Tax Refunds and Your Financial Institutions Liability webinar (recorded)

  • Overview

  • Speakers

  • Also Available

  • About
    Recording

  • Access

AW1022113

Feb. 21, 2013 - Dec. 31, 2014 

This recorded event is available until December 31, 2014.

Stay informed and minimize the risk at your credit union. State and Federal Tax Refunds can sometimes become a challenge to a RDFI. Handling refund exceptions in order to minimize the risk to your credit union is imperative as well as determining the rights and obligations of the RDFI, member and tax preparer. In this webinar, you will finally get the answers to all of your questions! Ensure that you handle these exceptions correctly to minimize the liability of your credit union.

This event is produced by the CUNA Center for Professional Development and endorsed by the CUNA Operations, Sales & Service Council and the CUNA Technology Council.

CUNA Operations, Sales & Service CouncilDuring this webinar, you will review what happens when:

  • The name and account number do not match
  • The account is closed
  • CUNA Technology CouncilThe account holder is deceased
  • The payments are posted to the wrong account

For more information, take a look at the "Guide to Federal ACH Payments and Collections".

This recorded webinar is part of the recorded CUNA Compliance in Payment Systems eSchool.

Who Should Attend

This webinar is beneficial for compliance officers, ACH operations, branch personnel and AAP candidates. Affiliation with CUNA/League is required for attendance.

Buy Now $219.00
Please view cart for pricing
and product options

AW1022113

Feb. 21, 2013 - Dec. 31, 2014 

Luann Kohlmann

Luann serves as the vice president at WACHA, The Premier Payments Resource headquartered in Wisconsin. After many years in the financial industry Luann joined the WACHA team in 2003. She is responsible for development and execution of association member programs, including education, conferences and publications. She also conducts ACH Audits and Risk Assessments.

Luann has been a speaker at NACHA's Electronic Payments Conferences in addition to nationwide engagements and is also very active in national councils and committees. She has been an Accredited ACH Professional since 2002 and became a National Check Professional in 2011.

Buy Now $219.00
Please view cart for pricing
and product options

AW1022113

Feb. 21, 2013 - Dec. 31, 2014 

Live Session

This is a recording of an event held February 21, 2013. View upcoming events.

Buy Now $219.00
Please view cart for pricing
and product options

AW1022113

Feb. 21, 2013 - Dec. 31, 2014 

CUNA is a leading provider of webinars to the credit union movement. CUNA recorded events allow you to see and hear a presentation and refer to handouts. Attendees also have access to the speaker contact information for asking questions. With topics spanning all credit unions' business areas, CUNA Training Bundle provides unlimited access to all live and recorded CUNA webinars, eSchools and audio conferences for all staff, managers and board members.

Accessing Your Recorded Event

You need a computer with an Internet connection to participate.

Recorded events are available within 48 hours of the live event. Recorded events can be accessed by anyone at your credit union by logging into My Programs using your CUNA website username and password.

Discounts

CUNA Council members and CUNA Volunteer Network members receive a $50 discount. Credit unions with less than $50 million in assets receive a $50 discount by applying promo code CUSMALL during checkout. Your final price will be visible at checkout. Only one discount applies.

100% Guarantee

CUNA is committed to providing a quality learning experience. If for some reason you are not fully satisfied, contact us and we'll provide you a full tuition refund or credit.

Cancellations

Cancellations received in writing (via fax 608-231-4327) before February 21, 2013 are eligible for a refund of the amount paid minus a $30 administrative fee. No refunds will be granted for cancellation requests received on or after February 21, 2013 or for registrations received on or after February 21, 2013. Substitutions are accepted anytime prior to February 21, 2013 at no additional cost. Simply fax event and contact information, listing the new participant and who they will be replacing.

Buy Now $219.00
Please view cart for pricing
and product options

AW1022113

Feb. 21, 2013 - Dec. 31, 2014 

After registration, recorded events can be accessed by anyone at your credit union by logging into My Programs using your CUNA website username and password. Recorded events are available within 48 hours of the live event.
Buy Now $219.00
Please view cart for pricing
and product options

Questions? Contact Us

PROGRAM INFO
EMAIL OR CALL
  800-356-9655, ext. 4249
REGISTRATION INFO
EMAIL OR CALL
  800-356-9655, ext. 4400
2014 Schools & Conferences231x256 MCIToolkit Bottom PromoCUNA eSchoolsCUNA Creating Member Loyalty

Questions? Contact Us

PROGRAM INFO
EMAIL OR CALL
  800-356-9655, ext. 4249
REGISTRATION INFO
EMAIL OR CALL
  800-356-9655, ext. 4400

Questions? Contact Us

PROGRAM INFO
EMAIL OR CALL
  800-356-9655, ext. 4249
REGISTRATION INFO
EMAIL OR CALL
  800-356-9655, ext. 4400

Questions? Contact Us

PROGRAM INFO
EMAIL OR CALL
  800-356-9655, ext. 4249
REGISTRATION INFO
EMAIL OR CALL
  800-356-9655, ext. 4400

Questions? Contact Us

PROGRAM INFO
EMAIL OR CALL
  800-356-9655, ext. 4249
REGISTRATION INFO
EMAIL OR CALL
  800-356-9655, ext. 4400

Questions? Contact Us

PROGRAM INFO
EMAIL OR CALL
  800-356-9655, ext. 4249
REGISTRATION INFO
EMAIL OR CALL
  800-356-9655, ext. 4400

Questions? Contact Us

PROGRAM INFO
EMAIL OR CALL
  800-356-9655, ext. 4249
REGISTRATION INFO
EMAIL OR CALL
  800-356-9655, ext. 4400

Questions? Contact Us

PROGRAM INFO
EMAIL OR CALL
  800-356-9655, ext. 4249
REGISTRATION INFO
EMAIL OR CALL
  800-356-9655, ext. 4400

Questions? Contact Us

PROGRAM INFO
EMAIL OR CALL
  800-356-9655, ext. 4249
REGISTRATION INFO
EMAIL OR CALL
  800-356-9655, ext. 4400

Questions? Contact Us

PROGRAM INFO
EMAIL OR CALL
  800-356-9655, ext. 4249
REGISTRATION INFO
EMAIL OR CALL
  800-356-9655, ext. 4400

Questions? Contact Us

PROGRAM INFO
EMAIL OR CALL
  800-356-9655, ext. 4249
REGISTRATION INFO
EMAIL OR CALL
  800-356-9655, ext. 4400

Questions? Contact Us

PROGRAM INFO
EMAIL OR CALL
  800-356-9655, ext. 4249
REGISTRATION INFO
EMAIL OR CALL
  800-356-9655, ext. 4400

Questions? Contact Us

PROGRAM INFO
EMAIL OR CALL
  800-356-9655, ext. 4249
REGISTRATION INFO
EMAIL OR CALL
  800-356-9655, ext. 4400

Questions? Contact Us

PROGRAM INFO
EMAIL OR CALL
  800-356-9655, ext. 4249
REGISTRATION INFO
EMAIL OR CALL
  800-356-9655, ext. 4400

Questions? Contact Us

PROGRAM INFO
EMAIL OR CALL
  800-356-9655, ext. 4249
REGISTRATION INFO
EMAIL OR CALL
  800-356-9655, ext. 4400

Questions? Contact Us

PROGRAM INFO
EMAIL OR CALL
  800-356-9655, ext. 4249
REGISTRATION INFO
EMAIL OR CALL
  800-356-9655, ext. 4400

Questions? Contact Us

PROGRAM INFO
EMAIL OR CALL
  800-356-9655, ext. 4249
REGISTRATION INFO
EMAIL OR CALL
  800-356-9655, ext. 4400

Questions? Contact Us

PROGRAM INFO
EMAIL OR CALL
  800-356-9655, ext. 4249
REGISTRATION INFO
EMAIL OR CALL
  800-356-9655, ext. 4400

Questions? Contact Us

PROGRAM INFO
EMAIL OR CALL
  800-356-9655, ext. 4249
REGISTRATION INFO
EMAIL OR CALL
  800-356-9655, ext. 4400

Questions? Contact Us

PROGRAM INFO
EMAIL OR CALL
  800-356-9655, ext. 4249
REGISTRATION INFO
EMAIL OR CALL
  800-356-9655, ext. 4400

Questions? Contact Us

PROGRAM INFO
EMAIL OR CALL
  800-356-9655, ext. 4249
REGISTRATION INFO
EMAIL OR CALL
  800-356-9655, ext. 4400

Questions? Contact Us

PROGRAM INFO
EMAIL OR CALL
  800-356-9655, ext. 4249
REGISTRATION INFO
EMAIL OR CALL
  800-356-9655, ext. 4400

Questions? Contact Us

PROGRAM INFO
EMAIL OR CALL
  800-356-9655, ext. 4249
REGISTRATION INFO
EMAIL OR CALL
  800-356-9655, ext. 4400

Questions? Contact Us

PROGRAM INFO
EMAIL OR CALL
  800-356-9655, ext. 4249
REGISTRATION INFO
EMAIL OR CALL
  800-356-9655, ext. 4400

Questions? Contact Us

PROGRAM INFO
EMAIL OR CALL
  800-356-9655, ext. 4249
REGISTRATION INFO
EMAIL OR CALL
  800-356-9655, ext. 4400

Questions? Contact Us

PROGRAM INFO
EMAIL OR CALL
  800-356-9655, ext. 4249
REGISTRATION INFO
EMAIL OR CALL
  800-356-9655, ext. 4400

Questions? Contact Us

PROGRAM INFO
EMAIL OR CALL
  800-356-9655, ext. 4249
REGISTRATION INFO
EMAIL OR CALL
  800-356-9655, ext. 4400

Questions? Contact Us

PROGRAM INFO
EMAIL OR CALL
  800-356-9655, ext. 4249
REGISTRATION INFO
EMAIL OR CALL
  800-356-9655, ext. 4400

Questions? Contact Us

PROGRAM INFO
EMAIL OR CALL
  800-356-9655, ext. 4249
REGISTRATION INFO
EMAIL OR CALL
  800-356-9655, ext. 4400

Questions? Contact Us

PROGRAM INFO
EMAIL OR CALL
  800-356-9655, ext. 4249
REGISTRATION INFO
EMAIL OR CALL
  800-356-9655, ext. 4400

Questions? Contact Us

PROGRAM INFO
EMAIL OR CALL
  800-356-9655, ext. 4249
REGISTRATION INFO
EMAIL OR CALL
  800-356-9655, ext. 4400

Questions? Contact Us

PROGRAM INFO
EMAIL OR CALL
  800-356-9655, ext. 4249
REGISTRATION INFO
EMAIL OR CALL
  800-356-9655, ext. 4400

Questions? Contact Us

PROGRAM INFO
EMAIL OR CALL
  800-356-9655, ext. 4249
REGISTRATION INFO
EMAIL OR CALL
  800-356-9655, ext. 4400

Questions? Contact Us

PROGRAM INFO
EMAIL OR CALL
  800-356-9655, ext. 4249
REGISTRATION INFO
EMAIL OR CALL
  800-356-9655, ext. 4400

Questions? Contact Us

PROGRAM INFO
EMAIL OR CALL
  800-356-9655, ext. 4249
REGISTRATION INFO
EMAIL OR CALL
  800-356-9655, ext. 4400

Questions? Contact Us

PROGRAM INFO
EMAIL OR CALL
  800-356-9655, ext. 4249
REGISTRATION INFO
EMAIL OR CALL
  800-356-9655, ext. 4400

Questions? Contact Us

PROGRAM INFO
EMAIL OR CALL
  800-356-9655, ext. 4249
REGISTRATION INFO
EMAIL OR CALL
  800-356-9655, ext. 4400

Questions? Contact Us

PROGRAM INFO
EMAIL OR CALL
  800-356-9655, ext. 4249
REGISTRATION INFO
EMAIL OR CALL
  800-356-9655, ext. 4400

Questions? Contact Us

PROGRAM INFO
EMAIL OR CALL
  800-356-9655, ext. 4249
REGISTRATION INFO
EMAIL OR CALL
  800-356-9655, ext. 4400

Questions? Contact Us

PROGRAM INFO
EMAIL OR CALL
  800-356-9655, ext. 4249
REGISTRATION INFO
EMAIL OR CALL
  800-356-9655, ext. 4400

Questions? Contact Us

PROGRAM INFO
EMAIL OR CALL
  800-356-9655, ext. 4249
REGISTRATION INFO
EMAIL OR CALL
  800-356-9655, ext. 4400

Questions? Contact Us

PROGRAM INFO
EMAIL OR CALL
  800-356-9655, ext. 4249
REGISTRATION INFO
EMAIL OR CALL
  800-356-9655, ext. 4400

Questions? Contact Us

PROGRAM INFO
EMAIL OR CALL
  800-356-9655, ext. 4249
REGISTRATION INFO
EMAIL OR CALL
  800-356-9655, ext. 4400

Questions? Contact Us

PROGRAM INFO
EMAIL OR CALL
  800-356-9655, ext. 4249
REGISTRATION INFO
EMAIL OR CALL
  800-356-9655, ext. 4400

Questions? Contact Us

PROGRAM INFO
EMAIL OR CALL
  800-356-9655, ext. 4249
REGISTRATION INFO
EMAIL OR CALL
  800-356-9655, ext. 4400

Questions? Contact Us

PROGRAM INFO
EMAIL OR CALL
  800-356-9655, ext. 4249
REGISTRATION INFO
EMAIL OR CALL
  800-356-9655, ext. 4400

Questions? Contact Us

PROGRAM INFO
EMAIL OR CALL
  800-356-9655, ext. 4249
REGISTRATION INFO
EMAIL OR CALL
  800-356-9655, ext. 4400

Questions? Contact Us

PROGRAM INFO
EMAIL OR CALL
  800-356-9655, ext. 4249
REGISTRATION INFO
EMAIL OR CALL
  800-356-9655, ext. 4400

Questions? Contact Us

PROGRAM INFO
EMAIL OR CALL
  800-356-9655, ext. 4249
REGISTRATION INFO
EMAIL OR CALL
  800-356-9655, ext. 4400

Questions? Contact Us

PROGRAM INFO
EMAIL OR CALL
  800-356-9655, ext. 4249
REGISTRATION INFO
EMAIL OR CALL
  800-356-9655, ext. 4400

Questions? Contact Us

PROGRAM INFO
EMAIL OR CALL
  800-356-9655, ext. 4249
REGISTRATION INFO
EMAIL OR CALL
  800-356-9655, ext. 4400

Questions? Contact Us

PROGRAM INFO
EMAIL OR CALL
  800-356-9655, ext. 4249
REGISTRATION INFO
EMAIL OR CALL
  800-356-9655, ext. 4400

Questions? Contact Us

PROGRAM INFO
EMAIL OR CALL
  800-356-9655, ext. 4249
REGISTRATION INFO
EMAIL OR CALL
  800-356-9655, ext. 4400