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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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 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.
 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.  

 The world in 2020: Key trends that will influence credit unions (Podcast) (January 31, 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.
 Guide For A Successful Online Banking Conversion (Webinar) (December 20, 2016)
During this session, presenters breakdown specific and real-life case studies of successful online banking conversions. They then explain step-by-step ways your credit union can implement these proven success strategies. 
 Time Management for Credit Union Leadership (Webinar) (December 15, 2016)
This session reviews “best practices” about making the most of your work day, how to make better use of your time, and achieve business goals.
 Executive Benefits: Getting Ready for an Exam (Webinar) (December 14, 2016)
Don’t wait until the examiners are onsite — get your nonqualified benefits program in shape before your next exam. In this webinar, expert presenter Rob Fitzgerald shares lessons learned and proactive strategies for remaining compliant based on BFB Gallagher's experience implementing thousands of participant plans and working with examiners across the country.
 Top Risk Concern: Merchant Data Breaches (Webinar) (December 8, 2016)
Merchant data breaches remain the top concern among credit unions, according to NAFCU’s latest Economic & Credit Union Monitor Survey. Join expert presenter Ann Davidson as she discusses best practices your credit unions can implement to help address and combat these merchant data breaches (including card fraud at ATMs) now and beyond in 2017. 
 Conflict of Interest Rules: The Effects on Credit Unions (Webinar) (November 16, 2016)
The new Department of Labor Conflict of Interest Rules implementation in April 2017 represents a sea of change for the financial services industry—including credit unions. Get an up-to-date view of the new rules at a high level with an emphasis on the big picture, strategy, and what questions your credit union should be asking.


 Mortgage Insurance Can Make A Member’s Head Spin (Podcast) (November 15, 2016)
Join Randy Salser, President of NAFCU Services, as he sits down with industry expert Ben Weismer, Mortgage Payment Protection Senior Product Manager for CUNA Mutual Group, and learn about common misperceptions members could have about insurance for mortgages and how this could lead to falling behind on payments because your members thought they had coverage. 
 2016 Regulatory & Risk Management Indicator (Whitepaper) (November 10, 2016)
What follows in this report are the overall result metrics of the Indicator as well as highlights of our findings.
 New Opportunities In international Payments (Webinar) (November 10, 2016)
Expert presenter, Jorge Jimenez, will talk about the new opportunities available to credit unions in international payments. During this session, Jorge will demonstrate how credit unions can not only capitalize on International ACH, foreign checks, and cash, but also better manage the implementation and the associated compliance aspects.
 It’s Critical to Invest in Your Emerging Leaders Today (Podcast) (November 8, 2016)
Join Devon Lyon, Director of Education for NAFCU, and expert presenter Peter Myers, Senior Vice President for DDJ Myers, as they discuss why development of the next generation of leaders and establishing a leadership program plays an integral part of strategic succession planning and talent management strategy for credit unions.  
 Use Marginal Cost of Funds Analysis to Evaluate Funding Strategies (Webinar) (November 8, 2016)
During this webinar, FHLBank Des Moines will review tools and processes that will help you assess your marginal cost of funds and compare them to other funding benchmarks in a variety of strategic situations. Several case studies will be employed that will include situations involving the raising of new shares and defensive strategies aimed at replacing shares that are in danger of being lost to your competitors.
 Avoid Common Underwriting Errors (Webinar) (November 1, 2016)
The best way to avoid making the most common underwriting errors is to know what they are. This session will provide you with that information. It includes feedback from many sources, including seasoned underwriters and file reviewers.
 Charitable Foundations: Getting Started (Webinar) (October 27, 2016)
Many credit unions are considering creating a charitable foundation as a way to provide institutional structure for their giving program. However, there are several preformation decisions to be made to be compliant with various federal and state laws.
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