Digging Deeper: CFPB’s Mortgage Rules

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On-Demand Webcast Available Until March 27, 2014

One purchase gives your entire credit union unlimited access to this webcast until the above expiration date.

Open to all credit unions, regardless of membership or charter type!

Earn NAFCU Certified Compliance Officer creditsNCCOs who submit an affidavit of attendance for this webcast to ncco@nafcu.org will receive 1.5 continuing education units.


Join NAFCU’s industry-renowned compliance team as they deep-dive into the CFPB’s new mortgage requirements.  The “devil is in the details” when it comes to regulatory requirements. This webcast, part of the CFPB Mortgage Reform Webcast Series, will get you up-to-date on the details of the new mortgage rules to help ensure your credit union is on track to comply by January 2014.

Bonus: With more regulatory changes coming from the CFPB in 2013, NAFCU’s compliance team will give you a sneak peak on what the CFPB is currently working on and help you prepare for future changes.

* Special note: These same topics will be covered at NAFCU’s Regulatory Compliance School

Key Takeaways:

  • Answers to the most frequently asked questions on the new mortgage rules, including a discussion on the various exemptions and which credit unions qualify
  • A discussion of the small creditor exemption from the escrow requirement – including a look at the CFPB’s preliminary list of rural and underserved counties. 
  • Guidance on how to deal with higher-priced or high-cost mortgage loans. Learn the new thresholds and how to determine if your HELOCs are high-cost
  • Details on homeownership counseling requirements
  • Mortgage loan originator qualifications, certifications and training requirements
  • Insight on products likely to receive further CFPB scrutiny in 2013 and beyond, including prepaid cards, overdraft protection, private student loans and more

Industry Leading Speakers:

Steve Van BeekSteve Van Beek, Esq., NCCO
Director of Regulatory Compliance, NAFCU

Steve Van Beek is responsible for all aspects of NAFCU's compliance assistance program and compliance-related products and services. He previously served as regulatory compliance counsel at NAFCU, where he assisted credit unions with a variety of compliance issues, addressed regulatory topics at NAFCU events and authored compliance articles for NAFCU publications, including the popular NAFCU Compliance Blog.

Michael ColemanMichael Coleman, Esq., NCCO
Regulatory Compliance Counsel, NAFCU
Michael Coleman is a Regulatory Compliance Counsel at NAFCU. His main responsibilities include assisting with NAFCU member compliance issues, writing articles for NAFCU publications, as well as drafting blog posts for the NAFCU Compliance Blog. Prior to joining NAFCU, Coleman worked as legal counsel and tax advisor for the Federated States of Micronesia Department of Finance and Administration.

Bernadette ClairBernadette Clair, Esq., NCCO, CAMS
Regulatory Compliance Counsel, NAFCU

Bernadette Clair is Regulatory Compliance Counsel at NAFCU. Clair assists credit unions with a variety of compliance issues, authors compliance articles for NAFCU publications such as the Compliance Monitor and NAFCU Compliance Blog and addresses regulatory topics at NAFCU events. Prior to joining NAFCU, she was a compliance specialist and BSA & regulatory compliance manager at Congressional Federal Credit Union.

JiJi BahhurJiJi Bahhur, Esq. NCCO
Regulatory Compliance Counsel, NAFCU

JiJi Bahhur is Regulatory Compliance Counsel at NAFCU and assists credit unions on a variety of regulatory and operational compliance issues. In addition, she speaks on regulatory topics that affect credit unions and authors compliance articles for NAFCU publications, including but not limited to the Compliance Monitor and the NAFCU Compliance Blog.

Who Should Attend?

  • Compliance, legal, paralegal, attorney and risk staff
  • Senior management
  • NAFCU Certified Compliance Officers (NCCOs)
  • Lending and loan officers
  • Mortgage and real estate officers
  • Loss prevention/mitigation and fraud staff
  • Education and learning staff
  • Operations staff
  • Quality control staff
  • Employee development/ HR and training staff
  • Auditors
  • Consultants
  • Underwriters

NAFCU's webcasts include live streaming video and audio of the presenters along with presentation slides and downloadable handouts.  You can easily submit your questions to the presenters at any time and there is no dialing in over the phone!  The audio and video stream directly through your computer.

Registration Fees

By 3/20/2013     After 3/20/2013     On-Demand Version
NAFCU Member (Webcast Only) $250       $350 $350
NAFCU Member (Webcast + CD) $300 $400 $400
NAFCU Nonmember (Webcast Only)       $350   $450 $450
NAFCU Nonmember (Webcast + CD) $400 $500 $500

On-demand webcasts are available for up to 12 months after the live broadcast and are included in the registration fee.