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Vendor Due Diligence: Your Road Map

Belinda Mumma, senior consultant, Sollievo
August 17, 2017 – 2:00 p.m.

When your credit union decides to work with an outside vendor, you need to know them. But where do you start? With vendor due diligence. Join Belinda as she maps out the process of vendor due diligence. She'll talk about why vendor reviews are necessary, when they should be performed, the depth of the review process, the potential length of a review and how often to monitor your vendor. Your vendor due diligence road map is just ahead!

This webinar is designed for all credit union staff responsible for vendor management or anyone wishing to learn more about vendor due diligence.



Same Day ACH Round Two

Heather Spencer, Implementation Coordinator, AAP, MY CU Services
Wednesday, August 23 10:00 a.m. ET and 2:00 p.m. ET
Wednesday, August 30 10:00 a.m. ET and 2:00 p.m. ET
Wednesday, September 6 10:00 a.m. ET and 2:00 p.m. ET

Same Day ACH began September 23, 2016 with Phase 1. Phase 2 is set to start on September 15, 2017. During this webinar, we will discuss the impact Phase 1 has had on credit unions and what your credit union should expect in Phase 2.

This webinar is designed for ACH professionals or anyone who wishes to learn more about same day ACH.



Take the "Oh No" Out of Incident Response

Mark Clarke, senior consultant, Sollievo
August 29, 2017 - 10:00 a.m.

"Oh no" is never a good thing to hear, especially when it's a response to an incident. But there is a way to take the "oh no's" out of the situation: have an incident response plan. Join Mark Clarke as he talks about the makings of an incident response plan and how it can be executed in case of emergencies. In this session, you'll learn about the need for an incident response team, steps for resolution, mass notification and more.

The session is designed for credit union staff responsible for the security and business continuity at the credit union or anyone wishing to learn more about incident response planning.



Moving to the Cloud: Benefits, Risks & A Case Study

Robert Gentry, senior consultant, Sollievo
September 7, 2017 - 10:00 a.m.

Even in 2017, the Cloud is still a bit of a mystery. If your credit union is considering moving to the Cloud, this webinar might just have the answers you're looking for. Join Robert Gentry for an eye-opening session that unleashes the secrets of the Cloud, as he breaks down the benefits versus the risks, and walks through a real-world case study.

The session is designed for the credit union staff responsible for IT and security or anyone wishing to learn more about the benefits and risks of cloud.



How Managers Impact Culture and Engagement

Janice Appleby, chief human resources officer
September 12, 2017 - 10:00 a.m.

One of the most important decisions your credit union makes is who you name manager. That person will have a tremendous influence on their team's engagement. In short, that manager is quite often the reason an employee stays with credit union - or leaves.

So what makes a great manager? How does a great manager impact employee engagement?

Join Janice as she discusses proven practices that can enhance employee engagement based on four levels of employees' performance development needs:

  • • Basic needs: What do I get?
  • • Individual needs: What do I give?
  • • Teamwork needs: Do I belong here?
  • • Growth needs: How can I grow?

This session is designed for credit union managers responsible for the leadership, management and culture at the credit union or anyone wishing to learn more about the impact credit union managers have on an organization's culture.



ID Theft: The Power of Protection

Staci Wright, senior consultant, Sollievo
September 20, 2017 - 2:00 p.m.

Has identity theft become the third certainty in life? It's happening more frequently than ever, making it almost impossible to avoid…almost. The good news is that there are ways to protect your credit union and your members against the looming threat of identity theft. In this session, Staci will talk about best practices to fight ID theft so YOU can harness the power of protection.

This session is designed for all credit union staff interested in learning more about identity theft and how to protect the credit union and its members.



ACH Fundamentals: Under the Microscope

Heather Spencer, implementation coordinator, AAP, MY CU Services
Tuesday, October 24 10:00 a.m. ET and 2:00 p.m. ET
Thursday, November 2 10:00 a.m. ET and 2:00 p.m. ET

New to ACH? Want to understand how the ACH system works? Need a refresher on all those ACH acronyms? Join us as we put ACH under the microscope and explore the fastest-growing payments system in today’s world.

Learning Objectives:

  • • History of the ACH system
  • • How the ACH system works
  • • ACH participants and their roles
  • • Flow of ACH transactions
  • • Settlement of ACH transactions
  • • Common terminology and acronyms

This session is designed for new ACH professionals, ACH team members that need a refresher on the ACH system or anyone wishing to learn more about ACH.