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| Legislative Affairs | Political Affairs | Compliance | Regulatory Advocacy | |
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Miscellaneous Documents
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| Document title Upload date | CU/Org. name | Format |
|---|---|---|
| Book Report Form | ||
| April 11, 2007 | Kelli Blair 66 Federal Credit Union | application/msword |
| BSA for BOD | ||
| May 30, 2007 | Rita McCaslin Leaders Credit Union | application/vnd.ms-powerpoint |
| BSA Power Point | ||
| January 13, 2006 | Sabrina Gallo SCE Federal Credit Union | application/vnd.ms-powerpoint |
| BSA Supplemental Front Line Training | ||
| January 27, 2009 | Kristyn Vanover Kemba Credit Union | application/vnd.ms-powerpoint |
| Business Account Questionnaire | ||
| December 10, 2007 | Ruby Campeau Soo Co-op Credit Union | application/msword |
| Business Account Training | ||
| March 05, 2008 | Merideth Ryan E&A Credit Union | application/msword |
| Business Account Training PPT | ||
| March 05, 2008 | Merideth Ryan E&A Credit Union | application/vnd.ms-powerpoint |
| Business Email Etiquette 101 | ||
| June 04, 2009 | Debra Rios Clearstar Financial Credit Union | application/msword |
| Business Etiquette | ||
| February 10, 2009 | Kate McPike CA Credit Union League | application/vnd.ms-powerpoint |
| Change of Address | ||
| June 27, 2008 | Lori Hayes Ohio University CU | application/msword |
| Change of Address Form Letter | ||
| April 15, 2009 | Rita McCaslin Leaders CU | application/msword |
| Credit Union Acronyms | ||
| October 04, 2004 | Leslie Ballard SunState FCU | application/msword |
| CU Finances | ||
| April 14, 2004 | Jean SEymour Telesis Community Credit Union | application/vnd.ms-powerpoint |
| CU History Timeline | ||
| October 06, 2009 | Cortney Seaton Bayer Heritage FCU | application/vnd.ms-excel |
| Dealing with Difficult Members Outline | ||
| June 15, 2009 | Cortney Seaton Bayer Heritage FCU | application/msword |
| Dealing with Difficult Members Presentation | ||
| June 15, 2009 | Cortney Seaton Bayer Heritage FCU | application/vnd.ms-powerpoint |
| Directors Resource Glossary | ||
| March 15, 2006 | Jan Dietzenbach Iowa Credit Union League | application/msword |
| EFCU Employee Newsletter | ||
| October 04, 2007 | Cris Melancon E Federal Credit Union | application/pdf |
| Elements of Negotiability | ||
| March 05, 2009 | Wanda Norman MembersFirst CU | application/vnd.ms-powerpoint |
| Facilitator's Guide | ||
| July 31, 2009 | Jennifer Galley Achieva Credit Union | application/msword |
| FICO PowerPoint | ||
| July 18, 2008 | Varner Story Marriott Employees' FCU | application/vnd.ms-powerpoint |
| FICO Pre-test | ||
| July 18, 2008 | Varner Story Marriott Employees' FCU | application/msword |
| FICO Scoring Leader's Guide | ||
| July 18, 2008 | Varner Story Marriott Employees' FCU | application/msword |
| Glossary of Financial Terms | ||
| June 08, 2006 | Courtney Cantwell CUNA | application/pdf |
| ID Fraud | ||
| May 24, 2007 | Amanda Wilson Abacus Australian Mutuals | application/pdf |
| Identity Theft Slides | ||
| May 23, 2007 | Jamie Girot Fort Worth Community | application/vnd.ms-powerpoint |
| Insurance of Accounts | ||
| October 08, 2008 | Connie White Mid American CU | application/msword |
| Insurance of Accounts Powerpoint | ||
| October 08, 2008 | Connie White Mid American CU | application/vnd.ms-powerpoint |
| Insurance of Accounts Training | ||
| March 31, 2004 | Connie White Mid American Credit Union | application/msword |
| Lending Training | ||
| April 11, 2006 | Alison Quidato SCE Federal Credit Union | application/msword |
| Lending Training Presentation | ||
| April 11, 2006 | Alison Quidato SCE Federal Credit Union | application/vnd.ms-powerpoint |
| Mentor Curriculum | ||
| November 01, 2004 | Julie Palanuk Oregon Community Credit Union | application/msword |
| Microsoft Outlook Course | ||
| March 13, 2009 | April Berry Option 1 Credit Union | application/pdf |
| Microsoft Tips and Tricks | ||
| February 17, 2009 | April Berry Option 1 Credit Union | application/pdf |
| Microsoft Word Course | ||
| August 06, 2007 | Sue Bogan Justice FCU | application/msword |
| MSR Mystery Shop | ||
| April 10, 2007 | Cristy Newman floridacentral Credit Union | application/msword |
| Mystery Shopping Experience | ||
| April 07, 2008 | Tara Whitmire ELGA Credit Union | application/msword |
| One-on-One Training for Managers | ||
| April 30, 2006 | Kelli Blair 66 Federal Credit Union | application/vnd.ms-powerpoint |
| Operations Mentor Application | ||
| November 01, 2004 | Julie Palanuk Oregon Community Credit Union | application/msword |
| Operations Mentor Program | ||
| November 01, 2004 | Julie Palanuk Oregon Community Credit Union | application/msword |
| Orientation Follow up | ||
| March 24, 2005 | Joanne Ostrander Co-op Services Credit Union | application/msword |
| Outlook Calendar COurse | ||
| August 06, 2007 | Sue Bogan Justice FCU | application/msword |
| Outlook: Managing Email | ||
| August 06, 2007 | Sue Bogan Justice FCU | application/msword |
| P&S Trainers Guide | ||
| December 10, 2007 | Brandi Jordan L&N FCU | application/vnd.ms-excel |
| Pandemic Preparedness | ||
| May 12, 2006 | Connie White Mid American CU | application/msword |
| PostTest For BSA Review | ||
| January 13, 2006 | Sabrina Gallo SCE Federal Credit Union | application/pdf |
| Privacy & Member Confidentiality | ||
| April 16, 2008 | Elizabeth Kunkel Altra Federal CU | application/vnd.ms-powerpoint |
| Privacy Handout | ||
| April 16, 2008 | Elizabeth Kunkel Altra Federal CU | application/msword |
| Privacy Scenarios | ||
| April 16, 2008 | Elizabeth Kunkel Altra Federal CU | application/msword |
| Product Page - Example | ||
| March 24, 2005 | Ryan D. Howell Dow Chemical Employees' Credit Union | application/pdf |
| Product page - Example | ||
| March 25, 2005 | Alison Quidato SCE Federal Credit Union | application/pdf |
| Products & Services Reference Guide Sample | ||
| March 31, 2008 | Erin Walquist Star Choice Credit Union | application/pdf |
| Red Flag Presentation | ||
| June 22, 2009 | Cortney Seaton Bayer Heritage FCU | application/vnd.ms-powerpoint |
| Red Flag Update Training | ||
| June 22, 2009 | Cortney Seaton Bayer Heritage FCU | application/vnd.ms-powerpoint |
| Reg B Training | ||
| January 13, 2009 | Jamie Girot Fort Worth Community CU | application/msword |
| Reg B Training PowerPoint | ||
| January 13, 2009 | Jamie Girot Fort Worth Community CU | application/vnd.ms-powerpoint |
| Required Regulatory Training List | ||
| November 29, 2006 | Alisha Idahy Federal Credit Union | application/msword |
| Safe Deposit Agreement | ||
| March 13, 2008 | Priscilla Chuke Associated Credit Union of Texas | application/msword |
| Seminar Reporting Form | ||
| April 11, 2007 | Kelli Blair 66 Federal Credit Union | application/msword |
| Share Insurance | ||
| July 16, 2008 | Heather Line Idahy Federal Credit Union | application/vnd.ms-powerpoint |
| Share Insurance Practice Scenarios | ||
| October 08, 2008 | Heidi Ballard AFTRA-SAG FCU | application/msword |
| Share Insurance Quick Reference Guide | ||
| July 17, 2008 | Heather Line Idahy FCU | application/msword |
| Talking points on CU strength, deposit insurance-Federal | ||
| July 17, 2008 | CUNA Admin Credit Union National Association | application/pdf |
| Talking Points on CU Strength, Deposit Insurance-private | ||
| July 17, 2008 | CUNA Admin Credit Union National Association | application/pdf |
| Teller Mystery Shop | ||
| April 10, 2007 | Cristy Newman floridacentral Credit Union | application/msword |
| Trainer Checklist | ||
| August 03, 2004 | Susan McClendon Arizona State Savings & Credit Union | application/vnd.ms-excel |
| Trainers Standards | ||
| April 01, 2005 | Alison Quidato SCE Federal Credit Union | application/msword |
| TRIP Form | ||
| April 14, 2008 | Jennifer Galley Achieva Credit Union | application/pdf |
| USPS Return Mail Letter | ||
| April 16, 2009 | Michele Lipka Community Trust Credit Union | application/msword |
| VIN Quick Reference | ||
| July 21, 2008 | Heather Line Idahy FCU | application/msword |
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