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2012 Schedule
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May 12Jun 12Jul 12Aug 12Sep 12Oct 12Nov 12Dec 12
 
May 2012 Go to top
May 2–June 27 CUNA Fixed-Income Investments eSchool
 Finance Eschool
Available through November 14, 2012 Interest Rate Risk Compliance
 Compliance Prerecorded
May 17 Recent Regulatory Action from CFPB
Irmo, South Carolina		 Compliance School / Conference
May 17
1:00–2:30 p.m. CT		 The Journey to Diversity and Inclusion: Are You Up for the Challenge?
 Human Resources & Training Webinar
May 24
1:00–2:00 p.m. CT		 The Art of Talent Management: Define Your Talent Management Strategy
 Human Resources & Training Webinar
May 29 & June 5
2:00–4:00 p.m. CT		 Financial Statement Game: Getting a Bit More Sophisticated: Part 1 & 2
 Finance Webinar
May 30
11:00 a.m. – 12:00 p.m. CT		 Fixed-Income Investments: Collateralized Mortgage Obligations (CMOs) (PAC & SEQ)
 Finance Webinar
May 31
2:00–3:30 p.m. CT		 Elder Abuse: We Are Our Brother's Keepers!
 Compliance Webinar
June 2012 Go to top
June 5 Teller Workshop
Irmo, South Carolina		 Operations, Sales & Service School / Conference
June 5
2:00–3:00 p.m. CT		 Let's Get Social: 13 Ideas to Take Social Media to the Next Level
 Marketing & Business Development Webinar
June 6
11:00 a.m. – 12:00 p.m. CT		 Fixed-Income Investments: Investment Policy Modifications & Introduction to Investment Portfolio Construction
 Finance Webinar
June 7 Collections & Bankruptcy Update
Irmo, South Carolina		 Lending School / Conference
June 7
1:00–2:30 p.m. CT		 COBRA & HIPAA Privacy Compliance Issues: The Pressure Is On!
 Compliance Webinar
June 8–15 Southeast CUNA Management School
Athens, Georgia		 Management & Leadership School / Conference
June 12
2:00–4:00 p.m. CT		 Rates, Risk & Return
 Finance Webinar
June 13
11:00 a.m. – 12:00 p.m. CT		 Fixed-Income Investments: Investment Portfolio Construction & Strategies: Part 1
 Finance Webinar
June 15
2:00–3:00 p.m. CT		 Creating Member Loyalty Sneak Preview Webinar
 Operations, Sales & Service Webinar
June 17–20 America's Credit Union Conference
San Diego, California		 Management & Leadership School / Conference
June 19 Pressing Credit Union Compliance Issues
 Compliance Audio
June 19
2:00–4:00 p.m. CT		 Asset-Liability Management (ALM) for Non-Financial Managers
 Finance Webinar
June 20
11:00 a.m. – 12:00 p.m. CT		 Fixed-Income Investments: Investment Portfolio Construction & Strategies: Part 2
 Finance Webinar
June 21
1:00–2:30 p.m. CT		 Garnishments, Levies, Subpoenas - Oh My!
 Compliance Webinar
June 27
11:00 a.m. – 12:00 p.m. CT		 Fixed-Income Investments: Investment Accounting, Additional Considerations & Broker vs. Asset Manager
 Finance Webinar
July 2012 Go to top
July 11 & 18
2:00–3:00 p.m. CT		 Marketing Loan Products: Parts 1 & 2
 Marketing & Business Development Webinar
July 12
1:00–2:30 p.m. CT		 Completing the Required BSA Forms - CTR, SAR, Designation of Exempt Person
 Compliance Webinar
July 15–18 Southeastern Regional (SRCUS) Directors Conference
Norfolk, Virginia		 Management & Leadership School / Conference
July 19–21 Coastal Supervisory Committee & Internal Auditors Conference
Hilton Head Island, South Carolina		 Board & Volunteer School / Conference
July 31
2:00–3:00 p.m. CT		 Successful Marketing Strategies
 Marketing & Business Development Webinar
August 2012 Go to top
August 7
1:00–2:30 p.m. CT		 IRA Basics
 Operations, Sales & Service Webinar
August 8
1:00–2:30 p.m. CT		 Living Trust Accounts - What You Need To Know
 Compliance Webinar
August 14
1:00–2:30 p.m. CT		 Establishing & Amending IRAs
 Operations, Sales & Service Webinar
August 14
2:00–3:00 p.m. CT		 Building a Marketing Plan
 Marketing & Business Development Webinar
August 20–22 Georgia Credit Union Affiliates Idea Institute
Asheville, North Carolina		 Management & Leadership School / Conference
August 21
1:00–2:30 p.m. CT		 IRA Contributions
 Operations, Sales & Service Webinar
August 23 & 30
2:00–3:30 p.m. CT		 Bank Secrecy Act 101 Part 1 & Part 2
 Compliance Webinar
August 28
1:00–2:30 p.m. CT		 Understanding IRA Transfers & Rollovers
 Operations, Sales & Service Webinar
August 29
2:00–4:00 p.m. CT		 CUNA Lending Compliance eSchool: Member Business Lending Regulations
 Lending Webinar
August 29
2:00–4:00 p.m. CT		 Introduction to Financial Ratios
 Finance Webinar
September 2012 Go to top
September 4
1:00–2:30 p.m. CT		 IRA Distributions
 Operations, Sales & Service Webinar
September 5 Teller Workshop
Irmo, South Carolina		 Operations, Sales & Service School / Conference
September 5
2:00–4:00 p.m. CT		 Introduction to Asset-Liability Management
 Finance Webinar
September 5 & 12
2:00–4:00 p.m. CT		 CUNA Lending Compliance eSchool: Regulation Z
 Lending Webinar
September 6
2:00–3:30 p.m. CT		 CUNA Bank Secrecy Act Compliance Specialists (BSACS) Recertification Review & Study Session
 Compliance Webinar
September 11 Pressing Credit Union Compliance Issues
 Compliance Audio
September 11
1:00–2:30 p.m. CT		 Required Minimum IRA Distributions (RMDs)
 Operations, Sales & Service Webinar
September 12
2:00–4:00 p.m. CT		 Introduction to Financial Management Analysis & Problem Solving
 Finance Webinar
September 12–13 Young Adult Bootcamp
 School / Conference
September 13
2:00–3:30 p.m. CT		 Skip Tracing - A Tool You Need In Your BSA Toolbox
 Compliance Webinar
September 18
1:00–2:30 p.m. CT		 IRA Reporting
 Operations, Sales & Service Webinar
September 18
2:00–3:00 p.m. CT		 Business Development Fundamentals: Planning, Doing, Tracking
 Marketing & Business Development Webinar
September 19
2:00–4:00 p.m. CT		 Introduction to Balance Sheet Earnings
 Finance Webinar
September 20
12:00–1:30 p.m. CT		 Attacking the Branch
 Operations, Sales & Service Webinar
September 20
2:00–3:30 p.m. CT		 BSA Trends In Payment Systems
 Compliance Webinar
September 25
1:00–2:30 p.m. CT		 IRA Beneficiary Distributions
 Operations, Sales & Service Webinar
September 25–26 Consumer Lending School with Brett Christensen
Duluth, Georgia		 Lending School / Conference
September 26
2:00–4:00 p.m. CT		 Introduction to Investments
 Finance Webinar
October 2012 Go to top
October 3
2:00–3:30 p.m. CT		 Dr. BSA - Is Your BSA Program Healthy?
 Compliance Webinar
October 3
2:00–4:00 p.m. CT		 Loan & Deposit Pricing
 Finance Webinar
October 4
2:00–3:30 p.m. CT		 Challenges with Complying with the Servicemembers Civil Relief Act
 Compliance Webinar
October 9
2:00–3:00 p.m. CT		 How to Fix the Hole in Your Bucket
 Marketing & Business Development Webinar
October 10
12:00–2:00 p.m. CT		 CUNA Lending Compliance eSchool: Decoding the Lending Examination Process - 10 Essential Techniques
 Lending Webinar
October 10
2:00–4:00 p.m. CT		 Forecasting & Budgeting Approaches
 Finance Webinar
October 10
2:00–3:30 p.m. CT		 Training Your Board About BSA
 Compliance Webinar
October 11
2:00–3:30 p.m. CT		 Could Your HMDA Data Result in a Fair Lending Exam?
 Compliance Webinar
October 16 Regulatory Compliance Update
Irmo, South Carolina		 Compliance School / Conference
October 17 Regulatory Compliance Update
Greensboro, North Carolina		 Compliance School / Conference
October 17
12:00–2:00 p.m. CT		 CUNA Lending Compliance eSchool: Advertising Credit Products
 Lending Webinar
October 17
2:00–3:30 p.m. CT		 BSA - Watching the Watchdog
 Compliance Webinar
October 17
2:00–4:00 p.m. CT		 Determining Loan Losses & Strategic Decisions
 Finance Webinar
October 18 Regulatory Compliance Update (Atlanta, GA)
 Compliance School / Conference
October 18
2:00–3:30 p.m. CT		 Update on Mortgage Lending Regulations
 Compliance Webinar
October 22
1:00–2:30 p.m. CT		 Checks and Check Holds for Frontline Staff
 Compliance Webinar
October 24
2:00–4:00 p.m. CT		 Advanced Financial Ratios
 Finance Webinar
October 24
2:00–3:30 p.m. CT		 Business Account Implications for BSA
 Compliance Webinar
October 24
2:00–4:30 p.m. CT		 CUNA Lending Compliance eSchool: Collection Regulations
 Lending Webinar
October 25
2:00–3:30 p.m. CT		 CUCE Recertification Study Session
 Compliance Webinar
October 31
2:00–4:00 p.m. CT		 Advanced Asset-Liability Management
 Finance Webinar
November 2012 Go to top
November 1
2:00–3:30 p.m. CT		 Responding to Member Complaints: Opportunities and Risks
 Compliance Webinar
November 6 IRA Workshops: Essentials & Beyond Essentials Day 1 (Columbia, SC)
 Operations, Sales & Service Seminar
November 6–7 IRA Workshops: Essentials & Beyond Essentials (Columbia, SC)
 Operations, Sales & Service School / Conference
November 7 IRA Workshops: Essentials & Beyond Essentials Day 2 (Columbia, SC)
 Operations, Sales & Service Seminar
November 7
2:00–4:00 p.m. CT		 Advanced Financial Management Analysis & Problem Solving
 Finance Webinar
November 8
2:00–3:30 p.m. CT		 Update on Consumer Lending Regulations
 Compliance Webinar
November 13 IRA Workshops: Essentials & Beyond Essentials Day 1 (Atlanta, GA)
 Operations, Sales & Service Seminar
November 13
2:00–3:00 p.m. CT		 Online Marketing Tactics
 Marketing & Business Development Webinar
November 13–14 IRA Workshops: Essentials & Beyond Essentials (Atlanta, GA)
 Operations, Sales & Service School / Conference
November 14 IRA Workshops: Essentials & Beyond Essentials Day 2 (Atlanta, GA)
 Operations, Sales & Service Seminar
November 14
2:00–4:00 p.m. CT		 Balance Sheet Earnings
 Finance Webinar
November 15
2:00–3:00 p.m. CT		 Creating Member Loyalty Sneak Preview Webinar
 Operations, Sales & Service Webinar
November 15
2:00–3:30 p.m. CT		 Identity Theft and Fraud - How Can the Compliance Department Protect your Credit Union?
 Compliance Webinar
November 15, 2012–May 15, 2013 Identity Theft and Fraud - How Can the Compliance Department Protect your Credit Union?
 Compliance Prerecorded
November 21
2:00–4:00 p.m. CT		 Identify Interest Rate & Market Risks
 Finance Webinar
November 28
2:00–4:00 p.m. CT		 Liquidity & Funding Risk
 Finance Webinar
December 2012 Go to top
December 5
2:00–4:00 p.m. CT		 Forecasting & Strategically Planning for Long Term Growth
 Finance Webinar
December 6 BSA Workshop (Raleigh, NC)
 Compliance School / Conference
December 11 Pressing Credit Union Compliance Issues
 Compliance Audio
December 12
2:00–4:00 p.m. CT		 Managing Credit Risk
 Finance Webinar
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