Special Pricing Promotions

We are offering new ways for member credit unions to stretch their education budgets and enjoy great savings!

Cheaper by the Dozen

We will maintain a virtual "punch card" for your credit union. Each time your credit union registers for a webinar, you get one punch. After you have registered for 12 webinars, we will automatically issue a complimentary certificate for the 13th "Baker's Dozen."

Note: This promotion will not include webinars already purchased at a discount through the series promotions listed below. For example, if someone purchases the 8 webinars in the compliance series, those do not count toward the "Cheaper by the Dozen" promotion.

Special Pricing for Series - 2014

Credit unions who order an entire series of webinars will get one of the webinars in the series free. Each series will have 6 webinars. There are 6 series offered in 2014.

ACH Specialist Series:

02/05/2014 Tax Refunds: ACH Postings, Exceptions & Liability
  Luann Kohlmann, WACHA
   
04/02/2014 ACH Rules Update 2014
  Shelly Simpson, EPCOR
   
06/04/2014 How to Legally Recovery Unauthorized ACH Withdrawals After the NACHA Return Deadlines
  Elizabeth Fast, Spencer Fan Britt & Browne LLP
   
08/05/2014 Federal Government ACH Payments: Reclamations & Garnishments
  Shelly Simpson, EPCOR
   
09/18/2014 Conducting the 2014 ACH Audit
  Shelly Simpson, EPCOR
   
12/02/2014 Handling ACH Exceptions & Returns
  Luann Kohlmann, WACHA

 
Director Series:

02/06/2014 Building a Better Board: Recruiting & Improving Your Credit Union Board
  Tim Harrington, TEAM Resources
   
04/30/2014 10 Best Practices in Board Governance: How the Board Can Protect Your Credit Union
  John Hancock, Moss Adams
   
06/19/2014 Improving CU Profitability from a Holistic Approach, Including Permissible Investments
  Gary Young, Young & Associates, Inc.
   
08/20/2014 Compliance Management & Fair Lending Training for the Board
  Susan Costonis, Compliance Consulting and Training for Financial Institutions
   
09/24/2014 The Role of the Board in the Examination Process
  David Reed, Reed & Jolly, PLLC
   
12/11/2014 What Can We Learn from Failed Credit Unions?
  Dhaval Patel, Moss Adams

 
Emerging Leader Series:

01/23/2014 Consumer Loan Portfolio Grading: Assessing Strengths & Mitigating Weaknesses
  S. Wayne Linder, Young & Associates, Inc.
   
03/19/2014 Understanding Asset Liability Management Concepts
  Gary Young, Young & Associates, Inc.
   
05/15/2014 How to Avoid Lender Liability Claims: Compliance, Regulatory Issues & Best Practices
  Elizabeth Fast, Spencer Fane Britt & Browne LLP
   
07/23/2014 Stress Testing for Enterprise Risk Management
  S. Wayne Linder, Young & Associates, Inc.
   
08/07/2014 Managing for Ultimate Performance: The 6 Building Blocks for Success
  Tim Tivis, Pinnacle Training Group
   
10/21/2014 Turning Financial Statements into Useful Ratios & Trends
  Tim Harrington, TEAM Resources

 
Frontline Series:

01/28/2014 Reg CC Funds Availability, Liability, Exceptions, Holds & More
  Mary-Lou Heighes, Compliance Plus, Inc.
   
04/22/2014 Negotiable Instrument Precautions & Endorsement Risks
  Mary-Lou Heighes, Compliance Plus, Inc.
   
06/12/2014 How to Handle Difficult Members: Effectively Dealing with Intimidation, Negativity & Anger
  Mary White, WTC Performance Group
   
08/26/2014 Business Accounts: Who is Authorized to Open, Close, Transact?
  Mary-Lou Heighes, Compliance Plus, Inc.
   
10/09/2014 Reg E for the Frontline: Compliance & Guidance for Error Resolution
  Susan Costonis, Compliance Consulting and Training for Financial Institutions
   
12/03/2014 Opening Accounts for Nonprofit Organizations
  Mary-Lou Heighes, Compliance Plus, Inc.

Real Estate Lending Series:

02/13/2014 Construction to Permanent Lending Under the New CFPB Mortgage Rules
  Bill Elliott, Young & Associates, Inc.
   
03/05/2014 RESPA Essentials & Overview
  Mary-Lou Heighes, Compliance Plus, Inc.
   
04/23/2014 Ability to Repay - Are You in Compliance with the New CFPB Rules?
  Bill Elliott, Young & Associates, Inc.
   
07/30/2014 Avoiding HMDA Reporting Mistakes
  Susan Costonis, Compliance Consulting and Training for Financial Institutions
   
09/03/2014 Escrow Account Compliance
  Ann Brode, Brode Consulting Services, Inc.
   
12/09/2014 Residential Appraisal Review
  Heidi Lee, Appraisal Review & Consultation

 
Required Compliance Series:

01/29/2014 Required Compliance for the Board & Senior Management, Including BSA
  Ann Brode, Brode Consulting Services, Inc.
   
03/26/2014 Regulatory Compliance for Lenders, Including BSA
  Susan Costonis, Compliance Consulting and Training for Financial Institutions
   
06/18/2014 Regulatory Compliance for the Frontline, Including BSA
  Mary-Lou Heighes, Compliance Plus, Inc.
   
08/13/2014 Red Flags for ID Theft, Bribery & Privacy
  Ann Brode, Brode Consulting Services, Inc.
   
10/14/2014 Regulatory Compliance for Deposit Operations, Including BSA
  Mary-Lou Heighes, Compliance Plus, Inc.
   
11/20/2014 Robbery Preparedness for All Staff
  Barry Thompson, Thompson Consulting Group, LLC