November webinars coming to your desktop!

on "October 16, 2020 1:16 pm"

Credit Union Webinar Network offers a variety of training topics.

10 CUWNWEBINAR CUSTOM

Dissecting Loan Loss Reserves, Including CECL Expectations
November 3, 2020 • 10:00 am – 11:30 am HST

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As COVID-driven deferrals and PPP loans end, ALLL is finding its way to the regulatory spotlight. Learn about the issues your institution will likely face – before your next exam!

AFTER THIS WEBINAR YOU’LL BE ABLE TO:

  • Better assess the adequacy of your ALLL by:
    • Considering current data to evaluate your qualitative or environmental factors
    • More accurately calculating the impairment for collateral-dependent loans
    • Discuss the growing importance of an adequately funded ALLL
    • Understand the status of CECL, including the most-current implementation dates


Recruiting & Retaining Millennials, Gen Z & Nexters

November 4, 2020 • 10:00 am – 11:30 am HST

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Your financial institution needs to hire staff for several positions. But will the best candidates know you’re hiring? New advertising methods, interviewing styles, management methods, benefit requirements, and social media make for a complex HR arena. That doesn’t begin to scratch the surface of today’s up and coming workforce of Millennials, Gen Zs, and Nexters. Join us for expert advice, hiring best practices, and a robust take-away toolkit.

AFTER THIS WEBINAR YOU’LL BE ABLE TO:

  • Evaluate your online presence
  • Spruce up your first impression on the web
  • Use the latest sources for recruiting your next super stars
  • Maximize your onboarding process
  • Revamp your office environment
  • Know how to coach and reward your team



Avoiding the Top 5 COVID-Related Collection Mistakes

November 9, 2020 • 10:00 am – 11:30 am HST

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The ripples of COVID-19 have extended into collections, adding more complexity and compliance concerns. New legislation, borrower desperation, consumer protection, widespread unemployment, and other factors have increased the opportunities for missteps and ripened the ever-present risk. How are you going to address these issues?

AFTER THIS WEBINAR YOU’LL BE ABLE TO:

  • Fine tune a virtual collections process that addresses productivity and preparedness
  • Conduct effective credit reporting in accordance with the new CARES Act and bankruptcy guidelines
  • Make loan modifications that comply with the Fair Credit Reporting Act and disclosure requirements
  • Manage foreclosures, evictions, and repossessions – what’s in your state?
  • Avoid communications landmines – TCPA and ADA issues

 

IRS Reporting Essentials: Form 1099 & Beyond
November 10, 2020 • 10:00 am – 11:30 am HST

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Year-end predictably brings IRS reporting requirements and deadlines. This timely topic will ensure you can successfully navigate the necessary IRS forms, procedures, and hazards. Now’s the time to learn the best practices for compliance and efficiency.

AFTER THIS WEBINAR YOU’LL BE ABLE TO:

  • Comply with COVID-related IRS guidance
  • Reference guidelines for determining reporting requirements
  • Understand backup withholding issues
  • Obtain taxpayer identification numbers (TINs)
  • Navigate IRS forms, procedures, and landmines, including:
    • 1098
    • 1099-A & C
    • 1099-INT
    • 1099-MISC
    • 1099-R
    • 1042
  • Meet reporting deadlines
  • Use best practices

 


Year-End IRA Actions: Notifications, Reporting & Monitoring, Including SECURE Act & COVID Rule Changes

November 11, 2020 • 10:00 am – 11:30 am HST

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This year-end cycle will be like none other. Changes due to COVID-19 and the SECURE Act require attention to new compliance issues. Join us to learn the changes and get the most-current guidance to ensure accurate year-end monitoring, reporting, and notifications.

AFTER THIS WEBINAR YOU’LL BE ABLE TO:

  • Complete 1099-R and 5498 forms and comply with annual deadlines and recent reporting guidance
  • Understand required IRA owner statements and notices, including account, fair market value, and required minimum distribution statements and notices
  • Feel more confident interacting with IRA owners
  • Discuss the latest and any late-breaking guidance resulting from recent legislation
  • Avoid penalties for missing year-end reporting and notice deadlines

 


Robbery: Critical Steps Before, During & After

November 12, 2020 • 10:00 am – 11:30 am HST

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Freeze! There’s a robber! Survival may depend on thoughtful, careful decisions. The kind of decisions you make based on expert advice and training. Conversely, untrained staff’s inadvertent actions can rain down danger. This consequential session will be conducted by two highly skilled security experts. You’ll learn how to behave during a robbery, what to do immediately afterward, and how to address potentially traumatic after-effects.

AFTER THIS WEBINAR YOU’LL BE ABLE TO:

  • Explain what “crime prevention through environmental design” means to your institution
  • Describe how criminals “case” financial institutions
  • Discuss the role of social media in robberies
  • Articulate which industry changes may have been influenced by COVID-19
  • Understand how improper handling of cash dispensers or cash recycler units can become a nightmare in a robbery
  • Appreciate why emotional support is necessary for staff after a robbery

 

You’re the New Board Secretary, Now What?
November 16, 2020 • 9:00 am – 10:30 am HST

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The board secretary’s position is critical to your institution’s compliance and governance efforts. Whether new or seasoned, this webinar will provide board secretaries with guidance, tips, and tools to effectively manage their responsibilities.

AFTER THIS WEBINAR YOU’LL BE ABLE TO:

  • Understand the board secretary’s full responsibilities
  • Establish routine meeting agendas using provided samples
  • Use included checklists to track the board’s review of corporate documents, policies, and reports
  • Distinguish which details should/should not be included in the minutes
  • Explain the benefits and compliance considerations of electronic board package delivery and virtual meeting platforms



10 Lessons Learned When a Borrower Dies
November 17, 2020 • 10:00 am – 11:30 am HST

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Now what? A borrower passed away, but still owes money to your institution. What are the chances of collecting? How do you go about it – compliantly? Is setoff an option? What about relatives or joint accounts? How can you miss this jampacked webinar with the answers to all your questions?

AFTER THIS WEBINAR YOU’LL BE ABLE TO:

  • Take the proper steps when a probate estate is opened
  • Handle cases where a probate estate is never opened
  • Determine when the deceased’s relatives and other parties can be held liable for loan repayment
  • Identify situations when death of a co-borrower can constitute a loan default
  • Exercise your institution’s right of setoff against the deceased’s deposit accounts
  • Explain the special rules for home mortgage loans when a borrower dies

 


Risk Officer Series: Risk Management Officer: Expectations & Responsibilities

November 18, 2020 • 10:00 am – 11:30 am HST

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Risk management officers are credit unions’ internal watchdogs. Through constant vigilance and enterprise risk management (ERM) programs, they guard against compliance risks, conduct risk assessments, ensure monitoring and testing are conducted, etc. Join us to learn more about their role, responsibility, and reach.

AFTER THIS WEBINAR YOU’LL BE ABLE TO:

  • Clearly explain, identify, and document inherent and residual risks
  • Use risk assessments as a roadmap for scheduling monitoring processes, internal and external audits, and staff training
  • Define components of an enterprise risk management (ERM) program
  • Develop risk reporting that includes emerging trends and developments tailored to the relevant audience
  • Expand communication channels to gather risk data, confirm effectiveness of controls, and engender a risk culture throughout the institution



New 2021 Nacha Rules: Impact, Analysis & Deadlines

November 19, 2020 • 10:00 am – 11:30 am HST

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Eight new Nacha rules are coming! With effective dates ranging from January 2, 2021, to September 17, 2021, you’d best be sure you know which rules are effective on which dates and how will they impact your operations. Get clarity on the changes during this timely webinar.

AFTER THIS WEBINAR YOU’LL BE ABLE TO:

  • Understand the new Same Day ACH windows and availability requirements
  • Calendar the new timeframes for making ODFI authorization warranty claims
  • Properly format a reversal
  • Define a standing authorization
  • Recognize the acceptable formats/methods for obtaining a consumer’s statement of unauthorized debit



Leading a Remote Workforce

November 23, 2020 • 10:00 am – 11:30 am HST

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If you have staff working remotely, how would you describe your leadership style with them? Effective? Somewhat functional? Herding cats? This webinar will teach you how to turn a challenge into an opportunity by providing specific leadership practices for dealing with remote staff.

AFTER THIS WEBINAR YOU’LL BE ABLE TO:

  • Identify five ways a remote workforce affects productivity and morale
  • Advance your leadership knowledge in managing remote staff
  • Employ specific techniques for engaging and motivating staff who work remotely
  • Turn a challenge into an opportunity
  • Commit to personal action and leadership growth



Handling Formal & Informal Trust Accounts: CIP, Documentation & Compliance

November 30, 2020 • 10:00 am – 11:30 am HST

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Confident or quaking? What’s your response when someone wants to open a trust account? Can you answer questions about existing trusts? Do you run to a coworker, or do they run to you? This webinar will be brimming with expert advice about opening and handling trust accounts. Learn the details, dos, and don’ts to vastly increase your confidence quotient the next time trust questions arise.

AFTER THIS WEBINAR YOU’LL BE ABLE TO:

  • Better understand what a trust is
  • Set up a trust
  • Look for key details in the trust for its lifecycle
  • Understand complicated document language
  • Write trust procedures for your institution