Event Calendar

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All Events in Category: Webinars

Director Series: Strategic Planning Best Practices for the Board & Senior Management

Tue 5th May 2015

Revised Escrow Rules Effective Auguts 1, 2015

Wed 6th May 2015

Introduction to ComplySight

Thu 7th May 2015

IRA Series: IRA Death Distributions: Beneficiary Options & Tax Consequences

Tue 12th May 2015

Introduction to ComplySight

Tue 12th May 2015

Duties of the Board Secretary:  Fundamentals, Best Practices & E-Package Delivery

Wed 13th May 2015

Home Equity, HELOC & Second Lien Risk Management, Including Maturing HELOC Guidance

Thu 14th May 2015

HR Series: You’re the New HR Officer, Now What?

Tue 19th May 2015

Advanced ACH Specialist Series:ACH (DNEs) & Reclamations:  Your CU’s Liability

Wed 20th May 2015

Wire Transfer Compliance: Who is Liable?

Thu 21st May 2015

Introduction to ComplySight

Thu 21st May 2015

Testing Loan Audit Procedures for Integrated Disclosure Compliance Before the August 1st Deadline

Tue 26th May 2015

The ALLL in Troubled Debt Restructuring:  Identifying & Accounting for Impaired Loans

Thu 28th May 2015

Introduction to ComplySight

Thu 28th May 2015

Introduction to Call Reporting

Tue 2nd Jun 2015

Collection Call Techniques:  Compliant Telephone Scripts & Responses

Wed 3rd Jun 2015

Commercial Loan Application Danger Zones

Thu 4th Jun 2015

Countdown to the Integrated Disclosure Deadline:  August 1, 2015

Wed 10th Jun 2015

Dealing with the New Fannie Mae Collateral Underwriter for Mortgages

Thu 11th Jun 2015

When a Borrower Dies:  Next Steps & Best Practices

Tue 16th Jun 2015

New Account Series: Properly Handling Fiduciary Accounts:  Authority, Ownership, Access & Liability

Wed 17th Jun 2015

Stress Testing Your Loan Portfolio:  Regulations, Risk & Impact on Value

Thu 18th Jun 2015

IRA Series: Processing IRA Rollovers & Transfers

Tue 23rd Jun 2015

From Frontline to Teller Supervisor:  Developing Skills & Making a Smooth Transition

Thu 25th Jun 2015

Understanding Asset/Liability Management Concepts

Tue 30th Jun 2015

Required Compliance Series: Compliance Regulations for the Frontline

Tue 7th Jul 2015

Managing E-SIGN, E-Statements & E-Disclosures

Wed 8th Jul 2015

Small Credit Union Exam Program: Three-Prong Approach to Internal Controls, Recordkeeping & Lending

Tue 14th Jul 2015

Director Series: Understanding the Board’s Role in Cyber Security Risk

Wed 15th Jul 2015

When a Depositor Dies:  Next Steps & Best Practices

Thu 16th Jul 2015

Credit Unions in a Consolidating Industry:  Acquiring Another Institution or Branch

Tue 21st Jul 2015

Developing Your UDAAP Program:  Policy, Procedures, Risk Assessment & Audit

Wed 22nd Jul 2015

Your Member Has Filed Bankruptcy, Now What?

Thu 23rd Jul 2015

Check Handling:  Holds, Stop Payments, Official Checks & More

Tue 28th Jul 2015

Advanced ACH Specialist Series: Does Your Originator Agreement Meet NACHA Rule Requirements?

Wed 29th Jul 2015

Regulatory Oversight of Third-Party Vendors:  Due Diligence, Management & Contracts

Thu 30th Jul 2015

New Accounts Series:Business Account Signature Cards & Resolutions

Tue 4th Aug 2015

Fair Lending Comparative File Review

Wed 5th Aug 2015

Call Report Preparation: Basic Lending Schedules

Thu 6th Aug 2015

USPAP Issues & Best Practices for Residential Appraisal Reviewers:  Avoiding Violations

Mon 10th Aug 2015

CFPB Income Verification Rules for Self-Employed Borrowers: Tax Implications for Qualified Mortgages

Tue 11th Aug 2015

Best Practices for Commercial Lending & Commercial Loan Portfolios

Wed 12th Aug 2015

Website & Social Media Compliance

Wed 19th Aug 2015

Garnishments, Subpoenas, Summonses, Levies:  Handling Official Demands for Member Funds

Thu 20th Aug 2015

Financial Literacy Fundamentals for New Directors:

Tue 25th Aug 2015

Facebook:  Update on System, Strategies, Techniques & Tips

Wed 26th Aug 2015

HR Series: Essential Recordkeeping from Hiring to Firing

Thu 27th Aug 2015

Advanced ACH Specialist Series:Defining & Identifying Third-Party Senders

Wed 2nd Sep 2015

Members for Life:  Creating an Effective Member Retention Plan

Thu 3rd Sep 2015

HR Series: HR Danger Zones:  Regulations, Requirements & Best Practices to Keep You Out of Trouble

Wed 9th Sep 2015

Loan Concentration Management:  Evaluation, Risk Tolerance & Regulatory Guidance

Thu 10th Sep 2015

Loan Underwriting Basics:  Interviewing, Credit Reports, Debt Ratios & Regulation B

Tue 15th Sep 2015

Managing the 8 Categories of Risk Assessment

Wed 16th Sep 2015

Director Series: UDAAP for the Board & Senior Management

Thu 17th Sep 2015

Imaged Documents:  What to Keep, What to Destroy, What Holds up in Court?

Tue 22nd Sep 2015

Regulator Guidance & Issues in ATM Security

Wed 23rd Sep 2015

IRA Series: Auditing IRAs Step-by-Step

Thu 24th Sep 2015

Required Compliance Series: Compliance Regulations for Deposit Operations

Tue 29th Sep 2015

Mortgage Advertising:  Keeping Your Promotions Compliant

Wed 30th Sep 2015

Call Report Preparation:Advanced Lending Schedules,Including Schedule A Specialized Lending and More

Tue 6th Oct 2015

Powers-of-Attorney & Living Trust Documents:  Guidelines for Deposit Accounts & Loans

Wed 7th Oct 2015

Regulation E Requirements for Debit Card Error Resolution: Processing, Disclosure & Investigation

Thu 8th Oct 2015

Adv. Fin. Literacy Update for New & Experienced Directors: ALM Primer & New Fin. Accounting & Risk

Wed 14th Oct 2015

Advanced ACH Specialist Series: Understanding & Navigating ACH Rules for ODFIs

Tue 20th Oct 2015

The Ins & Outs of Credit Union Share Insurance:  Protecting Your Member

Wed 21st Oct 2015

New Accounts Series:Opening Accounts for Minors: Ownership, Access & Transactions

Thu 22nd Oct 2015

Adverse Action: Consumer & Mortgage Loan Best Practices

Tue 27th Oct 2015

Supervisory Committee Duties & Responsibilities

Wed 28th Oct 2015

Form 1099 Reporting:  Third-Party Vendors, Foreclosures, Debt Forgiveness & More

Tue 3rd Nov 2015

Director Series:Interest Rate Risk Policies,Considerations & Consequences:What Directors Should Know

Wed 4th Nov 2015

Increasing Sales Now: How to Develop & Implement an Effective Internal Sales Campaign

Thu 5th Nov 2015

IRA Series: IRA Reporting, Common Issues & Error Resolution

Tue 10th Nov 2015

Required Compliance Series: Regulatory Requirements for the Board & Senior Management

Thu 12th Nov 2015

The New Security Officer:  Responsibilities, Best Practices & Skill-Building Tools

Tue 17th Nov 2015

Nuts & Bolts of Effective Metro 2 Credit Reporting via e-OSCAR

Wed 18th Nov 2015

Responsibilities & Liability When Check or ACH Fraud Occur

Thu 19th Nov 2015

Top 10 Mistakes in Deposit Compliance Exams

Tue 24th Nov 2015

Call Report Preparation: Fin. Statements, Including Schedule B Investments, C CUSOs & D Derivatives

Tue 1st Dec 2015

Appraisals for Non-Performing Assets

Wed 2nd Dec 2015

Advanced ACH Specialist Series: Reg E Error Resolution Rules Versus NACHA Operating Rules:

Thu 3rd Dec 2015