Calendar of Events

Links to brochures or details will be added to list items when available.
Click here for Credit Union Webinar Network
Click here for Dale Carnegie Live Online Training (Leadership, Communication Skills, and Personal Effectiveness Courses offered)
Click here for Dollar Associates Webinars
Click here for CUNA Training & Events
Click here for Volunteer Training
Click here for Western CUNA Management School

 July 2018

10  IRA Series: Understanding IRA Beneficiary Designations, Death Distributions & Required Minimum Distributions (Webinar)
12  Auditing Your Loan Portfolio: Consumer, Commercial & Real Estate (Webinar) 
17 Marketing Series: Developing, Maintaining & Sustaining Brand Loyalty (Webinar) 
18 Consumer Debt Series: Reducing Consumer Loan & Collection Losses: Workouts, Forbearance, Restructuring & More (Webinar) 
19 Loan Review: Consumer, Commercial & Real Estate (Webinar)
25 Director Series: Assessing Credit Risk for Directors (Webinar)
26 Wire Transfer Security: Regulatory Guidance, Risk Management & Monitoring (Webinar)
31 Electronic Business Records: Seven Steps for Effective & Compliant Management (Webinar)

August 2018

2 ACH Rules & Responsibilities for RDFIs (Webinar)
7 CECL: Making Strategic Decisions Regarding Methodologies, Processes & Governance (Webinar)
Commercial Loan Application Danger Zones (Webinar)
Cyber Series: Expanding & Improving Your Required IT Risk Assessment Program (Webinar)
14 Marketing Series: Advertising & the New Media Mix: What's Right for Your Credit Union? (Webinar)
15 Final Preparation for CFPB's TRID Amendments, Effective October 1, 2018 (Webinar)
16 Fair Lending Comparative File Review (Webinar)
21 Conducting the Annual Physical Security Review (Webinar)
22-23 Operations Compliance School, Ala Moana Hotel
22 Stress Testing Your Loan Portfolio: Regulatory Expectations & Enhancing Credit Risk Management (Webinar)
23 New Accounts Series: Opening Minor Accounts: Signature Cards, Access, Ownership (Webinar)
24 Subpoena, Garnishment, Tax Levies, Trust Accounts, POA Trustee Loans Seminar, Ala Moana Hotel
28 When ACH Fraud Occurs: ODFI & RDFI Responsibilities & Liabilities (Webinar)
29 Managing Provisional Credit Under Reg E (Webinar)
30 Compliance Series: Regulatory Requirements for the Board & Senior Management (Webinar)

September 2018

Imaged Documents & Checks: Regulations & Legal Concerns (Webinar)
Complying with Reg Z Rules for HELOCs: Disclosure, Documentation, Statements & Maintenance (Webinar)
10 How to Originate & Onboard a New ACH Business: Set Up, Risk Assessment, Registry, Audit & Third-Party Senders (Webinar)
11 New BSA Officer Training: Requirements & Real-Life Scenarios (Webinar) 
12 Trust, but Verify - The Top Ten Items Every Credit Union Board Should Monitor (Webinar)
13 Mortgage Lender Training Part 1: Life-of-Loan Reg B Requirements, Including Application, Monitoring & Disclosures (Webinar)
17 Handling Business Account Transactions:  Dos, Don’ts & Best Practices (Webinar)
18 Director Series: Board Governance Essentials (Webinar)
19 Consumer Debt Series: Maximizing Recoveries on Charged-Off Loans (Webinar)
20 Marketing Series: Measuring the ROI of Your Digital Marketing Strategy (Webinar)
22 Leveraging the Credit Union Difference Workshop, J. Walter Cameron Center, Maui
24 HMDA Reporting:  Lessons Learned, Common Mistakes & FAQs (Webinar)
25 Vendor Outsourcing: Due Diligence, Contracts, Risks & Oversight (Webinar)
26 Managing the Employment Termination Process: Before, During & After (Webinar)
27 Compliance Officer Training: Risk Assessments, Monitoring & Testing (Webinar)

October 2018

Call Report Series: Call Reports & Financial Statements & Schedules B-E (Webinar)
Ascensus IRA Essentials & Advanced Seminar, HCUL Education Center
Proper Preparation of the TRID Loan Estimate & Closing Disclosure (Webinar)
The Fair Labor Standards Act: Dos & Don'ts of Exempt & Nonexempt Pay Issues (Webinar)
Cyber Series: Cyber Threats: Prevention, Detection & Response (Webinar)
10 Mortgage Lender Training Part 2: Mortgage Life-of-Loan: Processing, Underwriting & Notices (Webinar)
11 New Accounts Series: Opening Accounts for Nonresident Aliens (Webinar)
16 IRA Series: IRA Conversions, Recharacterizations & Excess Contributions (Webinar)
17 Payment Systems Rules & Regulations for ACH, Cards, Wires & Checks (Webinar)
18 Understanding Title Insurance Policies, Commitments & ALTA Endorsements (Webinar)
24 Member Business Lending: Risks, Rewards, Controls & Common Mistakes (Webinar)
25 Best Practices for a Successful Internal Audit (Webinar)
30 Analyzing Common TRID Compliance Violations (Webinar)
31 Compliance Series: Job-Specific Compliance Training for Deposit Operations (Webinar)

November 2018

Form 1099 Reporting: Third-Party Vendors, Foreclosures, Debt Forgiveness & More (Webinar)
6 ACH Liabilities & Warranties for ODFIs: Reducing Your Exposure (Webinar)
7 Consumer Debt Series: Proper Repossession, Notice & Sale of Non-Real Estate Collateral (Webinar)
Lending to Churches & Other Nonprofit Organizations (Webinar) 
13 Mortgage Lender Training Part 3: Mortgage Life-of-Loan: Decision-Making, Appraisals, Post-Closing Requirements (Webinar)
14 Compliance Series: Robbery Preparedness: Requirements & Proven Strategies (Webinar)
15 Identifying Red Flags in Board Reports (Webinar)
16-17 Regulatory & Governmental Affairs Conference, Ala Moana Hotel
27 Your Borrower Has Died: Actions to Take, Mistakes to Avoid (Webinar)
28 IRA Series: Top 10 IRA Rollover Mistakes (Webinar)
29 Managing & Mitigating Card-Not-Present Fraud (Webinar)

December 2018

Cyber Series: Compliance Questions & Issues in Deploying Mobile Remote Deposit Capture (Webinar) 
Auditing for HMDA Compliance, Including New Data Collection Rules (Webinar) 
Improving Teller Performance: Head Teller Development (Webinar)
11 Call Report Series: Auditing Call Reports (Webinar)
12 Dealing with Joint Signers in Consumer & Real Estate Lending (Webinar)
13 Your Depositor Has Died: Actions to Take, Mistakes to Avoid (Webinar)
18 Closing or Changing Deposit Accounts for Consumers & Businesses (Webinar)
19 BSA Officer Reports to the Board (Webinar)
20 Handling Government ACH Payment Returns & Reclamations (Webinar)