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Upcoming Webinars

ALM Strategy in the Current Rate Environment

Lisa Boylen, senior ALM analyst, Vizo Financial
December 12 at 2:00 p.m.

The economy is growing, the Fed is projecting future rate increases, the yield curve is flattening and loans are outpacing share growth. In this session, we will explore case study income simulation projections to help you evaluate the impact the market environment has on your balance sheet and evaluate strategies for 2019.

This ALM session will:

  • Review economic forecasts and industry trends
  • Examine lessons learned from previous rising rate cycle
  • Analyze impact of trends and strategies on earnings and capital using “what-if” case studies

This webinar is designed for staff that are responsible for managing ALM at the credit union or anyone wishing to learn more about ALM strategies in the current rate environment.

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.



2019 ACH Rule Changes and Updates

Jessica Lelii, EFT Specialist, MY CU Services
January 15 at 10:00 a.m.
January 16 at 2:00 p.m.
January 23 at 10:00 a.m.
January 24 at 2:00 p.m.

It’s that time of year, time to review the upcoming rules changes for ACH. NACHA Operating Rules need to be followed by all financial institutions who process ACH transactions. This webinar will provide the details your credit union needs to stay informed on the ACH payment requirements and remain in compliance with all the changes coming in 2019. Join Jessica as she reviews current and upcoming NACHA rules.

This session will cover:

  • Changes to Same Day ACH
  • Questionable ACH Items and Fraud Detection Standards
  • Minor ACH Rule Changes
  • Proposed Changes

This webinar is designed for ACH professionals, ACH operations staff, AAPs or anyone who wishes to learn more about ACH.

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.