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Distance Learning is a series of interactive teleconference 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 conference, gather all the attendees around the speakerphone and enjoy the conference!
Distance Learning is:
FAST - No wasted time here. Get right to the heart of the matter in a one- or two-hour block designed to easily fit into your busy schedule.
CONVENIENT - No airlines. No travel. No time out of the office. Listen from the comfort and convenience of your office or meeting room.
EASY - A telephone, and occasionally a computer, is all the equipment you need. Just dial in, punch in your access code, and you're in. That's it. Follow along with the conference handouts provided in advance.
ACTIONABLE - Our distance learning conferences provide money-saving tactics you can start using right when you hang up the phone.
IDEAL FOR MULTIPLE LISTENERS - Use a speakerphone and as many people as you want can listen in - at no extra cost to you. Many professionals use these sessions as a cost-efficient, time-efficient means of training supervisors, managers, and staff and reinforcing key issues in a fresh new manner that they will remember and act on.
AFFORDABLE - Price is $189 ($219 with CDs, when available), a fraction of the cost of travel and attendance fees to conferences and seminars. |
2008 Schedule
January
January 8: A Look at Thieves from Within (Barry Thompson) $189
January 9: Dealing with Power of Attorney Documents (Elizabeth Fast) $189 or $219 w/ CD
January 10: Reg CC (Ken Otsuka) $189
January 10: Basic Cross-Selling Skills $189 or $219 w/CD
January 16: Cross Selling (Nicolette Lemmon) $189
January 16: Credit Unions and Payments Fraud 2008 (Lee Wetherington) $189 or $219 w/ CD
January 24: Director's Series #1: Risk Assessment Audits $189
January 24: Credit Union Advocacy (Amy McLard) $189 or $219 w/ CD
January 29: BSA (Janet Stutz-Cleven) $189
January 30: Opening Deposit Accounts Online: Risk, CIP and CDD Issues (Debbie Crawford) $189 or $219 w/ CD
February
February 6: Serving Members of Modest Means (Ed Swanson) $189
February 7: Advanced Cross-Selling ($189)
February 12: The Great Demographic Divide (Joe Sullivan) $189
February 13: Collecting From Past Due Members (Greg Souther) $189 or $219 w/CD
February 13: Opening New Accounts ($189)
February 21: Safe Deposit Compliance Update (Dave McGuinn) $189
February 21: IT Risk Assessment (Dr. Kevin Streff) $189 or $219 w/ CD
February 21: Board Governance (Rosie Holub) $189 or $219 w/CD
February 25: Growing Auto Loans 10% a Year Without Indirect Lending (Brett Christensen) $189
February 27: Understanding Endorsements (Debbie Crawford) $189 or $219 w/ CD
March
March 5: Embracing Your Hispanic Market (Deb McLean) $189
March 11: Phone Collection Techniques (David Reed) $189
March 12: Credit Unions and the Reverse Mortgage (Dan Mitchell) $189 or $219 w/ CD
March 13: Preventing Check Fraud $189 or $219 w/CD
March 14: Writing a Red Flag Policy Mandatory Compliance Date 11/1/08 (Ann Brode) $189 or $219 w/CD
March 19: Medical Leave for Small CUs (Lynn Esp) $189
March 19: The BSA New Member interview: Due Diligence and CIP $189 or $219 w/CD
March 26: Document Retention and Destruction (Elizabeth Fast) $189 or $219 w/CD
March 27: Phishing, Pharming & More, Oh My! (Susan Orr) $189
March 27: Preventing Elder Fraud $189 or $219 w/CD
April
April 1: Expense Control (Rory Rowland) $189
April 9: Reg CC $189 or $219 w/CD
April 9: Health Savings Account Update (Debbie Crawford) $189 or $219 w/ CD
April 10: Understanding Your Communication Style $189 or $219 w/ CD
April 16: Regulator Hot Buttons for IT Security (Dr. Kevin Streff) $189 or $219 w/CD
April 17: Call Center Skills (Rosie Holub) $189 or $219 w/ CD
April 29: Head Teller/Teller Supervisor: Developing Teller Performance (Ann Brode) $189 or $219 w/CD
April 29: EEO-1 Reports (Anthony Pickell) $189
April 30: Intro to Credit Unions (Penny Giles) $189
May
May 6: Using the Telephone for Fun & Profit (Lenann McGookey Gardner ($189)
May 7: Business Etiquette $189 or $219 w/CD
May 7: SARs and Law Enforcement (Debbie Crawford) $189 or $219 w/CD
May 14: ACH Fundamentals and More (Shelly Simpson) $189
May 14: Fraudulent Cashier's and Official Checks: Detection, Protection & Risk (Elizabeth Fast) $189 or $219 w/CD
May 21: ALM (Debbie Rightmeier) $189
May 21: Checklist for Complying with FACT Act Red Flag Rules Mandatory Compliance Date 11/1/08 (Greg Souther) $189 or $219 w/CD
May 22: The Credit Union Difference (Amy McLard) $189 or $219 w/CD
May 29: Membership Retention In a Gen Y World (Nancy Pierce) $189
May 29: Deposit Documentation and Account Titling (Ann Brode) $189 or $219 w/CD
June
June 4: Marketing in a Click Click World (Ginny Petru) $189
June 10: Identity Theft (Ken Otsuka) $189
June 10: Basic Employement Compliance (Monica Burnett) $189 or $219 w/CD
June 11: Understanding the Allowance for Loan and Lease Losses (ALLL) (Andy Mcinhold) $189 or $219 w/CD
June 12: Director's Series: Volunteer Duties and Responsibilities $189 or $219 w/CD
June 17: Risk Based Lending (Ed Swanson) $189
June 19: Opening Fiduciary Accounts (Debbie Crawford Stone) $189 or $219 w/CD
June 19: Handling Difficult Member Situations $189 or $219 w/CD
June 23: Sustaining Loan Growth Thru Innovation (Brett Christensen) $189
June 25: Complying with E-Records and E-Signature Rules (Elizabeth Fast) $189 or $219 w/CD
June 25 : STAR Series: Introduction to Credit Unions (S1304) $189 or $219 w/CD
July
July 1: Employee Record Keeping (Lynn Esp) $189
July 9: Teller Regs (Penny Giles) $189
July 9: Improving Employee Attitudes $189 or $219 w/CD
July 10: Reporting Your Credit Data: EOSCAR and Federal Compliance (Gret Souther) $189 or $219 w/CD
July 16: Robbery Awareness (Bank A.P.E.) $189
July 17: Opening Minor Accounts (Debbie Crawford Stone) $189 or $219 w/CD
July 22: Auto Lending Profitability (Tim Marriott) $189
July 22: Recruitment & Hiring Issues (Monica Burnett) $189 or $219 w/CD
July 23: STAR Series: Member Relations (S020) $189 or $219 w/CD
July 30: Granting, Documenting and Monitoring CTR Exemptions (Jennifer McCollough) $189 or $219 w/CD
July 31: Youth Marketing-Next Generation (Deb McLean) $189
August
August 6: Conducting a Risk-Based Compliance Audit (Ann Brode) $189 or $219 w/CD
August 6: Time Management Skills $189 or $219 w/CD
August 7: Conducting a Risk-Based Compliance Audit (Ann Brode) $189 or $219 w/ CD
August 7: Reg Z (Rob Rutkowski) $189
August 12: Increasing Non-Interest Income (Rory Rowland) $189
August 12: Handing Difficult Employee Situations (Monica Burnett) $189 or $219 w/CD
August 14: Check Fraud and Forgeries $189 or $219 w/CD
August 14: Reg CC and Check Holds (Debbie Crawford) $189 or $219 w/CD
August 14: HR/Transitioning to Supervisor (Sonya Sugg) $189
August 20: Pay Day Lending Solutions (Lois Kitsch) $189
August 26: Decedent Accounts (Carol Bertoux) $189
August 27: Reading and Understanding Personal Tax Returns: Schedules B, C and D (Tim Harrington) $189 or $219 w/CD
September
September 4: Retaining & Expanding Relationships w/Members (Chuck Wilson) $189
September 4: Countdown to Identity Theft and Red Flags Program: Are you ready? (Debbie Crawford) $189 or $219 w/CD
September 9: Plastic Card Fraud (Brian Fisher) $189
September 10: Reading and Understanding Personal Tax Returns: Schedules E and F (Tim Harrington) $189 or $219 w/CD
September 11: Member Service Excellence $189 or $219 w/CD
September 17: Fair Lending Pitfalls (Jennifer McCollough) $189 or $219 w/CD
September 18: Account Administration (Carol Bertoux) $189
September 24: Post Judgment Collections (Rob Rutkowski) $189
September 25: STAR Series: Security (S030) $189 or $219 w/CD
September 25: OFAC and BSA: Making the Compliance Connection (Debbie Crawford) $189 or $219 w/CD
September 25: Event Planning (Liz Adams) $189 or $219 w/CD
September 30: Internet Security (Dean Marshall) $189
October
October 8: Does Your Website Stink? (Spider Squad) $189
October 8: Kiting: Detection and Prevention (Bev Licata) $189 or $219 w/CD
October 15: Check Fraud (Steve Janiszewski) $189
October 15: Blueprint for an Information Security Program (Dr. Kevin Streff) $189 or $219 w/CD
October 16: Credit Union Orientation $189 or $219 w/CD
October 21: BSA (Janet Stutz-Cleven) $189
October 23: Robbery: Frontline Protection & Planning (The Rechel Group) $189
October 29: Signature Cards and Account Agreements (Debbie Crawford) $189 or $219 w/CD
October 30: Nuts & Bolts of Bankruptcy (David Reed) $189
November
November 5: Disaster Recovery & Business Continuity (Jeff Rendell) $189
November 5: Dealing with Return Items (Wendy Wishon) $189 or $219 w/CD
November 12: Handling Right of Set Off (Elizabeth Fast) $189 or $219 w/CD
November 13: Money Laundering (Neil Pertell) $189
November 13: Directors Series: Director Liability $189 or $219 w/CD
November 13: Robbery Prevention $189 or $219 w/CD
November 18: CU Financials for Staff (Bob Larson) $189
November 19: Opening Business Accounts (Debbie Crawford) $189 or $219 w/CD
November 20: Preparing for Your IT Security Exam (Susan Orr) $189
December
December 2: Reg B (Rob Rutkowski) $189
December 3: Regulation E Compliance and Error Resolution (Jennifer McCollough) $189 or $219 w/CD
December 8: Lending to Young Adults/Hispanics (Brett Christensen) $189
December 10: Share Certificates & CDs: Compliance, Signature Cards & Disclosures (Debbie Crawford) $189 or $219 w/CD
December 11: The Leadership Secrets of Santa $189 or $219 w/CD
December 17: Conducting an Independent BSA Audit (Ann Brode) $189 or $219 w/ CD
December 18: Fraud Trends and Prevention $189 or $219 w/CD
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