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Upcoming Webinars

BSA/AML Basics Compliance Training Webinar

Cindy Hagan, senior consultant, Sollievo
July 25 at 2:00 p.m. ET

The NCUA requires Bank Secrecy Act (BSA) and Anti-Money Laundering (AML) training each year for credit union personnel. Fulfill this requirement by attending this webinar on the basics of BSA/AML.

This session will cover:

  • BSA and AML regulations
  • BSA and AML reporting requirements
  • CTRs, SARs, 314(a) and member identification
  • Enhanced due diligence and beneficial ownership

The cost for this session is $49.00 per registered attendee. Each registered attendee will receive a certificate of completion. Space is limited, so register today.

This webinar is designed for all credit union staff who need to complete their yearly BSA/AML training. This session will NOT be recorded for playback. This session does NOT qualify for CPE credits.



What is Loan Participation? Webinar

Molly Snody, director, LoanStreet, Inc.
August 7 at 2:00 p.m. ET

Are you looking to diversify your loan portfolio, or improve loan-to-share ratio? Then you might want to look into loan participations. Join us to learn the basic requirements for successful loan participations and discover why they are becoming a fast-growing balance sheet strategy.

This session will cover:

  • Purpose of loan participations
  • How loan participations work
  • Benefits of loan participations
  • Operational procedures for loan participations
  • Regulatory rules governing loan participations

This session is designed for credit union staff that are responsible for the balance sheet management, or anyone who is interested in learning more about loan participations.

There is no fee to attend this educational webinar; however, registration is required. This session will be recorded for playback. In accordance with the National Registry of CPE Sponsors, CPE credits will be granted based on a 50-minute hour.



Selling on LoanStreet Webinar

Ian Lampl, co-founder & CEO, LoanStreet, Inc.
August 14 at 2:00 p.m. ET

Is your high loan-to-share ratio hindering your ability to increase lending? You may want to consider selling loan shares through LoanStreet to reduce capital constraints. This webinar will demonstrate how to sell loans through the online LoanStreet loan participation platform from start to finish.

This demo will cover:

  • Creating new loans
  • Granting buyer access
  • Adding co-sellers
  • Inviting buyers to view loans
  • Adding information to loan files
  • The selling process

This session is designed for credit union staff that are responsible for the balance sheet management, or anyone who is interested in learning more about loan participations through LoanStreet.

There is no fee to attend this educational webinar; however, registration is required. This session will be recorded for playback. This session does NOT qualify for CPE credits.



Patch Management and Vulnerability Protection: Investing in Your Security

Mike Bechtel, senior consultant, Sollievo
August 16 at 10:00 a.m. ET

In today’s world, there is no shortage of vulnerabilities to address in our institutions. Join Mike as he explores the current state of vulnerabilities in our credit union environments and the importance of patch management. Patching processes for your credit union may include software application patches, operating system patches and hardware patches. How do these patches impact your credit union, what are the risks in not conducting them and what vulnerabilities could you be exposed to?

This session will cover:

  • Patch management best practices
  • Security issues
  • Vulnerability scanning
  • Penetration testing

This webinar is designed for credit union staff responsible for the information security and risk management of the credit union or anyone who is interested in learning more about patch management and vulnerabilities.

There is no fee to attend this educational webinar; however, registration is required. This session will be recorded for playback. In accordance with the National Registry of CPE Sponsors, CPE credits will be granted based on a 50-minute hour.



Buying on LoanStreet Webinar

Molly Snody, director, LoanStreet, Inc.
August 23 at 2:00 p.m. ET

Does your credit union have a low loan-to-share ratio? Is your credit union in need of more loans and a way to boost loan revenue, LoanStreet has the solution for you! This webinar will demonstrate how to purchase loans through the online LoanStreet loan participation platform from start to finish.

This demo will cover:

  • Loan searches and customized criteria
  • Important loan file information
  • The purchase process

This session is designed for credit union staff that are responsible for the balance sheet management, or anyone who is interested in learning more about loan participations through LoanStreet.

There is no fee to attend this educational webinar; however, registration is required. This session will be recorded for playback. This session does NOT qualify for CPE credits.



ALM Basics

Lisa Boylen, senior ALM analyst, Vizo Financial
August 28 at 10:00 a.m. ET

Does your board, ALCO and staff understand the fundamentals of Asset/Liability Management (ALM)? ALM is critical to proper management of financial institution returns and risks. Join Lisa as she explains the basics of interest rate risk, their measurements and reporting.

This ALM session will cover:

  • What is interest rate risk
  • Interest Rate Risk Measurement
  • Understanding Interest Rate Risk Reports

This webinar is designed for new staff, ALCO or board members that are responsible for managing ALM at the credit union or anyone wishing to have a refresher about ALM.

The cost for the session is $79 per registered attendee. Each registered attendee will receive a certificate of completion. Space is limited and registration is required. This session will be recorded for playback.

In accordance with the National Registry of CPE Sponsors, CPE credits will be granted based on a 50-minute hour.



Beyond Risk Assessment: How to Integrate Your Business Strategy with Your Enterprise Risk Management Program

Randy Marsicano, Senior Manager - Professional Services, WolfPAC Solutions Group, Wolf & Company, P.C.
September 19 at 2:00 p.m.

Risk assessment is agreeably the foundation for an effective enterprise risk management program. Once you have it completed, how do you know what’s next? You have plenty of risk indicators that you report on but which ones are the right ones? Which ones are key risk indicators?

When reviewed by senior management and the board, your risk assessment provides insight into your institution’s Risk DNA. Using this you can better monitor the health and welfare of the Credit Union and ensure alignment with the strategic plan. A lack of focus on high and moderate risks can be expensive and not measuring the right activities could cause you to be late in identifying threats that could pose significant financial harm.

This session will cover:

  • How to decode the DNA and glean meaning from the risk indicators.
  • How to ensure alignment with highest risk threats.
  • How to discern meaning from what the indicators are showing, and determine what else your credit union should be talking about.

This webinar is designed for staff that are responsible for your credit union’s enterprise risk management program or anyone wishing to learn more about enterprise risk management.

There is no fee to attend this educational webinar; however, registration is required. This session will be recorded for playback.

In accordance with the National Registry of CPE Sponsors, CPE credits will be granted based on a 50-minute hour.



Investing in Mortgage-Backed Securities

Scott Wood, portfolio strategist, Vizo Financial
September 20 at 2:00 p.m.

With rates changing and financial needs evolving, credit unions need to diversify their investment options. In this environment, mortgage-backed securities are a top contender for credit unions. Join Scott Wood, to learn more about mortgage-backed securities and how they can be a substantial addition to your investment portfolio.

This session will cover:

  • Overview of mortgage-backed securities
  • Making purchase decisions with mortgage-backed securities
  • Analyzing mortgage-backed securities using Bloomberg screens
  • Viable mortgage-backed securities in the current rate environment

This webinar is designed for credit union staff responsible for the credit union’s investments and portfolio, or anyone who is interested in learning more about mortgage-backed securities.

There is no fee to attend this educational webinar; however, registration is required. This session will be recorded for playback.

In accordance with the National Registry of CPE Sponsors, CPE credits will be granted based on a 50-minute hour.



Pick Up the Gum Wrapper: How to Increase Performance While Improving Lives

Joe Bertotto, chief culture officer
September 25 at 2:00 p.m. ET

Based on Joe Bertotto’s new book “Pick Up the Gum Wrapper,” there are three types of employees at every credit union: those who are enthused about their work and are so proud of their credit union that they will pick up any gum wrappers that litter the hallways. Then there are those who walk by the trash on the floor thinking, “That’s not my job, let the cleaning company pick it up.” And there are those who throw the gum wrapper on the floor. They are unhappy at work and share their misery with anyone who will listen. Join Joe as he discusses how to increase the number of employees who are proud, enthused and give their discretionary effort to make the credit union successful.

This webinar is designed for the credit union staff responsible for the leadership, mentoring and culture at the credit union.

There is no fee to attend this webinar, however registration is required. This session will be recorded for playback. In accordance with the National Registry of CPE Sponsors, CPE credits will be granted based on a 50-minute hour.



Combatting Check Fraud

Jim Bray, VP, payment services, MY CU Services
September 27 at 10:00 a.m.

If you thought that fewer checks meant less fraud, guess again. Check fraud is still a major source of pain for credit unions, despite competing against new forms of payment. The real question is, how can your institution stop it from happening? Join Jim Bray as he takes a look at different methods, regulations and best practices for combatting check fraud.

This session will cover:

  • Statistics on check fraud
  • Fraud monitoring and detection
  • Implementing anti-fraud solutions at the point of capture
  • Reg CC new restrictive endorsement for mobile deposit
  • Overview of fraud solutions through MY CU Services

This webinar is designed for credit union staff responsible for or working within the credit union’s check processing department, or anyone who is interested in learning more about check fraud prevention.

There is no fee to attend this educational webinar; however, registration is required. This session will be recorded for playback.

In accordance with the National Registry of CPE Sponsors, CPE credits will be granted based on a 50-minute hour.