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Finance Upcoming Training List

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Showing products 1-23 of 23
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
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
CUNA CU Finance for Non-Financial Managers and Volunteers School

$1395.00

CUFNV15

Join us in Las Vegas to build a foundational understanding of your credit unions’ finances and play a more active role in your team’s financial decision-making – in 2015 and beyond. CPE Credits: 22.

4/13/2015

Upcoming Training
CUNA Enterprise Risk Management Certification Institute (April Chicago)

$1995.00

ERMIL15

Attendees will gain an understanding of enterprise risk management (ERM) methodology and its applicability to their credit union. CPE Credits: 21.

4/20/2015

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
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 CFO Council Conference

$1245.00

CFOLA15

Conference highlights include effective liquidity management, mobile technology, transformational leadership and derivatives. CPE Credits: TBD.

5/17/2015

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
Improve Processes to Increase Sales and Service to Your Members webinar

$219.00

EW052015

This session will provide tools to help you identify your greatest inefficiencies and introduce you to a methodology for implementing the most appropriate solutions. As a result, your staff will have more time to sell ...

5/20/2015

Upcoming Training
CUNA Economics and Investments Conference

$1395.00

EICCA15

Prepares leaders to thrive in today's economy by focusing on building economic awareness and financial confidence. CPE Credits: TBD.

8/10/2015

Upcoming Training
CUNA Financial Management School

$1895.00

FM1NV15

Get hands-on-experience working with a team through financial scenarios provided by an asset-liability management model. CPE Credits: 30 each for Part 1, 2 and 3.

8/16/2015

Upcoming Training
CUNA Financial Management eSchool - Part 1

$1595.00

ES8FM15

From risks on balance sheets to steps on writing an asset-liability management policy, you won't want to miss all the benefits this eSchool has to offer. CPE Credits: TBD.

8/27/2015

Upcoming Training
Introduction to Financial Ratios webinar

$219.00

EW082715

Learn how to use ratios to assess the strengths and weaknesses of your credit union.

8/27/2015

Upcoming Training
Introduction to Asset-Liability Management webinar

$219.00

EW090315

Provides you with a solid foundation of asset-liability management (ALM) basics from risks on a balance sheet to writing your own ALM policy.

9/3/2015

Upcoming Training
Introduction to Financial Management Analysis and Problem Solving webinar

$219.00

EW091015

Examine how asset-liability management modeling techniques have adapted to product innovations and regulatory pressure and learn how to apply financial management tools to balance sheet management.

9/10/2015

Upcoming Training
Balance Sheet Earnings webinar

$219.00

EW091715

Revisit the foundations of financial management and expanding your knowledge of balance sheet earnings.

9/17/2015

Upcoming Training
Introduction to Investments webinar

$219.00

EW092415

This overview of investments provides you with an understanding of how to manage investments and fit them into your credit union's investment approach.

9/24/2015

Upcoming Training
Loan and Deposit Pricing webinar

$219.00

EW100115

Covers the basics of loan and deposit pricing. After this session, you will return to your credit union with the confidence to make sound pricing decisions.

10/1/2015

Upcoming Training
Forecasting and Budgeting Approaches webinar

$219.00

EW100815

Understand sound methods for budgeting and forecasting important financials that affect your credit union's bottom line.

10/8/2015

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
Determining Loan Losses and Strategic Decisions webinar

$219.00

EW101515

Explore important factors in determining loan losses to make better long-term decisions.

10/15/2015

Upcoming Training
CUNA Enterprise Risk Management Certification Institute (Dec Las Vegas)

$1995.00

ERMNV15

Attendees will gain an understanding of enterprise risk management (ERM) methodology and its applicability to their credit union. CPE Credits: 21.

12/7/2015

Upcoming Training