) for Volunteers (07/30/2015)  
Building Your Compliance Program (12/02/2015)  
Business Account Administration (05/05/2015)  
Checking Account Rules & Regulations (07/09/2014)  
Compliance for Frontline Staff (05/28/2014)  
Compliance for Marketing Managers (07/15/2015)  
Compliance for Opening Accounts Online (07/30/2014)  
Compliance for Opening New Accounts (08/18/2015)  
Compliance Issues for Credit Union Boards (04/06/2016)  
Crafting & Managing an Effective Violence in the Workplace Program (04/07/2016)  
Credit Card Compliance (01/27/2016)  
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)  
Effective Vendor Contract Negotiation, Review, & Management (04/02/2014)  
Fair Credit Reporting Act Compliance (02/24/2016)  
Fair Lending Compliance for Non-Lending Staff (07/10/2014)  
Fair Lending Practices (03/17/2015)  
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 to Create & Manage Your Compliance Program (02/26/2014)  
IRS Reporting Requirements (11/19/2015)  
Member Business Lending Compliance (05/21/2015)  
Mortgage Lending Compliance Overview (01/19/2016)  
New Financial Accounting Standards Board (FASB) Rules (04/14/2016)  
October 3rd TRID Implementation: Pre-Flight Checkup (09/28/2015)  
Plastic Card Fraud & EMV (12/01/2015)  
Protecting Your Database from Hackers (11/12/2014)  
Real Estate Loan Review & Audit Procedures (12/03/2014)  
Regulation B: Equal Credit Opportunity Act (05/11/2016)  
Regulation C: Home Mortgage Disclosure Act (HMDA) Reporting (02/03/2016)  
Regulation CC, D & E Compliance (10/01/2014)  
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 Z: Truth in Lending Act (TILA) Compliance (04/21/2016)  
Resolving Member Complaints & Transaction Disputes (04/13/2016)  
Responding to Federal Levies (08/13/2014)  
Responding to Federal Subpoenas (08/06/2014)  
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) (09/04/2014)  
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)  
 
Human Resources
Avoiding the Trap of Operational Inefficiencies: Uncover & Eliminate the Gremlins of Inefficiency (09/16/2015)  
Calm, Cool, & Collected: Communication Skills for Emotionally Charged Situations (01/13/2016)  
Crafting & Managing an Effective Violence in the Workplace Program (04/07/2016)  
From Marketing to CEO: Your Personal Roadmap to CEO (04/12/2016)  
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)  
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)  
Ten Keys to Hiring the Right Candidate the First Time (01/26/2016)  
Ten Secrets to Effective Employee Onboarding (02/10/2016)  
UDAAP: Do You Know It When You See It? (06/23/2015)  
Performance Management: A Seasoned Supervisor's Guide to Staff Development (02/19/2015)  
 
Leadership/Management
Board of Director Duties & Responsibilities (07/29/2015)  
11 Ratios Every Credit Union Professional Should Know (09/29/2015)  
ALM Implementation (10/15/2015)  
Avoiding the Trap of Operational Inefficiencies: Uncover & Eliminate the Gremlins of Inefficiency (09/16/2015)  
Bank Secrecy Act (BSA) for Volunteers (07/30/2015)  
Career Development: Mind Your Own Business (05/10/2016)  
CEO Succession Planning for Ensuring Your Credit Union's Future (05/29/2014)  
Coaching, Counseling, & Mentoring Skills (04/29/2014)  
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)  
Demystifying Innovation (02/10/2015)  
Financial Literacy, Credit Unions, and Generation Z (03/25/2015)  
From Marketing to CEO: Your Personal Roadmap to CEO (04/12/2016)  
Fulfilling NCUA Financial Literacy Requirements for Directors, Part 1 (05/21/2015)  
Fulfilling NCUA Financial Literacy Requirements for Directors, Part 2 (05/26/2015)  
Innovative Leadership: Rethink, Renew, Revive (03/30/2016)  
Internal Fraud & Loan Fraud: Opportunity Makes the Thief (03/29/2016)  
Lead Different: 6 Solutions That Drive Positive Organization Change (02/26/2015)  
Leadership & Succession Planning for the Board (05/08/2014)  
Leading Change: Why Can't Things Just Stay the Same? (03/19/2015)  
October 3rd TRID Implementation: Pre-Flight Checkup (09/28/2015)  
Opportunities in Credit Union Board Governance (08/31/2015)  
Ordering & Understanding Your Credit Union's Audit Report (09/15/2015)  
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)  
Speak to Be Heard (03/14/2014)  
Survival Skills for New Managers & Supervisors (08/14/2014)  
The Art of e-Business Etiquette (05/05/2016)  
The Pros and Cons of Term Limits and Paying Directors to Play (08/06/2015)  
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)  
The Virtual Model: Dealing with Member Ghosts (05/13/2015)  
Turning Strategies into Results-Oriented Plans (03/11/2015)  
What Your Board Packet is Really Telling You (08/14/2015)  
Performance Management: A Seasoned Supervisor's Guide to Staff Development (02/19/2015)  
Lending/Collections
ALLL for the Non-Accountant (11/18/2015)  
Bank Secrecy Act (BSA) for Lenders (08/26/2015)  
Basic Consumer Lending (04/16/2014)  
Best Practices in Consumer Lending (08/05/2015)  
Courting Boomer Members: A Key Business Growth Strategy (10/06/2015)  
Credit Card Compliance (01/27/2016)  
Cross Selling Your Deposit Services (06/16/2015)  
Cross Selling Your Lending Services (06/24/2015)  
Fair Credit Reporting Act Compliance (02/24/2016)  
Fair Lending Compliance for Non-Lending Staff (07/10/2014)  
Fair Lending Practices (03/17/2015)  
Financial Counseling for Loan Officers (08/19/2015)  
Getting Ready for a Fair Lending Examination (05/19/2016)  
How to Read a Credit Bureau Report (05/07/2014)  
How to Safely and Profitably Offer Loans to a Non-Prime Market (03/04/2015)  
Learnings from Consumers: What Drives Consumers to Become Your New Members (09/02/2015)  
Loan Officer 101 (04/06/2016)  
Member Business Lending Compliance (05/21/2015)  
Mortgage Lending Compliance Overview (01/19/2016)  
October 3rd TRID Implementation: Pre-Flight Checkup (09/28/2015)  
Plastic Card Fraud & EMV (12/01/2015)  
REACH Executive Webinar: Strategies to Improve Your Commerical Lending Portfolio (02/19/2014)  
REACH Executive Webinar: Using Big Data to Predict Member Behavior & Needs (07/10/2014)  
Reading & Understanding Income Tax Returns (02/25/2016)  
Real Estate Loan Review & Audit Procedures (12/03/2014)  
Regulation B: Equal Credit Opportunity Act (05/11/2016)  
Regulation C: Home Mortgage Disclosure Act (HMDA) Reporting (02/03/2016)  
Regulation Z: Truth in Lending Act (TILA) Compliance (04/21/2016)  
Skip Tracing (07/23/2014)  
Social Media: Driving Business Through Engagement (01/14/2015)  
Ten Steps to Relentless Loan Growth (05/27/2015)  
The Art of Asking Questions: Your Key to Credit Union Sales (03/17/2016)  
The New & Improved Member Business Lending Regulation (04/20/2016)  
The Virtual Model: Dealing with Member Ghosts (05/13/2015)  
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
Bank Secrecy Act (BSA) for BSA Officers (08/28/2015)  
Bank Secrecy Act (BSA) for Frontline Staff (08/27/2015)  
Best Practices in Consumer Lending (08/05/2015)  
Business Account Administration (05/05/2015)  
Call Center Metrics from the Member's Perspective (04/22/2015)  
Calm, Cool, & Collected: Communication Skills for Emotionally Charged Situations (01/13/2016)  
Compliance for Opening New Accounts (08/18/2015)  
Courting Boomer Members: A Key Business Growth Strategy (10/06/2015)  
Creating a Sales Culture (08/06/2015)  
Cross Selling Your Deposit Services (06/16/2015)  
Cross Selling Your Lending Services (06/24/2015)  
Demystifying Innovation (02/10/2015)  
Electronic Strategies for Increasing Product Penetration (10/21/2015)  
Exemplary Community Development: Navigating Uncharted Waters (04/27/2016)  
Fair Lending Compliance for Non-Lending Staff (07/10/2014)  
Financial Counseling for Loan Officers (08/19/2015)  
Financial Literacy, Credit Unions, and Generation Z (03/25/2015)  
Gen Y Personal Finances: A Crisis of Confidence & Capability (07/07/2015)  
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)  
Learnings from Consumers: What Drives Consumers to Become Your New Members (09/02/2015)  
Loan Officer 101 (04/06/2016)  
Making the Most Out of Your First Encounter with a New Member (07/02/2014)  
Plastic Card Fraud & EMV (12/01/2015)  
Reading & Understanding Income Tax Returns (02/25/2016)  
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 Virtual Model: Dealing with Member Ghosts (05/13/2015)  
UDAAP: Do You Know It When You See It? (06/23/2015)  
Using Social Media with a Purpose with Strategies that Work (07/22/2015)  
When a Borrower Dies - Common Mistakes Made by Credit Unions (09/15/2015)  
 
Operations
11 Ratios Every Credit Union Professional Should Know (09/29/2015)  
ALLL for the Non-Accountant (11/18/2015)  
ALM Implementation (10/15/2015)  
Bank Secrecy Act (BSA) for BSA Officers (08/28/2015)  
Bank Secrecy Act (BSA) for Frontline Staff (08/27/2015)  
Bank Secrecy Act (BSA) for Lenders (08/26/2015)  
Best Practices in Consumer Lending (08/05/2015)  
Branches, Smart Phones, and New Technology: The Evolving Definition of Member Convenience (01/29/2014)  
Building Your Compliance Program (12/02/2015)  
Call Center Metrics from the Member's Perspective (04/22/2015)  
Calm, Cool, & Collected: Communication Skills for Emotionally Charged Situations (01/13/2016)  
Compliance for Marketing Managers (07/15/2015)  
Compliance for Opening New Accounts (08/18/2015)  
Counterfeit Checks, Cash, & Forgeries (10/08/2014)  
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 Card Compliance (01/27/2016)  
Cross Selling Your Deposit Services (06/16/2015)  
Cross Selling Your Lending Services (06/24/2015)  
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)  
Developing Your Robbery Prevention, Response, & Aftermath Training (11/19/2014)  
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)  
Exemplary Community Development: Navigating Uncharted Waters (04/27/2016)  
Fair Credit Reporting Act Compliance (02/24/2016)  
Fair Lending Compliance for Non-Lending Staff (07/10/2014)  
Financial Counseling for Loan Officers (08/19/2015)  
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 to Safely and Profitably Offer Loans to a Non-Prime Market (03/04/2015)  
Internal Fraud & Loan Fraud: Opportunity Makes the Thief (03/29/2016)  
Investigating Internal Fraud for the Beginner (05/17/2016)  
IRS Reporting Requirements (11/19/2015)  
Learnings from Consumers: What Drives Consumers to Become Your New Members (09/02/2015)  
Loan Officer 101 (04/06/2016)  
Making the Most Out of Your First Encounter with a New Member (07/02/2014)  
Managing Your Investment Portfolio Assets (05/04/2016)  
Member Business Lending Compliance (05/21/2015)  
Mortgage Lending Compliance Overview (01/19/2016)  
New Financial Accounting Standards Board (FASB) Rules (04/14/2016)  
Plastic Card Fraud & EMV (12/01/2015)  
Protecting Your Database from Hackers (11/12/2014)  
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 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 Z: Truth in Lending Act (TILA) Compliance (04/21/2016)  
Resolving Member Complaints & Transaction Disputes (04/13/2016)  
Risks & Rewards of Remote Deposit Capture (06/10/2014)  
Risks & Trends in IT Security (08/07/2014)  
Serving Members Who No Longer Need Branches (02/20/2014)  
Social Engineering: The Capacity for Catastrophe (01/20/2015)  
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 Art of Asking Questions: Your Key to Credit Union Sales (03/17/2016)  
The Art of e-Business Etiquette (05/05/2016)  
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)  
The Virtual Model: Dealing with Member Ghosts (05/13/2015)  
Turning Strategies into Results-Oriented Plans (03/11/2015)  
UDAAP: Do You Know It When You See It? (06/23/2015)  
Using Social Media with a Purpose with Strategies that Work (07/22/2015)  
Vendor Due Diligence (01/27/2015)  
When a Borrower Dies - Common Mistakes Made by Credit Unions (09/15/2015)  
When Your Credit Union is Sued (04/28/2016)  
Performance Management: A Seasoned Supervisor's Guide to Staff Development (02/19/2015)  
 
Volunteer
Board of Director Duties & Responsibilities  
11 Ratios Every Credit Union Professional Should Know  
ALLL for the Non-Accountant  
Bank Secrecy Act (BSA) for Volunteers  
Board Governance & Liabilities  
CEO Succession Planning for Ensuring Your Credit Union's Future  
Compliance Issues for Credit Union Boards  
Conducting an Effective CEO Evaluation  
Credit Union Differentiation  
Fulfilling NCUA Financial Literacy Requirements for Directors, Part 1  
Fulfilling NCUA Financial Literacy Requirements for Directors, Part 2  
Lead Different: 6 Solutions That Drive Positive Organization Change  
Leading Change: Why Can't Things Just Stay the Same?  
Opportunities in Credit Union Board Governance  
Ordering & Understanding Your Credit Union's Audit Report  
Supervisory Committee Duties & Responsibilities  
The Pros and Cons of Term Limits and Paying Directors to Play  
The Seven Habits of Highly Effective Supervisory Committees  
The Ten Essential Elements for Crafting & Managing an Effective Director Training Program  
The Top Ten Questions Board Members Need to Ask NOW!  
The Virtual Model: Dealing with Member Ghosts  
Turning Strategies into Results-Oriented Plans  
What Your Board Packet is Really Telling You