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Operations, Sales & Service Upcoming Training List

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Showing products 1-25 of approx. 62
CUNA Frontline Compliance webinar series

non-member: $1,990.00
CUNA member: $995.00

EWC41217

This series is designed to provide credit union frontline staff, and anyone interested, education and compliance training on some of the most challenging and important topics facing frontline staff members.  The ...

4/12/2017

Upcoming Training
CUNA Certified Financial Counselor Update eSchool

non-member: $1,390.00
CUNA member: $695.00

EW042617

This eSchool will review and offer guidance in studying material for the CCUFC recertification exam and introduce new concepts and theories related to financial counseling that you will be abl ...

4/26/2017

Financial Education & Counseling, Upcoming Training
CUNA Certified Financial Counselor Part 1 eSchool

non-member: $2,790.00
CUNA member: $1,395.00

ES8CFC17

This eSchool enables learners to complete part one of CUNA’s Financial Counseling Certification Program. The eSchool includes electronic access to the NEW Fourth Edition of all 4 related modules, as well as online pra ...

5/4/2017

Financial Education & Counseling, Upcoming Training
Understanding the Pre-paid Card Rule webinar

non-member: $438.00
CUNA member: $219.00

EW053117-1

Are you prepared for the new requirements under the Pre-Paid card rule? This rule changes how credit unions and other institutions will comply with Regulation E and Z. Make sure you are ready for the October 1st deadl ...

5/31/2017

Upcoming Training
CUNA Compliance Professional webinar series

non-member: $1,790.00
CUNA member: $695.00

EW053117

In this webinar series, you will learn about examiner priorities and the upcoming, new requirements under the pre-paid card rule, HMDA, and enhanced CIP.

5/31/2017

Upcoming Training
NASCUS/CUNA Cybersecurity Symposium

non-member: $1,050.00
CUNA member: $900.00

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.

6/5/2017

Upcoming Training
2017 CUNA IRA eSchool

non-member: $1,990.00
CUNA member: $995.00

ES6IRA17

This eSchool will break down the rules and regulations of IRAs as well as how to properly establish and maintain them. CPE Credits: 10

6/12/2017

Upcoming Training
Introduction to IRAs webinar

non-member: $438.00
CUNA member: $219.00

EW061217-1

This webinar provides the fundamentals of traditional and Roth IRAs.

6/12/2017

Upcoming Training
8 Hour SAFE Comprehensive 2017 MLO Course - CT (6-13-17)

non-member: $478.00
CUNA member: $239.00

MLOCT061317

CUNA's NMLS-approved 8 Hour SAFE Comprehensive Mortgage Loan Originator Course #6833 was designed to meet the continuing education requirements of Federal and State laws and regulations.

6/13/2017

Upcoming Training
8 Hour SAFE Comprehensive 2017 MLO Course - CT (6-14-17)

non-member: $478.00
CUNA member: $239.00

MLOCT061417

CUNA's NMLS-approved 8 Hour SAFE Comprehensive Mortgage Loan Originator Course #6833 was designed to meet the continuing education requirements of Federal and State laws and regulations.

6/14/2017

Upcoming Training
Establishing & Amending IRAs webinar

non-member: $438.00
CUNA member: $219.00

EW061417-1

This webinar provides information on how to properly establish traditional and Roth IRAs, as well as how to amend the IRAs to ensure that they are kept up to date.

6/14/2017

Upcoming Training
Regulation CC Refresher webinar

non-member: $438.00
CUNA member: $219.00

EW061417

In an expanding world of electronic payments, the use of checks still comes with its own risk. Attend the Regulation Refresher Webinar to stay up to date on this regulation.   

6/14/2017

Upcoming Training
IRA Contributions webinar(1)

non-member: $438.00
CUNA member: $219.00

EW061917-1

This webinar covers both traditional and Roth IRA contribution issues, including deadlines, limits, possible tax credits and traditional IRA deductibility rules.

6/19/2017

Upcoming Training
Same Day ACH Error Resolution webinar

non-member: $438.00
CUNA member: $219.00

EW062017

Now that Phase One of Same Day ACH has been implemented, it is time to prepare for Phase Two and the implications that go along with introducing debits to the process. New opportunities for you to offer additional ser ...

6/20/2017

Upcoming Training
IRA Distributions webinar(1)

non-member: $438.00
CUNA member: $219.00

EW062117

In this webinar, attendees will understand withholding and reporting requirements as they apply to traditional and Roth IRA distributions.

6/21/2017

Upcoming Training
Performance Incentives and Goals - they're not for everyone! webinar

non-member: $238.00
CUNA member: $119.00

EW062217-1

This webinar will help you in finding ways to drive better performance from retail staff – either with or without incentives and how to use goal-setting effectively.

6/22/2017

Upcoming Training
Portability- Transfers & Rollovers webinar

non-member: $438.00
CUNA member: $219.00

EW062617-1

Retirement plan portability can be confusing, not only for IRA owners and plan participants, but for financial organization personnel. The differences between a rollover and a transfer, and a direct and indirect rollo ...

6/26/2017

Upcoming Training
Everything Roth webinar

non-member: $438.00
CUNA member: $219.00

EW062817-1

Attend this webinar to see why Roth IRAs have become so popular and why they are such an important tool of the retirement planning portfolio.

6/28/2017

Upcoming Training
The New Phase of HMDA webinar

non-member: $438.00
CUNA member: $219.00

EW062817

Data seems to be playing a bigger role in everything we do, and that includes compliance. You see it in the new HMDA requirements that go into effect January 1st of 2018. The HMDA data set is more than doubling, and t ...

6/28/2017

Upcoming Training
CUNA Certified Financial Counselor Part 2 eSchool

CUNA member: $1,195.00

ES8CFC217

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.

7/6/2017

Financial Education & Counseling, Upcoming Training
CUNA CyberSecurity eSchool

non-member: $2,590.00
CUNA member: $1,095.00

ES5CS17

Cybersecurity and fraud are at the top of the list of credit union concerns in 2017. Crime rings, international and domestic, are relentless in their efforts to breach security and steal from your credit union an ...

7/12/2017

Upcoming Training
A Board’s Responsibility in Cyber Risk webinar

non-member: $438.00
CUNA member: $219.00

EW071217

Details are being determined.

7/12/2017

Upcoming Training
How to ID Suspicious Activity webinar

non-member: $438.00
CUNA member: $219.00

EW071217-1

Identifying suspicious activity can be challenging and confusing. Through the How to ID Suspicious Activity Webinar, you'll understand what suspicious activity really is.

7/12/2017

Upcoming Training
Cybersecurity Insurance – Can You Transfer the Risk? webinar

non-member: $438.00
CUNA member: $219.00

EW071917

Details are being determined. This event is produced by the CUNA Center for Professional Development in partnership with NASCUS. Who Should Attend This webinar is beneficial for IT professionals as well as senior ...

7/19/2017

Upcoming Training
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