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 3  NEXT
Showing products 1-25 of approx. 58
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 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
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
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
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
Telephone Consumer Protection Act (TCPA): How to Comply with the Recent Declaratory Ruling webinar

non-member: $438.00
CUNA member: $219.00

EW062316

The Telephone Consumer Protection Act (TCPA) has been around since 1991. But, a Declaratory Ruling issued in the summer of 2015 significantly changed what you may do, what you may not do and what you must do if you wa ...

6/23/2016

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
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
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 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
Handling Trust Accounts webinar

non-member: $438.00
CUNA member: $219.00

EW080716

Covers the basics of a trust and how to handle these accounts, from account opening to daily transactions.

8/17/2016

Upcoming Training
Inquiring and Listening for Member Needs webinar

non-member: $438.00
CUNA member: $219.00

EW081816-1

Learn how to use open and close-ended questions, develop the skill of pressing for specifics and discover how to listen and ask questions to uncover member needs.

8/18/2016

Upcoming Training
From Budget Analysis to Spending Plan webinar

non-member: $438.00
CUNA member: $219.00

EW082316

Become comfortable with analyzing income, living expenses and debts to clarify a member's range of options for improvement.

8/23/2016

Financial Education & Counseling, Upcoming Training
Linking Member Needs to Credit Union Service webinar

non-member: $438.00
CUNA member: $219.00

EW082516-1

Learn how to link member needs to service, describe features and outline benefits available and discover how to test for acceptance.

8/25/2016

Upcoming Training
Improving Credit and Correcting Errors on Credit Reports webinar

non-member: $438.00
CUNA member: $219.00

EW083016

Discuss the importance of encouraging members to review their credit report on an annual basis, how disputes can be made and how a member’s actions can impact their credit scores, negatively and positively.

8/30/2016

Financial Education & Counseling, Upcoming Training
Closing Member Sales with Confidence webinar

non-member: $438.00
CUNA member: $219.00

EW090116-1

Gain member commitment to agreements reached, discover how to close the sale, learn how to cross-sell appropriate products and express appreciation and confidence in the member's decision.

9/1/2016

Upcoming Training
Helping Your Members Understand Their Rights on Repossessions, Foreclosures and Bankruptcies webinar

non-member: $438.00
CUNA member: $219.00

EW090616

Examine the consumers’ motivations to pay their loans, creditor’s motivations to get paid and both parties’ biggest fears.

9/6/2016

Financial Education & Counseling, Upcoming Training
Performing Your ACH Audit: The Ins and Outs of ACH Rule Compliance webinar

non-member: $438.00
CUNA member: $219.00

EW090716-1

Review areas to be audited, describe the most pressing compliance issues, and focus on specific audit requirements.

9/7/2016

Upcoming Training
1 2 3  NEXT