Live Webinars
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Pairing telephone conferencing with online capabilities, these sessions bring training directly to you. Participants will receive login instructions and handout materials via email prior to the webcast.
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Webinars On Demand
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Simply order the sessions and use them at a time that's convenient for you!
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2021 Credit Union Series
Collection Series
4/13/2021 Collection Series: Regulatory Alphabet for Collections Compliance Louis Ursini & Amy Hanna Keeney, Adams and Reese, LLP
5/11/2021 Collection Series: Your Borrower Is Threatening Bankruptcy, Now What? Elizabeth Fast, Spencer Fane LLP
5/25/2021 Collection Series: The Virtual World of Collections David A. Reed, Reed & Jolly, PLLC
6/9/2021 Collection Series: Troubled Debt Restructuring in the COVID Economy Stephen J.M. Schiltz, CLA
6/23/2021 Collection Series: Managing Mortgage Delinquency David A. Reed, Reed & Jolly, PLLC
7/20/2021 Collection Series: Chapter 7 & 13 Consumer Bankruptcies: Special Rules, Cramdowns & Risks Elizabeth Fast, Spencer Fane LLP
New Account Series
8/5/2021 New Accounts Series: Regulatory Alphabet for Deposit Accounts, Michael Christians, Michael Christians Consulting, LLC
9/8/2021 New Accounts Series: 20 Legal Types of Accounts: Ownership, Documentation & CIP, Deborah Crawford, Gettechnical Inc.
9/22/2021 New Accounts Series: Business Account Documentation Dawn Kincaid, Brode Consulting Services, Inc.
10/7/2021 New Accounts Series: Opening Accounts for Nonprofit Organizations Susan Costonis, Compliance Consulting and Training for Financial Institutions
10/27/2021 New Accounts Series: Adverse Action at Account Opening: Reporting & Documentation Elizabeth Fast, Spencer Fane LLP
11/10/2021 New Accounts Series: Opening Accounts for Nonresident Aliens, Deborah Crawford, Gettechnical Inc.
Remote Workforce Series
1/13/2021 Remote Workforce Series:
Creating or Revising Work from Home Policies
Diane Pape Reed, CU Doctor
1/27/2021 Remote Workforce Series: Work from Home Record Retention Rules Nancy Flynn, The ePolicy Institute™
2/16/2021 Remote Workforce Series:
Work from Home Risks: How Compliance Can Limit Liability Phillip Buffington, Adams and Reese, LLP
2/25/2021 Remote Workforce Series: Security Compliance for Work from Home Staff, John Moeller, CLA
3/10/2021 Remote Workforce Series: Making Work from Home Effective Dawn Kincaid, Brode Consulting Services, Inc.
4/6/2021 Remote Workforce Series: Moving to the Cloud: Remote Management of Risks to Member Data, John Moeller, CLA
Credit Analyst Series
5/5/2021 Credit Analyst Series: Loan Stress Testing for the Credit Analyst Aaron Lewis, Young & Associates, Inc.
6/17/2021 Credit Analyst Series: Advanced Financial Statement Analysis Jeffery W. Johnson, Bankers Insight Group, LLC
7/29/2021 Credit Analyst Series: Credit Fundamentals for the New Credit Analyst Jeffery W. Johnson, Bankers Insight Group, LLC
8/11/2021 Credit Analyst Series: Debt Service Coverage Calculations in Underwriting Aaron Lewis, Young & Associates, Inc.
E-SIGN Series
2/9/2021 E-SIGN Series:60 Minutes “No-Contact” Account Opening: E-SIGN Compliance Susan Costonis, Compliance Consulting and Training for Financial Institutions
3/18/2021 E-SIGN Series: Virtual Loan Document Delivery & E-SIGN Compliance Molly Stull, Brode Consulting Services, Inc.
4/7/2021 E-SIGN Series: 60 Minutes The E-SIGN, BSA & CIP Compliance Trifecta Susan Costonis, Compliance Consulting and Training for Financial Institutions
4/28/2021 E-SIGN Series: 60 Minutes E-SIGN Security & Fraud Detection Susan Costonis, Compliance Consulting and Training for Financial Institutions
Flood Series
1/21/2021 Flood Series:Flood Insurance Rules, Best Practices & Liability Phillip Buffington, Adams and Reese, LLP
2/2/2021 Flood Series: Flood Compliance Beyond the Basics Molly Stull, Brode Consulting Services, Inc.
3/2/2021 Flood Series: Flood Forms Line-by-Line Molly Stull, Brode Consulting Services, Inc.
3/17/2021 Flood Series: Commercial Flood Insurance Regulations & Compliance Susan Costonis, Compliance Consulting and Training for Financial Institutions
Job-Specific BSA Series
7/22/2021 Job-Specific BSA Series:Job-Specific BSA Training for Operations Staff, Dawn Kincaid, Brode Consulting Services, Inc.
8/26/2021 Job-Specific BSA Series: Job-Specific BSA Training for the Frontline, Mary-Lou Heighes, Compliance Plus, Inc.
9/14/2021 Job-Specific BSA Series: Job-Specific BSA Training for Lenders, Susan Costonis, Compliance Consulting and Training for Financial Institutions
10/21/2021 Job-Specific BSA Series Job-Specific BSA Training for Senior Management & Directors, Mary-Lou Heighes, Compliance Plus, Inc.
4/13/2021 Collection Series: Regulatory Alphabet for Collections Compliance Louis Ursini & Amy Hanna Keeney, Adams and Reese, LLP
5/11/2021 Collection Series: Your Borrower Is Threatening Bankruptcy, Now What? Elizabeth Fast, Spencer Fane LLP
5/25/2021 Collection Series: The Virtual World of Collections David A. Reed, Reed & Jolly, PLLC
6/9/2021 Collection Series: Troubled Debt Restructuring in the COVID Economy Stephen J.M. Schiltz, CLA
6/23/2021 Collection Series: Managing Mortgage Delinquency David A. Reed, Reed & Jolly, PLLC
7/20/2021 Collection Series: Chapter 7 & 13 Consumer Bankruptcies: Special Rules, Cramdowns & Risks Elizabeth Fast, Spencer Fane LLP
New Account Series
8/5/2021 New Accounts Series: Regulatory Alphabet for Deposit Accounts, Michael Christians, Michael Christians Consulting, LLC
9/8/2021 New Accounts Series: 20 Legal Types of Accounts: Ownership, Documentation & CIP, Deborah Crawford, Gettechnical Inc.
9/22/2021 New Accounts Series: Business Account Documentation Dawn Kincaid, Brode Consulting Services, Inc.
10/7/2021 New Accounts Series: Opening Accounts for Nonprofit Organizations Susan Costonis, Compliance Consulting and Training for Financial Institutions
10/27/2021 New Accounts Series: Adverse Action at Account Opening: Reporting & Documentation Elizabeth Fast, Spencer Fane LLP
11/10/2021 New Accounts Series: Opening Accounts for Nonresident Aliens, Deborah Crawford, Gettechnical Inc.
Remote Workforce Series
1/13/2021 Remote Workforce Series:
Creating or Revising Work from Home Policies
Diane Pape Reed, CU Doctor
1/27/2021 Remote Workforce Series: Work from Home Record Retention Rules Nancy Flynn, The ePolicy Institute™
2/16/2021 Remote Workforce Series:
Work from Home Risks: How Compliance Can Limit Liability Phillip Buffington, Adams and Reese, LLP
2/25/2021 Remote Workforce Series: Security Compliance for Work from Home Staff, John Moeller, CLA
3/10/2021 Remote Workforce Series: Making Work from Home Effective Dawn Kincaid, Brode Consulting Services, Inc.
4/6/2021 Remote Workforce Series: Moving to the Cloud: Remote Management of Risks to Member Data, John Moeller, CLA
Credit Analyst Series
5/5/2021 Credit Analyst Series: Loan Stress Testing for the Credit Analyst Aaron Lewis, Young & Associates, Inc.
6/17/2021 Credit Analyst Series: Advanced Financial Statement Analysis Jeffery W. Johnson, Bankers Insight Group, LLC
7/29/2021 Credit Analyst Series: Credit Fundamentals for the New Credit Analyst Jeffery W. Johnson, Bankers Insight Group, LLC
8/11/2021 Credit Analyst Series: Debt Service Coverage Calculations in Underwriting Aaron Lewis, Young & Associates, Inc.
E-SIGN Series
2/9/2021 E-SIGN Series:60 Minutes “No-Contact” Account Opening: E-SIGN Compliance Susan Costonis, Compliance Consulting and Training for Financial Institutions
3/18/2021 E-SIGN Series: Virtual Loan Document Delivery & E-SIGN Compliance Molly Stull, Brode Consulting Services, Inc.
4/7/2021 E-SIGN Series: 60 Minutes The E-SIGN, BSA & CIP Compliance Trifecta Susan Costonis, Compliance Consulting and Training for Financial Institutions
4/28/2021 E-SIGN Series: 60 Minutes E-SIGN Security & Fraud Detection Susan Costonis, Compliance Consulting and Training for Financial Institutions
Flood Series
1/21/2021 Flood Series:Flood Insurance Rules, Best Practices & Liability Phillip Buffington, Adams and Reese, LLP
2/2/2021 Flood Series: Flood Compliance Beyond the Basics Molly Stull, Brode Consulting Services, Inc.
3/2/2021 Flood Series: Flood Forms Line-by-Line Molly Stull, Brode Consulting Services, Inc.
3/17/2021 Flood Series: Commercial Flood Insurance Regulations & Compliance Susan Costonis, Compliance Consulting and Training for Financial Institutions
Job-Specific BSA Series
7/22/2021 Job-Specific BSA Series:Job-Specific BSA Training for Operations Staff, Dawn Kincaid, Brode Consulting Services, Inc.
8/26/2021 Job-Specific BSA Series: Job-Specific BSA Training for the Frontline, Mary-Lou Heighes, Compliance Plus, Inc.
9/14/2021 Job-Specific BSA Series: Job-Specific BSA Training for Lenders, Susan Costonis, Compliance Consulting and Training for Financial Institutions
10/21/2021 Job-Specific BSA Series Job-Specific BSA Training for Senior Management & Directors, Mary-Lou Heighes, Compliance Plus, Inc.
