2012 Educational Opportunities
Links to brochures or details will be added to list items when available.
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FEBRUARY
2 HCUL Minor Accounts: Legal Ownership, Debit Cards & Access (Webinar)
2 Big Island Chapter Meeting
8 HCUL Regulation E Legal Update: How to Properly Handle ATM & Debit Card Claims (Webinar)
9 HCUL Regulatory Compliance for the Board & Senior Management (Webinar)
12-14 Western States Volunteers' Conference, Las Vegas, NV
14-16 HCUL Lending Compliance School, Hawaii Prince Hotel, Honolulu
14 Kauai Chapter Meeting
15 Third Party Due Diligence Seminar, HCUL Education Center (Evening event)
15 HCUL Tax Refunds: Posting & Exceptions (Webinar)
16 HCUL Understanding Borrowers' Tax Returns, Part 1: Basics, Itemized Deductions, Interest & Dividend Income & Sole Proprietorship (Schedule C) (Webinar)
17 Powerful Collection Techniques Seminar, HCUL Education Center
20 Holiday - President's Day
22 HCUL GFE & HUD-1: Issues & Update (Webinar)
23 HCUL New BSA Officer Training (Webinar)
28 HCUL Identifying & Preventing Elder Financial Abuse (Webinar)
MARCH
6 HCUL Troubled Debt Restructuing Issues (Webinar)
7 HCUL Overdraft Protection Update: Regulations, Lawsuits & Guidance (Webinar)
7-10 2012 CUNA Marketing & Business Development Council Conference New Orleans, Louisiana
11 Daylight Savings Time Begins
13 HCUL Understanding Borrowers' Tax Returns, Part 2: Income from Rentals, Royalties, Partnerships, S Corps & Farms (Webinar)
14 HCUL Advanced Collection Techniques & Tools (Webinar)
15 Oahu Aloha Chapter Meeting
18-22 2012 CUNA Governmental Affairs Conference, Washington, DC
20 Developing a Risk Mitigation Strategy: Where Do I Spend My Next Security Dollar? (Webinar)
21 HCUL Head Teller Training: Improving Teller Performance (Webinar)
26 Holiday - Prince Kuhio Day
27 HCUL Qualitative & Environmental Factors in the ALLL for Credit Unions (Webinar)
28 HCUL Real Estate Loan Workouts, Foreclosures, Short Sales & Deficiency Judgments (Webinar)
APRIL
2-5 CUNA Consumer & Residential Mortgage Lending School, Orlando, Florida
3 HCUL Lending to the Small Business Owner in Today's Economy (Webinar)
4 HCUL Questions Supervisory Committee Members Should Be Asking (Webinar)
6 Holiday - Good Friday
11 HCUL Handling the Credit Union's Right of Set Off (Webinar)
12 HCUL Auditing Your Credit Union's Web site (Webinar)
17 Valley Isle Chapter Meeting
18 HCUL Service EXTRAordinaire: Increasing Member Loyalty & Profitability (Webinar)
18-21 2012 CUNA HR/TD Council Conference, San Antonio, Texas
19 HCUL Get Serious about Offering Remote Deposit: It's Time & Here's How! (Webinar)
21-22 CUNA Compliance Fundamentals Seminar, Orlando, Florida
22-25 CUNA CU Finance for Non-Financial Managers & Volunteers Orlando, Florida
22-26 CUNA Regulatory Compliance School: Update Orlando, Florida
22-27 CUNA Regulatory Compliance School: Introduction Orlando, Florida
24 HCUL Understanding & Navigating the ACH Rules for the RDFI (Webinar)
25 HCUL Regulatory Compliance for the Frontline (Webinar)
26-28 Hawaii Credit Union League 74th Annual Convention, Waikoloa, Hawaii
MAY
2 HCUL Regulatory Reform: Top 5 Ways Operations & IT Can Ease the Sting (Webinar)
3 HCUL Financial Wellness Essentials Workshop, HCUL Education Center
3 Big Island Chapter Meeting
6-9 CUNA Volunteer Institute
8 Kauai Chapter Meeting
8 HCUL Building the Perfect Bond Claim: Coverage, Filing & What to do If Your Claim is Denied (Webinar)
10 HCUL When an IRA Member Dies (Webinar)
14-16 HCUL Pricing Strategies and Tactics School, HCUL Education Center
16 HCUL Handling Check Exceptions & Returns (Webinar)
17 HCUL Lender Alert: Regulation Z Mortgage Application Timing Requirements (Webinar)
20-23 2012 CUNA CFO Council Conference Ft. Lauderdale, Florida
21-23 CUNA World-Class Service Leadership Institute Denver, Colorado
22 HCUL Member Credit Report Disputes: Completing ACDVs, AUDs, & Correcting Joint Members' Credit (Webinar)
23 HCUL Forgery & Altered Document Techniques/Identity Theft Prevention Techniques, HCUL Education Center
23 HCUL Regulatory Compliance for Lenders (Webinar)
28 Holiday - Memorial Day
30 HCUL Holding Your Ground with Examiners & Regulators: The Credit Union Bill of Rights (Webinar)
JUNE
6 HCUL Lending Fundamentals Workshop HCUL Education Center
7 HCUL Writing Your BSA Policy (Webinar)
10-14 2012 CUNA Certified Financial Counselor Schools, Austin, Texas
11 Holiday - King Kamehameha Day
12 HCUL Call Reports: What to Look For, Entering Information & Why It's Important (Webinar)
13 HCUL Denied Loan Requirements: Consumer, Commercial & Residential (Webinar)
17-20 2012 America's Credit Union Conference & Expo, San Diego, California
19-20 HCUL ALLL Policy Review & Tune-Up Seminar, HCUL Education Center
20 HCUL A Penny Saved is More Than a Penny Earned: Leveraging Technology to Improve Efficiency, Profitability & Member Service (Webinar)
21 HCUL Fundamental Board Duties & Responsibilities, Regulatory Requirements & Liability (Webinar)
27 HCUL How to Talk to Members: Handling Difficult Members & Situations (Webinar)
28 HCUL Accounting & Audit Reports to the Board (Webinar)
JULY
4 Holiday - Independence Day
10 HCUL Understanding Collections Workshop, HCUL Education Center
10 HCUL Wire Transfer Compliance (Webinar)
11 HCUL Understanding & Navigating the ACH Rules for the ODFI (Webinar)
15-27 Western CUNA Management School, Claremont, California
16-20 CUNA Business Lending Certification Institutes: Advanced Credit Analysis, Madison, Wisconsin
16-20 CUNA Business Lending Certification Institutes: Credit Analysis, Madison, Wisconsin
16-20 CUNA Business Lending Certification Institutes: Fundamentals, Madison, Wisconsin
17 HCUL Collection Managers: Managing Expectations & Getting Results (Webinar)
17 Valley Isle Chapter Meeting
18 HCUL10 Lessons Learned on Deceased Accounts (Webinar)
19 HCUL Understanding Call Reports for Board Members (Webinar)
19 Oahu Aloha Chapter Meeting
18-20 HCUL Basic Accounting School, HCUL Education Center
24 HCUL Rule Review & Understanding Loan Documents for the New Mortgage Lender (Webinar)
25 HCUL Regulatory Compliance for Deposit/Operations (Webinar)
26 HCUL Credit Reports & Scores: Using Them Legally & Effectively (Webinar)
29-8/3 2012 CUNA Branch Operations & Business Development School, Las Vegas, Nevada
AUGUST
1-3 HCUL Operations Compliance School, Ala Moana Hotel, Honolulu
6-8 CUNA Sales & Service Culture Institute
9 Big Island Chapter Meeting
10-12 National Credit Union Roundtable for Board Leadership Chicago, Illinois
12-15 CUNA Economics & Investments Conference - Chicago, IL
12-16 CUNA Financial Management School: Part 1 San Diego, California
12-16 CUNA Financial Management School: Part 2 San Diego, California
12-16 CUNA Financial Management School: Part 3 San Diego, California
14 Kauai Chapter Meeting
17 Holiday - Statehood Day
2 HCUL Security Officer Reports to the Board (Webinar)
7 HCUL Writing Effective HR & E-Policies to Manage Behavior, Maximize Compliance & Mitigate Risks (Webinar)
8 HCUL Supervisory Committee Audits: Best Practices (Webinar)
14 HCUL You Received a BSA Exam Request Memo, Now What? (Webinar)
15 HCUL Signature Card Danger Zones: Account Titling, Ownership & Access (Webinar)
21 HCUL Garnishments, Subpoenas, Summonses, Levies: Getting It Right! (Webinar)
23 HCUL Improve Your Bottom Line: Tips for Auditing Income & Expenses (Webinar)
29 HCUL Financial Literacy Fundamentals for New Directors: Financial Statements, Key Ratios, & How to Monitor Your Credit Union (Webinar)
SEPTEMBER
3 Holiday - Labor Day
5 HCUL The Legal Side of Dealing with Power-of-Attorney & Living Trust Documents (Webinar)
6 HCUL Opening Donation, Memorial & Other Acounts for Non-Profit Organizations (Webinar)
10-13 CUNA Collections & Bankruptcy School: Advanced
10-13 CUNA Collections & Bankruptcy School: Introduction
11 HCUL Preparing for Your FFIEC Authentication Guidance Regulatory Exam (Webinar)
12 HCUL Regulatory Compliance for All Staff, Including Red Flags for Identity Theft, Bribery & Consumer Privacy (Webinar)
15-16 CUNA Compliance Fundamentals Seminar
16-20 CUNA Regulatory Compliance School: Update
16-21 CUNA Regulatory Compliance School: Introduction
18 HCUL Advanced Financial Literacy Update for New & Experienced Directors: ALM Primer & New Financial, Accounting & Risk Issues (Webinar)
19 HCUL Dealing with Special Delinquencies Workshop, HCUL Education Center
19 HCUL SAFE Act: Tracking, Renewing & Compliance (Webinar)
23-28 CUNA Volunteer Certification School, Long Beach, California
25 HCUL Notary Essentials & Legalities for Credit Unions (Webinar)
26 HCUL Reinvigorating the Bottom Line: Making Up for Lost Revenue (Webinar)
OCTOBER
2 HCUL HR Danger Zones: What You Need to Know to Stay Out of Trouble (Webinar)
3 HCUL Computer Security for All Staff (Webinar)
4-6 HCUL IRA Essentials & SuperTrain Seminar, HCUL Education Center
8 Holiday - Discoverers' Day
7-10 2012 CUNA Experience Learning Live!, Denver, Colorado
10 HCUL Conducting the 2012 ACH Audit (Webinar)
11 HCUL SARS: The Form, the Narrative, the Crimes & Law Enforcement (Webinar)
14-17 2012 CUNA Operations, Sales & Service Council Conference, Las Vegas, Nevada
14-17 2012 CUNA Technology Council Conference, Las Vegas, Nevada
15-20 International Credit Union Week
16 Kauai Chapter International Credit Union Day
16 HCUL Safe Deposit Boxes: Drilling, Death & Unclaimed Property (Webinar)
19 Molokai International Credit Union Day
17 HCUL Beyond ALLL Doubt: Methodology & Policy Development in Uncertain Times (Webinar)
18 Oahu Aloha Chapter International Credit Union Day
19 Valley Isle Chapter International Credit Union Day
19 Lanai International Credit Union Day
20 Big Island Chapter International Credit Union Day
22-26 2012 CUNA Security & Fraud Institutes, Ft. Lauderdale, Florida
23 HCUL Advanced Underwriting Skills for Consumer Loans (Webinar)
24 HCUL Working with Troubled Members: Loan Extensions, Deferments, Re-Aging, Refinancing & Incentives (Webinar)
30 HCUL Business Accounts: Who is Authorized to Open, Close, Transact? (Webinar)
NOVEMBER
2-3 HCUL Regulatory & Governmental Affairs Conference, Ala Moana Hotel
4 Daylight Savings Time Ends
4-7 2012 CUNA Lending Council Conference Miami, Florida
6 Holiday - Election Day
7 HCULThe Board's Role with the Loan Committee (Webinar)
8 HCUL Top 10 IRA Issues: Compliance, Minimum Distributions, Reporting & Year-End Issues (Webinar)
8 Big Island Chapter Meeting
12 Holiday - Veterans Day
12 California & Nevada Credit Union Leagues Annual Meeting & Convention
13 Kauai Chapter Meeting
14 HCUL 10 Steps to Increased Loan Growth (Webinar)
15 HCUL Vendor Due Diligence & Effective Vendor Management Programs (Webinar)
20 Valley Isle Chapter Meeting
22 Holiday - Thanksgiving Day
27 HCUL Debit Card Error Resolution & Regulation E Investigations (Webinar)
28 HCUL Legal Update - Loans: 2012 in Review (Webinar)
29 HCUL Crime & Your Credit Union Workshop, HCUL Education Center
29 HCUL Robbery Preparedness for All Staff (Webinar)
DECEMBER
2-5 CUNA Supervisory Committee & Internal Audit Conference, Las Vegas, Nevada
4 HCUL Escrow Account Compliance (Webinar)
5 HCUL Opening Trust Accounts: Documentation, Authority, Liability (Webinar)
6 HCUL The Last Frontier: Risk & Oppportunities for Business Loans (Webinar)
11 HCUL Unfair, Deceptive & Abusive Practices: Is Your Credit Union at Risk? (Webinar)
12 HCUL Legal Update - Deposit Operations: 2012 in Review (Webinar)
13 HCUL Credit Union Business Documents: Email & ESI Retention/Destruction Policies & Procedures (Webinar)
18 TBD Webinar
19 HCUL Bankruptcy Today: Reporting, Proof of Claims & Identifying Fraud (Webinar)
25 Holiday - Christmas Day
