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The following workshops are available to chapters and/or to individual credit union on a customized basis.
- Account Regulations – 2 hours
- Advertising Regulations – 1.5 hours
- The Bank Secrecy Act/OFAC/Patriot Act – 3 hours
- Board of Directors - Duties & Responsibilities – 1 hour
- Building Membership – 1.5 hours
- Business Accounts – 2 hours
- Call Reports – 1 hour
- Check 21 – 1 hour
- Collection Regulations – 2 hours
- Disaster Preparedness – 6 hours
- Employment Regulations – 2 hours
- Financial Planning for Young People – 1.5 hours
- Identity Theft – 1.5 hours
- IRAs for Staff – 2 hours
- IRAs for Your Members – 1.5 hours
- Lending Regulations – 3 hours
- Marketing – 1.5 hours
- NCUA Insurance Coverage – 1 hour
- Power of Attorney – 1.5 hour
- Privacy – 1.5 hours
- Retirement Planning – 5 hours
- Risk-Based Lending – 1.5 hours
- Sales Strategies – 1.5 hours
- Security – 2 hours
- Supervisory Committee - Duties & Responsibilities – 1 hour
- Truth-in-Savings – 2 hours
- UCC 9 – 1 hour
- Website Compliance – 1 hour
- Wills, Trusts, & Estates – 2 hours
Each attendee receives their own copy of the materials and the entire group receives a professional presentation of the program at a your choice of location. Additional programs can be developed to meet more specific training needs.
For information and pricing of a workshop, contact Bill Berg via email or phone 800.342.1266 ext. 1028.
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