CU Webinar Network's August line up

on "July 23, 2021 2:02 pm"

August is filled with webinars! Check these out.

10 CUWNWEBINAR CUSTOM

 

Construction Loans: Cost Overruns, Delays & Occasional Disasters 
Bill Elliott, CRCM
Monday, August 2 • 9:00 am – 10:30 am HST

Lumber prices are skyrocketing! Materials costs are steadily increasing. These trends affect lenders and borrowers alike. Do you have a plan to handle cost overruns? Building delays? Unexpected challenges? Join us to learn the available avenues to keep construction loans on track.

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Comparing Regulation E with Visa & Mastercard Rules
Dan Ferrel
Tuesday, August 3 • 9:00 am – 10:30 am HST

Do you know where Reg E and Mastercard/Visa rules intersect? Where do disputes fall? Learn what you need to know to comply with these distinct, but overlapping, rules.

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The TRID Dirty Dozen: Navigating the Landmines
Dawn Kincaid
Wednesday, August 4 • 9:00 am – 10:30 am HST

TRID violations are all too common. Don’t cost your institution time and money by not effectively navigating the landmines. Join us to learn the top 12 errors when completing the LE and CD, and review sample integrated disclosures for fixed rate, adjustable rate, and construction loans.

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New Accounts Series: Regulatory Alphabet for Deposit Accounts
Michael Christians, JD
Thursday, August 5 • 9:00 am – 10:30 am HST

Do you know the ABCs of opening new deposit accounts? Which regulations apply? What documentation is required? What about privacy notices – or unauthorized transactions? Join us to learn the relevant regulatory alphabet so you can easily open compliant deposit accounts.

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New Mortgage Servicing Rule Changes Effective August 31, 2021 
Molly Stull
Monday, August 9 • 9:00 am – 10:30 am HST

Mortgage servicing became a whole new animal during the pandemic crisis. But very soon the sun will set on the forbearances that were granted. Therefore, the CFPB finalized rules to protect residential mortgage borrowers in arrears. Learn what you need to know – and what borrowers will expect – by the August 31, 2021, effective date.

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New ACH Meaningful Modernization Rules Effective September 17, 2021 
Michele L. Barlow, AAP, NCP
Tuesday, August 10 • 9:00 am – 10:00 am HST

“Meaningful modernization.” You don’t hear those words every day – especially as they apply to tried and true ACH practices. But there are new consumer authorization processes that are effective September 17, 2021. Now is the time to prepare and update your procedures.

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Credit Analyst Series: Debt Service Coverage Calculations in Underwriting 
Aaron Lewis
Wednesday, August 11 • 9:00 am – 10:30 am HST

Good commercial underwriting is the foundation of solid lending decisions. Part of that is calculating a borrower’s ability to repay the loan, also known as debt service coverage. Do you know how to calculate it and which method to use? Find out more with this timely webinar.

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Handling POAs & Living Trust Documents on Deposit Accounts & Loans 
Elizabeth Fast, JD & CPA
Thursday, August 12 • 9:00 am – 10:30 am HST

How much power is in that power of attorney? Do you know the different types and what they can do? What’s a living trust? How do POAs and living trusts affect deposit accounts and loans? Not sure? Get the scoop on both with this detailed presentation that includes checklists and questions to ask.

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Credit Risk Management First Aid Kit 
Jeffery W. Johnson, MBA
Monday, August 16 • 9:00 am – 10:30 am HST

Credit risk administration is one of the most important functions of a financial institution because it is the lending process that feeds the local, regional, and national economies. The results of making good credit decisions provide institutions with their primary source of interest and fee income.

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Record Retention: What to Keep and Why! 
Phillip Buffington
Tuesday, August 17 • 9:00 am – 10:30 am HST

Record retention compliance is crucial. In developing an effective records retention and destruction policy, financial institutions must identify which records must be retained; determine how to store, retrieve, and destroy records; and when and how to implement a litigation hold.

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Critical CIP & CDD Issues: Compliance, Beneficial Ownership & FAQs 
Deborah Crawford
Wednesday, August 18 • 9:00 am – 10:30 am HST

Do you really know your accountholder? How can you be sure? What does it take to comply with CIP, CDD, and EDD? Are you asking the right questions and requesting the right documents? Join this informative program for a regulatory line-by-line review and detailed explanation.

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Maximizing Cyber Security Soundness & Minimizing Incidents
John Moeller
Thursday, August 19 • 9:00 am – 10:30 am HST

Cyber security is top of mind throughout the financial industry. Today’s news is filled with stories of cyber attacks, hacks, and data breaches. Real-world cyber security threats, industry best practices, and effective techniques will all illustrate how to maximize soundness and minimize incidents.

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Financial Literacy Part 2: How to Interpret Key Ratios, Risks & Reporting
Bryan W. Mogensen, CPA
Tuesday, August 24 • 9:00 am – 10:30 am HST

According to the NCUA, directors have an obligation to understand their credit union’s financial condition. Newly elected directors have six months after election to become financially literate.* In Part 2 of this two-part series you will gain exposure and learn to understand your credit union’s financial statements, critical ratios, and trends so you can effectively perform your responsibilities.

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Survey Says! The Top 10 Reasons Businesses Move Their Accounts
Bruce Paul & Brian Rivel
Wednesday, August 25 • 9:00 am – 10:30 am HST

While turmoil is bad for institutions about to lose commercial customers, it is a golden opportunity for capturing new and profitable small business, middle market, and even large corporate clients. Join us to learn exactly how to capture more than your fair share in your local market.

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Job-Specific BSA Series: Job-Specific BSA Training for the Frontline
Mary-Lou Heighes
Thursday, August 26 • 9:00 am – 10:30 am HST

Are you on the frontline? Those who are literally on the frontline of the financial industry are the first line of defense against money laundering and terrorist activities. It’s an important job! Join us to learn the Bank Secrecy Act’s specific requirements for the frontline and all the compliance-driven details that auditors and examiners care about.

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Loan Underwriting 101: Interviewing, Credit Reports, Debt Ratios & Regulation B
Aaron Lewis
Monday, August 30 • 9:00 am – 10:30 am HST

If you’re new to the underwriting process, this webinar is designed just for you! Learn the essentials of underwriting, including documentation, calculations, analysis, and regulatory compliance. You’ll walk away with tools and tips that will help you every day.

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Dealing with Difficult Members: 5 Foolproof Techniques
David A. Reed, JD
Tuesday, August 31 • 9:00 am – 10:30 am HST

Ever see a human thundercloud? Is it walking toward you? Learn to meet such a challenge professionally, confidently, and successfully. Real-world situations will be used to demonstrate how to manage difficult members.

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