NAFCU Calendar

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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.

  • Compliance Deadlines
  • Important Regulatory Dates
  • CU Research Survey Due
  • Education & Conferences
  • Other Important Dates
  • August 2014

    AUG. 4

    Comments Due to NAFCU: NCUA Proposed Rule and Request for Information – Asset Securitization and Safe Harbor

    August 04, 2014
    National Credit Union Administration (NCUA) released a proposed rule that would clarify that a natural person federal credit union is allowed to securitize loans that it has originated, provided that the transaction meets certain requirements.

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    AUG. 6

    Credit Card Advertising: Dotting the I’s & Crossing the T’s

    August 06, 2014 | Live Webcast
    2:00 PM - 3:30 PM

    Attendees of this webcast will learn what i’s must be dotted and t’s crossed as they examine the regulatory requirements related to credit card advertising, including best practices, alternative disclosures, and the intricate requirements involved in advertising introductory and promotional rates.

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    AUG. 7

    Early Bird Registration Deadline: Management and Leadership Institute

    August 07, 2014
    Enroll by this date to get $100 off your registration.

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    AUG. 11

    Comments Due to NAFCU: CFPB Disclosure of Consumer Complaint Narrative Data

    August 11, 2014
    The Consumer Financial Protection Bureau (CFPB) has issued a proposed policy statement regarding disclosure of consumer complaint narrative data. Learn more and send comments to NAFCU.

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    AUG. 13

    Comments Due to NAFCU: NCUA Economic Growth Regulatory Paperwork Reduction Act

    August 13, 2014
    The National Credit Union Administration (NCUA) is conducting a review of certain regulations under the Economic Growth and Regulatory Paperwork Reduction Act (EGRPRA) and is inviting comment on how these selected rules are outdated, unnecessary or unduly burdensome. Learn more and send comments to NAFCU.

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    AUG. 13

    Comments Due to NAFCU: CFPB Request for Information – Mobile Financial Services

    August 13, 2014
    The Consumer Financial Protection Bureau (CFPB) is seeking information on use of mobile financial services by consumers to identify ways that mobile services have the potential for improving the lives of consumers. Learn more and send comments to NAFCU.

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    AUG. 15

    Comments Due to NAFCU: Federal Reserve Board Review under the Economic Growth and Regulatory Paperwork Reduction Act of 1996

    August 15, 2014
    While credit unions do not fall under the purview of many of the regulations the OCC, Treasury, Federal Reserve, and FDIC (collectively, the Agencies) will examine, the first notice of the review does include a number of rules issued by the Federal Reserve that NAFCU believes warrant revision or further examination. Learn more and send comments to NAFCU.

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    AUG. 22

    Early Bird Registration Deadline: Regulatory Compliance Seminar

    August 22, 2014
    Register by this date to get $100 off your registration.

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    AUG. 27

    Ten Keys to Effective Subservicer Evaluation and Selection

    August 27, 2014 | FREE Live Webinar
    2:00 PM - 3:00 PM

    Attend this webinar to learn from the largest subservicer how best to evaluate and select the right subservicing partner for your credit union based on your portfolio, investor mix, product range and other key selection factors.

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    AUG. 27

    The Examiners Are Coming: What to Expect and How to Prepare Your Credit Union for the New Mortgage Rules

    August 27, 2014 | Live Webcast
    2:00 PM - 3:30 PM

    In this webcast you’ll discover what changes you can expect in your examinations. We’ll also walk you through how to prepare the “examination-perfect” paper trail in this critical area. In addition, you’ll explore current CFPB and National Credit Union Administration (NCUA) examination resources and guidance. Plus, you’ll receive practical tips and techniques to ensure your compliance procedures are fully documented in an easy-to-read-and-understand format, to help you ace your next examination.

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    AUG. 29

    Credit Union Research Survey Due: Economic and CU Monitor

    August 29, 2014
    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.

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  • September 2014

    SEP. 9

    Everyone’s Talking About ATR & QM

    September 09, 2014 | FREE Live Webinar
    2:00 PM - 3:00 PM

    Attend this webinar to learn background information on the introduction of the new ATR and QM rules. Attendees will also gain valuable facts on how the new rules will affect the loan origination process.

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    SEP. 9

    Congressional Caucus

    September 09 - 12, 2014 | Washington, D.C.
    Tackle the big credit union issues on Capitol Hill to help consumers and small businesses; 97 million members strong. 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.

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    SEP. 10

    New Mortgage Servicing Requirement: Error Resolution and Information Request Procedures

    September 10, 2014 | Live Webcast
    2:00 PM - 3:30 PM

    This important webcast will start by giving you a greater understanding of the new Mortgage Servicing requirements for Error Resolution and Information Request Procedures. Then you’ll receive best practices for responding to qualified written requests (QWRs) and error complaints, in an effective yet cost-conscious way.

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    SEP. 12

    Comments Due to NAFCU: NCUA Fixed Assets

    September 12, 2014
    National Credit Union Administration (NCUA) is proposing to amend its fixed asset rule.

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    SEP. 16

    Digital Cross-Selling

    September 16, 2014 | FREE Live Webinar
    2:00 PM - 3:00 PM

    This webinar will focus on some credit unions’ innovative efforts to leverage member data and digital marketing tools and strategies to increase products per household and deepen relationships with your members that bank online.

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    SEP. 17

    Your Credit Union's Website: Keys to a Successful Compliance Review

    September 17, 2014 | Live Webcast
    2:00 PM - 3:30 PM

    Receive a checklist of items to audit during a credit union website compliance review; get tips for your savings and loan rates pages; learn how to utilize the “One-Click Rule” for providing disclosures; understand the key disclosures that must be included on credit union websites; and more.

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    SEP. 18

    Executive Benefits 101: Achieving the Right Mix to Increase Efficiency and Maximize Retention

    September 18, 2014 | FREE Live Webinar
    2:00 PM - 3:00 PM

    The most efficient executive benefit plan is designed with credit union's specific needs and strategic goals in mind. By blending executive benefit plans, you can take advantage of each plan's strengths and improve overall efficiency.

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    SEP. 19

    Credit Union Research Survey Due: 2014 Annual Report on Credit Unions

    September 19, 2014
    In preparation for the annual meeting between NAFCU's Board of Directors and the Board of Governors of the Federal Reserve System (Fed), we would like to request your input on various issues and know which Fed services you use. Your responses to these questions are very important to both the Fed and NAFCU, and your help is greatly appreciated. The survey results will be summarized in the 2014 NAFCU Report on Credit Unions with a copy provided to you later this year.

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    SEP. 23

    NAFCU Member Call-In

    September 23, 2014 | Member-only Call
    4:00 PM - 5:00 PM

    Don't miss our next member call-in, focusing on the latest legislative, regulatory, compliance and economic issues affecting credit unions. NAFCU President and CEO Dan Berger and other NAFCU senior staff will brief member credit unions on issues such as risk-based capital, regulatory relief, examinations, housing finance reform, data security, CFPB rulemaking, debit interchange and more.

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    SEP. 25

    The Future of Member Service

    September 25, 2014 | FREE Live Webinar
    2:00 PM - 3:00 PM

    In this session we will discuss the importance of meeting your members' expectations through a reduction of the member’s effort.

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  • October 2014

    OCT. 2

    Determining Monthly Debt & Income: Appendix Q

    October 02, 2014 | FREE Live Webinar
    2:00 PM - 3:00 PM

    Are you familiar with the Qualified Mortgage standards for calculating a consumer's monthly debt and income? Understand the difference between Appendix Q and the Agencies. Consider areas where internal policies and procedures may need to be addressed and/or expanded.

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    OCT. 6

    Management and Leadership Institute

    October 06 - 10, 2014 | Philadelphia, PA
    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.

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    OCT. 14

    Regulatory Compliance Seminar

    October 14 - 17, 2014 | Baltimore, MD
    This comprehensive and exceptionally popular compliance program covers the latest challenges and changes in credit union rules and regulations. Industry-leading credit union compliance professionals will present up-to-date regulatory trends impacting credit union compliance. This event typically sells out, so reserve your seat early!

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  • December 2014

    DEC. 15

    FASB Compliance Deadline: Accounting Standards Update

    December 15, 2014

    Applies to all credit unions that have above $10 million in assets and allows for the use of an accounting alternative for the subsequent measurement of goodwill.

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  • January 2015

    JAN. 16

    Early Bird Registration Deadline: Strategic Growth Conference

    January 16, 2015
    Register by this date to get $100 off your registration.

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    JAN. 23

    Early Bird Registration Deadline: Regulatory Compliance School

    January 23, 2015
    Register by this date to get $100 off your registration.

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  • February 2015

    FEB. 27

    Early Bird Registration Deadline: CEOs and Senior Executives Conference

    February 27, 2015
    Register by this date to get $100 off your registration.

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  • March 2015

    MAR. 11

    Strategic Growth Conference

    March 11 - 13, 2015 | Savannah, Georgia
    The competition is high, so you have to perform even higher. Boosting revenue is the name of the game; learn the best way to play it at NAFCU's Strategic Growth Conference.

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    MAR. 20

    Early Bird Registration Deadline: Board of Directors and Supervisory Committee Conference

    March 20, 2015
    Register by this date to get $100 off your registration.

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    MAR. 30

    Regulatory Compliance School

    March 30 - April 04, 2015 | Arlington, Virginia
    In this increasingly complex regulatory environment, it's essential for credit unions to have a solid understanding of the regulations and laws affecting their regulatory compliance responsibilities. This comprehensive school covers rules including regulations B, C, CC, D, E and Z. You'll also learn about the governing bodies for credit unions – the CFPB, Office of Consumer Affairs and NCUA.

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  • April 2015

    APR. 24

    Early Bird Registration Deadline: Annual Conference and Solutions Expo

    April 24, 2015
    Register by this date to get $100 off your registration.

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    APR. 29

    CEOs and Senior Executives Conference

    April 29 - May 01, 2015 | Key West, Florida
    The top conference designed for credit union executives and CEOs. The discussions sparked at this industry-leading conference will give you the fresh perspectives you've been looking for. Get new ideas on credit union business development, leadership and improving efficiencies. Talk about credit union strategy with your peers and industry experts during the numerous networking activities (all included in your registration).

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  • May 2015

    MAY. 11

    Board of Directors and Supervisory Committee Conference

    May 11 - 13, 2015 | Louisville, Kentucky
    You're a strategic leader in the success of your credit union. Hone your skills and enhance your knowledge even more at NAFCU's Board of Directors and Supervisory Committee Conference.Learn and grow in the city known for bluegrass, bourbon and thoroughbreds. A city of easy charm with a right-now vibe, Louisville has something for everyone. Art is everywhere, as are top-rated restaurants, live music venues, historic architecture, and plenty of that famous Southern hospitality.

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  • August 2015

    AUG. 1

    CFPB Compliance Deadline: Mortgage Disclosures

    August 01, 2015
    Provides for new, easier-to-use integrated disclosures, also known as the "Know Before You Owe" mortgage forms that clearly lay out the terms of a mortgage for a homebuyer, and more.

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