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Operations, Sales & Service Upcoming Training List

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Showing products 1-25 of 28
CUNA IRA Beyond Essentials eSchool

$795.00

ES6CL15

Builds on the attendees’ knowledge of IRA basics to address some of the more complex IRA issues their financial organizations may handle. CPE Credits: 10.

6/30/2015

Upcoming Training
IRA Excess Contributions webinar

$219.00

EW080415

Teaches attendees about the correction process, including the tax and penalty implications and how to calculate NIA.

8/4/2015

Upcoming Training
CUNA Certified Financial Counselor Part 1 eSchool

$1395.00

ES8CFC15

Help members solve financial problems, maximize payments on your loans and improve your credit union’s bottom line. CPE Credits: TBD.

8/4/2015

Upcoming Training
Certified Financial Counselor Program Readiness webinar

$219.00

EW080415-1

Discuss the social and economic impact of financial issues that members are having nationwide, and how to recognize who needs help.

8/4/2015

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
Money, Attitudes and Roles webinar

$219.00

EW081115-1

Explore the myths and truths about money, how learned patterns affect decision-making and four money cycles to be aware of when counseling members.

8/11/2015

Upcoming Training
CUNA FUSE - Branch Operations and Business Development School

$1595.00

FUSWA15

This one-of-a-kind conference will break down traditional barriers to discuss and deliver innovative ideas to fuel growth and streamline efficiencies at your credit union. CPE Credits: 24.

8/17/2015

Upcoming Training
Understanding and Improving Cash Flow webinar

$219.00

EW081815

Explore financial basics, 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.

8/18/2015

Upcoming Training
2015 Cybersecurity Symposium

$675.00

CyberSummit

Better understand the strengths and vulnerabilities of the system's cybersecurity positioning, and help shape the policy of security expectations going forward. CPE Credits: TBD.

8/24/2015

Upcoming Training
From Budget Analysis to Spending Plan webinar

$219.00

EW082515-1

Help members develop a systematic plan for spending, bill-paying and saving to reduce debt.

8/25/2015

Upcoming Training
Improving Credit and Correcting Errors on Credit Reports webinar

$219.00

EW090115-1

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 negatively and positively impact their credit scores.

9/1/2015

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

$219.00

EW090815-1

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

9/8/2015

Upcoming Training
The Counseling Relationship webinar

$219.00

EW091515-1

Different people often perceive the same information in different ways. We'll examine how your ability to “enter the member’s world” and connect the impact of their perceptions to their financial well-being can make a ...

9/15/2015

Upcoming Training
CUNA Community Credit Union Conference and The Federation 2015 Annual Meeting

$1095.00

CCUAZ15

Hear from industry experts and speakers on the latest tools for reaching your local community, new ways to communicate the benefits of your credit union and best practices for attracting new members. CPE Credits: TBD.

9/22/2015

Upcoming Training
The Counseling Process webinar

$219.00

EW092215-1

Discuss how utilizing a six-step process can help you build a strong counseling relationship, diagnose the member’s needs, generate alternatives, choose a plan of action, implement and evaluate the plan.

9/22/2015

Upcoming Training
CUNA Operations Sales and Service Council Conference

$1245.00

OPSFL15

Plan to attend the annual CUNA Operations Sales & Service Council Conference, September 27-30, 2015 at the Walt Disney World Dolphin Resort in Orlando, FL. CPE Credits: TBD.

9/27/2015

Upcoming Training
CUNA Certified Financial Counselor Part 2 eSchool

$1395.00

ES8CFC215

Help members manage expenses, understand their tax obligations, purchase insurance that fits their budget, build an investment strategy and plan for retirement. CPE Credits: TBD.

10/6/2015

Financial Education & Counseling, Upcoming Training
Controlling Living Expenses - Part 1 webinar

$219.00

EW100615-2

A critical component of working with members is learning how they manage expenses.

10/6/2015

Upcoming Training
Controlling Living Expenses - Part 2 webinar

$219.00

EW101315-2

A critical component of working with members is learning how they manage expenses.

10/13/2015

Upcoming Training
ACH Origination webinar series

$795.00

EW101315

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.

10/13/2015

Upcoming Training
CUNA Investment Certification Schools

$2199.00

ICSAZ15

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.

10/18/2015

Upcoming Training
Why People Act The Way They Do About Money - Part 1 webinar

$219.00

EW102015

Uncover your members’ beliefs about money so that you can help them discover a sustainable direction.

10/20/2015

Upcoming Training
CUNA Sales and Service Culture Institute

$1495.00

SSCWI15

Dive deep into the three distinct phases that an organization goes through to achieve productive change and a successful sales and service culture. CPE Credits: 21.

10/26/2015

Upcoming Training
Why People Act The Way They Do About Money - Part 2 webinar

$219.00

EW102715

Uncover your members’ beliefs about money so that you can help them discover a sustainable direction.

10/27/2015

Upcoming Training
Insurance webinar

$219.00

EW110315

Assist your members in understanding the importance of various types of insurance.

11/3/2015

Upcoming Training
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