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Webinar: Increasing the Bottom Line by Preventing Losses


Effective September 30 online registration will be temporarily unavailable while we upgrade our website. Beginning on Wednesday, October 1, to register for an event: Please complete the registration form and send to The League via:


Thursday, November 6, 2014

2:00 - 3:30 pm CST


Speaker: John Baptista, Jr., Impact Training & Consulting


About the Program

Attracting new members while retaining existing members continues to be a major challenge in these unprecedented economic times. The inherently risky nature of banking makes it even more difficult. Throw in a chargeback, teller shortage, loan charge-off, or loss of any type and there is an immediate impact to the bottom line.

How many different categories of losses are there? Whether it is cash control, embezzlement, teller shortages, loan losses, or chargebacks, this presentation will address the importance of minimizing losses. Every day your credit union handles documents and cash worth tens of thousands of dollars. Therefore, you must constantly be alert to fraudulent attempts. A former security officer stated, “When what you work with starts looking like cash, it is time to get a new job.”

This presentation will teach skills to combat losses. You will learn the single most critical element to minimizing losses in addition to one step which will prevent many losses from occurring.


  • Why it is so important to minimize losses – the effect on the bottom line
  • The most important element to reduce losses – identification
  • A key process to reduce teller losses – understanding mathematical solutions
    •  Two mathematical formulas every teller should know
  • Better to have and not need than need and not have – quality documentation

Related Files
Printable Brochure (Adobe PDF File)

Related Links
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