• Introduction to Credit Card Regulations
• Lending on Commercial Real Estate
• Loan Servicing Compliance – Regulation X
• Loan Servicing Compliance – Regulation Z
• Member Business Lending
• Member Business Loan Compliance Overview
• Military Lending Act – CU
• Plain and Simple — A Step-by-Step Guide to the New Integrated Disclosures
• Private Education Loans (PEL): HEOA and Reg. Z
• Real Estate Settlement Procedures Act — Regulation X
• Referral Techniques for Non-licensed Employees
• Residential Mortgage ABC — Mortgage Regulations
• Specific Program Guidelines: FHA, VA, USDA
• The S.A.F.E Act
• TILA — Beyond Basics – Certain Home Mortgage Loans
• TILA — Closed-End Residential Real Estate Loans
• TILA — Home Equity Lines of Credit (HELOC)
• TILA — Open-End Loans/Credit Cards
• TILA — Unsecured Open-End Loans
• TILA—Installment Loans—Non-Real Estate
• Secured Truth-in-Lending Act — Regulation Z
• Unfair, Deceptive or Abusive Acts or Practices (UDAAP) for the Financial Institution
• Uniform Residential Loan Application

• Office of Foreign Assets Control (OFAC)
• Overdraft Protection Guidelines and Regulations
• Regulation E Error Resolution
• Reserve Requirements: Regulation D
• Right To Financial Privacy Act (RFPA)
• Truth in Savings, NCUA Part 707
• Truth in Savings: Regulation DD
• UCC Revised Article 9 — Security Interests

*Accredited courses

• Check 21 Act Overview
• Currency Transaction Reporting For Credit Unions
• Dodd-Frank Wall Street Reform and Consumer Protection Act (Dodd-Frank)
• Elder Financial Abuse
• Electronic Funds Transfer Act: Regulation E
• Expedited Funds Availability Act: Regulation CC
• Financial Institution Regulation
• HIPAA and COBRA for Financial Institutions
• Managing OREO
• Overview of Teller Responsibilities
• Providing Service to Members with Disabilities
• Service members Civil Relief Act (SCRA)
• Suspicious Activity Reporting for Credit Unions *
• Unlawful Internet
• Gambling Enforcement Act: Regulation GG

*Accredited courses

• Money Handling
• National Credit Union Share Insurance Fund (NCUSIF)
• New Account Representative Training – Credit Union
• Non-deposit Investment Product Sales
• Non-Deposit Investment Products
• Non-resident Alien
• Opening a Member Account
• Pretext Calling & Identity Theft Red Flags of Identity Theft
• Remote Deposit Capture (RDC)
• Robberies
• Safe Deposit Boxes
• Security of Member Information Guidelines
• Trust Services
• Understanding Compliance Regulations
• Wire Transfers

• Interest Rate Risk Management
• Limitations on Interbank Liabilities – Regulation F
• Loan Servicing Loss Mitigation
• Management Overview of the BSA and AML Program
• Member Information Security Awareness (MISA)
• The Importance of Third-Party Vendor Management
• The Telemarketing Consumer Fraud and Abuse Prevention Act
• Understanding the FFIEC Final Guidance on Social Media

• Fundamentals of Credit Unions II – The Financial Institution
• Future of Retail Banking
• Greening the Office
• Insurance Disclosures
• Insurance Products
• Loans and Credit
• Local Promotion and Advertising Programs
• Negotiation Skills
• Office Safety
• Products, Services and Financial Aspects of Credit Unions
• Professional Business Dress – Men
• Professional Business Dress – Women
• Retirement Planning Basics for Financial Planners
• Strategic Planning for Credit Unions
• U.S. Financial Institutions
• Understanding Mutual Funds Volunteers of Credit Unions

• BOD – Financial Ratios for Credit Unions
• BOD – Future of Credit Unions
• BOD – Restructuring the Financial Services Industry
• BOD – Strategic Planning for Credit Unions
• BOD – Volunteers of Credit Unions
• Governance of Credit Unions – NCUA Guidance

• Expedited Funds Availability, Regulation CC — Refresher Course
• Identity Red Flag Programs — Refresher Course
• Member Identification Program — Refresher Course
• Office of Foreign Assets Control Act — Refresher Course
• Privacy of Consumer Financial Information, Regulation P — Refresher Course
• Safeguarding Member Information — Refresher Course
• Understanding the Regulation E Initial Disclosure — Refresher Course

Cybersecurity

• Financial Institutions and the Internet
• Personal Computing and the Internet
• Social Media Risk Mitigation for Financial Institutions

• [SS Gen] Mortgage Loan Products
• [SS Gen] High-Cost Mortgage Loans
• [SS Gen] Higher-Priced Mortgage Loans
• [SS Gen] Reverse Mortgages
• [SS Gen] Other Loan Products I
• [SS Gen] Other Loan Products II
• [SS Gen] Mortgage Loan Terms
• [SS LO] Completing the Loan Application
• [SS LO] Verification and Documentation
• [SS LO] Disclosures
• [SS LO] Analyzing Borrower Qualifications
• [SS LO] Borrower Credit Qualifications
• [SS LO] Qualifying Ratios
• [SS LO] Ability to Repay and Qualified Mortgages
• [SS LO] Appraisals
• [SS LO] Underwriting Review
• [SS LO] The Title Process
• [SS LO] Mortgage, Hazard, and Flood Insurance
• [SS LO] The Closing Process
• [SS LO] Funding and Servicing
• [SS LO] Mortgage Calculations
• [SS LO] Adjustable-Rate Mortgage Loans
• [SS Eth] Ethical Issues Related to Federal Lending Laws I
• [SS Eth] Ethical Issues Related to Federal Lending Laws II
• [SS Eth] Anti-Discrimination in Mortgage Transactions
• [SS Eth] Mortgage Fraud and Ethical Behavior
• [SS Eth] Ethical Conduct in the Appraisal Process
• [SS Eth] Financial Responsibility
• [SS Eth] Unfair, Deceptive, or Abusive Acts or Practices
• [SS Eth] Consumer Relationships
• [SS Eth] Ethical Behavior of Consumers
• [SS Eth] Fraud Detection, Reporting, and Prevention
• [SS Eth] Fraud Detection Techniques

BUSINESS

Dealing with Workplace Conflict

• Facing and Resolving Conflict in the Workplace
• The Many Approaches to Facing Workplace Conflict

Effective Business Meetings

• Planning Meetings Fit for Purpose
• Running Meetings in Better Directions

Effective Business Writing

• Editing and Proofreading Business Documents
• Audience and Purpose in Business Writing
• Clarity and Conciseness in Business Writing

Essential Skills for Professional Telephone Calls

• Keeping Business Calls Professional

Essentials of Customer Service

• Facing Confrontation in Customer Service
• Providing Effective Internal Customer Service
• Providing On-site Customer Service
• Providing Telephone Customer Service
• Rapport Building in Customer Service

First Time Manager Essentials

• Facing Challenges as a First-time Manager
• The Reality of Being a First-time Manager

Making the Most of Your Presentations

• Building Your Presentation
• Ensuring Successful Presentation Delivery
• Planning an Effective Presentation

Optimizing Performance on a Team

• Being an Effective Team Member
• Effective Team Communication
• Establishing Team Goals and Responsibilities, and Using Feedback
• Strategies for Building a Cohesive Team

Sales Foundations

• Negotiating Well and Going for the Close
• Prospecting: Panning for Sales Gold
• The Discovery Meeting: Starting Off on the Right Foot
• The Value Proposition: Getting Your Pitch Right
• Turning Objection into Opportunity during a Sales Call

Skills for Communication Success

• Become a Great Listener
• Choosing the Right Interpersonal Communication
• Do We Have A Failure to Communicate?
• Making an Impact with Non-verbal Communication
• The Art and Science of Communication
• Trust Building through Effective Communication

Storytelling Basics

• Fundamentals of Business Storytelling

The Art of Feedback

• Gaining a Positive Perspective on Feedback
• Polishing Your Feedback Skills

Using E-mail Effectively in the Workplace

• Organizing Your E-mail
• Sending E-mails to the Right People
• Writing Effective E-mails and Instant Messages

Working with Difficult People

• Can’t Change Them, so Change Yourself
• Strategies to Keep Everyone Working Together
• Why They Act That Way and How to Deal with Them

BUSINESS IMPACT

Manage Your Manager

• Action Plan
• Gain Control
• Individual Style
• Introduction
• Multiple Choice Questions
• Opportunities and Fears

Motivating and Developing Employees

• Action Plan
• Coaching and Mentoring
• Critical Questions
• Delegation
• Identifying Tendencies
• Introduction
• Understanding Strengths

COMPLIANCE

Harassment

• Sexual Harassment Prevention for Employees
• Workplace Harassment Prevention for Employees, Version 3.0
• Workplace Harassment Prevention for Managers – Multi-State Edition, Version 3.0
• Workplace Harassment Prevention for Managers, Version 3.0

PERSONAL

Managing Your Career

• Developing a Plan to Further Your Career
• Getting Your Career on the Right Track
• Using Performance Appraisals to Advance Your Career

Overcoming Procrastination

• Admitting it is the First Step
• Beating Procrastination by Boosting Your Creativity and Drive

Performing Under Pressure

• Managing Pressure and Stress to Optimize Your Performance

Perseverance at Work

• Forging Ahead with Perseverance and Resilience
• Reaching Goals Using Perseverance and Resilience

Polishing Your Professional Edge

• Becoming an Accountable Professional
• Becoming More Professional through Business Etiquette
• Developing a Personal Accountability Framework

Public Speaking Strategies

• Conquering the Challenges of Public Speaking
• Writing and Preparing an Effective Speech

Time Management

• Aligning Goals and Priorities To Manage Time
• Make The Time You Need: Get Organized
• The Art of Staying Focused

Unconscious Bias

• Overcoming Unconscious Bias in the Workplace
• Overcoming Your Own Unconscious Biases
• Understanding Unconscious Bias

PERSONAL IMPACT

• It’s Your Life
• Job Fair Interviews
• Let’s Go To Work
• Look At You!
• Looking For A Job?
• Time To Shine Speech
• Visual & Verbal Skills
• What Do You Want From Me?
• Writing Cover Letters & More!
• Writing Your Resume

SAFETY

• Heat Illness Prevention – Cal/OSHA
• Injury and Illness Prevention Program – Cal/OSHA
• Laboratory Safety – Cal/OSHA
• Lockout/Tagout – Cal/OSHA
• Office Safety – Cal/OSHA
• PPE: Personal Protective Equipment – Cal/OSHA
• Respiratory Protection – Cal/OSHA
• Slips, Trips, and Falls – Cal/OSHA
• Trenching and Excavation Safety – Cal/OSHA

Workplace Compliance Essentials

• Active Shooter
• Workplace Security Awareness

SOFTWARE

Microsoft Office 2013: Beginning Outlook

• Managing E-mail
• Working with Contacts
• Working with E-mail in Outlook 2013

Microsoft Office 2013: Beginning PowerPoint

• Animations and Media
• Creating Presentations
• Enhancing Presentations Software

Microsoft Office 2013: Beginning Word

• Editing and Formatting
• Performing Basic Tasks
• Structuring a Document

Microsoft Office 2010: Beginning Excel

• Getting Started with Excel 2010
• Applying Basic Data Formatting
• Moving and Getting Around
• Moving Data and Modifying Worksheets
• Using Conditional Formatting, Tables, and Sparkles

Microsoft Office 2010: Beginning Outlook

• Getting Started with Outlook 2010
• Managing Attachments, Graphics, Signatures, and Auto-replies
• Managing Conversations and Organizing E-mail

Microsoft Office 2010: Beginning PowerPoint

• Getting Started with PowerPoint 2010
• Adding Images to Presentations
• Visually Enhancing Presentations Software

Microsoft Office 2010: Beginning Word

• Getting Started with Word 2010
• Formatting and Working with Text
• Organizing and Arranging Text