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Upcoming Webinars

Driving Your Lending Pipeline

Geoff Johnson, President/COO, CU*Answers
December 2 at 2:00 p.m. ET

Driving your lending factory has become increasingly challenging. It requires you to stay top of mind when your members are looking for a loan, and being there at just the right time in their decision making process. Questions you should ask yourself include: Do members know what you offer? Is it an easy process for a member to get a loan with your credit union? What technology can help the credit union be a more effective lender… and can we afford it? Is the credit union missing any low hanging fruit in your existing membership? What new tactics/products are being deployed successfully at other credit unions? This webinar is meant to introduce some tactics that can help you increase your loan portfolio.

This session will cover:

  • Getting more loan penetration from your current members
  • Technology that can help your credit union say “Yes” while the member is engaged and in a buying mood
  • Establishing a “train schedule” of lending activities to keep the pipeline full

This webinar is designed for credit union staff responsible for the development and execution of the credit union’s lending strategies or anyone wishing to learn more about lending tactics to increase the credit union’s loan portfolio.

There is no fee to attend these educational webinars; however, space is limited and registration is required. These sessions 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 to registered attendees that access the live session independently. CPE credits and certificates of completion cannot be given to group attendees per NASBA webinar attendance tracking requirements.

Register Now




What to Consider When Changing Core Providers

Scott Collins, EVP – national sales and marketplace relationships, CU*Answers
December 10 at 10:00 a.m. ET

Selecting a core provider is no small task. It requires you to ask lots of questions, do your research, document your current core’s perceived shortcomings and anticipate credit union’s and members’ needs both now and in the future. You must consider the following: what solutions are necessary for the credit union’s daily processing, what tools are available to help your self-service members, whether the processor has the resources to support your credit union’s needs/size and whether the solution is cost-effective for your credit union, among other things. And while there’s no doubt that it is a rigorous process, this webinar is meant to take some of the stress out of it.

This session will cover:

  • Strategies in selecting a provider
  • Key aspects of a core banking upgrade
  • Questions to ask potential core processors

This webinar is designed for credit union staff who work with and assist with the credit union’s selection process of a core provider.

There is no fee to attend these educational webinars; however, space is limited and registration is required. These sessions 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 to registered attendees that access the live session independently. CPE credits and certificates of completion cannot be given to group attendees per NASBA webinar attendance tracking requirements.

Register Now




BSA/AML Basics Compliance Training Webinar

Cindy Hagan, compliance administrator, Vizo Financial
January 13, 2021 at 10:00 a.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
  • Changes to and considerations for the compliance landscape

This webinar is designed for all credit union staff who need to complete their yearly BSA/AML training.

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 session will NOT be recorded for playback.

Register Now




2021 ACH Rule Changes and Updates Webinar

Jessica Lelii, AAP, product manager, EFT, Vizo Financial
January 14, 2021 at 10:00 a.m. ET
January 14, 2021 at 2:00 p.m. ET
January 20, 2021 at 10:00 a.m. ET
January 20, 2021 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 2021. Join Jessica as she reviews current and upcoming NACHA rules.

This session will cover:

  • Expanding Same Day ACH
  • Supplementing Fraud Detection Standards for WEB Debits
  • Supplementing Data Security Requirements
  • Limitation on Warranty Claims
  • Reversals and Enforcement
  • Meaningful Modernization

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 these educational webinars; however, space is limited and registration is required. These sessions 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 to registered attendees that access the live session independently. CPE credits and certificates of completion cannot be given to group attendees per NASBA webinar attendance tracking requirements.

Register Now