Webinars & Events

Archive Recording: The New Tax Law and Credit Unions - The Long-term and Short-term Impact on Executive Pay and Benefits

Join us for a free webinar as we discuss the recently passed tax law, which for the first time imposes an excise tax on federal credit unions based upon the compensation of credit union executives....

Webinar: To Merge or Not to Merge - An In-Depth Look at the Pluses, Minuses, Do's and Don'ts for Credit Unions Looking at Merger

Whether you are considering merger or have potential merger partners for your credit union, please join us in this very timely webinar as we discuss the complete merger process – from initial negotiation...

Webinar: Ten Working Growth Strategies

Credit unions across the country have implemented various strategies and tactics to achieve growth during this period of economic turmoil. Earnings pressures and tight margins have required credit unions to get creative with new growth opportunities to ...

Webinar: Trust, but Verify - The Top Ten Items Every Credit Union Board Should Monitor

Practical advice with ten specific challenges that effective CU boards should monitor on a systematic basis....

Archive Recording: Understanding Fiduciary Duties

It is critical that directors and volunteers fully understand their fiduciary roles within the credit union.  This is especially the case in the current economic, regulatory and legal environments. ...

Archive Recording: NCUA's New Field of Membership Rules: What Do They Mean for My Credit Union?

Archive Recording of December 7th webinar on NCUA's new field of membership rules!...

Collecting from Members (and Doing It Like a Credit Union) in the CFPB Era

Join us in this very timely webinar on collection...

Archive Recording: Gen Y and Credit Unions: Attracting and Retaining Young Members

This presentation will provide hope for credit unions in reaching this portion of the population and show that the credit union philosophy of "people helping people" is one that can resonate with young employees, volunteers and members. ...

Archive Recording: Why FOM Still Matters - A Q&A Analysis of FOM Policy for 2015 and Beyond

NCUA announced at the end of 2014 the formation of a Field of Membership (FOM) Task Force charged with the responsibility of reviewing the agency’s current FOM and Chartering Policy....

Archive Recording: NCUA's Risk-Based Capital Proposal: Where Is It Headed?

NCUA's proposed risk-based capital (RBC) rules will change the playing field for all federally insured credit unions....

Archive Recording: Adding Association Groups the Right Way: Guidance and Practical Consideration for Identifying, Forming and Protecting Associational Groups

Guidance and Practical Consideration for Identifying and Forming Associational Groups....

Archive Recording: Credit Union Environmental Forecast

Dollar Associates takes a "no holds barred" look at credit union...

Archive Recording: Regulatory Compliance Challenges: A Look at the Hurdles, Heights and Help Available in the Regulatory Compliance Arena

This webinar will focus exclusively on the ever growing regulatory compliance issues facing credit unions today.  ...

Archive Recording: Impact Your Community: Credit Union Community Involvement 101

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Archive Recording: Succession Planning Done Right

Many organizations view succession planning as simply determining, in advance, which individual will replace another if a position is vacated.  While this is an important piece of the puzzle that is successful succession planning, Dollar Associates challenge...

Archive Recording: Ten Questions Every Credit Union Should Ask Its Next Corporate

No sooner had the reports gone out about the NCUA’s actions in late 2010 to help define the future of the corporate system than natural person credit unions ...

Archive Recording: Director Training Series III: Trust, but Verify

Recognizing the value of the credit union volunteer board and the need for cost efficient opportunities for current board trainin...

Archive Recording: Director Training Series II: Understanding Fiduciary Duties

It is critical that directors and volunteers fully understand their fiduciary roles within the credit union.  This is e...

Archive Recording: Director Training Series I: Reading a Balance Sheet

Understanding the components of your credit union’s balance sheet is an integral part of being an effective board member.  Joined by CPA Scott Stevens of the prestigious firm ...