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March 2021
Webinar: Credit Union Must-Haves to Successfully Harness Data to Improve Members’ Lives
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…
Find out more »Lenders Networking Council: Virtual*
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.
Find out more »Executive Ready Series: Executive Presence
Half-Day Workshop Denver, CO Virtual One-Hour Sessions: April 7, May 12, June 9
Find out more »Compliance Lunch & Learn (AZ-Focus): Virtual
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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