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Operations, Sales & Service Upcoming Training List

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Showing products 1-25 of approx. 53
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 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: $1,595.00

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
CUNA Sales & Service Culture School

non-member: $2,990.00
CUNA member: $1,495.00

SSCCO16

Learn the core values that lead to sales and service success and discover an approach that emphasizes these values. CPE Credits: 21.

9/12/2016

Upcoming Training
The Counseling Relationship webinar

non-member: $438.00
CUNA member: $219.00

EW091316

Discover how your ability to “enter the member’s world” and connect the impact of their perceptions to their financial well-being, can make a significant impact on the counseling relationship.

9/13/2016

Financial Education & Counseling, Upcoming Training
Social Engagement Trends: Emoji, Tweet, Snap, #Yolo webinar

non-member: $438.00
CUNA member: $219.00

EW091416

Review the advantages and disadvantages of using trendy social tools like Periscope, Snapchat, Instagram, Vine, Pinterest, Kik and Tumblr to increase member engagement, improve member acquisition, enhance community in ...

9/14/2016

Upcoming Training
ACH Error Resolution - Unauthorized, Revoked, Stop Payments - Which Is It webinar

non-member: $438.00
CUNA member: $219.00

EW091516

Utilizes case studies and scenarios to allow your staff to respond knowledgeably when faced with ACH errors.

9/15/2016

Upcoming Training
The Counseling Process webinar

non-member: $438.00
CUNA member: $219.00

EW092016

Discuss how utilizing a six-step process can help you in your endeavors by building a strong counseling relationship, diagnosing the member’s needs, generating alternatives, choosing a plan of action, implementing and ...

9/20/2016

Financial Education & Counseling, Upcoming Training
Field of Membership webinar

non-member: $438.00
CUNA member: $219.00

EW092116

Understand the general requirements of Associational Group, the key provision of the rules and about potential violations.

9/21/2016

Upcoming Training
CUNA Regulatory Compliance School (Sept 2016)

non-member: $3,390.00
CUNA member: $3,390.00

RC1AZ16

Build confidence and get the information needed to tackle today’s toughest compliance issues. CPE Credits: TBD.

9/25/2016

Upcoming Training
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