Upcoming Webinars

Co-Sponsored by:

Disruption: There's More Coming. How the Financial Industry is and will be Disrupted - Not Just by Virus

Walter Jankowski, Reinvention Consultant, Better Dash Faster Consulting

Thursday, June 4, 2020 - 2:00 p.m. Eastern Time

The Coronavirus has disrupted almost every industry and person in the world. In the last 10 years, many industries have experienced “Disruptors” - companies that sprang into the marketplace and totally changed how business is done. During this Webinar, we will explore some of these trends in the financial industry that could impact your credit union. This will give you plenty of discussion items for your board room.

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:

How the Current Market Turmoil is Impacting Your SERP

Back by Request

Chris Jones, ChFC, CLU, CFP, Executive Benefits Specialist, OM Financial

Bruce Smith, Executive Benefits Specialist, OM Financial

Wednesday, June 10, 2020 - 2:00 p.m. Eastern Time

Per several requests, Chris and Bruce will be delivering their Webinar again. If you participated in their previous Webinar, join them again with others from your credit union as they cover:

  • Aspects of board oversight of a SERP plan
  • The risks to the credit union and the executive based on the SERP design and products utilized
  • Mitigation strategies should any material weaknesses in design or product performance be uncovered

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:

How to Get to And Stay at Your Preferred Loan to Share Ratio During These Uncertain Times...And Stay There Permanently!

Walt Agius, CEO, CU Sol

Thursday, June 18, 2020 - 2:00 p.m. Eastern Time

Walt's Webinar, will explore the ins and outs and key benefits and opportunities of developing, maintaining and maximizing a multi-channel lending platform. He'll also be making the case for utilizing a CUSO as an aggregator for the sole purpose of generating a constant flow of quality loans for multiple credit unions.

Times are challenging today, and the Multi-Channel lending processes we’ll be discussing, will assure that as the market comes back, credit unions can be the big winners in loan origination.

This Webinar will cover all aspects of multi-channel lending, specifically:

  • Building and maintaining a sustainable, profitable indirect program . . .Any credit union can do it, and every CU should be at point of sale!
  • Ongoing Refinance Programs. . . How to generate quality refi business… From existing as well as attracting new members, within the next 30-days
  • Loan participation strategy as an originator as well as a buyer . . .
  • Utilizing social media lead sources
  • Tying into quality lead aggregators . . . Lending Tree, Credit Karma, Move CU
  • Utilizing a CUSO for all of this under one roof . . . Keeping your resources in the movement…Opportunities to benefit from your use of CUSO Services. . .

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.