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 CUNA Training & Events
Click here for Volunteer Training
Click here for Western CUNA Management School

December 2019 

ACH Error Resolution: Returns, Authorizations, WSUDs, Stop Payments & More (Webinar) 
Safe Deposit Issues: Delinquency, Death & Abandonment (Webinar)
IRS Reporting Requirements: 1098s, 1099s, TINs & Backup Withholding (Webinar)
Consumer Privacy: New Online & Mobile App Issues, GDPR, Reg P & Compliance (Webinar)
10 Revisiting Reg CC Policies, Disclosures & Notices for Rule Changes Effective July 1, 2020 (Webinar)
11 Business Accounts: Who is Authorized to Open, Close, Transact? (Webinar) 
12 The Changing Face of BSA Administration: What BSA Officers & Management Must Know (Webinar)
16 Marijuana HR Policy & Best Practices: Handling Employee Medical & Recreational Use (Webinar) 
17 Updated Flood Insurance Exam Procedures, Including Recent Private Flood Insurance Rules (Webinar) 
18 Securing Collateral: How to Complete & File UCC-1 Financing Statements (Webinar) 

January 2020

BSA High-Risk Members: Identifying, Enhanced Due Diligence & Monitoring (Webinar)
Lending to Hemp Businesses, Including Recent USDA Interim Hemp Production Guidance (Webinar)
Top 10 Issues for the 2019 HMDA Report: Due March 1, 2020 (Webinar)
14 Accounting Nightmares: TDRs, Foreclosed Assets, Investments & More (Webinar)
15 Deposit Account Series: Compliance at Account Opening (Webinar)
16 Incorporating Diversity & Inclusion into Your HR Policies (Webinar)
21 Call Report Fundamentals for New Preparers & Reviewers (Webinar)
22 Data-Driven Loan Pricing (Webinar)
23 2020 IRA & HSA Update, Including Pending & Breaking Legislation (Webinar)
28 Governance for Volunteers (Webinar)
29 Advanced Issues in Dormant Accounts, Unclaimed Property & Escheatment (Webinar)
30 Deposit Account Series: UCC 3 & 4 Check Issues: Stop Payments, Postdated, Stale-Dated & Endorsements (Webinar)

February 2020 

Action Plan for Reg CC Rule Changes Effective July 1, 2020 (Webinar)
5 ACH Tax Refunds: Exceptions, Posting & Liabilities (Webinar)
Diversity Self-Assessment: Regulatory Guidance & Best Practices (Webinar)
11 Using the FPR to Improve Credit Union Performance (Webinar)
12 Commercial Lending Series: Commercial Loan Documentation (Webinar)
13 Electronic & Imaged Documents: What to Keep, What to Destroy, What Holds Up in Court (Webinar)
18 Deposit Account Series: Banking Cannabis Businesses: Hemp, CBD, THC & More (Webinar)
19 Qualifying Borrowers Using Personal Tax Returns Part 1: Form 1040 & Schedules B & C (Webinar)
20 Harassment Claims in a #MeToo World (Webinar)
25 Deposit Account Series: Deposit Operations Update 2020 (Webinar)
26 Managing Force-Placed Mortgage & Auto Insurance (Webinar)
27 HELOC Compliance: Disclosures, Documentation, Advertising, Amending & More (Webinar)

March 2020 

Commercial Lending Series: Managing a Commercial Construction Loan: Start to Finish (Webinar)
Appraisal Compliance Checklist, Including New Threshold Limits (Webinar)
Understanding Marijuana Business Compliance for the Board (Webinar)
10 Impact of Reg CC Rule Changes on ACH & RDC: Effective July 1, 2020 (Webinar)
11 Challenges Facing Supervisory Committees (Webinar)
12 Common HMDA Violations & Challenges (Webinar)
17 2020 ACH Rules Update, Including Emerging & Real-Time Payments (Webinar)
18 Consumer Loan Flood Insurance Forms Line-by-Line (Webinar)
19 Qualifying Borrowers Using Personal Tax Returns Part 2: Schedules D, E & F (Webinar)
24 Collecting SBA Loans: Critical Steps in Protecting the SBA Guaranty (Webinar)
25 Deposit Account Series: Advanced New Account Issues: POAs, Trusts, Estates & More (Webinar)
26 Commercial Lending Series: Commercial Flood Insurance Rules & Best Practices (Webinar)
30 New Technology: Cash Recyclers, Pod Banking & Interactive ATMs (Webinar)

April 2020 

Commercial Lending Series: Commercial Loan Workouts, Restructuring & Loss Mitigation (Webinar)
Deposit Account Series: 10 Overdraft Hotspots, Including Regulations, Lawsuits & Guidance (Webinar)
29 Commercial Lending Series: Commercial Loans Secured by Real Estate (Webinar)

May 2020 

13 Commercial Lending Series: Analyzing Commercial Tax Returns: Forms 1065, 1120, 1120S & K-1s (Webinar)
28 Growth & Transformation Series: Driving Engagement with Facebook, Twitter & Instagram (Webinar)

June 2020 

30 Growth & Transformation Series: Digital Marketing Strategies: What’s Working in 2020? (Webinar)

July 2020

15 Growth & Transformation Series: Attracting Millennials: The Next Generation of Revenue (Webinar)

August 2020

11 Growth & Transformation Series: Leveraging LinkedIn for Lenders (Webinar)
12 Cyber Series: Layered Cybersecurity: Finding the Best Strategy for Your Credit Union (Webinar)
20 Risk Officer Series: The 15 Worst Security Mistakes (Webinar)

September 2020 

10 Cyber Series: Cybersecurity Assessment Tool 2.0 & GLBA Privacy (Webinar)

October 2020

Risk Officer Series: A Year in the Life of a Compliance Officer: Tips, Tools & Annual Requirements (Webinar)
15 Cyber Series: GLBA Security Expectations, Internal Controls & the Human Factor (Webinar)
28 Risk Officer Series: Advanced BSA Officer Training: Risk, Compliance & Real-Life Scenarios (Webinar)
29 Cyber Series: Building & Sustaining a Cyber Intelligence Unit (CIU) (Webinar)

November 2020 

18 Risk Officer Series: Risk Management Officer: Expectations & Responsibilities (Webinar)