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 (formerly Total Training Solutions [TTS]) Webinars
Click here for CUNA Training & Events
Click here for Volunteer Training
Click here for Western CUNA Management School

November 2020 

3  OnCourse Learning Webinar - Writing Effective SAR Narratives
3  Dissecting Loan Loss Reserves, Including CECL Expectations (CU Webinar Network)
4  Recruiting & Retaining Millennials, Gen Z & Nexters (CU Webinar Network)
4 OnCourse Learning Webinar - Writing Teller Training and Procedures
5 OnCourse Learning Webinar - Job Specific BSA Training for Lending Department
9  Avoiding the Top 5 COVID-Related Collection Mistakes (CU Webinar Network)
10 IRS Reporting Essentials: Form 1099 & Beyond (CU Webinar Network)
11 Year-End IRA Actions: Notifications, Reporting & Monitoring, Including SECURE Act & COVID Rule Changes (CU Webinar Network)
12 Robbery: Critical Steps Before, During & After (CU Webinar Network)
13 Governmental Affairs Symposium - Online
16 OnCourse Learning Webinar - Commercial Lending Checklist
16 You’re the New Board Secretary, Now What? (CU Webinar Network)
17 OnCourse Learning Webinar - Controlling the Risks of Power of Attorney Documents
17 Ten Lessons Learned When a Borrower Dies (CU Webinar Network) 
18 Risk Officer Series: Risk Management Officer: Expectations & Responsibilities (CU Webinar Network) 
18 OnCourse Learning Webinar - ESIGN and UTEA
19 New 2021 Nacha Rules: Impact, Analysis & Deadlines (CU Webinar Network)
19 OnCourse Learning Webinar – Thirty (30) Steps to Audit Your Safe Deposit Area 
23 Leading a Remote Workforce (CU Webinar Network) 
30 Handling Formal & Informal Trust Accounts: CIP, Documentation & Compliance (CU Webinar Network)

December 2020

1  Using Notary & Corporate Seals Accurately (CU Webinar Network)
1 OnCourse Learning Webinar - Notary Public
2 OnCourse Learning Webinar - Signature Card Danger Zones
2  Avoiding BSA Compliance Violations (CU Webinar Network)
3  OnCourse Learning Webinar - Error Resolution – Regulations E & Z
 Annual Loan Review: Consumer, Commercial & Residential (CU Webinar Network)
7  Top 10 Year-End Lending Issues & FAQs (CU Webinar Network)
8  Top IRA SECURE Act & COVID Rule Changes for 2020 Tax Year (CU Webinar Network)
9  Recent Reg CC Changes: Lessons Learned & Future Outlook (CU Webinar Network)
10 Legal Issues Surrounding Subpoenas & Summonses (CU Webinar Network)
14 Major Changes to Fair Debt Collection Practices Act (CU Webinar Network)
15 OnCourse Learning Webinar - Reporting Critical Information Security Areas Upstream
15 Year-End BSA Issues: FAQ Guidance, Enforcement Actions & Red Flags (CU Webinar Network)
16 OnCourse Learning Webinar - BSA Wrap Up
16 Avoiding Loan Denial Mistakes (CU Webinar Network)  
17 How to Review Legal Documents: POAs, Trusts, Guardianships, Estates & More (CU Webinar Network)  

January 2021

Call Report 2021 Update, Including COVID’s Impact & Top 10 Errors (CU Webinar Network)
Uniform Residential Loan Application (URLA): Deadline March 1, 2021 (CU Webinar Network)
Providing Provisional Credit Under Reg E (CU Webinar Network)
12 IRA & HSA Update: Key Considerations for 2021 (CU Webinar Network)
13 Remote Workforce Series: Creating or Revising Work from Home Policies (CU Webinar Network)
14 2020 HMDA Submission Due March 1, 2021: Challenges & Best Practices (CU Webinar Network)
20 Intro to C&I Lending: Cash Flow, Collateral & Assessing Management Efficiency (CU Webinar Network)
21 Flood Series: Flood Insurance Rules, Best Practices & Liability (CU Webinar Network)
26 Beginning BSA Officer: What You Need to Know on Day 1 (CU Webinar Network)
27 Virtual Financial Coaching Strategies Workshop (HCUL Online Webinar)
27 Remote Workforce Series: Work from Home Record Retention Rules (CU Webinar Network)
28 Calculating Cash Flow from Corporate Tax Returns (CU Webinar Network)

February 2021

2 Flood Series: Flood Compliance Beyond the Basics (CU Webinar Network)
3 Calculating Cash Flow from S-Corporation & Partnership Tax Returns (CU Webinar Network)
4 Red Flags in Residential Appraisal Compliance (CU Webinar Network)
9 E-SIGN Series: 60 Minutes “No-Contact” Account Opening: E-SIGN Compliance (CU Webinar Network)
10 Overdraft Hotspots Including Regulations, Lawsuits & Guidance (CU Webinar Network)
11 ACH Tax Refunds: What Could Go Wrong? (CU Webinar Network)
16 Remote Workforce Series: Work from Home Risks: How Compliance Can Limit Liability (CU Webinar Network)
17 Determining Cash Flow from Personal Tax Returns Part 1: Form 1040, Schedules B & C (CU Webinar Network)
18 New Security Officer Training: Industry Standards & Best Practices (CU Webinar Network)
23-24 HCUL Lending Compliance Seminar (Virtual)
23 The Top 10 ACH Exception Handling Questions (CU Webinar Network)
24 The Board’s Role in Cyber Security Risk (CU Webinar Network)
25 Remote Workforce Series: Security Compliance for Work from Home Staff (CU Webinar Network)

March 2021

Flood Series: Flood Forms Line-by-Line (CU Webinar Network)
Advanced BSA Officer Training: In-Depth Risk Issues & Difficult Situations (CU Webinar Network)
Determining Cash Flow from Personal Tax Returns Part 2: Schedules D, E & F (CU Webinar Network)
ACH Rules Update 2021 (CU Webinar Network)
Safe Deposit Issues: Delinquency, Death & Abandonment (CU Webinar Network)
10 Remote Workforce Series: Making Work from Home Effective (CU Webinar Network)
11 SBA Lending Update 2021: Rule Changes & PPP FAQs (CU Webinar Network)
16 Federal Requirements for Tech-Based Marketing: Websites, Social Media, Robo Calls & More (CU Webinar Network)
17 Flood Series: Commercial Flood Insurance Regulations & Compliance (CU Webinar Network)
18 E-SIGN Series: Virtual Loan Document Delivery & E-SIGN Compliance (CU Webinar Network)
23 Legal Issues for Right of Setoff on Deposit Accounts & Loans (CU Webinar Network)
24 Deposit Operations Update 2021 (CU Webinar Network)
25 Business Accounts: Who is Authorized to Open, Close, Transact? (CU Webinar Network)
31 The Top 10 Reasons Consumers Leave Their Financial Institution (CU Webinar Network)

April 2021

Board Governance & Credit Union Liquidity Risk Management (CU Webinar Network)
Remote Workforce Series: Moving to the Cloud: Remote Management of Risks to Member Data (CU Webinar Network)
E-SIGN Series: 60 Minutes The E-SIGN, BSA & CIP Compliance Trifecta (CU Webinar Network)
Board Reporting: Requirements, Timing, Delivery Options, Risks & Concerns (CU Webinar Network)
13 Collection Series: Regulatory Alphabet for Collections Compliance (CU Webinar Network)
14 Reg CC Compliance & Review: Check Holds, Remote Deposit Capture & Reg D Changes (CU Webinar Network)
15 New Time Limits for ACH Warranty Claims Effective June 30, 2021 (CU Webinar Network)
20 Global Cash Flow Analysis for Underwriters & Credit Analysts (CU Webinar Network)
21 Commercial Loan: Workouts, Restructuring & Loss Mitigation (CU Webinar Network)
22 Debit Cards 101 (CU Webinar Network)
27 Hot IRA Issues: Divorce, IRS Levies, Creditor Claims & Misunderstood Rules (CU Webinar Network)
28 E-SIGN Series: 60 Minutes E-SIGN Security & Fraud Detection (CU Webinar Network)
29 Auditing Call Reports (CU Webinar Network)

May 2021

4 Current Trends in Cyber Crime & Payments Fraud (CU Webinar Network)
5 Credit Analyst Series: Loan Stress Testing for the Credit Analyst (CU Webinar Network)
6 Advanced Commercial Loan Documentation (CU Webinar Network)
10 Residential Construction-Only & Construction-to-Permanent Lending: Compliance & FAQs (CU Webinar Network)
11 Collection Series: Your Borrower Is Threatening Bankruptcy, Now What? (CU Webinar Network)
12 HR Dos & Don’ts in a Virtual World (CU Webinar Network)
13 5 Steps to Simplify Reg E Claims (CU Webinar Network)
18 Developments in Mergers & Acquisitions (CU Webinar Network)
19 Surviving a TRID Compliance Exam (CU Webinar Network)
25 Collection Series: The Virtual World of Collections (CU Webinar Network)
26 Handling W-9s, W-8BENs & IRS Mismatches (CU Webinar Network)
27 Marketing in 2021: Virtual Relationships & the New Consumer (CU Webinar Network)

June 2021

1 Handling Subpoenas, Summonses, Garnishments & Levies (CU Webinar Network)
3 Call Report Fundamentals for New Preparers & Reviewers (CU Webinar Network)
8 Financial Literacy Part 1: How to Identify 7 Credit Union Risks Using Financial Statements (CU Webinar Network)
9 Collection Series: Troubled Debt Restructuring in the COVID Economy (CU Webinar Network)
10 Introduction to SBA Lending (CU Webinar Network)
16 Wire Transfer Compliance: Domestic & International (CU Webinar Network)
17 Credit Analyst Series: Advanced Financial Statement Analysis (CU Webinar Network)
23 Collection Series: Managing Mortgage Delinquency (CU Webinar Network)
30 e-Everything: Compliance in an Online Environment (CU Webinar Network)

July 2021

Avoiding the Top 10 HELOC Compliance Mistakes (CU Webinar Network)
Business Writing Boot Camp, Including Critique of Your Own Writing Sample (CU Webinar Network)
13 Capital Adequacy & Risk: Regulator Expectations for the Board (CU Webinar Network)
14 Legal Issues of Checks (CU Webinar Network)
15 Navigating Compliance Issues for Promotions, Bonuses, Contests & Sweepstakes (CU Webinar Network)
20 Collection Series: Chapter 7 & 13 Consumer Bankruptcies: Special Rules, Cramdowns & Risks (CU Webinar Network)
21 Regulation E Compliance with ACH Payments (CU Webinar Network)
22 Job-Specific BSA Series: Job-Specific BSA Training for Operations Staff (CU Webinar Network)
28 IRA Beneficiary Designations, Death Distributions & Required Minimum Distributions (CU Webinar Network)
29 Credit Analyst Series: Credit Fundamentals for the New Credit Analyst (CU Webinar Network)

August 2021

Comparing Regulation E with Visa & Mastercard Rules (CU Webinar Network)
New Accounts Series: Regulatory Alphabet for Deposit Accounts (CU Webinar Network)
10 New ACH Meaningful Modernization Rules Effective September 17, 2021 (CU Webinar Network)
11 Credit Analyst Series: Debt Service Coverage Calculations in Underwriting (CU Webinar Network)
12 Handling POAs & Living Trust Documents on Deposit Accounts & Loans (CU Webinar Network)
17 Record Retention: What to Keep and Why! (CU Webinar Network)
18 Critical CIP & CDD Issues: Compliance, Beneficial Ownership & FAQs (CU Webinar Network)
19 Maximizing Cyber Security Soundness & Minimizing Incidents (CU Webinar Network)
24 Financial Literacy Part 2: How to Interpret Key Ratios, Risks & Reporting (CU Webinar Network)
25 Survey Says! The Top 10 Reasons Businesses Move Their Accounts (CU Webinar Network)
26 Job-Specific BSA Series: Job-Specific BSA Training for the Frontline (CU Webinar Network)
30 Loan Underwriting 101: Interviewing, Credit Reports, Debt Ratios & Regulation B (CU Webinar Network)
31 Dealing with Difficult Members: 5 Foolproof Techniques (CU Webinar Network)

September 2021

Call Report Loan Classifications & Basic Lending Schedules (CU Webinar Network)
Dormant Accounts, Unclaimed Property & Escheatment (CU Webinar Network)
New Accounts Series: 20 Legal Types of Accounts: Ownership, Documentation & CIP (CU Webinar Network)
ACH Payment Reclamations & Garnishments (CU Webinar Network)
14 Job-Specific BSA Series: Job-Specific BSA Training for Lenders (CU Webinar Network)
15 Completing the CTR Line-by-Line (CU Webinar Network)
16 Fiduciary Responsibilities of New & Experienced Directors (CU Webinar Network)
21 Bankruptcy for Lenders: Chapter 11 & Subchapter V, The Small Business Reorganization Act (CU Webinar Network)
22 New Accounts Series: Business Account Documentation (CU Webinar Network)
23 Hot Topics in Social Media Engagement for Credit Unions (CU Webinar Network)
28 HMDA Reporting Part 1: Application Basics (CU Webinar Network)
29 Understanding TRID Tolerance Cures (CU Webinar Network)
30 Conducting In-House Evaluations: Guidance, Rules & Technological Tools (CU Webinar Network)

October 2021

Strategic Planning for Credit Unions (CU Webinar Network)
SAR Decision-Making (CU Webinar Network)
New Accounts Series: Opening Accounts for Nonprofit Organizations (CU Webinar Network)
13 Denied Loan Requirements A to Z (CU Webinar Network)
14 Notary Compliance, Including Virtual Notarization (CU Webinar Network)
19 Top 10 IRA Rollover Mistakes (CU Webinar Network)
20 Reg E Investigation & Requirements for Debit Card Error Resolution (CU Webinar Network)
21 Job-Specific BSA Series: Job-Specific BSA Training for Senior Management & Directors (CU Webinar Network)
27 New Accounts Series: Adverse Action at Account Opening: Reporting & Documentation (CU Webinar Network)
28 HMDA Reporting Part 2: Collecting Demographic Information (CU Webinar Network)

November 2021

Robbery Prevention, Response & Resilience (CU Webinar Network)
Mastercard Debit Card Chargebacks (CU Webinar Network)
Board Secretary Training: Documenting Minutes, Corrections & Disagreements (CU Webinar Network)
10 New Accounts Series: Opening Accounts for Nonresident Aliens (CU Webinar Network)
11 HMDA Reporting Part 3: Commercial Lending Issues (CU Webinar Network)
16 Completing the SAR Line-by-Line (CU Webinar Network)
18 1099 Reporting: Foreclosures, Repossessions & Debt Settlements (CU Webinar Network)

December 2021

Your Depositor Has Died: Actions to Take, Mistakes to Avoid (CU Webinar Network)
The Legal Side of Remote Deposit Capture: Risks & Liability (CU Webinar Network)
Visa Debit Card Chargebacks (CU Webinar Network)
Security Officer Reports to the Board: Timing, Contents & Requirements (CU Webinar Network)
15 Commercial Loan Annual Credit Review (CU Webinar Network)