All Events

June 2024
Jun
17
Monday,
All day
RELEASE DATE:  June 17, 2024 ESTIMATED DURATION: 80 MINUTES Financial elder exploitation costs older Americans an estimated $35 billion every year. Too many seniors and adult dependents find...
Jun
24
Monday,
All day
RELEASE DATE: JUNE 24, 2024 ANTICIPATED DURATION: 60 MINUTES TRID stands for TILA-RESPA Integrated Disclosure rule. TRID guidelines are designed to help borrowers understand the terms costs associated...
July 2024
Jul
01
Monday,
All day
RELEASE DATE: JULY 1, 2024 ESTIMATED DURATION: 60 MINUTES In this course, you'll learn the fundamental purpose and key components of a credit proposal or write-up, as well...
Jul
01
Monday,
All day
RELEASE DATE: JULY 1, 2024 ESTIMATED DURATION: 60 MINUTES Trusts are an important estate planning tool, what does the credit union need to do when establishing a trust...
Jul
08
Monday,
All day
RELEASE DATE:  July 8, 2024 ESTIMATED DURATION: 60 MINUTES Wire Transfers continue to be an integral payment option for corporations and consumers alike. Get a clear understanding of...
Jul
14
- 26
Jul
Sunday,
All day
​Save the date. For more information, visit www.wcmspomona.org.
Jul
15
Monday,
All day
RELEASE DATE:  JULY 15, 2024 ESTIMATED DURATION: 60 MINUTES Risk assessments are an essential element of overall risk management along with providing the basis for many of your...
Jul
17
Wednesday,
05:00 pm-07:00 pm
​Join the East Bay Network for bowling and fun! Location: Granada Bowl, 1620 Railroad Ave, Livermore, CA, US, 94550 Click here to register or for more information.
Jul
22
Monday,
All day
RELEASE DATE: JULY 22, 2024 ESTIMATED DURATION: 90 MINUTES The Investment Basics webinar will provide an overview of the current investment market along with recent credit union investment...
Jul
29
Monday,
All day
Register today for the 2024 Southern California Multi-Network Golf Tournament at the Tustin Ranch Golf Club in Tustin, CA! Join us for some friendly golf action while raising...
Jul
29
Monday,
All day
RELEASE DATE: JULY 29, 2024 ESTIMATED DURATION: 60 MINUTES Learners will walk away with an understanding of: Current IT security threats; how bad guys look for weaknesses to...
Jul
30
Tuesday,
01:30 pm-03:30 pm
Your Economy — Your Credit Union will prepare credit unions to navigate the unpredictable economic landscapes of California and Nevada, addressing immediate and long-term challenges and opportunities in...
August 2024
Aug
05
Monday,
All day
RELEASE DATE: AUGUST 5, 2024 ESTIMATED DURATION: 90 MINUTES Although Bank Secrecy Act compliance was NOT on the list of Supervisory priorities for NCUA last year, it continues...
Aug
05
Monday,
All day
RELEASE DATE: AUGUST 5, 2024 ESTIMATED DURATION: 90 MINUTES Are you aware of the ways lending can be used to facilitate money laundering? If you thought the Bank...
Aug
05
Monday,
All day
RELEASE DATE: AUGUST 5, 2024 ESTIMATED DURATION: 60 MINUTES Although probably not at the top of your priority list as a credit union volunteer, the requirements of the...
Aug
05
Monday,
All day
RELEASE DATE: AUGUST 5, 2024 ESTIMATED DURATION: 90 MINUTES If the day-to-day responsibility of managing or handling the credit union’s BSA, AML, CFT and/or OFAC programs fall squarely...
Aug
05
Monday,
All day
RELEASE DATE: AUGUST 5, 2024 ESTIMATED DURATION: 60 MINUTES   Determining a capital target for a credit union is an important and complicated process. The capital evaluation process...
Aug
12
Monday,
All day
RELEASE DATE: AUGUST 12, 2024 ESTIMATED DURATION: 60 MINUTES Every credit union needs to identify the risks they face, and implement internal controls to mitigate losses. But where...
Aug
15
Thursday,
06:30 pm-09:00 pm
Join the CCUL- OC Network for Team Building, Networking, Raffle Drawings, Fun and Food. REGISTER HERE
Aug
19
Monday,
All day
RELEASE DATE: AUGUST 19, 2024 ESTIMATED DURATION: 60 MINUTES Expanding your credit union's field of membership by adding groups can indeed be a strategic move. During this webinar...
Aug
23
- 24
Aug
Friday,
All day
August 23-24, 2024. ​Don't miss this year's Shapiro Summit in Anaheim, CA. More info coming soon.
Aug
23
Friday,
02:00 pm-05:00 pm
This member-only roundtable, happening during the Shapiro Summit, is an exclusive open forum for Chief Executive Officers/Presidents to ask questions and discuss the specific issues you face. All...
Aug
26
Monday,
All day
RELEASE DATE: AUGUST 26, 2024 ESTIMATED DURATION: 60 MINUTES In this session, we'll delve into the critical role of AI data in shaping the future of credit unions,...
Aug
26
Monday,
All day
RELEASE DATE: AUGUST 26, 2024 ESTIMATED DURATION: 60 MINUTES In this comprehensive session, we will outline a strategic blueprint to guide your credit union through the nuances of...
September 2024
Sep
09
Monday,
All day
RELEASE DATE: September 9, 2024 ESTIMATED DURATION: 70 MINUTES Levies come in many confusing varieties, so ensuring you have a solid foundational understanding of what a levy is...
Sep
09
Monday,
All day
RELEASE DATE: September 9, 2024 ESTIMATED DURATION: 80 MINUTES When your California credit union is served with a subpoena for member financial information, do you know exactly what...
Sep
09
Monday,
All day
RELEASE DATE: September 9, 2024 ESTIMATED DURATION: 80 MINUTES In Part 2 of this webinar series, attorney Dan Loritz, Managing Partner at Okun Loritz, LLP, builds upon the...
Sep
09
Monday,
All day
RELEASE DATE:  SEPTEMBER 9, 2024 ESTIMATED DURATION: 60 MINUTES The federal government has made it very clear it wants to increase its collections efforts.   Add to that the...
Sep
09
Monday,
All day
RELEASE DATE:  SEPTEMBER 9, 2024 ESTIMATED DURATION: 60 MINUTES Do you have to answer that subpoena?    The answer is clearly…..maybe!  Almost every privacy law, rule and regulation require...
Sep
16
Monday,
All day
​For more information or to register, click here. Description RELEASE DATE: SEPTEMBER 16, 2024 ESTIMATED DURATION: 60 MINUTES Regulation Z protects people when they use consumer credit. Consumer credit...
Sep
17
- 19
Sep
Tuesday,
All day
​Advocate for legislation, learn about new policies, and meet with congressional and federal agency leaders and their staff.More information coming soon.
Sep
30
Monday,
All day
​For more information or to register, click here. Description RELEASE DATE:  SEPTEMBER 30, 2024 ESTIMATED DURATION: 60 MINUTES Financial thieves are always looking for cracks in today’s payment systems....
October 2024
Oct
07
Monday,
All day
RELEASE DATE: OCTOBER 7, 2024 ESTIMATED DURATION: 60 MINUTES Stop that check! (or ACH or debit card transaction) What is the credit union’s responsibility for addressing requests to...
Oct
07
Monday,
All day
RELEASE DATE: OCTOBER 7, 2024 ESTIMATED DURATION: 90 MINUTES Someone just walked in with a Power of Attorney for one of your members and wants to access the...
Oct
20
- 23
Oct
Sunday,
All day
Join us for REACH 2024, a four-day experience taking place at the stunning Marriott Marquis San Diego Marina from October 20th to 23rd, 2024. Attendees will have the...
November 2024
Nov
04
Monday,
All day
​For more information or to register, click here. Description RELEASE DATE: NOVEMBER 4, 2024 ESTIMATED DURATION: 60 MINUTES The purpose of Regulation E is to protect consumers when they...
Nov
18
Monday,
All day
RELEASE DATE: NOVEMBER 18, 2024 ESTIMATED DURATION: 60 MINUTES   The goal of this course is to help Credit Union staff and security personnel to consider ways to...
December 2024
Dec
02
Monday,
All day
RELEASE DATE:  DECEMBER 2, 2024 ESTIMATED DURATION: 60 MINUTES Telephone etiquette still matters in today’s digital world. The ability to be professional and effective over the telephone is...
Dec
05
Thursday,
05:30 pm-08:30 pm
LOCATION TBD. Join the Mount Diablo Network for their annual bike build event. For details email Jojo Cristobal at angelito.cristobal@pacificservice.org or Denise Wildes at denise@deltaschoolsfcu.org
Dec
09
Monday,
All day
RELEASE DATE:  DECEMBER 9, 2024 ESTIMATED DURATION: 60 MINUTES In today’s digital age, written communication skills are more important than ever, especially when it comes to email. Join...

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