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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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 An Introduction to the Mortgage Industry (Webinar) (December 20, 2017)
Designed for new personnel, those new to the mortgage industry, new to the mortgage department or individuals who need a refresher on: Industry Terms, Evolution of the Mortgage Industry, Characteristics of Different Types of Lenders, What is the Secondary Market and Types of Mortgage Related Income.
 Use Letters of Credit to Win Business and Generate Income (Webinar) (December 19, 2017)
While FHLBank Atlanta shareholder institutions have long relied on advances to fund lending and manage interest-rate risk, a growing number of institutions are also seeing the advantages Letters of Credit (LOCs) can bring to their business development and balance sheet management strategies. Join Patrick Rutledge, Public Finance Relationship Manager at FHLBank Atlanta, for this webinar to learn how the Bank’s LOCs can help you support a variety of financing needs and serve as an innovative financing alternative for business growth and new projects.
 Top Auto & Home Insurance Trends to Watch in 2018 (Webinar) (December 14, 2017)
This session will cover several trends including how the momentum of ridesharing and the rise of autonomous cars are expected to drive reduced auto premiums and create a need for carriers to develop new value propositions. We’ll also look at how the growth of the Internet of Things is affecting home and auto insurance as the world becomes more connected. Join us to learn about all the top auto and home insurance trends heading our way.
 Blockchain: The Next Generation of Payments (Podcast) (December 13, 2017)
The industry is abuzz with the term blockchain technology.  But what exactly is blockchain and why would it be useful for your credit union? Blockchain is a safe, secure and encrypted rail system to conduct cross border transactions.  In this podcast we will learn how advancement in blockchain is changing the cross-border remittance ecosystem.
 Fraud in 2018: Your Guide to Mitigate Future Risks (Webinar) (December 7, 2017)
Tune-in to hear from industry fraud experts Ann Davidson (Allied Solutions) and John Winstel (Vantiv) about how you can learn from fraud trends in 2017 to better prepare for what's to come in 2018. 
 Together at Last...Blockchain & Same Day ACH (Webinar Case Study) (December 6, 2017)
Learn how Star One Credit Union managed to implement a new international payments mechanism capitalizing on blockchain technology and Same Day ACH. This case describes the journey of a Credit Union looking to make a difference for its members, and the courageous choices made, in the face of ever increasing compliance in the financial services industry.
 How To Level The Playing Field In Vendor Contract Negotiations (Podcast) (December 5, 2017)
In the final installment of a two-part podcast on best practices in vendor contract negotiations, we focus on the seven best practices that financial institutions can put into practice to help level the playing field when negotiating longer term contracts with vendors. Utilizing these best practices will help credit unions offset the inherent advantages that vendors have when negotiating contracts.
 Self Employed Borrower Part II: The Basics with Business Returns (Webinar) (November 16, 2017)
This course will help you become more comfortable examining business tax returns including Partnership, S-Corporation and Corporations. Reviews adjustments to the business returns and introduces the Acid Test/Quick Ratio to calculate business solvency.
 How To Get Your Employees Excited About Your Insurance Agency (Webinar) (November 14, 2017)
Credit union employees play an incredibly powerful role in promoting your insurance agency. Building employee engagement into your overall marketing strategy for the agency has proven to be a wildly successful use of time and resources. Employee/Member relationships are developed every day from behind the teller counter to sitting at a loan officer's desk. These relationships are key tools in promoting and growing a successful Insurance Aisle within your store.
 Three Reasons Why Negotiations With Vendors Is Not A Level Playing Field (Podcast) (November 8, 2017)
When financial institutions partner with outside parties to provide mission-critical services, they are making long-term commitments. Because many of these services directly touch members, it makes choosing the right vendor for your credit union a high stakes decision. This podcast if the first of a two-part series on best practices in vendor contract negotiations and focuses on why vendors have three key advantages in negotiations that too many organizations underestimate. 
 Your Cardholders Are Sending Spend Signals (Webinar) (November 7, 2017)
Using the data and insights that Vantiv has gathered from processing over 75% of all active U.S. credit cards, we developed may ways that your credit union can learn to decipher your cardholders' transactions. During this webinar, Vantiv's expert, Scott DeAngelo, will dive into the details your credit union needs to know in order to pick up the signals your cardholders are sending to make impactful decisions based on the full picture of your members spending habits.
 How to Avoid Having Your Reputation Hacked: Part II (Podcast) (November 1, 2017)
In this session, Sharon Cook will cover important considerations when preparing a crisis plan before a breach occurs and offer best practices in developing a public relations response once an institution has been breached. It will also explore what an institution should do following a cyber-attack to maintain member confidence.
 Executive Benefits: Overview of Newly Issued Guidance for NCUA 701.19 (Webinar) (October 31, 2017)
After several years in the making, the NCUA recently published its guidance for examiners on Section 701.19. Under this regulation, a federal credit union may hold otherwise impermissible investments if the investment is “directly related” to the credit union’s obligations or potential obligations under an employee benefit plan. The guidance addresses due diligence and direct relationship requirements, in addition to concentration limits for typical investments and individual insurers.
 Partnering for Success: Indirect Lending Strategy (Webinar) (October 24, 2017)
This webinar will provide insights to credit unions on ways to leverage third-party providers and specialty finance companies to grow and diversify their loan portfolios. Participants will learn valuable tips on how to conduct due-diligence in order to mitigate risks when partnering with loan providers. The webinar will also introduce specific asset classes outside of auto and mortgage lending that credit unions are currently using to increase their loan to share ratios while delivering more value to their membership.
 Is Your Lending Workflow Halting Your Commercial Lending Business? (Webinar) (October 18, 2017)
Making informed commercial lending decisions requires a consistent and compliant risk management process, from application to close. Variability in your lending workflow opens the door for incomplete analysis and data quality issues that can lead to significant business risk. This session will look at the business benefits of increasing the operational efficiency of your loan origination workflow.
 What Credit Unions Need to Know About Big Data Security (Podcast) (October 18, 2017)
Join Paul Timm, the Vice President of Marketing at NAFCU Services, as he sits down with Nick Curcuru, VP Global Big Data & CyberSecurity Practice at Mastercard, for a conversation discussing data analytics and how credit unions can effectively leverage the intelligence gained from Big Data by implementing a proper data strategy.
 Self Employed Borrower: Part I The Basics with Personal Returns (Webinar) (October 17, 2017)
Learn the basic income concepts for calculating qualifying income. Review the different business types and how  the relate and flow to a borrower’s personal return (1040). Identify the allowable business adjustments required a review a Balance sheet.
 Are Startup FinTechs Disruptors or Partners for Credit Unions (Podcast) (October 12, 2017)
We know that disruption is occurring in financial services, but with all the hype in the market, it can be hard to know how to respond. Are these startups disruptors or potential partners? What do fintech startups mean for credit unions? Listen to this podcast as our expert  s discuss fintech trends and key insights they have learned in the field.
 DoL Fiduciary Rule and its Impact on Wealth Management (Podcast) (October 12, 2017)
In the final installment of the four-part podcast series with Money Concepts, Paul Timm, VP of Marketing with NAFCU Services, sits down with Barry Dayley, EVP with Money Concepts, to discuss how the new Department of Labor fiduciary rule impacts credit unions the implications the new rule has on the wealth management business overall. 
 Elevate Your Personal Financial Coaching (Webinar) (October 12, 2017)
In order for your education platform to be effective, you need to develop a multi-level strategy that educates, engages, and inspires action. This webinar teaches you how to combine professional online education with targeted financial coaching so you can reach more members in a more meaningful way. 
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