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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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Everyone is Talking About ATR and QM (Webinar) (September 9, 2014)
Attend this webinar to learn background information on the introduction of the new ATR and QM rules. Attendees will also gain valuable facts on how the new rules will affect the loan origination process.
Avoiding Common Underwriting Errors (Webinar) (August 5, 2014)
The best way to avoid making the most common underwriting errors is to know what they are. This webinar will provide you with this type of information. This webinar will also include feedback from many sources, including seasoned underwriters and file reviewers.
Self-Employed Borrower Case Study, Part 1: Completing the Form 91 with Personal Tax Returns (Webinar) (June 19, 2014)
Attend this webinar to learn to calculate supportable income for self-employed borrowers using tax returns and Freddie Mac's income analysis form.
Burns-Fazzi, Brock Executive Benefits Learning Series (Webinar Series) (May 22, 2014)
In the modern business climate, credit unions must recruit the best possible talent to compete in highly competitive markets. This webinar explores how credit unions of various asset sizes are using executive benefits to recruit, retain, and reward their top executives.
Creating Transformational Change Through Integration of SWOT and SOAR (Webinar) (May 13, 2014)
This webinar is the last in a series of strategic planning methodologies. Being intentional about your organizations’ strategic planning methodology is instrumental to creating a work place where each person adds value to the vision and strategy and both success and fulfillment are attainable.
Allied Growth and Innovation: Driving Member Engagement Series (Webinar Series) (May 7, 2014)
This webinar explores how to grow your members' relationship portfolio. Your goal should be more than five products per member. How do you grow your member portfolio to make this goal a reality?
Leveraging Insurance Products to Create Loyalty (Webinar) (May 6, 2014)
Learn how insurance creates a tenured relationship between a consumer and credit union, find out who is buying insurance, and the impact insurance has on retention.
Data Visualization: Best Practices for Credit Unions (Webinar) (May 1, 2014)
This webinar explains how data visualization will improve your bottom line and how to get started.
Consolidate AML and Fraud Prevention: Product Demonstration (Webinar) (April 24, 2014)
This is a product demonstration of PATRIOT OFFICER®, the most advanced BSA/AML/ATF/FRAUD solution that empowers credit unions to increase efficiency, eliminate risks and easily comply with the USA PATRIOT Act.
Hiring the Right Person for Your Credit Union: A Blueprint for Interviewing (Webinar) (April 23, 2014)
Hiring the right person for your credit union team is step one in building the foundation to achieve the vision and goals of the organization. This webcast identifies strategies to conduct interviews that comply with legal guidelines, utilize effective questions with candidates and evaluate candidates for person job fit.
Creating an Effective SWOT Analysis (Webinar) (April 22, 2014)

This is the second installment of the Strategic Planning Webinar Series. The Strategic Planning Webinar Series takes a deeper dive into utilizing these processes in your own organization.

Benefit Liability Management: Mitigating Expenses (Webinar) (April 17, 2014)
Benefit liability management is the collaborative process of reviewing existing employee benefit obligations and exploring the potential to offset and or mitigate the expense associated with such obligations. This webinar explores the methodology and regulations around benefit liability management.
Insuritas E-commerce Learning Series (April 17, 2014)
Your credit union has a web portal. You offer online banking. Web site visits are exploding. But, do you have a business plan for what your emails and digital experiences should be achieving with your members?
A Credit Union Owned Insurance Agency (Webinar) (April 16, 2014)
Gain a strategic overview of the issues involved in buying, building or outsourcing an insurance agency, examining capital, execution and reputation risk, and look at how these options are at work in actual credit unions.
Best Practices for Completing IRS Form 4506–T: Request for Transcript of Tax Return (Webinar) (April 15, 2014)
Attend this webinar to discover who prepares the credit report, what information is included, where the information comes from, and the different types of available reports.
How Do You Train Your Employees to Engage Members? (Webinar) (April 9, 2014)
In order to maximize member engagement, we need to look to those on our front lines. This webinar will focus on our valued employees and what you can do to prepare them to communicate with our members.
Uncover the Unknowns of Foreign Currency Exchange (Webinar) (April 8, 2014)
From the spot rate to the Bitcoin, from your local credit union branch to your member traveling in Europe, join Evan Shelan, CEO of, and Rachel Smith, Director of Strategic Alliances for a cultured glance into the world of foreign currency exchange.
National Financial Literacy Month is an Opportunity for Credit Unions (Blog Post) (April 3, 2014)
Because credit unions are a reliable and trusted source, they have the unique opportunity to educate their members about financial literacy. For expertise on where credit unions should focus this National Financial Literacy Month, we turn to our Preferred Partners.
Top 10 Payment Trends for 2014 (Webinar) (April 2, 2014)
Join Lorena Harris, head of the Vantiv Insights research program, and Ken Paterson, head of Research Operations at Mercator, as they discuss Consumer payment priorities, fears, and expectations.
Call Report Form and Instructions for Q1 2014 (Article) (March 31, 2014)
The NCUA recently issued its Call Report Form and Instructions for Q1 2014. The document answers several questions credit unions have had about reporting business-owned life insurance (BOLI) and split dollar life insurance arrangements used to fund employee benefits.