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Mar
24

Frontline Training Series: Mitigating Fraud & Cyber Threats during the Pandemic

Join us each month to build your toolkit of skills that will enhance the work you do every day.
Apr
21

Frontline Training Series: New Account Compliance

Join us each month to build your toolkit of skills that will enhance the work you do every day.
Feb
09

Operations Roundtable Series

This complimentary, facilitated roundtable is your chance to discuss the operational items you are wrestling with. Let’s talk about those processes that prompt the question, “I wonder how other credit unions are handling this?"
Feb
09

Operations Roundtable: First Quarter Discussion

This complimentary, facilitated roundtable is your chance to discuss the operational items you are wrestling with. Learn about those processes that prompt the question, “I wonder how other credit unions are handling this?"
Apr
29

Auditing Call Reports

Learn more about how Call Report information is evaluated by examiners and auditors and how to prepare for your next audit and exam.
Apr
27

Hot IRA Issues: Divorce, IRS Levies, Creditor Claims & Misunderstood Rules

Join this informative session to explore many current and important IRA rules and turn confusion into confidence when dealing with common, but often misunderstood, IRA scenarios.
Apr
22

Debit Cards 101

This eye-opening, introductory-level session will go behind the scenes of debit card processing. It will explore the payments industry, explain who the players are, and delve into everyday transactions.
Apr
21

Commercial Loan: Workouts, Restructuring & Loss Mitigation

This webinar will cover all aspects of each alternative and the related risks. Understanding the proper steps for each scenario will help you properly evaluate which option is the best for your institution. In addition, the webinar will address what constitutes a troubled debt restructuring for reporting purposes related to the COVID pandemic.
Apr
20

Global Cash Flow Analysis for Underwriters & Credit Analysts

Join us to learn how to accurately and consistently evaluate all sources of cash and debt, resulting in better-informed lending decisions, and fewer losses to your financial institution. This webinar will teach credit analysts, lenders, and underwriters about calculating an entity’s global cash flow using the Uniform Cash Flow Analysis method.
Apr
15

New Time Limits for ACH Warranty Claims Effective June 30, 2021

This session will detail the rule changes and outline best practices for consumer and corporate accountholder claims.
Apr
14

Reg CC Compliance & Review: Check Holds, Remote Deposit Capture & Reg D Changes

This webinar will provide the tools necessary to understand and explain your institution’s rights and responsibilities regarding deposits and availability requirements. Brush up on these important legal requirements and implementing regulations and keep your institution out of hot water with regulators and consumer groups.
Apr
08

Board Reporting: Requirements, Timing, Delivery Options, Risks & Concerns

Therefore, clear, concise, complete reports are critical to the board’s decision-making. In this valuable webinar, you’ll learn which reports should be in board packages, how the reports should be utilized, and how to recognize red flags in board reports.
Apr
05

Board Governance & Credit Union Liquidity Risk Management

One of the trickiest roles for boards is liquidity risk management. This issue has been high on NCUA’s examination radar (a heads up) because of recent economic conditions. NCUA recently issued guidance about the increased volatility of share balances, loan demand, and loan losses. Now is the time to tame the uncertainty.
Aug
05

Large Credit Union CEO Roundtable ($200M+)

Mark your calendars for this recurring opportunity to share your thoughts, issues and concerns with your credit union colleagues.
May
20

Large Credit Union CEO Roundtable ($200M+)

Mark your calendars for this recurring opportunity to share your thoughts, issues and concerns with your credit union colleagues.
Nov
04

Large Credit Union CEO Roundtable ($200M+)

Mark your calendars for this opportunity to share your thoughts, issues and concerns with your credit union colleagues.
Dec
09

Midsize Credit Union CEO Virtual Roundtable Series ($50-200M)

Mark your calendars for this recurring opportunity to share your thoughts, issues and concerns with your credit union colleagues.
Nov
02

Midsize Credit Union CEO Virtual Roundtable Series ($50-200M)

Mark your calendars for this recurring opportunity to share your thoughts, issues and concerns with your credit union colleagues.
Sep
23

Midsize Credit Union CEO Virtual Roundtable Series ($50-200M)

Mark your calendars for this recurring opportunity to share your thoughts, issues and concerns with your credit union colleagues.
Jul
29

Midsize Credit Union CEO Virtual Roundtable Series ($50-200M)

Mark your calendars for this recurring opportunity to share your thoughts, issues and concerns with your credit union colleagues.