... Coming to Marquette - the ABCs of IRAs: Essentials and Beyond Essentials training will take place Oct. 16-17 at the Holiday Inn. Day one reviews IRA essentials to give attendees a solid foundation of IRA knowledge and leave being able to work with IRA owners and process basic IRA transactions with confidence. The second day goes beyond essentials to build on attendees' knowledge with more complex IRA issues their credit unions may handle. For more details about the agenda or to register, click here.
... It's Reg Update time, with the year's second webinar dealing with hot topics and important issues that CUs need to keep on the radar. The webinar takes place Oct. 30 from 1 p.m. to 2:30 p.m. and will include these Federal agenda items: remittance transfers, service members civil relief act, credit cards (the required change-in-terms notice for amending the Fed box to say the CFPB instead of the FRB), multi-featured lending products, expanded definition of “rural district” for FOM applications and upcoming mortgage proposals. State topics will include: small claims law, OFIR letter regarding indirect lending fees and new CUSO authority (venture capital investments). For registration, pricing and additional information, click here.
... An audio session on Loan Interviewing & Sales Skills will take place Oct. 15 from 11 a.m. to 1 p.m. (ET) being facilitated by industry consultant Brett Christensen. The session will help credit unions to prevent having employees take loan applications like robots, simply filling in the required fields of mindless loan origination software, but rather teach them how to use the time they spend with a member during the loan interview to build lasting relationships, sell other loan products and build performing loans. Online registration and additional details are available here.