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 "how to purchase webinars" video)
Click here for OnCourse Learning Webinars
Click here for CUNA Training & Events
Click here for Volunteer Training 
Click here for Staff Training
Click here for Western CUNA Management School

April 2022

4  New Beneficial Ownership Rules: Update & Implications (CU Webinar Network)
Call Report Series: Introduction to Call Reporting (CU Webinar Network)
6  Frontline Series: Minor Accounts: Ownership, CIP, Access, Changes & Transactions (CU Webinar Network)
 Deposit Ops Series: Payment Systems Bootcamp (CU Webinar Network)
11 Converting Accrual Statements into Cash Flow (CU Webinar Network)
12 Surviving a BSA Exam: Recent Hot Spots (CU Webinar Network)
13 ACH Series: ACH Origination: Internal, Loans, Transfers & More (CU Webinar Network)
14 The Latest in Social Engineering Attacks – How to Protect Against Complex Threats (CU Webinar Network)
19 IRA & HSA: 2022's Hottest Issues & Answers (CU Webinar Network)
20 Writing Effective Credit Memos & Loan Narratives (CU Webinar Network)
21 Board-Level Policies: What Is Required & Why (CU Webinar Network)
26 Compliance Training for the Frontline (CU Webinar Network)
27 Maximizing the New Field of Membership Rules (CU Webinar Network)
27 DEI: Keeping It Compliant (CU Webinar Network)
28 Ag Lending Compliance (CU Webinar Network) 
28-30 HCUL 2022 Convention, Hyatt Regency Resort & Spa, Ka`anapali,  Maui

May 2022

2  OnCourse Learning Basic Personal & Business Tax Return Analysis
3  BSA Compliance for Commercial Accounts: Beneficial Ownership & Beyond (CU Webinar Network)
4  OnCourse Learning Compliance 101 for New Compliance Officers - Part 1
5  Frontline Series: Maintaining Consumer Accounts: Adding Names, Changing Names, Removing Owners, Changing Product Types & More (CU Webinar Network)
9  OnCourse Learning Excel Explained: Creating Interactive Spreadsheets
11 ACH Series: Decoding ACH Return Reason Codes (CU Webinar Network)
11 OnCourse Learning Lending 101
11 OnCourse Learning BSA 101 for New BSA Compliance Officers - Part 2
12 Reducing Mortgage Delinquency: Proactive Protection of the Bottom Line (CU Webinar Network)
16 Construction Loan Nuts & Bolts: Documentation, Sample Scenarios & Avoiding Errors (CU Webinar Network)
17 Building a Successful Cross-Selling Platform (CU Webinar Network)
18 Deposit Ops Series: Handling Trusts & Other Fiduciary Accounts (CU Webinar Network)
18 OnCourse Learning Introduction to Conducting a Compliance Audit/Review for New Compliance Officers - Part 3 
19 OnCourse Learning Share Regulation Update
20 OnCourse Learning Introduction to ACH: The Basics
23 OnCourse Learning You're the New Supervisor - Fasten Your Seatbelt
24 Consumer Lending Series: Consumer Underwriting 101: From Application to Approval (CU Webinar Network)
24 OnCourse Learning Opening Accounts for Nonresident Aliens
25 Enhanced Due Diligence & Risk Assessment of ACH Customers (CU Webinar Network)
26 Financial Literacy Fundamentals for New Directors: Financial Statements, Key Ratios & How to Monitor Your Credit Union (CU Webinar Network)

June 2022

1  When a Business Owner Dies, Sells, or Delegates Authority (CU Webinar Network)
2  Faster Payments Basics (CU Webinar Network)
2  OnCourse Learning Hiring for the Right Fit
6  HMDA Bootcamp Basics (CU Webinar Network)
Understanding Your Credit Union’s Audit Report (CU Webinar Network)
7  OnCourse Learning Regulation CC: Holds
8  Measure It to Manage It: Understanding Analytics & How to Determine Online Success (CU Webinar Network)
8  OnCourse Learning Vendor Due Diligence
9  ACH Series: Electronic Payment Fraud: When Is Your Institution Liable? (CU Webinar Network)
9  OnCourse Learning Facilitating the Transition Away from the LIBOR Index
13 Supervisory Committees in Action: Duties, Challenges & Compliance (CU Webinar Network)
13 BSA: Russian Sanctions & National Risk Assessments (CU Webinar Network)
14 OnCourse Learning What to Do When Your Member Dies
14 The New Credit Union Playbook (Free webinar from Filene Research Institute)
14 Decoding the Examination Process: 10 Essential Techniques to Thrive During Your Next Exam (CU Webinar Network) 
15 Frontline Series: Maintaining Business Accounts: Changing Principals, Changing Signers, Resolutions, Changing Products & More (CU Webinar Network)
16 New UDAAP Exam Parameters: Beyond Fair Lending – 60 Minutes (CU Webinar Network)
21 Consumer Lending Series: Consumer Lending Collateral Considerations & Documentation (CU Webinar Network) 
22 Identity Theft Red Flags & FACT Act Compliance (CU Webinar Network) 
22 OnCourse Learning ACH Origination for Credit Unions
23 Commercial Lending: Risks, Rewards, Controls & Common Mistakes (CU Webinar Network)
28 The New NCUA Requirement for Succession Planning (CU Webinar Network)
29 Mortgage Loan Origination: Critical Timing Requirements (CU Webinar Network)
30 Overdrafts Under Fire: Clarifying the Confusion (CU Webinar Network)

July 2022

6  Record Retention in the Digital Age: What to Keep, When to Destroy, What Holds Up in Court? (CU Webinar Network)
 Countdown to ATR/QM Changes Effective October 1, 2022: Preparing Policies & Processes (CU Webinar Network) 
10 Western CUNA Management School (July 10-22)
12 Vendor Due Diligence & Effective Vendor Management (CU Webinar Network)
13 Deposit Ops Series: Deposit Operations Comprehensive Compliance, Including BSA (CU Webinar Network)
14 Consumer Lending Series: Proper Repossession, Notice & Sale of Non-Real Estate Collateral (CU Webinar Network)
18 Call Report Series: Advanced Lending Schedules: Commercial Loans, Indirect Loans, CARES Act Loan Modifications & More (CU Webinar Network)
19 Advanced Beneficiary & RMD Considerations (CU Webinar Network)
20 Powers of Attorney In-Depth: Good Faith, Fraud & Fiduciary Capacity (CU Webinar Network)
21 Things That Keep Boards Up at Night (CU Webinar Network)
25 Record Retention Rules for Zoom, Microsoft Teams, Slack & Other E-Collaboration Platforms (CU Webinar Network)
26 Elevating Your Fraud Prevention Strategies (CU Webinar Network)
27 New ACH Rules Effective 9/30/22: Nested Third-Party Sender Roles & Risks (CU Webinar Network)
28 Frontline Series: Checking Account Signature Cards: CIP, IRS & Disclosures (CU Webinar Network)

August 2022

2  Emerging Payments: Embracing Same Day ACH, RTP & FedNow (CU Webinar Network)
3   CDD: Creating an Effective Program from the Frontline to the Backroom (CU Webinar Network)
4  Securing Collateral Part 1: Forms UCC-1 & 3: Filing, Perfection, Amending & Terminating (CU Webinar Network)
9  Advanced Financial Literacy for New & Experienced Directors: ALM Primer & Financial Accounting & Risk Issues (CU Webinar Network)
10 E-SIGN Act: Electronic Loan Document Delivery (CU Webinar Network)
11 Characteristics of Strong Risk Assessments: Tools to Monitor & Report Results (CU Webinar Network)
11 CECL Implications for Planners & Procrastinators: Deadline January 1, 2023 (CU Webinar Network)
15 Transitioning Away from LIBOR: Preparation & Practicalities (CU Webinar Network)
16 Mission TRID: Overcoming Examiner-Cited Mistakes (CU Webinar Network)
17 WSUD vs. Stop Payment: Definitions, Differences, Compliance (CU Webinar Network)
18 Managing Zoom, Microsoft Teams, Slack & Other Collaboration Platforms with Effective E-Policies (CU Webinar Network)
23 Maximizing Recoveries on Charged-Off Loans (CU Webinar Network)
23-24 HCUL Operations Compliance Seminar (Virtual)
24 Adding the "Wow Factor" to Credit Analysis (CU Webinar Network)
25 Frontline Series: Reg CC Check Hold Requirements & Funds Availability (CU Webinar Network)
29 A Cryptocurrency Primer for Banks (Credit Unions): Guidance, Risks & Red Flags (CU Webinar Network)
30 Compliance with E-SIGN, E-Statements & E-Disclosures (CU Webinar Network)
31 The Way Forward to MORE Time: How to Manage Your Time, Instead of It Managing You (CU Webinar Network)

September 2022

1  Consumer Lending Series: Consumer Lending Regulatory Essentials: Fair Lending, UDAAP, Privacy & More (CU Webinar Network)
7  Job-Specific BSA Training for Frontline (CU Webinar Network)
When a Borrower Dies (CU Webinar Network)
12 Fraud Channels: Check & Debit Card (CU Webinar Network)
13 Traditional & Roth IRA Part 1: Eligibility, Contributions, Rollovers & Transfers (CU Webinar Network)
14 Troubled Debt Restructuring: What Qualifies & Accounting for TDRs as Credit Improves (CU Webinar Network)
15 Top 10 IT Frauds: Risks & Protection Strategies for Financial Institutions (CU Webinar Network)
20 Securing Collateral Part 2: Purchase Money Security Interests: Taking Priority Over a Perfected Creditor (CU Webinar Network)
21 Appraisal Reviews: Do You Know What to Look For? (CU Webinar Network)
22 Merger Considerations Under the New Merger Rules: Who Gets What & When (CU Webinar Network)
27 Avoiding UDAAP Claims, Errors & Penalties (CU Webinar Network)
28 TRID: Recognizing a Changed Circumstance & Issuing a Revised Loan Estimate (CU Webinar Network)
29 Frontline Series: Checks, Mobile Deposits, Substitute Checks: Indemnities, Endorsements & Timeframes (CU Webinar Network)

October 2022

4  Chapter 7 & 13 Consumer Bankruptcies: Special Rules, Cramdowns & Risks (CU Webinar Network)
5  Are Safe Deposit Boxes on the Way Out? (CU Webinar Network)
6  Reg E & the Electronic Fund Transfer Act (CU Webinar Network)
6-7 HCUL IRA Essentials and Advanced Seminar (Virtual)
12 Preparing for Examination Under the Mortgage Servicing Rules (CU Webinar Network)
13 Images, Video, Audio: What's New & Next for Social Media Platforms? (CU Webinar Network)
18 Traditional & Roth IRA Part 2: Distributions, Taxation, Withholding & Penalties (CU Webinar Network)
19 Handling Reg E Disputes Confidently & Compliantly (CU Webinar Network)
20 Call Report Series: Auditing Call Reports (CU Webinar Network)
25 Handling Court-Ordered Accounts: Estates, Guardianships, Conservatorships (CU Webinar Network)
26 Robbery Basics & Beyond (CU Webinar Network)
27 Ability to Repay: Qualified Mortgages & TILA RESPA Disclosures (CU Webinar Network)

November 2022

1  Financial Accounting & Reporting (CU Webinar Network)
2  Job-Specific BSA Training for Lenders (CU Webinar Network)
3  SAR Filing Requirements: When, How & Why (CU Webinar Network)
8  Form 1099 Reporting: Third-Party Vendors, Foreclosures, Debt Forgiveness & More (CU Webinar Network)
 IRS Reporting, B Notices, Fines & Penalty Letters (CU Webinar Network)
10 Preparing for FedNow: Technology, Products, Services & More (CU Webinar Network)
10 Financial Exploitation & Elder Fraud (CU Webinar Network)
15 Social Media: Paid, Owned, Earned (CU Webinar Network)
16 Mortgage Lending Compliance Overview (CU Webinar Network)
17 BSA Essentials for the Board & Senior Management (CU Webinar Network)
30 Best Practices for Performing Quality-Control Loan Reviews (CU Webinar Network)

December 2022

1  Board Secretary Procedural & Compliance Responsibilities (CU Webinar Network)
6  Managing Your Mobile RDC Program (CU Webinar Network)
7  When a Depositor Dies (CU Webinar Network)
8  Reg E Requirements for Debit Card Error Resolution (CU Webinar Network)
13 Consumer Account Documentation: Best Practices (CU Webinar Network)
14 FedNow Risk Assessments & Fraud Controls (CU Webinar Network)