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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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 Credit Union CEOs Learn What Your Boards Want From You (Webinar) (June 1, 2017)
At the NAFCU Board of Directors and Supervisory Committee Conference, BFB Gallagher explored how enhanced board governance can help board members respond to changes in their "job description." They are tasked with balancing their fiduciary duty while responding to changes in technology, your membership demographic, regulatory compliance, and more.
 Appraisal Underwriting - Part 1 The Basics (Webinar) (May 25, 2017)
This course is a high-level overview of the Uniform Residential Appraisal Report (URAR) or Form 1004. We will review the basic completion of the form by the appraiser and how it is used in the mortgage industry to support the mortgage loan transaction. 
 Attracting Millennials In Today's Workplace (Webinar) (May 18, 2017)
Retirement benefits are a significant component of that package—but with today’s workforce demographics shifting toward millennials comprising a greater percentage of the workplace, credit unions must shift their focus. 
 Managing ACH and Paper Check Fraud Risk (Webinar) (May 17, 2017)
Join fraud experts Allied Solutions and Advanced Fraud Solutions as they share insights on what is happening in the paper check and ACH fraud transaction world. Our experts will share the ACH and paper check risk exposures credit unions are facing along with best practices to help mitigate and prevent the transaction fraud exposure today.
 The Missing Elements in Strategic Planning Part 2(Podcast) (May 16, 2017)
Proven methodology for formulating a visionary and actionable strategic plan will be outlined in this two part podcast series. In the second installment of this podcast series with DDJ Myers, Paul Timm, Vice President of Marketing for NAFCU Services, sits down with industry expert Peter Myers to discuss discuss key insights on what the Board, CEO, and Management's roles are in the strategic planning process. 
 Best Practices for Credit Union Vendor Contract Negotiations Part 1 (Podcast) (May 10, 2017)
In the first installment of our two-part podcast series with Strategic Resource Management, Paul Timm, Vice President of Marketing for NAFCU Services, sits down with industry expert Russ Bourne, Senior Vice President for Strategic Resource Management. They discuss important best practices when it comes to vendor contract negotiations, and navigating these complex situations that all credit unions face.
 Is Your Website ADA Compliant? (Webinar) (May 9, 2017)
In this webinar, we will cover what the ADA says today about compliant websites, what changes are on the horizon, the legal gray area, what website accessibility means with some examples, and when your credit union should be taking action.
 Real Time Engagement Drives Credit Unions’ Success (Podcast) (May 2, 2017)
Keeping talent from walking out the door is paramount for driving your credit union’s success. In this session, CUNA Mutual shares best practices and key findings from our research from credit unions who have improved their feedback, focus, and fun with game mechanics.
 Manage Card Risk To Mitigate Card Fraud (Webinar) (April 26, 2017)
During this session the presenters will share industry insights on how credit unions can identify the "common point of compromise" in a card data breach early to mitigate card fraud before it occurs.
 The Missing Elements in Strategic Planning (Podcast) (April 26, 2017)
Proven methodology for formulating a visionary and actionable strategic plan will be outlined in this two part podcast series.  In the first installment of this podcast series with DDJ Myers, Paul Timm, Vice President of Marketing for NAFCU Services, sits down with industry expert Peter Myers to discuss the missing elements and best practices in strategic planning. 
 Understanding Credit Scoring and Credit Reports (Webinar) (April 20, 2017)
Discover who prepares the credit report, what information is included, where the information comes from, and the different types of available reports. Understand how to use the codes included throughout each section of the credit report, plus increase your knowledge of the elusive credit scoring model and how it impacts borrower scores.
 How Much Are Disengaged Employees Costing Your Credit Union? (Podcast) (April 18, 2017)
Join us as we explore how real time engagement tools and the use of game mechanics are being used across the globe to motivate employees with metrics that matter while boosting morale and driving results. You’ll learn how leaders use engagement tools for frequent and proactive recognition, training and coaching discussions.
 Using HSAs To Attract New Members-Part 2 (Podcast) (April 11, 2017)
Paul Timm, Vice President of NAFCU Services, sits down with Steve Christenson, executive vice president at Ascensus, to discuss challenges and opportunities facing credit unions that look to their Heath Saving Account products as a benefit to retaining existing members and attracting new ones.
 Financial Fitness Strategies for Executives – Part 1(Webinar) (March 30, 2017)
Given complex retirement plans and tax codes, credit union executives face certain challenges to ensure all of their benefits from various sources work together to create the retirement they envisioned. This webinar will provide an overview of executive benefits and strategies on how to coordinate and maximize executive benefits.
 Collaboration is Key to Manage Fraud Risk (Webinar) (March 29, 2017)
This session will share examples of how compliance and fraud management can work hand in hand to prevent and respond to fraud, so you can gain insights on how your financial institution may work towards adopting a global enterprise risk management strategy.
 The World in 2020: Harness the Power of Technology (Webinar) (March 22, 2017)
During this session, expert presenter Stacy Styles breaks down the top drivers of change that should be on credit union's radar when building a strategy looking towards the year 2020.
 Effective Loan Application Review (Webinar) (March 21, 2017)
During this session, expert presenter MaryKay Scully reviews the form 1003. You will learn how to ensure completeness and accuracy before the file is formally processed.
 Using HSAs To Attract New Members-Part 1 (Podcast) (March 16, 2017)
Join Paul Timm, Vice President of NAFCU Services, as he sits down with Steve Christenson, executive vice president at Ascensus, to discuss how Health Savings Accounts can be a key outreach tool for credit unions by educating members on the value of HSAs at all life stages, including the tools that can benefit all generations.
 The Ever-Changing Card Fraud Landscape (Webinar) (March 9, 2017)
During this session, learn about current and upcoming card fraud trends that are impacting issuers, as well as ways to protect your institution.
 Key Issues Credit Unions Need to Know about the Nation's Underbanked - Part 2 (Podcast) (March 7, 2017)
Join us for the second installment of a two-part podcast series entitled "Key Issues Credit Unions Need to Know about the Nation's Underbanked."
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