March webinar line-up from OnCourse Learning

on "February 26, 2021 2:25 pm"

Education is easy when you learn online. OnCourse Learning brings training right to your desktop. Recorded webinars also available.

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Health Savings Accounts - Annual Update and Review
Patrice Konarik
Monday, March 1st, 2021 - 9:30 am – 11:00 am HST
Health Savings Accounts were signed into law over 15 years ago and they still seem to generate more questions than answers. It is pretty amazing the rampant abuse has not disqualified this product. What are the credit union's responsibilities when it comes to correcting mistakes?

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Handling Deceased Accounts
Deborah Crawford
Tuesday, March 2nd, 2021 - 6:00 am – 7:30 am HST
Your member passed away and the family is grieving. Yet, in the midst of all the remembering and honoring of a life, the legal and compliance clock is ticking. In most states, checks can be paid for 10 days after the date of death. However, ACH items cannot be paid once we know the member is deceased.

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Excel Made Clear: Speed Tips
David Ringstrom
Wednesday, March 3rd, 2021 - 9:30 am – 11:00 am HST
This enlightening webcast presented by David Ringstrom, CPA, will empower you to quickly accomplish tasks that might currently be taking you several minutes or even hours to complete. David explains a variety of Excel's time-saving features and shares helpful tips, such as how to filter data faster, streamline repetitive tasks, create keyboard shortcuts, and access folders and workbooks easily.

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You're the New Supervisor! Fasten Your Seat Belt!
Karen Butcher
Wednesday, March 10th, 2021 - 6:00 am – 7:30 am HST
This program will ramp up leadership skills and address critical supervisory issues necessary to become an extraordinary supervisor.

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The Right of Setoff: What Does Every Credit Union Employee Need to Know?
Terri D. Thomas
Tuesday, March 16th, 2021 - 6:00 am – 7:30 am HST 
The Right of Setoff is a complicated, but very effective tool for collecting debts owed to a credit union. Note: This webinar provides information on best practices, rather than the unique features of any state's probate laws.

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Auditing for TRID Compliance
Kyla Dartez
Wednesday, March 17th, 2021 - 6:00 am – 7:30 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.

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Intro to Consumer Lending
David Osburn
Thursday, March 18th, 2021 - 6:00 am – 7:30 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.

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Three Key Risk Assessments in Your ERM Program - ERM, IT, and Internal Controls
Marci Malzahn
Thursday, March 18th, 2021 - 9:30 am – 11:00 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.

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Regulation CC Training for Tellers
Deborah Crawford
Tuesday, March 23rd, 2021 - 6:00 am – 7:30 am HST
Regulation CC is the regulation governing the availability of funds for transaction accounts and the holds which financial institutions can place on checks. This regulation was passed in 1988 and continues to be one of the toughest compliance problems in financial institutions around the country.

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DIY Core Systems Selections
Charlie Kelly
Wednesday, March 24th, 2021 - 6:00 am – 7:30 am HST 
This session will give financial institutions a peek inside how one systems selection consultant organizes the selection process, from the initial gap analysis through RFP, vendor scoring, and ultimately negotiating a contract.

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