Partner Library

Partner LibraryLearn Best Practices from Industry Experts

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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 Time Management for Credit Union Leadership (Webinar) (December 15, 2016)
This session reviews “best practices” about making the most of your work day, how to make better use of your time, and achieve business goals.
 New Opportunities In international Payments (Webinar) (November 10, 2016)
Expert presenter, Jorge Jimenez, will talk about the new opportunities available to credit unions in international payments. During this session, Jorge will demonstrate how credit unions can not only capitalize on International ACH, foreign checks, and cash, but also better manage the implementation and the associated compliance aspects.
 Use Marginal Cost of Funds Analysis to Evaluate Funding Strategies (Webinar) (November 8, 2016)
During this webinar, FHLBank Des Moines will review tools and processes that will help you assess your marginal cost of funds and compare them to other funding benchmarks in a variety of strategic situations. Several case studies will be employed that will include situations involving the raising of new shares and defensive strategies aimed at replacing shares that are in danger of being lost to your competitors.
 Avoid Common Underwriting Errors (Webinar) (November 1, 2016)
The best way to avoid making the most common underwriting errors is to know what they are. This session will provide you with that information. It includes feedback from many sources, including seasoned underwriters and file reviewers.
 Charitable Foundations: Getting Started (Webinar) (October 27, 2016)
Many credit unions are considering creating a charitable foundation as a way to provide institutional structure for their giving program. However, there are several preformation decisions to be made to be compliant with various federal and state laws.
 Deploy Personalized Video to Enhance Digital Engagement (Webinar Case Study) (October 19, 2016)
Join Allied Solutions in their Digital Engagement Series where industry experts will illustrate case studies on how credit unions can utilize a personalized video marketing strategy to take your member engagement to the next level. 
 Optimizing Your Debit Card Portfolio (Webinar) (October 11, 2016)
Do your contracts with debit card providers have the right structure and fees for your credit union? Let debit card contract and credit union expert, Bob Koehler explain the Durbin Effect, the impact PINLess Authorization has on debit cards, and the impact of Mobile Wallets.
 Part 3 – ERM Strategy for Credit Unions (Podcast) (October 5, 2016)
In the last instalment of the podcast series, “A 360 View of ERM,” Devon Lyon, Director of Education for NAFCU, asks expert presenter Bill Hord, Vice President of Enterprise Risk Management Services for Quantivate, tactical questions credit unions need to know in order to implement an ERM program structure strategically and successfully.  
 Shut the Door on Fraud Part II- Examining Documentation (Webinar) (October 4, 2016)
During this session, expert presenter MaryKay Scully, MaryKay Scully, Director of Customer Education at Genworth Mortgage Insurance, will teach you how to hone your fraud detection skills and improve your proficiency at reviewing income, asset, property, and other loan documentation for signs of potential fraud.
 Digital Engagement Series Part 2: Personalized Video Marketing (Webinar) (September 29, 2016)
Join Allied Solutions for the second part of their Digital Engagement Series where industry experts will breakdown how your credit union can utilize a personalized video marketing strategy to take your digital engagement tactics to the next level.
 Shut the Door on Fraud Part 1: Schemes, Red Flags and Best Practices (Webinar) (September 28, 2016)
Join MaryKay Scully, Director of Customer Education at Genworth Mortgage Insurance, as she identifies common fraud trends and schemes, the red flags that alert you to potential fraud, and the tools available to help your credit union combat fraud.
 Executive Benefits: Plan Overview and Strategies (Webinar) (September 22, 2016)
With three out of ten credit union executives set to retire in the next five years, there is a recruiting frenzy taking place. Current CEOs, as well as other senior management executives, are being recruited into these positions. During this session, learn the pros and cons of nonqualified benefit plans (457, Split Dollar, Bonus) and how to combine the best features of each to achieve your goals.
 Funding Strategies for a Fluctuating Market (Webinar) (September 21, 2016)
During this webinar, FHLBank Atlanta Relationship Managers Dan Brenton and Todd Wacker will explore the implications of the current interest rate and competitive environments, including the top balance sheet management challenges facing shareholders.  
 Differentiate Your Credit Union By Leveraging Existing Technologies (Webinar) (September 20, 2016)
During this informative presentation,  Geezeo’s Aaron Junod will walk you through the technology available to credit unions and how you can take advantage of products, while still gathering actionable data about your members.
 OmniDirectional Disruption: Which Way is Up? (Webinar) (September 13, 2016)
During this session, Mick Oppy, Vice President, FI Core Products for Vantiv, will explain the ways your credit union can navigate and thrive during this period of OmniDirectional disruption by adapting to what may be the new norm.
 Connecting Generations of Credit Union Members through Financial Planning (Webinar) (September 8, 2016)
Join Money Concepts' expert presenters as they demonstrate how offering holistic financial planning services will deepen current member relationships and attract additional family members too— as many as four generations in the same family.
 Part 2 – How to Create a Successful ERM Program (Podcast) (September 8, 2016)
During this 25-minute podcast, industry expert Bill Hord, Vice President of Enterprise Risk Management Services for Quantivate, joins Devon Lyon, Director of Education for NAFCU, and breaks down the steps your credit union should take to properly determine, assess, and prepare for risks when evaluating the best ERM program for your organization.  
 Consumer Spending Patterns: What Credit Unions Need To Know (Webinar) (September 1, 2016)
Learn how aggregated transaction data, analytics, and algorithms will help your credit union better understand your members’ needs. This session provides analysis into consumer spending patterns overall, by region, channel, and sector.
 How To Build A Third Party Cyber Risk Management Program (Webinar) (August 24, 2016)
With regulatory pressure and competition increasing, mitigating the cyber risk posed by third parties is essential for credit unions to successfully serve their member base.  However, third party cyber risk management does not have to be a costly endeavor. During this session, Jake Olcott, VP of Business Development at BitSight, offers tips, techniques, and tools you can leverage to make it an efficient and cost-effective process for your credit union. 
 Protecting Your Members’ Most Important Investment (Webinar) (August 18, 2016)
For your members, the dream of owning a home is still alive. They work hard to make their monthly mortgage payments. But what if the unexpected happens? Will they be prepared? During this session, find out how your credit union can help your members.