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.


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 (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 (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 (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: Follow Up to Online Applications

5/19/2020 8:00 AM & 10:00 AM (CT)
Members have always applied for loans online, but in today’s new world, it’s happening more than ever. Join us for this very interactive, learner-driven session. The workshop gives you the opportunity to learn how to more effectively and authentically follow up with your member after receiving the application, continue the conversation and assist them with their needs today and into the future.
Lending Resource Center/Live Events

Skills in Action - Coaching 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 (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

The New “How are you?” Part 1 – Changed Expectations

6/2/2020 10:00 AM (CT)
Your members need you to ask questions differently and genuinely listen, so you can truly help them with their financial needs and well-being. The New “How are you?” three-part learning series is designed for credit union front-line staff. Part 1 focuses on how experiences and expectations have changed, how it’s shaping the future, and what you can do to meet your member’s expectations in this ever-changing environment. Be sure to register for all three parts.
Lending Resource Center/Live Events

The New “How are you?” Part 2 – Emerging Opportunities

6/9/2020 10:00 AM (CT)
Part 2 of the The New “How are you?” learning series focuses on the changes and challenges credit unions and members are faced with in our new world, while recognizing the many emerging opportunities you can put into action, helping to continually assist your members with their financial needs and well-being. Be sure to register for all three parts.
Lending Resource Center/Live Events

Skills in Action - Confident Conversations: Follow Up to Online Applications

6/10/2020 10:00 AM (CT)
Members have always applied for loans online, but in today’s new world, it’s happening more than ever. Join us for this very interactive, learner-driven session. The workshop gives you the opportunity to learn how to more effectively and authentically follow up with your member after receiving the application, continue the conversation and assist them with their needs today and into the future.
Lending Resource Center/Live Events

ID Your Coaching Style

6/11/2020 10:00 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 session 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

The New “How are you?” Part 3 – Purposeful Questions

6/16/2020 10:00 AM (CT)
Part 3 of the The New “How are you?” learning series will challenge you on the types questions you ask and how you can reach your members on a different level. We’ll dive into how you can ask more purposeful questions by going beyond ‘how are you?’ to build trust so your members feel comfortable to share their challenges and needs. Be sure to register for all three parts.
Lending Resource Center/Live Events

Member Focused Conversations: Guide with Confidence, Part 1

6/16/2020 1:00PM (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

6/17/2020 1:00PM (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

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

Member Focused Conversations: Guide with Confidence, Part 3

6/18/2020 1:00PM (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 

6/24/2020 10:00AM (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

6/25/2020 8:00AM & 10:00AM (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


July

Skills in Action - Confident Conversations: Follow Up to Online Applications

7/7/2020 10:00 AM (CT)
Members have always applied for loans online, but in today’s new world, it’s happening more than ever. Join us for this very interactive, learner-driven session. The workshop gives you the opportunity to learn how to more effectively and authentically follow up with your member after receiving the application, continue the conversation and assist them with their needs today and into the future.
Lending Resource Center/Live Events

Member Focused Conversations: Guide with Confidence, Part 1

7/14/2020 10:00AM (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

7/15/2020 10:00AM (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

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

Member Focused Conversations: Guide with Confidence, Part 3

7/16/2020 10:00AM (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: Adapt Your Coaching Style

7/22/2020 10:00AM (CT)
Each opportunity to coach requires a certain approach; a certain style to be most effective. After identifying your coaching style, we'll walk through a scenario and determine the style best fit to most effectively motivate the individual and their unique personality. Geared for busy managers and coaches, this 30-minute workshop provides a hands-on approach to reflect and practice how to flex your style to see the best results.
Lending Resource Center/Live Events

Addressing Concerns: Close the Case

7/23/2020 10:00AM (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


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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