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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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 Richwood Bank Hires Insuritas to Launch Insurance Agency (October 29, 2014)
East Windsor, CT October 23, 2014 – Insuritas, the nation’s premier provider of turnkey insurance agencies, announced it has been hired by Richwood Bank ($445 million in assets) located in Richwood, OH to install its award-winning insurance agency solution for the benefit of its over 10,000 customers.
 Driving Member Engagement and Membership Growth with Gen-Y (Webinar) (October 22, 2014)
 “In the past year over 87% of millennials report that they have banked online compared to just 53% who have visited a branch, yet as more and more of these Gen-Y consumers are looking to bank digitally, recent studies show that credit unions are failing to keep up with their competitors. This webinar will focus on innovative strategies for your credit union to target this millennial market and position itself for long-term growth and sustainability.”
 Why Your Credit Union Should Offer Wealth Management Services To All Members (Webinar) (October 21, 2014)
   Why Your Credit Union Should Offer Wealth Management Services To All Members (Webinar) When: Thursday, November 6, 2014 Time: 2:00 pm - 3:00 pm (ET) Join us in this session to learn about the outstanding opportunity to offer holistic wealth management services that that can serve all members, regardl
 Enhancing the Board – CEO Relationship (Webinar) (October 16, 2014)
As your credit union grows in complexity, the relationship between the board and the CEO is critically important to the overall success of the organization.  This session explores research regarding different styles of boards, different types of CEOs and how the focus both have on coordination, collaboration, and communication creates ease, improved success, and adds value to the organization.  The session includes commentary and case studies of boards developing, involving, and improving relationships with the CEO.
 Understanding the Fundamentals of Credit Union Third Party Vendor Due Diligence (Webinar) (October 16, 2014)
Third party vendor due diligence will continue to become more critical in the credit union space going forward. This webinar will provide NAFCU member credit unions with valuable insight into best practices related to vendor due diligence elements. Additionally, a checklist will be provided  to assist in ensuring credit unions are equipped with the appropriate information  to position them for compliance with regulatory requirements. Finally, helpful tips for analysis of vendor proposals will be shared with participants.
 Vantiv Infographic: From eCommerce to Omnicommerce (Infographic) (October 8, 2014)
While brick-and mortar still dominates, eCommerce is gaining market share. 90% of all retail sales take place in-store, with retail sales totaling at $4.7 trillion and eCommerce sales at $304 billion. eCommerce sales are projected to move from 6.4% to 8.9% by 2018.
 INSURITAS WINS A 2014 NSC INNOVATION AWARD WITH THE INTRODUCTION OF InsureNOW™ (Press Release) (October 3, 2014)
East Windsor, CT July 30, 2014 – Insuritas announced today that it won a 2014 NAFCU Services Corporation (NSC) Innovation Award. The NAFCU Services Innovation Awards is the credit union industry’s most recognized awards competition for groundbreaking solutions. The annual competition highlights outstanding innovations that help credit unions thrive in an increasingly saturated financial services market. Insuritas was selected for their introduction of InsureNOW™ to the market.
 Wolters Kluwer Financial Services Expert Highlights Importance of Increased Collaboration between Risk and Compliance (Press Release) (October 3, 2014)
Wolters Kluwer Financial Services today highlighted the increased collaboration of financial institutions' risk and prudential regulation areas to reduce risk and optimize performance while meeting regulatory requirements.
 Are False Positives Wasting Your Time Every Day? (Whitepaper) (October 1, 2014)
   Are False Positives Wasting Your Time Every Day? The Intelligent Way to Consolidate Anti-Money Laundering and Anti-Fraud Resources At a recent Anti-Money Laundering (AML) conference, many BSA Officers voiced a common frustration that they were wasting time on false positives every day at the expense of
 The Future of Member Service (Recorded 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.
 Ins and Outs of Split-Dollar: Loan Rate and Product Risks (Webinar) (September 23, 2014)
As credit unions look to recruit, reward, and retain their leadership in an increasingly competitive market, split-dollar plans emerge as an attractive executive benefit. Split-dollar plans have appealing tax advantages and, if properly structured and administered, can ultimately return all money spent, plus interest, back to your credit union.
 Executive Benefits 101: Achieving the Right Mix to Increase Efficiency and Maximize Retention (Recorded 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.
 Determining Monthly Debt and Income: Appendix Q (Recorded Webinar) (August 23, 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.
 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.
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