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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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 Leveraging The Power of PFM to Mitigate Risk, Build Trust, and Empower Members (Webinar) (October 29, 2015)
Personal Financial Management (PFM) along with online and mobile banking and bill pay services, give credit unions a unique opportunity to leverage technology and ensure their members financial security. Discover the hidden attributes which allow your financial institution to mitigate risk, build trust and empower members.
 Analyzing Appraisals: Focus on Sales Comparison (Webinar) (October 27, 2015)
Learn about current issues surrounding the sales comparison section of the Uniform Residential Appraisal Form.
 Executive Benefits: Pitfalls to Avoid in Due Diligence (Webinar) (October 21, 2015)
During this webinar you will learn how to execute a comprehensive due diligence plan based on recent trends and red flags found by examiners.
 7 Ways Credit Unions Miss The Mark On Non-Interest Income (Webinar) (October 20, 2015)
This session will explore how the credit card morphed in the consumer’s hands from a wish-fulfillment device into a powerful household cash management tool.
 Top Fraud Trends Facing Financial Institutions (Webinar) (October 7, 2015)
Learn the top fraud exposures credit unions should know about and best practices for helping to mitigate and prevent those exposures.
 Launching a Third-Party Cyber Risk Management Program (Webinar) (September 30, 2015)
During this webinar you will learn several cost effective and proactive measures your credit union can take to mitigate third party cyber risk.
 Avoiding Common Underwriting Errors Webinar (September 24, 2015)
This webinar explores the best way to avoid making the most common underwriting errors. Get feedback from many sources, including seasoned underwriters and file reviewers.
 Executive Benefits: Plan Accounting and Reporting Considerations (Webinar) (September 22, 2015)
This webinar explores a board considering a nonqualified deferred compensation plan for executives must understand how the plan and its funding will affect the credit union’s call reports and, in the case of state-chartered credit unions, IRS Form 990.
 HSAs, IRAs, & Millennials: A New Generation Presents New Opportunities (Webinar) (September 8, 2015)
When you consider that in ten years, 75% of the U.S. workforce will be made up of Millennials, it’s not hard to imagine the impact that they will have on tax-favored savings vehicles like HSAs & IRAs. Join us to learn more about how to adjust your credit union’s thinking to prepare for the Millennial wave in your membership and your own credit union staff.
 Build Leadership Capacity with CEO and Chair Executive Coaching (Webinar) (September 2, 2015)
In this webinar, learn about the different types of Chair and CEO Executive coaching, pitfalls of coaching, how to contract with a coach, how to assess ROI and be sure that coaching is the right path, and the role of your manager and direct reports in coaching.Coaching case studies and guidelines to include in your own professional development plan will be shared.
 Boost Digital Engagement with Financial CalCUlators for Your Credit Union (Webinar) (August 27, 2015)
In this webinar, you’ll learn about how Financial CalCUlators–powered by can provide a significant added value for your members, extend your credit union’s reach, and reate a channel to attract new members. Financial CalCUlators—powered by were developed specifically for credit unions and their members. Financial CalCUlators are available to all credit unions at an affordable price and are provided free of charge to NAFCU members.
 Executive Benefits: Plan Servicing and Administration (Webinar) (August 25, 2015)
This webinar explores what you should look for in the service and administration of your executive benefit plans. You’ll learn how to evaluate your current or potential provider. Attendees will receive helpful checklists to streamline their evaluation.
 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.
 Engagement Banking: Enriching Your Members' Digital Experience (Webinar) (August 19, 2015)
Engagement banking helps your credit union enhance member service and loyalty, while achieving growth with technology-powered services and tools. Learn about the culture of “engagement banking” and how your credit union can embrace and leverage data, while empowering your members.
 The Naked Truth about Your Members and Identity Theft (Webinar) (July 30, 2015)
Most Americans would choose a nude photo scandal over experiencing identify theft, according to a recent study from MasterCard. Join us for this webinar as our expert presenter takes you through the identity theft landscape, consumer insights, and MasterCard’s ID Theft Solution including program features and benefits and how to take advantage of the program.
 2015 NAFCU-BFB Executive Compensation and Benefits Survey (Webinar) (July 23, 2015)
The NAFCU–BFB survey helps credit unions make informed decisions about recruiting, rewarding, and retaining its leadership. This webinar explores the key findings of the 2015 survey and how to use the results.
 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.