Webinars

Upcoming Webinar

Co-Sponsored by:

Best Practices & Success Stories Using Split Dollar SERP Design

Christopher Jones, ChFC, CLU, CFP, Senior Executive Benefit Consultant and Bruce Smith, CFA, Senior Executive Benefit Consultant

OM Financial - CU Conferences' Strategic Partner

Wednesday, January 27, 2021, 2:00 - 3:00 p.m. Eastern

During this webinar, OM Financial Group will share some best practices that our clients have put in place to ensure the SERP does what it was designed to do.

Webinar Highlights:

  • Early payouts

  • Split death benefit

  • Standard plan

  • Vesting options

  • Succession planning

  • Executive termination

Not available on this date and time? No worries. Those who sign up will also be emailed a link to the Webinar recording so you can watch at your convenience

Co-Sponsored by:

Marketing in a Post Virus Economy

Mark Arnold, President, On The Mark Strategies

Thursday, February 4, 2021, 2:00 - 3:00 p.m. Eastern

The world changed overnight. So did marketing. If you want to increase your credit union’s revenue today, then consumers have to know about you. The only way that happens is with a focused marketing message. You will learn how to:

  • Grow membership

  • Increase loans

  • Boost assets

All through more efficient marketing. Your credit union can no longer afford to waste money on bad marketing. Discover how to asses and adapt your marketing to accelerate your growth.

Attendees will learn the following:

  • The right marketing mindset

  • Marketing strategies to propel your credit union to growth

  • Practical marketing tactics you can implement immediately to see high impact results

  • A step by step proven method for growth

Not available on this date and time? No worries. Those who sign up will also be emailed a link to the Webinar recording so you can watch at your convenience

Co-Sponsored by:

Driving Growth through True Personalization

Sundeep Kapur, Founder, Digital Credence

Thursday, February 11, 2021, 2:00 - 3:00 p.m. Eastern

The ideal way to build personas and map impactful member journeys.

Not available on this date and time? No worries. Those who sign up will also be emailed a link to the Webinar recording so you can watch at your convenience

Co-Sponsored by:

BSA Update and Review

Tim Quinn, President, Success from the Inside Out

Thursday, February 25, 2021, 2:00 - 3:00 p.m. Eastern

This Webinar Fulfills the Requirement for Annual Director Education on BSA

All credit unions must be in compliance with the Bank Secrecy Act (BSA) and the board of directors is ultimately responsible for ensuring that the credit union maintains an effective internal control structure, including suspicious activity monitoring and reporting.

This Webinar outlines the act, its purpose, its requirement, current updates and reporting procedures that all credit union directors are required to be familiar with. Money is the fuel for all kinds of activities, both good and "not so good". Make sure that your credit union has the systems in place to monitor transactions and is in compliance with these federal requirements.

Not available on this date and time? No worries. Those who sign up will also be emailed a link to the Webinar recording so you can watch at your convenience

Past Webinars

Unable to participate in a past Webinar because you weren't available at the time it was presented? No worries. Our past Webinars are available for download. Past Webinars.