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Distance Learning Distance Learning is a series of interactive telephone and web-based seminars designed specifically for credit union staff and management. These low cost, user-friendly programs are designed to provide participants with quality, need-to-know information in a cost- and time-effective manner. You and your credit union staff can receive vital training without leaving the office. Instead, you can participate in quality in-house training by industry experts via a telephone conference call. Prior to the conference, you will receive a special instruction sheet outlining the dial-in procedures, your PIN number, a special toll-free telephone number, your handout material, and an evaluation form. On the day of the seminar, gather all the attendees around the speakerphone and/or computer and enjoy!
2011 Archives Available August 3: Safe Deposit Legal Issues (Elizabeth Fast) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only August 10: Reg Z Credit Card Act: It's Not Just for Credit Cards (Ann Rockswold) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only August 11: Opening Trust Accounts: Documentation, Authority, Liability (Deborah Crawford) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only August 17: Hot Regulatory Issues in Consumer Lending (Ann Brode) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only August 19: Your Credit Union's Responsibility as a Withholding Agent: SSNs, EINs, & ITINs (Deborah Crawford) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only August 23: New Rules for Credit Union Websites: What do Do Now, Soon & Later (Lee Wetherington) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only August 24: Bank Bribery Act & Privacy of Consumer Financial Information (Ann Brode) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only August 25: HMDA: Getting the New Changes Right! (Ann Brode) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only August 25: The Environment is Right to Save on Service Contracts (Presented By Kelly Flynn, Director, JMFA) free August 30: Foreclosure Alternatives (Mark Tyrpin) $199 August 30: New Security Officer Training (Barry Thompson) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only September 7: Understanding Endorsements: Authority, Restrictions, Minors & More (Deborah Crawford) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only September 8: Developing Global Cash Flow from Personal Tax Returns (Tim Harrington) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only September 8: What Does It Really Take to Run a Social Media Campaign at Your CU? (Shari Storm) $199 September 12: Growing Your Loans 10% (Brett Christensen) $199 September 12: Assessing the Impact of the New Debit Card Interchange Rules Effective October 1, 2011 (Lee Wetherington) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only September 13: Conducting Your Annual ACH Risk Assessment (Mary Gilmeister) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only September 14: Strategic Planning for the Board and Senior Management (Tim Harrington) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only September 21: Surviving Your FACTA Risk-Based Pricing Audit (Ann Brode) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only September 22: New FFIEC Guidance "Supplement to Authentication in an Internet Banking Environment" Effective January 1, 2012 (Dr. Kevin Streff) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only September 27: Identifying & Managing Data Leakage & Hacking Threats (Keving Streff) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only September 28: Fair Lending: Top Issues & Examiners' Focus (Bryan Bradley) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only October 4: Responding to Official Demands for Member Funds (Elizabeth Fast) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only October 5: Problematic Practices in BSA Audits (Ann Brode) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only October 12: Employee Leave: What You Need to Know about Vacation, Sick, Jury Duty, FMLA, Military & More (Kay Robinson) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only October 13: Job-Specific BSA Training for Lenders (Bill Elliott) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only October 18: Compliance from a Distance: Managing Risk of Third Parties & Outsourced Processes (Elizabeth Fast) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only October 25: Lending to Members of Modest Means (Including Payday Lending) (Ed Swanson) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only October 26: Opening Personal Accounts: Documentation, Compliance, Liability (Deborah Crawford) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only October 27: ABCs of Financial Reports for BOD (Rick Menton) $199 October 27: 2011 FFIEC Authentication Guidance: Creating a Roadmap for Risk Assessment Success (Debi Randol) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only November 2: Small Business Banking at Your Credit Union (Lee Worthtington) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only November 3: Conducting Your 2011 ACH Audit (Shelly Simpson) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only November 9: Year-End Compliance Checklist (Ann Brode) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only November 10: Bank Protection Act & Robbery Training For All Staff (Barry Thompson) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only November 15: Your Credit Union's IRS Information Returns: What to Report & Ways to Ensure Accuracy (Rhonda Hudson) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only November 15: Achieving Teller Excellence for CUs (Ed Comm Group) $199 November 16: IRA Basics (Deborah Crawford) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only November 30: Legal Issues in Collections (Elizabeth Fast) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only December 6: Identifying Problem Loans (S. Wayne Linder) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only December 6: Front Line BSA (Deborah Crawford) $199 December 6: NorthLegal: Handling Deposit Accounts of Bankrupt Consumers December 7: Moebs $ervices - M$ 2011 Summary ad Assumptions for 2012 December 7: Auditing for SAFE Act Compliance (Ann Brode) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only December 8: Moebs $ervices - 7 Ways to Improve Checking in 2012 December 8: Critical IRA Year-End Issues (Deborah Crawford) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only December 13: Protecting Your Credit Union When a Member Files Bankruptcy: Advanced Issues (Elizabeth Fast) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only December 13: Creating a Lending Machine (Tim Harrington) $199 December 14: The New Business Account Interview: Meeting Regulator & Credit Union Requirements (Deborah Crawford) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only December 15: 10 Critical Deposit Compliance Issues in 2011: Year-End Update $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only December 20: Paper Checks, Remote Capture, ACH & Electronic Transfers: Who is Liable? (Elizabeth Fast) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only December 20: Selling to the Young Retail Member (Duane Sobecki) $199 December 29: Get the Edge: Using Handwriting Analysis to Improve Working Relationships & Hiring (Theresa Ortega) $199 Only 2012 Schedule January 4: Business Account Tackover Alert: What You Need to Know Now! (Jackie Marxhall) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only January 5: Managing the New Appraisal Guidelines for Residential Property (Ann Brode) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only January 5: Evaluating the Teen Market (Patti Smith) $199 January 11: Employee Headaches? Pain Relief for Supervisors (Honey Shelton) $199 January 11: Director Series: Understanding, Measuring & Monitoring Risks: The 9 Most-Critical Risks Credit Unions Face (Tim Harrington) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only January 11: CUNA Mutual - Online Banking Fraud & FFIEC Authentication Guidance January 12: IRA/HSA Review & Update 2011 Tax Year (Deborah Crawford) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only January 12: Essential Rules for a CU Web Presence that Wins! (Phillipa Gamse) $199 January 18: The How and Wow of Customer Service (Jeff Rendel) $199 January 18: Hot Button Regulatory Exam Issues: Dealing with Increased Scrutiny (David Reed) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only January 18: CUNA Mutual Group Discovery Webinar: Fixed Income Markets in 2012 - Implications of a Political Stalemate January 19: ACH Rules Update, Including NSF Fees & the New ACH Rule (Luann Kohlmann) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only January 25: Top 12 Collections Tips (David Reed) $199 January 25: Loan Stress Testing for Today's Credit Union (S. Wayne Linder) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only January 25: CUNA Mutual Group Discovery Webinar: Equity Markets - Risk, Safety & Opportunity January 26: Credit Union Actions for Debit Card Interchange Rules: Effective April 2012 (Lee Wetherington) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only January 31: Changing Demographics & How this Affects Your CU (Kelly McDonald) $199 February 2: IRA Essentials (Christy Crawford) $199 February 2: Frontline Series: Minor Accounts: Legal Ownership, Debit Cards & Access (Deborah Crawford) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only February 7: The Ins and Outs of Paid Advertising on the Internet (Pat Price) $199 February 8: Regulation E Legal Update: How to Properly Handle ATM & Debit Card Claims (Elizabeth Fast) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only February 9: Required Compliance Series: Regulatory Compliance for the Board & Senior Management (Ann Brode) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only February 9: Dollar Asscociates - To Merge or Not to Merge February 15: Introduction to Lender Flood Compliance (Rich Slevin) $199 February 15: Tax Refunds: Posting & Exceptions (Luann Kohlmann) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only Februrary 15: CUNA Mutual - Cyber Risks & The Data Breach Hot Seat February 16: Lending Series: Understanding Borrowers' Tax Returns, Part 1: Basics, Itemized Deductions, Interest & Dividend Income & Sole Proprietorships (Schedule C) (Tim Harrington) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only February 22: GFE & HUD-1: Issues & Update (Bill Elliott) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only February 23: Online Banking Risks (Ken Otsuka) $199 February 23: New BSA Officer Training (Deborah Crawford) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only February 28: Identifying & Preventing Elder Financial Abuse (Luann Kohlmann) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only February 28: Robbery - Premise and Building Security (Bob Siciliano) $199 March 6: Plastic Fraud - Yesterday, Today & Tomorrow (P. Smith/C. Pettis) $199 March 6: Troubled Debt Restructuring Issues (S. Wayne Linder) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only March 7: Overdraft Protection Update: Regulations, Lawsuits & Guidance (Deborah Crawford) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only March 8: Reg CC (Ken Otsuka) $199 March 13: How to Improve Your Member Retention (Rory Rowland) $199 March 13: Lending Series: Understanding Borrowers' Tax Returns, Part 2: Income from Rentals, Royalties, Partnerships, S Corps & Farms (Tim Harrington) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only March 13: Dollar Associates - Succession Planning Done Right March 14: Advanced Collection Techniques & Tools (David Osburn) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only March 15: Lending Strategies: More Loan Opportunities (Celeste Cook) $199 March 15: Accepting Power-of-Attorney: 10 Deposit Account Hotspots (Deborah Crawford) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only March 20: Developing a Risk Mitigation Strategy: Where Do I Spend My Next Security Dollar? (Kevin Streff) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only March 21: Unclaimed Property-Issues You Need to Know (Tracy Reid) $199 March 21: Frontline Series: Head Teller Training: Improving Teller Performance (Ann Brode) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only March 27: Qualitative & Environmental Factors in the ALLL for Credit Unions (S. Wayne Linder) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only March 28: Real Estate Loan Workouts, Foreclosures, Short Sales & Deficiency Judgments (Elizabeth Fast) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only March 28: CUNA Mutual - Disaster Preparedness March 29: Courting Boomer Members: A Key Business Growth Strategy (John Vardallas) $199 March 29: Dollar Associates - Credit Union Environmental Forecast April 3: Teller Regs (Jackie Judd) $199 April 3: Lending Series: Lending to the Small Business Owner in Today's Economy (David Osburn) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only April 4: Questions Supervisory Committee Members Should Be Asking (Bruce Hull) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only April 5: Cross Selling (Nicolette Lemmon) $199 April 10: Bankruptcy (David Reed) $199 April 11: Handling the Credit Union's Right of Set Off (Elizabeth Fast) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only April 12: Auditing Your Credit Union's Website (Ann Brode) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only April 12: Dollar Associates - Trust, But Verify - The Top Ten Items Every Credit Union Board Should Monitor April 18: Frontline Series: Service EXTRAordinaire: Increasing Member Loyalty & Profitability (Celeste Cook) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only April 18: Mobile Marketing with QR (Quick Read) Codes (Kyle Phillips) $199 April 19: Get Serious about Offering Remote Deposit: It's Time & Here's How! (Lee Wetherington) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only April 24: Business Development; In it to Win it! (Julie Ferguson) $199 April 24: Understanding & Navigating the ACH Rules for The RDFI (Shelly Simpson) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only April 25: Required Compliance Series: Regulatory Compliance for the Frontline (Doborah Crawford) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only May 1: Helping Members Improve Credit Scores (Celeste Cook) $199 May 2: Regulatory Reform: Top 5 Ways Operations & IT Can Ease the Sting (Brad Smith) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only May 3: Safe Deposit Boxes: The Fundamentals (Dave McGuinn) $199 May 8: Building the Perfect Bond Claim: Coverage, Filing & What to Do If Your Claim Is Denied (David Reed) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only May 9: CUNA Mutual- Plastic Card Fraud May 10: When an IRA Member Dies (Deborah Crawford) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only May 10: Sales Culture Revolution (Jeff Rendel) $199 May 15: Trust Accounts (Robert Rutkowski) $199 May 16: Handling Check Exceptions & Returns (Ellen Heffner) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only May 17: Lending Series: Lender Alert: Regulation Z Mortgage Application Timing Requirments (Bill Elliott) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only May 22: Member Credit Report Disputes: Completing ACDVs, AUDs, & Correcting Joint Members' Credit (Daivd Reed) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only May 23: Required Compliance Series: Regulatory Compliance for Lenders (Susan Costonis) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only May 23: Coaching to Gen Y (Michael Patterson) $199 May 24: Dollar Associates - Understanding Fiuciary Duties May 30: Holding Your Ground with Examiners & Regulators: The Credit Union Bill of Rights (Tim Harrington) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only May 31: Reg E/EFTs (Carl Pry) $199 June 5: Fair Labor Standards Update (Lynn Esp) $199 June 6: TBA $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only June 7: Writing Your BSA Policy (Deborah Crawford) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only June 7: Teller Skills (Steve Janiszewski) $199 June 12: Kids' Stuff - Minor Accounts (Carol Bertoux) $199 June 12: Call Reports: What to Look For, Entering Information & Why It's Important (Stephen Schiltz) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only June 13: Lending Series: Denied Loan Requirements: Consumer, Commerical & Residential (Ann Brode) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only June 20: A Penny Saved is More Than a Penny Earned: Leveraging Technology to Improve Efficiency, Profitability & Member Service (Lee Wetherington) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only June 20: Reg Z (Melissa Blaser) $199 June 21: Director Series: Fundamental Board Duties & Responsibilities, Regulatory Requirements & Liability (Tim Harrington) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only June 21: Dollar Associates - Impact Your Community: Credit Union Community Involvement 101 June 26: We Love Loans (Julie Ferguson) $199 June 27: Frontline Series: How to Talk to Members: Handling Difficult Members & Situations (Barry Thompson) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only June 27: CUNA Mutual - Social Media Risks June 28: Accounting & Audit Reports to the Board (David Osburn) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only June 28: Negotiating Skills to Capture Higher Rates & Fees (Rick Wemmers) $199 July 2: Generational Differences-Effectively Working Togehter (Kelly McDonald) $199 July 10: Direct Lending - Seven Must Haves (Pierre Cardenas) $199 July 10: Wire Transfer Compliance (Rhonda Hudson) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only July 11: Understanding & Navigating the ACH Rules for the ODFI (Shelly Simpson) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only July 12: New SEGs, New Members, New Growth (Deb McLean) $199 July 17: Collection Managers: Managing Expectations & Getting Results (David Reed) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only July 18: Due Diligence -Interacting with Your Members (Tracy Reid) $199 July 18: 10 Lessons Learned on Deceased Accounts (Deborah Crawford) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only July 19: Director Series: Understanding Call Reports for Board Members (David Reed) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only July 24: Rule Review & Understanding Loan Documents for the New Mortgage Lender (Susan Costonis) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only July 25: Required Compliance Series: Regulatory Compliance for Deposit/Operations (Deborah Crawford ) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only July 26: Why Y? - Tactics to Reach Gen Y (Mark Arnold) $199 July 26: Credit Reports & Scores: Using Them Legally & Effectively (David Reed) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only August 2: ALM: 11 Key Ratios You Should Know (Debbie Rightmire) $199 August 2: Security Officer Reports to the Board (Barry Thompson) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only August 7: Writing Effective HR & E-Policies to Manage Behavior, Maximize Compliance & Mitigate Risks (Nancy Flynn) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only August 8: Supervisory Committee Audits: Best Practices (Tim Harrington) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only August 8: Check Fraud (Barry Thompson) $199 August 14: Decedent Accounts (Carol Bertoux) $199 August 14: You Received a BSA Exam Request Memo, Now What? (Ann Brode) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only August 15: Fronline Series: Signature Card Danger Zones: Account Titling, Ownership & Access (Deborah Crawford) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only August 15: CUNA Mutual - Directors' Risk Oversight & Liability August 21: Conducting & Evaluating Consumer Reports for Employment Purposes (Lynn Esp) $199 August 21: Garnishments, Subpoenas, Summonses, Levies: Getting It Right! (Elizabeth Fast) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only August 23: Improve Your Bottom Line: Tips for Auditing Income & Expenses (Rhonda Hudson) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only August 28: Marketing with a Click and a Smile (Nicollete Lemmon) $199 August 29: Director Series: Financial Literacy Fundamentals for New Directors: Financial Statements, Key Ratios, & How to Monitor Your Credit Union (Tim Harrington) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only September 5: Increased Loans-New CU Loan Officer Training (Rick Wemmers) $199 September 5: The Legal Side of Dealing with Power-of-Attorney & Living Trust Documents (Elizabeth Fast) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only September 6: Opening Donation, Memorial & Other Accounts for Non-Profit Organizations (Deborah Crawford) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only September 11: CU Thrival Strategies for a Slow Economy (John Vardallas) $199 September 11: Preparing for Your FFIEC Authentication Guidance Regulatory Exam (Debi Randol) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only September 12: Required Compliance Series: Regulatory Compliance for All Staff, Including Red Flags for Identity Theft, Bribery & Consumer Privacy (Ann Brode) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only September 18: Starting a Yough Program on a Shoestring Budget (Josh Allison) $199 September 18: Director Series: Advanced Financial Literacy Update for New & Experienced Directors: ALM Primer & New Financial, Accounting & Risk Issues (Tim harrington) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only September 19: SAFE Act: Tracking, Renewing & Compliance (Ann Brode) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only September 19: CUNA Mutual - Staying In Compliance September 20: Building a Successful Regulatory Compliance Program (John Zasada) $199 September 25: Notary Essentials & Legalities for Credit Unions (Elizabeth Fast) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only September 26: Account Administration (Carol Bertoux) $199 September 26: Reinvigorating the Bottom Line: Making Up for Lost Revenue (Tim Harrington) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only October 2: Notary Public Training (Jannifer Tomas) $199 October 2: HR Danger Zones: What You Need to Know to Stay Out of Trouble (Kay Robinson) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only October 3: Computer Security for All Staff (Barry Thompson) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only October 10: Telephone Skills to Develop CU Relationships (Lynn Guiliani) $199 October 10: Conducting the 2012 ACH Audit (Shelly Simpson) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only October 11: SARS: The Form, the Narrative, the Crimes & Law Enforcement (Deborah Crawford) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only October 15: Loan Interviewing & Sales Skills (Brett Christensen) $199 October 16: Safe Deposit Boxes: Drilling, Death & Unclaimed Property (Elizabeth Fast0 $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only October 17: Beyond ALLL Doubt: Methodology & Policy Development in Uncertain Times (Jason Hward) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only October 17: Documenting & Disciplining Employees (Lynn Esp) $199 October 17: CUNA Mutual - Payment & Deposit Fraud October 23: Current Internet Marketing Vehicles (Carla Day) $199 October 23: Lending Series: Advanced Underwriting Skills for Consumer Loans (Bruce Hull) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only October 24: Working with Troubled Members: Loan Extensions, Deferments, Re-Aging, Refinancing & Incentives (David Reed) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only October 25: Cyber Tracking & Collections Techniques (Sheila O'Leary) $199 October 30: Frontline Series: Business Accounts: Who is Authorized to Open, Close, Transact? (Deborah Crawford) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only October 31: 15 Worse Security Mistakes (Barry Thompson) $199 November 6: Business Development Fundamentals (Josh Allison ) $199 November 7: Director Series: The Board's Role with the Loan Committee (Ann Brode) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only November 8: ACH Exception Handling: Returns, Reversals, NOC's & More (Shelly Simpson) $199 November 8: Top 10 IRA Issues: Compliance, Minimum Distributions, Reporting & Year-End Issues (Deborah Crawford) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only November 14: 10 Steps to Increased Loan Growth (Celeste Cook) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only November 14: CUNA Mutual - Robbery & Burglary November 15: Vendor Due Diligence & Effective Vendor Management Programs (David Reed) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only November 15: Servicemembers Civil Relief Act (SCRA) (Carl Pry) $199 November 20: The Member is Always Right-NOT! (Sean McDonald) $199 November 27: Debit Card Error Resolution & Regulation E Investigations (Heather Briganti) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only November 28: Website Complaince (Melissa Blaser) $199 November 28: Legal Update - Loans: 2012 in Review (Elizabeth Fast) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only November 29: Required Compliance Series: Robbery Preparedness for All Staff (Barry Thompson) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only December 3: Effective Variable Pay Lending Strategies (Brett Christensen) $199 December 4: Escrow Account Compliance (Ann Brode) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only December 5: Opening Trust Accounts: Documentation, Authority, Liability (Deborah Crawford) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only December 6: The Last Frontier: Risks & Opportunities for Business Loans (Bruce Hull) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only December 11: Unfair, Deceptive & Abusive Practices: Is Your Credit Union at Risk? (Dan Huston) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only December 12: Legal Update - Deposit Operations: 2012 in Revioew (Elizabeth Fast) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only December 13: Credit Union Business Documents: Email & ESI Retention/Destruction Policies & Procedures (Nancy Flynn) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only December 18: TBD December 19: Bankruptcy Today: Reporting, Proof of Claims & Identifying Fraud (David Reed) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only December 19: Effective Listening Skills (Becky McCrary) $199 December 28: Network Security Update (Randall Romes) $199 |
| Tennessee Credit Union League P.O. Box 21550 Chattanooga, TN 37424-0550 Phone: 423-899-2425 or 800-572-7359 FAX: 423-899-8726 Contact Us |
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