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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!

Compliance

2020 HMDA Submission Due March 1, 2021: Challenges & Best Practices

This fast-paced webinar will include citations, tips, real-life examples, tools for submitting 2020 HMDA data by the March 1, 2021, deadline, and top 10 HMDA reporting challenges.

Creating or Revising Work from Home Policies

This webinar will take you on an HR guru-guided journey through the standards and best practices of managing work-from-home. Learn how to set standards and maintain strict confidentiality and get great ideas for improving staff morale and enhancing your brand.

IRA & HSA Update: Key Considerations for 2021

This webinar will address the ramifications of the SECURE Act, provide the latest IRS guidance and contribution levels, and identify the most common reporting errors. Join us to gain the information needed to make informed decisions about IRAs and HSAs.

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Free BSA & OFAC Compliance On-Demand Webinars >>

On-Demand Small Credit Union Discounted Webinars

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.

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Executive Management & Board Governance

CUNA/League System Small CU Webinar Series: Recruiting and retaining talent

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.

CUNA/League System Small CU Webinar Series: Benefits and process of becoming a CDFI

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.

CUNA/League System Small CU Webinar Series: Strategy in a box: Virtual version of strategic planning

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.

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Leadership

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.

Leveraging LinkedIn for Lenders

Learn to leverage the world’s #1 social network for business professionals to grow your loan portfolio. Get the most out of your time on LinkedIn.

Call Report Financial Statements B-E

This session will provide tips, tricks, and relevant examples that will assist you in the preparation of the quarterly Call Reports.

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Marketing, PR, FinEd & Community Outreach

Leveraging LinkedIn for Lenders

Learn to leverage the world’s #1 social network for business professionals to grow your loan portfolio. Get the most out of your time on LinkedIn.

Unpack NCUA’s Revised 2020 Audit Priorities Before Your Next Exam

This webinar will help you understand and navigate the nature and scope of the exam and provide the best available strategies to present your business plan and mission to examiners.

Compliance with E-SIGN, E-Statements & E-Disclosures

This informative session will teach you to recognize and avoid common mistakes in e-statement programs. It will provide answers to the most common and important questions about E-SIGN, UETA, e-statements, e-disclosures, and affirmative electronic consent. You’ll walk away with strategies and tools to ensure your e-statement program is well-managed and complies with legal, regulatory, and organizational guidelines.

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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.

Beneficial Ownership Rules for Business Accounts & Loans

Join us to learn five important reasons why BSA training must be provided for lenders who open business accounts and loans.

Lending to Self-Employed Borrowers

In addition, this webinar will provide insight regarding the importance of understanding borrower liquidity and leverage. The strength of a borrower’s personal financial statement is especially important when the credit is unsecured, or the LTV is at,or above, policy limits.

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HR & Operations

Creating or Revising Work from Home Policies

This webinar will take you on an HR guru-guided journey through the standards and best practices of managing work-from-home. Learn how to set standards and maintain strict confidentiality and get great ideas for improving staff morale and enhancing your brand.

IRA & HSA Update: Key Considerations for 2021

This webinar will address the ramifications of the SECURE Act, provide the latest IRS guidance and contribution levels, and identify the most common reporting errors. Join us to gain the information needed to make informed decisions about IRAs and HSAs.

How to Review Legal Documents: POAs, Trusts, Guardianships, Estates & More

This webinar will look at key elements of the legal documents and fiduciary accounts financial institutions open. Join one of the financial industry’s top experts to learn more about fiduciary roles and what paperwork should accompany them.

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Member Service

How to Review Legal Documents: POAs, Trusts, Guardianships, Estates & More

This webinar will look at key elements of the legal documents and fiduciary accounts financial institutions open. Join one of the financial industry’s top experts to learn more about fiduciary roles and what paperwork should accompany them.

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.

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.

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Fraud, Security & Technology

How to Review Legal Documents: POAs, Trusts, Guardianships, Estates & More

This webinar will look at key elements of the legal documents and fiduciary accounts financial institutions open. Join one of the financial industry’s top experts to learn more about fiduciary roles and what paperwork should accompany them.

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.

Risk Management Officer: Expectations & Responsibilities

This webinar will provide the tools and best practices necessary to manage and fulfill the expectations and responsibilities of being a risk management officer.

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Advocacy & The Credit Union Difference

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