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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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 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.
 Driving Credit Union Engagement with Gen Y – Part 3 (Webinar) (April 8, 2015)
Part 3 - Optimizing your Relationship with Gen Y: 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. This webinar is Part 3 in a three-part educational series.
 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.
 Five Keys to Finding the Right Wealth Management Partner (Webinar) (March 25, 2015)
There are unique challenges in the process of a credit union making the decision to have a wealth management program. Watch this webinar to get the criteria and the 5 key steps your credit union needs to help make that important decision.
 Part 2: Emerging Payment Technologies & Impact on Data Breaches (Webinar) (March 4, 2015)
Join Ann Davidson and Joe Majka again to learn about Chip-and-PIN technology, Apple Pay, Encryption, Tokenization and how these and other emerging payment technologies mitigate the risk of card-present and card-not-present data breaches.
 Driving Credit Union Engagement with Gen Y – Part 2 (Webinar) (March 3, 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.
 Shut the Door on Fraud Part I: Schemes, Red Flags and Best Practices (February 19, 2015)
Identify common fraud trends and  schemes, the red flags that alert you to potential fraud, and the tools available to help you  combat fraud.
 The Migration to EMV in the US Market (February 18, 2015)
Jan McGrath will provide an overview and up to date statistics from MasterCard on the migration to "Europay, MasterCard and Visa" (EMV) in the US market.  She will provide details of deployment trends so far and key considerations when planning your own migration strategies.  
 Driving Credit Union Engagement with Gen Y – Part 1 – A New Approach to Product Development (Webinar) (February 11, 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.
 Part 1: Internal & External Data Breach Vulnerabilities (Webinar) (January 30, 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 (January 16, 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.
 What 2014 Taught CUs About 2015 – Winning Case Studies for Shifting Technologies and Consumer Behaviors (Webinar) (December 12, 2014)
The whole world gained a new respect for the threat of cyber-crime in 2014.  It’s not just a threat anymore, but a stifling reality.  We also learned that yesterday’s branch experience is clearly outmoded.  If members disengage either offline or online, they won’t stay members for long.
 Get Ready for 2014 Basic Tax Reporting (Webinar) (December 8, 2014)
Join industry expert Paul Kern as he discusses what you need to know to prepare for 2014 basic tax reporting. In this webinar, he will focus on IRA tax forms and due dates, as well as touch on 2015 IRA highlights:
 Do you want to be a CEO? (Webinar) (December 3, 2014)
The first five seconds count; that is how long a recruiter takes to decide to keep reading your resume, or move on to the next. After that, the average employer spends about 20 seconds on your resume assessing your leadership style and experience. As you navigate the path of your own career and leadership development, it's important to understand how to best leverage your skills, competencies and expertise to be seen as highly effective in both your current role, and desired future role.
 Executive Benefits: A 360-View of Administration, Accounting, and Regulatory Compliance (Webinar) (December 2, 2014)
Executive benefit plans are an important tool to recruit, reward, and retain your high-performing leadership team. While these plans have adapted to recent changes in regulatory guidance, there are still misperceptions in the marketplace about how and when they can be used.
 Why Your Credit Union Should Offer Wealth Management Services To All Members – Part Two (Webinar) (November 21, 2014)
In our last meeting, we discussed the significant opportunity credit unions have by providing Wealth Management Services to their members.  In this session, we will continue our message on how to successfully structure and deliver financial planning and wealth managment services in a profitable way, including common mistakes, and best practices.  You don’t want to miss this session!
 Best Practices for Choosing an Insurance Carrier for Executive Benefits (Webinar) (November 14, 2014)
Your credit union’s institutional life insurance program is only as strong as its carriers. Although life insurance is one of most regulated industries, the sheer volume of data available about the carriers can complicate or delay the decision-making process. This webinar will help you make sense of this data and provide a roadmap for selecting an insurance carrier. Join your colleagues to learn about key metrics, data sources, ratings, and more.
 Enterprise Risk Management Software Buyer's Guide (November 13, 2014)
Choosing the right ERM software solution is a serious decision that must be undertaken with care and planning.
 Jeffrey Johnson Joins Pentegra Retirement Services as Regional Director (November 12, 2014)
White Plains, NY, November 10, 2014 — Pentegra Retirement Services announced today that Jeffrey Johnson has joined the organization as a Regional Director for Pentegra’s qualified plan sales. Reporting to Pete Swisher, Pentegra Senior Vice President of National Sales, Johnson will spearhead the company’s business development efforts in the Southwest.
 VantageScore Solutions Survey Shows that Lenders and Consumers Underestimate the Number of “Credit Invisibles” (November 12, 2014)
STAMFORD, Conn., November 2, 2014 – VantageScore Solutions, LLC, the company behind the VantageScore® credit scoring model, announced today the results of dual surveys of lenders and consumers about their understanding of the population of consumers that cannot be scored when lenders use traditional credit scoring methodologies.  These consumers are deemed the “credit invisibles.”
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