Strategic Planning for Financial Institutions: It’s All About Your Strategy!

Webinar for Credit Unions

Your credit union is unique so your strategic plan should be unique as well. Too often, executives and directors will construct a strategic plan from old plans, use strategies that no longer work, or just brainstorm based on emotion or intuition. The environment for community...

Strategies for Succession Planning and Talent Management

Webinar for Credit Unions

**This live event has been cancelled by the event organizer, but a previous recording is available for purchase below.*** Are you struggling to attract and retain the right talent for your Credit Union while trying to achieve your strategic plan's objectives and vision? Join our...

Treasury Management: A Powerful Tool to Increase Deposits and Fee Income

Webinar for Credit Unions

During this basic course, we will review all the Treasury Management products and services that are available in the market. You will learn about the new products, technology, and authentication methods now available and decide which ones your business account holders may need based on...

Strategic Planning for Credit Unions – It’s All About Your Strategy!

Webinar for Credit Unions

Your credit union is unique so your strategic plan should be unique as well. The environment for community financial institutions has changed drastically in the past 5 years – and especially in the last 2 years since the Pandemic. Therefore, your Strategic Plan must be...

Creating the Right ERM Program for Your Credit Union

Webinar for Credit Unions

Are you creating your first ERM Program for your credit union? Do you want to ensure your current program is complete yet keep it simple? If yes to either question, this webinar is for you! Credit Unions have to have processes, policies, and procedures in...

Three Key Risk Assessments in YOUR ERM Program: ERM, IT, and Internal Controls

Webinar for Credit Unions

This webinar will first take you through a step-by-step process to develop three key risk assessments to address key areas of your institution. Then the presenter will specifically focus on three key Risk Assessments you must have as critical components of your ERM Program: the...