Online Training

November 29, 2022 Add to Calendar 2022-11-29 09:00:00 2022-11-29 09:00:00 Personalizing the Member Experience About the Webinar A new frontier of connected digital and human interactions awaits credit unions. Members are shifting behaviors toward digital sales and service, making keeping up with industry leaders feel like an endless digital arms race. There is no guarantee that higher investment levels will lead to better outcomes. It will be up to credit unions to understand their members and to deliver proactive, intelligent advice that differentiates them from their competitors. An integrated approach to financial data-driven personalization encompasses both digital and human interactions.  Through this webinar, you will discover how Cal Coast Credit Union works to simplify its members' lives, offer them the best customer service available, and ultimately help them achieve financial prosperity.    Attendees will learn how to: Overcome the main challenges credit unions face, Keep up with the growing demands of members, Identify where to focus digital  investment to drive member impact Create a cohesive and long-lasting member experience across all channels. Credit unions are ideally positioned to deliver unified advice to members across digital and banker channels. With a deep understanding of members' needs and a personalized experience, the credit union can compete and stay ahead of the curve in an exciting new era. REGISTER NOW Web NAFCU digital@nafcu.org America/New_York public

Personalizing the Member Experience

November 30, 2022 Add to Calendar 2022-11-30 09:00:00 2022-11-30 09:00:00 2022 NAFCU–Gallagher Compensation and Benefits Report for Executives About the Webinar Much has been said about the Great Resignation, the Great Reshuffle, Quiet Quitting, and even Boss Loss. These shifts in the workforce have placed greater emphasis on culture, benefits, and salary. Industry salary surveys are one resource to help stay competitive as you seek to retain and recruit top talent for your c-suite.  Every year for more than a decade, NAFCU and Gallagher have teamed up to provide a comprehensive executive compensation and benefits report. This year’s report contains data for CEOs and executives from more than 550 credit unions around the country. The new asset ranges help you more closely benchmark against your peers. Join your colleagues for insights, trends, and helpful tips on reading the data tables.  REGISTER Web NAFCU digital@nafcu.org America/New_York public

2022 NAFCU–Gallagher Compensation and Benefits Report for Executives

December 01, 2022 Add to Calendar 2022-12-01 14:00:00 2022-12-01 14:00:00 Dealing with Difficult Members: 5 Foolproof Techniques Dealing with difficult people is an unfortunate byproduct of the financial services industry. From the teller line to the call center, on up to collections--working with borrowers who are confused, angry and looking for somebody to blame--is a daily occurrence. Frontline staff need to develop a thick skin and a solutions-oriented tool kit to work through these challenging interactions.  We need to remember that the members are not always expressing frustration with the institution. Their ire is most often tied to external events or other triggers. But at the end of the day, we must find a way to meet their needs with as little emotional trauma as possible. Fortunately, in this Dealing with Difficult Members: 5 Foolproof Techniques webinar, you’ll learn that there are methods you can utilize to focus on a positive outcome and work through most situations. Anger is a natural emotion and one which is almost universally experienced. Rather than return anger for anger or lose a good customer, why not try to build a better interaction? Key Takeaways Discover how to develop listening strategies Review common anger triggers Learn de-escalation techniques   Register Now$295 Members | $395 Nonmembers(Additional $50 for USB)One registration gives your entire team access to the live webinar and on-demand recording until December 1, 2023.Go to the Online Training Center to access the webinar after purchase »   Who Should Attend Presidents/CEOs COOs Branch managers Operations staff titles HR staff Education Credits This webinar doesn't qualify for any continuing education credits recognized by NAFCU or NASBA. About Our Webinars Our webinars are streamed live from NAFCU headquarters near Washington, DC. 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

Dealing with Difficult Members: 5 Foolproof Techniques

December 01, 2022 Add to Calendar 2022-12-01 14:00:00 2022-12-01 14:00:00 More Benefit, Less Burden from Your Risk Assessment Process About the Webinar Let’s talk Risk Assessment! Did you just cringe at those two words? As industry professionals, we get it. For many credit unions, risk assessment seems like a compulsory, tedious task. As you prepare for 2023, consider how you can change your mindset to appreciate the value in the risk assessment process. We’ll convince you that risk assessment is actually a beneficial exercise that can support and improve your credit union’s cyber readiness and compliance efforts. Are you ready to reevaluate your approach? Join us for our webinar, “More Benefit, Less Burden from Your Risk Assessment Process,” on Thursday, December 1, at 2:00 pm EST to learn more about the benefits of a proactive approach to risk assessment, including: Better conveying your program’s successes to internal and external audiences  Strengthening decision-making and prioritization of initiatives  Proactively pivoting to focus on new high-risk areas  Consistent scoring and application of control profiles enterprise-wide   Seamless portrayal of how internal controls support mitigating controls  Robust audit trail proving how risk and internal control scores have evolved  Improving how examiners view your institution’s risk culture  Register for the Webinar Web NAFCU digital@nafcu.org America/New_York public

More Benefit, Less Burden from Your Risk Assessment Process

December 06, 2022 Add to Calendar 2022-12-06 14:00:00 2022-12-06 14:00:00 Current and Future Trends in Privacy and Cybersecurity Laws 2022 saw several states and federal regulators enact privacy and cybersecurity laws that directly affect credit unions and other financial institutions. These areas of the law have received significant attention in recent years. With more sophisticated criminals, further evolving technology, and heightened consumer interest on privacy, states and federal regulators are expected to continue to push new laws and regulations in 2023 and beyond. In this webinar Current and Future Trends in Privacy and Cybersecurity Laws, you’ll join Beth McGinn and Jay Williams, partners at Buckley LLP, for a discussion of key privacy and cybersecurity developments in 2022 and predictions about what’s to come. Key Takeaways Learn how many states have taken stronger consumer-favorable stances with respect to privacy laws, which may create new compliance risks for credit unions Discover how privacy and cybersecurity laws and regulations are constantly evolving but keeping up with the changes is critical from a compliance perspective Explore why credit unions operating in multiple states should be cognizant of privacy and cybersecurity laws passed in all states, as well as recent cybersecurity guidance from regulators, because the patchwork of state systems makes compliance difficult Examine why credit unions should consider whether it makes sense to update their practices to comply with the most stringent state laws when it comes to privacy and cybersecurity across their entire business, rather than attempting a patchwork of approaches from state-to-state   Register Now$295 Members | $395 Nonmembers(Additional $50 for USB)One registration gives your entire team access to the live webinar and on-demand recording until December 6, 2023.Go to the Online Training Center to access the webinar after purchase »   Who Should Attend NCCOs and compliance titles NCRMs and risk titles Education Credits NCCOs will receive 1.0 CEUs for participating in this webinar NCRMs will receive 1.0 CEUs for participating in this webinar CPA credit information is below; recommended 1.0 CPE credits. CPA Certification Credit Information Reviewer: Josie Collins, Senior Associate Director of Education, NAFCU Learning Objectives:  See key takeaways Program Level: Basic Prerequisites Needed: None Advance Preparation Needed: None Delivery Method: Group Internet-Based Recommended CPE Credits: 1.0 credits Recommended Field of Study: Regulatory Ethics – Technical About Our Webinars Our webinars are streamed live from NAFCU headquarters near Washington, DC. 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

Current and Future Trends in Privacy and Cybersecurity Laws

Credits: NCRM, NCCO CPE