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On-Demand Executive Management & Board Governance Webinars

Call Report Advanced Lending Schedules

This webinar will decipher and clarify the instructions related to Schedule A and provide context and examples for mortgage servicing rights, loan participations, commercial loans, TDRs, and PCILs. Increase your Call Report acumen and confidently complete the Call Report timely and accurately.

Making the Shift: Member Experience Today

This five-part on-demand webinar series will explore how is the changing world is going to impact your credit union's strategies. From payments, to digital. From AI, to flesh-and-blood people. We will look at it all.

New FFIEC Procedures & Pandemic Guidance for Business Continuity Management & Resilience

Join us to learn the updated examination procedures, how to incorporate the ten steps of the business continuity life-cycle, and actions to survive the Pandemic. In addition, communication with the board and your internal auditor’s role in assessing the BCP’s design effectiveness are key program components.

Interagency Statement on Loan Modifications: Working with Borrowers Impacted by COVID-19

A recent interagency statement provides guidance for working with borrowers experiencing loan shortfalls due to the impact of COVID-19 – but outside the normal TDR structure. Learn the details and next steps.

Board Secretary Training: Documenting Board Training, Minutes, Corrections & More

This program will detail the board secretary’s responsibilities, teach best practices, cover the dos and don’ts, and provide sample policy and tools.

The CARES Act: Impact & Implications for Credit Unions

This webinar will provide a broad scope of the Act’s provisions which need to be addressed as institutions navigate through our new, temporary, normal.

Financial Risk During Widespread Disruption: What the Board & Management Should Monitor

Join us to learn more about the impact of COVID-19 and how to monitor key financial gauges during this epic disruption.

New FMLA Families First Requirements for Paid Leave Effective April 2, 2020

President Trump signed into law H.R. 6201, known as the Families First Coronavirus Response Act (the Act), in response to the COVID-19 crisis Learn what you need to know about complying with this latest consequence of the U.S. COVID-19 epidemic.

Crisis Considerations for Annual & Board Meetings: Reschedule? Virtual? Cancel?

Join us to learn more about the available options for remote meeting access and potential annual meeting postponements, with an eye towards gaining flexibility.

Pandemic Preparedness: Managing Coronavirus & Other Epidemics

FREE Webinar: While the coronavirus hasn’t been labeled a pandemic event, many are behaving as if it were. Attend this webinar and improve your business continuity plan and procedures.

Women’s Leadership Summit

This can’t-miss annual leadership event will motivate, inspire and energize you. Learn how to leverage your individual talents, transform obstacles into fuel for a better you, the resources found in the Global Women's Leadership Network and cap off the day with a lively roundtable discussion.

Challenges Facing Audit Committees

This webinar, conducted by an audit committee member and veteran CU attorney, will explore the traits of healthy committees, today’s biggest challenges, and how to ensure full compliance with regulatory obligations.

Understanding Marijuana Business Compliance for the Board

Are you offering deposit accounts or loans to marijuana – or hemp-related businesses? What does the board need to consider? What are the compliance requirements? Learn the details necessary to make an informed decision with this timely program.

Managing Force-Placed Mortgage & Auto Insurance

Join us to learn the technical regulatory requirements of force-placed insurance and how to avoid losses. This program will focus on issues important to lenders, plus offer suggested questions to pose to your insurance professionals.

Harassment Claims in a #MeToo World

Join us to learn the current state of harassment claims and effective steps your institution can take now to minimize risk and maximize morale.

Banking Cannabis Businesses: Hemp, CBD, THC & More

This webinar will focus on how financial institutions are currently accepting deposits, lending money,and providing other financial services to cannabis businesses and their service providers –despite the lack of guidance or comprehensive comfort under federal law.

Electronic & Imaged Documents: What to Keep, What to Destroy, What Holds Up in Court

Not all imaged documents are treated the same under the law. Now, more than ever, it’s imperative to understand the rules regarding electronic and imaged documents to protect your institution from costly mistakes.

Using the FPR to Improve Credit Union Performance

This pragmatic webinar will provide information you can use immediately and serve as excellent training for the board in fulfilling their responsibility of overseeing credit union performance.

Diversity Self-Assessment: Regulatory Guidance & Best Practices

Learn the basics of DEI as a corporate best practice and how to use the NCUA self-assessment tool to understand your current position and strategize achieving true diversity.

Governance for Volunteers

This webinar will cover the general and specific responsibilities of volunteers, distinguish between the two different types of audits, and provide current industry ratios/benchmarks to help evaluate your credit union’s financial condition.