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Madison, United States

School: Lorman Education Services

Form 990
Course Format: Classroom
Protect your organization - know the ins and outs of the new Form 990. The revision to Form 990 is the best insight into IRS thinking about nonprofit issues in years and every exempt organization needs to evaluate where they stand in relation to the issues the IRS is concerned about. Walk through the recently revised Form 990 and get the expert knowledge you need to file correctly. Attend...
 

Business Process Modeling
Course Format: Classroom
A process model is a description of a process in terms of its steps or actions, the data flowing between them and participants in the process, machines, systems, and organizations involved. Modeling is a critical business analysis skill. It applies graphical and text communications techniques to describe the actions, objects, and relationships acted upon in the process and the steps that act up...
 

Advanced Project Procurement Management
Course Format: Classroom
In many projects, procurement activities are critical to success. Imagine working in contractual relationships between buyers and suppliers so that there is mutual trust and a common focus on well defined, mutually agreed upon objectives. This course is designed to equip participants with the necessary knowledge and skills to manage procurement activities to maximize effectiveness. The goal ...
 

Spanish for Tellers (Online)
Course Format: Online
The ability to communicate with Spanish speaking members is becoming more important to our credit unions. These interactive courses will help you learn and pronounce important phrases and frequently used financial terms. It will also build your confidence to process basic transactions with Latino members. The online module contains 6 courses. Following are the learning objectives for each c...
 

Robbery: Actions, Reactions, and Coping Skills (Online)
Course Format: Online
A credit union may go for years without experiencing a security breach or robbery. But when it does happen, robbery is a frightening and dangerous experience. You need to be ready to cope with it calmly and to avoid any action that might endanger staff or members. This Training on Demand course provides you with information you need before, during, and after the robbery to safely handle any pos...
 

Security Procedure Protocol (Online)
Course Format: Online
These interactive courses offer a thorough foundation in security systems, procedures, and plans. Discover what you need to do before, during, or after an emergency. Learn how to comply with federal and NCUA requirements. Understand key emergency procedures to save lives, prevent injuries, and protect credit union assets. The online module contains 6 courses. Following are the learning obje...
 

Robbery Prevention and Preparation (Online)
Course Format: Online
Understand robbery precautions by learning from case studies that challenge you to draw lessons for your own credit union. Learn how to deal with a robbery and be able to share the knowledge with other credit union staff. Understand how to think like a robber; hostage situations, extortion and bomb threats, and the legal process after the robbery. Topics include: â€? Robbery and You â€...
 

Recognizing Emerging Fraudulent Practices (Online)
Course Format: Online
Discover ways to protect your members and the credit union against fraud. Learn to recognize emerging fraudulent practices such as identity theft, fraudulent share drafts, embezzlement, phishing, as well as other new security breaches. Learn how new fraud-detection systems are helping credit unions save money and reduce risks to members. The online module contains 6 courses. This module cont...
 

Preventing Fraud (Online)
Course Format: Online
Understand the issues of IDs, fraudulent share drafts and checks, plastic card fraud, and embezzlement. Learn ways to protect your members against fraud. Discover how to reduce internal losses. Topics include: � Reducing New Account Fraud � Reducing Share Draft and Check Fraud � Plastic Card Fraud � Reducing Internal Losses � Remote-Access Fraud � Computer and Phone...
 

Improving and Maintaining Quality Service (Online)
Course Format: Online
Discover the importance of developing a sales culture �no longer a luxury for credit unions. Provides front-line staff with practical advice for developing quality service, overcoming barriers, and maintaining a positive sales attitude. Topics include: � How Good Do You Want to Be? � Good Service Starts at Home—Internal Customers � How Credit Unions Give Great Service � Ho...
 

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