Print Page   |   Your Cart   |   Sign In   |   Request an Account
Site Search
Sign In

Forgot your password?

Haven't registered yet?

Latest News
Increasing the Bottom Line By Preventing Losses Webinar
Register View Registrations Tell a Friend About This EventTell a Friend

Increasing the Bottom Line By Preventing Losses Webinar Export to Your Calendar


When: Thursday, November 6
2:00 - 3:30 p.m.
Where: In Your Credit Union
Kristina Kirchmer

Registration Information
Online registration is available until: 11/6/2014

Attracting new members while retaining existing members continues to be a major challenge in these unprecedented economic times.  The inherently risky nature of banking makes it even more difficult.  Throw in a chargeback, teller shortage, loan charge-off, or loss of any type and there is an immediate impact to the bottom line.

How many different categories of losses are there?  Whether it is cash control, embezzlement, teller shortages, loan losses, or chargebacks, this presentation will address the importance of minimizing losses.  Every day your credit union handles documents and cash worth tens of thousands of dollars.  Therefore, you must constantly be alert to fraudulent attempts.  A former security officer stated, “When what you work with starts looking like cash, it is time to get a new job.”

This presentation will teach skills to combat losses.  You will learn the single most critical element to minimizing losses in addition to one step which will prevent many losses from occurring.  


  • Why it is so important to minimize losses – the effect on the bottom line

  • The most important element to reduce losses – identification

  • A key process to reduce teller losses – understanding mathematical solutions

    • Two mathematical formulas every teller should know

  • Better to have and not need than need and not have – quality documentation



    • The rule of 2s and the rule of 9s

    • Sample checklist to locate teller errors

    • Sample template for documentation of encounters with members

    • Employee training log

    • Quiz you can administer to measure staff learning and a separate answer key

Attendance verification for CE credits provided upon request.

Who Should Attend?

This informative session is designed for all branch employees, especially teller supervisors, lead tellers, and branch staff.

About the Presenter – John Baptista Jr., Impact Training & Consulting
John Baptista combines over three decades of experience in the financial industry and business world with specialties in management and customer service.  A seasoned consultant and presenter, John’s real world experiences bring a unique dimension to his programs.  As the youngest branch manager in the history of one of the largest California banks, John recognized early the importance of service and was ranked in the top 10% out of 2000+ employees for providing the best customer service.

A graduate of the University of Southern California and the University of San Diego, John’s training style is down-to-earth and engaging, with a practical approach.  His exceptional communication skills allow him to keep participants engaged and target his message to a variety of skill levels.  He turns the theory of the text book into practical application.

Educational Investment:

Asset Size Live Webinar Only Archive Only Live Webinar & Archive
Over $75 million




$25 - $75 million




Under $25 million




Education Scholarship

Scholarships are available for all KCUA education events. Scholarships pay 100% of registration fee for credit unions under $25M, 50% for credit unions between $25-$75M and 25% for credit unions over $75M.



Upon registration, you will receive an email confirmation that you can print for your records. Connecting instructions will be emailed to you approximately two days before the event.

Cancellation Policy:

Sorry, no cancellations are allowed after connecting instructions and handout materials are distributed to registrants. Substitutions are welcomed and encouraged.

Please note: The live webinar option allows you to have one telephone connection for the audio portion and one Internet connection (from a single computer terminal) to view online visuals as the presentation is delivered. You may have as many people as you like listen from your office speaker phone.



« Go to Upcoming Event List