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Operations, Sales & Service Upcoming Training List

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Showing products 1-25 of 34
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
Cyber Crime - No Gun Needed, Detecting and Preventing a Corporate Account Takeover webinar

$219.00

EW051315

There are ways to reduce the threats and your potential loss. Knowledge is the key to mitigating these losses so join us to learn how.

5/13/2015

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
Purposeful Partnerships - Creating Advocates with SEGs and Community Partners webinar

$219.00

EW51915

We have our SEG list but when was the last time we called them? 

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: 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 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
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