New year, new webinars from OnCourse Learning

on "December 16, 2020 3:08 pm"

Take a look at the upcoming OnCourse Learning webinars that kick-off 2021.

072120 OnCourse HCUL logo

Let’s Face It! The Constant Threat of Social Engineering

Presented by Randy Phillips
Thursday, January 7th, 2021 - 6:00 am HST
Gain insight into the various ways that a social engineer strikes, both in-person and online and the part you can play in blocking an attack on your institution.

Opening Business Accounts

Presented by Deborah Crawford
Tuesday, January 12th, 2021 - 6:00 am HST
Understanding designations, rules and authority on all different types of business accounts can assure that you are taking the proper precautions and can assist you in avoiding errors that can be costly to your organization.

Creating the Right ERM Program for YOUR Credit Union

Presented by Marci Malzahn
Thursday, January 14th, 2021 - 9:30 am HST
This webinar will assist attendees in creating your first ERM Program OR ensuring that your current program is complete.

Excel Made Clear: Introduction to Spreadsheets

Presented by David Ringstrom
Friday, January 15th, 2021 - 6:00 am HST
This webcast is perfect for you if you’ve never worked with Excel spreadsheets or haven’t in several years. Get an overview of the different types of files you can create, rows and columns grid, keyboard shortcuts that simplify repetitive tasks, and more.

IRA Update - Annual Review

Presented by Patrice Konarik
Thursday, January 21st, 2021 - 6:00 am HST
Most everyone would agree that seeing the ball drop on New Year's Eve ending the 2020 "crazy year" is a great thing. But what does it mean in the IRA World? At the end of 2019 the SECURE Act was signed into law and made effective 12 days later on January 1, 2020. Just when we were finally getting the details on all the new changes, COVID struck.

Annual BSA Officer and Staff Training

Presented by Deborah Crawford
Tuesday, January 26th, 2021 - 6:00 am HST
The front line is our eyes and ears on the ground. The front line is tellers, new accounts, lenders, branch managers and everyone who interacts with a customer.

Credit Analysis Basics

Presented by David Osburn
Thursday, January 28th, 2021 - 6:00 am HST
Attend this proactive webinar and learn how credit unions make lending decisions based on the five (5) C’s of credit- capacity, capital, collateral, conditions, and character!

ACH Rule Changes: What You Have to Look Forward to in 2021

Presented by Kate Cole
Wednesday, February 3rd, 2021 - 6:00 am HST
We now have Same Day ACH and those rules are in effect, so its time for a few other changes. Some are coming in 2020 and a few in 2021.

CTRs and SARs: Line by Line

Presented by Deborah Crawford
Thursday, February 4th, 2021 - 6:00 am HST 
One of the most detailed webinars on CTRs and SARs you may ever attend. We will go line-by-line through the instructions and follow up with very detailed examples.

Hemp Update

Presented by Deborah Crawford
Tuesday, February 9th, 2021 - 6:00 am HST
USDA Issued Regulations! FinCEN excluded Hemp from the definition of marijuana! Are you ready for Hemp Members? Learn how to bank hemp growers and hemp businesses if legal in your state.

The Transition Away from LIBOR

Presented by Michael Christians
Wednesday, February 10th, 2021 - 6:00 am HST
The UK's Financial Conduct Authority has announced that publication of the LIBOR index is not guaranteed beyond 2021. Many financial institutions tie their adjustable rate mortgage loans, home equity lines of credit and/or credit cards to this index. Institutions should be taking steps now to prepare for this upcoming change.

HR Basics for Supervisors

Presented by Jennifer Mirus
Wednesday, February 17th, 2021 - 6:00 am HST
This webinar will provide your managers with a valuable and easy to understand overview of key HR concepts and laws, and will give them practical information and tools they can use to avoid legal pitfalls.

Dealing with Subpoenas, Summonses, Garnishments & Tax Levies

Presented by Terri D. Thomas
Tuesday, February 23rd, 2021 - 6:00 am HST
This webinar provides best practices when dealing with the various legal documents served on credit unions. If you find these documents confusing and intimidating, attend this multi-state seminar to learn the best practices of how to deal effectively with these documents and the parties who serve them upon you.

Health Savings Accounts - Annual Update and Review

Presented by Patrice Konarik
Friday, February 26th, 2021 - 6:00 am HST
Over the last 15 years there have been many changes to HSAs so this annual update is a necessity when it comes to keeping up with the latest rules and regulations.

Handling Deceased Accounts

Presented by Deborah Crawford
Tuesday, March 2nd, 2021 - 6:00 am HST
Learn about checks, IRAs, deposit ownership, trusts, UTMA, affidavits of heirship and other complex issues that can occur when a member is deceased.

The Right of Setoff: What Does Every Credit Union Employee Need to Know?

Presented by Terri D. Thomas
Tuesday, March 16th, 2021 - 6:00 am HST
Do you know when the right of setoff is allowed and when it isn't? Do you know if your credit union has a statutory or contractual right of setoff? Do you understand the financial risks of using your setoff rights incorrectly? If you don't know the answers to these questions, make sure to attend this valuable webinar.

Auditing for TRID Compliance

Presented by Kyla Dartez
Wednesday, March 17th, 2021 - 6:00 am HST
This session will provide a step-by-step guide to reviewing LEs and CDs for accuracy and timeliness, and will address common errors and not-so-common scenarios that we’ve encountered.

Intro to Consumer Lending

Presented by David Osburn
Thursday, March 18th, 2021 - 6:00 am HST
The webinar will cover the basics of consumer lending including the consumer loan function, marketing consumer loans, and making consumer lending decisions based on the five (5) C’s of credit- capacity, capital, collateral, conditions, and character.

Three Key Risk Assessments in Your ERM Program – ERM, IT, and Internal Controls

Presented by Marci Malzahn
Thursday, March 18th, 2021 - 9:30 am HST
This webinar will first take you through a step-by-step process to develop strong Risk Assessments to address key areas of your institution.

Regulation CC Training for Tellers

Presented by Deborah Crawford
Tuesday, March 23rd, 2021 - 6:00 am HST
There are many questions, such as can we place a hold on a cashier’s check? How many days can we hold checks on a new account? Does this apply to business accounts? Do we have to give the hold while the member is there, or can we mail it later? Get answers in this easy-to-follow webinar for frontline staff.

Intro to Member Business Lending

Presented by David Osburn
Wednesday, April 7th, 2021 - 6:00 am HST
This webinar covers the basics of Member Business Lending (commercial lending). The training session will begin with a brief overview of “conventional” commercial lending versus SBA lending products then cover “credit scoring” and the full underwriting of a commercial loan including a review of “financial statement analysis” (with emphasis on “key ratio” and “cash flow” analyses). Additionally, a standard loan “write-up” or written presentation format will be displayed.

Loan Collection Tools Vital in Today’s Economy

Presented by David Osburn
Thursday, May 27th, 2021 - 9:30 am HST
This webinar covers negotiation, technical, and management tools in collecting problem loans. The negotiation process will include “human factors” while the technical skills will include “business law basics” (contract law and lender liability).