| (Click on event for more information) |
| Date |
Event |
|
|
Feb.
07
|
Home Mortgage Disclosure Act (HMDA) Reporting |
Register |
|
Feb.
08
|
Managing Interest Rate Risk in Today's Environment |
Register |
|
Feb.
22
|
Hacking 101: Prevention & Recovery Measures |
Register |
|
Feb.
22
|
Regulatory Exam Feedback: The Next Steps |
Register |
|
Feb.
23
|
Form 990 & UBIT Update |
Register |
|
Mar.
06
|
Responding to Garnishments & Levies |
Register |
|
Mar.
07
|
The Outlook for the Economy & Its Implications for Credit Unions |
Register |
|
Mar.
13
|
Board Governance & Liabilities |
Register |
|
Mar.
14
|
Reverse Mortgages |
Register |
|
Mar.
15
|
National Credit Union Administration (NCUA) Hot Topics |
Register |
|
Mar.
21
|
Financial Counseling for Loan Officers |
Register |
|
Mar.
22
|
California Department of Financial Institutions (DFI) Hot Topics |
Register |
|
Mar.
28
|
Truth in Savings Act & Regulation E |
Register |
|
Apr.
03
|
Reading & Understanding Income Tax Returns |
Register |
|
Apr.
04
|
11 Ratios Every Credit Union Professional Should Know |
Register |
|
Apr.
05
|
Employment Practices for Managers & Supervisors, Part 1 |
Register |
|
Apr.
12
|
Employment Practices for Managers & Supervisors, Part 2 |
Register |
|
Apr.
17
|
Executive Series, 2nd Quarter - Topic TBD |
Register |
|
Apr.
19
|
Employment Practices for Managers & Supervisors, Part 3 |
Register |
|
Apr.
25
|
2012 Challenges & Issues for Supervisory Committee Members |
Register |
|
Apr.
26
|
Employment Practices for Managers & Supervisors, Part 4 |
Register |
|
May
02
|
Student Loans: Trends, Issues, & Options for Your Credit Union |
Register |
|
May
03
|
Responding to Examination Reports & Regulatory Action |
Register |
|
May
08
|
Dormant Accounts & Escheat Procedures |
Register |
|
May
09
|
Bank Secrecy Act for Volunteers |
Register |
|
May
22
|
Sexual Harassment Awareness & Prevention |
Register |
|
May
30
|
5300 Call Report |
Register |
|
June
05
|
The Pros & Cons of Credit Union Mergers |
Register |
|
June
06
|
The Art of Business Etiquette |
Register |
|
June
12
|
Deceased Member Accounts |
Register |
|
June
13
|
Bank Secrecy Act for Lenders |
Register |
|
June
20
|
Strategic Planning |
Register |
|
June
21
|
Beyond Regulation CC |
Register |
|
June
26
|
Bank Secrecy Act for Frontline Staff |
Register |
|
June
28
|
Bank Secrecy Act for BSA Officers |
Register |
|
July
10
|
Membership & Account Ownership |
Register |
|
July
11
|
Fulfilling NCUA Financial Literacy Requirements for Directors, Part 1 |
Register |
|
July
12
|
Fulfilling NCUA Financial Literacy Requirements for Directors, Part 2 |
Register |
|
July
17
|
When a Borrower Dies |
Register |
|
July
18
|
Three Reasons Credit Unions Should Still Have SEGs |
Register |
|
July
31
|
Establishing a Code of Ethics for Volunteers |
Register |
|
Aug.
02
|
Leadership Skills for Middle Managers & Supervisors |
Register |
|
Aug.
07
|
Trusts & Other Fiduciary Accounts |
Register |
|
Aug.
08
|
Responding to Subpoenas |
Register |
|
Aug.
09
|
Executive Series, 3rd Quarter: Topic TBD |
Register |
|
Aug.
15
|
Mobile Marketing is More Than a Text Message |
Register |
|
Aug.
22
|
Consumer Lending 101 |
Register |
|
Aug.
29
|
Stop Payments & Lost & Stolen Checks |
Register |
|
Sep.
05
|
Reading & Understanding Financial Statements |
Register |
|
Sep.
12
|
Disaster Preparedness, Recovery, & Business Resumption |
Register |
|
Sep.
13
|
Cross Selling Your Deposit Services |
Register |
|
Sep.
19
|
Tax ID Verification & Withholding Procedures |
Register |
|
Sep.
20
|
Cross Selling Your Lending Services |
Register |
|
Sep.
26
|
Collections 101 |
Register |
|
Oct.
10
|
Marketing & Advertising Compliance |
Register |
|
Oct.
11
|
Executive Series, 4th Quarter: Topic TBD |
Register |
|
Oct.
23
|
Plastic Card Fraud |
Register |
|
Oct.
24
|
Fair Credit Reporting Act |
Register |
|
Nov.
06
|
Power of Attorney |
Register |
|
Nov.
07
|
How to Read a Credit Bureau Report |
Register |
|
Nov.
20
|
Sexual Harassment Awareness & Prevention |
Register |
|
Nov.
27
|
Real Estate Loan Review & Audit Procedures |
Register |
|
Nov.
28
|
IRS Reporting Requirements |
Register |
|
Nov.
29
|
Business Account Administration |
Register |
|
Dec.
04
|
The Ten Worst Security Mistakes Credit Unions Make |
Register |
|
Dec.
05
|
Compliance for Opening Accounts Online |
Register |
|
Dec.
12
|
Robbery & Security Procedures |
Register |
