Partner Library

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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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Everyone is Talking About ATR and QM (Webinar) (September 9, 2014)
Attend 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.
Ten Keys to Effective Subservicer Evaluation and Selection (Webinar) (August 27, 2014)
Attend 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.
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.
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.
The Omni-Integration Imperative Webinar (Webinar) (June 4, 2014)

Today's consumers are increasingly equipped for and interested in trying new mobile payment methods. They are looking for integrated omnicommerce experiences… are you ready to help?  

Executive Benefits: Maximizing Recruitment, Retention, and Rewards within NCUA Rules (May 22, 2014)
In this session, learn how to build a plan to properly incentivize your core team members and retain them in the future. Hear feedback from experts and learn how to leverage NCUA regulations to use otherwise impermissible investments to offset benefit costs.
IRA Required Minimum Distributions (Webcast) (May 21, 2014)
Join Paul Kern as he discusses required minimum distributions. Paul will discuss the nuances between different types of IRAs and the details of calculating required minimum distributions.
Implementing a Talent Management Strategy (Webinar) (May 20, 2014)
The ability to effectively hire, retain, deploy, and engage talent at all levels is the true competitive advantage. Through an effective talent management strategy the credit union enhances job satisfaction and ensures the leadership and talent required to achieve the vision and strategic goals.
Hidden in the Data: Unlocking Insights that Improve Marketing ROI (Webinar) (May 14, 2014)
This presentation will discuss a new method for mining data that promises to help financial institutions more effectively identify their best marketing prospects, develop compelling marketing collateral, launch campaigns, and measure return on investment.  
Creating Transformational Change Through Integration of SWOT and SOAR (Webinar) (May 13, 2014)
This webinar is the last in a series of strategic planning methodologies. Being intentional about your organizations’ strategic planning methodology is instrumental to creating a work place where each person adds value to the vision and strategy and both success and fulfillment are attainable.
Insuritas E-commerce Learning Series (May 8, 2014)
Your credit union has a web portal. You offer online banking. Web site visits are exploding. But, do you have a business plan for what your emails and digital experiences should be achieving with your members?
Offering Members Auto and/or Home Insurance Every Time you Make a Loan (Webinar) (May 8, 2014)
Over the last 5 years, insurance carriers have concluded that a consumers ‘credit score’ is very predictive of claims risk – so when you are approving a credit request you have identified a highly sought after insurance customer – now it’s time to extend insurance to these highly sought after insurance risks. This seminar will show you how.