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Operations, Sales & Service Upcoming Training List

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Showing products 1-25 of 37
2015 Frontline Compliance webinar series

$895.00

ESFC012115

This five-part series covers BSA Training; ID Theft, Red Flags and Check Fraud; Collection Compliance Do's and Don'ts; Recognizing Financial Elder Abuse; New Accounts - Compliance Issues to Watch For.

1/21/2015

Upcoming Training
Collection Compliance Do’s and Don’ts for the Frontline webinar

$219.00

EW031415

Learn to properly communicate with 3rd parties and handle security interests in collateral.

3/4/2015

Upcoming Training
Recognizing Financial Elder Abuse for the Frontline webinar

$219.00

EW031115

The latest frauds used against seniors, identifying the signs of a senior citizen who is being compromised by caretakers, family members or the criminal element and steps to take when a member might be a victim of eld ...

3/11/2015

Upcoming Training
Measure Your Way to Success, Select Best Metrics and Goals for Your Credit Union webinar

$219.00

EW0322515

This session will be able to assist you in setting appropriate goals, measuring performance and reward production for all sales and service staff.

3/25/2015

Upcoming Training
Protecting Members Under Reg E webinar series

$795.00

EW033115

An in-depth review of Regulation E including how to resolve consumer unauthorized entries.

3/31/2015

Upcoming Training
New Accounts for the Frontline – Compliance Issues to Watch For webinar

$219.00

EW04115

During this webinar, we will cover basic accounts, joint accounts with and without survivorship, payable on death accounts, trust accounts and more.

4/1/2015

Upcoming Training
IRA Basics webinar

$219.00

EW040115

Lay the foundation of fundamentals for Traditional and Roth IRAs at your credit union.

4/1/2015

Upcoming Training
Regulation E for ACH Error Resolution - Which 60 Day Rule Will You Follow webinar

$219.00

EW040715

Covers how Regulation E relates to NACHA rules and will ease your confusion as to your obligations to adjust consumer "unauthorized" entries under NACHA rule provisions or Regulation E.

4/7/2015

Upcoming Training
CUNA IRA Essentials eSchool

$795.00

ES042115

Attendees will be provided information to stay up-to-date on the current state of Traditional and Roth IRAs. CPE Credits: TBD.

4/21/2015

Upcoming Training
Establishing and Amending IRAs webinar

$219.00

EW042215

Avoid penalties by learning to use the most current documents.

4/21/2015

Upcoming Training
IRA Contributions webinar

$219.00

EW042815

Covers both Traditional and Roth IRA contribution issues, including deadlines, limits, possible tax credits, and Traditional IRA deductibility rules.

4/28/2015

Upcoming Training
Understanding and Processing Transfers and Rollovers webinar

$219.00

EW050515

Explore the differences between the rollover and a transfer, and direct and indirect rollover. This webinar also incorporates Roth 401(k) and 403(b) rollover issues.

5/5/2015

Upcoming Training
Fiduciary Accounts Compliance webinar series

$595.00

ESFA050615

This three-part webinar series will cover fiduciary accounts, specifically trust, estate, representative payee, guardian, power of attorney and deceased member accounts.

5/6/2015

Upcoming Training
Trust Accounts webinar

$219.00

EWTA050615

Addresses the tough Trust issues that many credit unions struggle with including documentation, field of membership, insurance and lending issues.

5/6/2015

Upcoming Training
IRA Distributions webinar

$219.00

EW051215

Breaks down the tax and penalty implications for distributions from Traditional and Roth IRAs.

5/12/2015

Upcoming Training
Estate Accounts, POAs, Rep Payee and Guardian Accounts webinar

$219.00

EWEA051315

Covers a variety of topics including estate, power of attorney, representative payee, guardian and UTMA accounts.

5/13/2015

Upcoming Training
CUNA World-Class Service Leadership Institute

$1795.00

WCSAZ15

Examine the current state of service in America, break down the Ritz-Carlton’s legendary service process, design a world-class service culture, and develop skills to coach your employees. CPE Credits: 20.

5/18/2015

Upcoming Training
Required Minimum Distributions (RMDs) webinar

$219.00

EW051915

Discusses valuable new guidance, and all RMD rules, including calculations, excess accumulations, and reporting.

5/19/2015

Upcoming Training
Deceased Member Accounts webinar

$219.00

EWDM052015

covers probate and non-probate transfer vehicles, making a claim against an estate, asserting lien rights and other potential traps credit union professionals should be aware of.

5/20/2015

Upcoming Training
Improve Processes to Increase Sales and Service to Your Members webinar

$219.00

EW052015

This session will provide tools to help you identify your greatest inefficiencies and introduce you to a methodology for implementing the most appropriate solutions. As a result, your staff will have more time to sell ...

5/20/2015

Upcoming Training
IRA Reporting webinar

$219.00

EW052615

Provides the current, in-depth review of IRA reporting requirements, including RMD and beneficiary reporting, fair market value statements, annual account statements, and Forms 1099-R and 5498.

5/26/2015

Upcoming Training
CUNA Payments Roundtable

$799.00

CPRLA15

Join the major players from the credit union industry and beyond for discussions to explore the implications for the new era of payments systems. CPE Credits: TBD.

6/1/2015

Upcoming Training
Advanced Exceptions with International ACH Transactions (IAT) - OFAC Compliance webinar

$219.00

EW061715

Step-by-step procedures on how to handle suspect and return entries, including proper handling of IAT Exceptions can save your financial institution time and money along with minimizing your risk.

6/17/2015

Upcoming Training
CUNA Certified Financial Counselor School

$1895.00

CF2WI15

Attendees not only gain confidence in their own counseling abilities, but learn to inspire financial confidence in their credit union’s members. CPE Credits: TBD.

6/22/2015

Upcoming Training
CUNA IRA Beyond Essentials eSchool

$795.00

ES6CL15

Builds on the attendees’ knowledge of IRA basics to address some of the more complex IRA issues their financial organizations may handle. CPE Credits: TBD.

6/30/2015

Upcoming Training
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