Professional Development
through partnership with CUNA
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Training Programs & Events
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| Date | Event | Discipline | Type |
|---|---|---|---|
| Jump to: Jan 13Mar 13Apr 13May 13Jun 13Jul 13Aug 13Sep 13Oct 13 Nov 13Dec 13 | |||
| January 2013 Go to top | |||
| Available through July 15, 2013 | Fighting Elder Financial Abuse: What Credit Unions Should Recognize & How to Respond |
Operations, Sales & Service | Prerecorded |
| Available through July 24, 2013 | Customer Identification Programs - What Your Frontlines Need to Know |
Compliance | Prerecorded |
| March 2013 Go to top | |||
| Available through September 7, 2013 | Pressing Regulatory & Compliance Issues Audio Conference |
Compliance | Audio_arch |
| Available through December 31, 2013 | CUNA Compliance in Payment Systems eSchool |
Compliance | Prerecorded |
| Available through September 20, 2013 | Process Optimization: Merging Operational Efficency with Sales & Service |
Operations, Sales & Service | Prerecorded |
| April 2013 Go to top | |||
| Available through October 25, 2013 | CUNA Regulatory Compliance Introduction eSchool |
Compliance | Prerecorded |
| April 18–June 6 | CUNA Fixed-Income Investments eSchool |
Finance | Eschool |
| Available through October 18, 2013 | Fixed-Income Investing: Basic Fixed Income Terms & Introduction to Bullet Securities |
Finance | Prerecorded |
| Available through October 25, 2013 | Fixed-Income Investing: Agency Callables, Agency Step-Ups |
Finance | Prerecorded |
| May 2013 Go to top | |||
| Available through November 2, 2013 | Fixed-Income Investing: Mortgage-Backed Securities (MBS) |
Finance | Prerecorded |
| May 7–29 | CUNA Consumer Lending Foundations eSchool |
Lending | Eschool |
| Available through May 8, 2014 | The Basics of Lending: Parts 1 & 2 |
Lending | Prerecorded |
| Available through November 9, 2013 | Fixed-Income Investing: Collateralized Mortgage Obligations (CMOs) (PAC & SEQ) |
Finance | Prerecorded |
| Available through May 15, 2014 | Consumer Lending Regulations: Parts 1 & 2 |
Lending | Prerecorded |
| Available through November 16, 2013 | Fixed-Income Investing: Investment Policy Modifications & Introduction to Investment Portfolio Construction |
Finance | Prerecorded |
| Available through May 21, 2014 | Credit Counseling & Your Role as a Loan Officer |
Lending | Prerecorded |
| Available through May 22, 2014 | Sales & Service Success |
Lending | Prerecorded |
| Available through November 23, 2013 | Fixed-Income Investing: Investment Portfolio Construction & Strategies: Part 1 |
Finance | Prerecorded |
| May 28 2:00–3:30 p.m. CT |
Developing the Most Creative Loans Ever! |
Lending | Webinar |
| May 28, 2013–May 28, 2014 | Developing the Most Creative Loans Ever! |
Lending | Prerecorded |
| May 29 2:00–3:30 p.m. CT |
Home Equity Lending |
Lending | Webinar |
| May 29, 2013–May 29, 2014 | CUNA Consumer Lending Foundations eSchool |
Lending | Prerecorded |
| May 29, 2013–May 29, 2014 | Home Equity Lending |
Lending | Prerecorded |
| May 30 11:00 a.m. – 12:00 p.m. CT |
Fixed-Income Investing: Investment Portfolio Construction & Strategies: Part 2 |
Finance | Webinar |
| May 30–November 30 | Fixed-Income Investing: Investment Portfolio Construction & Strategies: Part 2 |
Finance | Prerecorded |
| June 2013 Go to top | |||
| June 3 2:00–3:30 p.m. CT |
Mortgage Underwriting |
Lending | Webinar |
| June 3–26 | CUNA Residential Mortgage Lending eSchool |
Lending | Eschool |
| June 3–December 3 | Mortgage Underwriting |
Lending | Prerecorded |
| June 4 | Teller Workshop Irmo, South Carolina |
Operations, Sales & Service | School / Conference |
| June 5 | Pressing Regulatory & Compliance Issues Audio Conference |
Compliance | Audio |
| June 5 2:00–3:30 p.m. CT |
Underwriting for Self-Employed Borrowers |
Lending | Webinar |
| June 5–December 5 | Pressing Regulatory & Compliance Issues Audio Conference |
Audio_arch | |
| June 5–December 5 | Underwriting for Self-Employed Borrowers |
Lending | Prerecorded |
| June 6 | Collections & Bankruptcy Update Irmo, South Carolina |
Lending | School / Conference |
| June 6 11:00 a.m. – 12:00 p.m. CT |
Fixed-Income Investing: Investment Accounting, Additional Considerations, Broker vs. Asset Manager |
Finance | Webinar |
| June 6–December 6 | CUNA Fixed-Income Investments eSchool |
Finance | Prerecorded |
| June 6–December 6 | Fixed-Income Investing: Investment Accounting, Additional Considerations, Broker vs. Asset Manager |
Finance | Prerecorded |
| June 7–14 | Southeast CUNA Management School Athens, Georgia |
Management & Leadership | School / Conference |
| June 10 2:00–3:30 p.m. CT |
All About Appraisals |
Lending | Webinar |
| June 10–December 10 | All About Appraisals |
Lending | Prerecorded |
| June 11 1:00–3:00 p.m. CT |
CFPB Changes - Where the Action Is/CFPB Mortgage Rules |
Lending | Webinar |
| June 11–August 14 | CUNA Lending Compliance eSchool |
Lending | Eschool |
| June 12 2:00–3:30 p.m. CT |
Growing Your Mortgage Program |
Lending | Webinar |
| June 12–December 12 | Growing Your Mortgage Program |
Lending | Prerecorded |
| June 17 2:00–3:30 p.m. CT |
Designing Your Lending Strategy |
Lending | Webinar |
| June 17–December 17 | Designing Your Lending Strategy |
Lending | Prerecorded |
| June 18 1:00–3:00 p.m. CT |
RESPA/TILA Integrated Disclosures - Everything New is Old Again/Mitigating Non-Credit Risk |
Lending | Webinar |
| June 18 2:00–3:00 p.m. CT |
Sustainable Business Model Debate: Community vs. SEG |
Marketing & Business Development | Webinar |
| June 19 2:00–3:30 p.m. CT |
Loan Servicing |
Lending | Webinar |
| June 19–December 19 | Loan Servicing |
Lending | Prerecorded |
| June 24 & 26 2:00–3:30 p.m. CT |
Regulations Affecting Mortgages: Parts 1 & 2 |
Lending | Webinar |
| June 25 1:00–3:00 p.m. CT |
BSA & Lending - Beyond the Teller Line |
Lending | Webinar |
| June 26–December 26 | CUNA Residential Mortgage Lending eSchool |
Lending | Prerecorded |
| June 26–December 26 | Regulations Affecting Mortgages: Parts 1 & 2 |
Lending | Prerecorded |
| June 30–July 3 | America's Credit Union Conference New York, New York |
Signature Events | School / Conference |
| July 2013 Go to top | |||
| July 2 1:00–3:00 p.m. CT |
CFPB Hot Topic: Consumer Lending Regulations/Lender Liability |
Lending | Webinar |
| July 9 1:00–3:00 p.m. CT |
Red Flags & Lending/Compliance & Business Lending - The Climb Beyond Regulatory Burdens |
Lending | Webinar |
| July 10–31 | CUNA Marketing Compliance eSchool |
Marketing & Business Development | Eschool |
| July 11 2:00–3:00 p.m. CT |
Understanding Macro Dynamics |
Finance | Webinar |
| July 11–August 15 | CUNA Advanced Investing & ALM eSchool |
Finance | Eschool |
| July 14–17 | Southeast Directors Conference Charleston, South Carolina |
Board & Volunteer | School / Conference |
| July 16 1:00–3:00 p.m. CT |
Opportunity Makes a Thief |
Lending | Webinar |
| July 17 12:00–1:00 p.m. CT |
Coaching Matters: Point Your Managers to Higher Success |
Operations, Sales & Service | Webinar |
| July 17, 2013–January 17, 2014 | Coaching Matters: Point Your Managers to Higher Success |
Operations, Sales & Service | Prerecorded |
| July 18 2:00–3:00 p.m. CT |
Advanced Portfolio Modeling |
Finance | Webinar |
| July 25 2:00–3:00 p.m. CT |
Advanced Portfolio Strategy |
Finance | Webinar |
| July 25–27 | Coastal Supervisory Committee & Internal Audit Conference Hilton Head Island, South Carolina |
Board & Volunteer | School / Conference |
| July 30 1:00–3:00 p.m. CT |
Loan Modifications |
Lending | Webinar |
| July 31, 2013–January 31, 2014 | CUNA Marketing Compliance eSchool |
Marketing & Business Development | Prerecorded |
| August 2013 Go to top | |||
| August 1 2:00–3:00 p.m. CT |
Bond Swaps |
Finance | Webinar |
| August 1 2:00–3:30 p.m. CT |
Private Student Loans - What You Need To Know To Comply |
Compliance | Webinar |
| August 7 1:00–3:00 p.m. CT |
Bankruptcy Basics/Current Lending Examination Issues |
Lending | Webinar |
| August 8 11:00 a.m. – 12:30 p.m. CT |
The Truth About Social Learning |
Human Resources & Training | Webinar |
| August 8 2:00–3:00 p.m. CT |
Hedging Strategies |
Finance | Webinar |
| August 14 1:00–3:00 p.m. CT |
Fair Lending & SSCRA/Compliance Management Systems Best Practices |
Lending | Webinar |
| August 14, 2013–February 14, 2014 | CUNA Lending Compliance eSchool |
Lending | Prerecorded |
| August 15 2:00–3:00 p.m. CT |
Pricing Options |
Finance | Webinar |
| August 15–17 | Leadership Conference Hilton Head Island, South Carolina |
Management & Leadership | School / Conference |
| August 15–September 19 | CUNA Member Business Compliance eSchool |
Compliance | Eschool |
| August 21 | Small CU Roundtable |
Management & Leadership | School / Conference |
| August 27 2:00–3:30 p.m. CT |
Advanced Account & Operations Issues |
Compliance | Webinar |
| August 27 2:00–3:00 p.m. CT |
How Business Development Supports the Strategic Plan |
Marketing & Business Development | Webinar |
| August 27–October 15 | CUNA Regulatory Compliance Update eSchool |
Compliance | Eschool |
| August 29 2:00–4:00 p.m. CT |
Introduction to Financial Ratios |
Finance | Webinar |
| August 29–October 17 | CUNA Financial Management eSchool: Part 1 |
Finance | Eschool |
| August 29, 2013–February 28, 2014 | Introduction to Financial Ratios |
Finance | Prerecorded |
| September 2013 Go to top | |||
| September 4 | Pressing Regulatory & Compliance Issues Audio Conference |
Compliance | Audio |
| September 4, 2013–March 4, 2014 | Pressing Regulatory & Compliance Issues Audio Conference |
Audio_arch | |
| September 5 2:00–4:00 p.m. CT |
Introduction to Asset Liability Management |
Finance | Webinar |
| September 5, 2013–March 5, 2014 | Introduction to Asset Liability Management |
Finance | Prerecorded |
| September 10 | Teller Workshop Irmo, South Carolina |
Operations, Sales & Service | School / Conference |
| September 10 2:00–3:30 p.m. CT |
Consumer Lending Updates |
Compliance | Webinar |
| September 11 | Increasing Loans to Your Members-Interviewing & Underwriting Skills Training for Credit Union Loan Officers with Brett Christensen (Raleigh, NC) Raleigh, North Carolina |
Lending | School / Conference |
| September 12 | Increasing Loans to Your Members-Interviewing & Underwriting Skills Training for Credit Union Loan Officers with Brett Christensen Irmo, South Carolina |
Lending | School / Conference |
| September 12 2:00–4:00 p.m. CT |
Introduction to Financial Management Analysis & Problem Solving |
Finance | Webinar |
| September 12, 2013–March 12, 2014 | Introduction to Financial Management Analysis & Problem Solving |
Finance | Prerecorded |
| September 13 | Increasing Loans to Your Members-Interviewing & Underwriting Skills Training for Credit Union Loan Officers with Brett Christensen (Atlanta, GA) Duluth, Georgia |
Lending | School / Conference |
| September 17 2:00–3:30 p.m. CT |
CUCE Recertification Study Session |
Compliance | Webinar |
| September 18 | Carolinas Compliance Council Meeting (Columbia, SC) |
Compliance | School / Conference |
| September 19 2:00–4:00 p.m. CT |
Introduction to Balance Sheet Earnings |
Finance | Webinar |
| September 19, 2013–March 19, 2014 | CUNA Member Business Compliance eSchool |
Compliance | Prerecorded |
| September 19, 2013–March 19, 2014 | Introduction to Balance Sheet Earnings |
Finance | Prerecorded |
| September 24 2:00–3:30 p.m. CT |
ABC's of Policies |
Compliance | Webinar |
| September 26 2:00–4:00 p.m. CT |
Introduction to Investments |
Finance | Webinar |
| September 26, 2013–March 26, 2014 | Introduction to Investments |
Finance | Prerecorded |
| October 2013 Go to top | |||
| October 1 2:00–3:30 p.m. CT |
You Mean There's More Than Credit Risk |
Compliance | Webinar |
| October 2–December 11 | CUNA Bank Secrecy Act eSchool |
Compliance | Eschool |
| October 3 2:00–4:00 p.m. CT |
Loan & Deposit Pricing |
Finance | Webinar |
| October 3, 2013–April 3, 2014 | Loan & Deposit Pricing |
Finance | Prerecorded |
| October 7–8 | Sales & Service Boot Camp Irmo, South Carolina |
Marketing & Business Development | School / Conference |
| October 8 2:00–3:30 p.m. CT |
Update on Mortgage Lending Regulations |
Compliance | Webinar |
| October 8–November 26 | CUNA Certified Financial Counselor eSchool: Part 1 |
Finance | Eschool |
| October 9–10 | Sales & Service Boot Camp (Raleigh, NC) Raleigh, North Carolina |
Operations, Sales & Service | School / Conference |
| October 10 2:00–4:00 p.m. CT |
Forecasting & Budgeting Approaches |
Finance | Webinar |
| October 10, 2013–April 10, 2014 | Forecasting & Budgeting Approaches |
Finance | Prerecorded |
| October 15 2:00–3:30 p.m. CT |
NCUA Examination Preparation Strategies |
Compliance | Webinar |
| October 15, 2013–April 15, 2014 | CUNA Regulatory Compliance Update eSchool |
Compliance | Prerecorded |
| October 17 2:00–4:00 p.m. CT |
Determining Loan Losses & Strategic Decisions |
Finance | Webinar |
| October 17, 2013–April 17, 2014 | CUNA Financial Management eSchool: Part 1 |
Finance | Prerecorded |
| October 17, 2013–April 17, 2014 | Determining Loan Losses & Strategic Decisions |
Finance | Prerecorded |
| October 24 2:00–4:00 p.m. CT |
Advanced Financial Ratios |
Finance | Webinar |
| October 24–December 19 | CUNA Financial Management eSchool: Part 2 |
Finance | Eschool |
| October 24, 2013–April 24, 2014 | Advanced Financial Ratios |
Finance | Prerecorded |
| October 29 | IRA Workshop: Essentials (Atlanta, GA) Duluth, Georgia |
Operations, Sales & Service | Seminar |
| October 29–30 | IRA Workshops: Essentials and Beyond Essentials (Atlanta, GA) Duluth, Georgia |
Operations, Sales & Service | School / Conference |
| October 30 | IRA Workshop: Beyond Essentials (Atlanta, GA) Duluth, Georgia |
Operations, Sales & Service | Seminar |
| October 31 2:00–4:00 p.m. CT |
Advanced Asset-Liability Management |
Finance | Webinar |
| October 31, 2013–May 1, 2014 | Advanced Asset-Liability Management |
Finance | Prerecorded |
| November 2013 Go to top | |||
| November 5–6 | Leadership Development Institute (Charlotte, NC) |
Management & Leadership | School / Conference |
| November 5–December 17 | CUNA Mortgage Lending Compliance eSchool - The New Regulatory Environment |
Compliance | Eschool |
| November 7 | Small CU Roundtable |
Management & Leadership | School / Conference |
| November 7 2:00–4:00 p.m. CT |
Advanced Financial Management Analysis & Problem Solving |
Finance | Webinar |
| November 7, 2013–May 7, 2014 | Advanced Financial Management Analysis & Problem Solving |
Finance | Prerecorded |
| November 12 | IRA Workshop: Essentials Columbia, South Carolina |
Operations, Sales & Service | Seminar |
| November 12–13 | IRA Workshops: Essentials and Beyond Essentials Columbia, South Carolina |
Operations, Sales & Service | School / Conference |
| November 13 | IRA Workshop: Beyond Essentials Columbia, South Carolina |
Operations, Sales & Service | Seminar |
| November 14 2:00–4:00 p.m. CT |
Balance Sheet Earnings |
Finance | Webinar |
| November 14, 2013–May 14, 2014 | Balance Sheet Earnings |
Finance | Prerecorded |
| November 19 2:00–3:00 p.m. CT |
Membership Drive Basics |
Marketing & Business Development | Webinar |
| November 21 2:00–4:00 p.m. CT |
Identify Interest Rate & Market Risks |
Finance | Webinar |
| November 21, 2013–May 21, 2014 | Identify Interest Rate & Market Risks |
Finance | Prerecorded |
| November 26–December 31 | CUNA Certified Financial Counselor eSchool: Part 1 |
Finance | Prerecorded |
| December 2013 Go to top | |||
| December 3 | BSA Workshop Irmo, South Carolina |
Compliance | School / Conference |
| December 4 | BSA Workshop Raleigh, North Carolina |
Compliance | School / Conference |
| December 5 | Pressing Regulatory & Compliance Issues Audio Conference |
Compliance | Audio |
| December 5, 2013–June 5, 2014 | Pressing Regulatory & Compliance Issues Audio Conference |
Compliance | Audio_arch |
| December 5, 2013–June 5, 2014 | Liquidity & Funding Risk |
Finance | Prerecorded |
| December 9 11:00 a.m. – 12:30 p.m. CT |
Instructional Design for Webinars |
Human Resources & Training | Webinar |
| December 11, 2013–June 11, 2014 | CUNA Bank Secrecy Act eSchool |
Compliance | Prerecorded |
| December 12 2:00–4:00 p.m. CT |
Forecasting & Strategically Planning for Long Term Growth |
Finance | Webinar |
| December 12, 2013–June 12, 2014 | Forecasting & Strategically Planning for Long Term Growth |
Finance | Prerecorded |
| December 17, 2013–June 17, 2014 | CUNA Mortgage Lending Compliance eSchool - The New Regulatory Environment |
Compliance | Prerecorded |
| December 19 2:00–4:00 p.m. CT |
Managing Credit Risk |
Finance | Webinar |
| December 19, 2013–June 19, 2014 | CUNA Financial Management eSchool: Part 2 |
Finance | Prerecorded |
| December 19, 2013–June 19, 2014 | Managing Credit Risk |
Finance | Prerecorded |