Bond coverage is still an essential element of credit union risk management strategy, and credit unions need to have a comprehensive bond strategy to achieve success in the current environment. This session will give participants insight on the subject of bond coverage, claim presentation and advocacy. Topics to be covered include:
- Understanding risk transfer options
- Your credit union's risk profile
- Researching and recording a claim
- Submitting the bond claim
- Effective claim advocacy
- Claim denial options
Presenter: David Reed, Reed & Jolly, PLLC
Who should attend: Branch Managers, Collections, Compliance Officers, IT Staff, Lenders and CEOs
Time: 2 p.m.-3:30 p.m.
Cost: $209 (includes archive)
Registration deadline: Thursday, May 3
Coupling telephone conference interaction with web site technology, this session brings informative, interactive training directly to you. During the webinar, you'll view a real time PowerPoint presentation on your computer while listening to the audio connection via telephone.
While credit unions are encouraged to use the webinar to train multiple individuals at once, the credit union will be charged for each computer connection that uses its login code. Participants will receive login instructions and handout materials via e-mail prior to the webinar. In addition after the session, registrants will receive a CD-ROM.