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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 Guide For A Successful Online Banking Conversion (Webinar) (December 20, 2016)
During this session, presenters breakdown specific and real-life case studies of successful online banking conversions. They then explain step-by-step ways your credit union can implement these proven success strategies. 
 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.
 Executive Benefits: Getting Ready for an Exam (Webinar) (December 14, 2016)
Don’t wait until the examiners are onsite — get your nonqualified benefits program in shape before your next exam. In this webinar, expert presenter Rob Fitzgerald shares lessons learned and proactive strategies for remaining compliant based on BFB Gallagher's experience implementing thousands of participant plans and working with examiners across the country.
 Top Risk Concern: Merchant Data Breaches (Webinar) (December 8, 2016)
Merchant data breaches remain the top concern among credit unions, according to NAFCU’s latest Economic & Credit Union Monitor Survey. Join expert presenter Ann Davidson as she discusses best practices your credit unions can implement to help address and combat these merchant data breaches (including card fraud at ATMs) now and beyond in 2017. 
 Conflict of Interest Rules: The Effects on Credit Unions (Webinar) (November 16, 2016)
The new Department of Labor Conflict of Interest Rules implementation in April 2017 represents a sea of change for the financial services industry—including credit unions. Get an up-to-date view of the new rules at a high level with an emphasis on the big picture, strategy, and what questions your credit union should be asking.


 Mortgage Insurance Can Make A Member’s Head Spin (Podcast) (November 15, 2016)
Join Randy Salser, President of NAFCU Services, as he sits down with industry expert Ben Weismer, Mortgage Payment Protection Senior Product Manager for CUNA Mutual Group, and learn about common misperceptions members could have about insurance for mortgages and how this could lead to falling behind on payments because your members thought they had coverage. 
 2016 Regulatory & Risk Management Indicator (Whitepaper) (November 10, 2016)
What follows in this report are the overall result metrics of the Indicator as well as highlights of our findings.
 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.
 It’s Critical to Invest in Your Emerging Leaders Today (Podcast) (November 8, 2016)
Join Devon Lyon, Director of Education for NAFCU, and expert presenter Peter Myers, Senior Vice President for DDJ Myers, as they discuss why development of the next generation of leaders and establishing a leadership program plays an integral part of strategic succession planning and talent management strategy for credit unions.  
 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.
 Preparing for a Successful Digital Banking Conversion (Whitepaper) (October 26, 2016)
This report is intended to serve as a guide to an effective digital banking conversion/change management plan.
 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.
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