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Operations, Sales & Service Upcoming Training List

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Showing products 1-25 of 29
Immigration Executive Order and Financial Inclusion - Part 1 and 2 webinar

$0.00

EW011315

Nearly five million undocumented immigrants across the country could be impacted by the President’s recent immigration executive order that seeks deportation relief for undocumented families, amongst other chang ...

1/13/2015

Upcoming Training
BSA Training for the Frontline and Beyond webinar

$219.00

EWBSA012115

Satisfy ongoing Bank Secrecy Act (BSA) training.

1/21/2015

Upcoming Training
2015 Frontline Compliance webinar series

$895.00

ESFC012115

This five-part series covers BSA Training; ID Theft, Red Flags and Check Fraud; Collection Compliance Do's and Don'ts; Recognizing Financial Elder Abuse; New Accounts - Compliance Issues to Watch For.

1/21/2015

Upcoming Training
2015 ACH Rule Changes webinar

$219.00

EW012115

Covers the 2015 NACHA operating rules changes and updates including nine recently passed ballots and third party issues which are a hot topic in the rule changes.

1/21/2015

Upcoming Training
Servicemembers Civil Relief Act webinar

$219.00

EW012215

Identify when and how service members can stop your lawsuit dead in its tracks, learn when and how member’s dependents can assert SCRA rights of their own, understand the “6% Rule”, when to apply it and what you can r ...

1/22/2015

Upcoming Training
The Current State of UDAAP Unfair, Deceptive or Abusive Acts or Practices webinar

$219.00

EW012915

Discuss the Federal Trade Commission's (FTC) Credit Practices Rule, the Consumer Financial Protection Bureau's (CFPB) bulletins on UDAAP and credit card marketing, and the Interagency Guidance on UDAAP.

1/29/2015

Upcoming Training
ID Theft, Red Flags and Check Fraud for the Frontline webinar

$219.00

EW021415

Craft your loss control policies and procedures to reduce risk.

2/4/2015

Upcoming Training
2015 Tax Refunds webinar

$219.00

EW2021815

Covers the rights and obligations of the financial institution, account holder and tax preparer in regards to tax refunds.

2/18/2015

Upcoming Training
Expiring ITINs and Form W-8BEN webinar

$219.00

EW021815

Gain an overview of basic rules on cross border payments related to source of income and withholding taxes and get an introduction to FATCA and learn how it has changed Form W-8 documentation requirements.

2/18/2015

Upcoming Training
Payments Systems Fraud for Compliance Staff webinar

$219.00

EW021915

Recognize how different types of payments impact member accounts, apply the appropriate law, regulation or rules when determining member liability, and understand options for the credit union to avoid assuming the loss.

2/19/2015

Upcoming Training
Collection Compliance Do’s and Don’ts for the Frontline webinar

$219.00

EW031415

Learn to properly communicate with 3rd parties and handle security interests in collateral.

3/4/2015

Upcoming Training
Recognizing Financial Elder Abuse for the Frontline webinar

$219.00

EW031115

The latest frauds used against seniors, identifying the signs of a senior citizen who is being compromised by caretakers, family members or the criminal element and steps to take when a member might be a victim of eld ...

3/11/2015

Upcoming Training
Protecting Members Under Reg E webinar series

$795.00

EW033115

An in-depth review of Regulation E including how to resolve consumer unauthorized entries.

3/31/2015

Upcoming Training
New Accounts for the Frontline – Compliance Issues to Watch For webinar

$219.00

EW04115

During this webinar, we will cover basic accounts, joint accounts with and without survivorship, payable on death accounts, trust accounts and more.

4/1/2015

Upcoming Training
Regulation E for ACH Error Resolution - Which 60 Day Rule Will You Follow webinar

$219.00

EW040715

Covers how Regulation E relates to NACHA rules and will ease your confusion as to your obligations to adjust consumer "unauthorized" entries under NACHA rule provisions or Regulation E.

4/7/2015

Upcoming Training
Fiduciary Accounts Compliance webinar series

$595.00

ESFA050615

This three-part webinar series will cover fiduciary accounts, specifically trust, estate, representative payee, guardian, power of attorney and deceased member accounts.

5/6/2015

Upcoming Training
Trust Accounts webinar

$219.00

EWTA050615

Addresses the tough Trust issues that many credit unions struggle with including documentation, field of membership, insurance and lending issues.

5/6/2015

Upcoming Training
Cyber Crime - No Gun Needed, Detecting and Preventing a Corporate Account Takeover webinar

$219.00

EW051315

There are ways to reduce the threats and your potential loss. Knowledge is the key to mitigating these losses so join us to learn how.

5/13/2015

Upcoming Training
Estate Accounts, POAs, Rep Payee and Guardian Accounts webinar

$219.00

EWEA051315

Covers a variety of topics including estate, power of attorney, representative payee, guardian and UTMA accounts.

5/13/2015

Upcoming Training
CUNA World-Class Service Leadership Institute

$1795.00

WCSAZ15

Examine the current state of service in America, break down the Ritz-Carlton’s legendary service process, design a world-class service culture, and develop skills to coach your employees. CPE Credits: TBD.

5/18/2015

Upcoming Training
Deceased Member Accounts webinar

$219.00

EWDM052015

covers probate and non-probate transfer vehicles, making a claim against an estate, asserting lien rights and other potential traps credit union professionals should be aware of.

5/20/2015

Upcoming Training
CUNA Payments Roundtable

$799.00

CPRLA15

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: TBD.

6/1/2015

Upcoming Training
Advanced Exceptions with International ACH Transactions (IAT) - OFAC Compliance webinar

$219.00

EW061715

Step-by-step procedures on how to handle suspect and return entries, including proper handling of IAT Exceptions can save your financial institution time and money along with minimizing your risk.

6/17/2015

Upcoming Training
CUNA Certified Financial Counselor School

$1895.00

CF2WI15

Attendees not only gain confidence in their own counseling abilities, but learn to inspire financial confidence in their credit union’s members. CPE Credits: TBD.

6/22/2015

Upcoming Training
Performing Your ACH Audit and ACH Risk Assessment webinar series

$438.00

EW081115

This two-part series covers Performing Your ACH Audit and ACH Risk Assessment, upon completion you will be able to establish controls to protect your organization from ACH losses and risk exposure.

8/11/2015

Upcoming Training
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