Finance Upcoming Training List
Price Product Type Title
Trust Accounts webinar
Addresses the tough Trust issues that many credit unions struggle with including documentation, field of membership, insurance and lending issues.
Deceased Member Accounts webinar
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.
CUNA Fundamentals of Investments eSchool
A strong credit union relies on strong investment portfolio management. Attend this eSchool to build a solid investment portfolio management foundation and develop a sound investment policy. CPE Credits: TBD.
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.