Free Educational Resources
As organizations and associations (like ours) cancel or reschedule their in-person trainings and conferences, organizations and speakers have stepped into the breach and are offering free videos, webinars, trainings, and access to on-line resources. We’ve set up this page to collect the ones that we think are well-done, interesting, and of value for credit union audience. This is a work in progress (we get wind of new possibilities every day), so be sure to check back.
Recorded (Available Now)
Together Tuesdays from The Foundation
In this week’s episode, Lynette Smith, President/CEO of TruEnergy FCU, speaks about how all members of the credit union are treated equally and how it inspires her, simply because it is the right thing to do. (added 7/14/20)
Thank you to CUNA Mutual Group for their continued support with this video series!
Member and Employee Financial Well-being in the New Normal, Gigi Hyland, Executive Director, National Credit Union Foundation (added 6/18/20)
Navigating and Understanding the PPP Loan Forgiveness Application Webinar , Anderson ZurMuehlen (added 6/15/20)
Adapting to New Realities in Financial Services Webinar (added 6/12/20)
The COVID-19 crisis has been devastating in so many ways in so many parts of the world. While we will be dealing with its impact for some time to come, it has acted as a catalyst for credit unions in accelerating certain strategies and enhancing their capabilities in key areas. During this session, Mark Sievewright will provide his insights on how a set of ‘new realities’ will impact credit unions and how they can (and should) respond. Check out this handout from Mark.
Cyber Liability and Intelligence Webinar (added 6/5/20)
CUNA announces the availability of the Cyber Liability and Intelligence recorded webinar. This webinar provides the latest information on breaches and ways to reduce liability through cyber and risk management insurance. This one-hour webinar is free to both CUNA members and NASCUS members.
NCUA CLF Webinar (added 6/3/20)
Take a look at NCUA’s recently released on-demand webinar on the regulatory and legislative enhancements made to the Central Liquidity Facility. During the webinar, Owen Cole, president of the CLF, explains how the facility works and how it fits within a credit union’s broader liquidity risk-management program. He also provides an overview of recent changes to the Central Liquidity Facility made by the CARES Act and the NCUA Board.
Free Resources from TEAM Resources (added 5/5/20)
Check out TEAM Resources Free Downloads page on their website. They recently added the Digital Self-Audit Questionnaire. You can use this useful tool in a variety of ways to find out how digital ready you are to take on this challenging climate. Also, check out their Board Governance Video Series.
Best Practices and Guidlines for Re-Opening (added 4/29/20)
In this CEO discussion and Q&A with Mark Springer and Todd O’Hair with Dayspring Restoration, they discuss necessary steps in re-opening businesses according to best practices and established guidelines. Keeping Montana Healthy Poster
We are pleased to offer education resources to you for free with our relationship with Inclusiv. Inclusiv has developed tremendous expertise and knowledge in serving the under-served, providing technical assistance, networking opportunities, capital, professional development, financial counseling and education and best practices to support the credit unions working in community development (CDCUs). In addition to network membership benefits, Inclusiv offers guidance to credit unions serving low- and moderate-income communities through research publications, webinar series, roundtable events and its Inclusiv Annual Conference. Check out this site regularly as things are added often.
Remote Online Notarization (added 3/27/20)
There have been many questions about Remote Online Notarization (RON) amidst the Covid-19 situation. Lori Hamm from the Secretary of State’s office shared a webinar demonstrating the RON process. This webinar serves as the state’s required training for RON and includes a link to the mandatory state test at the end. Additionally, the training outlines steps needed to implement RON at your credit unions. If you have any notary questions contact Lori.Hamm@mt.gov or Kendra.
During this 90-minute virtual event on July 16, CO-OP’s top experts will explore the unique impact COVID-19 is having on payments trends across the region – and how to successfully navigate this new normal going forward.
CUNA-League System Small CU Webinar Series (added 6/24/20)
Montana’s Credit Unions is excited to be co-hosting the new CUNA-League System Small CU Webinar Series, which starts August 4, and is free to CUNA and League members. See a full list of hot-topic sessions and register here.
Wellness Webinar Series
Wellness Webinar Series from MCUL Trust
The MCUL Group Benefit Trust teamed up with some well-known experts to develop some mental health learning opportunities to help strengthen all of our credit union teams amid the COVID crisis and recovery. Below are the six on-demand webinars now available free to our members.
- Simple Sleep Webinar: by wellness expert Angela Gaffney, offers several tips, resources, and steps on getting the best sleep. (added 5/22/20)
- Let’s Redefine Well-Being Webinar: join Dr. Laura Ciel and learn more about an integrated framework you can use both personally and professionally to expand your well-being so you can thrive in (not simply survive) this current situation. (added 5/29/20)
- Fight, Flight… or JUST RIGHT: Turbulent times can dysregulate our nervous system, leaving us in a neurochemical storm of chaos, stress, and disease. Watch this 20-minute webinar from Dr. Renée Ostertag to discover quick strategies and exercises to bring yourself back into equilibrium. (added 6/3/20)
- Self-Care: Daily Steps to Improve Your Health: Caring for others gives meaning and purpose to our lives, but over time, can consume our time and energy, and we forget to take care of ourselves. Watch this 20-minute webinar from Shannon Jones, lead health coach at Take Control. (added 6/8/20)
- Boost the Immune System: Learn how to focus on high quality choices in every area of life to achieve health and happiness for the long haul in this 20-minute webinar from wellness expert Angela Gaffney. Check out this take-away resource provided by Angela. (added 6/24/20)
- Navigating Life’s Challenges With Resilience: This 15-minute webinar from Shannon Jones, lead health coach at Take Control focuses on resilience and the ability to bounce back from disappointments and adapt to things you can’t change. (added 6/29/20)
Video Series or Trainings
Front-Line Video Series from Jeff Rendel (added 3/26/20)
Your members count on your front line leaders for outstanding service at all times, especially now. These 52, five-minute segments offer a full year of content, lessons, and action plans. Each segment is formatted in a narrated Power Point and MP4 video file. You choose what works best.
Resources from our Business Partners
Watch this webinar hosted by Filene Research and featuring CO-OP’s David Demsko and Summit Credit Union’s Rebeca Gerothanas discussing the social and economic impact of COVID-19 and how credit unions should respond.
FIS Thought Leadership Webinar Series
The FIS Credit Union Division is focused on providing helpful content and solutions for you during the pandemic. FIS is happy to present a five-part on-demand webinar series presented by Sundeep Kapur of Digital Credence.
- Part 1: Pursuing Relevance: Today, Tomorrow, & Beyond 2020 (added 5/5/20)
- Part 2: Top of Mind? Primary Financial Institution? Focus on Payments! (added 5/11/20)
- Part 3: Developing a Foundational Digital Strategy (added 5/19/20)
- Part 4: Cognitive Collaboration (added 5/19/20)
- Part 5: Delivering on Experience (added 6/1/20)
Data Regulations & Consumer Protection Webinar (added 6/24/20)
Join CUNA Mutual Group on July 15 as they discuss cybersecurity governance and consumer protection risks that could require your credit union to adapt and adjust related priorities. With increased legislation, you may continue to face challenges complying with data regulations from multiple jurisdictions and multiple regulators.
UMACHA’s 2020 Fraud Symposium (added 5/28/20)
Along with so many changes that are a result from COVID-19, fraud is also running rampant, as evidenced by the massive unemployment insurance fraud. Learn how to fight the fraudsters! UMACHA is partnering with the Financial & Retail Protection Association (FRPA) to bring you a virtual Fraud Symposium that will run half days on July 21 and 22! View the agenda here.
CUNA Mutual Group’s Discovery 2020 on August 13 (added 6/2/20)
Join thousands of credit union leaders across the country online, Thursday, August 13 for a day of Discovery! This free conference is designed to help boost your strategic planning with innovative ideas and key insights. Don’t miss this valuable opportunity. Check out the agenda and register today!
Other Great Resources
This entry-level Intranet system is specially built for smaller credit unions. Through it they can offer their employees and volunteers online, secure access to all things credit union related, including policies, procedures, and updates.
Montana Nonprofit Association Town Hall Schedule (added 3/27/20)
MNA has provided a list of both upcoming live town halls and recorded meetings as a resource for you to connect with your community and other nonprofit organizations during uncertain times.