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Dec
16

Avoiding Loan Denial Mistakes

This webinar will plow through the knowledge, tips, and tools you need to avoid loan denial mistakes!
Dec
15

Year-End BSA Issues: FAQ Guidance, Enforcement Actions & Red Flags

Attend this year-end session to develop a strategy for 2021. Key BSA challenges will be examined to identify requirements and risk areas, as well as offer practical guidance and solutions.
Dec
10

Legal Issues Surrounding Subpoenas & Summonses

Join us to learn the necessary steps to properly accept service of process and properly respond to these legal documents, including identifying the information that can and can’t be disclosed, determining when the accountholder must be notified, and testifying in court or substituting an Affidavit of Records Custodian.
Dec
09

Recent Reg CC Changes: Lessons Learned & Future Outlook

This jam-packed session will cover important issues you must know to ensure you’re prepared for the next audit or exam.
Dec
08

Top IRA SECURE Act & COVID Rule Changes for 2020 Tax Year

This critically important session will provide a detailed analysis of the many rule changes affecting IRA owners, trustees, custodians, and advisors. Act now to learn the many implications of what is new and important in 2020 and beyond.
Dec
07

Top 10 Year-End Lending Issues & FAQs

This jam-packed webinar will provide expert insight into solutions, best practices, and preventing costly mistakes. Tips and strategies to effectively manage regulatory reform will be included.
Dec
03

Annual Loan Review: Consumer, Commercial & Residential

This session will explore the loan review steps that will meet examiners’ expectations and provide management and the board with the information needed to ensure credit risk is understood and well-managed.
Dec
02

Avoiding BSA Compliance Violations

Beef up your BSA program by learning lessons from other institutions’ mistakes. Compliance has become even more important as regulators are now penalizing individuals responsible for AML program deficiencies. Your institution is expected to create a culture of compliance. Learn how.
Dec
01

Using Notary & Corporate Seals Accurately

This webinar will teach best practices for notarizing documents commonly presented to and by financial institutions, and when and how to use your institution’s corporate seal. We will also review the proper use of the corporate seal to “stamp” legal documents.
Nov
19

New 2021 Nacha Rules: Impact, Analysis & Deadlines

This must-attend session will provide clarity about what the new rules are, when you should be ready for them, and how they will impact your financial institution.
Nov
30

Handling Formal & Informal Trust Accounts: CIP, Documentation & Compliance

This webinar will be brimming with expert advice about opening and handling trust accounts. Learn the details, dos, and don’ts to vastly increase your confidence quotient the next time trust questions arise.
Nov
23

Leading a Remote Workforce

This webinar will teach you how to turn a challenge into an opportunity by providing specific leadership practices for dealing with remote staff.
Nov
17

10 Lessons Learned When a Borrower Dies

Join us to learn the 10 most important lessons when dealing with a borrower’s death. This webinar will thoroughly explain the proper procedures and processes to follow when a borrower dies, including the special procedures under the mortgage servicing rules regarding home loans.
Jun
01

YP Be U Virtual App Conference 2021

Be sure to join us for this one-of-a-kind six-month App and Conference geared for young professionals. Learn ways to elevate your career on a schedule that is convenient for you. Can’t attend a live session? No problem, all events will be recorded.
Aug
24

Foundation Fitness Fundraiser

Run, walk, go for a swim, golf, dance or find your yoga zen and enjoy! Let's all support The Foundation together.
Jun
08

Chapter Leaders Roundtable

Please join us for an informal roundtable discussion, we will discuss topics that are top-of-mind for chapters in 2021 and beyond.
Oct
06

CUNA/League System Small CU Webinar Series: Demystifying big data

This series demonstrates the difference we can make when CUNA and your Leagues collaborate to support the credit union movement. Starting on Aug. 4, tune in every week on Tuesdays at 2 p.m. (CT) for a new 60- to 90-minute webinar on the most important issues facing small CUs today.
Sep
29

CUNA/League System Small CU Webinar Series: Lending

This series demonstrates the difference we can make when CUNA and your Leagues collaborate to support the credit union movement. Starting on Aug. 4, tune in every week on Tuesdays at 2 p.m. (CT) for a new 60- to 90-minute webinar on the most important issues facing small CUs today.
Oct
27

CUNA/League System Small CU Webinar Series: Contract, negotiation, vendor management & controlling expenses

This series demonstrates the difference we can make when CUNA and your Leagues collaborate to support the credit union movement. Starting on Aug. 4, tune in every week on Tuesdays at 2 p.m. (CT) for a new 60- to 90-minute webinar on the most important issues facing small CUs today.
Nov
03

CUNA/League System Small CU Webinar Series: Marketing efforts post COVID-19 pandemic: What small credit unions need to know

This series demonstrates the difference we can make when CUNA and your Leagues collaborate to support the credit union movement. Starting on Aug. 4, tune in every week on Tuesdays at 2 p.m. (CT) for a new 60- to 90-minute webinar on the most important issues facing small CUs today.