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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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 Determining Monthly Debt and Income: Appendix Q (Webinar) (October 2, 2014)
Are you familiar with the Qualified Mortgage standards for calculating a consumer's monthly debt and income? Understand the difference between Appendix Q and the Agencies. Consider areas where internal policies and procedures may need to be addressed and/or expanded.
 The Future of Member Service (Webinar) (September 25, 2014)
Implementing metrics that create less member effort and focusing on First Contact Resolution will ensure that your business is ready to meet the expectations of today’s member; thus driving member loyalty and satisfaction.
 Executive Benefits 101: Achieving the Right Mix to Increase Efficiency and Maximize Retention (Webinar) (September 18, 2014)
The most efficient executive benefit plan is designed with your credit union's specific needs and strategic goals in mind. By blending executive benefit plans, you can take advantage of each plan's strengths and improve overall efficiency.
 Digital Cross-Selling (Webinar) (September 16, 2014)
This webinar will focus on some credit unions’ innovative efforts to leverage member data and digital marketing tools and strategies to increase products per household and deepen relationships with your members that bank online.
 Everyone is Talking About ATR and QM (Recorded Webinar) (September 9, 2014)
Watch this webinar to learn background information on the introduction of the new ATR and QM rules. Attendees will also gain valuable facts on how the new rules will affect the loan origination process.
 Keys to Subservicer Evaluation and Selection (Webinar) (August 27, 2014)
This webinar to learn from the largest subservicer how best to evaluate and select the right subservicing partner for your credit union based on your portfolio, investor mix, product range and other key selection factors.
 Aligning Credit Unions Executive Incentives with Credit Union Goals and Member Needs (Article) (August 23, 2014)
Dr. Jack Clark from Clark Research Associates presented the results of the 2014 NAFCU-BFB Executive Compensation and Benefits Survey last month at the NAFCU Annual Conference. There were many tidbits in the presentation, but one topic caught my eye - the wide variety of incentives that Boards have used to create bonus plans for top executives.
 Results of the 2014 NAFCU-BFB Survey of Executive Compensation and Benefits (Recorded Webinar) (August 20, 2014)
Results of the 2014 NAFCU-BFB Survey of Executive Compensation and Benefits (Recorded Webinar) The annual NAFCU-BFB Survey of Executive Compensation and Benefits helps credit unions make informed decisions about executive compensation. In this webinar, Jack Clark of Clark Research Associates LLC, will review the findings of the 2014 survey. 
 Reaching the Right Members (Webinar) (August 14, 2014)
This webinar shares decades of data and experience in matching the most relevant and effective mailings to the receptive and responsive members with the right frequency and products.
 The 401(K) Plan of the Future (Webinar) (August 13, 2014)
Attend this webinar to learn just how dramatically different the 401(k) plan of the future will look compared to today’s typical 401(k) plan. Attendees will walk away knowing how the widespread utilization of progressive 401(k) plan design features will better meet the needs of plan participants as well as plan sponsors and how to encourage participants to become more engaged with their 401(k) plan.
 Looking Ahead to the Year 2020 (Webinar) (August 6, 2014)
Specific to your own credit union, do you know what your member mix is going to be in five years? How will you serve the member of the future? Does your credit union have a business blueprint for the year 2020?
 Avoiding Common Underwriting Errors (Webinar) (August 5, 2014)
The best way to avoid making the most common underwriting errors is to know what they are. This webinar will provide you with this type of information. This webinar will also include feedback from many sources, including seasoned underwriters and file reviewers.
 Burns-Fazzi, Brock Executive Benefits Learning Series (Webinar Series) (June 25, 2014)
In the modern business climate, credit unions must recruit the best possible talent to compete in highly competitive markets. This webinar explores how credit unions of various asset sizes are using executive benefits to recruit, retain, and reward their top executives.
 Ins and Outs of Split Dollar Plans for Executive Benefits (Webinar) (June 25, 2014)

Your executive benefits are critical in recruiting, retaining, and rewarding top talent. This webinar provides an overview of split dollar plans, effective strategies and tactics, as well as applicable NCUA regulations.

 Team Commitment the Key to Successful Launch at SRP Federal Credit Union (Case Study) (June 20, 2014)
A credit union with members across South Carolina and Georgia, SRP was looking for a fast-track into the insurance business. Insuritas provided a turn-key solution while allowing for SRP to determine how effective the credit union could be in this new product line.
 Self-Employed Borrower Case Study, Part 1: Completing the Form 91 with Personal Tax Returns (Webinar) (June 19, 2014)
Attend this webinar to learn to calculate supportable income for self-employed borrowers using tax returns and Freddie Mac's income analysis form.
 Why ACHs are the Future of International Payments (Webinar) (June 18, 2014)
Due to globalization and labor migration, companies who engage in international payments have an opportunity to increase market share in 2014. Is your credit union strategically positioned to take advantage of this evolving market?
 Personalities in the Boardroom: Unconscious Leadership (Webinar) (June 17, 2014)
Are you the builder or the processor? The strategist or the communicator? Regardless of title, each board member has an automatic personality they bring to the board room. Which is yours, and how do you use it most effectively?
 Selling the Second Product to your Indirect Borrower – A Breakthrough Emerges (Webinar) (June 12, 2014)
For the first time, a credit union can use targeted messaging to get a second product into an indirect borrowers household, breaking the barrier to building a deeper, more valuable relationship with the member that expands wallet share, household share, and member retention levels.
 Driving Income—New Strategies and Perspectives (Webinar) (June 11, 2014)
Credit union members pay all types of companies fees for certain privileges. What types of privileges can credit unions offer to drive fee income? Join this webinar to learn what credit unions can do to earn member trust.