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Training Programs & Events
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Date Event Discipline Type
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January 2015 Go to top
January 5, 2015–December 31, 2016 CUNA Business Lending Services eSchool (recorded)
Lending Eschool
June 2015 Go to top
June 30–August 4 CUNA IRA Beyond Essentials eSchool
Operations, Sales & Service Eschool
July 2015 Go to top
July 7 CT IRA Conversions and Recharacterizations webinar
Operations, Sales & Service Webinar
July 7 CT Minimizing the Risk of Mortgage Fraud webinar
Lending Webinar
July 7–28 CUNA Residential Mortgage Lending eSchool
Lending Eschool
July 8 CT CPD Online Monthlies - Uploading and Creating Learning Activities (07-08-15)
Human Resources & Training Webinar
July 9 CT Growing Your Purchase Loan Volume - Building Market Share webinar
Lending Webinar
July 13–September 14 CUNA Fundamentals of Investment Management eSchool
Finance Eschool
July 14 CT IRA Simplified Employee Pension (SEP) Plans webinar
Operations, Sales & Service Webinar
July 14 CT Seizing Market Share in a Purchase Market webinar
Lending Webinar
July 16 CT Putting Common Sense in Underwriting - Will the Loan Be Repaid or Not webinar
Lending Webinar
July 21 CT CPD Online Monthlies - General Navigation and Q and A webinar (07-21-15)
Human Resources & Training Webinar
July 21 HR Issues Workshop
Columbus, Ohio
Management & Leadership School / Conference
July 21 CT IRA 72(t) Payments webinar
Operations, Sales & Service Webinar
July 21 CT What is New in Mortgage Lending Compliance webinar
Lending Webinar
July 22–August 5 CUNA Marketing Compliance eSchool
Marketing & Business Development Eschool
July 23 CT Appraisal Madness - How to Know if the Value is Supported webinar
Lending Webinar
July 28 CT Custom Construction Lending - An Introduction webinar
Lending Webinar
July 28 CT QRP Beneficiary Rollovers to Inherited IRAs webinar
Operations, Sales & Service Webinar
August 2015 Go to top
August 4 CT Certified Financial Counselor Program Readiness webinar
Finance Webinar
August 4 CT IRA Excess Contributions webinar
Operations, Sales & Service Webinar
August 4–September 22 CUNA Certified Financial Counselor Part 1 eSchool
Finance Eschool
August 6 CT Surviving in the Compliance Jungle of Collections webinar
Lending Webinar
August 11 CT Money, Attitudes and Roles webinar
Finance Webinar
August 11 & 13 CT Performing Your ACH Audit and ACH Risk Assessment webinar series
Operations, Sales & Service Webinar
August 12 CT Helping Members to Connect During Financial Counseling Sessions webinar
Finance Webinar
August 18 CT Understanding and Improving Cash Flow webinar
Finance Webinar
August 19 CT The Financial Statement Game - Starting with the Basics webinar
Finance Webinar
August 19–September 3 CUNA CU Finance for Non-Financial Managers and Volunteers eSchool
Finance Eschool
August 20 CT Financial Statement Analysis webinar
Finance Webinar
August 20–22 Ohio Volunteer Conference
Lewis Center, Ohio
Board & Volunteer School / Conference
August 25 CT From Budget Analysis to Spending Plan webinar
Finance Webinar
August 25–December 31 CUNA Regulatory Compliance Update eSchool
Compliance Eschool
August 26 CT The Financial Statement Game - Getting a Bit More Sophisticated webinar
Finance Webinar
August 27 CT Introduction to Financial Ratios webinar
Finance Webinar
August 27 CT Rates, Risk and Return webinar
Finance Webinar
August 27–October 15 CUNA Financial Management eSchool - Part 1
Finance Eschool
September 2015 Go to top
September 1 CT Improving Credit and Correcting Errors on Credit Reports webinar
Finance Webinar
September 2 CT The Financial Statement Game - Gaining a Deeper Understanding webinar
Finance Webinar
September 3 CT Asset Liability Management (ALM) - The Rocket Science of CUs webinar
Finance Webinar
September 3 CT Introduction to Asset-Liability Management webinar
Finance Webinar
September 8 CT Helping Your Members Understand Their Rights on Repossessions, Foreclosures and Bankruptcies webinar
Finance Webinar
September 8–October 7 CUNA Lending Compliance eSchool
Lending Eschool
September 10 CT Custom Construction Lending - Technical Stuff, Best Practices and Red Flags webinar
Lending Webinar
September 10 CT Introduction to Financial Management Analysis and Problem Solving webinar
Finance Webinar
September 14 CT Money Mission Demo - Online Financial Literacy Game webinar (09-14-2015)
Marketing & Business Development Webinar
September 15 CT The Counseling Relationship webinar
Finance Webinar
September 17 CT Introduction to Balance Sheet Earnings webinar
Finance Webinar
September 22 CT The Counseling Process webinar
Finance Webinar
September 24 CT Introduction to Investments webinar
Finance Webinar
October 2015 Go to top
October 1 CT Loan and Deposit Pricing webinar
Finance Webinar
October 6 CT Controlling Living Expenses - Part 1 webinar
Finance Webinar
October 6–November 24 CUNA Certified Financial Counselor Part 2 eSchool
Finance Eschool
October 8 CT Forecasting and Budgeting Approaches webinar
Finance Webinar
October 13 CT Controlling Living Expenses - Part 2 webinar
Finance Webinar
October 13 & 22 CT ACH Origination webinar series
Compliance Webinar
October 15 CT Determining Loan Losses and Strategic Decisions webinar
Finance Webinar
October 20 CT Why People Act The Way They Do About Money - Part 1 webinar
Finance Webinar
October 21 Collections & Bankruptcy Update
Columbus, Ohio
Lending School / Conference
October 22 CT Advanced Financial Ratios webinar
Finance Webinar
October 22–December 17 CUNA Financial Management eSchool - Part 2
Finance Eschool
October 27 CT Why People Act The Way They Do About Money - Part 2 webinar
Finance Webinar
October 29 CT Advanced Asset-Liability Management webinar
Finance Webinar
November 2015 Go to top
November 3 CT Insurance webinar
Finance Webinar
November 5 CT Advanced Financial Management Analysis and Problem Solving webinar
Finance Webinar
November 10 Regulatory Compliance Update
Columbus, Ohio
Compliance School / Conference
November 10 CT Taxes and Investment Basics webinar
Finance Webinar
November 12 CT Balance Sheet Earnings webinar
Finance Webinar
November 17 CT Personal Financial Preparedness webinar
Finance Webinar
November 19 CT Identify Interest Rate and Market Risks webinar
Finance Webinar
November 24 CT Retirement webinar
Finance Webinar
December 2015 Go to top
December 3 CT Liquidity and Funding Risk webinar
Finance Webinar
December 7 CT Money Mission Demo - Online Financial Literacy Game webinar (12-07-2015)
Marketing & Business Development Webinar
December 10 CT Forecasting and Strategically Planning for Long-Term Growth webinar
Finance Webinar
December 17 CT Managing Credit Risk webinar
Finance Webinar