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List of Events for 9/1/2012 to 9/1/2013
September
Archived Webinars 01/01/2012
Increased Loans- New CU Loan Officer Training 09/05/2012
The Legal Side of Dealing with Power-of-Attorney & Living Trust Documents 09/05/2012
Opening Donation, Memorial & Other Accounts for Non-Profit Organizations 09/06/2012
Credit Union Star Wars: Technology Planning and Strategy 09/06/2012
CU Thrival Strategies for a Slow Economy 09/11/2012
Preparing for Your FFIEC Authentication Guidance Regulatory Exam 09/11/2012
Required Compliance Series: Regulatory Compliance for All Staff, Including Red Flags for Identity Theft, Bribery & Consumer Privacy 09/12/2012
Marketing Council - 3rd Quarter Meeting 09/13/2012
Trust, but Verify- The Top 10 Items Every Credit Union Board Should Monitor 09/13/2012
IAT Suspect Transactions: What’s an RDFI to Do? 09/13/2012
Starting a Youth Program on a Shoetring Budget 09/18/2012
Director Series: Advanced Financial Literacy Update for New & Experienced Directors: ALM Primer & New Financial, Accounting & Risk Issues 09/18/2012
SAFE Act: Tracking, Renewing & Compliance 09/19/2012
Building A Successful Regulatory Compliance Program 09/20/2012
Navigating the New International Reg E Requirements 09/20/2012
Credit Card Act: Clarification & Best Practices 09/20/2012
Third Quarter Lending Council Meeting 09/24/2012
Notary Essentials & Legalities for Credit Unions 09/25/2012
Verifying Borrower Income Using Tax Returns 09/25/2012
Account Administration 09/26/2012
Reinvigorating the Bottom Line: Making Up for Lost Revenue 09/26/2012
BSA for Volunteers 09/27/2012
Night for the House 09/27/2012
October
Archived Webinars 01/01/2012
Notary Public Training 10/02/2012
HR Danger Zones: What You Need to Know to Stay Out of Trouble 10/02/2012
Computer Security for All Staff 10/03/2012
Collections Series (Beginner) 10/04/2012
BSA for Management/CEOs 10/09/2012
Telephone Skills to Develop CU Relationships 10/10/2012
Conducting the 2012 ACH Audit 10/10/2012
Completing the New SAR Line-by-Line: Crimes, People & Narratives 10/11/2012
Collections Series (Intermediate) 10/11/2012
2012 OCUPAC Open 10/15/2012
Loan Interviewing & Sales Skills 10/15/2012
Safe Deposit Boxes: Drilling, Death, & Unclaimed Property 10/16/2012
Documenting & Disciplining Employees 10/17/2012
Beyond ALLL Doubt: Methodology & Policy Development in Uncertain Times 10/17/2012
Collections Series (Advanced) 10/18/2012
Credit Union Mergers: Pros, Cons, Due Diligence, Governance & More 10/18/2012
Understanding IRA's- Training Seminar 10/23/2012
Current Internet Marketing Vehicles 10/23/2012
Lending Series: Advanced Underwriting Skills for Consumer Loans 10/23/2012
Working with Troubled Members: Loan Extensions, Deferments, Re-Aging, Refinancing, & Incentives 10/24/2012
Cyber Tracking & Collection Techniques 10/25/2012
Joint CFO, Compliance, & Operations Council Meeting 10/30/2012
Frontline Series: Business Accounts: Who is Authorized to Open, Close, Transact? 10/30/2012
Regulatory Update II 10/30/2012
15 Worst Security Mistakes 10/31/2012
November
Archived Webinars 01/01/2012
Fourth Quarter Financial Literacy Council Meeting 11/05/2012
Business Development Fundamentals 11/06/2012
The March 2012 Deadline Has Passed: Do Your ATMs Meet ADA Accessibility Requirements? 11/06/2012
Director Series: The Board's Rule with the Loan Committee 11/07/2012
ACH Exception Handling: Returns, Reversals, NOC's & More 11/08/2012
Top 10 IRA Issues: Compliance, Minimum Distributions, Reporting & Year-End Issues 11/08/2012
Top Seven Secrets for Media Damage Control 11/13/2012
Completing the New CTR Line-by-Line: People, Businesses & Fiduciaries 11/13/2012
10 Steps to Increased Loan Growth 11/14/2012
Servicemembers Civil Relief Act (SCRA) 11/15/2012
Vendor Due Diligence & Effective Vendor Management Programs 11/15/2012
The Member Is Always Right- NOT! 11/20/2012
Debit Card Error Resolution & Regulation E Investigations 11/27/2012
Data Leaks: Are You Prepared? 11/27/2012
Website Compliance 11/28/2012
Legal Update- Loans: 2012 in Review 11/28/2012
2012 Festival of Trees Celebration & Auction 11/28/2012
Required Compliance Series: Robbery Preparedness for All Staff 11/29/2012
December
Archived Webinars 01/01/2012
Effective Variable Pay Lending Strategies 12/03/2012
Loan Officer School 12/04/2012
Escrow Account Compliance 12/04/2012
Opening Trust Accounts: Documentation, Authority, & Liability 12/05/2012
The Last Frontier: Risks & Opportunties for Business Loans 12/06/2012
Unfair, Deceptive & Abusive Practices: 2012 in Review 12/11/2012
Legal Update- Deposit Operations: 2012 in Review 12/12/2012
Data Breaches 12/13/2012
Credit Union Business Documents: Email & ESI Retention/Destruction Policies & Procedures 12/13/2012
2012 CUAOk Council Holiday Party 12/18/2012
TBD 12/18/2012
Regulation E Alert: New Requirements for Consumer Foreign Remittance Transfers: Effective February 7, 2013 12/18/2012
Effective Listening Skills 12/19/2012
Bankruptcy Today: Reporting, Proof of Claims, & Identifying Fraud 12/19/2012
Network Security Update 12/28/2012
January
Archived Webinars 01/01/2012
BSA Training On Demand 01/01/2013
Interviewing Skills 01/03/2013
Understanding the New NCUA Part 741 Loan Workout & Nonaccrual Policy & Regulatory Reporting for TDR Regulations 01/03/2013
International Remittance Rules 01/08/2013
IRA & HSA Review & Update – 2012 & 2013 Tax Years 01/09/2013
Title Insurance Policies, Commitments & the New ALTA Endorsement 01/10/2013
10 Commandments of Outbound Lending 01/15/2013
New Security Officer Training: Issues, Reports & Best Practices 01/16/2013
Making the Transition to Supervisor 01/17/2013
UCC 3 & 4 on Negotiable Instruments: Time Frames, Legal Concerns & Member Issues 01/17/2013
Robbery Prevention Checklist 01/23/2013
Qualifying Borrowers Using Personal Tax Returns Part 1: Basics, Itemized Deductions, Interest & Dividend Income, Sole Proprietorships & Capital Gains- Part 1 01/23/2013
Director Series: IT Governance: What the Board & Supervisory Committee Need to Know to Manage the Credit Union’s Information Technology Assets 01/24/2013
Online & Mobile Banking- Successful Member Penetration Techniques 01/29/2013
January 30, 2013 Council Meeting 01/30/2013
Countdown to the New CTR Report: Are You Ready for the March 31, 2013 Deadline? 01/30/2013
Identifying Loan Opportunities 01/31/2013
Mandatory Compliance Series: Compliance Rules the Board & Senior Management Must Know 01/31/2013
February
Archived Webinars 01/01/2012
BSA Training On Demand 01/01/2013
Maximizing Mobile Lending Trends 02/05/2013
ACH Death Notification Entries (DNEs) & Reclamations: Your Credit Union’s Liability 02/05/2013
IRAs 02/07/2013
1st Quarter Financial Literacy Council Meeting 02/11/2013
Tax Refunds: ACH Exceptions, Posting & Credit Union Liability 02/12/2013
Creating a SEG Development Plan 02/12/2013
Facebook 101 Getting Started: Policies, Risk Assessment & Next Steps 02/13/2013
CFPB Guidance on Handling Consumer Complaints & Inquiries: Collecting, Investigating & Responding 02/14/2013
CTRs / SARs 02/20/2013
Qualifying Borrowers Using Personal Tax Returns: Income from Rentals, Royalties, Partnerships, S Corps, & Farms- Part 2 02/20/2013
BSA - Are you a "Hero" or a "Pawn?" 02/26/2013
Safe to Grow Again in 2013 02/26/2013
Guidelines for OREO 02/26/2013
Consumser Debt Resolution Series: Advanced Collection Techniques That Reduce Delinquency & Loss 02/27/2013
Cloud Computing: Understand What’s Coming 02/28/2013
March
Archived Webinars 01/01/2012
BSA Training On Demand 01/01/2013
Kid’s Stuff: Minor Accounts 03/05/2013
Leading the 7 Dwarves- It's Tougher Than it Seems 03/05/2013
What You Need to Know about Guarantors, Co-Signers, Personal Guarantees & Joint Applications, Including Security & Collateral Implications 03/05/2013
Fair Lending Comparative File Review 03/06/2013
Real Estate Compliance Training Seminar 03/07/2013
Six Degrees of Kevin Bacon: Connecting with Members in Unique Ways 03/07/2013
Tips for Cross Selling to a Stressed Member 03/12/2013
Monitoring the Effectiveness of Your Compliane Program: Quality Assurance Testing & Auditing 03/13/2013
Effective Collections without Bruises 03/14/2013
Consumer Financial Protection Bureau Update 03/14/2013
Regulatory Update I 03/19/2013
Employee Engagement, Rewards & Recognition 03/19/2013
March 19, 2013 Council Meeting 03/19/2013
Flood Insurance Compliance Update: Requirements, Issues & FAQs 03/19/2013
Electronic Documents & Signatures- CUNA Mutual Group Webinar 03/20/2013
Fair Credit Reporting & FACT Act Risk-Based Pricing Notices: Clarifying the Confusion 03/20/2013
Notary Training 03/21/2013
Short Sales 03/26/2013
Head Teller Development: Managing Dual Control & Cash Limits 03/26/2013
Regulatory Update I 03/27/2013
Director Series: Enterprise Risk Management for Credit Unions- A Primer 03/27/2013
Share Member Accounts 03/28/2013
Opening Minor Accounts: Ownership, Access & Multi-Party 03/28/2013
April
Archived Webinars 01/01/2012
BSA Training On Demand 01/01/2013
Developing The ALLL 04/02/2013
SAFE Act 04/02/2013
Meeting the Requirement for Capital Adequacy & Contingency 04/02/2013
Frontline Excellence Series: The Key to Cross Selling & Member Retention 04/03/2013
Wire Fraud 04/04/2013
Escrow Rule Changes for High-Priced Mortgages: Deadline June 1, 2013, Including January 2014 HOEPA Rules 04/08/2013
Troubled Debt Restructuring 04/09/2013
Mandatory Compliance Series: Compliance Rules the Frontline Must Know 04/09/2013
ACH Rules Update 2013 04/10/2013
Health Reform for Employees 04/16/2013
Consumer Debt Resolution Series: Maximizing Recoveries on Charged-Off Loans 04/16/2013
UCC Article 9 Default Provisions: What Secured Creditors Need to Know 04/17/2013
Duties of the Board Secretary: Fundamentals, Best Practices & E-Package Delivery 04/18/2013
Top 10 Potentially Profitable Products of 2013 04/23/2013
SBA Lending Update 2013: Trends, Regulations, & a Look at SOP 50 10 04/23/2013
Opening Personal Accounts: Membership, Ownership & Access 04/24/2013
Business Accounts 04/30/2013
ALM Interest Rate Risk Update 04/30/2013
May
Archived Webinars 01/01/2012
Proven Gen Y Strategies for Success 05/02/2013
Effective Contract Negotiation, Review & Management: 5 Things Vendors Don't Want You to Know About Contracts 05/02/2013
Handling Objections 05/07/2013
Director Series: Understanding the ALLL for Directors 05/08/2013
Bankruptcy 05/09/2013
How to Properly Complete & File Financing Statements: Including UCC Article 9 Rule Changes Effective July 1, 2013 05/09/2013
2013 CUAOk Annual Conference & Expo 05/13/2013
Unclaimed Property Audit Preparedness 05/14/2013
Legally Handling ATM & Debit Card Claims Under Regulation E 05/14/2013
Line-by-Line Loan Review for Consumer, Commercial & Residential 05/15/2013
Life Style Lending 05/16/2013
Frontline Excellence Series: Compliance at Account Closing 05/16/2013
Trust Accounts 05/21/2013
FFIEC Guidance on Cloud Computing: Considerations for Credit Unions 05/21/2013
Social Media and Employment Issues 05/23/2013
Consumer Due Diligence (CDD): FinCEN's New Rule 05/28/2013
When is an Item Payable? Stop Payments, Returns & More 05/29/2013
June
Archived Webinars 01/01/2012
Time Management 06/03/2013
2nd Quarter Financial Literacy Council Meeting 06/03/2013
Your Depositor Has Died: Actions to Take, Mistakes to Avoid 06/04/2013
Mandatory Compliance Series: Compliance Rules Lenders Must Know 06/05/2013
Reg E 06/06/2013
Account Card Mistakes & How They Affect Members 06/06/2013
Social Engineering = Identity Theft 06/11/2013
Collateral Recovery – Basic 06/11/2013
Supervisory Committee Duties & Responsibilities 06/11/2013
Nuts & Bolts of Effective Metro 2 Credit Reporting via e-OSCAR 06/12/2013
There’s an App for That – Digital Delivery 06/13/2013
Excelling With E-Commerce: Electronic Marketing 06/18/2013
June 18, 2013 Council Meeting 06/18/2013
RESPA 06/19/2013
Pricing Consumer Loans for Profitability 06/19/2013
Representative Accounts 06/20/2013
New Accounts: Account Titling 06/20/2013
GFE & HUD-1: Current Issues, Current Challenges 06/25/2013
Ability to Repay, Part 1 – New Rules that Impact Your Policies & Products: Deadline January 10, 2014 06/26/2013
Handling Suspect International ACH Transactions (IAT’s) 06/27/2013
Advertising Compliance: Web, Print, TV & Radio 06/27/2013
July
Archived Webinars 01/01/2012
Why Members Sue Credit Unions & Win 07/16/2013
Marketing & Advertising Compliance 07/23/2013
BSA - Are you a "Hero" or a "Pawn" 07/25/2013
August
Archived Webinars 01/01/2012
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