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Credit Union Overtime Podcast

Credit Union Overtime Podcast

By Credit Union Webinar Network
Welcome to the Credit Union Overtime Podcast! Produced and presented by the Credit Union Webinar Network, Powered by FinEd. We’re here to tie the bow on top of the great webinars and training that our industry experts provide. We’ll cover all aspects of credit union world, from compliance to marketing, operations to lending, and HR to IT. If it’s happening in your CU, we’re on it.
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S2 Ep 6 - Business Writing Boot Camp, Including Critique of Your Own Writing Sample with Nancy Flynn
Welcome to the Credit Union Overtime Podcast, produced and presented by the Credit Union Webinar Network, powered by FinEd. Today we have Nancy Flynn with us to discuss her webinar Business Writing Boot Camp, Including Critique of Your Own Writing Sample. Find Business Writing Boot Camp, Including Critique of Your Own Writing Sample here: https://cuwebtraining.com/business-writing-boot-camp-including-critique-of-your-own-writing-sample Business Writing Institute: http://www.businesswritinginstitute.org/ Find Nancy on LinkedIn: https://www.linkedin.com/in/nancyflynntraining Find us on LinkedIn: https://www.linkedin.com/company/cuwn   Give us a like on Facebook: https://www.facebook.com/cuwebinars   Follow us on Twitter: https://twitter.com/cuwebinars   
33:53
May 05, 2022
S2 Ep 5 - An In-Depth Look at Regulation Z's Amended Qualified Mortgage (QM) Rule with Michael Christians
Welcome to the Credit Union Overtime Podcast. Produced and presented by the Credit Union Webinar Network, Powered by FinEd. Today we will be listening to a clip from Michael Christian's webinar An In-Depth Look at Regulation Z's Amended Qualified Mortgage (QM) Rule. Find An In-Depth Look at Regulation Z's Amended Qualified Mortgage (QM) Rule here: https://fin-ed.info/3LHyylR Michael Christians Consulting Website: https://www.mchristiansconsulting.com/ Find Michael on LinkedIn: https://www.linkedin.com/in/michael-christians-3a435a7b Find us on LinkedIn: https://www.linkedin.com/company/cuwn   Give us a like on Facebook: https://www.facebook.com/cuwebinars   Follow us on Twitter: https://twitter.com/cuwebinars   
26:26
April 11, 2022
S2 Ep 4 - Lending on Low-Income Housing Tax Credit Projects with Elizabeth Fast
Welcome to the Credit Union Overtime Podcast. Produced and presented by the Credit Union Webinar Network powered by FinEd. Today we will be listening to a clip from Elizabeth Fast's webinar Lending on Low-Income Housing Tax Credit Projects. Find Lending on Low-Income Housing Tax Credit Projects here: https://cuwebtraining.com/lending-on-low-income-housing-tax-credit-projects Spencer Fane LLP Website: https://www.spencerfane.com/ Find Elizabeth on LinkedIn: https://www.linkedin.com/in/elizabethfast Find us on LinkedIn: https://www.linkedin.com/company/cuwn   Give us a like on Facebook: https://www.facebook.com/cuwebinars   Follow us on Twitter: https://twitter.com/cuwebinars   
11:20
March 23, 2022
S2 Ep 3 - Head Teller Development: Improving Teller Performance with Molly Stull
Welcome to the Credit Union Overtime Podcast, produced and presented by the Credit Union Webinar Network, powered by FinEd. Today we have Molly Stull with us to discuss her webinar Head Teller Development: Improving Teller Performance. Find the full webinar Head Teller Development: Improving Teller Performance here: https://fin-ed.info/3rhE9GT  Brode Consulting website: https://www.brodeconsulting.com/ Find Molly on LinkedIn: https://www.linkedin.com/in/molly-stull-03aa54147 Find us on LinkedIn: https://www.linkedin.com/company/cuwn   Give us a like on Facebook: https://www.facebook.com/cuwebinars   Follow us on Twitter: https://twitter.com/cuwebinars   
14:57
February 16, 2022
S2 Ep 2 - New Employee Required Training with Molly Stull
Welcome to the Credit Union Overtime Podcast, produced and presented by the Credit Union Webinar Network, powered by FinEd. Today we have Molly Stull with us to discuss her webinar New Employee Required Training.  Find the full webinar New Employee Required Training here: https://fin-ed.info/3ttSDX8 Brode Consulting website: https://www.brodeconsulting.com/ Find Molly on LinkedIn: https://www.linkedin.com/in/molly-stull-03aa54147 Find us on LinkedIn: https://www.linkedin.com/company/cuwn   Give us a like on Facebook: https://www.facebook.com/cuwebinars   Follow us on Twitter: https://twitter.com/cuwebinars   
16:46
February 02, 2022
S2 Ep 1 - Finding Lost Borrowers: The New World of Skip Tracing with David Reed
Welcome to the Credit Union Overtime Podcast, produced and presented by the Credit Union Webinar Network, powered by FinEd. Today we will be listening in on an excerpt from David Reed’s webinar Finding Lost Borrowers: The New World of Skip Tracing. Find the full webinar Finding Lost Borrowers: The New World of Skip Tracing here: https://fin-ed.info/3zXcvTt Reed & Jolly website: https://reedandjolly.com/ Find David on LinkedIn: https://www.linkedin.com/in/david-reed-96390428 Find us on LinkedIn: https://www.linkedin.com/company/cuwn   Give us a like on Facebook: https://www.facebook.com/cuwebinars   Follow us on Twitter: https://twitter.com/cuwebinars   
09:49
January 14, 2022
Reg E Investigation & Requirements for Debit Card Error Resolution with Michele Barlow
Welcome to the Credit Union Overtime Podcast, produced and presented by the Credit Union Webinar Network, powered by FinEd. Today we have Michele Barlow with us to discuss her webinar Reg E Investigation & Requirements for Debit Card Error Resolution. Find the full webinar Reg E Investigation & Requirements for Debit Card Error Resolution here: https://fin-ed.info/2ZdpJOd Macha/PAR website: https://www.macha.org/aws/MACHA/pt/sp/home_page Find Michele on LinkedIn: https://www.linkedin.com/in/michele-barlow-27630531/ Find us on LinkedIn: https://www.linkedin.com/company/cuwn   Give us a like on Facebook: https://www.facebook.com/cuwebinars   Follow us on Twitter: https://twitter.com/cuwebinars   
20:06
December 22, 2021
Free Webinar! FedNow: Faster Payments, Future, Feasibility with Kevin Olsen
Welcome to the Credit Union Overtime Podcast, produced and presented by the Credit Union Webinar Network, powered by FinEd. Today we have Kevin Olsen with us to discuss his webinar FedNow: Faster Payments, Future, Feasibility. Find the complimentary webinar FedNow: Faster Payments, Future, Feasibility here: https://fin-ed.info/3xLmZnY Payments Professor Website: https://www.paymentsprofessor.com/about-us  Find Kevin on LinkedIn: https://www.linkedin.com/in/paymentsprofessor/ Find us on LinkedIn: https://www.linkedin.com/company/cuwn   Give us a like on Facebook: https://www.facebook.com/cuwebinars   Follow us on Twitter: https://twitter.com/cuwebinars   
17:34
December 08, 2021
Mastercard Debit Card Chargebacks with Diana Kern
Welcome to the Credit Union Overtime Podcast. Produced and presented by the Credit Union Webinar Network powered by FinEd. Today we have Client Learning Strategist Diana Kern with us to discuss her webinar on Mastercard Debit Card Chargebacks. Find Mastercard Debit Card Chargebacks here: https://fin-ed.info/3qjme3S SHAZAM Website: https://www.shazam.net/ Find Diana on LinkedIn: https://www.linkedin.com/in/diana-kern-40726b197 Find us on LinkedIn: https://www.linkedin.com/company/cuwn   Give us a like on Facebook: https://www.facebook.com/cuwebinars   Follow us on Twitter: https://twitter.com/cuwebinars   
13:09
November 09, 2021
Dormant Accounts, Unclaimed Property & Escheatment with Elizabeth Fast
Welcome to the Credit Union Overtime Podcast. Produced and presented by the Credit Union Webinar Network powered by FinEd. Today we will be listening to a clip from Elizabeth Fast's webinar Dormant Accounts, Unclaimed Property & Escheatment. Find Dormant Accounts, Unclaimed Property & Escheatment here: https://fin-ed.info/3BW6ffa  Spencer Fane LLP Website: https://www.spencerfane.com/ Find Elizabeth on LinkedIn: https://www.linkedin.com/in/elizabethfast Find us on LinkedIn: https://www.linkedin.com/company/cuwn   Give us a like on Facebook: https://www.facebook.com/cuwebinars   Follow us on Twitter: https://twitter.com/cuwebinars   
11:32
October 26, 2021
The TRID Dirty Dozen: Navigating the Landmines with Dawn Kincaid
Welcome to the Credit Union Overtime Podcast. Produced and presented by the Credit Union Webinar Network, Powered by FinEd. Today we will be listening to a clip from a riveting question and answer session from Dawn Kincaid’s webinar The TRID Dirty Dozen: Navigating the Landmines. Find The TRID Dirty Dozen: Navigating the Landmines here: https://fin-ed.info/2XWPAsE Brode Consulting Website: https://www.brodeconsulting.com/ Find Dawn on LinkedIn: https://www.linkedin.com/in/dawn-kincaid-01096557/ Find us on LinkedIn: https://www.linkedin.com/company/cuwn   Give us a like on Facebook: https://www.facebook.com/cuwebinars   Follow us on Twitter: https://twitter.com/cuwebinars   
10:06
October 05, 2021
Comparing Regulation E with Visa & Mastercard Rules with Duane Betz
Welcome to the Credit Union Overtime Podcast. Produced and presented by the Credit Union Webinar Network powered by FinEd. Today we will be listening to a clip from Duane Betz's webinar Comparing Regulation E with Visa & Mastercard Rules. Find Comparing Regulation E with Visa & Mastercard Rules here: https://fin-ed.info/3Eg3W85 SHAZAM Website: https://www.shazam.net/ Find Duane on LinkedIn: https://www.linkedin.com/in/duane-betz-91158379 Find us on LinkedIn: https://www.linkedin.com/company/cuwn   Give us a like on Facebook: https://www.facebook.com/cuwebinars   Follow us on Twitter: https://twitter.com/cuwebinars   
08:00
September 14, 2021
New Accounts Series: Regulatory Alphabet for Deposit Accounts with Michael Christians
Welcome to the Credit Union Overtime Podcast. Produced and presented by the Credit Union Webinar Network, Powered by FinEd. Today we have Michael Christians with us to discuss his webinar as a part of the New Account Series: Regulatory Alphabet for Deposit Accounts Find New Accounts Series: Regulatory Alphabet for Deposit Accounts here: https://fin-ed.info/3yuBICH Michael Christians Consulting Website: https://www.mchristiansconsulting.com/ Find Michael on LinkedIn: https://www.linkedin.com/in/michael-christians-3a435a7b Find us on LinkedIn: https://www.linkedin.com/company/cuwn   Give us a like on Facebook: https://www.facebook.com/cuwebinars   Follow us on Twitter: https://twitter.com/cuwebinars   
13:31
September 03, 2021
Collection Series: Chapter 7 & 13 Consumer Bankruptcies: Special Rules, Cramdowns & Risks with Elizabeth Fast
Welcome to the Credit Union Overtime Podcast. Produced and presented by the Credit Union Webinar Network powered by FinEd. Today we will be listening to a clip from Elizabeth Fast's webinar as a part of the Collection Series: Chapter 7 & 13 Consumer Bankruptcies: Special Rules, Cramdowns & Risks. Find Chapter 7 & 13 Consumer Bankruptcies: Special Rules, Cramdowns & Risks here: https://fin-ed.info/3D1O5JY Spencer Fane LLP Website: https://www.spencerfane.com/ Find Elizabeth on LinkedIn: https://www.linkedin.com/in/elizabethfast Find us on LinkedIn: https://www.linkedin.com/company/cuwn   Give us a like on Facebook: https://www.facebook.com/cuwebinars   Follow us on Twitter: https://twitter.com/cuwebinars   
24:24
August 18, 2021
Marketing in 2021: Virtual Relationships & the New Consumer with Eric Cook
Welcome to the Credit Union Overtime Podcast. Produced and presented by the Credit Union Webinar Network, Powered by FinEd. Today we have Eric Cook with us to discuss his webinar on Marketing in 2021: Virtual Relationships & the New Consumer. Find Marketing in 2021: Virtual Relationships & the New Consumer with Eric Cook here: https://fin-ed.info/2TFTjZp WSI Digital Marketing Website: https://www.poweredbywsi.com Find Eric on LinkedIn: https://www.linkedin.com/in/ericcookmba
15:15
August 04, 2021
Remote Workforce Series: Moving to the Cloud: Remote Management of Risks to Member Data with Mark Shaffer, John Moeller, and Shane Hendrix
Welcome to the Credit Union Overtime Podcast. Produced and presented by the Credit Union Webinar Network powered by FinEd. Today we have John Moeller, Mark Shaffer, and Shane Hendrix with us to discuss their webinar as a part of the Remote Workforce Series: Moving to the Cloud: Remote Management of Risks to Member Data. Find Remote Workforce Series: Moving to the Cloud: Remote Management of Risks to Customer Data here: https://fin-ed.info/3wT5zDJ CLA Website: https://www.claconnect.com/ Find John on LinkedIn: https://www.linkedin.com/in/johnemoeller Find Mark on LinkedIn: https://www.linkedin.com/in/mark-shaffer-pmp-cssbb-safe-5688241 Find Shane's profile here: https://financialedinc.com/a/icbsd/presenter/shane-hendrix
23:16
July 21, 2021
Current Trends in Cyber Crime & Payments Fraud with John Moeller and Barbie Housewright
Welcome to the Credit Union Overtime Podcast. Produced and presented by the Credit Union Webinar Network powered by FinEd. Today we have John Moeller and Barbie Housewright with us to discuss their webinar on Current Trends in Cyber Crime & Payments Fraud. Find Current Trends in Cyber Crime & Payments Fraud with John Moeller and Barbie Housewright here: https://fin-ed.info/2UtQ3Ru CLA Website: https://www.claconnect.com/ Find John on LinkedIn: https://www.linkedin.com/in/johnemoeller Find Barbie on LinkedIn: https://www.linkedin.com/in/barbie-housewright-18980414a
20:14
July 06, 2021
Developments in Mergers & Acquisitions with Phil Buffington
Welcome to the Credit Union Overtime Podcast. Produced and presented by the Credit Union Webinar Network, Powered by FinEd. Today we have Phil Buffington from Adams and Reese, LLP with us to discuss his webinar on Developments in Mergers & Acquisitions. Find Developments in Mergers & Acquisitions with Phil Buffington Here:  https://fin-ed.info/3x3Neo8 Adams and Reese Website: https://www.adamsandreese.com/people/c-phillip-buffington Find Phil on LinkedIn: https://www.linkedin.com/in/phillip-buffington-35b74964
11:40
June 22, 2021
Residential Appraisal Reviews from Start to Finish with Dawn Kincaid
Welcome to the Credit Union Overtime Podcast. Produced and presented by the Credit Union Webinar Network, Powered by FinEd. Today we have Dawn Kincaid from from Brode Consulting Services with us to discuss her webinar on Residential Appraisal Reviews from Start to Finish. Find Remote Workforce Series: Making Work from Home Effective:  https://fin-ed.info/3x3Neo8 Brode Consulting Services Website: https://www.brodeconsulting.com/dawn-kincaid Find Dawn on LinkedIn: https://www.linkedin.com/in/dawn-kincaid-01096557
07:54
June 08, 2021
Residential Construction-Only & Construction-To-Permanent Lending: Compliance & FAQs With Bill Elliott
Welcome to the Credit Union Overtime Podcast. Produced and presented by the Credit Union Webinar Network, Powered by FinEd. Today we have Certified Regulatory Compliance Manager Bill Elliott with us to discuss his webinar on Residential Construction-Only & Construction-To-Permanent Lending. Find Residential Construction-Only & Construction-To-Permanent Lending: Compliance & FAQs With Bill Elliott here: https://fin-ed.info/3wz3tZY Young and Associates Inc. Website: https://www.younginc.com/ Find Bill on LinkedIn: https://www.linkedin.com/in/bill-elliott-8b124369/  
17:44
May 25, 2021
Calculating Cash Flow from Corporate Tax Returns with Tim Harrington
Welcome to the Credit Union Overtime Podcast. Produced and presented by the Credit Union Webinar Network, Powered by FinEd. Today we have Tim Harrington from TEAM Resources with us to discuss his webinar on Calculating Cash Flow from Corporate Tax Returns. Find Calculating Cash Flow from Corporate Tax Returns here: https://fin-ed.info/2Raoprk Tim's Website: https://forteamresources.com/ Find Tim on LinkedIn: https://www.linkedin.com/in/timothypharrington1
11:28
May 11, 2021
The Top 10 Reasons Consumers Leave Their Financial Institution with Bruce Paul
Welcome to the Credit Union Overtime Podcast. Produced and presented by the Credit Union Webinar Network, Powered by FinEd. Today we have Bruce Paul with us to discuss his webinar on The Top 10 Reasons Consumers Leave Their Financial Institution. Find The Top 10 Reasons Consumers Leave Their Financial Institution here: https://fin-ed.info/384tfM2  Rivel Research Group. Website: https://www.rivel.com/  Find Bruce on LinkedIn: https://www.linkedin.com/in/brucepaulcx/
10:03
April 27, 2021
Advanced BSA Officer Training: In-Depth Risk Issues & Difficult Situations with Bill Elliott
Welcome to the Credit Union Overtime Podcast. Produced and presented by the Credit Union Webinar Network, Powered by FinEd. Today we have Certified Regulatory Compliance Manager Bill Elliott with us to discuss his webinar on Advanced BSA Officer Training. Find Advanced BSA Officer Training: In-Depth Risk Issues & Difficult Situations: http://fin-ed.info/3sIzWLI  Young and Associates Inc. Website: https://www.younginc.com/ Find Bill on LinkedIn: https://www.linkedin.com/in/bill-elliott-8b124369/  
12:02
April 13, 2021
Remote Workforce Series: Making Work from Home Effective with Dawn Kincaid
Welcome to the Credit Union Overtime Podcast. Produced and presented by the Credit Union Webinar Network, Powered by FinEd. Today we have Dawn Kincaid from from Brode Consulting Services with us to discuss her webinar on Making Work from Home Effective. Find Remote Workforce Series: Making Work from Home Effective: http://fin-ed.info/3uPqJDa  Brode Consulting Services Website: https://www.brodeconsulting.com/dawn-kincaid  Find Dawn on LinkedIn: https://www.linkedin.com/in/dawn-kincaid-01096557 
10:08
March 30, 2021
Calculating Cash Flow from S-Corporation & Partnership Tax Returns with Tim Harrington
Welcome to the Credit Union Overtime Podcast. Produced and presented by the Credit Union Webinar Network, Powered by FinEd. Today we have Tim Harrington from TEAM Resources with us to discuss his webinar on Calculating Cash Flow from S-Corporation & Partnership Tax Returns. Find Calculating Cash Flow from S-Corporation & Partnership Tax Returns here: http://fin-ed.info/38NEWXM  Tim's Website: https://forteamresources.com/ Find Tim on LinkedIn: https://www.linkedin.com/in/timothypharrington1
13:29
March 16, 2021
Determining Cash Flow from Personal Tax Returns with Tim Harrington
Welcome to Credit Union Overtime Podcast. Produced and presented by the Credit Union Webinar Network, Powered by FinEd. Today we have Tim Harrington from TEAM Resources with us to discuss his webinars on Determining Cash Flow from Personal Tax Returns. Find Calculating Cash Flow from Personal Tax Returns Part 1 here: http://fin-ed.info/38l0VVZ Find Calculating Cash Flow from Personal Tax Returns Part 2 here: http://fin-ed.info/3bZ9dUa  Tim's Website: https://forteamresources.com/ Find Tim on LinkedIn: https://www.linkedin.com/in/timothypharrington1
12:32
March 02, 2021
Navigating the Coming Wave of Bankruptcy with David Reed, JD
Welcome to Credit Union Overtime Podcast. Produced and presented by the Credit Union Webinar Network, Powered by FinEd. We’re going to need a bigger boat! A tidal wave of bankruptcies is coming your way. With record unemployment and a fractured economy, it won’t be long before the stimulus money, modifications, forbearances, and other rescue options are exhausted. Join our Rachel Cartwright and bankruptcy expert David Reed for a conversation around the most interesting questions posed during the Live Webinar. Want to learn more, the On-Demand webinar is available to view now: http://fin-ed.info/3b9Oqgd Find us on LinkedIn: https://www.linkedin.com/company/cuwn Give us a like on Facebook: https://www.facebook.com/cuwebinars Follow us on Twitter: https://twitter.com/cuwebinars
24:39
February 16, 2021
Managing Vendors: Due Diligence, Contracts, Tips & Tools with Joseph E. Silvia
Welcome to Credit Union Overtime Podcast. Produced and presented by the Credit Union Webinar Network, Powered by FinEd. Dealing with vendors is a necessary component of offering and providing financial services to individuals and businesses. Check out this fast and informative discussion for tips on vendor management best practices. Want to learn more, the On-Demand webinar is available to view now: https://cuwebtraining.com/webinar/managing-vendors-due-diligence-contracts-tips-tools Find us on LinkedIn: https://www.linkedin.com/company/cuwn Give us a like on Facebook: https://www.facebook.com/cuwebinars Follow us on Twitter: https://twitter.com/cuwebinars
14:49
February 02, 2021
Major Changes to Fair Debt Collection Practices Act with Elizabeth Fast, JD & CPA
Welcome to Credit Union Overtime Podcast. Produced and presented by the Credit Union Webinar Network, Powered by FinEd. Join Elizabeth Fast, JD & CPA and FinEd President and CEO Larry Williams for an informative talk about the recent changes related to the Fair Debt Collections Practices Act. Want to learn more about the FDCPA changes? An on-demand version of Elizabeth’s webinar is available to view now. And keep an eye out for FDCPA Changes Round 2: 12/18/2020 Final Rule on Fair Debt Collection Practices Act; Live Webinar coming on March 1st. Major Changes to Fair Debt Collection Practices Act -- On-Demand: https://cuwebtraining.com/webinar/major-changes-to-fair-debt-collection-practices-act FDCPA Changes Round 2: 12/18/2020 Final Rule on Fair Debt Collection Practices Act: https://cuwebtraining.com/webinar/fdcpa-changes-round-2-12182020-final-rule-on-fair-debt-collection-practices-act Find us on LinkedIn: https://www.linkedin.com/company/cuwn Give us a like on Facebook: https://www.facebook.com/cuwebinars Follow us on Twitter: https://twitter.com/cuwebinars
14:29
January 19, 2021
Building the Best Board Meeting with David Reed, JD
Welcome to the Credit Union Overtime Podcast! Produced and presented by the Credit Union Webinar Network, Powered by FinEd. Today we welcome David Reed to the podcast to discuss his Building the Best Possible Board Meeting webinar. Building the Best Possible Board Meeting Webinar: https://cuwebtraining.com/webinar/building-the-best-possible-board-meeting-from-agenda-to-action   https://reedandjolly.com/ Find us on LinkedIn: https://www.linkedin.com/company/cuwn Give us a like on Facebook: https://www.facebook.com/cuwebinars Follow us on Twitter: https://twitter.com/cuwebinars
16:49
January 05, 2021
Holiday Mini-Episode!
Welcome to the holiday mini-episode of the Credit Union Overtime Podcast, Powered by FinEd! We are pausing our regular release schedule until the new year. All of us here at FinEd wish you a wonderful holiday and a happy new year! Cheers to 2021! Credit Union Dispatch: https://credituniondispatch.medium.com/ 2021 Webinar Schedule: https://fin-ed.info/2021cuwebinars Use coupon code HOLIDAY20 for $20 off any webinar. Expires Jan. 1, 2021.
02:25
December 22, 2020
Asked & Answered: Security Mistakes with Barry Thompson
Welcome to the Credit Union Overtime Podcast. Produced and presented by the Credit Union Webinar Network, Powered by FinEd. Today we welcome Barry Thompson, a security and compliance “guru” for a leading national training organization and one of our go-to security experts. We’re diving deeper into his recent webinar on The 15 Worst Security Mistakes. Barry is a fun and engaging storyteller, don’t miss this one! Check out these links for more info! Recorded Version available now for the 15 Worst Security Mistakes webinar:  https://cuwebtraining.com/webinar/risk-officer-series-the-15-worst-security-mistakes Visit Barry’s website: www.tgrouponline.com Find us on LinkedIn: https://www.linkedin.com/company/cuwn Give us a like on Facebook: https://www.facebook.com/cuwebinars Follow us on Twitter: https://twitter.com/cuwebinars
20:41
December 08, 2020
PPP Loan Forgiveness Update with Kimberly Rayer, Esq.
Welcome to Credit Union Overtime Podcast Produced and presented by the Credit Union Webinar Network, Powered by FinEd. Today we talk with Kimberly Rayer from Starfield & Smith, PC about an update to PPP Loan Forgiveness, specifically the US Department of Treasury’s October 8th announcement regarding Simpler PPP Forgiveness for Loans of $50,000 or Less. Find the full webinar here, us coupon code FORGIVENESS25 for $25 off: https://cuwebtraining.com/webinar/navigating-the-ppp-loan-forgiveness-process-a-z Meet our guest: Kimberly Rayer is a partner in the law firm Starfield & Smith, PC, where she concentrates her practice on SBA lending programs, commercial financing, and other secured transactions. She represents lenders and lectures across the country on SBA closings and eligibility and compliance matters. Kim is admitted to practice before the Supreme Courts of Pennsylvania and New Jersey and the Federal District Court for the Eastern District of Pennsylvania. In addition, she is a member of the American Bar Association and the National Association of Government Guaranteed Lenders (NAGGL) and was named as a Pennsylvania “Rising Star” by Philadelphia Magazine. She received a Bachelor’s from Drexel University and a JD from the James E. Beasley School of Law, Temple University. Find us on LinkedIn: https://www.linkedin.com/company/cuwn Give us a like on Facebook: https://www.facebook.com/cuwebinars
10:13
October 26, 2020
SAFE Act Compliance for MLOs with Susan Costonis
Welcome to Credit Union Overtime Podcast, produced and presented by the Credit Union Webinar Network, Powered by FinEd. The second episode dives into the September webinar SAFE Act Compliance for Mortgage Loan Originators (MLOs), presented by Susan Costonis. Check out these links for more info! SAFE Act Compliance for Mortgage Loan Originators (MLOs) - https://cuwebtraining.com/webinar/safe-act-compliance-for-mortgage-loan-originators-mlos Risk Officer Series: Advanced BSA Officer Training: Risk, Compliance & Real-Life Scenarios - https://cuwebtraining.com/webinar/risk-officer-series-advanced-bsa-officer-training-risk-compliance-real-life-scenarios Find us on LinkedIn: https://www.linkedin.com/company/cuwn Give us a like on Facebook: https://www.facebook.com/cuwebinars Susan Costonis - Susan Costonis is a compliance consultant and trainer who began her career in 1978. She specializes in compliance management along with deposit and lending regulatory training. Susan has successfully managed compliance programs and exams for institutions that ranged from a community bank to large multi-state bank holding companies. She has been a compliance officer for institutions supervised by the OCC, FDIC, and Federal Reserve. Susan has been a Certified Regulatory Compliance Manager since 1998, completed the ABA Graduate Compliance School, and graduated from the University of Akron and the Graduate Banking School of the University of Colorado. She regularly presents to financial institution audiences in several states and “translates” complex regulations into simple concepts by using humor and real-life examples. The Credit Union Overtime Podcast is produced by Rachel Cartwright and Eric Connolly. Audio production, editing, and music by Travis Grotbo.
18:16
September 08, 2020
Asked & Answered: Call Report Financial Statements & Covid-19
Welcome to the Credit Union Overtime Podcast. Produced and presented by the Credit Union Webinar Network, Powered by FinEd. We’re here to tie a bow on top of the great webinars and training that our industry experts provide. We’ll cover all aspects of the credit union world, from compliance to marketing, operations to lending, and HR to IT. If it’s happening in your credit union, we’re on it. Today we welcome Stephen Schiltz, from CLA for an Asked and Answered segment focused on the questions he received in our live webinar on Call Report Financial Statements B & E. Check out these links for more info! Recorded Webinar: http://bit.ly/200722PRCU Use promo code OVERTIME20 for $20 off your webinar registration! Find us on LinkedIn: https://www.linkedin.com/company/cuwn Give us a like on Facebook: https://www.facebook.com/cuwebinars Follow us on Twitter: https://twitter.com/cuwebinars
20:20
July 30, 2020