Education and Training
Additional Training, Education and Product Specific Webinar Schedules are available in the products’ Resource Centers! Access the Resource Centers through My Services.

Webinars

 
 
Part of CUNA Mutual Group’s commitment to your success, is enabling you with tools and resources needed to meet your unique challenges and needs.

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 to learn more and find helpful contacts for each product! Credit unions can access additional session offerings through Lending Resource Center/Live Events page.

Date Title Description Where to Register 
1/13/2016 1:00 PM (CT) Manage Your Now There aren't enough hours in the day. But what if there were? Give yourself the gift of time by prioritizing, delegating, or eliminating tasks.
Lending Resource Center/Live Events
1/14/2016 1:00 PM (CT) Auto Loan Recapture®, Universal Auto & Next Car Purchase: Recapture Loans And Target New Opportunities The Auto Loan Recapture program is a proven and powerful direct mail marketing program that brings back members who have financed vehicles elsewhere. With a Universal Auto Campaign (Auto Loan Recapture and the Next Car Purchase combined) you can increase your auto loan portfolio by recapturing lost auto loans in addition to acquiring new loans from members looking to purchase a vehicle. These programs help credit unions fight back against the competition.
WebEx Online Registration
1/20/2016 1:00 PM (CT) Member Conversations: Debt Protection Every member is different, therefore every member conversation is different. Use consultative questions, personalized benefit statements and customized tools to show your member the value your product or service recommendation can provide to them personally.
Lending Resource Center/Live Events
2/9/2016 1:00 PM (CT) 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.
WebEx Online Registration
2/10/2016 10:00 AM (CT) Member Conversations: Guaranteed Asset Protection Every member is different, therefore every member conversation is different. Use consultative questions, personalized benefit statements and customized tools to show your member the value your product or service recommendation can provide to them personally.
Lending Resource Center/Live Events
2/11/2016 11:00 AM (CT) Everyone Sells To many people, "sales" = "pushy." Eliminate that perception through the use of three key behaviors that keep the member at the heart of the sale.
Lending Resource Center/Live Events
2/17/2016 10:00 AM (CT) CU Safeguards for Today's Branches Armed robberies, active shooters, and extortion can be a day that your employees will never forget. Hear how your credit union can minimize the risk of these events through preparation, training, and evolving the branch of the future.
Credit Union Protection Resource Center
3/1/2016 1:00 PM (CT) Transfer of Learning If they don't use it, they lose it. Set your employees up for success and ensure immediate practice and application after a learning event to help your credit union achieve a greater return on your training investment.
Lending Resource Center/Live Events
3/8/2016 1:00 PM (CT) Auto Loan Recapture®, Universal Auto & Next Car Purchase: Recapture Loans And Target New Opportunities The Auto Loan Recapture program is a proven and powerful direct mail marketing program that brings back members who have financed vehicles elsewhere. With a Universal Auto Campaign (Auto Loan Recapture and the Next Car Purchase combined) you can increase your auto loan portfolio by recapturing lost auto loans in addition to acquiring new loans from members looking to purchase a vehicle. These programs help credit unions fight back against the competition.
WebEx Online Registration
3/22/2016 1:00 PM (CT) Member Conversations: Mechanical Repair Coverage Every member is different, therefore every member conversation is different. Use consultative questions, personalized benefit statements and customized tools to show your member the value your product or service recommendation can provide to them personally.
Lending Resource Center/Live Events
3/23/2016 1:00 PM (CT) Incident Planning - Protect Your Reputation Organizations are introducing data breach incident response plans, but relatively few have confidence in their effectiveness. Gain key insights into what cybersecurity incident plans should entail and how to be best prepared (what a plan should include, how to test it and the common deficiencies).
Credit Union Protection Resource Center
4/6/2016 1:00 PM (CT) Member Focused Conversations Every member is different, therefore every member conversation is different. Use consultative questions, personalized benefit statements and customized tools to show your member the value your product or service recommendation can provide to them personally. This session applies to DP, CI, GAP and MRC.
Lending Resource Center/Live Events
4/7/2016 1:00 PM (CT) Referrals Win the Game of LIFE Graduation. Marriage. Retirement. Divorce. Life happens. But it doesn't happen the same for everyone. Identify your member's current life stage, and ask purposeful questions in order to make referrals tailored to their unique situation.
Lending Resource Center/Live Events
4/12/2016 10:00 AM (CT) Member Focused Conversations: Guide with Confidence Members are looking for someone to provide them financial guidance. Go the extra mile. Use consultative questions to provide them with personalized solutions. Be committed to being their 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
4/12/2016 1:00 PM (CT) Grow 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 by acquiring the member’s home loan! Learn how to refinance members from high mortgage rates, help make dreams come true for first-time home buyers or identify creditworthy members with home equity loans or lines financed elsewhere and bring them back to your credit union. These campaigns help credit unions fight back against the competition in a highly competitive market.
WebEx Online Registration
4/14/2016 1:00 PM (CT) Member Focused Conversations: Guide with Confidence Members are looking for someone to provide them financial guidance. Go the extra mile. Use consultative questions to provide them with personalized solutions. Be committed to being their 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
4/17/2016 10:00 AM (CT) Refis with Purpose When members look to refinance, they often focus on rate. Change the conversation, and bring the focus on the member's needs, affordability, and added value to uncover opportunities to improve their overall financial well-being.
Lending Resource Center/Live Events
4/28/2016 1:00 PM (CT) Action Steps and Personalized Benefit Statements Keep the conversation focused on your member's unique needs through the use of the Action Steps and a personalized benefit statement.
Lending Resource Center/Live Events
5/10/2016 1:00 PM (CT) Auto Loan Recapture®, Universal Auto & Next Car Purchase: Recapture Loans And Target New Opportunities The Auto Loan Recapture program is a proven and powerful direct mail marketing program that brings back members who have financed vehicles elsewhere. With a Universal Auto Campaign (Auto Loan Recapture and the Next Car Purchase combined) you can increase your auto loan portfolio by recapturing lost auto loans in addition to acquiring new loans from members looking to purchase a vehicle. These programs help credit unions fight back against the competition.
WebEx Online Registration
5/18/2016 10:00 AM (CT) The Best Way to Win is to Avoid an Employment Claim  Handling employment issues appropriately can make all the difference between an easy discussion and a lawsuit. Learn from real-life credit union loss scenarios and examine actionable risk mitigation steps related to FLSA, FMLA, and whistleblower allegations.
Credit Union Protection Resource Center
6/14/2016 1:00 PM (CT) Potential Member Campaigns: Grow Loans & Membership Is your credit union interested in expanding membership and achieving greater penetration in the markets you serve? Have you recently opened a new branch, expanded your charter or lost another major financial player in your market? Reach out and discover your new lending opportunities by targeting creditworthy potential members based on zip-code, county or radius from the credit union. Learn how Loan Generation Marketing campaigns can help drive new members into your credit union where they can experience the credit union difference!
WebEx Online Registration
6/15/2016 1:00 PM (CT) Grow Business Services with Active Risk Management Attracting business accounts and business loans also attracts different risks. Join us to learn actionable due diligence and identify prudent policies/procedures to minimize business services risks.
Credit Union Protection Resource Center
7/12/2016 1:00 PM (CT) 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.
WebEx Online Registration
8/9/2016 1:00 PM (CT) Auto Loan Recapture®, Universal Auto & Next Car Purchase: Recapture Loans And Target New Opportunities The Auto Loan Recapture program is a proven and powerful direct mail marketing program that brings back members who have financed vehicles elsewhere. With a Universal Auto Campaign (Auto Loan Recapture and the Next Car Purchase combined) you can increase your auto loan portfolio by recapturing lost auto loans in addition to acquiring new loans from members looking to purchase a vehicle. These programs help credit unions fight back against the competition.
WebEx Online Registration
8/10/2016 10:00 AM (CT) Expanding Payment Capabilities with Confidence Be where your members are while mitigating risks connected to consumer payments. Gain insights through the lessons learned by credit unions who implemented cutting-edge payment technologies including EMV, mobile wallets, and other fraud management tools.
Credit Union Protection Resource Center
9/13/2016 1:00 PM (CT) Loan Generation Marketing: A Comprehensive Strategy Do your next year’s lending-related goals include: growing loan volume...increasing share-of-wallet...retaining and expanding membership...growing credit union assets? Loan Generation Marketing campaigns 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. Let us help you plan for 2017 lending success.
WebEx Online Registration
9/14/2016 10:00 AM (CT)  Understanding Cybersecurity Vulnerabilities and Protections Data breaches lead to significant costs for legal guidance, forensic investigation, member notification, and public relations. Learn about the latest cybersecurity trends, identify how to assess your cybersecurity risks, and take control by implementing the right security strategies.
Credit Union Protection Resource Center
10/11/2016 1:00 PM (CT) Grow 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 by acquiring the member’s home loan! Learn how to refinance members from high mortgage rates, help make dreams come true for first-time home buyers or identify creditworthy members with home equity loans or lines financed elsewhere and bring them back to your credit union. These campaigns help credit unions fight back against the competition in a highly competitive market.
WebEx Online Registration
10/19/2016 1:00 PM (CT)  Fraud & Risk in the ACH/Funds Transfer World Fraud and risk occur through various channels including ACH and Funds Transfer transactions. Find out how to establish proper eligibility requirements, implement proper authorizations, and establish sound policies/procedures to help mitigate fraud and risk.
Credit Union Protection Resource Center
11/8/2016 1:00 PM (CT) Auto Loan Recapture®, Universal Auto & Next Car Purchase: Recapture Loans And Target New Opportunities The Auto Loan Recapture program is a proven and powerful direct mail marketing program that brings back members who have financed vehicles elsewhere. With a Universal Auto Campaign (Auto Loan Recapture and the Next Car Purchase combined) you can increase your auto loan portfolio by recapturing lost auto loans in addition to acquiring new loans from members looking to purchase a vehicle. These programs help credit unions fight back against the competition.
WebEx Online Registration
11/16/2016 10:00 AM (CT) Emerging Risks You're Bound to Face Risks constantly evolve and staying in front of them can be one of your credit union’s biggest challenges. Learn about the latest litigation, compliance, and operational risks impacting credit unions. Take away key insights to help you prepare for the coming year.
Credit Union Protection Resource Center