Operations, Sales & Service Upcoming Training List
Price Product Type Title
IRA Reporting webinar
Provides the current, in-depth review of IRA reporting requirements, including RMD and beneficiary reporting, fair market value statements, annual account statements, and Forms 1099-R and 5498.
CUNA Payments Roundtable
Join the major players from the credit union industry and beyond for discussions to explore the implications for the new era of payments systems. CPE Credits: 14.
ACH Origination webinar series
This webinar series does more than just cover the basics – it untangles
and clarifies the ACH process. At the end of this webinar series, you’ll
leave prepared to make compliant ACH transfers with minimal risk.
CUNA Investment Certification Schools
Strengthen your investment management skills and improve your process and operations by guiding your credit union investment strategy at CUNA Investment Certification Schools. CPE Credits: TBD.