Event Archives

International ACH Transaction Webinar

Tiffany Markey, AAP, Implementation Coordinator
August 25, 2009

Join Tiffany Markey, AAP, Implementation Coordinator as she reviews the updates to the ACH rules. In an attempt to better identify international transactions, OFAC and the ACH Rules have joined forces to create a new set of standards and coding to take place on September 18, 2009. Tiffany discussed the upcoming changes to the Office of Foreign Assets Control (OFAC) to include International ACH Transactions (IAT).

Play Webinar | Webinar Handout 1 (PDF, 788KB) Webinar Handout 2 (PDF, 7MB)

ACH Origination New Users Webinar

Mike Moyer, EFT Manager and Tiffany Markey, AAP, Implementation Coordinator
June 9, 2009

Join Mike Moyer and Tiffany Markey for this webinar that was specifically designed for new institutions not currently using the ACH Originations system. They reviewed features and enhancements of the new system including the setup and edit capabilities of users, and handling recurring and single payments. Mike also covered the reporting features of the system and addressed many questions.

Play Webinar | Webinar Handout (PDF, 1.4MB)

ACH Processing Files & Returns Webinar

Tiffany Markey, Mid-Atlantic Corporate FCU
May 20, 2009

Tiffany Markey, AAP, Implementation Coordinator explored features helpful to ACH Processing on the Files & Returns system.  She covered features such as Single Sign-On through Zephyr and the benefits of the Incoming Monitor. Tiffany also discussed how to handle duplicate and deleting files, what to do when users are locked from the system, what to do when the application window has locked and the Audit Trail.   Play Webinar | Webinar Handout (PDF, 6.5MB)

Daily ACH Process Webinar

Tiffany Markey, Mid-Atlantic Corporate FCU
January 22, 2009

In this one-hour webinar, Tiffany Markey reviewed the daily ACH process. She discussed the order the ACH work should be processed. She also included information and examples on retrieving files, reporting, settlement, and posting. She went through processes of return entries and gave live examples. Finally, Tiffany reviewed some common settlement issues, deadlines and timeframes.  
Play Webinar | Webinar Handout (PDF, 2MB)

Changes to ACH Rules

Tiffany Markey, Mid-Atlantic Corporate FCU
May 22, 2008

Tiffany Markey, the Implementation Coordinator at Mid-Atlantic Corporate discussed the current rules of the National System of Fines, as well as how they have been modified for 2008. She also elaborated on the Company Name Identification Rule and the ODFI Reporting Requirements.  
Play Conference Call (MP3, 12.1MB)  | Conference Call Handout (PDF, 245KB)

Balance Sheet Management Group Webinar

Bruce Six, Mid-Atlantic Corporate FCU
June 10, 2010

Join Bruce Six, SVP Investments/CIO for this one-hour webinar about Mid-Atlantic Corporate’s Balance Sheet Management Group. This webinar explained Net Economic Value (NEV) and showed why it is so important to the regulators, as well as looked at the value Net Interest Income simulation can be for management decision-making. Also included were explanations of how management can use the results of their asset liability (AL) model to identify maturity bubbles for both asset items and certificates of deposit and the reason your assumptions are the foundation of mode setup.
Play Webinar  |  Webinar Handout - Corrected (PDF, 2.3MMB)

Asset Liability Management without the Model Conference Call

Bruce Six, Mid-Atlantic Corporate FCU
November 24, 2009

The Asset Liability Management model is a critically important and powerful tool, but many times the results raise more questions than the answers. What “Other” Balance Sheet Management exercises should management include in the ALCO process to fill in more of the picture of the condition of the balance sheet? Join Bruce Six, SVP/CIO as he discussed alternative options to the ALM computer model.

Play Conference Call (MP3, 22.9MB)   

Strategic Planning without Knowing Where you Are –
How Does that Work? Conference Call

Bruce Six, Mid-Atlantic Corporate FCU
August 25, 2009

Join Bruce Six as he discussed the most effective way to combine ALM and Strategic Planning. Strategic planning represents a credit unions road map to a three to five year destination. How is management supposed to create a vision of what the credit union should look like in the future and how to get there if the current position of the balance sheet is unknown? He explored how combining ALM and Strategic Planning gives management a GPS tool to not only know where the credit union is today, but also forward vision to navigate to the destination.

Play Conference Call (MP3, 15.8MB)   

Engaging the Board in the Balance Sheet Management
Process Conference Call

Bruce Six, Mid-Atlantic Corporate FCU
June 25, 2009

In this session, Bruce Six, SVP/Asset Liability Management, discussed how to effectively educate your board on the importance of ALM modeling and how it can positively impact your balance sheet. He also touched on the importance of credit unions dedicating at least one Board meeting to education of the ALM process and reviewing the assumptions used to create the modeled results.

Play Conference Call (MP3, 16.5MB)  |  Conference Call Handout (PDF, 960KB)

Why Not, What If? ALM Conference Call

Bruce Six, Mid-Atlantic Corporate FCU
February 10, 2009

Bruce Six, SVP, Asset Liability Management for Mid-Atlantic Corporate explored the benefits of having an effective ALCO and not just using it as a regulatory exercise. He reviewed the risks that exist in the credit union business and strategies for setting current rates. Finally, Bruce examined three different “What If” scenarios and how they can help your credit union when utilized.

Play Conference Call (MP3, 15.2MB)  |  Conference Call Handout (PDF, 6.1MB)

Stress Management Strategies for Dealing with the Current Economic Climate Webinar

Karie Batzler, TMC: Train, Mediate & Coach
December 8, 2009

Join Karie Batzler, CEO of TMC: Train, Mediate & Coach as she discussed how the affects of this year’s economic downturn has presented a unique challenge to employers to find methods to motivate your employees to continue to perform. During this webinar, Karie shared her expertise regarding how your credit union can proactively support and motivate your staff regarding the toll that many employees have been experiencing which may include: increased quantity of work, fear that positions maybe cut, and/or feelings of anger/sadness that workplace friends, family members or neighbors were laid off.
Play Webinar  |  Webinar Handout (PDF, 192KMB)

10 Hottest Topics in 401(k) Plans Webinar

Trisha Brambley, President, RESOURCES for Retirement
March 18, 2009

Join Trisha Brambley, President of RESOURCES for Retirement for this one-hour webinar where she discussed the ten most talked about topics in retirement planning that has people wondering whether their retirement is safe. Throughout this webinar Trisha reviewed plan fees, adequacy of savings rates, how to help participants save for a lifetime, and other points of interest.
Play Webinar  |  Webinar Handout (PDF, 4.2MB)

Working Hard-Core Delinquent Accounts– Conference Call

Jon Rhodes from CU Collections, LLC
April 15, 2009

Jon Rhodes from CU Collections, LLC collaborated with William Feldman, Attorney-at-Law, who runs a law practice in the Washington, DC area, on the best strategies to maximize returns on hard-core delinquent accounts.  The discussion focused on when it is in a credit union’s best interest to sue and/or foreclose and how you should compensate your legal counsel to ensure that you get the most return from your legal expenses.
Play Conference Call (MP3, 41.8MB)  |  Conference Call Handout (PDF, 5.7MB)

Avoiding Holiday Delinquencies – Conference Call

Jon Rhodes from CU Collections, LLC
October 22, 2009

Many credit unions realize an increase in delinquent accounts during the holidays. How can credit unions avoid this issue in today’s environment especially given that the current economy is already increasing the delinquency ratios of credit unions?  This educational session identified the current trends in credit union asset quality and discussed the ramifications on loan underwriting. Join Jon Rhodes, CU Collections along with Joli Ann Wood from New England Bankcard Association and David Sojka from Trans Union as they discussed collection techniques that will help to deter delinquencies.
Play Conference Call (MP3, 25.4MB)  |  Conference Call Handout (PDF, 9.4MB)

Corporate Stabilization Update Conference Call

Jay Murray, President/CEO, Mid-Atlantic Corporate FCU
February 19, 2009

Jay Murray, President/CEO at Mid-Atlantic Corporate discussed the impact that the corporate stabilization plan will have on Mid-Atlantic, as well as on natural-person credit unions. Jay went over Mid-Atlantic’s financial status and the affects the recent announcement has had. Finally, he answered questions regarding the extension of guarantee and access to TARP funds.
Play Conference Call (MP3, 29.8MB)

Electronic Bill Payment Biz 2.0 Webinar

James Hyde, iPay Technologies
January 21, 2010

Financial institutions are bridging gaps, deepening relationships and becoming trusted partners to their growing small-business bases by providing the tools they need to automate the burdensome back office operations. MY CU Service’s Business Bill Pay with billpayperless™ online invoicing technology is the latest in a line of bill pay innovations.  Biz 2.0 provides small businesses the administrative relief they need in tough economic times.  Join, James Hyde, SVP Direct Sales from iPay Technologies as he reviewed features like electronic payroll deposits, expansive role based permissions, tax payments and branded online invoicing that Credit Unions can use to broaden their portfolio offerings and capture more of the small business market.
Play Webinar   |  

Mid-Year Economic Webinar

Bruce Six SVP/CIO, Mid-Atlantic Corporate
July 14, 2010

With 2010 half way over, we discussed briefly how far the economy has come to recover and try to identify some of the stress that remains. Then we looked at the projections for interest rate moves both in the overnight market and the term yield curve. Finally, Bruce explored what these rate projections could mean to your credit unions pricing strategy.
Play Webinar  |  Webinar Handout (PDF, 534KB) 

Remember the Golden Rule Conference Call

Bruce Six SVP/CIO, Mid-Atlantic Corporate
April 8, 2010

Those who have the gold, make the rules.  This has never been truer, whether talking about the national debt and the amount of foreign purchasers of US Treasury debt, or the credit union and the dollars members have deposited in search of safety at the expense of yield.  Join Bruce Six, SVP/CIO of Mid-Atlantic Corporate as he explored the potential impact of a ballooning national debt and the need to control inflation and sovereign control of the government’s balance sheet and then drill down to what many credit unions will be faced with as the economy gets its feet and members feel comfortable taking on some level of risk.
Play Conference Call (MP3,20.9MB)  

Economic Update: A New Year with Old Challenges
Conference Call

Bruce Six SVP/CIO, Mid-Atlantic Corporate
January 13, 2010

The year 2009 is done, but will this new year be a “10”.  As with all economic forecasts, the key to the future rests with decisions made in the past.  Join Bruce Six, SVP/CIO of Mid-Atlantic Corporate FCU, as he reviewed 2008 and 2009 to try and gauge the impact our current situation could have on interest rates; member deposits and loans; and overall economic performance.
Play Conference Call (MP3,27.0MB)  

Economic Update Conference Call

Bruce Six SVP/CIO, Mid-Atlantic Corporate
October 14, 2009

Has the economy reached a turning point? Equity markets have rallied from the lows of early March and the longer end of the bond market is taking a defensive position in anticipation of inflation. Internationally, government stimulus programs are pouring money into economies in the United States, China, Europe and others. Where do we really stand in our economic recovery and what upside opportunities and downside risks still exist? Bruce Six, SVP/CIO of Mid-Atlantic explored the most up to date economic data and supplied some clarity on what the state of the economy will mean to the state of your credit union.
Play Conference Call (MP3,13.5MB)  

Lending and Liquidity in the Current Market Conference Call

Chip Stake, Senior Loan Officer
August 12, 2009

In this session, Chip Stake, Senior Loan Officer, gave an overview of the economy as it relates to lending. He also discussed challenges facing credit unions in today’s environment and what credit unions are doing to meet these challenges. Finally, Chip reviewed how Asset & Liability Management applies to lending.
Play Conference Call (MP3,31MB)  

Is the Economy Improving? Conference Call

Brad Stewart, SVP/CIO, and Bruce Six, SVP/ALM, Mid-Atlantic Corporate
July 9, 2009

In this session, Brad Stewart and Bruce Six discussed recent economic news from the Federal Reserve and Administration that continue to give hope to the economy. They also examined the most up to date economic factors such as, the housing market, current unemployment rate, retail demand and the stock market. Finally, they reviewed how these factors are positive indicators for the economy.
Play Conference Call (MP3,14.8MB)  

Analysis of Asset Quality Trends in
Credit Unions Conference Call

Jon Rhodes, President/CEO, CU Collections
May 14, 2009

Join Jon Rhodes, of CU Collections for a one-hour conference call as he examined the recent swings in home prices and the increasing number of people unemployed. Jon also evaluated their mathematical correlation to credit union’s delinquency and charge-off ratios. Finally, Jon concluded by reviewing how to control loan losses and what actions should be taken on delinquent loans.
Play Conference Call (MP3,19MB)  |  Conference Call Handout (PDF, 1.3MB)

The Latest Economic Update Conference Call

Brad Stewart, Mid-Atlantic Corporate FCU
April 9, 2009

Get the most recent information on what has been transpiring in our economy since January. Join Brad Stewart, SVP/CIO for this one-hour economic and market update. In this session, Brad provided a follow up to his previous conference call on January 14, and discussed what has happened in the market since then. He examined the most up to date economic factors such as, the housing market and employment situation. Finally, Brad discussed his predictions for the second half of 2009.
Play Conference Call (MP3, 20.3 MB)

The Economy- What’s Happening? Conference Call

Brad Stewart, Mid-Atlantic Corporate FCU
January 14, 2009

Want to get the latest information on what has been happening in this volatile market. In this session, Brad discussed what has been going on with the current credit crisis and what we can expect to see in the upcoming months. He provided his insights on the market while examining the most up to date economic factors such as, the housing market, employment situation and the actions taken by the Federal Reserve.
Play Conference Call (MP3, 28.8 MB)

Remote Branch Capture Webinar

Kenny Coombs, Implementation Coordinator, Mid-Atlantic Corporate FCU
March 23, 2010

Learn more about the features of Remote Branch Capture during this one-hour webinar. Kenny Coombs, Implementation Coordinator, reviewed the benefits of the Remote Branch Capture program and conducted a product demo of both the Bluepoint and Goldleaf products. He also highlighted the benefits and features of Mid-Atlantic’s multiple remote solutions.
Webinar

Remote Branch Capture – Webinar

Lisa Kelly, Mid-Atlantic Corporate FCU
February 19, 2009

Want to learn about the updates to the Remote Branch Capture program? Join Lisa Kelly, Implementation Coordinator for this webinar that is specifically designed for current users of the Bluepoint Remote Branch Capture program. Lisa reviewed the scanning process, research capabilities, balancing, returns process and common trouble shooting procedures.
Webinar

Remote Merchant Capture Webinar

Kenny Coombs, Implementation Coordinator.
May 11, 2010

Want to learn about the benefits and features of the Remote Merchant Capture program? Join Kenny Coombs as he discussed how you can grow your business while helping your business accounts grow too with Merchant Capture. He will also provide a product demonstration and review the benefits of merchants working through the same system from multiple points of entry.
Play Webinar  |  Webinar Handout (PDF, 1.2MB)

Remote Teller Capture Webinar

Ron Pease, Bluepoint Solutions, Inc.
February 9, 2010

Join Ron Pease, Bluepoint Solutions, Inc. for this one hour webinar as he discussed some of the myths associated with the costs of Check21 Teller Capture. After reviewing some facts about Check21 Teller Capture Ron gave a live product demo. This method of capturing checks allows financial institutions to fully realize the greatest cost savings, operational efficiencies, and environmental impact, while preventing fraud and improving member experience. He also discussed and demoed the features of Receipt Manager, which offers a powerful set of transaction tools that utilizes best practices in document management. This provides your credit union the ability to warehouse all transactional information, including everything presented or captured at the teller window. Receipt Manager produces an electronic image of every transaction, then stores images and data instantly, making them available to any authorized employee from any location.
Play Webinar 

Remote Teller Capture Webinar

Mark Reesing,Bluepoint Solutions, Inc.
September 29, 2009

Join Mark Reesing, Bluepoint Solutions, Inc. as he discussed the Check21 Teller with Receipt Manager for this one hour webinar. C21 Teller Capture can capture checks, real-time, at the point-of-presentment. This new method of capturing checks allows financial institutions to fully realize the greatest cost savings, operational efficiencies, an environmental impact while preventing fraud and improving member experience. Receipt Manager is a powerful set of transaction tools that offers financial institutions the ability to warehouse all transactional information, including everything presented or captured at the teller window. Receipt Manager produces an electronic image of every client transaction, then stores images and data instantly, making them available to any authorized employee from any location. Mark demonstrated the Remote Teller Capture and went over the features of the Research function.
Play Webinar 

Remote Merchant Capture Webinar

Michelle Fludovich, Assistant Manager, Implementation
August 20, 2009

Want to learn about the benefits and features of the Remote Merchant Capture program? Join Michelle Fludovich, Assistant Manager Implementation, as she discussed how you can grow your business while helping your business accounts grow too with Merchant Capture. She has provided a product demonstration and reviewed the benefits of merchants working through the same system from multiple points of entry.
Play Webinar  |  Webinar Handout (PDF, 1.1MB)

Phishing Attacks Conference Call

Tom DeSot, Chief Compliance Officer, Digital Defense, Inc
March 16, 2010

It is a fact, malicious individuals and organized crime syndicates are utilizing ever more sophisticated techniques in an attempt to gain access to your members’ confidential financial information. In the past, poorly crafted e-mails served as their primary avenue of attack, however times have changed and so have their tactics. Join Tom DeSot, Chief Compliance Officer with Digital Defense, Inc. as he discussed the latest tools and methods attackers are using to defraud your membership and what you can do to protect them as well as your institution.

The Basics of Information Security: Increasing Awareness Webinar

Dick Carberry, Mid-Atlantic Corporate FCU
January 27, 2010

If you feel that you are in the dark when it comes to basic computer and network security, please join us for this information security webinar, where Mid-Atlantic’s Security Administrator, Dick Carberry, covered the basics of computer and network security. The session included a list of security measures that you should already have in place at your credit union, as well as examples of active threats, exploits and techniques used by today’s cybercriminals and the various ways that you can help to mitigate these issues. The first step in being able to properly mitigate against computer security threats is to simply keep yourself aware and up to date with the knowledge of what threats exist and how to defend against them. Listening a session such as this one is a great way to get started.
Play Webinar  |  Webinar Handout (PDF,699KB)

Compliance Issues Conference Call

Tom DeSot, Chief Compliance Officer, Digital Defense, Inc.
September 24, 2009

Each credit union within the United States is required to have an information security program in place.  But what does that mean?  Is doing a risk assessment and vulnerability scanning, perhaps with some staff training, enough? Hardly. The NCUA is expecting all institutions to have a robust, diverse program in place to address the myriad of threats facing institutions today.  Join Tom DeSot, Chief Compliance Officer at Digital Defense, Inc. as he covered what you need to know to ensure your next regulatory IS&T exam is not fraught with challenges, or even worse, findings.
Play Conference Call (MP3, 31.8MB)  |  Conference Call Handout (PDF, 396KB)

Identity Theft Issues Conference Call

Tom DeSot, Digital Defense, Inc.
March 24, 2009

It is the scourge of our age. Identity theft. You hear about it on the news, you read about it in trade magazines, and your members approach you almost daily wanting to know how they can protect themselves and their families. Join Tom DeSot, Digital Defense's Chief Compliance Officer, for an informative session as he discussed the latest trends in identity theft and what you, and your membership, can do to thwart the ever-increasing onslaught of identity theft attacks.
Play Conference Call (MP3, 32.6MB)  |  Conference Call Handout (PDF, 628KB)

Session: Succession Planning for Board Directors Webinar

Monica Gould, President for Strategic Consulting Partners.
Date: November 5,  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 

Session: Succession Planning for Credit Union Management - Webinar

Monica Gould, President for Strategic Consulting Partners.
Date: August 20, 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, 5.2 MB)

Session: Mid-Atlantic Corporate Webcast

Jay Murray, CEO
Date: January 26, 2010

Mid-Atlantic Corporate has been holding Town Hall Meetings across the region to discuss our new membership structure, as well as provide additional insight into our full plan for moving the Corporate forward.Our Town Hall Meeting in Harrisburg on Tuesday, January 26, 2010 was recorded for members to view at their convenience.  To view the replay of this meeting, please log into Zephyr®.  The links to the replay and audio only recording are located on the Documents page under the “Town Hall Meetings” header. 

Moving Forward DVD

Jay Murray, CEO
Date: January 11, 2010

A message to you and your Board of Directors regarding Mid-Atlantic's membership structure and our capital conversion plan. For Mac users, the video is optimized for Firefox web browser.