NAFCU Calendar

Browse the NAFCU Calendar for important dates, deadlines and training opportunities for credit unions, including credit union compliance deadlines, important regulatory dates, NAFCU research survey deadlines, NAFCU webcasts, conferences and more. Check the topics you're interested in and click the submit button to filter your calendar results.

Filter By Topic:





  

June 2016

How Any Credit Union Can Build an Insurance Agency

June 2, 2016 | Free Webinar
2:00 PM - 3:00 PM

Learn how Western Heritage Credit Union, has done what some may have thought impossible - launching a strikingly successful insurance agency in a credit union with under $100 million in assets. During this informative case study, Jeff Chesky, Chairman and CEO of Insuritas, takes an in-depth look at how Western Heritage built a successful insurance agency selling auto/home/business insurance to over half of their members.

More Information | Add to Calendar

Engaging America's Biggest Market: Millennials

June 8, 2016 | Free Webinar
2:00 PM - 3:00 PM

With market indicators predicting steady mortgage and consumer loan growth, you are uniquely positioned to capture significant market share of the lending market for the largest segment of today's consumers: millennials. This in-depth session provides insights and personas into the buying behaviors, financial priorities, and media and channels available to help you establish lasting financial relationships with this key generation.

More Information | Add to Calendar

Early Registration Deadline: Risk Management Seminar

June 10, 2016

Register by this date to get $100 off your registration with promo code RISKSAVINGS.

More Information | Add to Calendar

Comments Due to NAFCU: NCUA's Occupancy Proposal

June 10, 2016

NCUA has issued a new proposal regarding Federal Credit Union (FCU) occupancy of fixed assets, which would eliminate the full occupancy requirement in the current rule.

More Information | Add to Calendar

Annual Conference and Solutions Expo

June 14 - 17, 2016 | Nashville, TN

Make memories in Music City! The premier conference for credit union professionals and volunteers is in Nashville's premier location—-right in the heart of downtown, surrounded by decades of great music.

More Information | Add to Calendar

Blockchain Technology: What You Need to Know

June 21, 2016 | FREE Webcast
2:00 PM - 3:30 PM

Some of the world's largest financial institutions are forming private distributed ledger networks, and the future of distributed ledger technology is becoming clearer. Join this webcast for a comprehensive overview of blockchain technology and how your credit union can benefit from this technology.

More Information | Add to Calendar

Game Changer: The Final Conflict of Interest Rules

June 21, 2016 | Free Webinar
2:00 PM - 3:00 PM

The new Department of Labor Conflict of Interest rules represent a sea of change for the financial services industry—including credit unions. Make no mistake—this is game changing.

More Information | Add to Calendar

FLSA – Understanding the New Overtime Regulations

June 22, 2016 | Live Webcast
2:00 PM - 3:30 PM

Focusing on the new regulatory changes in the context of current laws, this session will provide a working knowledge of FLSA and the final regulations. Best practices will be shared to help your credit union review the budgetary and workforce implications of the new law. You'll explore how to create a roadmap to implement the necessary changes for the law's effective date of December 1, 2016.

More Information | Add to Calendar

NAFCU Member Call-In

June 29, 2016 | Member-only Call
4:00 PM - 5:00 PM

NAFCU's June 29 Member Call-In, "Second-Quarter Advocacy Update," will feature NAFCU President and CEO Dan Berger and senior staff providing a look at the latest legislative, regulatory and economic developments affecting the credit union industry.

More Information | Add to Calendar

Introduction to the Mortgage Industry

June 29, 2016 | Free Webinar
2:00 PM - 3:00 PM

Join MaryKay Scully, Director of Customer Education at Genworth Mortgage Insurance for an introductory webinar designed for new personnel, those new to the mortgage industry, or individuals who need a refresher.

More Information | Add to Calendar

  

July 2016

DoE Compliance Deadline: Student Accounts

July 1, 2016

The U.S. Department of Education (DOE) issued a final rule revising its rules related to the disbursement of federal student aid under Title IV of the Higher Education Act (HEA) by colleges and universities.

More Information | Add to Calendar

Comments Due to NAFCU: FFIEC Consumer Compliance Rating System

July 1, 2016

The Federal Financial Insitutions Examination Council (FFIEC) recently proposed an update to revise the Uniform Interagency Consumer Compliance Rating System (CC Rating System) and will now focus more on a credit union's compliance management system (CMS) rather than on individual transactions.

More Information | Add to Calendar

NCUA IT Exam Focus Areas

July 6, 2016 | Live Webcast
2:00 PM - 3:30 PM

Join this webcast to find out the latest NCUA Info System and Tech (IS&T) examination updates and prepare your credit union for a successful exam experience. You'll cover hot topics like the 2015 FFIEC Cybersecurity Assessment Tool (CAT), incident detection and response, authentication, online banking and much more.

More Information | Add to Calendar

Research Survey Due: Economic & CU Monitor

July 6, 2016

The NAFCU member survey of the Economic & CU Monitor is due. We rely on your survey responses for our industry analysis and legislative advocacy efforts on behalf of all credit unions. Click "more information" for links to the survey.

More Information | Add to Calendar

Comments Due to NAFCU: NCUA's Incentive Based Compensation Proposal

July 8, 2016

NCUA has released a proposed rule that applies to all financial institutions, including credit unions, with total assets of $1 billion or more that offer incentive-based compensation plans.

More Information | Add to Calendar

FinCEN Compliance Deadline: Customer Due Diligence Requirement

July 11, 2016

The final rule will require credit unions to identify and verify the beneficial owner(s) of legal entity accounts, subject to certain exceptions. Previously, credit unions were only required to know the identity of each of their legal entity customers, but not necessarily their beneficial, natural person owners.

More Information | Add to Calendar

BSA Risk Assessments and Transaction Monitoring Systems: Prevention & Detection

July 12, 2016 | Live Webcast
2:00 PM - 3:30 PM

This webcast will outline the importance of having a thorough and solid approach to assessing your credit union's BSA risks, as well as how to apply that assessment to your BSA transaction monitoring system. You'll identify the different categories of risk, learn how to satisfy examiner expectations, and more.

More Information | Add to Calendar

Early Registration Deadline: Congressional Caucus

July 15, 2016

Register by this date to get $100 off your registration with promo code CAUCUSSAVINGS.

More Information | Add to Calendar

  

August 2016

Comments Due to NAFCU: CFPB Outline on Arbitration

August 5, 2016

The Consumer Financial Protection Bureau proposed a rule to prohibit the use of “class action waivers” in mandatory pre-dispute arbitration agreements.

More Information | Add to Calendar

Risk Management Seminar

August 8 - 10, 2016 | Denver, CO

Get a 360° view of the internal and external risks facing your credit union and how to best manage them. Developed in part by a taskforce of peers who are experts in the field, this seminar will give you the tools needed to properly navigate the most serious risks threatening your credit union—from credit and interest rate risk to compliance, strategic and reputation risk.

More Information | Add to Calendar

Early Registration Deadline: Management and Leadership Institute

August 19, 2016

Register by this date to get $100 off your registration with promo code MLISAVINGS.

More Information | Add to Calendar

  

September 2016

Early Registration Deadline: Regulatory Compliance Seminar

September 9, 2016

Register by this date to get $100 off your registration with promo code SEMINARSAVINGS.

More Information | Add to Calendar

Early Registration Deadline: BSA Seminar

September 9, 2016

Register by this date to get $100 off your registration with promo code BSASAVINGS.

More Information | Add to Calendar

Congressional Caucus

September 18 - 21, 2016 | Washington, D.C.

Join us in D.C. to say "enough is enough" and personally make a difference in the fight against increasing regulatory burdens. NAFCU's Congressional Caucus offers a more personal, intimate connection with your lawmakers than any other event.

More Information | Add to Calendar

NACHA Compliance Deadline: Same Day ACH Phase 1

September 23, 2016

NACHA has finalized a change to its operating guidelines that will enable same-day processing of virtually any ACH payment under $25,000.

More Information | Add to Calendar

  

October 2016

DoD Compliance Deadline: Military Lending Act (MLA)

October 3, 2016

The final rule permits a credit union to exclude from MAPR calculations the application fee charged to a covered borrower when making a short-term, small amount loan (STS loan), also known as a Payday Alternative Loan (PAL loan). However, the application fee may only be excluded once in a rolling 12-month period. Any application fee on a subsequent loan must be included in the MAPR for that subsequent loan.

More Information | Add to Calendar

Management and Leadership Institute

October 17 - 21, 2015 | Annapolis, MD

This program has long been a top choice for credit union professionals seeking a deeper understanding of credit union strategic planning and developing top-notch leadership and management skills. You will learn in an interactive environment, including a mixture of classroom discussions, case studies and proactive strategy sessions. If you are looking to take the next step in your credit union career, this is the program for you.

More Information | Add to Calendar

BSA Seminar

October 24 - 28, 2016 | New Orleans, LA

Advance your career and compliance know-how with top-notch credit union BSA training at NAFCU's new BSA Seminar + Certification. You'll learn the latest trends in money laundering and best practices to keep your credit union safe.

More Information | Add to Calendar

Regulatory Compliance Seminar

October 25 - 28, 2016 | New Orleans, LA

Learn about the hottest credit union compliance topics, including detailed analyses of new and future regulations. Led by industry-leading experts, you'll get the scoop on what's hot now and what's coming up in credit union regulatory compliance.

More Information | Add to Calendar

  

January 2017

CFPB Compliance Deadline: HMDA (Regulation C) Phase 1

January 1, 2017

The Consumer Financial Protection Bureau (CFPB) has issued a final rule making several substantive revisions to Regulation C’s reporting requirements under the Home Mortgage Disclosure Act (HMDA).

More Information | Add to Calendar

NCUA Compliance Deadline: Member Business Lending

January 1, 2017

Final rule amends NCUA’s rules and regulations relating to member business lending for all federally insured credit unions.

More Information | Add to Calendar

  

February 2017

Strategic Growth Conference

February 21 - 23, 2017 | Charleston, South Carolina

Credit union growth fueled by big ideas for a better bottom line. Discover the latest, most innovative credit union growth strategies, from new digital marketing tactics to inventive loan growth programs at the NAFCU 2016 Strategic Growth Conference.

More Information | Add to Calendar

  

April 2017

Regulatory Compliance School

April 10 - 14, 2017 | Arlington, Virginia

NAFCU's 2017 Regulatory Compliance School, April 10-14 in Arlington, VA, provides essential training for credit union compliance staff. We'll cover important regulations like regs B, C, CC, D, E and Z, as well as teach you about the governing bodies for credit unions – the CFPB and NCUA.

More Information | Add to Calendar

CEOs and Senior Executives Conference

April 26 - 28, 2017 | Miami Beach, Florida

The conference for credit union executives to network, learn leading strategies and re-energize for the future.

More Information | Add to Calendar

  

May 2017

Board of Directors and Supervisory Committee Conference

May 1 - 4, 2017 | Charleston, South Carolina

As an effective volunteer leader, you're passionate about the success of your credit union. Hone your skills and enhance your knowledge even more at NAFCU's 2017 Board of Directors and Supervisory Committee Conference. You'll also enhance your spirit. Charleston is a visual feast of cobblestone streets, horse-drawn carriages, historic landmarks, and antebellum architecture. This conference puts you right in the middle of it!

More Information | Add to Calendar

  

September 2017

NACHA Compliance Deadline: Same Day ACH Phase 2

September 15, 2017

NACHA has finalized a change to its operating guidelines that will enable same-day processing of virtually any ACH payment under $25,000.

More Information | Add to Calendar

  

January 2018

CFPB Compliance Deadline: HMDA (Regulation C) Phase 2

January 1, 2018

The Consumer Financial Protection Bureau (CFPB) has issued a final rule making several substantive revisions to Regulation C’s reporting requirements under the Home Mortgage Disclosure Act (HMDA).

More Information | Add to Calendar

  

March 2018

NACHA Compliance Deadline: Same Day ACH Phase 3

March 16, 2018

NACHA has finalized a change to its operating guidelines that will enable same-day processing of virtually any ACH payment under $25,000.

More Information | Add to Calendar