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NAFCU Services Preferred Partners work with credit unions on the front lines every day. Here they provide free educational webcasts, webinars, podcasts, and whitepapers to help credit unions grow and be more productive.

Search the NAFCU Services Preferred Partner Library—where credit unions learn best practices from the industry’s most trusted providers.

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 HSAs, IRAs, & Millennials: A New Generation Presents New Opportunities (Webinar) (September 8, 2015)
When you consider that in ten years, 75% of the U.S. workforce will be made up of Millennials, it’s not hard to imagine the impact that they will have on tax-favored savings vehicles like HSAs & IRAs. Join us to learn more about how to adjust your credit union’s thinking to prepare for the Millennial wave in your membership and your own credit union staff.
 Build Leadership Capacity with CEO and Chair Executive Coaching (Webinar) (September 2, 2015)
In this webinar, learn about the different types of Chair and CEO Executive coaching, pitfalls of coaching, how to contract with a coach, how to assess ROI and be sure that coaching is the right path, and the role of your manager and direct reports in coaching.Coaching case studies and guidelines to include in your own professional development plan will be shared.
 Boost Digital Engagement with Financial CalCUlators for Your Credit Union (Webinar) (August 27, 2015)
In this webinar, you’ll learn about how Financial CalCUlators–powered by CULookup.com can provide a significant added value for your members, extend your credit union’s reach, and reate a channel to attract new members. Financial CalCUlators—powered by CULookup.com were developed specifically for credit unions and their members. Financial CalCUlators are available to all credit unions at an affordable price and are provided free of charge to NAFCU members.
 Executive Benefits: Plan Servicing and Administration (Webinar) (August 25, 2015)
This webinar explores what you should look for in the service and administration of your executive benefit plans. You’ll learn how to evaluate your current or potential provider. Attendees will receive helpful checklists to streamline their evaluation.
 Calculating Qualifying Income for a Self Employed Partner, LLC Member or S-Corporation Shareholder (Webinar) (August 20, 2015)
Learn to calculate an applicant’s qualifying income when they file a K1 from a 1065 Partnership Return or a 1120S Corporate Return. A cash flow analysis will be done on both the personal & business returns along with a solvency and liquidity calculation for the business.
 Engagement Banking: Enriching Your Members' Digital Experience (Webinar) (August 19, 2015)
Engagement banking helps your credit union enhance member service and loyalty, while achieving growth with technology-powered services and tools. Learn about the culture of “engagement banking” and how your credit union can embrace and leverage data, while empowering your members.
 The Naked Truth about Your Members and Identity Theft (Webinar) (July 30, 2015)
Most Americans would choose a nude photo scandal over experiencing identify theft, according to a recent study from MasterCard. Join us for this webinar as our expert presenter takes you through the identity theft landscape, consumer insights, and MasterCard’s ID Theft Solution including program features and benefits and how to take advantage of the program.
 2015 NAFCU-BFB Executive Compensation and Benefits Survey (Webinar) (July 23, 2015)
The NAFCU–BFB survey helps credit unions make informed decisions about recruiting, rewarding, and retaining its leadership. This webinar explores the key findings of the 2015 survey and how to use the results.
 Best Practices for Preventing and Responding to Account Takeovers (Webinar) (July 16, 2015)
Learn how your credit union can develop a holistic approach to preventing, managing, and responding to various types of account takeover fraud, such as wire/ACH fraud.
 Calculating Qualifying Income for a Self Employed Sole Proprietor and Landlord (Webinar) (July 1, 2015)
Learn to calculate a Self Employed borrower’s income when they file a Sole proprietor (Schedule C) and when an applicant files a Schedule E from rental property activity.
 Loyalty, Rewards, and the Member Experience (Webinar) (June 16, 2015)
An effective loyalty and rewards program is essential for both acquiring and retaining member cardholders, as well as increasing card usage. MasterCard Rewards has introduced a turn-key activation and usage tool to help your credit union maintain top-of-wallet status.
 Building Your Credit Union's Board of the Future (Webinar) (June 10, 2015)
Get guidelines and steps to advance the value of your board, learn the steps other credit unions are taking to recruit and renew board members, and gather best practices from live case studies.
 Get Sticky with Holistic Wealth Management Services (Webinar) (June 9, 2015)
Understand better what your members need and want, learn how holistic wealth management services will add stickiness to your member relationships, and increase non-interest income and build a successful and profitable service.
 
 Cracking the Code on Health Savings Accounts for Your Members (Part 1) (Blog Post) (June 2, 2015)
In this two-part series, we’re going to expand your knowledge about the various aspects of health savings accounts (HSAs) and the benefits available for your credit union members. HSAs can do more than most people realize and there are an abundance of myths and misconceptions out there about them.
 Biometrics: Enhancing Member Experience and Security (Webinar) (May 28, 2015)
Biometrics, authenticating individuals using unique identifiers such as fingerprints and facial features, is an area you will continue to hear more about, especially as mobile technology continues to advance at rapid speed. Is it possible that some form of biometrics can help deliver an advantageous solution for your credit union?
 Introduction to the New TILA-RESPA Integrated Disclosure (TRID) (Webinar) (May 27, 2015)
This webinar will provide you with an introduction to the new TILA-RESPA Integrated Disclosure (TRID), which is replacing the standard disclosure forms known as the Good Faith Estimate (GFE), Truth in Lending and HUD-1.
 Executive Benefits: The Dos and Don’ts of Vendor Selection (Webinar) (May 21, 2015)
Executive benefit plans have the power to recruit, reward, and retain your leadership team. Now that you’ve decided to implement these plans, how do you find the best vendor to help you achieve your goals? Beyond client lists and references, find out what you really need to know.
 Assessing Vendors Using the NIST Cybersecurity Framework (Webinar) (May 13, 2015)
Learn about assessing vendors using the National Institute of Standards and Technology (NIST) Cybersecurity Framework. This webinar addresses vendor due diligence, security controls, and NIST cyber security framework, as well as using the framework to perform reviews, and leveraging the results for IT risk assessment.
 Top Authentication and Identification Methods to Protect Your Credit Union (Webinar) (May 7, 2015)
Hear from credit union risk experts Ann Davidson, VP of Risk Consulting at Allied Solutions and Tammy Behnke, Credit Union Program Executive at ProSight Specialty Insurance about proper methods of authentication and identification for your credit union.
 Compensation and Severance Plan Rule Changes May Impact Your Credit Union (Blog Post) (May 4, 2015)
After almost eight years and several false alarms, the IRS may finally issue the new Section 457(f) regulations addressing nonqualified deferred compensation plans and severance plans. Two IRS attorneys speaking at separate events have expressed hope that the regulations will be released by this summer.
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