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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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 Total Loss Accidents Up 20%, How Does this Impact your Lending Portfolio (Webinar) (August 24, 2017)
Allied monitors over one million car loans a month. Join our expert, Anne Holtzman, during this webinar as we share key findings from market data about total loss accidents, distracted driving, and lower gas prices and how these lead to opportunities or pitfalls for your credit union.
 Benefit Liability Management 101 (Webinar) (August 17, 2017)
Benefit Liability Management isn’t a new concept in the credit union industry, yet many are unsure of what it means. Before implementing benefit liability management, several key questions must be considered. While there is no right or wrong answer, it’s important to note that each credit union must carefully decide what’s appropriate for their particular situation and their membership.
 Connecting Generations of Members through Financial Planning Services (Webinar) (August 9, 2017)
Over the next 30 years, there will be an epic transfer of wealth, over 30 trillion dollars.  How will this impact your credit union, and more specifically, the financial planning or investment services offered by your credit union?  Can this transfer help you to attract members from the Generation X and Millennial generations?
 The Convenience Economy: How Members are Driving Innovation and Changing Your World (Webinar) (August 8, 2017)
Member experience is the new differentiator. You need to continually bring more value and instill trust to increase loyalty. Listen as Paul Timm, VP of Marketing for NAFCU Services, discusses how credit unions can avoid the convenience switch and make your offering stickier with Mick Oppy, VP of Financial Institution Products at Vantiv.
 Fraud in 2017: What's Hiding Behind the Curtain (Webinar) (August 3, 2017)
Allied took to the field to talk with credit union leaders about what's hiding behind the curtain when it comes to fraud. During this session expert fraud leader, Ann Davidson, breaks down what the bad guys have been up to the first half of 2017, so you can see beyond the curtain and prepare for the latter of the year.
 HSAs -The Medical IRA (Webinar) (August 1, 2017)
The annual NAFCU/BFB Gallagher Executive Compensation and Benefits Survey is the trusted source for comprehensive data on credit unions of all asset sizes, coast-to-coast.
 How To Win Over Your Feature-Centric Members (Podcast) (July 27, 2017)
Member experience is the new differentiator. You need to continually bring more value and instill trust to increase loyalty. Listen as Paul Timm, VP of Marketing for NAFCU Services, discusses how credit unions can avoid the convenience switch and make your offering stickier with Mick Oppy, VP of Financial Institution Products at Vantiv.
 NAFCU/BFB Gallagher 2017 Executive Compensation Survey Report (Webinar) (July 27, 2017)
The annual NAFCU/BFB Gallagher Executive Compensation and Benefits Survey is the trusted source for comprehensive data on credit unions of all asset sizes, coast-to-coast.
 Shut the Door on Fraud Part I: Scams, Schemes Documentation Review (Webinar) (July 25, 2017)
Expert presenter, MaryKay Scully, will identify 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.
 Financial Education Fuels More Active Members (Webinar) (July 18, 2017)
In today’s fast-paced ‘always on’ digital age it can be difficult to capture your members attention. If you are looking for a better way catch your members’ attention and get them to participate with more products and services, look no further than online personal financial education. 
 FinTech- Friend or Foe (Webinar) (July 12, 2017)
We know that disruption is occurring in financial services, but with all the hype in the market, it can be hard to know how to respond. Are these startups disruptors or potential partners? What do fintech startups mean for credit unions? Join Brian Kaas, managing director of CMFG Ventures, as he discusses fintech trends and key insights they have learned since starting the fund last year.
 Understanding the Risk Associated with Uninsured Loan Collateral Part 2 (Podcast) (July 6, 2017)
Paul Timm, Vice President of Marketing, NAFCU Services, and Cindy Bryant, Senior Vice President & Risk Management Consultant, Allied Solutions, take a behind the scenes look at Collateral Protection Insurance (CPI) programs and how technological improvements to the insurance monitoring component mitigate uninsured loan exposure and enhance members' experience.
 Is Asset Management Worth the Fuss? (Webinar) (June 29, 2017)
With the cost of healthcare and other employee benefits on the rise, investment portfolios may be an appropriate solution, but what questions should credit unions be asking? This presentation will focus on the ins-and-outs of investment portfolios, as well as the regulatory landscape and due diligence requirements that should be top-of-mind when considering these types of investments.
 The Scary Truth About Cyber Risk and Fraud (Webinar) (June 27, 2017)
This session will help you learn what you need to know to combat the growing risk of internal and external cyber risk that may impact your credit union and its members. The solutions presented in our webinar will help your financial institution get ahead of the curve and manage fraud risk in a strategic and proactive way.
 Appraisal Underwriting - Part 2 Focus on the Sales Comparison (Webinar) (June 21, 2017)
Learn about current issues surrounding the sales comparison section of the Uniform Residential Appraisal Form.
 Understanding Your Potential & Influencing Behaviors Using Financial Data (Podcast) (June 15, 2017)
Data analytics allows you to drive revenue, understand consumer behaviors, control costs, and mitigate risks. It’s time for credit unions to make data actionable. During this podcast, Paul Timm, VP of Marketing for NAFCU Services, and Mick Oppy, VP of Financial Institution Products at Vantiv, discuss how to pull business value out of data.
 Understanding the Risk Associated with Uninsured Loan Collateral Part 1 (Podcast) (June 13, 2017)
Paul Timm, Vice President of Marketing, NAFCU Services, and Cindy Bryant, Senior Vice President & Risk Management Consultant, Allied Solutions, take a behind the scenes look at Collateral Protection Insurance (CPI) programs and how technological improvements to the insurance monitoring component mitigate uninsured loan exposure and enhance members' experience.
 The Mobius Loop and Wealth Management (Podcast) (June 9, 2017)
In the first installment of our four-part podcast series with Money Concepts, Paul Timm, Vice President of Marketing for NAFCU Services, sits down with industry expert Michael Thompson, the National Director of Sales for Money Concepts. They discuss how a Mobius loop applies to wealth management and what the means for credit unions.
 Best Practices for Credit Union Vendor Contract Negotiations Part 2 (Podcast) (June 1, 2017)
In the second installment of our two-part podcast series with Strategic Resource Management, Paul Timm, Vice President of Marketing for NAFCU Services, sits down with industry expert Russ Bourne, Executive Vice President for Strategic Resource Management. They discuss important best practices for navigating your vendor contract negotiations including the renewal process and how to effectively utilize RFPs to your credit union's advantage.
 Credit Union CEOs Learn What Your Boards Want From You (Webinar) (June 1, 2017)
At the NAFCU Board of Directors and Supervisory Committee Conference, BFB Gallagher explored how enhanced board governance can help board members respond to changes in their "job description." They are tasked with balancing their fiduciary duty while responding to changes in technology, your membership demographic, regulatory compliance, and more.
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