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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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 NAFCU/BFB Gallagher 2016 Executive Compensation Survey Report (Webinar) (July 21, 2016)
Now in its 10th year, the annual NAFCU/BFB Gallagher Executive Compensation and Benefits Survey is the trusted source for comprehensive data on credit unions of all asset sizes, coast-to-coast.
 Introduction to the Mortgage Industry (Webinar) (June 29, 2016)
Join MaryKay Scully, Director of Customer Education at Genworth Mortgage Insurance for an introductory webinar designed for new personnel, those new to the mortgage industry, or individuals who need a refresher.
 Game Changer: The Final Conflict of Interest Rules (Webinar) (June 21, 2016)
The new Department of Labor Conflict of Interest Rules represent a sea of change for the financial services industry—including credit unions. In the brave new world of retirement plan and IRA investment advice, everyone is a fiduciary and must follow ERISA-like rules. Make no mistake—this is game changing.
 Engaging America's Biggest Market: Millennials (Webinar) (June 8, 2016)
With market indicators predicting steady mortgage and consumer loan growth, you are uniquely positioned to capture significant market share of the lending market for the largest segment of today's consumers: millennials. This in-depth session provides insights and personas into the buying behaviors, financial priorities, and media and channels available to help you establish lasting financial relationships with this key generation.
 How Any Credit Union Can Build an Insurance Agency (Webinar) (June 2, 2016)
Learn how Western Heritage Credit Union, has done what some may have thought impossible - launching a strikingly successful insurance agency in a credit union with under $100 million in assets. During this informative case study, Jeff Chesky, Chairman and CEO of Insuritas, takes an in-depth look at how Western Heritage built a successful insurance agency selling auto/home/business insurance to over half of their members.
 Understanding Credit Scoring and Credit Reports (Webinar) (May 12, 2016)
In this informative webinar with expert presenter MaryKay Scully, you’ll discover who prepares the credit reports, what information is included, and where the information for the reports comes from.
 The Future of Overdraft (Webinar) (May 5, 2016)
In this engaging webinar, industry expert and attorney, Christopher Leonard brings you the latest information on the future of overdraft and potential CFPB rulemaking. 
 Data Breaches Continue to Rise: How Financial Institutions Can Prepare & Respond (Webinar) (May 4, 2016)
Building a data breach response plan is as critical as building a disaster recovery plan. Hear Ann Davidson, VP of Risk Consulting at Allied Solutions, and Sally King, Managing Partner and Co-Founder of NXG Strategies, speak about how your financial institution can build a proactive data breach response plan that will help reduce the financial and reputational impact of an attack inside your organization or in your community.
 Fraud Happens: Mitigate Your Risk (Infographic) (April 29, 2016)
By implementing a dynamic, real-time, fraud-scoring model, Vantiv has saved clients over $16 million dollars in fraud loss in just one year.
 Understanding the Content Marketing Ecosystem (Webinar) (April 20, 2016)
Geezeo’s Jim Craig and King Fish Media’s Cam Brown will discuss the rationale for investing in, and the process for developing, a cohesive, multi-platform content marketing strategy.
 Purchase Transactions: Best Practices (Webinar) (April 13, 2016)
During this webinar, MaryKay Scully, from Genworth Mortgage Insurance, will cover: credit union tips on analyzing sales contracts for evidence of non-arm’s length transactions, excessive commissions, financing and sales concessions, repairs, and occupancy issues. She will review requirements for distressed property sales (REO or short sales) and documenting assets to close.
 NCUA’s MBL Change: The Importance of Credit Analysis (Webinar) (April 6, 2016)
In this webcast, NAFCU, Wolters Kluwer, and Northwest Community Credit Union will share details on NCUA’s recent MBL changes and its implications for credit unions involved in commercial lending, including what to look for in a credit analysis solution, how software can help, and a credit union’s perspective on why credit analysis is important.
 Card Fraud on the Rise: How Financial Institutions Can Help Prevent It (Webinar) (April 5, 2016)
During this webinar, Ann Davidson, VP of Risk Consulting at Allied Solutions, and Tammy Behnke, Program Executive at ProSight Specialty Insurance, will provide education about costly card fraud risks that many credit unions are being hit hard with right now. This webinar will also cover fraud prevention best practices that could potentially save your credit union from hundreds of thousands of dollars in payment card losses.
 Innovative Retirement Plan Design for Maximum Results (Webinar) (March 22, 2016)
The maturity of your credit union, the demographics of your workforce, the level of competition you face and your credit union’s cost and benefit objectives all influence the decision as to which retirement plans make the most sense for an organization. This webinar will review innovative plan design techniques as another tool to help achieve the goal of being an employer of choice and a member’s primary financial institution.
 HSAs Are Here to Stay (Webinar) (March 17, 2016)
Join expert presenters Kevin Boyles and Megan Morgan from Ascensus, during this webinar as they take a deeper look at why HSAs are here to stay. Whether your credit union is offering HSAs today, looking to offer them soon, or waiting to see where they go, you should know more about their prolific growth and the economic and demographic forces that are causing it.
 Competing Online Starts With Being Found Online (Webinar) (February 25, 2016)
Join Geezeo’s search engine experts Katharine Shindoll and Jim Craig for a “how to” session focused on the importance of search engines to credit union marketing plans and how to speak the SEO language.
 Cybersecurity Maturity Assessment: Are you where you should be? (Webinar) (February 23, 2016)
Learn how to leverage the FFIEC Cybersecurity Assessment Tool and integrate it into your credit union's cybersecurity management strategy.
 Missed Revenue Enhancement Strategies for Credit Unions (Podcast) (February 18, 2016)
Larry Pruss, Senior Vice President at Strategic Resource Management, sits down with Randy Salser, President of NAFCU Services to discuss opportunities for revenue growth that almost all credit unions can leverage.   
 An Overview of the Changes: Fannie Mae SEL-Announcement (Webinar) (February 16, 2016)
Learn what the expected impact of Fannie Mae SEL-Announcement from September 2015 that affects loans with application dates of February 1, 2016 and after means for your credit union.
 Top Risk Concerns: A Look Back and a Look Ahead (Webinar) (February 11, 2016)
Credit union experts will take a look back at the most prevalent risk exposures in 2015, and take a look ahead at what could potentially be the major risk exposures to watch out for in 2016 and how to mitigate these emerging risks.