Finance Upcoming Training List
Price Product Type Title
Credit Union Access to Liquidity webinar
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 ...
Expiring ITINs and Form W-8BEN webinar
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.
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.
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.