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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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 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. 
 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.
 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."
 Merging Sales Culture with Member Service (Webinar) (March 2, 2017)
Find out how your credit union can create and sustain a top-notch service culture throughout your organization. During this session, you'll learn how to better develop and engage your employees so they ultimately develop engaged members, which will help improve your credit union’s bottom-line.
 The world in 2020: Key trends that will influence credit unions - Part 2 (Podcast) (February 28, 2017)
Technology and other drivers of change are dramatically reshaping Americans’ lives and the environment in which we – and they – operate.  As a result, we face a future that challenges us with ever-growing complexity.
 What Homebuyers Want in 2017 and How You Can Help Them (Webinar) (February 22, 2017)
Learn how to recognize the needs of today’s homebuyers and what you can do about it from newly released research on today’s homebuyers.  Participants will receive a free research infographic for attending.
 Emerging Risks on the Radar (Webinar) (February 16, 2017)
By recognizing existing risk and anticipating the new, emerging ones; you can minimize losses and confidently safeguard your organization.
 Key Issues Credit Unions Need to Know about the Nation's Underbanked - Part 1 (Podcast) (February 15, 2017)
Join us for the first installment of a two-part podcast series entitled "Key Issues Credit Unions Need to Know about the Nation's Underbanked."
 The Fiduciary SmartPath for Credit Unions (Webinar) (February 14, 2017)
With the new DOL fiduciary rules taking effect in 2017, the retirement plan landscape is changing.   Many credit unions may be concerned that they don’t have the proper arrangement in place to protect their credit union and board while also preparing their employees for retirement.  The new rules will impact the fiduciary obligations of Plan Sponsors, Trustees, and those responsible as the Named Plan Administrator for their retirement plans.