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Operations, Sales & Service Upcoming Training List

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Showing products 1-20 of 20
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: 14.

6/1/2015

Upcoming Training
Mastering the Universe(al) Agent - Maximizing Your Frontline Performance webinar

$219.00

EW061015

Learn best practices that make the Universal Agent (UA) model successful, how to evaluate your current UA processes to ensure maximum effectiveness and how to avoid the critical errors that can sink your UA efforts be ...

6/10/2015

Upcoming Training
Advanced Techniques for Building Relationships with SEGs and Community Business Partners webinar

$219.00

EW061615

Learn about targeting business partners in alignment with their credit union’s strategic plan, engaging them with a relevant and meaningful message, and maintaining the relationships through an actionable follow-up fr ...

6/16/2015

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 Part 2

$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: 30.

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
IRA Beneficiary Distributions webinar

$219.00

EW063015

Covers Traditional and Roth IRA beneficiary options and election deadlines, including information on trust beneficiaries, beneficiary disclaimers, and reporting requirements.

6/30/2015

Upcoming Training
IRA Conversions and Recharacterizations webinar

$219.00

EW70715

Provides the latest information on conversions and recharacterizations, including eligibility, deadlines, procedures, net income attributable (NIA) and reporting.

7/7/2015

Upcoming Training
IRA Simplified Employee Pension (SEP) Plans webinar

$219.00

EW71415

Provides an in-depth review of SEP plans, including information on plan documents, eligibility requirements, contribution limits and distribution requirements.

7/14/2015

Upcoming Training
IRA 72(t) Payments webinar

$219.00

EW72115

Offers a comprehensive look at 72(t) payment eligibility, the calculation methods and the distribution rules

7/21/2015

Upcoming Training
QRP Beneficiary Rollovers to Inherited IRAs webinar

$219.00

EW72815

Discusses the operational and compliance concerns related to rollovers from employer-sponsored retirement plans to inherited IRAs.

7/28/2015

Upcoming Training
IRA Excess Contributions webinar

$219.00

EW080415

Teaches attendees about the correction process, including the tax and penalty implications and how to calculate NIA.

8/4/2015

Upcoming Training
Performing Your ACH Audit and ACH Risk Assessment webinar series

$438.00

EW081115

This two-part series covers Performing Your ACH Audit and ACH Risk Assessment, upon completion you will be able to establish controls to protect your organization from ACH losses and risk exposure.

8/11/2015

Upcoming Training
CUNA FUSE - Branch Operations and Business Development School

$1595.00

FUSWA15

This one-of-a-kind conference will break down traditional barriers to discuss and deliver innovative ideas to fuel growth and streamline efficiencies at your credit union. CPE Credits: 24.

8/17/2015

Upcoming Training
CUNA Community Credit Union Conference and The Federation 2015 Annual Meeting

$1095.00

CCUAZ15

Save the date! Request to be notified when additional details are available. CPE Credits: TBD.

9/22/2015

Upcoming Training
CUNA Operations Sales and Service Council Conference

$1245.00

OPSFL15

Plan to attend the annual CUNA Operations Sales & Service Council Conference, September 27-30, 2015 at the Walt Disney World Dolphin Resort in Orlando, FL. CPE Credits: TBD.

9/27/2015

Upcoming Training
ACH Origination webinar series

$795.00

EW101315

This webinar series does more than just cover the basics – it untangles and clarifies the ACH process. At the end of this webinar series, you’ll leave prepared to make compliant ACH transfers with minimal risk.

10/13/2015

Upcoming Training
CUNA Investment Certification Schools

$2199.00

ICSAZ15

Strengthen your investment management skills and improve your process and operations by guiding your credit union investment strategy at CUNA Investment Certification Schools. CPE Credits: TBD.

10/18/2015

Upcoming Training
CUNA Sales and Service Culture Institute

$1495.00

SSCWI15

Dive deep into the three distinct phases that an organization goes through to achieve productive change and a successful sales and service culture. CPE Credits: 21.

10/26/2015

Upcoming Training