Event Type eTrain Webinars
October
07oct1:00 amStop PaymentseTrain Webinar
Event Details
RELEASE DATE: OCTOBER 7, 2024ESTIMATED DURATION: 60 MINUTES Stop that check! (or ACH or debit card transaction) What is
Event Details
RELEASE DATE: OCTOBER 7, 2024
ESTIMATED DURATION: 60 MINUTES
Stop that check! (or ACH or debit card transaction) What is the credit union’s responsibility for addressing requests to place a stop payment? Who has the authority to place a stop payment? Does it make a difference if it is a cashier’s or teller’s check? What is the credit union’s liability if it fails to honor a properly placed stop? These are just some of the issues we tackle in this webinar, along with the timing requirements, return reasons and many other aspects related to stopping payment on thesder items.
This webinar is intended for anyone who deals with stop payment requests : tellers, member serve representatives, branch managers; call center representatives, back-office employees, audit and compliance.
MEET THE PRESENTER
Mary-Lou Heighs founded Compliance Plus, Inc. to help credit unions with the always changing world of compliance. She joined the credit union movement in 1989 and has worked as a loan officer, marketer, collector as well as almost every position within credit unions. After working in credit unions, she transitioned to the Research and Information department for the California Credit Union League where she provided compliance assistance to all California and Nevada Credit unions. As President of Compliance Plus, Inc. Mary-Lou now provides compliance training all over the country for various Leagues and credit unions nationwide.
more
Time
October 7, 2024 1:00 am(GMT-06:00)
Organizer
November
04nov1:00 amRegulation E: Electronic Funds TransferseTrain Webinar
Event Details
RELEASE DATE: NOVEMBER 4, 2024ESTIMATED DURATION: 60 MINUTES The purpose of Regulation E is to protect consumers when they
Event Details
RELEASE DATE: NOVEMBER 4, 2024
ESTIMATED DURATION: 60 MINUTES
The purpose of Regulation E is to protect consumers when they use electronic fund and remittance transfers.
Electronic fund and remittance transfers include but are not limited to:
- ATMs
- Direct Deposit
- Gift cards
- Telephone transfers
The regulation covers topics such as:
- Disclosure of fees and limits
- Error correction resolution procedures
- Liability
- Receipts
Join ViClarity’s Jennifer Adkisson, for a training session on Regulation E, where she will guide you through essential aspects of the Electronic Fund Transfer Act. Discover the scope of covered transactions and consumer rights, ensuring a solid grasp of disclosure requirements and error resolution procedures. Stay up-to-date with recent changes and amendments to this crucial regulation. Geared towards compliance officers, operations managers, and frontline team members, this training provides practical insights and tools to navigate the complexities of electronic fund transfers effectively. Elevate your understanding of Regulation E, safeguard consumer rights, and enhance your institution’s compliance practices. Register today!
more
Time
November 4, 2024 1:00 am(GMT-06:00)
Organizer
18nov9:00 amRobbery Prevention Training
Event Details
RELEASE DATE: NOVEMBER 18, 2024ESTIMATED DURATION: 60 MINUTES The goal of this course is to help Credit Union staff
Event Details
RELEASE DATE: NOVEMBER 18, 2024
ESTIMATED DURATION: 60 MINUTES
The goal of this course is to help Credit Union staff and security personnel to consider ways to prevent robberies at their facilities as well as to keep them and the members safe from traumatizing experiences caused by a robbery.
Safety Measures
From 2003 to the present, Credit Union robberies have been on the decline. Law enforcement credits it to there being better safety measures in place. Things like robbery deterrence signs, security cameras, panic buttons and silent alarms, bullet-resistant glass, and barriers. Safety Measures that will be address include:
- Visibility & Lighting
- Secure Entry/Exit Points
- Cash Management
- Regular Security Audits
Training and Preparation
Training and preparation are valuable for deterrence. Developing and regularly rehearsing robbery response procedures ensure that staff members know what to do in case of a robbery, including how to activate alarms, provide descriptions of suspects, and help law enforcement. Get your repetitions in before you need to use them. In this section we will discuss:
- Listen with your eyes
- 40 Bits vs 20 Million Bits of Information
- Complying With Robbers’ Demands
- Activate Emergency Protocols
- Collaborate with Law Enforcement
- As We Train So Shall We Fight
Techniques to Prevent a Robbery
Prevention techniques are not limited to physical security measures. We will discuss techniques you can practice to prevent a robbery once the robber is in the credit union. In this section we will discuss:
- 2022 Partial Bank/ Credit Union Stats
- Understanding Human Nature Response
- Become Likeable
- Community Engagement
- Conversation not Interrogation
- Body Language
MEET THE SUBJECT MATTER EXPERT
Troy Smith is a Negotiation Instructor and Coach at The Black Swan Group, he is a retired San Antonio Police Department officer who spent 23 years with the department, including 22 years in specialized units—such as the SWAT/Crisis Negotiators team and the U.S. Marshals’ Fugitive Task Force. During his career, Troy was involved in more than 300 hostage negotiations, including 270 as a lead negotiator. He never lost any of them.
more
Time
November 18, 2024 9:00 am(GMT-06:00)
Organizer
December
02dec9:00 amTelephone Etiquette and Excellence for Today's Digital World
Event Details
RELEASE DATE: DECEMBER 2, 2024ESTIMATED DURATION: 60 MINUTES Telephone etiquette still matters in today’s digital world. The ability to
Event Details
RELEASE DATE: DECEMBER 2, 2024
ESTIMATED DURATION: 60 MINUTES
Telephone etiquette still matters in today’s digital world. The ability to be professional and effective over the telephone is a must-have skill set. In this fast-paced and solution-filled program, participants will discover how to be professional, confident, and productive over the phone and much more!
- Sharpen your communication skills and avoid misunderstandings
- Discover how to compensate for the loss of body language
- Master strategies for diffusing angry callers while keeping your cool
- Leverage simple tools to exude professionalism
- Discover the words to choose and the words to lose that make difficult calls easier
Delivered with Pamela’s signature high-energy, humor, and a dash of neuroscience, participants will leave with powerful new tools, increased self-awareness, and an action plan for success, even with the difficult callers.
MEET THE SUBJECT MATTER EXPERT
As an internationally recognized communication and leadership expert, speaker, author, and executive advisor, Pamela Jett works with professionals to better understand that choosing to be “Relentlessly Positive” even in difficult situations isn’t naïve… it’s leadership. Pamela takes people beyond basic theory and strategy to an unparalleled level of application. With a wide-ranging clientele, Pamelas has a proven track record of helping audiences gain tools they can use immediately. With a focus on practical tools delivered in a motivating and entertaining way, she is a trusted advisor to brands around the globe.
Pamela Jett’s unique programs are power-packed with practical application, real life techniques and a dash of neuroscience. Her unique combination of humor, intellect and evidence-based tools is sure to leave you inspired and ready to make positive changes for increased leadership and communication success.
more
Time
December 2, 2024 9:00 am(GMT-06:00)
Organizer
Event Details
RELEASE DATE: DECEMBER 9, 2024ESTIMATED DURATION: 60 MINUTES In today’s digital age, written communication skills are more important than
Event Details
RELEASE DATE: DECEMBER 9, 2024
ESTIMATED DURATION: 60 MINUTES
In today’s digital age, written communication skills are more important than ever, especially when it comes to email. Join us for an insightful webinar where we delve into the nuances of effective written communication, with a special focus on email correspondence spanning various age groups.
- The fundamentals of written communication: Explore the basic principles of clear, concise, and effective writing that form the foundation of all communication, including emails.
- Understanding generational communication differences: Gain valuable insights into the diverse communication preferences and styles across different generations, including Baby Boomers, Gen X, Millennials, and Gen Z.
- Bridging the generation gap in email communication: Learn practical strategies for tailoring your email messages to resonate with recipients from different age groups, ensuring your messages are well-received and understood by all.
- Email Best Practices: Discover tools tips and techniques that help ensure professionalism and effectiveness in email communication.
- Words to Choose and Words to Lose: Identify common language pitfalls and poor choices and learn what to use instead so emails are positive, inclusive, and effective.
Equip yourself with the skills and strategies needed to excel in written communication, particularly in the context of email correspondence across generations. Whether you’re a seasoned professional or just starting your career, this webinar will provide valuable insights to enhance your communication effectiveness and build stronger connections in today’s diverse workplace.
MEET THE SUBJECT MATTER EXPERT
As an internationally recognized communication and leadership expert, speaker, author, and executive advisor, Pamela Jett works with professionals to better understand that choosing to be “Relentlessly Positive” even in difficult situations isn’t naïve… it’s leadership. Pamela takes people beyond basic theory and strategy to an unparalleled level of application. With a wide-ranging clientele, Pamelas has a proven track record of helping audiences gain tools they can use immediately. With a focus on practical tools delivered in a motivating and entertaining way, she is a trusted advisor to brands around the globe.
Pamela Jett’s unique programs are power-packed with practical application, real life techniques and a dash of neuroscience. Her unique combination of humor, intellect and evidence-based tools is sure to leave you inspired and ready to make positive changes for increased leadership and communication success.
more
Time
December 9, 2024 9:00 am(GMT-06:00)