Webinars
During 2012, your League is offering access to a series of Webinar/telephone-based education seminars. These affordable, convenient offerings will cover key topics for you and your staff.
- Look for information and registration details on individual Webinars to be be released about a month prior to the event date.
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CDs AVAILABLE:
- CDs of past presentations/Webinars are available for purchase in many cases. Please contact VACUL@cuwebtraining.com for information, or your League's Dorshey Coleman - 800.768.3344, ext. 618.
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ON-DEMAND WEBINARS:
Our newest webinar training option is an on-demand web link which is a recording of the live event including audio, visuals, and handouts. No need to attend the live event! This web link can be viewed anytime 24/7, beginning 6 business days AFTER the webinar and will expire 6 months after the live program date.
But there's more . . . AS AN ADDED BONUS, you will also receive a FREE audio/visual CD ROM. The CD includes the original audio/visual presentation, the question and answer sessions, handouts, and presenter's email address. Use the on-demand link or this "off-the-shelf" training program to train where and when you choose.
This new option offers the flexibility of working training into your busy schedules and provides a FREE CD ROM for future use. This is a great option for branches, directors, intranets, volunteers, executives, frontline staff and anyone within your credit union! -
Discounts for Key Webinar Series
- We are offering four series in 2012 that are comprised of six webinars each: Director Series, Frontline Series, Lending Series, and Required Compliance Series.
- We are pleased to offer these exciting training options to your membership and believe that credit union staff will benefit from training designed to provide skills, knowledge, and insight for their specific areas of responsibility.
- The Required Compliance Series allows staff, officers, and board members access to mandated training requirements. This series was very popular in 2011. It provides a convenient way to meet these requirements, test learning results, and receive a participation record. This series description includes a compliance training chart. Another benefit is reduced pricing when credit unions sign up for the entire series in advance.
- For webinar or on-demand link registrations:
- Buy entire series – get 1 free
- Savings of $200
- For “both” webinar and on-demand link registrations:
- Buy entire series – get 1 free
- Savings of $250
- This offer is only available to those CUs that register for an entire series by June 30, 2012. Otherwise regular pricing will apply.
Get a Baker's Dozen
When your credit union registers through your state league/association for webinars provided by the Credit Union Webinar Network, we will maintain a “virtual punch card” for you. Each time your credit union registers, you get one punch.
- After attending 12 webinars (including archived programs), your credit union will automatically receive a complimentary certificate for a free webinar!
- This loyalty reward will stretch your credit union’s training budget and provide quality webinars for every member of your staff.
- Contact your League for more information (Dorshey Coleman at dcoleman@vacul.org or 800.768.3344, ext. 618) or go to http://www.cuwebtraining.com/USmap.html.
This promotion may not be used in conjunction with any other discount offers.
| 1/4/2012 | Webinar - Business Account Takeover Alert: What You Need to Know Now! Jackie Marshall, Gladiator Technology |
Register |
| 1/5/2012 | Webinar - Managing the New Appraisal Guidelines for Residential Property Ann Brode, Brode Consulting, Inc. |
Register |
| 1/11/2012 | Webinar - Director Series: Understanding, Measuring & Monitoring Risks - The 9 Most-Critical Risks Credit Unions Face Tim Harrington, TEAM Resources |
Register |
| 1/12/2012 | Webinar - IRA/HSA Review & Update 2011 Tax Year Deborah Crawford, gettechnical inc |
Register |
| 1/18/2012 | Webinar - Hot Button Regulatory Exam Issues: Dealing with Increased Scrutiny David Reed, Reed & Jolly, PLLC |
Register |
| 1/19/2012 | Webinar - ACH Rules Update, Including NSF Fees & the New ACH Rule Luann Kohlmann, WACHA |
Register |
| 1/25/2012 | Webinar - Loan Stress Testing for Today's Credit Union S. Wayne Linder, Young & Associates, Inc. |
Register |
| 1/26/2012 | Webinar - Credit Union Actions for Debit Card Interchange Rules Effective April 1, 2012 Lee Wetherington, ProfitStars® |
Register |
| 2/2/2012 | Webinar - Frontline Series: Minor Accounts: Legal Ownership, Debit Cards & Access Deborah Crawford, gettechnical inc |
Register |
| 2/8/2012 | Webinar - Regulation E Legal Update: How to Properly Handle ATM & Debit Card Claims Elizabeth Fast, Spencer Fane Britt & Browne LLP |
Register |
| 2/9/2012 | Webinar - Required Compliance Series: Regulatory Compliance for the Board & Senior Management Ann Brode, Brode Consulting, Inc. |
Register |
| 2/15/2012 | Webinar - Tax Refunds: Posting & Exceptions Luann Kohlmann, WACHA |
Register |
| 2/16/2012 | Webinar - Understanding Borrowers' Tax Returns, Part 1: Basics, Itemized Deductions, Interest & Dividend Income (Schedule B) & Sole Proprietorships (Schedule C) Tim Harrington, TEAM Resources |
Register |
| 2/22/2012 | Webinar - GFE & HUD 1: Issues & Update Bill Elliott, Young & Associates, Inc. |
Register |
| 2/23/2012 | Webinar - New BSA Officer Training Deborah Crawford, gettechnical inc |
Register |
| 2/28/2012 | Webinar - Identifying & Preventing Elder Financial Abuse Luann Kohlmann, WACHA |
Register |
| 3/6/2012 | Troubled Debt Restructuring Issues S. Wayne Linder, Young & Associates, Inc. |
Register |
| 3/7/2012 | Overdraft Protection Update: Regulations, Lawsuits & Guidance Deborah Crawford, gettechnical inc |
Register |
| 3/13/2012 | Lending Series: Understanding Borrowers’ Tax Returns, Part 2: Income from Rentals, Royalties, Partnerships, S Corps & Farms Tim Harrington, TEAM Resources |
Register |
| 3/14/2012 | Advanced Collection Techniques & Tools David Osburn, Osburn & Associates, LLC |
Register |
| 3/20/2012 | Developing a Risk Mitigation Strategy: Where Do I Spend My Next Security Dollar? Kevin Streff, Secure Banking Solutions |
Register |
| 3/21/2012 | Frontline Series: Head Teller Training: Improving Teller Performance Ann Brode, Brode Consulting, Inc. |
Register |
| 3/27/2012 | Qualitative & Environmental Factors in the ALLL for Credit Unions S. Wayne Linder, Young & Associates, Inc. |
Register |
| 3/28/2012 | Real Estate Loan Workouts, Foreclosures, Short Sales & Deficiency Judgments Elizabeth Fast, Spencer Fane Britt & Browne LLP |
Register |
| 4/3/2012 | Lending Series: Lending to the Small Business Owner in Today's Economy David Osburn, Osburn & Associates, LLC |
Register |
| 4/4/2012 | Questions Supervisory Committee Members Should Be Asking Bruce Hull, Clifton Gunderson LLP |
Register |
| 4/11/2012 | Handling the Credit Union's Right of Set Off Elizabeth Fast, Spencer Fane Britt & Browne LLP |
Register |
| 4/12/2012 | Auditing Your Credit Union's Website Ann Brode, Brode Consulting, Inc. |
Register |
| 4/18/2012 | Frontline Series: Service EXTRAordinaire: Increasing Member Loyalty & Profitability Celeste Cook, CU Strategies LLC |
Register |
| 4/19/2012 | Get Serious about Offering Remote Deposit: It's Time & Here's How! Lee Wetherington, ProfitStars® |
Register |
| 4/24/2012 | Understanding & Navigating the ACH Rules for the RDFI Shelly Simpson, EPCOR |
Register |
| 4/25/2012 | Required Compliance Series: Regulatory Compliance for the Frontline Deborah Crawford, gettechnical inc |
Register |
| 5/2/2012 | Regulatory Reform: Top 5 Ways Operations & IT Can Ease the Sting Brad Smith, Abound Resources |
Register |
| 5/8/2012 | Building the Perfect Bond Claim: Coverage, Filing & What to Do If Your Claim is Denied David Reed, Reed & Jolly, PLLC |
Register |
| 5/10/2012 | When an IRA Member Dies Deborah Crawford, gettechnical inc |
Register |
| 5/16/2012 | Handling Check Exceptions & Returns Ellen Heffner, ECCHO |
Register |
| 5/17/2012 | Lending Series: Lender Alert: Regulation Z Mortgage Application Timing Requirements Bill Elliott, Young & Associates, Inc. |
Register |
| 5/22/2012 | Member Credit Report Disputes: Completing ACDVs, AUDs, & Correcting Joint Members’ Credit David Reed, Reed & Jolly, PLLC |
Register |
| 5/23/2012 | Required Compliance Series: Regulatory Compliance for Lenders Susan Costonis, gettechnical inc |
Register |
| 5/30/2012 | Holding Your Ground with Examiners & Regulators: The Credit Union Bill of Rights Tim Harrington, TEAM Resources |
Register |
| 6/6/2012 | TBD | Register |
| 6/7/2012 | Writing Your BSA Policy Deborah Crawford, gettechnical inc |
Register |
| 6/12/2012 | Call Reports: What to Look For, Entering Information & Why It's Important Stephen Schiltz, Clifton Gunderson LLP |
Register |
| 6/13/2012 | Lending Series: Denied Loan Requirements: Consumer, Commercial & Residential Ann Brode, Brode Consulting, Inc. |
Register |
| 6/20/2012 | A Penny Saved is More Than a Penny Earned: Leveraging Technology to Improve Efficiency, Profitability & Member Service Lee Wetherington, ProfitStars® |
Register |
| 6/21/2012 | Director Series: Fundamental Board Duties & Responsibilities, Regulatory Requirements
& Liability Tim Harrington, TEAM Resources |
Register |
| 6/27/2012 | Frontline Series: How to Talk to Members: Handling Difficult Members & Situations Barry Thompson, Thompson Consulting Group, LLC |
Register |
| 6/28/2012 | Accounting & Audit Reports to the Board David Osburn, Osburn & Associates, LLC |
Register |
| 7/10/2012 | Wire Transfer Compliance Rhonda Hudson, Compliance +, Inc. |
Register |
| 7/11/2012 | Understanding & Navigating the ACH Rules for the ODFI Shelly Simpson, EPCOR |
Register |
| 7/17/2012 | Collection Managers: Managing Expectations & Getting Results David Reed, Reed & Jolly, PLLC |
Register |
| 7/18/2012 | 10 Lessons Learned on Deceased Accounts Deborah Crawford, gettechnical inc |
Register |
| 7/19/2012 | Director Series: Understanding Call Reports for Board Members David Reed, Reed & Jolly, PLLC |
Register |
| 7/24/2012 | Rule Review & Understanding Loan Documents for the New Mortgage Lender Susan Costonis, gettechnical inc |
Register |
| 7/25/2012 | Required Compliance Series: Regulatory Compliance for Deposit/Operations Deborah Crawford, gettechnical inc |
Register |
| 7/26/2012 | Credit Reports & Scores: Using Them Legally & Effectively David Reed, Reed & Jolly, PLLC |
Register |
| 8/2/2012 | Security Officer Reports to the Board Barry Thompson, Thompson Consulting Group, LLC |
Register |
| 8/7/2012 | Writing Effective HR & E-Policies to Manage Behavior, Maximize Compliance
& Mitigate Risks Nancy Flynn, The ePolicy Institute™ |
Register |
| 8/8/2012 | Supervisory Committee Audits: Best Practices Tim Harrington, TEAM Resources |
Register |
| 8/14/2012 | You Received a BSA Exam Request Memo, Now What? Ann Brode, Brode Consulting, Inc. |
Register |
| 8/15/2012 | Frontline Series: Signature Card Danger Zones: Account Titling, Ownership & Access Deborah Crawford, gettechnical inc |
Register |
| 8/21/2012 | Garnishments, Subpoenas, Summonses, Levies: Getting It Right! Elizabeth Fast, Spencer Fane Britt & Browne LLP |
Register |
| 8/23/2012 | Improve Your Bottom Line: Tips for Auditing Income & Expenses Rhonda Hudson, Compliance +, Inc. |
Register |
| 8/29/2012 | Director Series: Financial Literacy Fundamentals for New Directors: Financial Statements, Key Ratios, & How to Monitor Your Credit Union Tim Harrington, TEAM Resources |
Register |
| 9/5/2012 | The Legal Side of Dealing with Power-of-Attorney & Living Trust Documents Elizabeth Fast, Spencer Fane Britt & Browne LLP |
Register |
| 9/6/2012 | Opening Donation, Memorial & Other Accounts for Non-Profit Organizations Deborah Crawford, gettechnical inc |
Register |
| 9/11/2012 | Preparing for Your FFIEC Authentication Guidance Regulatory Exam Debi Randol, Gladiator Technology |
Register |
| 9/12/2012 | Required Compliance Series: Regulatory Compliance for All Staff, Including Red Flags for Identity Theft, Bribery & Consumer Privacy Ann Brode, Brode Consulting, Inc. |
Register |
| 9/18/2012 | Director Series: Advanced Financial Literacy Update for New & Experienced Directors: ALM Primer & New Financial, Accounting & Risk Issues Tim Harrington, TEAM Resources |
Register |
| 9/19/2012 | SAFE Act: Tracking, Renewing & Compliance |
Register |
| 9/25/2012 | Notary Essentials & Legalities for Credit Unions Elizabeth Fast, Spencer Fane Britt & Browne LLP |
Register |
| 9/26/2012 | Reinvigorating the Bottom Line: Making Up for Lost Revenue Tim Harrington, TEAM Resources |
Register |
| 10/2/2012 | HR Danger Zones: What You Need to Know to Stay Out of Trouble Kay Robinson, Robinson HR Consulting |
Register |
| 10/3/2012 | Computer Security for All Staff Barry Thompson, Thompson Consulting Group, LLC |
Register |
| 10/11/2012 | SARS: The Form, the Narrative, the Crimes & Law Enforcement Deborah Crawford, gettechnical inc |
Register |
| 10/16/2012 | Safe Deposit Boxes: Drilling, Death & Unclaimed Property Elizabeth Fast, Spencer Fane Britt & Browne LLP |
Register |
| 10/17/2012 | Beyond ALLL Doubt: Methodology & Policy Development in Uncertain Times Jason Howard, Wipfli LLP |
Register |
| 10/23/2012 | Lending Series: Advanced Underwriting Skills for Consumer Loans Bruce Hull, Clifton Gunderson LLP |
Register |
| 10/24/2012 | Working with Troubled Members: Loan Extensions, Deferments, Re-Aging, Refinancing & Incentives David Reed, Reed & Jolly, PLLC |
Register |
| 10/30/2012 | Frontline Series: Business Accounts: Who is Authorized to Open, Close, Transact? Deborah Crawford, gettechnical inc |
Register |
| 11/7/2012 | Director Series: The Board's Role with the Loan Committee Ann Brode, Brode Consulting, Inc. |
Register |
| 11/8/2012 | Top 10 IRA Issues: Compliance, Minimum Distributions, Reporting & Year-End Issues Deborah Crawford, gettechnical inc |
Register |
| 11/13/2012 | Conducting the 2012 ACH Audit Shelly Simpson, EPCOR |
Register |
| 11/14/2012 | 10 Steps to Increased Loan Growth Celeste Cook, CU Strategies LLC |
Register |
| 11/15/2012 | Vendor Due Diligence & Effective Vendor Management Programs David Reed, Reed & Jolly, PLLC |
Register |
| 11/27/2012 | Debit Card Error Resolution & Regulation E Investigations Heather Briganti, Mid Atlantic ACH |
Register |
| 11/28/2012 | Legal Update - Loans: 2012 in Review Elizabeth Fast, Spencer Fane Britt & Browne LLP |
Register |
| 11/29/2012 | Required Compliance Series: Robbery Preparedness for All Staff Barry Thompson, Thompson Consulting Group, LLC |
Register |
| 12/4/2012 | Escrow Account Compliance Ann Brode, Brode Consulting, Inc. |
Register |
| 12/5/2012 | Opening Trust Accounts: Documentation, Authority, Liability Deborah Crawford, gettechnical inc |
Register |
| 12/6/2012 | The Last Frontier: Risks & Opportunities for Business Loans Bruce Hull, Clifton Gunderson LLP |
Register |
| 12/11/2012 | Unfair, Deceptive & Abusive Practices: Is Your Credit Union at Risk? Dan Huston, Moss Adams LLP |
Register |
| 12/12/2012 | Legal Update - Deposit Operations: 2012 in Review Elizabeth Fast, Spencer Fane Britt & Browne LLP |
Register |
| 12/13/2012 | Credit Union Business Documents: Email & ESI Retention/Destruction Policies & Procedures Nancy Flynn, The ePolicy Institute™ |
Register |
| 12/18/2012 | TBD | Register |
| 12/19/2012 | Bankruptcy Today: Reporting, Proof of Claims & Identifying Fraud David Reed, Reed & Jolly, PLLC |
Register |
General Info
Telephone/Webinar seminars have become a popular, efficient, and cost-effective means of bringing training directly to your credit union. We have partnered with Financial Education and Development, Inc. to offer this training to League members.
In order to ensure that you receive timely information on all upcoming Webinars, we’d like to offer a few suggestions.
1. Please be sure your credit union email system accepts (and does not reject) mail from the following email addresses:
A simple way to do this is to add each of these e-mail addresses to your ‘safe senders’ list as well as your contacts folder. Please also contact your IT department if needed to make mail system changes.
2. When you register for a Webinar, your hookup documents will be emailed one week in advance. You will be asked to provide a read receipt. Please provide this. By doing so, we have confirmation that you have successfully received your hookup documents. If your system does not support ‘read receipts,’ please reply to the hookups with ‘received’ in the subject line.
3. Invoices will not be provided; your registration form will serve as your receipt. In addition, you will not receive an immediate confirmation of your registration, but you will receive your hookup documents one week prior to the seminar.
4. If you have ordered the CD-Rom, it will be sent within 10 business days after the scheduled broadcast. It is mailed via the US Postal Service with delivery confirmation.
5. For those who prefer to pay for a Webinar using a credit card, when you reconcile your credit card statement, please recognize Financial Education & Development, Inc. as the merchant name or transaction description.
6. Our newest webinar training option is an on-demand web link which is a recording of the live event including audio, visuals, and handouts. We even provide the presenter's email address so you may ask follow-up questions. No need to attend the live event! This web link can be viewed anytime 24/7, beginning 6 business days AFTER the webinar and will expire 6 months after the live program date.
But there's more...AS AN ADDED BONUS, you will also receive a FREE audio/visual CD ROM. The CD includes the original audio/visual presentation, the question and answer sessions, handouts, and presenter's email address. Use the on-demand link or this "off-the-shelf" training program to train where and when you choose.
This new option offers the flexibility of working training into your busy schedules and provides a FREE CD ROM for future use. This is a great option for branches, directors, intranets, volunteers, executives, frontline staff and anyone within your credit union! For more information on webinars click here or call 406.442.2585.
For questions, please contact VACUL@cuwebtraining.com.
Watch your e-mail for detailed information on upcoming Webinars!
Fee Structure:
Participant registration fees will be as follows:
- $200 for webinar, or
- $200 for archive, or
- $250 for both webinar and archive.