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2/9/2016
Webinar - Handling Debit Card Chargebacks

2/11/2016
Webinar - Avoiding Compliance Violations in Advertising

2/16/2016
Webinar - Telephone Consumer Protection Act: What You Need to Know About the New Requirements

2/17/2016
Webinar - Audit Compliance Series: Overseeing Credit Union Performance

2/18/2016
Webinar - Determining Cash Flow from Personal Tax Returns Part 1: Schedules A, B, C & D

Webinar – Documenting Your Strategic Plan: Years 1,3 & 5
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10/8/2013
When: 10/08/2013
2 p.m.-3:30 p.m.


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In today's economic and regulatory environment, all organizations are proactively and critically assessing how their organizations are run and how they plan for the future with a formalized written strategic plan. This webinar will provide an overview of the strategic planning process, outline various techniques and elements in drafting the written plan, and address the plan's scope in light of regulatory requirements and forward-looking supervision.

Presenter: Jeffrey Gerrish, Gerrish McCreary Smith Consultants & Attorneys
Who should attend: Volunteers, Senior Management and CEOs

Time: 2 p.m.-3:30 p.m.
Cost: $209 for live webinar only; $229 for live webinar, plus a web link and free CD-ROM (MN sales tax applies)
Registration deadline: Thursday, Oct. 3


New: Take-Away Toolkit that includes a) 10 mandates for effective strategic planning; b) Strategic planning checklist; c) Employee training log; and d) Quiz you can administer to measure staff learning and a separate answer key. Attendance verification for CE credits provided upon request.

About Webinars

Pairing conferencing capabilities with web 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 email prior to the webinar. In addition, registrants may also receive an archive CD-ROM after the live session.