Toggle Training And Events

SEARCH BY DATE RANGE:
Start date:
End date:

SEARCH BY PRICE RANGE:
Minimum:
Maximum:

Contactinfo
CUSTOMER SERVICE EMAIL OR CALL 800-356-8010, press 3
PROGRAM INFO EMAIL OR CALL 800-356-9655, ext. 4249
REGISTRATION INFO EMAIL OR CALL800-356-9655, ext. 4400





RSS print save

Operations, Sales & Service Upcoming Training List

Sort by
date sortby
Date Price Product Type Title
ascending sortby
Ascending Descending
1 2  NEXT
Showing products 1-25 of 36
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
CUNA Essential Management Skills eSchool

non-member: $2,190.00
CUNA member: $1,095.00

ES7EMS16

Obtain interviewing, onboarding and engagement skills for better hiring and retention practices. CPE Credits: 7

9/28/2016

Upcoming Training
Controlling Living Expenses - Part 1 webinar

non-member: $438.00
CUNA member: $219.00

EW100416-1

Explore ideas for reducing housing, transportation and other expenses. Additionally, you’ll review how you can help members improve their credit score while repaying existing debts.

10/4/2016

Financial Education & Counseling, Upcoming Training
Building Blocks of ACH webinar

non-member: $438.00
CUNA member: $219.00

EW100416

Gain a broad insight to the ACH network and the processes it follows.

10/4/2016

Upcoming Training
CUNA Certified Financial Counselor Part 2 eSchool

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

ES8CFC216

Help members manage expenses, understand their tax obligations, purchase insurance that fits their budget, build an investment strategy and plan for retirement. Starts October 4, 2016. CPE Credits: TBD.

10/4/2016

Financial Education & Counseling, Upcoming Training
CUNA/Ascensus IRA Certification eSchool (October 2016)

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

ES6IRA16-3

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.

10/5/2016

Upcoming Training
Onboarding: More Than Just Orientation webinar

non-member: $438.00
CUNA member: $219.00

EW100516

You’ve selected the best candidate; now let’s work on starting them off on the right foot with an engaging onboarding process.

10/5/2016

Upcoming Training
CUNA Fiduciary Accounts Compliance webinar series

non-member: $1,390.00
CUNA member: $695.00

EWC100616

This four-part webinar series covers fiduciary accounts, specifically joint accounts vs. payable on death (POD) accounts, deceased member accounts, power of attorney’s (POA) and guardianship accounts and financial exp ...

10/6/2016

Upcoming Training
Controlling Living Expenses - Part 2 webinar

non-member: $438.00
CUNA member: $219.00

EW101116

Explore ideas for reducing housing, transportation and other expenses. Additionally, you’ll review how you can help members improve their credit score while repaying existing debts.

10/11/2016

Financial Education & Counseling, Upcoming Training
Employee Engagement: Happy Employees = Reduced Turnover webinar

non-member: $438.00
CUNA member: $219.00

EW101216-1

Discuss how to keep that new employee engaged and productive, as well as improve engagement with current staff members.

10/12/2016

Upcoming Training
Truth-in-Savings webinar

non-member: $438.00
CUNA member: $219.00

EW101216

Defines the regulation and helps staff understand the expectation of full disclosure to the membership and public.

10/12/2016

Upcoming Training
Deceased Member Accounts webinar

non-member: $438.00
CUNA member: $219.00

EW101316-2

During this webinar, you will learn what you can do, what you must do and what you must avoid with deceased member accounts.

10/13/2016

Upcoming Training
Why People Act The Way They Do About Money - Part 1 webinar

non-member: $438.00
CUNA member: $219.00

EW101816

Uncover your members’ beliefs about money so that you can help them discover a sustainable direction.

10/18/2016

Financial Education & Counseling, Upcoming Training
ACH and Federal Government Payments Overview: Is Your Financial Institution at Risk webinar

non-member: $438.00
CUNA member: $219.00

EW101916

Gain insight into how government payment rules differ from Automated Clearinghouse (ACH) rules to provide peace of mind that you have all the right answers.

10/18/2016

Upcoming Training
Why People Act The Way They Do About Money - Part 2 webinar

non-member: $438.00
CUNA member: $219.00

EW102516

Uncover your members’ beliefs about money so that you can help them discover a sustainable direction.

10/25/2016

Financial Education & Counseling, Upcoming Training
Performance Management: Motivate and Manage Top Performers webinar

non-member: $438.00
CUNA member: $219.00

EW102616

Discuss how to improve your goal setting and performance review skills, and set the ground work early to use ongoing performance management as a way to engage and motivate staff.

10/26/2016

Upcoming Training
Taxes and Investment Basics webinar

non-member: $438.00
CUNA member: $219.00

EW110116

Discuss topics of taxes and the basics of investing to give you the financial knowledge to help your members.

11/1/2016

Financial Education & Counseling, Upcoming Training
Time Management: Achieve an Optimal Work-Life Balance webinar

non-member: $438.00
CUNA member: $219.00

EW110216

Discuss tactics to improve your time management skills, which will in turn improve your work life, home life, and lead to a happier life.

11/2/2016

Upcoming Training
Dealing with Member’s Powers of Attorney and Guardianships webinar

non-member: $438.00
CUNA member: $219.00

EW110316-1

During this webinar, you will understand the differences between POA’s, military POA’s, and guardianships.

11/3/2016

Upcoming Training
Check Processing Fundamentals webinar

non-member: $438.00
CUNA member: $219.00

EW110816

Provides essential check information on the history, the required components and processing regulations.

11/8/2016

Upcoming Training
Insurance webinar

non-member: $438.00
CUNA member: $219.00

EW110816-1

Assist your members in understanding the importance of various types of insurance.

11/8/2016

Financial Education & Counseling, Upcoming Training
Risk Management: Legal Issues in the Workplace webinar

non-member: $438.00
CUNA member: $219.00

EW110916

Covers the top 10 critical issues that your HR and compliance departments need you to know.

11/9/2016

Upcoming Training
Retirement webinar

non-member: $438.00
CUNA member: $219.00

EW111516

Help your members understand the importance of planning for and dealing with retirement issues that they need to be aware of.

11/15/2016

Financial Education & Counseling, Upcoming Training
1 2  NEXT