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Upcoming Webinars

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.



Security Awareness: Your Best Defense Webinar

John Cuneo, senior consultant, Sollievo
October 23 at 10:00 a.m.

If there’s one thing your credit union can count on, it’s threats to your information. Attackers will constantly try to breach your data in an attempt to make a profit. But luckily, there’s a simple and easy way to defend against hackers – security awareness. Join John as he discusses the main components of security awareness training to make your staff more knowledgeable about security threats, consequences of these threats and best practices for defense. In addition, he’ll talk about why it is important to review your credit union’s security policies with staff as part of this training.

This session will cover:

  • Types of security threats
  • Consequences of these security threats
  • Credit union best practices for defense
  • Security policies

This webinar is designed for all credit union staff. The NCUA Security Guidelines recommends a credit union train staff to prepare and implement its information security program. The credit union should consider providing specialized training to ensure that personnel sufficiently protect member information in accordance with its information security program.

The cost for the session is $49 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. This session does NOT qualify for CPE credits.



Market Update and Outlook for 2019

Fred Eisel, chief investment officer, Vizo Financial
October 31 at 10:00 a.m.

While the economy continues to roll along nicely, the markets deal with issues they haven’t seen in some time. These include a much flatter yield curve, uncertainty from the on-going trade disputes and a Fed who is still content on raising overnight interest rates, but may soon be on hold. Join Fred as he provides an update on the current economy and what to expect in 2019 with regard to rates, the Fed and the overall economy.

This session will cover:

  • A review of how the economy performed in 2018 and what to expect in 2019
  • Market projections for interest rates in 2019 and the implications of the flat yield curve
  • What the Fed has in store in 2019 given continues economic growth with little inflation and wage growth

This session is designed for staff responsible for managing the credit union or anyone wishing to learn more about the state of the economy and outlook for 2019 and its impact to the credit union industry.

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.



Tabletop Exercise –Threats to Your Credit Union

Mark Clarke, senior consultant, Sollievo
November 15 at 10:00 a.m.

A tabletop exercise is a walk-through of emergency procedures with your credit union’s key personnel about what could happen in a real-life incident. This live tabletop will test your credit union’s plans with a “mock” real-world example. How will your team handle the situation? Are you prepared?

This is a tabletop session designed for multiple credit union team members to participate together. The goal of this exercise is to test the effectiveness and efficiency of the team and your credit union’s security and risk plans. The session will break periodically for 5-10 minute intervals to allow time for team discussion regarding the tabletop scenario.

Please only register one individual for your credit union’s team participation.

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



How to Prepare for Your Annual ACH Audit

Chris R. Feather, BSACS, CCUIA, CCUV, CUCE, President, Feather CU Services, LLC
November 27 at 10:00 a.m.

Every financial institutional is required to conduct an annual ACH Audit. This webinar will focus on how both RDFIs and ODFIs should prepare for an annual ACH Audit.

This session will cover:

  • General audit requirements
  • RDFI requirements
  • International Automated Transactions (IATs)
  • ODFI Requirements
  • Policy Recommendations

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.



ALM Strategy in the Current Rate Environment

Lisa Boylen, senior ALM analyst, Vizo Financial
November 28 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.



Navigating Changes to Reg CC

Cindy Hagan, senior consultant, Sollievo
December 5 at 2:00 p.m.

In 2016, check fraud started an upward trend after six years in decline. This trend set in motion new requirements for check processing and brought about changes to Reg CC. Since the changes became effective in July, credit unions and other financial institutions are still trying to navigate the new regulations. In this session, Cindy will go over all of the Reg CC changes and how your credit union will be impacted in terms of check collections, timing changes for returns, availability of funds, incentives for electronic processing, restrictive endorsement and more.

This session will cover:

  • Reg CC changes
  • Impact of these changes to check collections
  • Timing changes for check returns
  • Incentives for electronic processing
  • Restrictive endorsements

This webinar is designed for staff that are responsible for your credit union’s check processing and Reg CC compliance or anyone wishing to learn more about the changes to Reg CC.

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.