Compliance in Marketing, Advertising and Social Media
Intro: 0:00-1:20 Advertising Rules and Regulations: 1:20-7:15 Social Media Platform Rules: 7:15-34:35 Advertising/Social Media Best Practices: 34:35-56:46
Financial Innovation – Loan Participation and Eligible Obligations Webinar
The NCUA’s new Financial Innovation Rule offers credit unions new and exciting lending opportunities. However, with these new and exciting opportunities come more responsibility on credit unions to reassess, strengthen and update their loan purchasing and lending policies and procedures. This webinar goes into detail about what changes were made to the NCUA’s loan participation […]
Third Party Relationships
Third party relationships can present great opportunities to credit unions to meet their strategic goals and to expand member services in an increasingly competitive marketplace. However, these opportunities must be properly evaluated, with risks assessed and adequately mitigated. This webinar reviews the NCUA’s supervisory guidance as to how credit unions should evaluate their third party […]
CUSO 101
This is an introductory webinar to credit union service organizations (CUSO). The webinar discusses regulatory requirements governing the formation of CUSOs, business considerations you should consider prior to creating a CUSO, and the documents you will need to form a CUSO. If you have any questions about the webinar or the CUSO formation process itself, […]
Client Corner: LenderClose
Messick Lauer & Smith PC continues its semi-regular Webinar series. This Client Corner features LenderClose. Learn more about how LenderClose is helping credit unions to provide superior member service. Here is the link to this video: https://vimeo.com/436912700 For more information regarding LenderClose and their services, please visit their website www.lenderclose.com
Client Corner: POSH – Conversational AI for Credit Unions
Messick Lauer & Smith P.C. will be running semi-regular webinars introducing clients to our other clients. It is a chance to spread the word about great products and services offered by CUSOs to the credit union industry. We are starting with Posh, a conversational AI provider. Here is a link to the recording of this […]
Why Credit Unions Are “Investing In” Fintech Today?
https://attendee.gotowebinar.com/recording/4453736074064474371
How to Keep Innovation Flowing – CUSOs, Startups, and Equity Options Copy
CUSOs are investing in startups and fintech to add innovative services and products in a dynamic financial services industry. The success of these organizations rests on talented individuals who often come from the for-profit world and have different motivators than those in the traditional, non-profit credit union model. In order to maximize the value of […]
The Equifax Breach and Credit Union Involvement
The Equifax breach has resulted in a landslide of opinions, articles and media coverage. While the wealth of information is helpful, talking about what the breach may mean specifically for credit unions is critical. This webinar will provide a base for ongoing discussions relating to future CU impact due to regulatory and legislative changes. Slide […]
Comprehensive Credit Risk Management at Credit Unions
The process of taking a loan from application to funding is important but it is only 50% of the job of lending. The other 50% is portfolio management which means managing the ongoing risk in the portfolio to assure that loans are repaid and losses are controlled. To do this, credit unions must employ tools […]