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Operations, Sales & Service Upcoming Training List

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Showing products 1-16 of 16
CUNA Certified Financial Counselor Part 2 eSchool

$1395.00

ES8CFC214

Help members manage expenses, understand their tax obligations, purchase insurance that fits their budget, build an investment strategy and plan for retirement. CPE Credits: 14.

10/7/2014

Upcoming Training
CUNA Information and Technology Compliance eSchool

$995.00

ES5ITC14

Discusses information security best practice standards found within the FFIEC guidance. CPE Credits: TBD.

11/7/2014

Upcoming Training
Retirement and Personal Financial Preparedness webinar

$438.00

EW1111814

Help your members develop financial security by planning for retirement and special issues that may arise such as: elder financial abuse, guardianship, wills, power of attorney, identity theft and fraud.

11/18/2014

Upcoming Training
Certified Credit Union Financial Counselor (CCUFC) Recertification webinar (12-3-14)

$399.00

EW120314

We will review the content included in the Certified Credit Union Financial Counselor (CCUFC) recertification module.

12/3/2014

Upcoming Training
Electronic Discovery in Litigation webinar

$219.00

EW11120514

Implement proper procedures and internal controls to minimize the risks associated with electronic communications.

12/5/2014

Upcoming Training
IT Compliance and Enterprise Risk Management webinar

$219.00

EW11121214

Explore the impact a data breach can have on compliance with laws and regulations and how to manage risk throughout the credit union.

12/12/2014

Upcoming Training
BSA Training for the Frontline and Beyond webinar

$219.00

EWBSA012115

Satisfy ongoing Bank Secrecy Act (BSA) training.

1/21/2015

Upcoming Training
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
ID Theft, Red Flags and Check Fraud for the Frontline webinar

$219.00

EW021415

Craft your loss control policies and procedures to reduce risk.

2/4/2015

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
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
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: TBD.

5/18/2015

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
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: 27.

8/17/2015

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.

10/25/2015

Upcoming Training