May ushers in more than just flowers and sunshine. There are compliance and regulatory updates as well. We have gathered the latest news, compliance, and regulatory updates taking effect in May of 2023. Effective training is your first line of defense against regulatory risk. We’ve brought together some of the key topics you and your staff should be aware of.
Our webinars and live streaming events are presented live by experts in their field addressing compliance issues, industry trends, and regulation updates on topics such as TRID, HMDA, Bank Accounting, Fair Lending, and more!
Regulatory Compliance Webinars You Should Attend in May 2023
FFIEC BSA/AML Exam Manual for Credit Unions – 4 Part Series
Learn at your desk with your peers! During this four-part study, we will work directly from the FFIEC BSA Exam Manual. Spend time with Deb Crawford this year and become the BSA/AML Exam manual expert at your financial institution. Each section will be two hours of training and you will receive an electronic copy of the manual.
Audience: BSA Officers, Staff, Compliance, Audit, and Management will benefit from this course.
Series Begins
Tuesday, May 9, 2023
10:00 am CT
Secrets to Being a Great Call Center Agent
Call Centers create a competitive advantage for organizations that train their agents to know what to say, what not to say, and how to sell, while maximizing productivity and quality. Invest in your Call Center agents by ensuring they are well-trained to handle every call with courtesy and grace. It is the Call Center agent’s approach to call handling and member service that determines if they will have the opportunity to increase the relationship with the institution, and also turn the customer into a fan.
Audience: Call Center Personnel, Supervisors, Trainers, and anyone with authority over call center contact personnel would benefit from this webinar
Thursday, May 18th, 2023
1:30 pm – 3:00 pm CT
Strategies for Succession Planning and Talent Management
Are you struggling to attract and retain the top talent you need to achieve your institution’s goals and fulfill your vision? Join us for this informative webinar, which will reveal how succession planning can be the missing piece in your Talent Management Program. With expert insights and practical strategies, you’ll learn how to seamlessly integrate your program with your institution’s Strategic Plan and discover new ways to attract and retain the right talent for long-term success.
Audience: Human Resources personnel including HR Director, managers, supervisors, senior leadership of any organization, and Board of Directors as well as ownership, need this course.
Tuesday, May 23rd, 2023
10:00 am – 11:30 am CT
Credit Union Vendor Due Diligence
Are you feeling overwhelmed by the complexity of vendor due diligence in your credit union operations? Don’t worry – help is here! Join us for a must-see webinar that will guide you through the essential elements of a strong vendor due diligence program. Whether you’re a seasoned compliance professional or just starting out, you’ll discover expert tips and best practices to streamline your process and ensure that you have all the appropriate documentation for each vendor.
Audience: This webinar is designed for anyone who works with their credit union’s vendor due diligence program.
Wednesday, May 24th, 2023
10:00 am – 11:30 am CT