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Operations, Sales & Service Upcoming Training List

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Showing products 1-25 of approx. 66
2016 CUNA Frontline Compliance webinar series

non-member: $1,790.00
CUNA member: $895.00

EWC22416

Provides credit union professionals education and compliance training on some of the most challenging and important topics related to frontline compliance.

2/24/2016

Upcoming Training
CUNA Compliance Professional webinar series

non-member: $1,790.00
CUNA member: $895.00

EW032316

You'll learn about Regulation E, Right to Financial Privacy Act, Credit Union Service Organizations (CUSOs), Field of Membership, Fair Lending Laws and Regulation D.

3/23/2016

Upcoming Training
MSBs: Too Hot to Handle? webinar

non-member: $438.00
CUNA member: $219.00

EW050516-1

Covers Money Service Businesses (MSBs) issues and helps you understand the path for serving MSBs within the Bank Secrecy Act (BSA) framework.

5/5/2016

Upcoming Training
CUNA Building a Compliance Management System webinar series

non-member: $1,190.00
CUNA member: $595.00

EW051016-1

Gain an understanding of how to create your Compliance Management System (CMS) from the ground up.

5/10/2016

Upcoming Training
Components of Compliance Management System webinar

non-member: $438.00
CUNA member: $219.00

EW051016

Learn what should be included in a CMS and how to customize it to the needs and risk profile of your credit union.

5/10/2016

Upcoming Training
Right to Financial Privacy Act webinar

non-member: $438.00
CUNA member: $219.00

EW051116

Covers the Who, What, Where, When, and Why of not only protecting your members’ privacy, but protecting your credit union’s liability and reputation in the community.

5/11/2016

Upcoming Training
How to Create an Effective Compliance Management System webinar

non-member: $438.00
CUNA member: $219.00

EW051716

Learn where to start with creating your own CMS and what should be included in it. We will discuss electronic versus paper CMS and how to decide which is right for your credit union.

5/17/2016

Upcoming Training
CUNA World-Class Service Leadership Institute

non-member: $3,590.00
CUNA member: $1,795.00

WCSLA16

Provides credit union management with skills and strategies for redesigning their overall approach to service in ways that will fit the spirit of their credit unions. CPE Credits: 20.

5/23/2016

Upcoming Training
Bank Secrecy Act Refresher webinar

non-member: $438.00
CUNA member: $219.00

EW052316

Satisfy your required annual Bank Secrecy Act (BSA) training.

5/23/2016

Upcoming Training
Your Compliance Management System is Complete, Now What webinar

non-member: $438.00
CUNA member: $219.00

EW052416

Learn triggers that may mean you need to review your CMS and how often your CMS should be updated.

5/24/2016

Upcoming Training
Best Practices for Business Services from Account Titling to Compliance webinar

non-member: $438.00
CUNA member: $219.00

EW052516-1

Address the special challenges presented when opening and serving accounts for businesses and other legal entities.

5/25/2016

Upcoming Training
Protecting Older Americans from Financial Exploitation webinar

non-member: $438.00
CUNA member: $219.00

EW060116

Walk through scenarios that will provide resources to help protect your members.

6/1/2016

Upcoming Training
Regulation Z – It’s More Than Mortgage Rules webinar

non-member: $438.00
CUNA member: $219.00

EW061316

In this session, we'll talk about the different types of lending defined on Regulation Z as well as disclosure requirements for each type.

6/13/2016

Upcoming Training
CUNA/Ascensus IRA Certification eSchool (June 2016)

non-member: $2,390.00
CUNA member: $1,195.00

ES6IRA16-2

CUNA is partnering with Ascensus to bring you their IRA University, encompassing all of the regulations, documents and procedures you need to know to manage your members’ accounts. CPE Credits: TBD.

6/22/2016

Upcoming Training
Red Flags and Check Fraud webinar

non-member: $438.00
CUNA member: $219.00

EW062216

Focuses on the trends in check fraud and gives best practices for being diligent.

6/22/2016

Upcoming Training
Auditing For TRID Compliance webinar

non-member: $438.00
CUNA member: $219.00

EW071916

During this session, we'll talk about what credit unions should look for as you do a TRID compliance review to evaluate your credit union's good faith efforts for due diligence. 

7/19/2016

Upcoming Training
Credit Union Service Organizations (CUSOs) webinar

non-member: $438.00
CUNA member: $219.00

EW072016-1

Take a deep dive into how CUSOs are regulated, the various ways they add value to credit unions and what they do to provide direct benefits to credit union members.

7/20/2016

Upcoming Training
CUNA Certified Financial Counselor Part 1 eSchool

non-member: $2,790.00
CUNA member: $1,395.00

ES8CFC16

Help members solve financial problems, maximize payments on your loans and improve your credit union’s bottom line. Starts August 2, 2016. CPE Credits: TBD.

8/2/2016

Financial Education & Counseling, Upcoming Training
Certified Financial Counselor Program Readiness webinar

non-member: $438.00
CUNA member: $219.00

EW080216

Discuss the social and economic impact of financial issues members are experiencing nationwide, and how to recognize who needs help.

8/2/2016

Financial Education & Counseling, Upcoming Training
Money, Attitudes and Roles webinar

non-member: $438.00
CUNA member: $219.00

EW080916

Explore the myths and truths about money, how learned patterns affect decision-making and four money cycles to be aware of when counseling members.

8/9/2016

Financial Education & Counseling, Upcoming Training
Developing Outstanding Member Service webinar

non-member: $438.00
CUNA member: $219.00

EW081116

Get organized and learn time management skills, understand the key skills for successful member interactions, plan for successful member interactions in person or on the phone, and describe and model outstanding membe ...

8/11/2016

Upcoming Training
CUNA Succeeding in Member Sales eSchool

non-member: $1,590.00
CUNA member: $795.00

ESSMS416

Learn how to improve the way your staff interacts with members, identifies their needs and connects them to the products and services they need. CPE Credits: TBD.

8/11/2016

Upcoming Training
CUNA FUSE - Branch Operations & Business Development School

non-member: $3,190.00
CUNA member: $1,395.00

FUSNV16

Discover innovative ideas to fuel growth and streamline efficiencies at this one-of-a-kind gathering of credit union branch managers and business development professionals. CPE Credits: TBD.

8/15/2016

Upcoming Training
Understanding and Improving Cash Flow webinar

non-member: $438.00
CUNA member: $219.00

EW081616

Explore financial basics, specifically what the basics can tell you about a member’s fiscal history and how this information can be utilized to help the member increase their cash flow in the future.

8/16/2016

Financial Education & Counseling, Upcoming Training
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