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14jul9:00 amBusiness Continuity Management
RELEASE DATE: JULY 14, 2025DURATION: 90 MINUTES Are you prepared
RELEASE DATE: JULY 14, 2025
DURATION: 90 MINUTES
Are you prepared when the lights go out? Whether you call it business continuity, disaster preparedness or operations restoration, it all comes down to having a multi-faceted plan to address the unexpected. Keeping your staff safe, bringing up critical operations, prioritizing next steps and recovery all need to be addressed before the inevitable. Join us as we walk through the necessary steps and determine sound practices.
This training may assist your credit union in meeting the recommendations and requirements noted in the following citation:
Jeff Duffy, Assistant Vice President, Education and Events, is responsible for producing and delivering payments education and training to Wespay members through workshops and webinars. With a passion for payments, he aims to build and share knowledge with members in effective and meaningful ways. He also supports members who reach out via our Payments Hotline, providing guidance while helping payments professionals on their journeys.
Prior to joining Wespay, Jeff spent over 12 years in various roles, including Branch Relationship Specialist, Contact Center Senior Representative, and Payments Department Team Lead. His most recent position was Payments Department Supervisor.
Jeff holds a Bachelor of Arts degree in Political Science from the University of Washington. He is an Accredited ACH Professional (AAP) and Accredited Payments Risk Professional (APRP). In addition, he was selected into Wespay’s Emerging Leaders in Payments Program in 2022 – 2023 where he worked closely with our leadership team to gain valuable career-developing skills.
As a Direct Member of Nacha, Wespay is a specially recognized and licensed provider of ACH education, publications, and support. Wespay is directly engaged in the Nacha rulemaking process, the Accredited ACH Professional (AAP) Program and the Accredited Payments Risk Professional (APRP) Program. Additionally, Wespay is partnered with ECCHO, as a designated Educational Partner for the National Check Professional (NCP) accreditation program.
LEARNING METHOD This training is available as an on-demand webinar, organized into chapters. Learners can choose to watch individual chapters or complete the entire program. Unlimited testing is provided as the last chapter.
EXPIRY NOTE eTrain reserves the right to expire program links that may include information no longer valid such as regulation and rule changes. In most cases, we will expire a program no more than 4 weeks prior to an updated version being released. Expired programs will still appear in your My Account details area with EXPIRED and the year of the release in the title field. However, you will not be able to view the training or access the handouts.
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July 14, 2025 9:00 am(GMT-06:00)
14jul9:00 amDealing with Angry Members
RELEASE DATE: JULY 14, 2025ANTICIPATED DURATION: 60 MINUTES This fast paced and informative program focuses on effectively managing verbal and potentially
RELEASE DATE: JULY 14, 2025
ANTICIPATED DURATION: 60 MINUTES
This fast paced and informative program focuses on effectively managing verbal and potentially physical confrontations. When dealing with hostile people, it is often difficult for employees to remain calm and not take things personally. This program offers practical and easy to understand approaches to use in these situations. It focuses on personal safety and keeping the customer. Guidelines are provided on reading body language, facial expressions, and the “real” meanings of words. Employees are taught to take control of confrontations with win-win solutions in mind and to evaluate their own behavior in these situations.
Branch Walton is an Associate Dean of Student Services at Henley Putnam University, an on-line university specializing in intelligence, protection management, terrorism and counter-terrorism studies. He is also currently active in training program development, management, and/or instruction for: the Miami Police Academy (Florida), Federal Law Enforcement Training Center, University of Findley, Eastern Kentucky University, South American Theft Group Intelligence Network, Miami Dade College, Broward County TRIAD, and South Florida INFRAGARD.
Branch has more than 40 years of experience in federal law enforcement, private security, and instruction. He retired from the United States Secret Service after a 21-year career. Assignments included Special Agent-in-Charge of a field office; instructor and Assistant Agent-in-Charge of the Office of Training; investigative and protective assignments at three field offices; and security details for Presidents Nixon, Carter, and Reagan. Criminal investigative experience includes threat assessments as well as the investigation of and supervision of counterfeit cases. Prior to his USSS service, Branch was a commissioned officer in the U. S. Marine Corps and a special agent with the Office of Naval Intelligence.
Following his career with the Secret Service, Branch served as a Law Enforcement Coordinating Committee representative with a U.S. Attorney’s Office, Director of Corporate Security for Cummins Engine Company, Chief of the Federal Law Enforcement Training Center’s Management Institute, as a criminal justice instructor at Indiana University at Bloomington, Indiana, and as President of the National Association for Bank Security-Profit Protection, LLC, a company specializing in security and compliance training for the banking industry.
Working through Thompson Consulting Group, LLC, Branch is a well-known speaker and author on workplace violence, executive protection, identity theft, school safety, and other security topics. He continues to instruct at the Federal Law Enforcement Training Center’s Counter Terrorism Division and the Department of Homeland Security in the fields of physical and operations security. He is a past or current adjunct faculty member of the criminal justice department of six universities. Branch has authored numerous articles, two books, book chapters, and has consulted on several workplace violence training videos.
Thompson Consulting Group, LLC provides consultative training services for financial institutions that are looking for experts with actual industry experience. With our firm, you learn to handle real-world issues using methods based on practical solutions for the community institution — unlike security firms or computer penetration companies, which only know our industry from the outside. We provide training, risk management advisory services, banking expos, community programs, and physical risk assessments.
LEARNING METHOD This training is available as an on-demand webinar, organized into chapters. Learners can choose to watch individual chapters or complete the entire program. Unlimited testing is provided as the last chapter.
EXPIRY NOTE eTrain reserves the right to expire program links that may include information no longer valid such as regulation and rule changes. In most cases, we will expire a program no more than 4 weeks prior to an updated version being released. Expired programs will still appear in your My Account details area with EXPIRED and the year of the release in the title field. However, you will not be able to view the training or access the handouts.
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July 14, 2025 9:00 am(GMT-06:00)
15jul12:00 pm2:00 pm@Lunch Networking: Operations
Professionals from Utah’s credit unions who work in operations are invited to join us for this round table, where you can discuss pressing (or not
Professionals from Utah’s credit unions who work in operations are invited to join us for this round table, where you can discuss pressing (or not pressing) issues on your mind. Discussion will be moderated by Association staff. The round table will last as long as there’s compelling discussion.
Participants will enjoy a lunch at no cost.
If you’re not a credit union professional in the discipline but work in a different specific operational area at one of our Utah credit unions, and would like to join a round table, take a look at our list of other round tables. If there’s not one that meets your interests, please let us know at liz@utahscreditunions.org.
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July 15, 2025 12:00 pm – 2:00 pm(GMT-06:00)
Association Office
455 E 500 S, Suite 400
04aug9:00 amInternal Fraud: The Warning Signs
RELEASE DATE: AUGUST 4, 2025ANTICIPATED DURATION: 60 MINUTES How prepared is your institution for internal theft and fraud? Embezzlements were the
RELEASE DATE: AUGUST 4, 2025
ANTICIPATED DURATION: 60 MINUTES
How prepared is your institution for internal theft and fraud? Embezzlements were the one of the most reported SAR events filed by financial institutions. This riveting session identifies the behavioral changes that can identify internal frauds in the making! We review the warning signs that every staff member should look for or be able to identify to help stop an internal embezzlement. Discover where the thief will spend the stolen funds and how they keep their stealing from being found. Know whether you should do the investigation or hire a Certified Fraud Investigator. This insightful program provides you the tools needed to understand the workings of an internal fraud.
Thompson Consulting Group, LLC provides consultative training services for financial institutions that are looking for experts with actual industry experience. With our firm, you learn to handle real-world issues using methods based on practical solutions for the community institution — unlike security firms or computer penetration companies, which only know our industry from the outside. We provide training, risk management advisory services, banking expos, community programs, and physical risk assessments.
LEARNING METHOD This training is available as an on-demand webinar, organized into chapters. Learners can choose to watch individual chapters or complete the entire program. Unlimited testing is provided as the last chapter.
EXPIRY NOTE eTrain reserves the right to expire program links that may include information no longer valid such as regulation and rule changes. In most cases, we will expire a program no more than 4 weeks prior to an updated version being released. Expired programs will still appear in your My Account details area with EXPIRED and the year of the release in the title field. However, you will not be able to view the training or access the handouts.
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August 4, 2025 9:00 am(GMT-06:00)
04aug9:00 amGramm-Leach-Bliley-Financial Privacy Act
RELEASE DATE: AUGUST 4, 2025ANTICIPATED DURATION: 60 MINUTES GLBA, which aims to protect consumers’ private financial information, imposes critical regulations that
RELEASE DATE: AUGUST 4, 2025
ANTICIPATED DURATION: 60 MINUTES
GLBA, which aims to protect consumers’ private financial information, imposes critical regulations that credit unions must adhere to. Join ViClarity’s Compliance Officer Sabrina Ducksworth-Brown, NCCO as she covers the core principles of GLBA, including privacy, data security, and the safeguards required to maintain compliance while providing best practices to mitigate risks and ensure credit unions are meeting their obligations under the law.
This training may assist your credit union in meeting the recommendations and requirements noted in the following citation:
NCUA Letter to Credit Unions 00- CU-02
Sabrina Ducksworth-Brown started her journey in the financial services field 10 years ago as a Call Center Representative for an Alaska credit union. She has also held other positions such as Escalation Specialist, Compliance Administrator, and BSA Officer for a small credit union in California. Operations and BSA are her focus areas. In her current role as a Compliance Officer with ViClarity, Sabrina provides regulatory guidance and support on a state and federal level for credit union clientele throughout the country.
ViClarity (formerly PolicyWorks) serves credit unions by assisting them in maintaining regulatory compliance, soundness, and overall strength. With its comprehensive features in technology, compliance, audit, and risk management, ViClarity is a pivotal resource for credit unions seeking excellence in their operations.
Delivery Method: This is an on-demand e-learning program requiring learners to interact and actively engage throughout the training.
Expiry note: eTrain reserves the right to expire program links that may include information no longer valid such as regulation and rule changes. In most cases, we will expire a program no more than 4 weeks prior to an updated version being released. Expired programs will still appear in your My Account details area with EXPIRED and the year of the release in the title field. However, you will not be able to view the training or access the handouts.
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August 4, 2025 9:00 am(GMT-06:00)
Keep It Human: Embrace the Future of Work with Human-Centric Leadership The old “command and control” approach to leadership is a thing
Keep It Human: Embrace the Future of Work with Human-Centric Leadership
The old “command and control” approach to leadership is a thing of the past. Today, our teams need more from us—they need us to lead with empathy, trust, and real connection. This is the Future of Work, and it impacts everything from recruiting and retention to productivity and work satisfaction–for both employees and leaders alike.
As change and uncertainty become the norm, it’s not just about churning out work—it’s about building resilient, empowered teams that can thrive through it all.
Join Human-Centric Leadership expert Jim Bouchard as he shares how the Keep It Human!© strategy is the key to INSPIRE, EMPOWER, and GUIDE our teams and individuals at every level of the organization.
Adopting a human-centric approach isn’t just good for our people; it’s the future of leadership itself.
Learning Outcomes:
Stay human in a digital world: Learn how to embrace technology without losing the personal connection that makes our leadership meaningful.
Move from “Me” to “We”: Discover how shifting to a collaborative, trust-based culture can transform our teams and spark real innovation.
Lead with emotional intelligence: Learn how empathy and real self-awareness can help us connect on a deeper level with our teams, inspiring them to do their best work.
Guide our teams through change: Uncover simple, powerful ways to lead with confidence during uncertain times and keep our teams feeling supported and adaptable.
Grow tomorrow’s leaders today: Discover best practices in mentoring and empowering the next generation of leaders to help our teams thrive well into the future.
Price
We are offering both an individual per-person rate and a credit union rate (for credit unions signing up multiple people)
$99 per person for each session
$460 per credit union for each session (best for organizations signing up 5 or more attendees)*
*Once this option is purchased, your credit union will be issued a personalized discount code for your staff to utilize while signing up.
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August 5, 2025 10:00 am – 11:00 am MST(GMT-06:00)
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