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.


November 2018

Addressing Concerns: Close the Case

11/29/2018 10:00 AM (CST)
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


December 2018

Risk & Compliance Office Hours – Emerging Risks

12/5/2018 1:00 PM (CST)
This is your opportunity to ASK anything…well, within reason! We'll briefly cover some latest trends and we’ll devote 60-90 minutes for your questions - live! Join us and ask our experienced consultants your most burning risk & compliance questions related to the office hours topics. We’ll do our best to ensure you’re ready by addressing those lingering questions keeping you awake at night!
Protection Resource Center Webinars & Education


January

Effective FeedForward

1/8/2019 3:00 PM (CST)
Do you enjoy giving or receiving feedback? Many people feel feedback is reactionary and negative. Revolutionize the way you coach by providing specific, actionable comments that are focused on enhancing future opportunities.
Lending Resource Centers/Live Events

Performance Coaching

1/10/2019 8:00 AM (CST)
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 Centers/Live Events

Member Focused Conversations: Guide with Confidence, Part 1

1/15/2019 8:00 AM, 10:00 AM, & 3:00PM (CST)
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 Centers/Live Events

Member Focused Conversations: Guide with Confidence, Part 2

1/16/2019 8:00 AM, 10:00 AM, & 3:00PM (CST)
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 Centers/Live Events

Member Focused Conversations: Guide with Confidence, Part 3

1/17/2019 8:00 AM, 10:00 AM, & 3:00PM (CST)
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 Centers/Live Events

Addressing Concerns: Close the Case

1/24/2019 8:00 AM, 10:00 AM, & 3:00PM (CST)
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 Centers/Live Events


February

Tough Conversations

2/5/2019 3:00 PM (CST)
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 Centers/Live Events

Effective FeedForward

2/7/2019 8:00 AM (CST)
Do you enjoy giving or receiving feedback? Many people feel feedback is reactionary and negative. Revolutionize the way you coach by providing specific, actionable comments that are focused on enhancing future opportunities.
Lending Resource Centers/Live Events

Member Focused Conversations: Guide with Confidence, Part 1

2/12/2019 8:00 AM, 10:00 AM, & 3:00PM (CST)
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 Centers/Live Events

Member Focused Conversations: Guide with Confidence, Part 2

2/13/2019 8:00 AM, 10:00 AM, & 3:00PM (CST)
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 Centers/Live Events

Member Focused Conversations: Guide with Confidence, Part 3

2/14/2019 8:00 AM, 10:00 AM, & 3:00PM (CST)
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 Centers/Live Events

Addressing Concerns: Close the Case

2/21/2019 8:00 AM, 10:00 AM, & 3:00PM (CST)
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 Centers/Live Events

Loyal Lending, Part 1

2/26/2019 10:00 AM (CST)
Part 1 of Loyal Lending - Dig deeper. Learn more. Don't be an order-taker. Use the credit report and consultative questions to go beyond the initial loan request and find additional opportunities to help members reach their financial goals and improve their financial well-being. Be sure to register for Part 2.*
Lending Resource Centers/Live Events

Loyal Lending, Part 2

2/27/2019 10:00 AM (CST)
Part 2 of Loyal Lending - Dig deeper. Learn more. Don't be an order-taker. User the credit report and consultative questions to go beyond the initial loan request and find additional opportunities to help members reach their financial goals and improve their financial well-being. Be sure to register for Part 1 also if you haven't already.*
Lending Resource Centers/Live Events


March 2019

Performance Coaching

3/5/2019 3:00 PM (CST)
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

Tough Conversations

3/7/2019 8:00 AM (CST)
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

Member Focused Conversations: Guide with Confidence, Part 1

3/12/2019 8:00 AM, 10:00 AM, & 3:00 PM (CST)
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

3/13/2019 8:00 AM, 10:00 AM, & 3:00 PM (CST)
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

3/14/2019 8:00 AM, 10:00 AM, & 3:00 PM (CST)
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

3/21/2019 8:00 AM, 10:00 AM, & 3:00 PM (CST)
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


*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.)

  • Credit Union Protection
  • Convenience Economy
  • Due Diligence Center
  • Executive Benefits Resource Center
  • Insights & Trends
  • Lending Resource Center
  • Forms
  • Speaker Resources
  • Supplier Help
  • Technology Providers
  • TruStage Resource Center
  • Webinars
  •   How to Register
  •   Frequently Asked Questions