Event Archives

ACH Open Forum – Conference Call

Tiffany Markey, Mid-Atlantic Corporate FCU
November 7, 2007

Tiffany Markey began the session with a short update of new ACH information.  She then spent the majority of the call answering attendees’ ACH questions.
Play Conference Call (MP3, 12.1MB)  |  Conference Call Handout (PDF, 245KB)

ACH Files and Returns Webinar

Tiffany Markey, Mid-Atlantic Corporate FCU
October 3, 2007

Tiffany Markey, Implementation Coordinator for Mid-Atlantic Corporate FCU reviewed processing ACH files and returns online, including information about system enhancements. She demonstrated setting up user information, deleting files, and removing and setting file flags. This webinar also showed how to create and verify returns, upload a return or origination file, and send returns, files and set files. Finally, Tiffany gave an overview of how to pull various reports through the Report Manager. This webinar covered the same information as the session on October 2.
Play Webinar  |  Webinar Handout (PDF, 2MB)

ACH Originations Webinar

Tiffany Markey, Mid-Atlantic Corporate FCU
July 11, 2007

Tiffany Markey reviewed the ACH Database, Modify Database functionality and member payment information.  She also discussed returned originations, how to resubmit a payment or enter a reversal.  Tiffany examined how to research the status of items, the deletion of batches and creating reports form the Batch List.
Play Webinar  |  Webinar Handout (PDF, 424KB)

ALM Issues in a Declining Rate Environment Conference Call

Bruce Six, Mid Atlantic Corporate FCU
Ray Fisher, Fisher-Rager Consulting

April 24, 2008

Bruce Six, SVP, Asset Liability Management for Mid-Atlantic Corporate and Ray Fisher, from Fisher-Rager Consulting, reviewed ALM Issues in a Declining Rate Environment.  Ray discussed the importance of understanding and managing cash flow.  Then, Bruce explored the question, “Where did my callable investments go?” He discussed investment traps to watch out for, as well as reviewed current investment opportunities. Finally, Ray explored how to sharpen your pencil on loan/share pricing, and grow marginal business.

Play Conference Call (MP3, 36.6MB)  |  Conference Call Handout (PDF, 7.3MB)

Offering and Managing Money Market Share Accounts – Conference Call

Ray Fisher, Fisher-Rager Consulting
February 5, 2008

Ray Fisher discussed future balance sheet growth using a Money Market Deposit Account (MMDA) share product.  This product is attractive, because many members want to shift their money from a savings/certificate share to a Money Market account.  Learn how to perform “what-if” analysis on the new share, and the importance of timing the introduction of an MMDA.  Ray reviewed proper pricing, how to invest MMDA shares, and the pros and cons of adding an MMDA product.  Finally, Ray discussed how adding this product will affect asset liability management at your credit union.
Play Conference Call (MP3, 28.2MB)  |  Conference Call Handout (PDF, 7.3MB)

The ABC's of ALM for Directors...What You Need to Know to Do Your Job Conference Call

Ray Fisher, Fisher-Rager Consulting
October 18, 2007

Join Ray Fisher, from Fisher-Rager Consulting, for an evening conference call specifically designed for credit union board members. Ray discussed why the regulators constantly encourage ALM education for credit union directors. He also explored the ABC's of asset/liability management: A - Accepting responsibility for ALM safety and soundness B - Balancing risk with reward C - Comprehending ALM using simple, easy to understand reports
Play Conference Call (MP3, 26.2MB)  |  Conference Call Handout (PDF, 7.3MB)

ALCO – What’s on the Agenda! Conference Call

Ray Fisher, Fisher-Rager Consulting
July 25, 2007

Ray Fisher discussed topics on an ALCO agenda and the importance of detailed minutes covering the agenda items.
Play Conference Call (MP3, 32.2MB)  |  Conference Call Handout (PDF, 7.3MB)

ALM Issues With A Flat Inverted Yield Curve

Ray Fisher, Fisher-Rager Consulting
April 24, 2007

Ray Fisher discusses what a flat/inverted yield curve means, as well as examined loan growth, loan pricing, share growth and share outflow. He also discusses the current economic environment and explored various investment opportunities.
Play Conference Call (MP3, 25.5MB)  |  Conference Call Handout (PDF, 5.6MB)

Understanding Cash Flow Modeling & The ALM Process Conference Call

Ray Fisher, Fisher-Rager Consulting
January 25, 2007

Ray Fisher discusses how the cash flow model works in developing ALM risk measurements. He also highlights key elements to know about the model when an examiner visits.
Play Conference Call (MP3, 13.6MB)  |  Conference Call Handout (PDF, 1.8MB)

MoneyPass Conference Call

Steve Gauger, Élan Financial Services
September 18, 2007

Steve Gauger discussed MoneyPass, the fastest growing surcharge free network in the country.  He explored why joining a surcharge free network levels the playing field against large ATM deployers, and helps your members perform ATM transactions at foreign terminals without having to pay a surcharge.  Steve reviewed the geographic coverage, concentration of ATMs by state and pricing for participation in the MoneyPass Network.
Play Conference Call (MP3, 12.3MB)  |  Conference Call Handout (PDF, 2.74MB)

ATM-Debit Processing Conference Call

Bob Miszkiewicz, Élan Financial Services
June 7, 2007

Bob Miszkiewicz discussed new ATM and debit processing products and services that will help credit unions streamline processes, reduce operating costs and grow profitability.  He examined the latest fraud management tools used in the industry to combat the growing fraud concerns relating to debit card issuance.  In addition, Bob looked at the benefits and value of participating in surcharge free networks
Play Conference Call (MP3, 22.9MB)  |  Conference Call Handout (PDF, 1MB)

Prepaid Products Conference Call

Scott Timmerman, Élan Financial Services
February 8, 2007

Scott Timmerman discusses the various prepaid cards that Élan Financial Services has to offer, including information on the DebitPass, PayCard and Gift Card.
Play Conference Call (MP3, 12.5MB)  |  Conference Call Handout (PDF, 2.3MB)

Practical Implications of Foreclosures – Conference Call

Jon Rhodes and Ken deMello from CU Collections, LLC and Paul O’Reilly from the law firm of O’Reilly and Mark, PC.
January 24, 2008

Jon Rhodes, Ken deMello and Paul O’Reilly discussed the foreclosure process, including differences between foreclosures in Pennsylvania, Delaware, Maryland, and Washington, D.C., and the legal requirements in each jurisdiction. They also discussed options available to credit unions regarding foreclosures, and how to determine the best option for each circumstance.
Play Conference Call (MP3, 23.5MB)  |  Conference Call Handout (PDF, 532KB)

The Basics of Foreclosures – Conference Call

Jon Rhodes, CU Collections, LLC; Mike Mohney, Innovative Strategic Solutions, LLC; and Paul O'Reilly, The Law Firm of O'Reilly & Mark, PC.
April 5, 2007

The presenters discuss the basics of foreclosures and answer questions from credit union participants.
Play Conference Call (MP3, 12.5MB)  |  Conference Call Handout (PDF, 1.4MB)

Electronic Bill Payment Webinar

Teresa Stetler, Mid-Atlantic Corporate FCU
October 30, 2007

Teresa Stetler, Corporate Account Manager for Mid-Atlantic Corporate FCU hosted this webinar specifically designed for current users of the MY CU^® Services' electronic bill payment program. Teresa examined how users can get the most beneficial use out of the current EBP service. She reviewed functionality highlights, including a demonstration of the Express Payments feature. She also discussed system enhancements to look for in the future. This session is specifically designed for current MY CU^® Services' EBP users.
Play Webinar   |  

Electronic Bill Payment Webinar

Teresa Stetler, Mid-Atlantic Corporate FCU
May 22, 2007

Teresa discussed the benefits of offering electronic bill payment through MY CU^® Services, LLC, a CUSO of Mid-Atlantic Corporate FCU.  This one-hour webinar was designed for credit unions not currently using MY CU^® Services for their electronic bill payment processing.  MY CU^® Services’ EBP program can easily be integrated with products offered by any homebanking provider or data processing system.  This service may also function as a stand-alone EBP system, making MY CU^® Services a unique option when offering electronic bill payment to your members. Teresa discussed the benefits of a single sign-on EBP system, electronic remittance, and accessing online images of payments.  She also conducted a product demo of the front-end system.
Play Webinar   |  Webinar Handout (PDF, 3.2MB)

International Wires Webinar

Tiffany Markey, Mid-Atlantic Corporate FCU
March 22, 2007

Tiffany Markey gives a demonstration of the International Wires system on Zephyr^®, and discusses the benefits of offering this service to the credit unions' members.
Play Webinar  |  Webinar Handout (PDF, 331KB)

A Current Economic and Market Update Conference Calll

Brad Stewart, Mid-Atlantic Corporate FCU
April 9, 2008

Brad Stewart, SVP/ CIO examines the present economic situation, and gave his forecast for the future of the market. Brad relied upon current and timely information to discuss the existing state of the economy.
Play Conference Call (MP3, 21.3 MB)

The Economy – What Happens Next? Conference Call

Brad Stewart, Mid-Atlantic Corporate FCU
January 15, 2008

There are many market possibilities that directly affect current economy conditions.  In this session, Brad Stewart, SVP/CIO reviewed the details of recent Federal Reserve actions.  He explored the possibility of a recession, as a result of housing and consumer conditions.  In addition, Brad discussed the possibility of inflation, as predicted by the rising prices of gold and oil.  Finally, Brad defined investment strategies that can be taken with each of these possibilities.
Play Conference Call (Webex, 21.3 MB)

Lending To Liquidity Conference Call

Chip Stake, Mid-Atlantic Corporate FCU
March 6, 2007

Chip Stake gives an overview of the economy as it relates to lending. He also gives a 2006 lending overview from the perspectives of both the credit union and the Corporate. A review of various loan products to help credit unions with liquidity needs in 2007 is presented as well. Chip also provides a update on loans through Zephyr^® and other changes to loan products is also provided.
Play Conference Call (Webex, 9.5MB)

Multifactor Authentication - What Does NCUA Say You REALLY Need? Conference Call

Mark Bell, Digital Defense, Inc.
August 29, 2007

By now, most credit unions should have already implemented their multifactor authentication mechanisms for online services.  But is this all that is needed to protect your institution?  Mark explored the answer to this question and more in this one-hour conference call.
Play Conference Call (MP3, 12MB)  |  Conference Call Handout (PDF, 5.49MB)

Remote Branch Capture – Webinar

Teresa Stetler, Mid-Atlantic Corporate FCU
March 27, 2008

Participate in a seminar without leaving your desk!  Learn more about Remote Branch Capture by playing this one-hour webinar, which was recorded Thursday, March 27.  Teresa Stetler, Corporate Account Manager, reviews the benefits of the Remote Branch Capture program and conducts a product demo. 
Webinar

Helping Your Members Become Part of Your Security Team – Conference Call

Tom DeSot, Digital Defense, Inc.
November 15, 2007

You have implemented the latest firewall, and the top of the line intrusion prevention system.  You have anti-virus software on every computer in your enterprise and you have an information security policy that is second to none.  Think you've got it all covered?  If you're not training your membership on what they need to do to protect themselves, and ultimately your institution, you're only half way there.  Tom DeSot discussed why member awareness is a critical part of any good information security program, and ultimately leads to a more secure institution overall.
Play Conference Call (MP3, 14.7MB)  |  Conference Call Handout (PDF, 2.2MB)

Enterprise Risk Assessments Conference Call

Tom DeSot, Digital Defense, Inc.
March 18, 2008

Every day credit unions are faced with a multitude of choices regarding which security technologies they should implement to protect their systems and the data that resides on them. In this conference call, Tom DeSot discusses how a risk assessment allows an institution to understand where their critical data resides, what risks are associated with the data, the controls currently in place to protect the data, and if anything else needs to be done to mitigate the risks.
Play Conference Call (MP3, 14.7MB)  |  Conference Call Handout (PDF, 2.4MB)

Session: Succession Planning for Board Directors - Webinar

Monica Gould, President for Strategic Consulting Partners.
Date: May 7, 2008

Learn the importance of succession planning in the credit union arena. Monica Gould, President of Strategic Consulting Partners, identified the key steps to succession planning.  She covered how to formulate succession planning metrics, as well as, the process in developing an action strategy for your credit union to protect its future.  Finally, Monica discussed the success factors critical in creating and implementing an effective succession plan.

Click here to read Monica Gould’s bio.  Monica can be reached at monica@yourstrategicconsultant.com or (717) 790-8723.

Play Webinar  Webinar Handout (PDF, 256KB)

Succession Planning for Credit Union Management

Monica Gould, President for Strategic Consulting Partners.
February 21, 2008

Learn the importance of creating a succession plan for the growth of your credit union.  Monica Gould examined the key elements of succession planning.  She reviewed the steps you need to undertake succession planning at your credit union, and explored ways to grow current talent into future leaders.  Finally, Monica helped develop strategies to recruit talent that will help you meet your credit union’s future needs.

Click here to read Monica Gould’s bio.  Monica can be reached at monica@yourstrategicconsultant.com or (717) 790-8723.

Play Webinar  |  Webinar Handout (PDF, 331KB)

Zephyr^® Webinar

Mark Wasilewski, Mid-Atlantic Corporate FCU
August 14, 2007

Mark Wasilewski demonstrated balance reporting, cash orders, e-statements information requests, minor administrative functions, corporate share drafts, PPDs and money orders, member share drafts, file transmissions and image requests.  Mark also reviewed multifactor authentication, and how it relates to logging into Zephyr^®.
Play Webinar