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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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 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.
 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.
 Attracting and Retaining Executive Talent with Fair and Reasonable Compensation (Webinar) (April 28, 2015)
Executive benefit plans are a critical tool in recruiting, rewarding, and retaining your leadership team. A key concept in designing these plans is “fair and reasonable.” As expected, the NCUA has rules regarding fair and reasonable compensation. This webinar provides an overview of these rules and how to successfully navigate them to recruit and retain your leadership team. You will also learn the Board’s role in this process.
 Understanding Credit Reports and Credit Scoring (Webinar) (April 22, 2015)
Discover who prepares the credit  report, what information is included, where the information comes from, and the different types of available reports.
 Leveraging Portfolio Optimization to Enhance Member Service (Webinar) (April 21, 2015)
Many credit unions are looking for tools to increase non-interest income while building member loyalty and continuing to deliver highly valued products and services. MasterCard recognizes this need and has developed this session specifically with your needs in mind. 
 Driving Credit Union Engagement with Gen Y – Part 3 (Webinar) (April 8, 2015)
As competition in the financial services industry continues to squeeze net interest margins and product penetration rates - the only sustainable path to your credit union's growth is to become the leading source of financial products, services and advice for younger members.
 Financial Literacy (April 1, 2015)
Leading up to, and during the month of April, we are especially proud to highlight your NAFCU Preferred Partners who are supporting credit unions and their members with helpful and innovative financial literacy resources.
 Wolters Kluwer Credit Union Update (April 2015) (April 1, 2015)
For TILA-RESPA changes, our experts have identified over 400 regulatory citation changes that impact credit unions’ documents, processes, policies and procedures in order to meet requirements (see TILA RESPA Resource Center). Our proactive approach not only helps ensure that credit unions will be in compliance, but are positioned to make the right decisions with confidence so they can focus on growing their businesses safely and profitably. 
 Shut the Door on Fraud Part II: Examining Documentation (Webinar) (March 26, 2015)
Hone your fraud detection skills and improve your proficiency at reviewing income, asset, property and other loan documentation for signs of potential fraud.
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