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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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 Become a Digital Advisor for Micro and Small Businesses (Webinar) (September 28, 2017)
Credit unions are uniquely positioned to help micro and small businesses thrive in their communities. Learn why digital-first engagement is important to businesses and leads to higher loan growth.
 What Matters Now: Insights from the Non-Member (Webinar) (September 26, 2017)
Understanding the unique profile and mindset of non-members, including under-engaged members, helps credit unions better attract and connect with this audience. During this session, CUNA Mutual provides an in-depth look at the lifestyles and attitudes non-members encompass and how credit unions can better engage with these potential members to meet their needs, challenge their misconceptions, and motivate them to consider making the switch. 
 Total Rewards for Credit Unions (Webinar) (September 21, 2017)
Human capital is the most important asset for any organization yet it is the most overlooked or undervalued. Using Total Rewards Optimization, you can align cost, core people strategy, competitive assessment, and employees need to create the best ROI for your credit union and the most value for your employees.
 Understanding the Auto Market: Get Into the Minds of Millennial Buyers (Podcast) (September 20, 2017)
Paul Timm, Vice President of Marketing, NAFCU Services, sits down with Allied Solutions' auto marketing specialist, Betty Seifu, to discuss and break down current buyer trends and competition in the auto space. Betty shares market analysis about millennial auto buyers and explains how their shifting buying habits, expectations and attitudes are impacting your credit union's auto lending initiatives.
 Now Everyone is Talking about HMDA (Webinar) (September 19, 2017)
This course reviews The Home Mortgage Disclosure Act (HMDA), including the New Rule, scheduled to begin January of 2018, and the data fields that have been added for reporting purposes.
 Dig Into the Root Causes of Fraud to Prevent Future Attacks (Webinar) (September 14, 2017)
How can your credit union more effectively keep the bad guys from coming back for more? During this session we will dig into the top fraud risks happening right now, and present ideas for unearthing the cause of these attacks. 
 Keeping Your Data Safe in the Modern Digital World (Webinar) (September 13, 2017)
Securing data at both user/application and backend data layers is crucial, as well as extending data governance policies to control the access to and use of big data. This presentation looks at these and similar issues around the proper management, security, and governance of big data.
 How to Better Serve Boomers and Their Money (Podcast) (September 5, 2017)
In the third installment of our four-part podcast series with Money Concepts, Paul Timm, Vice President of Marketing for NAFCU Services, and Barry Dayley, EVP of Money Concepts, discuss the challenges facing our Boomer generation and the best practices your credit union can employ to help your aging members.
 Insights into Millennial Saving and Retirement Attitudes (Webinar) (September 5, 2017)
Millennials make up the largest segment of today’s workforce. Which is why your credit union should care about what they are saying about retirement savings. Join Rich Rausser as he explores insights from Pentegra’s 2017 Millennial Saving Survey Report. The report, comprised of a survey and in-depth interviews, reveals savings and retirement attitudes, financial concerns and practical advice. Knowledge gleaned from this report can be put to use by Credit Unions when considering their retirement plan offerings as a way of attracting and retaining Millennials.
 Proper Accounting for BOLI and SERPs (Webinar) (August 30, 2017)
This webinar digs into the details of proper accounting methods for Business-Owned Life Insurance (BOLI) and Supplemental Executive Retirement Plans (SERPs). In addition to call report treatment, we look at what servicing questions you need to ask. We will also review red flags to keep the regulators happy. This webinar is geared toward CFOs, the accounting team, and those with financial reporting responsibilities.
 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.
 Shut the Door on Fraud Part II: Examining Documentation for Fraud (Webinar) (August 22, 2017)
Expert presenter, MaryKay Scully, shares insights on 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.
 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.
 What SSAE18 Changes Mean for Credit Union Risk Management Strategies (Webinar) (August 16, 2017)
The new SSAE 18, which took effect May 1, 2017, clarifies requirements for fourth-party risk management and monitoring controls. Join us as we explore the background and history of the new SSAE 18 and have an in-depth explanation of the changes.
 360 Degree Approach to Wealth Management (Podcast) (August 15, 2017)
In the second installment of our four-part podcast series with Money Concepts, Paul Timm, Vice President of Marketing for NAFCU Services, and Levi Dayley, VP of Money Concepts, as they discuss how your credit union can adapt more of a 360 degree approach to serving your members through your wealth management services.
 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)
  While fintechs and innovation have caused much disruption in the marketplace, have you considered what’s driving the growth of fintechs in the first place? It’s the consumer demand for convenience, as they increasingly rely on technology to make their everyday lives easier. Meeting this growing demand is dramatically changing how they do business with you. Find out how your credit union can get ahead of this trend by attending this session.   
 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.