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

July 2020

1  Top 10 Consumer Loan Documentation Mistakes (CU Webinar Network)
nCino Analytics Academy,(Virtual session)
7  Annual Training for the Branch: BSA, Identity Theft & Regs CC, D, E & DD (CU Webinar Network)
8  Fraud by Channel Type: Check, Debit, Credit, ACH & Wire (CU Webinar Network)
8  TTS Webinar - Flood Insurance Compliance Updates & FAQS including Private Flood Requirements
9 TTS Webinar - 10 Lessons Learned When Your Member Dies
9  HR Compliance: Lessons Learned from Massive HR Failures (CU Webinar Network)
13 Audit and COVID-19: A CFO Roadmap (CU Webinar Network)
14 TTS Webinar - Understanding Revocable and Irrevocable Trust Documents
14 Completing the TRID Closing Disclosure Line-by-Line (CU Webinar Network)
15 TTS Webinar - Online Account Opening
15 Growth & Transformation Series: Attracting Millennials: The Next Generation of Revenue (CU Webinar Network) 
16 TTS Webinar – Strategies to Win the War: Capitalizing on Your Competitive Advantages
16 HMDA: Still a Four-Letter Word? (CU Webinar Network) 
20 TTS Webinar - Financial Fraud in the COVID-19 World
21 Responding to Garnishment & Levy Demands (CU Webinar Network)
21 TTS Webinar – Vendor Due Diligence
22 Call Report Financial Statements B-E (CU Webinar Network)
22 TTS Webinar - How to Use Your Risk Assessment(s) to Make Better Decisions
23 Boards Behaving Badly: Handling Unruly Directors (CU Webinar Network)
23 TTS Webinar - Alert! CTR Changes on Sole Proprietors and Legal Entities
27 Effective Now! New FFIEC Guidelines for Banking Hemp-Related Businesses (CU Webinar Network)
28 Handling Consumer Complaints & Disputes (CU Webinar Network)
29 Beneficial Ownership Rules for Business Accounts & Loans (CU Webinar Network)
30 Lending to Self-Employed Borrowers (CU Webinar Network)

August 2020

TTS Webinar – Excel Made Clear: Pivot Table Techniques
4  Fundamentals of IRA Beneficiary Designations & Distributions, Including Secure Act Impact Implications (CU Webinar Network)
5  Maximizing Recoveries on Charged-Off Loans (CU Webinar Network)
5  TTS Webinar - SAR Line by Line
6  Advanced CTR Training: Beyond the “Textbook” (CU Webinar Network)
TTS Webinar - Testing Your ISP in 2020
TTS Webinar – ACH Exception Processing
10 Bankruptcy’s New Subchapter V: The Small Business Reorganization Act (CU Webinar Network)
11 TTS Webinar - Opening Membership Accounts Online
11 Growth & Transformation Series: Leveraging LinkedIn for Lenders (CU Webinar Network)
12 Operations Compliance Seminar (HCUL Virtual Session)
12 Cyber Series: Layered Cybersecurity: Finding the Best Strategy for Your Credit Union (CU Webinar Network)
13 TTS Webinar - 3rd Quarter Deposit Regulation Update
13 Fair Lending & COVID-19: Strategies for Maintaining Compliance (CU Webinar Network)
17 TTS Webinar - Income Opportunities: Near-prime Consumer Loan Takeout Programs
18 Collections & Right of Set Off in Commercial Lending (CU Webinar Network)
19 TTS Webinar - FCRA Compliance: E-Oscar and Metro2
20 Risk Officer Series: The 15 Worst Security Mistakes (CU Webinar Network) 
20 TTS Webinar - Implementing the Revised URLA: Here are the Details!
25 Liability with ACH Death Notification Entries (DNEs) & Reclamations (CU Webinar Network)
25 TTS Webinar - Robbery Prevention & Response
26 Advanced IRA Beneficiary Issues: Death Distribution Calculations, Trusts, Successors & Secure Act Impact (CU Webinar Network)
27 TTS Webinar - Rise of Fintech in Consumer Loans: Threat or Opportunity?
27 Effective & Compliant Pre-Employment Background Checks (CU Webinar Network)

September 2020 

Cutting-Edge Consumer Payments: Beyond PayPal & Venmo (CU Webinar Network)
2 TTS Webinar - Vendor Management 2020
SAFE Act Compliance for Mortgage Loan Originators (MLOs) (CU Webinar Network)
8 TTS Webinar - Basic Loan Underwriting
9 Ten Lessons Learned When a Depositor Dies (CU Webinar Network) 
9 TTS Webinar - New BSA Officer Training
10 TTS Webinar – Getting in the Game: Aligning Marketing and Execution
10 Cyber Series: Cybersecurity Assessment Tool 2.0 & GLBA Privacy (CU Webinar Network) 
15 TTS Webinar - Electronic Banking Compliance: Two-Part Series
17 Building the Best Possible Board Meeting: From Agenda to Action (CU Webinar Network)
21 Mortgage Collection & Foreclosure: Best Practices & Tenants’ Rights (CU Webinar Network)
22 Avoiding Costly Mistakes in Calculating Debt Service Coverage (CU Webinar Network)
23 UCC-1 & UCC-3 Financing Statements Line-by-Line: Filing, Amending & Renewing (CU Webinar Network)
29 Mastering Escrow: Analysis, Rules, Forms & Compliance (CU Webinar Network)
29 TTS Webinar - Electronic Banking Compliance: ESign, Online and Mobile Banking, and Remote Deposit Capture
30 TTS Webinar – Excel Made Clear: Building Error-Free Spreadsheets
30 FFIEC Requirements for a Remote Deposit Capture Risk Assessment (CU Webinar Network)

October 2020

1-2 Acensus IRA Essential and Advanced Seminar (Webinar)
5-6 Catalyst Economic & Payments Forum 2020 (Online event)
Risk Officer Series: A Year in the Life of a Compliance Officer: Tips, Tools & Annual Requirements (CU Webinar Network)
7  TTS Webinar – Safe Deposit Vault Security & Disaster Recovery Essentials
7  Managing Vendors: Due Diligence, Contracts, Tips & Tools (CU Webinar Network)
8  Compliance with E-SIGN, E-Statements & E-Disclosures (CU Webinar Network)
14 Regulatory Requirements for the Board: A Comprehensive Checklist (CU Webinar Network)
15 TTS Webinar – Performing the ACH Audit
15 Cyber Series: GLBA Security Expectations, Internal Controls & the Human Factor (CU Webinar Network)
20 Legally Handling ATM & Debit Card Claims Under Regulation E (CU Webinar Network)
21 Regulator Update for the Credit Analyst (CU Webinar Network)
22 Banking & Lending to Cannabis Businesses: Clarifying the Confusion & Avoiding Pitfalls (CU Webinar Network)
27 New URLA for a New Year! Prepare Now for a Smooth Transition (CU Webinar Network)
28 Risk Officer Series: Advanced BSA Officer Training: Risk, Compliance & Real-Life Scenarios (CU Webinar Network)
29 Cyber Series: Building & Sustaining a Cyber Intelligence Unit (CIU) (CU Webinar Network)

November 2020 

3  TTS 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)
10 IRS Reporting Essentials: Form 1099 & Beyond (CU Webinar Network)
11 Year-End Actions for IRA Administrators: Notifications, Reporting, Monitoring & Secure Act Changes (CU Webinar Network)
12 Robbery: Critical Steps Before, During & After (CU Webinar Network)
17 Ten Lessons Learned When a Borrower Dies (CU Webinar Network) 
18 Risk Officer Series: Risk Management Officer: Expectations & Responsibilities (CU Webinar Network) 
19 TTS Webinar – Thirty (30) Steps to Audit Your Safe Deposit Area

December 2020

1  Using Notary & Corporate Seals Accurately (CU Webinar Network)
2  Avoiding BSA Compliance Violations (CU Webinar Network)
3  TTS Webinar - Error Resolution – Regulations E & Z
 Annual Loan Review: Consumer, Commercial & Residential (CU Webinar Network)
9  Recent Reg CC Changes: Lessons Learned & Future Outlook (CU Webinar Network)
10 Legal Issues Surrounding Subpoenas & Summonses (CU Webinar Network)
16 Avoiding Loan Denial Mistakes (CU Webinar Network)