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Upcoming Webinars

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

Joe Bertotto, chief culture officer, Vizo Financial
December 19, 2019 at 2:00 p.m.

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.

This session will discuss 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 cost to attend this educational webinar; however, 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.




2020 ACH Rule Changes and Updates Webinar

Jessica Lelii, EFT specialist, AAP
January 15, 2020 at 10:00 a.m. ET
January 15, 2020 at 2:00 p.m. ET
Janaury 23, 2020 at 10:00 a.m. ET
January 23, 2020 at 2:00 p.m. ET

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 in 2020. Join Jessica as she reviews current and upcoming NACHA rules.

This session will cover:

  • Supplementing Fraud Detection Standards for WEB Debits
  • Differentiating Unauthorized Return Reasons
  • Reviewing Funds Availability
  • Expanded Same Day ACH
  • Supplementing Data Security Requirements

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. Space is limited and registration is required. In accordance with the National Registry of CPE Sponsors, CPE credits will be granted based on a 50-minute hour. This session will be recorded for playback.




BSA/AML Basics Compliance Training Webinar

Cindy Hagan, compliance administrator
February 6, 2020 at 2:00 p.m.

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 requirments
  • CTRs, SARs, 314 (a) and member indentificaiton
  • Enhanced due diligence and beneficial ownership

The cost for this session is $79.00 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. Please note, this session will NOT be recorded for playback.