SEARCH BY DATE RANGE:
SEARCH BY PRICE RANGE:
Enhance your knowledge of the evolving security issues affecting your personal safety at your credit union, your home and in transit.
Arms you with information you need to gain a comprehensive understanding of the current regulatory environment. CPE Credits: TBD.
Discover the importance of surveying your members in the right way, at the right time, with the right questions.
This webinar offers a plethora of ideas that attendees can leverage to ensure that they not only engage with new members, but also have a stronger impact on their current members.
Covers the reporting requirements of Currency Transaction Reports and Suspicious Activity Reports, including timing, confidentiality issues as well as the most common errors made.
Provides credit union professionals education and compliance training on some of the most challenging and important topics related to frontline compliance.
Practical insights into how your credit union can better implement a multi-channel strategy that translates research into action and moves from buzzword to reality.
Walk through the requirements of PPD, CIE and WEB credits and use scenarios to help understand where and why the different codes need to be used.
In-depth review of the same day ACH rules, including implementation guidance, staff and client education, potential agreement modifications, and operational obligations.
Focuses on the basics of ACH and helps provide frontline staff with tools that will help answer questions regarding ACH.
Discusses how the Member Identification Program works as well as testing your skills for seeing the red flags.
Learn how to measure your organization’s brand message to ensure that you are relating to your members, providing value and engaging members to reach your growth goals.
Designed to increase understanding of handling federal government benefit payments payable to deceased accountholders.
Credit unions are transforming their service culture by replacing the traditional floor model of teller stations and member service desks. With a new open-floor model that many credit unions are implementing in which ...
Gain an understanding of how to create your Compliance Management System (CMS) from the ground up.
Learn what should be included in a CMS and how to customize it to the needs and risk profile of your credit union.
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.
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.
Learn triggers that may mean you need to review your CMS and how often your CMS should be updated.
Walk through scenarios that will provide resources to help protect your members.
Learn procedures to effectively report elder abuse to protect members and your credit union.
Focuses on the trends in check fraud and gives best practices for being diligent.
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.
Discuss the social and economic impact of financial issues members are experiencing nationwide, and how to recognize who needs help.