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Finance Upcoming Training List

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Showing products 1-16 of 16
Credit Union Access to Liquidity webinar

$219.00

EW021215

During this session you will hear from Gail Kenyon NCUA VP, Central Liquidity Facility & Senior Capital Market Specialist and Toby Trocchio Federal Reserve Bank of Cleveland Manager, Credit Risk Management as they ...

2/11/2015

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
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
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

$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
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