OnCourse Learning webinars coming in July

on "June 24, 2021 10:52 am"

Topical, affordable, and convenient online training you can use.

100520 new oncourse logo combo

Vendor Management 2021
Cody Delzer
July 8th, 2021 - 5:00 am – 6:30 am HST (OnDemand recording available)
Analyzing vendor documentation is important, but the real question we need to ask is this: how do we understand if our vendors are really protecting your data?

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Auditing a Real Estate Loan File for Compliance Requirements
Dawn Kincaid
July 9th, 2021 - 5:00 am – 6:30 am HST (OnDemand recording available)
We will discuss how to avoid mistakes when preparing consumer real estate loan documentation.

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The ABCs of Robbery Prevention
Randy Phillips
July 14th, 2021 - 5:00 am – 6:30 am HST (OnDemand recording available)
Join us as we take you through the alphabet of tactics, decisions, and deterrents that will help decrease your institution's likelihood of being robbed.

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Appraisal Reviews: What to Look For
Dawn Kincaid
July 15th, 2021 - 5:00 am – 6:30 am HST (OnDemand recording available)
A thorough appraisal review is essential to your underwriting process. In this session, we will review a sample appraisal and evaluation and identify what you need to look for and what may cause you concern.

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Opening Membership Accounts Online
Gaye DeCesare
July 20th, 2021 - 5:00 am – 6:30 am HST (OnDemand recording available)
Join a discussion on policies and procedures your credit union should have in place to minimize compliance and fraud risk when you open new member accounts online.

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Banking Military Personnel
Dawn Kincaid
July 23rd, 2021 - 5:00 am – 6:00 am HST (OnDemand recording available)
We will walk through the necessary steps you need to take at the time an application is taken, when a loan becomes delinquent and when you become aware that your borrower meets the definition of a "covered borrower" under each of the Acts. Sample policy language and other tools to facilitate compliance with these requirements will be provided.

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W-9, W-8BEN and W-8BEN-E Forms and Info
Deborah Crawford
July 27th, 2021 - 5:00 am – 6:30 am HST (OnDemand recording available)
This webinar covers W-9 and W-8 forms and interest reporting on deposit accounts. We will cover account set up, name control files, reporting, and what to do when the IRS says the names and TINs don't match.

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Best-Ever Compliance Checklists for Commercial Loans
Anne Lolley
July 28th, 2021 - 8:30 am – 10:00 am HST (OnDemand recording available)
This colorful checklist, patterned after the popular Best-Ever Consumer Checklists, will guide you through those traps and ensure compliance.

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