Executive Leadership

October 16, 2019 Add to Calendar 2019-10-16 14:00:00 2019-10-16 14:00:00 10 Leading Ways to Engage Employees The Gallup Research Group, the preeminent source of research on Employee Engagement reveals 71% of employees are disengaged in their work. ServiStar Consulting research revealed that 84% of employees say they could perform significantly better if they simply had the desire to do so. If we are going to dominate on Brand and Member Experience, our credit unions must flip the flow!  Key Takeaways: Review the primary factors that impact Employee Engagement Understand how to maximize Employee Engagement Discuss which factors minimally impact Employee Engagement  Receive concrete solutions to improve Employee Engagement to create a great Member Experience!  Register Now $295 Members | $395 Nonmembers  (Additional $50 for CD) One registration gives your entire team access to the live webinar and on-demand recording until October 16, 2020Already registered? Go to the Online Training Center to view. Who Should Attend? Presidents and Chief Executive Officers Human Resources staff Executive Vice Presidents Chief Operating Officers Education Credits No NAFCU Credits and No CPE Credits CPA Certification Credit Information Reviewer: Josie Collins, Associate Director of Education, NAFCU Learning Objectives: Review the primary factors that impact Employee Engagement. Understand how to maximize Employee Engagement. Discuss which factors minimally impact Employee Engagement. Receive concrete solutions to improve Employee Engagement to create a great Member Experience! Program Level: Basic Prerequisites Needed: None Advance Preparation Needed: None Delivery Method: Group Internet-Based Recommended CPE Credits: None Recommended Field of Study: Any National Association of Federally-Insured Credit Unions (NAFCU) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. Learn more. About Our Webinars Our webinars are streamed live from NAFCU headquarters near Washington, D.C. Your audio/video feed of the presenters includes presentation slides and downloadable handouts. You can easily submit your questions to the presenters at any time during the live broadcast, with no dialing over the phone! The audio and video stream directly through your computer. Web NAFCU digital@nafcu.org America/New_York public

10 Leading Ways to Engage Employees

October 17, 2019 Add to Calendar 2019-10-17 14:00:00 2019-10-17 14:00:00 Probing Questions to Ask During Risk Review Risk assessments are an essential component of an Enterprise Risk Management (ERM) program. Risk assessments provide measurable metrics to identified risks, allowing the board of directors and management to implement mitigations that minimize the likelihood and impact. The ERM program is an ongoing process and requires active maintenance to remain effective. Risks change over time and the assessments must be updated to reflect this dynamic environment. Each credit union serves different fields of membership and offers unique products and services. The risk assessments should be tailored to each credit union and their exposures to identified risks (strategic, reputation, operational, transaction, credit, compliance, and other risks (e.g. liquidity, interest rate, price, etc.). This webinar will provide you with a foundation and questions to ask when developing and updating your risk assessments.  Key Takeaways: Review the right questions to ask to obtain the information required for risk assessments Understand how to define what you want or hope to gain from these questions Register Now $295 Members | $395 Nonmembers(Additional $50 for CD) One registration gives your entire team access to the live webinar and on-demand recording until October 17, 2020Already registered? Go to the Online Training Center to view. Who Should Attend? NAFCU Certified Compliance Officers (NCCOs) NAFCU Certified Risk Managers (NCRMs) CEOs, COOs, CFOs, and executive management Risk managers and staff Senior compliance staff Internal audit staff Education Credits NCCOs will receive 1.5 CEUs for participating in this webinar. NCRMs will receive 1.5 CEUs for participating in this webinar. CPA credit information is below; recommended 1.5 CPE credits CPA Certification Credit Information Reviewer: Josie Collins, Associate Director of Education, NAFCU Learning Objectives:  Review the right questions to ask to obtain the information required for risk assessments.  Understand how to define what you want or hope to gain from these questions.  Program Level: Basic Prerequisites Needed: None Advance Preparation Needed: None Delivery Method: Group Internet-Based Recommended CPE Credits: 1.5 credits Recommended Field of Study: Management Services - Technical National Association of Federally-Insured Credit Unions (NAFCU) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. Learn more. About Our Webinars Our webinars are streamed live from NAFCU headquarters near Washington, D.C. Your audio/video feed of the presenters includes presentation slides and downloadable handouts. You can easily submit your questions to the presenters at any time during the live broadcast, with no dialing over the phone! The audio and video stream directly through your computer. Web NAFCU digital@nafcu.org America/New_York public

Probing Questions to Ask During Risk Review

Credits: NCCO, NCRM, CPE

October 22, 2019 Add to Calendar 2019-10-22 14:00:00 2019-10-22 14:00:00 Structures of Innovation Many credit unions are either experts at “exploiting” the systems and processes they are good at or they focus on being great “explorers” for the next innovation. Few businesses find the perfect balance of organizational ambidexterity. Without the scale needed for true structural ambidexterity, credit unions usually keep “exploit and explore” functions among the same teams. But with a need for compliance, financial controls, and service continuity, not all teams can practice true contextual ambidexterity. During this webinar, we will explore the many ways credit unions can strike the right balance and stay relevant for all of their members.  Key Takeaways: Identify the roadblocks stopping innovation at your credit union Understand the importance of building innovation into your credit union's strategy and culture Review tested ways to improve the innovation competency of your team Register Now $295 Members | $395 Nonmembers(Additional $50 for CD) One registration gives your entire team access to the live webinar and on-demand recording until October 22, 2020Already registered? Go to the Online Training Center to view. Who Should Attend? Presidents and Chief Executive Officers Executive Vice Presidents Education Credits No NAFCU Credits and No CPE Credits National Association of Federally-Insured Credit Unions (NAFCU) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. Learn more. About Our Webinars Our webinars are streamed live from NAFCU headquarters near Washington, D.C. Your audio/video feed of the presenters includes presentation slides and downloadable handouts. You can easily submit your questions to the presenters at any time during the live broadcast, with no dialing over the phone! The audio and video stream directly through your computer. Web NAFCU digital@nafcu.org America/New_York public

Structures of Innovation

October 24, 2019 Add to Calendar 2019-10-24 14:00:00 2019-10-24 14:00:00 What Is Your Organization Worth?  Valuation for Credit Unions and Credit Union Service Organization (CUSO) Leaders Is leadership discussing altering the current ownership of a Credit Union Service Organization (CUSO)?  Are you a credit union starting a CUSO? Are you an existing organization that intends to become a CUSO by selling a partial stake to a credit union? Will your credit union or CUSO acquire a business/minority share or merge with another CUSO? In all of these situations, determining the value of the CUSO and of the other party is critical. This webinar will cover methods for valuing CUSOs and businesses and look at the implications while discussing marketplace trends.    Key Takeaways: Review top items credit union leaders need to know about CUSO valuations Compare and contrast CUSO vs. business valuation Define why you need a valuation Understand why Discounted Cash Flow (DCF) is important Discuss what drives value in an organization Register Now $295 Members | $395 Nonmembers(Additional $50 for CD) One registration gives your entire team access to the live webinar and on-demand recording until October 24, 2020Already registered? Go to the Online Training Center to view. Who Should Attend? Presidents and Chief Executive Officers Executive Vice Presidents Education Credits CPA credit information is below; recommended 1.5 CPE credits CPA Certification Credit Information Reviewer: Josie Collins, Associate Director of Education, NAFCU Learning Objectives:  Review top items credit union leaders need to know about CUSO valuations.  Compare and contrast CUSO vs. business valuation.  Define why you need a valuation.  Understand wy Discounted Cash Flow (DCF) is important.  Discuss what drives value in an organization. Program Level: Basic Prerequisites Needed: None Advance Preparation Needed: None Delivery Method: Group Internet-Based Recommended CPE Credits: 1.5 credits Recommended Field of Study: Management Services National Association of Federally-Insured Credit Unions (NAFCU) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. Learn more. About Our Webinars Our webinars are streamed live from NAFCU headquarters near Washington, D.C. Your audio/video feed of the presenters includes presentation slides and downloadable handouts. You can easily submit your questions to the presenters at any time during the live broadcast, with no dialing over the phone! The audio and video stream directly through your computer. Web NAFCU digital@nafcu.org America/New_York public

What Is Your Organization Worth?  Valuation for Credit Unions and Credit Union Service Organization (CUSO) Leaders

Credits: CPE