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 - 2015

Credit unions who order an entire series of webinars will get one of the webinars in the series free. There are 7 series offered in 2015. Each series consists of 6 webinars.

Advanced ACH Specialist Series:

02/26/2015 Setting & Monitoring Effective ACH Exposure Limits
  Luann S. Kohlmann, PAR/WACHA
   
05/20/2015 ACH Death Notification Entries (DNEs) & Reclamations: Your Credit Union's Liability
  Luann S. Kohlmann, PAR/WACHA
   
07/29/2015 Does Your Originator Agreement Meet NACHA Rule Requirements?
  Shelly Simpson, EPCOR
   
09/02/2015 Defining & Identifying Third-Party Senders: Risk, Liability & Audit Requirements
  Luann S. Kohlmann, PAR/WACHA
   
10/20/2015 Understanding & Navigating ACH Rules for ODFIs
  Shelly Simpson, EPCOR
   
12/03/2015 Reg E Error Resolution Rules Versus NACHA Operating Rules: Obligations, Consumer Disputes & Case Studies
  Luann S. Kohlmann, PAR/WACHA

Learn More

BSA Compliance Series:

02/18/2015 New BSA Officer Training
  Bill Elliott, Young & Associates, Inc.
   
04/30/2015 Updating Your Credit Union's BSA/AML/OFAC Risk Assessment
  Bill Elliott, Young & Associates, Inc.
   
06/09/2015 BSA Officer Reports to the Board
  Ann Borde-Harner, Brode Consulting Services, Inc.
   
08/18/2015 How to Redesign Your BSA Program to Impact Your Bottom Line
  Adam Witmer, Young & Associates, Inc.
   
10/15/2015 Identifying, Reporting & Monitoring Suspicious Activity
  Angela Lucas, Brode Consulting Services, Inc.
   
12/09/2015 BSA Special Risks: Policy, Law Enforcement & Regulator Issues
  Susan Costonis, Compliance Consulting and Training for Financial Institutions

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Director Series:

01/22/2015 Credit Union Bylaws: Understanding & Assessing Your Governance Documents
  David A. Reed, Reed & Jolly, PLLC
   
03/26/2015 Evaluating Your Board & CEO
  Tim Harrington, TEAM Resources
   
05/05/2015 Strategic Planning Best Practices for the Board & Senior Management
  Celeste Cook, CU Strategies LLC
   
07/15/2015 Understanding the Board's Role in Cyber Security Risk
  David A. Reed, Reed & Jolly, PLLC
   
09/17/2015 UDAAP for the Board & Senior Management
  Susan Costonis, Compliance Consulting and Training for Financial Institutions
   
11/04/2015 Interest Rate Risk Policies, Considerations & Consequences: What Directors Should Know
  Gary J. Young, Young & Associates, Inc.

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HR Series:

01/28/2015 Interviewing Techniques & Best Practices: Hiring Right the First Time
  Diane Reed, CU Doctor
   
03/19/2015 Performance Management: A Seasoned Supervisor's Guide
  Diane Reed, CU Doctor
   
04/21/2015 Monitoring Employee Work-Related & Personal Social Media: Should We? How? Is it Legal?
  Nancy Flynn, The ePolicy Institute™
   
05/19/2015 You're the New HR Officer, Now What?
  Kay Robinson, Robinson HR Consulting
   
08/27/2015 Essential Recordkeeping from Hiring to Firing
  Kay Robinson, Robinson HR Consulting
   
09/09/2015 HR Danger Zones: Regulations, Requirements & Best Practices to Keep You Out of Trouble
  Kay Robinson, Robinson HR Consulting

Learn More

IRA Series:

01/14/2015 IRA & HSA Update 2014-2015 Tax Years
  Frank J. LaLoggia, LaLoggia Consulting, Inc.
   
03/04/2015 Traditional & Roth IRA Fundamentals & Compliance Considerations
  Frank J. LaLoggia, LaLoggia Consulting, Inc.
   
05/12/2015 IRA Death Distributions: Beneficiary Options & Tax Consequences
  Linda Kleibrink, Quick Training Solutions
   
06/23/2015 Processing IRA Rollovers & Transfers
  Frank J. LaLoggia, LaLoggia Consulting, Inc.
   
09/24/2015 Auditing IRAs Step-by-Step
  Linda Kleibrink, Quick Training Solutions
   
11/10/2015 IRA Reporting, Common Issues & Error Resolutions
  Frank J. LaLoggia, LaLoggia Consulting, Inc.

Learn More

New Accounts Series:

02/11/2015 Account Opening Due Diligence
  Angela Lucas, Brode Consulting Services, Inc.
   
04/02/2015 Opening Trust Accounts: Compliance, Documentation, Signing Authority & Deposit Insurance Issues
  Mary-Lou Heighes, Compliance Plus, Inc.
   
06/17/2015 Properly Handling Fiduciary Accounts: Authority, Ownership, Access & Liability
  Mary-Lou Heighes, Compliance Plus, Inc.
   
08/04/2015 Business Account Signature Cards & Resolutions: Entities, Authority & Documentation
  Mary-Lou Heighes, Compliance Plus, Inc.
   
10/22/2015 Opening Accounts for Minors: Ownership, Access & Transactions
  Mary-Lou Heighes, Compliance Plus, Inc.
   
12/16/2015 Opening Donation, Benevolent & Other Accounts for Nonprofit Organizations & Corporations
  Linda Kleibrink, Quick Training Solutions

Learn More

Required Compliance Series:

02/19/2015 Compliance Rules Lenders Must Know
  Susan Costonis, Compliance Consulting and Training for Financial Institutions
   
04/28/2015 Red Flags, Privacy & Ethical Considerations:  Know Your Compliance Responsibilities
  Angela Lucas, Brode Consulting Services, Inc.
   
07/07/2015 Compliance Regulations for the Frontline
  Mary-Lou Heighes, Compliance Plus, Inc.
   
09/29/2015 Compliance Regulations for Deposit Operations
  Mary-Lou Heighes, Compliance Plus, Inc.
   
11/12/2015 Regulatory Requirements for the Board & Senior Management
  Ann Brode-Harner, Brode Consulting Serivces, Inc.
   
12/15/2015 Robbery Prevention, Apprehension & Recovery
  Troy Evans, The Evans Group

Learn More