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March 2021

Webinar – Advanced BSA Officer Training: In-Depth Risk Issues & Difficult Situations

March 3 @ 1:00 pm - 2:30 pm
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Webinar – Determining Cash Flow from Personal Tax Returns Part 2: Schedules D, E & F

March 4 @ 1:00 pm - 2:30 pm
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Webinar – ACH Rules Update 2021

March 8 @ 1:00 pm - 2:30 pm
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Webinar: Credit Union Must-Haves to Successfully Harness Data to Improve Members’ Lives

March 9 @ 8:00 am - 11:00 am

Many credit union leaders feel that their enterprise data is all over the place and any data initiative feels too overwhelming and expensive to take on right now. Join us for a 1-hour webinar to discover five enterprise must-haves to successfully harness data to improve member's lives to help credit unions gain clarity. You do not need to be a data lover or even a math lover to leverage your data to improve your member's lives. The only criteria to…

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Webinar – Safe Deposit Issues: Delinquency, Death & Abandonment

March 9 @ 1:00 pm - 2:30 pm
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Webinar – Remote Workforce Series: Making Work from Home Effective

March 10 @ 1:00 pm - 2:30 pm
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Lenders Networking Council: Virtual*

March 11 @ 9:30 am - 11:00 am

9:30 - 11:00 am: all locations *Virtual sessions take place via the Zoom video conferencing platform. To participate in the meetings, attendees will need access to a computer or video conferencing system with a camera and working speakers.

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Webinar – SBA Lending Update 2021: Rule Changes & PPP FAQs

March 11 @ 1:00 pm - 2:30 pm
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Executive Ready Series: Executive Presence

March 12 @ 9:00 am - 12:00 pm

Half-Day Workshop Denver, CO Virtual One-Hour Sessions:  April 7, May 12, June 9

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Compliance Lunch & Learn (AZ-Focus): Virtual

March 16 @ 11:30 am - 1:30 pm

11:30 am - 1:30 pm (AZ) / 12:30 pm - 2:30 pm (CO & WY) What You Need to Know About POA & Trusts Credit union personnel are increasingly being presented with Power of Attorney (POA) and trust documents. When using these documents and opening these special accounts, you need to know about proper documentation, CIP, and signature card responsibilities. You must also understand the agent’s and trustee(s) authority and duties and your institution’s responsibility and liability. All members are…

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