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webinars, schedule, online training tools, credit union employee education

Schedule intro text

Schedule intro text

We're delivering more Webinar sessions than ever before - including live and pre-recorded sessions that can be used when your schedule permits!  These webinars are designed for decision-makers and key staff.

To access Payment Protection education and training, visit the Lending Resource Center. Your 24/7 resource for lending business tools. Learn more about the resource center, how to access it, or how to help your staff access it.

LOANLINER, Regulation Z, Reg Z, schedule, training, discovery, 55+, webinar, recapture loans, grow loans

Lending Upcoming Webinars content

Lending Upcoming Webinars

Lending Upcoming Webinars

Registration sign in is required for Webinar attendance.  Access is through Credit Union Training in the Lending Resource Center. Need help with sign in?

LOANLINER® Deposit: Account Opening Documents & Disclosures
Learn how to explain the LOANLINER® documents and disclosures needed to establish or change member accounts and services. Develop the skills to complete LOANLINER® account opening documents and understand disclosures. Learn how to identify MEMBER’S CHOICE™  product cross-sell opportunities.  Sign In to Register

Date Time (CT) Date Time (CT)

June 2
June 15
June 23
July 13
July 22
July 28

10:00 a.m.
2:00 p.m.
9:00 a.m.
1:00 p.m.
9:00 a.m.
2:00 p.m.

August 3
August 11
August 26
September 1
September 14
September 22

9:00 a.m.
2:00 p.m.
2:00 p.m.
9:00 a.m.
3:00 p.m.
9:00 a.m.

LOANLINER® Deposit: Special Account Relationships
Learn how to define Special Account Relationships and identify the associated documents and disclosures needed. Learn how to describe the difference between ownership of accounts and access to accounts and explain how Special Account Relationships are established and maintained. Accounts covered in the course involve a fiduciary responsibility and include Uniform Transfers to Minors Act, Representative Payee, Power of Attorney, Guardians & Conservator, Executor, Clubs/Associations and Living Trust.  Sign In to Register

Date Time (CT) Date Time (CT)

June 3
June 16
June 22
July 14
July 21
July 27

9:00 a.m
2:00 p.m.
2:00 p.m.
11:00 a.m.
2:00 p.m.
9:00 a.m.

August 12
August 18
August 24
September 2
September 15
September 21

11:00 a.m.
11:00 a.m.
2:00 p.m.
9:00 a.m.
2:00 p.m.
9:00 a.m.

LOANLINER® Consumer Lending: Home Equity Line of Credit Concepts & Documents
Learn how to explain home equity concepts to members. Develop the skills to complete each LOANLINER® Open-Ended Home Equity document.  Sign In to Register

Date Time (CT) Date Time (CT)

July 7
July 20
August 4

11:00 a.m.  
3:00 p.m.
2:00 p.m.

August 19           
September 9
September 29

9:00 a.m.    
9:00 a.m.
2:00 p.m.

LOANLINER® Consumer Lending:  Open-End Lending Concepts
Learn about Multi-Featured, Open-End Lending—from features and benefits to what documents to use during the open-end lending process. This course will incorporate the rule changes with Regulation Z and is a prerequisite to “LOANLINER® Consumer Lending: Open-End Documents”.  Sign in to Register

Date Time (CT) Date Time (CT)
June 2
June 10
June 15
June 30
July 8
July 13
July 21
July 27

1:00 p.m.
11:00 a.m.
9:00 a.m.
11:00 a.m.
9:00 a.m.
3:00 p.m.
9:00 a.m.
2:00 p.m.

August 4
August 12
August 17
August 25
September 1
September 9
September 14
September 30

9:00 a.m.
9:00 a.m.
1:00 p.m.
2:00 p.m.
11:00 a.m.
11:00 a.m.
9:00 a.m.
9:00 a.m.

LOANLINER® Consumer Lending:  Open-End Lending Documents
Learn about Multi-Featured, Open-End Lending, including key issues, compliance requirements, and terminology.  Get the skills to know how and when to confidently use the LOANLINER® document systems and what each document means.  This course will incorporate the rule changes with Regulation Z.  Sign in to Register

Date Time (CT) Date Time (CT)

June 2
June 8
June 17
June 29
July 7
July 14
July 21
July 27

3:00 p.m.
10:00 a.m.
9:00 a.m.
9:00 a.m.
11:00 a.m.
3:00 p.m.
9:00 a.m.
2:00 p.m.

August 3
August 11
August 18
August 24
September 9
September 16
September 22
September 28

2:00 p.m.
11:00 a.m.
2:00 p.m.
11:00 a.m.
2:00 p.m.
9:00 a.m.
11:00 a.m.
9:00 a.m.

LOANLINER® Consumer Lending:  Closed-End Lending Documents
Learn how to explain the LOANLINER® documents and disclosures needed to established a Closed-End loan.  After attending this session, you will be able to identify documents used for completing Closed-End loans and complying with the regulations around Closed-End Lending.  You will also be better equipped to explain the disclosures to your members.  Sign in to Register

Date Time (CT) Date Time (CT)

June 9   
June 15
June 24
July 8
July 15
July 20
July 28
August 5

2:00 p.m.
10:00 a.m
9:00 a.m.
2:00 p.m.
2:00 p.m.
1:00 p.m.
11:00 a.m.
2:00 p.m.

August 10
August 19
August 25        
August 31         
September 8
September 16
September 23
September 28

9:00 a.m.
11:00 a.m. 
9:00 a.m.
2:00 p.m.
2:00 p.m.
11:00 a.m.
9:00 a.m.
2:00 p.m.

LOANLINER®: Credit Card Lending New Regulatory Requirements - Session 2
(July 1, 2010 and August 22, 2010 Requirements)
Learn about the new requirements for credit card lending due to the enactment of the Credit CARD Act of 2009 and amendments to Regulation Z and Regulation AA, otherwise known as UDAP.  This session will focus on the requirements for credit cards taking effect on July 1, 2010 and August 22, 2010.  After attending this informative session, you will be better equipped with the knowledge and tools necessary to assess your credit card lending processes, products, and procedures and make informed decision regarding operations at your credit union.  Sign in to Register

Date Time (CT) Date Time (CT)

June 8
June 17
July 15

2:00 p.m.
11:00 a.m.
11:00 a.m.

July 27              
August 5 

11:00 a.m.
9:00 a.m.

Auto Loan Recapture & Next Car Purchase - Grow Loans Even in a Challenging Market
The Auto Loan Recapture program is a proven and powerful direct mail marketing program that brings back members who have financed vehicles elsewhere. With Auto Loan Recapture and the Next Car Purchase program you can increase your auto loan portfolio by recapturing lost auto loans as well as acquiring new loans from your members looking to purchase a vehicle. These programs help credit unions fight back against the competition and grow loans even in a challenging market. Register now

 Date Time (CT) Date  Time (CT) 
August 31 2:00 - 2:30  p.m.           October 12         2:00 - 2:30  p.m.      
December 7 2:00 - 2:30  p.m.     

Mortgage Recapture & 1st Time Home Buyers - Increase Your Share of the Mortgage Market
A strategic approach to mortgage marketing can help you grow loans, control risk and develop member relationships with arguably the greatest potential to achieve Primary Financial Institution status!  Attend this webinar and learn how to refinance members with high mortgage rates, rescue members from precarious ARMs, and make dreams come true for 1st Time Home Buyers. Call 800.356.2644 x2221 for additional information on this program.

Home Equity Recapture & Home Equity Acquisition - Grow & Diversify Your Loan Portfolio
The Home Equity Recapture program identifies creditworthy members with home equity loans or lines financed elsewhere and brings them back to the credit union where they can experience the credit union advantage.  The Home Equity Acquisition program targets creditworthy members with a first mortgage loan financed elsewhere and pre-qualifies them for a home equity loan or line at your credit union.  These programs help credit unions fight back against the competition in a highly competitive market and help diversify your loan portfolios and control risk.  Call 800.356.2644 x2221 for additional information on this program.

Potential Member Campaigns  - Grow Loans & Membership
Is your credit union interested in expanding membership and achieving greater penetration in the markets you serve?  Reach out and discover your potential by targeting new creditworthy members.  Learn how Loan Generation Marketing programs can help drive new members into your credit union where they can experience the credit union difference!  Call 800.356.2644 x2221 for additional information on this program. 

Loan Generation Marketing Package Plans - A Comprehensive Strategy
Do your loan goals include:  growing loan volume...increasing share of wallet....retaining and expanding membership...growing credit union assets?   CUNA Mutual's Loan Generation Marketing programs can help you achieve your objectives. Overall success is usually not the result of a single strategy.  It takes a combination of strategies to form a comprehensive plan. Learn how target marketing using credit prescreens can help grow loans and control risk in all major loan categories including auto loans, real estate secured loans, and unsecured loans. Register now

 Date Time (CT)  Date Time (CT) 
August 10 2:00 - 2:30 p.m.   October 26     2:00 - 2:30 p.m. 

Credit Card & Personal Loans - Growing Unsecured Loans
You are invited to attend a webinar introducing you to the Credit Card Acquisition and Personal Loan Acquisition programs available through Loan Generation Marketing. These turnkey programs offer a complete direct mail campaign from prescreening to creative and copy writing and mailing, all designed to help your credit union effectively and efficiently build awareness and generate more credit card and personal loan activity.  Register now

Date Time (CT)  Date  Time (CT)
August 3 2:00 - 2:30 p.m.   September 7  2:00 - 2:30 p.m. 

navigating, discovery, webinar, economic, recovery, colby

Employee Benefits Education Upcoming Webinars

Employee Benefits Upcoming Webinars

2010 Plan Administrator Webinar Series

  • Mid-Year Investment & Economic Update - Wednesday, July 14
  • Benefits For You Website Updates* - Wednesday, August 18
  • Target Date Accounts: A New Way to Address the Retirement Security Challenge - Wednesday, October 27
  • Defined Benefit Plans* - Wednesday, December 1

*Available to current customers only. 
The Benefits For You webinar does not apply to customers with Trustee Defined Contribution or Defined Benefit (RPP) plans.

REGISTER

webinar, seminar, risk, management, education, schedule, training

Education Insurance Protection Upcoming Webinars

Insurance/Protection Upcoming Webinars

Credit Union Protection

Registration sign in is required for webinar attendance.  Access Credit Union Protection webinars through the Protection Resource CenterNeed help with sign in?

2010 Credit Union Protection Webinar Schedule
2010 Quarter 2 Credit Union Training Open Webinar Schedule
2010 Quarter 3 Credit Union Training Open Webinar Schedule

All webinar times are Central Time unless otherwise noted in the registration.

GAP, MRC and Credit Insurance

Registration sign in is required for Webinar attendance.  Access is through Credit Union Training in the Lending Resource Center. Need help with sign in?

MEMBER’S CHOICE™ Guaranteed Asset Protection (GAP)
Build lender confidence, product knowledge, and skills necessary to uncover members’ financial needs related Guaranteed Asset Protection. Learn about product features, plan benefits, product exclusions, and member enrollment process. Sign In to Register

Date Time (CT) Date Time (CT)

June 8
June 16
June 29
July 7
July 14
July 20

9:00 a.m.
11:00 a.m.     
2:00 p.m.
2:00 p.m.
9:00 a.m.
9:00 a.m.

August 3
August 12
August 24
September 2
September 15
September 30

11:00 a.m.
2:00 p.m.
9:00 a.m.
11:00 a.m.
11:00 a.m.
2:00 p.m.

MEMBER’S CHOICE™ Guaranteed Asset Protection (GAP) -- New York
NOTICE:  This webinar is for New York credit unions only.
Build lender confidence, product knowledge, and skills necessary to uncover members’ financial needs related Guaranteed Asset Protection. Learn about product features, plan benefits, product exclusions, and member enrollment process exclusive to the state of New York only.  Sign In to Register

Date Time (CT) Date Time (CT)

June 23            
July 28  

2:00 p.m                        
9:00 a.m.               

 

 

August 25                         
September 22

11:00 a.m.             
2:00 p.m.     

MEMBER’S CHOICE Mechanical Repair Coverage
Build lender confidence, product knowledge, and skills necessary to uncover members’ financial needs related to Mechanical Repair Coverage. Learn about product features, plan benefits, product exclusions, and member enrollment process. Sign In to Register

Date Time (CT) Date Time (CT)

June 9
June 24  
July 13
July 22

9:00 a.m.      
2:00 p.m.       
9:00 a.m.
11:00 a.m.

August 4
August 19
September 8
September 23

11:00 a.m.
2:00 p.m.
9:00 a.m.
2:00 p.m.

MEMBER’S CHOICE™  Credit Life and Credit Disability Insurance
Build lender confidence, product knowledge, and skills necessary to uncover members’ financial needs related to credit insurance coverage. Learn about product features, plan benefits, product exclusions, and member enrollment process. Sign In to Register

Date Time (CT) Date Time (CT)

June 9     
June 17
June 22
June 30
July 8
July 14
July 21
July 29

1:00 pm.
2:00 p.m.
11:00 a.m.
2:00 p.m.      
9:00 a.m.
3:00 p.m.
11:00 a.m.
9:00 a.m.

August 5
August 11
August 17
August 26
September 8
September 16
September 21
September 29

11:00 a.m.
9:00 a.m.
3:00 p.m.
9:00 a.m.
11:00 a.m.
2:00 p.m.
2:00 p.m.
9:00 a.m.

Advanced Sales Skills Knowledge (ASSK)     
Go beyond basic product knowledge and learn skills that will help your staff sell payment protection products--Credit Insurance, GAP, MRC and Debt Protection--and identify cross-selling opportunities. Your staff will also learn how to uncover member financial needs and confidently overcome member objections and concerns - asking for the sale that's right for the member. The Members Credit Life and Credit Disability course is recommended as a prerequisite for credit unions offering credit insurance. Sign In to Register

Date Time (CT) Date Time (CT)

June 3      
June 16
July 15
July 29

2:00 p.m.       
9:00 a.m.
9:00 a.m.     
2:00 p.m.

August 10
August 18          
September 15
September 23

11:00 a.m.
9:00 a.m.
9:00 a.m.
11:00 a.m.

MemberCONNECT Training

Education MemberCONNECT Upcoming Webinars

MemberCONNECT® Upcoming Webinars

Registration sign in is required for Webinar attendance.  Access is through the MemberCONNECT Resource CenterNeed help with sign in? 

MemberCONNECT
Learn about the MemberCONNECT Direct Insurance Program* and the products and services offered to members. Develop the skills to make sure your members know about the products available to them through MemberCONNECT.  Sign In to Register

Date Time (CT) Date Time (CT)

April 13

11:00 a.m.

May 11
June 10
9:00 a.m.
2:00 p.m.

* MemberCONNECT offers life & accident insurance through CUNA Mutual Insurance Society and Auto & Home insurance through Liberty Mutual.  These insurance products are not deposits and are not federally insured or guaranteed by credit unions.

CORP-0709-F362
06/01/10

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As a CUNA Mutual policy holder, you have access to online services that help run your business efficiently.
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