Credit Union Network Webinars
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Cornerstone Credit Union League is pleased to offer Internet Webinars distance-learning opportunities. The League works in partnership with Financial Education & Development, Inc. for our webinars. If you are having trouble with registering, recieving hook-up instructions, or signing into the webinar, please contact Financial Education & Development at 406-442-2585.

Below is a list of upcoming live webinars. Archived webinars can be viewed anytime 24/7, beginning 6 business days after the webinar and will expire 6 months after the live program date. Visit the Registration Options page to discover all of the different options offered for these webinars.

View Archived Webinars

Upcoming Webinars

Date

Title

Presenter

April

04/15/2014 Mobile Device Risks & Compliance Rules: Managing Your Credit Union's BYOD & COPE Policies Nancy Flynn, The ePolicy Institute™
04/16/2014 Responding to Official Demands for Member Funds: Subpoenas, Garnishments, Summonses, Levies Elizabeth Fast, Spencer Fane Britt & Browne LLP
04/17/2014 Examination Findings of the CFPB Ann Brode, Brode Consulting Services, Inc.
04/22/2014 Frontline Series: Negotiable Instrument Precautions & Endorsement Risks Mary-Lou Heighes, Compliance Plus, Inc.
04/23/2014 Real Estate Lending Series: Ability to Repay - Are You in Compliance with the New CFPB Rules? Bill Elliott, Young & Associates, Inc.
04/24/2014 BSA Officer Duties & Update Mary-Lou Heighes, Compliance Plus, Inc.
04/29/2014 Patch Management - The Art & Science of Keeping Software Current Dr. Kevin Streff, Secure Banking Solutions
04/30/2014 Director Series: 10 Best Practices in Board Governance: How the Board Can Protect Your Credit Union John Hancock, Moss Adams

May

05/06/2014 Call Reports: Interpreting the Most Recent Changes Stephen Schiltz, CliftonLarsonAllen LLP
05/07/2014 Complex ACH Challenges for RDFIs: Exceptions, Errors & More Shelly Simpson, EPCOR
05/13/2014 Defining the Board Versus Supervisory Committee Responsibilities David Reed, Reed & Jolly, PLLC
05/14/2014 Auditing Your Loan Portfolio: Consumer, Commercial & Real Estate Ann Brode, Brode Consulting Services, Inc.
05/15/2014 Emerging Leader Series: How to Avoid Lender Liability Claims: Compliance, Regulatory Issues & Best Practices Elizabeth Fast, Spencer Fane Britt & Browne LLP
05/20/2014 Implementing the New ACH Security Framework Requirements by December 31, 2014 Shelly Simpson, EPCOR
05/21/2014 Reporting Your Members' Credit: Understanding Increasing Regulatory Requiremetns David Reed, Reed & Jolly, PLLC
05/28/2014 IT Audit for Credit Unions Dr. Kevin Streff, Secure Banking Solutions
05/29/2014 Keeping Collateral: How to Perfect, Get Priority & Liquidate Liens Under Article 9 Revisions Kim Rayer & Jen Borra, Starfield & Smith, PC

June

06/03/2014 Head Teller Development: Improving Teller Performance Ann Brode, Brode Consulting Services, Inc.
06/04/2014 ACH Specialist Series: How to Legally Recover Unauthorized ACH Withdrawals After the NACHA Return Deadlines Elizabeth Fast, Spencer Fane Britt & Browne LLP
06/11/2014 Completing the CTR Report Line by Line Mary White, WTC Performance Group
06/12/2014 Frontline Series: How to Handle Difficult Members: Effectively Dealing with Intimidation, Negativity & Anger Mary White, WTC Performance Group
06/17/2014 Processing IRA Rollovers & Transfers Frank J. LaLoggia, LaLoggia Consulting, Inc.
06/18/2014 Required Compliance Series: Regulatory Compliance for the Frontline, Including BSA Mary-Lou Heighes, Compliance Plus, Inc.
06/19/2014 Director Series: Improving CU Profitability from a Holistic Approach, Including Permissible Investments Gary Young, Young & Associates, Inc.
06/24/2014 Regulation E & Debit Card Error Resolution: Processing, Disclosure & Investigation Luann Kohlmann, WACHA
06/25/2014 Mainstreaming Mobile Remote Deposit Capture: Adoption, Deployment, Operations & Risks Lee Wetherington, ProfitStars®

July

07/01/2014 Compliance Officer Training: Will Your AML/BSA/OFAC Program Satisfy Examiner Scrutiny? Bill Elliott, Young & Associates, Inc.
07/02/2014 Consumer Loan Documentation Elizabeth Fast, Spencer Fane Britt & Browne LLP
07/08/2014 Foundations of Financial Literacy for Directors: Analysis of Financials & Calculation of Ratios Dr. Randy Thompson, VirtualCorps.com
07/09/2014 Completing the SAR Report Line by Line Mary White, WTC Performance Group
07/15/2014 Self-Employed Borrower Tax Implications Under the New CFPB Income Verification Rules Tim Harrington, TEAM Resources
07/16/2014 Overdraft Protection Review, Update & Issues Elizabeth Fast, Spencer Fane Britt & Browne LLP
07/22/2014 Ensuring Data Security: What You Need to Know Now Mark Eich, CliftonLarsonAllen, LLP
07/23/2014 Emerging Leader Series: Stress Testing for Enterprise Risk Management S. Wayne Linder, Young & Associates, Inc.
07/29/2014 Steps to SAFE Act Registration, Renewal & Compliance for Mortgage Loan Originators Angela Lucas, Brode Consulting Services, Inc.
07/30/2014 Real Estate Lending Series: Avoiding HMDA Reporting Mistakes Susan Costonis, Compliance Consulting and Training for Financial Institutions

August

08/05/2014 ACH Specialist Series: Federal Government ACH Payments: Reclamations & Garnishments Shelly Simpson, EPCOR
08/06/2014 Wire Transfer Compliance Ann Brode, Brode Consulting Services, Inc.
08/07/2014 Emerging Leader Series: Managing for Ultimate Performance: The 6 Building Blocks for Success Tim Tivis, Pinnacle Training Group
08/12/2014 Regulatory Implications of FFIEC Authentication Guidance Dr. Kevin Streff, Secure Banking Solutions
08/13/2014 Required Compliance Series: Red Flags for ID Theft, Bribery & Privacy Ann Brode, Brode Consulting Services, Inc.
08/19/2014 Collection Compliance: What Constitutes a Violation of the FDCPA Elizabeth Fast, Spencer Fane Britt & Browne LLP
08/20/2014 Director Series: Compliance Management & Fair Lending Training for the Board Susan Costonis, Compliance Consulting and Training for Financial Institutions
08/21/2014 Home Equity/Second Lien Risk Management Tommy Troyer, Young & Associates, Inc.
08/26/2014 Frontline Series: Business Accounts: Who is Authorized to Open, Close, Transact? Mary-Lou Heighes, Compliance Plus, Inc.

September

09/03/2014 Real Estate Lending Series: Escrow Account Compliance Ann Brode, Brode Consulting Services, Inc.
09/04/2014 The Two Most Important Numbers for Dealing with IRAs & HSAs: IRS Publications 590 & 969 John Baptista, Jr., Impact Training & Consulting
09/09/2014 Advanced Financial Literacy for Directors: Applying Ratio Analysis to Manage the Balance Sheet & Maximize Income Dr. Randy Thompson, VirtualCorps.com
09/10/2014 Writing Effective Credit Memos & Loan Narratives Lisa Zigo, Brode Consulting Services, Inc.
09/16/2014 Auditing Social Media: Planning & Risk Control Matrices Dr. Kevin Streff, Secure Banking Solutions
09/17/2014 Electronic Business Records: 7-Step Strategy for Effective & Compliant Record Management Nancy Flynn, The ePolicy Institute™
09/18/2014 ACH Specialist Series: Conducting the 2014 ACH Audit Shelly Simpson, EPCOR
09/23/2014 NACHA Rules Versus Reg E Rules: Which Takes Legal Priority in Which Situation? Elizabeth Fast, Spencer Fane Britt & Browne LLP
09/24/2014 Director Series: The Role of the Board in the Examination Process David Reed, Reed & Jolly, PLLC
09/25/2014 Data Loss Prevention: Myths, Sources, Risks & Solutions Tom Garcia, InfoSight, Inc.

October

10/02/2014 Member Business Lending: Risks, Rewards, Controls & Common Mistakes Toby Lawrence, ClftonLarsonAllen, LLP
10/07/2014 12 Fundamental Audit Steps to Strengthen Internal Controls Tim Harrington, TEAM Resources
10/08/2014 Compliance & Legal Issues in Employee Screening: Pre-Hire & Post-Hire Elizabeth Fast, Spencer Fane Britt & Browne LLP
10/09/2014 Frontline Series: Reg E for the Frontline: Compliance & Guidance for Error Resolution Susan Costonis, Compliance Consulting and Training for Financial Institutions
10/14/2014 Required Compliance Series: Regulatory Compliance for Deposit Operations, Including BSA Mary-Lou Heighes, Compliance Plus, Inc.
10/16/2014 Recent Accounting Developments & Future Issues Chris Lee & Al Nolte, Eide Bailly, LLP
10/21/2014 Emerging Leader Series: Turning Financial Statements into Useful Ratios & Trends Tim Harrington, TEAM Resources
10/22/2014 Safe Deposit Boxes: Compliance, Legal Issues, Delinquencies & Death Elizabeth Fast, Spencer Fane Britt & Browne LLP
10/28/2014 How to Reduce IT Risk Assessment Time by 70% & Still Satisfy Examiners & Your Board Brad Smith, Abound Resources
10/29/2014 Social Media Update: Facebook, LinkedIn, Twitter & YouTube Eric Cook, WSI Internet Consulting

November

11/04/2014 Mobile Payments: What You Need to Know Now, What You Need to Do Next Lee Wetherington, ProfitStars®
11/05/2014 Top 10 Ways to Improve Skills as a Supervisory Committee Member Bryan Mogensen, CliftonLarsonAllen, LLP
11/06/2014 Increasing the Bottom Line By Preventing Losses John Baptista, Jr., Impact Training & Consulting
11/12/2014 Obtaining & Securing Judgement Liens Elizabeth Fast, Spencer Fane Britt & Browne LLP
11/13/2014 HR Audits for Credit Unions Kay Robinson, Robinson HR Consulting
11/18/2014 IRS Reporting Requirements: 1098s, 1099s, TINs, Backup Withholding & More David Reed, Reed & Jolly, PLLC
11/19/2014 Expanding Loan Portfolios & Improving Loan Profitability Using Credit Migration Modeling Dr. Randy Thompson, VirtualCorps.com
11/20/2014 Required Compliance Series: Robbery Preparedness for All Staff Barry Thompson, Thompson Consulting Group, LLC

December

12/02/2014 ACH Specialist Series: Handling ACH Exceptions & Returns Luann Kohlmann, WACHA
12/03/2014 Frontline Series: Opening Accounts for NonProfit Organizations Mary-Lou Heighes, Compliance Plus, Inc.
12/04/2014 Traditional & Roth IRA Reporting Responsibilities: Requirements, Issues & Answers Frank J. LaLoggia, LaLoggia Consulting, Inc.
12/09/2014 Real Estate Lending Series: Residential Appraisal Review Heidi Lee, Appraisal Review & Consultation
12/10/2014 Self-Examination for Fair Lending Compliance Bill Elliott, Young & Associates, Inc.
12/11/2014 Director Series: What Can We Learn from Failed Credit Unions? Dhaval Patel, Moss Adams
12/16/2014 Denied Loan Requirements: Consumer, Commercial & Residential Ann Brode, Brode Consulting Services, Inc.
12/17/2014 Advertising Compliance: Website, Print, TV & Radio Elizabeth Fast, Spencer Fane Britt & Browne LLP
12/18/2014 eBanking Incident Response: Do You Have a Plan if a Member is a Cybercrime Victim? Tom Garcia, InfoSight, Inc.