Webinars

Come learn with us and jump-start your success with interactive webinars featuring cutting-edge information from experienced facilitators that help you understand not only product details but how to achieve financial success, reduce your risks, and better serve your members.

Most webinar access is restricted to subscribers of the various product Resource Centers or to credit unions that endorse the specific featured products. If you need a UserID and password, please go to New User Registration. If you have a UserID and password, be sure you are subscribed to the appropriate Resource Center through Edit My Services.

Any questions? Visit How to Register for help with registration questions and contacts for each product area. Credit unions can access additional session offerings through the Protection Resource Center Webinars & Education and Lending Resource Center/Live Events pages.


February

Skills in Action - Confident Conversations: Addressing Concerns

2/27/2020 10:00AM, 1:00PM  (CT)
Looking for a quick and focused learning opportunity? This interactive, learner-driven session gives you the opportunity to take a deeper dive into Addressing Member Concerns. We will examine how to effectively address a member’s hesitation by focusing on the conversation and tools you can use to help your member see the value of the product. * Each month, January – March, we will center the workshop around a different member concern. Sign up for all 3! Registration is limited to 30. If the session is full, register to be placed on the Wait list.
Lending Resource Center/Live Events


March

Credit Insurance: Product Essentials

3/4/2020 8:00AM,10:00AM (CT)
This course focuses on the foundations of Credit Life and Credit Disability. You will learn what Credit Insurance is, what it does and what value it provides to your members. If you can't make the session, register anyway and we'll send you the recording!
Lending Resource Center/Live Events

Tough Conversations

3/10/2020 1:00 PM (CT)
As a coach, you can often find yourself faced with a tough conversation. How you handle these conversations will ultimately impact employee performance. Implement a proven model that will both change employee behavior and maintain a good working relationship.
Lending Resource Center/Live Events

Debt Protection: Product Essentials

3/11/2020 8:00AM,10:00AM (CT)
This course focuses on the foundations of Debt Protection. You will learn what Debt Protection is, what it does and what value it provides to your members. If you can't make the session, register anyway and we'll send you the recording!
Lending Resource Center/Live Events

ID Your Coaching Style

3/12/2020 8:00 AM (CT)
It's more than being tactical and technical. Leadership and coaching takes certain people skills and awareness about yourself and those around you. This sessions allows you to identify and reflect on how well your go-to style works, and learn the different effective styles to motivate individuals and their unique personalities.
Lending Resource Center/Live Events

Member Focused Conversations: Guide with Confidence, Part 1

3/17/2020 8:00 AM, 10:00 AM, & 1:00 PM (CT)
Your members expect to be educated and guided through each step of their financial journey. There is no way to tell when an unexpected life event may occur, and it can have an immediate impact on their financial well-being. In Part 1, we’ll play The Money Game which allows you to see the impact of a disability or death on a member and their family and the difficult decisions they may need to make during an already tough time.
Lending Resource Center/Live Events

Member Focused Conversations: Guide with Confidence, Part 2

3/18/2020 8:00 AM, 10:00 AM, & 1:00 PM (CT)
Go the extra mile. Member Focused Conversations, Part 2 focuses on using consultative questions and breaking down each part of a conversational process. It’s all about using the process consistently to provide your members with a customized, needs-based solution. Be committed to being your members' trusted financial consultant. If you don't take the opportunity to guide your members, they will look elsewhere for the guidance they need.*
Lending Resource Center/Live Events

Balancing Security & Convenience in the Digital Lending Landscape

3/18/2020 1:00PM (CT)
Digital technology is transforming lending programs and process by providing credit union members with simplicity, efficiency, and transparency. However, digital lenders are ripe to be targeted by fraudsters if there is weak fraud prevention and minimal transaction security.
Protection Resource Center Webinars & Education

Member Focused Conversations: Guide with Confidence, Part 3

3/19/2020 8:00 AM, 10:00 AM, & 1:00 PM (CT)
Part 3 of Member Focused Conversations takes the consultative conversation to a new level. In this session, we focus on personalizing benefits to the member and their unique situation. We will go beyond a generic benefit to pursue a richer more personalized benefit to the member. This will ensure your members see the value and why payment protection is so important. . .to them! Go the extra mile.*
Lending Resource Center/Live Events

Addressing Concerns: Close the Case

3/26/2020 8:00 AM, 10:00 AM, & 1:00 PM (CT)
What if the member asks a question or raises a concern? Don't let this question stop you any longer from educating your members on payment protection. Confidently address four common member questions and concerns related to payment protection.*
Lending Resource Center/Live Events

Skills in Action - Confident Conversations: Addressing Concerns

3/31/2020 10:00 AM & 1:00 PM (CT)
Looking for a quick and focused learning opportunity? This interactive, learner-driven session gives you the opportunity to take a deeper dive into Addressing Member Concerns. We will examine how to effectively address a member’s hesitation by focusing on the conversation and tools you can use to help your member see the value of the product. * Each month, January – March, we will center the workshop around a different member concern. Sign up for all 3! Registration is limited to 30
Lending Resource Center/Live Events


April

Skills in Action - Coaching Conversations: Performance Coaching

4/2/2020 10:00 AM & 1:00 PM (CT)
Geared for busy managers and coaches, this 30-minute workshop provides a hands-on approach when trying to uncover the root cause of your employee’s performance. This interactive session, driven by you, the coach, gives you the opportunity to learn and apply strategies, including asking the right questions, to uncover the issue and reach a mutual solution. Registration is limited to 30.
Lending Resource Center/Live Events

Skills in Action - Confident Conversations: Member Education Tools

4/7/2020 8:00 AM & 10:00 AM (CT)
How can you proactively use a Member Education tool within your conversation? You've successfully established expectations, asked for an affordable payment, asked consultative questions and received the second commitment to the payment. Now you're ready to present the loan package. This interactive, learner-driven session gives you the opportunity to learn how to proactively position member education tools during the conversation to help your member see the value of what you're offering.* Registration is limited to 30.
Lending Resource Center/Live Events

Tough Conversations

4/9/2020 8:00 AM (CT)
As a coach, you can often find yourself faced with a tough conversation. How you handle these conversations will ultimately impact employee performance. Implement a proven model that will both change employee behavior and maintain a good working relationship.
Lending Resource Center/Live Events

Performance Coaching

4/14/2020 1:00 PM (CT)
Ever wonder why your employees are performing below expectations? Analyze the situation to close the performance gap and identify solutions to positively impact behavior.
Lending Resource Center/Live Events

Office Hours – Payments / Deposits

4/15/2020 1:00PM (CT)
Join our Risk Consultants and your credit union peers to ask questions regarding the latest risks, loss trends, and mitigation tips in the payments and deposits landscape.
Protection Resource Center Webinars & Education

Member Focused Conversations: Guide with Confidence, Part 1

4/21/2020 8:00 AM, 10:00 AM, & 1:00 PM (CT)
Your members expect to be educated and guided through each step of their financial journey. There is no way to tell when an unexpected life event may occur, and it can have an immediate impact on their financial well-being. In Part 1, we’ll play The Money Game which allows you to see the impact of a disability or death on a member and their family and the difficult decisions they may need to make during an already tough time.
Lending Resource Center/Live Events

Member Focused Conversations: Guide with Confidence, Part 2

4/22/2020 8:00 AM, 10:00 AM, & 1:00 PM (CT)
Go the extra mile. Member Focused Conversations, Part 2 focuses on using consultative questions and breaking down each part of a conversational process. It’s all about using the process consistently to provide your members with a customized, needs-based solution. Be committed to being your members' trusted financial consultant. If you don't take the opportunity to guide your members, they will look elsewhere for the guidance they need.*
Lending Resource Center/Live Events

Member Focused Conversations: Guide with Confidence, Part 3

4/23/2020 8:00 AM, 10:00 AM, & 1:00 PM (CT)
Part 3 of Member Focused Conversations takes the consultative conversation to a new level. In this session, we focus on personalizing benefits to the member and their unique situation. We will go beyond a generic benefit to pursue a richer more personalized benefit to the member. This will ensure your members see the value and why payment protection is so important. . .to them! Go the extra mile.*
Lending Resource Center/Live Events

Skills in Action - Coaching Conversations: Coaching in the Moment

4/28/2020 10:00 AM & 1:00 PM (CT)
Don't wait for the end of the week or month for a formal coaching conversation to take place. Coach in real time and see quicker results. Geared for busy managers and coaches, this 30-minute workshop provides a hands-on approach to reflect and practice on-the-spot and on-going coaching techniques to motivate high and low performers to succeed. Registration is limited to 30.
Lending Resource Center/Live Events

Addressing Concerns: Close the Case

4/30/2020 8:00 AM, 10:00 AM, & 1:00 PM (CT)
What if the member asks a question or raises a concern? Don't let this question stop you any longer from educating your members on payment protection. Confidently address four common member questions and concerns related to payment protection.*
Lending Resource Center/Live Events


May

ID Your Coaching Style

5/7/2020 8:00 AM (CT)
It's more than being tactical and technical. Leadership and coaching takes certain people skills and awareness about yourself and those around you. This sessions allows you to identify and reflect on how well your go-to style works, and learn the different effective styles to motivate individuals and their unique personalities.
Lending Resource Center/Live Events

Member Focused Conversations: Guide with Confidence, Part 1

5/12/2020 8:00 AM, 10:00 AM, & 1:00 PM (CT)
Your members expect to be educated and guided through each step of their financial journey. There is no way to tell when an unexpected life event may occur, and it can have an immediate impact on their financial well-being. In Part 1, we’ll play The Money Game which allows you to see the impact of a disability or death on a member and their family and the difficult decisions they may need to make during an already tough time.
Lending Resource Center/Live Events

Member Focused Conversations: Guide with Confidence, Part 2

5/13/2020 8:00 AM, 10:00 AM, & 1:00 PM (CT)
Go the extra mile. Member Focused Conversations, Part 2 focuses on using consultative questions and breaking down each part of a conversational process. It’s all about using the process consistently to provide your members with a customized, needs-based solution. Be committed to being your members' trusted financial consultant. If you don't take the opportunity to guide your members, they will look elsewhere for the guidance they need.*
Lending Resource Center/Live Events

Employee Safety & the Workplace of Tomorrow

5/13/2020 1:00PM (CT)
Workplace injuries cost businesses billions of dollars each year. You’re either prepared or unprepared and that’s something that needs to be prioritized. A focus on workplace safety demonstrates your commitment to keeping your employees safe, secure, and even helping them be more productive and happier at work. Whether it’s slips, trips, & falls; ergonomics; or active assailant events make sure you’ve planned accordingly.
Protection Resource Centers/Live Events

Member Focused Conversations: Guide with Confidence, Part 3

5/14/2020 8:00 AM, 10:00 AM, & 1:00 PM (CT)
Part 3 of Member Focused Conversations takes the consultative conversation to a new level. In this session, we focus on personalizing benefits to the member and their unique situation. We will go beyond a generic benefit to pursue a richer more personalized benefit to the member. This will ensure your members see the value and why payment protection is so important. . .to them! Go the extra mile.*
Lending Resource Center/Live Events

Skills in Action - Confident Conversations: Member Education Tools

5/19/2020 8:00 AM & 10:00 AM (CT)
How can you proactively use a Member Education tool within your conversation? You've successfully established expectations, asked for an affordable payment, asked consultative questions and received the second commitment to the payment. Now you're ready to present the loan package. This interactive, learner-driven session gives you the opportunity to learn how to proactively position member education tools during the conversation to help your member see the value of what you're offering.* Registration is limited to 30.
Lending Resource Center/Live Events

Skills in Action - Confident Conversations: Coaching in the Moment

5/20/2020 8:00 AM & 10:00 AM (CT)
Don't wait for the end of the week or month for a formal coaching conversation to take place. Coach in real time and see quicker results. Geared for busy managers and coaches, this 30-minute workshop provides a hands-on approach to reflect and practice on-the-spot and on-going coaching techniques to motivate high and low performers to succeed.
Lending Resource Center/Live Events

Addressing Concerns: Close the Case

5/21/2020 10:00 AM, 1:00 PM, & 1:00 PM (CT)
What if the member asks a question or raises a concern? Don't let this question stop you any longer from educating your members on payment protection. Confidently address four common member questions and concerns related to payment protection.*
Lending Resource Center/Live Events


June

Best Practices for a Compliant Collections Program

6/17/2020 1:00PM (CT)
You’ve verified the member, properly determined their credit eligibility and confirmed the ability to repay. However, when the ability to repay turns into a collection effort, you may find out you’re not as ready as you thought. Join us to learn how to build collection strategies around your members while staying compliant.
Protection Resource Centers/Live Events


July

Data Regulations & Consumer Protection

7/15/2020 1:00PM (CT)
Cybersecurity governance and consumer protection are dynamic risk areas that you need to adapt and adjust priorities accordingly. In fact, increased legislation can create challenges for credit unions as they may be responsible for complying with data regulations from multiple jurisdictions and multiple regulators.
Protection Resource Centers/Live Events


August

Office Hours – Operations

8/12/2020 1:00PM (CT)
Join our Risk Consultants and your credit union peers to ask questions regarding the latest risks, loss trends, and mitigation tips in your day-to-day operations, security, and employee efforts.
Protection Resource Centers/Live Events


September

Growing Your Loan Portfolio Safely

9/16/2020 1:00PM (CT)
Lending is the backbone of most credit unions. In today’s uncertain regulatory landscape keeping pace with compliance updates isn’t easy but is critical in mitigating risks and growing your loan portfolio safely. Learn key insights and tips to minimize your exposure while optimizing loan growth.
Protection Resource Centers/Live Events


October

Evaluating Contract Risks & Third-Party Risk Management

10/14/2020 1:00PM (CT)
Contract review, negotiation, and third-party due diligence is a crucial risk management task. A lack of risk management input should never be the reason to accept poor contractual terms or vendor management conditions. Join us as we discuss “mandatory”, “nice to have” and “heightened risk” contract provisions.
Protection Resource Centers/Live Events


November

Office Hours – Lending

11/18/2020 1:00PM (CT)
Join our Risk Consultants and your credit union peers to ask questions regarding the latest risks, loss trends, and mitigation tips in the lending landscape.
Protection Resource Centers/Live Events


*In order to attend this webinar your credit union must 1) offer Debt Protection or 2) be licensed to offer Credit Insurance or be in a state that doesn’t require licensing. (If your credit union participates in the Lender Development Program, you meet the requirements to attend these sessions.)

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Connecting with Digital Natives:

Insights into your next generation of members