Attention CUES members: The IFOE and QLN Networks will be meeting at the ICU System Center in Naperville on March 5.
Increasing your loan portfolio continues to be a key strategic goal for credit unions everywhere. Utilizing your existing call center can do just that. At the Call Center Lending Opportunities QuickBites on March 10 (Session Code: 442), learn ways to take advantage of this member-facing channel and hear success stories of methods that have worked for other credit unions. If you need loans, this session is for you!
The UBIT Issues QuickBites session on March 17 (Session Code: 443) will cover the most recent UBIT issues impacting credit unions. Topics covered will include a discussion on how recent litigation matters will impact your reporting requirements, IRS audit update, best practice advice regarding the Form 990 information reporting, and revisions to the 2009 form. Additionally, we will cover items that have been receiving increased scrutiny by IRS and state taxing jurisdictions.
How can service teams consistently outperform their competitors? Participants in the Achieving Sales Results With Your Team Quickbites session on March 25 (Session Code: 445) will walk away with new insights into how they can better distinguish themselves, create value, and most importantly, achieve results.
The Understanding Minor Accounts QuickBites session on March 30 (Session Code: 446) will cover: kids and account agreements, credit union policies, account options offered, and court ordered accounts.
Looking ahead to next month, the Credit Checks/Conducting Background Checks QuickBites session on April 6 (Session Code: 456) will provide the appropriate disclosures necessary to authorize obtaining consumer reports and to advise what is and what is not allowed once the information is reviewed. This seminar will also suggest how credit unions should implement decision-making based upon consumer reports.
Also to be held next month will be the Financial Counseling for Loan Officers telecourse on April 7 (Session Code: 457). In a challenging economy credit union members may need extra help managing their finances. It is important for today’s loan officers to have a basic financial counseling model handy to help members establish or re-establish good credit histories, streamline their financial management, and ease their cash flow crunch.
Play it again! The audio archive of all QuickBites and telecourses is now 30 days with paid registrations for most sessions. Whether you were unavailable for the scheduled date and time of a particular call or just want to hear the session again, you will have 24/7 access for the entire 30 days after the scheduled session. This feature enhances the value of audio training and is included for no additional charge. The audio archive link will be activated within 48 hours of the live event.