Distance Learning

Distance Learning is a series of interactive teleconference seminars designed specifically for credit union staff and management. These low cost, user-friendly programs are designed to provide participants with quality, need-to-know information in a cost- and time-effective manner.

You and your credit union staff can receive vital training without leaving the office. Instead, you can participate in quality in-house training by industry experts via a telephone conference call.

Prior to the conference, you will receive a special instruction sheet outlining the dial-in procedures, your PIN number, a special toll-free telephone number, your handout material, and an evaluation form.

On the day of the conference, gather all the attendees around the speakerphone and enjoy the conference!

2008 Schedule

January

January 8:  A Look at Thieves from Within (Barry Thompson) $189

January 9:  Dealing with Power of Attorney Documents (Elizabeth Fast) $189 or $219 w/ CD

January 10:  Reg CC (Ken Otsuka) $189

January 10:  Basic Cross-Selling Skills $189 or $219 w/CD

January 16: Cross Selling (Nicolette Lemmon) $189

January 16: Credit Unions and Payments Fraud 2008 (Lee Wetherington) $189 or $219 w/ CD

January 24:  Director's Series #1:  Risk Assessment Audits $189

January 24:  Credit Union Advocacy (Amy McLard) $189 or $219 w/ CD

January 29:  BSA (Janet Stutz-Cleven) $189

January 30:  Opening Deposit Accounts Online:  Risk, CIP and CDD Issues (Debbie Crawford) $189 or $219 w/ CD

February

February 6:  Serving Members of Modest Means (Ed Swanson) $189

February 7:  Advanced Cross-Selling ($189)

February 12:  The Great Demographic Divide (Joe Sullivan) $189

February 13:  Collecting From Past Due Members (Greg Souther) $189 or $219 w/CD

February 13:  Opening New Accounts ($189)

February 21:  Safe Deposit Compliance Update (Dave McGuinn) $189

February 21:  IT Risk Assessment (Dr. Kevin Streff) $189 or $219 w/ CD

February 21:  Board Governance (Rosie Holub) $189 or $219 w/CD

February 25:  Growing Auto Loans 10% a Year Without Indirect Lending (Brett Christensen) $189

February 27:  Understanding Endorsements (Debbie Crawford) $189 or $219 w/ CD

March

March 5:  Embracing Your Hispanic Market (Deb McLean) $189

March 11:  Phone Collection Techniques (David Reed) $189

March 12:  Credit Unions and the Reverse Mortgage (Dan Mitchell) $189 or $219 w/ CD

March 13:  Preventing Check Fraud $189 or $219 w/CD

March 14:  Writing a Red Flag Policy Mandatory Compliance Date 11/1/08 (Ann Brode) $189 or $219 w/CD

March 19:  Medical Leave for Small CUs (Lynn Esp) $189

March 19:  The BSA New Member interview: Due Diligence and CIP $189 or $219 w/CD

March 26:  Document Retention and Destruction (Elizabeth Fast) $189 or $219 w/CD

March 27:  Phishing, Pharming & More, Oh My! (Susan Orr) $189

March 27:  Preventing Elder Fraud $189 or $219 w/CD

April

April 1:  Expense Control (Rory Rowland) $189

April 9:  Reg CC $189 or $219 w/CD

April 9: Health Savings Account Update (Debbie  Crawford) $189 or $219 w/ CD

April 10:  Understanding Your Communication Style $189 or $219 w/ CD

April 16:  Regulator Hot Buttons for IT Security (Dr. Kevin Streff) $189 or $219 w/CD

April 17:  Call Center Skills (Rosie Holub) $189 or $219 w/ CD

April 29:  Head Teller/Teller Supervisor:  Developing Teller Performance (Ann Brode) $189 or $219 w/CD

April 29:  EEO-1 Reports (Anthony Pickell) $189

April 30:  Intro to Credit Unions (Penny Giles) $189

May

May 6:  Using the Telephone for Fun & Profit (Lenann McGookey Gardner ($189)

May 7:  Business Etiquette $189 or $219 w/CD

May 7:  SARs and Law Enforcement (Debbie Crawford) $189 or $219 w/CD

May 14:  ACH Fundamentals and More (Shelly Simpson) $189

May 14:  Fraudulent Cashier's and Official Checks:  Detection, Protection & Risk (Elizabeth Fast) $189 or $219 w/CD

May 21:  ALM (Debbie Rightmeier) $189

May 21: Checklist for Complying with FACT Act Red Flag Rules Mandatory Compliance Date 11/1/08 (Greg Souther) $189 or $219 w/CD

May 22:  The Credit Union Difference (Amy McLard) $189 or $219 w/CD

May 29:  Membership Retention In a Gen Y World (Nancy Pierce) $189

May 29:  Deposit Documentation and Account Titling (Ann Brode) $189 or $219 w/CD

June

June 4: Marketing in a Click Click World (Ginny Petru) $189

June 10:  Identity Theft (Ken Otsuka) $189

June 10:  Basic Employment Compliance (Monica Burnett) $189 or $219 w/CD

June 11:  Understanding the Allowance for Loan and Lease Losses (ALLL) (Andy Mcinhold) $189 or $219 w/CD

June 12:  Director's Series:  Volunteer Duties and Responsibilities $189 or $219 w/CD

June 17:  Risk Based Lending (Ed Swanson) $189

June 19:  Opening Fiduciary Accounts (Debbie Crawford Stone) $189 or $219 w/CD

June 19:  Handling Difficult Member Situations $189 or $219 w/CD

June 23:  Sustaining Loan Growth Thru Innovation (Brett Christensen) $189

June 25:  Complying with E-Records and E-Signature Rules (Elizabeth Fast) $189 or $219 w/CD

June 25 :  STAR Series:  Introduction to Credit Unions (S1304) $189 or $219 w/CD

July

July 1:  Employee Record Keeping (Lynn Esp) $189

July 9:  Teller Regs (Penny Giles) $189

July 9:  Improving Employee Attitudes $189 or $219 w/CD

July 10:  Reporting Your Credit Data:  EOSCAR and Federal Compliance (Gret Souther) $189 or $219 w/CD

July 16: Robbery Awareness (Bank A.P.E.) $189

July 17:  Opening Minor Accounts (Debbie Crawford Stone) $189 or $219 w/CD

July 22:  Auto Lending Profitability (Tim Marriott) $189

July 22:  Recruitment & Hiring Issues (Monica Burnett) $189 or $219 w/CD

July 23:  STAR Series:  Member Relations (S020) $189 or $219 w/CD

July 30:  Granting, Documenting and Monitoring CTR Exemptions (Jennifer McCollough) $189 or $219 w/CD

July 31: Youth Marketing-Next Generation (Deb McLean) $189

August

August 6:  Time Management Skills $189 or $219 w/CD

August 7:  Conducting a Risk-Based Compliance Audit (Ann Brode) $189 or $219 w/ CD

August 7:  Reg Z (Rob Rutkowski) $189

August 12:  Increasing Non-Interest Income (Rory Rowland) $189

August 12:  Handing Difficult Employee Situations (Monica Burnett) $189 or $219 w/CD

August 14:  Check Fraud and Forgeries $189 or $219 w/CD

August 14:  Reg CC and Check Holds (Debbie Crawford) $189 or $219 w/CD

August 14:  HR/Transitioning to Supervisor (Sonya Sugg) $189

August 20:  Pay Day Lending Solutions (Lois Kitsch) $189

August 26:  Decedent Accounts (Carol Bertoux) $189

August 27:  Reading and Understanding Personal Tax Returns:  Schedules B, C and D (Tim Harrington) $189 or $219 w/CD

September

September 4:  Retaining & Expanding Relationships w/Members (Chuck Wilson) $189

September 4:  Countdown to Identity Theft and Red Flags Program: Are you ready? (Debbie Crawford) $189 or $219 w/CD

September 9:  Plastic Card Fraud (Brian Fisher) $189

September 10:  Reading and Understanding Personal Tax Returns:  Schedules E and F (Tim Harrington) $189 or $219 w/CD

September 11:  Member Service Excellence $189 or $219 w/CD

September 17:  Fair Lending Pitfalls (Jennifer McCollough) $189 or $219 w/CD

September 17:  Compliance Assistance with Information Security Risks (Tom Glanville) $189

September 18:  Account Administration (Carol Bertoux) $189

September 24:  Post Judgment Collections (Rob Rutkowski) $189

September 25:  STAR Series:  Security (S030) $189 or $219 w/CD

September 25:  OFAC and BSA:  Making the Compliance Connection (Debbie Crawford) $189 or $219 w/CD

September 25:  Event Planning (Liz Adams) $189 or $219 w/CD

September 30:  Internet Security (Dean Marshall) $189

October

October 8:  Does Your Website Stink? (Spider Squad) $189

October 8:  Kiting:  Detection and Prevention (Bev Licata) $189 or $219 w/CD

October 15:  Check Fraud (Steve Janiszewski) $189

October 15:  Blueprint for an Information Security Program (Dr. Kevin Streff) $189 or $219 w/CD

October 16:  Credit Union Orientation $189 or $219 w/CD

October 21:  BSA (Janet Stutz-Cleven) $189

October 23:  Robbery:  Frontline Protection & Planning (The Rechel Group) $189

October 29:  Signature Cards and Account Agreements (Debbie Crawford) $189 or $219 w/CD

October 30:  Nuts & Bolts of Bankruptcy (David Reed) $189

November

November 5:  Disaster Recovery & Business Continuity (Jeff Rendell) $189

November 5:  Dealing with Return Items (Wendy Wishon) $189 or $219 w/CD

November 12:  Handling Right of Set Off (Elizabeth Fast) $189 or $219 w/CD

November 13:  Money Laundering (Neil Pertell) $189

November 13:  Directors Series:  Director Liability $189 or $219 w/CD

November 13:  Robbery Prevention $189 or $219 w/CD

November 18:  CU Financials for Staff (Bob Larson) $189

November 19:  Opening Business Accounts (Debbie Crawford) $189 or $219 w/CD

November 20:  Preparing for Your IT Security Exam (Susan Orr) $189

December

December 2:  Reg B (Rob Rutkowski) $189

December 3:  Regulation E Compliance and Error Resolution (Jennifer McCollough) $189 or $219 w/CD

December 8:  Lending to Young Adults/Hispanics (Brett Christensen) $189

December 10:  Share Certificates & CDs:  Compliance, Signature Cards & Disclosures (Debbie Crawford) $189 or $219 w/CD

December 11:  The Leadership Secrets of Santa $189 or $219 w/CD

December 17:  Conducting an Independent BSA Audit (Ann Brode) $189 or $219 w/ CD

December 18: Fraud Trends and Prevention $189 or $219 w/CD