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On-Demand Webinars

A variety of courses, instantly at your fingertips. Available for both credit union staff and volunteers.

Quick courses are 30 minutes long, $109. Comprehensive courses are 90 minutes, $259. Once you've placed your order you'll receive an email with links to download the webinar and handouts. Check out our 2021 lineup of webinars (after the webinar is held, it will be available for on-demand purchase).

NEW THIS YEAR: Webinar bundles. Get a four or six pack of webinars on our most popular topics and save!

 

Free

Getting Started with Zoom

Learn how to update your screen name in Zoom meetings, change your view of speakers or participants and use the chat feature like a pro.

Technology Tips to Shine Online

Improve your Zoom skills and learn how to check your internet speed, maximize your lighting, get the best camera angle and ensure your sound is optimized.

Enhancing Your Image on Zoom

Learn how to optimize your video, make virtual eye contact, add a virtual background, choose the best setting for meetings and change your icon's skin tone.

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Discounted for Small Credit Unions

Credit unions with assets $30 million and under are eligible to download these webinars free of charge. Credit unions with assets over $30 million may download these webinars at the usual cost.

Bank Secrecy Act for Directors

Learn about the Basic Bank Secrecy Act requirements, how to have an effective training program and a qualified BSA Compliance Officer.

Compliance

The E-SIGN, BSA & CIP Compliance Trifecta

Learn the additional controls needed to protect your financial institution and red flags for reporting suspicious activity.

Moving to the Cloud: Remote Management of Risks to Member Data

Learn what financial institutions should do to ensure the necessary steps are being taken to secure accountholder information, comply with industry regulations, and leverage the benefits of cloud computing.

Highlights of NCUA’s 2021 Supervisory Priorities

A well-prepared credit union can reduce stress and increase the exam efficiency by telling your story effectively rather than defensively. Join credit union attorney and examination veteran, David Reed, as he cuts through the regulatory speak and guides you through each examination priority and how your credit union can highlight its understanding and risk management processes for each.

Lending & Collections

Developing & Delivering an Effective Loan Presentation

This webinar will extensively outline the elements of a highly effective loan presentation that properly communicates known risks while highlighting mitigating factors. The five Cs of credit will be used in developing the loan presentation, adding a sixth and seventh C of credit to consider.

COVID-19 Loan Essentials: Modifications, Accommodations & Latest Regulatory Guidance

Learn the current areas of examiner focus and how pandemic-related loan modifications and risk assessments have been impacted.

Regulator Update for the Credit Analyst

This webinar will focus on current regulatory credit issues and provide insights on how to prepare for your next safety and soundness exam.

Executive Management & Board Governance

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.

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.

Highlights of NCUA’s 2021 Supervisory Priorities

A well-prepared credit union can reduce stress and increase the exam efficiency by telling your story effectively rather than defensively. Join credit union attorney and examination veteran, David Reed, as he cuts through the regulatory speak and guides you through each examination priority and how your credit union can highlight its understanding and risk management processes for each.

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Leadership

Women's Leadership Series

Join us for this 3-part series as we explore the opportunities and challenges for women leaders.

Women's Leadership Series: March

Join us for this three-part series as we explore the opportunities and challenges for women leaders.

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.

Marketing, PR, FinEd & Community Outreach

Federal Requirements for Tech-Based Marketing: Websites, Social Media, Robo Calls & More

This webinar will address the regulatory requirements and best practices to reduce the risks of tech-based marketing, while successfully promoting the institution’s products and services. Marketing campaigns using text messages and auto-dialers will be analyzed. Compliance requirements for electronic advertisements, websites, social media, and email marketing will be examined. Specific focus will be on using the “one click” rule to provide disclosures, the CAN-SPAM Act requirements, and managing risks related to unfair, deceptive, or abusive acts or practices (UDAAP)

The Top 10 Reasons Consumers Leave Their Financial Institution

This webinar will focus on the elements that are making households unhappy enough to switch and will show the differences by area (region, state, and locality) and demographics (millennials, high income households, women, etc.). If you are interested in gaining more members or learning what your accountholders really think of you, this will be a very productive webinar for you.

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Fraud, Security & Technology

Moving to the Cloud: Remote Management of Risks to Member Data

Learn what financial institutions should do to ensure the necessary steps are being taken to secure accountholder information, comply with industry regulations, and leverage the benefits of cloud computing.

Federal Requirements for Tech-Based Marketing: Websites, Social Media, Robo Calls & More

This webinar will address the regulatory requirements and best practices to reduce the risks of tech-based marketing, while successfully promoting the institution’s products and services. Marketing campaigns using text messages and auto-dialers will be analyzed. Compliance requirements for electronic advertisements, websites, social media, and email marketing will be examined. Specific focus will be on using the “one click” rule to provide disclosures, the CAN-SPAM Act requirements, and managing risks related to unfair, deceptive, or abusive acts or practices (UDAAP)

The Board’s Role in Cyber Security Risk

Trends indicate that cyber security vulnerabilities are growing threats against financial institutions. Is your institution prepared? As a board member, do you know you are responsible for overseeing your institution’s cyber security program?

HR & Operations

Moving to the Cloud: Remote Management of Risks to Member Data

Learn what financial institutions should do to ensure the necessary steps are being taken to secure accountholder information, comply with industry regulations, and leverage the benefits of cloud computing.

Deposit Operations Update 2021

Deposit operations specialists have a multitude of responsibilities in the back of the house. They must be knowledgeable, accurate, and informed – or risk fines and exam issues. This webinar will provide the latest deposit ops updates and provide a detailed manual for future reference.

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.

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Member Service

The E-SIGN, BSA & CIP Compliance Trifecta

Learn the additional controls needed to protect your financial institution and red flags for reporting suspicious activity.

Business Accounts: Who is Authorized to Open, Close, Transact?

This webinar is designed to remove the guesswork and uncertainty surrounding opening business accounts and provide the tools necessary to handle such requests with confidence. Proper due diligence, customer identification, and beneficial ownership requirements will be explained in detail.

Deposit Operations Update 2021

Deposit operations specialists have a multitude of responsibilities in the back of the house. They must be knowledgeable, accurate, and informed – or risk fines and exam issues. This webinar will provide the latest deposit ops updates and provide a detailed manual for future reference.

View More >>