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.


September

Skills in Action - Coaching Conversations: Adapt Your Coaching Style

9/1/2020 11:00AM (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

Skills in Action - Coaching Conversations: Coaching in the Moment

9/2/2020 8:00AM (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

Member Focused Conversations: Guide with Confidence, Part 1

9/15/2020 8:00AM & 11:00AM (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

9/16/2020 8:00AM & 11:00AM (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

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

Member Focused Conversations: Guide with Confidence, Part 3

9/17/2020 8:00AM & 11:00AM (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 - Confident Conversations: Member Education Tools

9/23/2020 11:00AM (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.*
Lending Resource Center/Live Events

Addressing Concerns: Close the Case

9/24/2020 8:00AM & 11:00AM (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

Skills in Action - Confident Conversations: Follow Up Opportunities

9/29/2020 11:00AM (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


October

ID Your Coaching Style

10/6/2020 11:00AM (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

Skills in Action - Confident Conversations: Refis & New Opportunities

10/7/2020 11:00AM (CT)
Refinancing is a business of its own and a great opportunity to uncover what's at the heart of your members’ needs. The workshop gives you the opportunity to learn how to ask strong, consultative questions to gain a full financial picture of your member in order to find the right solutions. You’re not just taking care of their needs of today but their needs into the future.*
Lending Resource Center/Live Events

Skills in Action - Coaching Conversations: Coaching in the Moment

10/8/2020 11:00AM (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

Member Focused Conversations: Guide with Confidence, Part 1

10/13/2020 8:00AM & 11:00AM (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

10/14/2020 8:00AM & 11:00AM (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

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

Member Focused Conversations: Guide with Confidence, Part 3

10/15/2020 8:00AM & 11:00AM (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 - Confident Conversations: Addressing Concerns - It's too expensive!

10/22/2020 8:00AM (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.*
Lending Resource Center/Live Events

Skills in Action - Confident Conversations: Addressing Concerns - I've got a GREAT plan at work!

10/22/2020 11:00AM (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.*
Lending Resource Center/Live Events


November

Member Focused Conversations: Guide with Confidence, Part 1

11/3/2020 8:00AM & 11AM (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

11/4/2020 8:00AM & 11AM (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

11/5/2020 8:00AM & 11AM (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: Addressing Concerns - 'I Have Plenty of Insurance'

11/12/2020 11:00AM to 11:30AM (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. *
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.)

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