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.


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

Employees: A Gateway for Social Engineers

1/16/2019 1:00PM (CST)
One of the fastest-growing corporate crime threats – social engineering fraud – often targets one of your most important assets: your employees’ basic human instincts to please. Learn the typical social engineering life cycle, latest threats and actions to manage these risks, and the common warning signs that employees can follow to create a “human firewall.”
Protection 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

Skills in Action: Confident Conversations - Consultative Questions

1/31/2019 10:00 AM (CST)
Looking for a quick and focused learning opportunity to put into practice the knowledge and skills you have? This interactive, learner-driven session gives you the opportunity to take a deeper dive into Taking the Application and Asking Consultative Questions. You’ll work through a member scenario with lending peers and will walk away with an effective consultative questioning strategy, helping to uncover information about your member’s needs.
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

Office Hours: Emerging Risks

2/13/2019 1:00PM (CST)
Join us for an opportunity to interact with our Risk Consultants. Ask a question, share a comment on risks or mitigation tips associated with a specific topic, or hear from your credit union peers.
Protection 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

Skills in Action: Beyond the Application

2/28/2019 10:00 AM (CST)
You’ve asked great consultative questions and gathered important information about your member. You satisfied their current need but was anything missed? This interactive, learner-driven session gives you the opportunity to dive into a member scenario and determine what opportunities exist for your member. You’ll be provided with a member’s background then work with your peers to build a customized loan package.
Lending Resource Centers/Live Events


March

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

Managing Risk through Big Data, Analytics & Machine Learning

3/20/2019 1:00 PM (CST)
Because of big data, credit union leaders can measure and know more about their business, and directly translate that knowledge into improved decision-making and performance. Join our expert panelists to discuss how you can use big data, analytics and machine learning to foresee fraud and risks by unveiling patterns that could signal a crisis or a sudden change in losses.
Protection 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

Skills in Action: Confident Conversations - Personalized Benefit Statements

3/28/2019 10:00 AM (CST)
Looking for a quick and focused learning opportunity to put into practice the knowledge and skills you have? This interactive, learner-driven session gives you the opportunity to take a deeper dive into Personalized Benefits Statements. You’ll work with lending peers to craft personalized benefit statements that help members see the value of protecting their loan.
Lending Resource Center/Live Events


April

Developing A Credit Union Safety Blueprint

4/17/2019 1:00PM (CST)
A credit union’s vision should reflect priorities that establish a workplace that has a culture of safety. Unsafe behaviors, conditions, or an absence of safety alertness can contribute to workplace hazards and injuries. Learn key planning tips, sound policies & procedures, and training that can help reduce the potential of loss related to active shooter incidents, workplace injuries and other safety risks.
Protection Resource Centers/Live Events


May

Office Hours: Emerging Risks

5/15/2019 1:00PM (CST)
Join us for an opportunity to interact with our Risk Consultants. Ask a question, share a comment on risks or mitigation tips associated with a specific topic, or hear from your credit union peers.
Protection Resource Centers/Live Events


June

Employer Risks, Rights, and Obligations in the Workplace

6/19/2019 1:00PM (CST)
With changes in the workplace – such as legalization of drugs, dress code, self-expression, social media, and reasonable accommodations – employers must exercise caution. Join us to discuss the importance of appropriately addressing these topics to ensure all job candidates and employees are treated fairly and equitably without creating additional credit union risk.
Protection Resource Centers/Live Events


July

Data Privacy Regulations & Risk Concerns

7/17/2019 1:00PM (CST)
In a data-driven world, you can never be too safe when it comes to privacy, security, and compliance. This session will identify emerging risk themes that can spur new privacy risks -- from storing data to ensuring its proper use. In addition, we’ll discuss what you should monitor and how to adapt your programs.
Protection Resource Centers/Live Events


August

Office Hours: Emerging Risks

8/14/2019 1:00PM (CST)
Join us for an opportunity to interact with our Risk Consultants. Ask a question, share a comment on risks or mitigation tips associated with a specific topic, or hear from your credit union peers.
Protection Resource Centers/Live Events


September

Rethinking the Branch

9/18/2019 1:00PM (CST)
The branch of the future strategy can be based on efficiency, convenience, flexibility, and changing members’ preferences. There isn’t one “branch of the future” fits-all strategy. Our expert panelists will share risks and pitfalls that can come along with rethinking the branch and your operations.
Protection Resource Centers/Live Events


October

Don’t Fall Victim: Loan Fraud & Scams

10/16/2019 1:00PM (CST)
Fraudsters continuously plot ways to con your credit union, your employees, and your members. Join our expert panelists as they discuss spam, shams, and other scams that could be impacting your lending operations. Take away key actionable steps to remain vigilant in your efforts to reduce loan fraud losses.
Protection Resource Centers/Live Events


November

Mobile Devices: The Next Frontier for Risk

11/13/2019 1:00PM (CST)
The rapid proliferation of mobile devices and their apps has transformed the way we live, communicate, and work. Defending data on devices is challenging with malicious apps and other risks. Join us to discuss the actions that must be part of your overall security strategy to protect your employees – and your credit union – from this growing danger.
Protection Resource Centers/Live Events


December

Office Hours: Emerging Risks

12/11/2019 1:00PM (CST)
Join us for an opportunity to interact with our Risk Consultants. Ask a question, share a comment on risks or mitigation tips associated with a specific topic, or hear from your credit union peers.
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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