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

May 2020 

5  E-SIGN for Lenders: Technicalities, Consumer Expectations & Risk (CU Webinar Network)
TTS Webinar – ACH Origination for Credit Unions
6  TTS Webinar – DIY Core Systems Selections and RFPs
6  Writing Compelling Credit Memos & Loan Narratives with Confidence (CU Webinar Network)
TTS Webinar – Preparing Your Credit Union for a Disaster - HR, Operations, Facilities and Communication Best Practices
New Uniform Residential Loan Application Deadline Nov 1, 2020: Updating Policies & Testing Readiness (CU Webinar Network)
11 Demystifying TRID for Construction Loans Using the New CFPB Guides (CU Webinar Network)
12 TTS Webinar – Excel Made Clear: Budget Spreadsheets
12 Leveraging BSA Controls for More Effective OFAC Compliance (CU Webinar Network)
13 TTS Webinar – Secrets of a Successful Call Center Agent
13 Commercial Lending Series: Analyzing Commercial Tax Returns: Forms 1065, 1120, 1120S & K-1s (CU Webinar Network)
14 TTS Webinar – Implementing Regulation CC Changes
14 Visa Claims Resolution for Chargebacks (CU Webinar Network) 
15 Alert! Impact of Reg D Changes (CU Webinar Network)
19 Updating Your CDD Program: Beneficial Ownership, Triggering Events & New SSN Verification (CU Webinar Network)
19 TTS Webinar – Using Your BIA and Data Flow Diagrams to Understand Risk
20 Credit Reporting & Delinquent Accounts: Disputes, Revisions & Guidance (CU Webinar Network) 
21 TTS Webinar – Opening Accounts for Social Security Representative Payees
21 Call Report Advanced Lending Schedules (CU Webinar Network)
27 Branch Manager Guide to Success (CU Webinar Network)
27 TTS Webinar – Compliance 101 - Introduction to Compliance for New Compliance Officers
28 Growth & Transformation Series: Driving Engagement with Facebook, Twitter & Instagram (CU Webinar Network)

June 2020 

1  Deadline July 1, 2020: HMDA Final Rule on Closed-End Loan Data Collection & Reporting (CU Webinar Network)
TTS Webinar – Legal Liabilities when Check Fraud Occurs
2  TDRs: Defining, Examples, Financial Reporting & Best Practices (CU Webinar Network)
Consumer Loan Underwriting Fundamentals: Interviews, Credit Reports, Compliance & Debt Ratios (CU Webinar Network)
4  UCC Article 9: Perfection Pitfalls & Proper Enforcement (CU Webinar Network)
9  Three Key Risk Assessments in Enterprise Risk Management (CU Webinar Network)
10 TTS Webinar – BSA 101 - Introduction to the Bank Secrecy Act for New BSA Compliance Officers
10 Debit & Prepaid Card Compliance: Disclosures, Fee Changes & More (CU Webinar Network)
11 TTS Webinar – 10 Things to Know Before Your Next Core Negotiation
11 Completing the TRID Loan Estimate Line-by-Line (CU Webinar Network)
15 Credit Risk Management During a Pandemic (CU Webinar Network) 
16 TTS Webinar – Consumer Real Estate Loans
16 Fair Lending Comparative File Review That Meets Regulator Expectations (CU Webinar Network)
18 Handling ACH Exceptions & Returns (CU Webinar Network) 
23 TTS Webinar – Closing Accounts
23 Twenty Common Mistakes in Consumer Collections (CU Webinar Network)
24 TTS Webinar – Conducting a Compliance Audit/Review
24 Comparing Regulation E with Visa & Mastercard Rules (CU Webinar Network)
25 TTS Webinar – Vendor Management Programs: How Model Risk Fits In
25 Managing In-House Real Estate Evaluations (CU Webinar Network)
26 TTS Webinar – Staff Training: Human Smuggling, Human Trafficking, Elder Fraud and Identity Theft
30 Growth & Transformation Series: Digital Marketing Strategies: What’s Working in 2020? (CU Webinar Network)

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)
9  HR Compliance: Lessons Learned from Massive HR Failures (CU Webinar Network)
13 Audit and COVID-19: A CFO Roadmap (CU Webinar Network)
14 Completing the TRID Closing Disclosure Line-by-Line (CU Webinar Network)
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) 
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)
23 Boards Behaving Badly: Handling Unruly Directors (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)
6  Advanced CTR Training: Beyond the “Textbook” (CU Webinar Network)
TTS Webinar – ACH Exception Processing
11 Growth & Transformation Series: Leveraging LinkedIn for Lenders (CU Webinar Network)
12-13 Operations Compliance School (HCUL Virtual Sessions)
12 Cyber Series: Layered Cybersecurity: Finding the Best Strategy for Your Credit Union (CU Webinar Network)
13 Fair Lending & COVID-19: Strategies for Maintaining Compliance (CU Webinar Network)
18 Collections & Right of Set Off in Commercial Lending (CU Webinar Network)
20 Risk Officer Series: The 15 Worst Security Mistakes (CU Webinar Network) 
25 Liability with ACH Death Notification Entries (DNEs) & Reclamations (CU Webinar Network)
26 Advanced IRA Beneficiary Issues: Death Distribution Calculations, Trusts, Successors & Secure Act Impact (CU Webinar Network)
27 Effective & Compliant Pre-Employment Background Checks (CU Webinar Network)

September 2020 

Cutting-Edge Consumer Payments: Beyond PayPal & Venmo (CU Webinar Network)
SAFE Act Compliance for Mortgage Loan Originators (MLOs) (CU Webinar Network)
9 Ten Lessons Learned When a Depositor Dies (CU Webinar Network) 
10 TTS Webinar – Getting in the Game: Aligning Marketing and Execution
10 Cyber Series: Cybersecurity Assessment Tool 2.0 & GLBA Privacy (CU Webinar Network) 
17 Building the Best Possible Board Meeting: From Agenda to Action (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)
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

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  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)
 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)