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.

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March 2015

Driving Credit Union Engagement with Gen Y – Part 2

March 3, 2015 | FREE Webinar
2:00 PM - 3:00 PM

As competition in the financial services industry continues to squeeze net interest margins and product penetration rates - the only sustainable path to your credit union's growth is to become the leading source of financial products, services and advice for younger members. Part 2 in a three-part series on driving credit union engagement with Gen Y, this webinar will focus on how your credit union can identify prospective Gen Y members and communicate to them that if they have a financial need - YOUR credit union is the right solution for them.

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Part 2: Emerging Payment Technologies & Impact on Data Breaches

March 4, 2015 | FREE Webinar
2:00 PM - 3:00 PM

Has your credit union been impacted by a data breach in 2014? Join Ann Davidson and Joe Majka to learn about Chip-and-PIN technology, Apple Pay, Encryption, Tokenization and how these and other emerging payment technologies mitigate the risk of card-present and card-not-present data breaches.

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Comments Due to NAFCU: NCUA's Capital Planning and Stress Testing - Schedule Shift

March 11, 2015

The NCUA is proposing to adjust the timing of certain events within the Capital Planning and Stress Testing Rule cycles.

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The Revised Risk-Based Capital Rule's Impact: A Closer Look

March 11, 2015 | Live Webcast
2:00 PM - 3:30 PM

The biggest modifications to the second proposed risk-based capital rule include the number of credit unions impacted, implementation period, and proposed risk weights. Attend this comprehensive webcast to deep dive into exactly what these changes are, and how they’ll affect you. You’ll learn how to calculate your new proposed risk-based capital ratio, the level of prompt corrective action to which your credit union would be subject, and more.

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Annual Awards Entry Deadline

March 13, 2015

Last day to enter a credit union, CEO, professional and/ or volunteer for NAFCU's Annual Award to be presented at NAFCU's Annual Conference.

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Comments Due to NAFCU: CFPB's Small Creditors and Rural or Underserved Areas under Truth in Lending Act

March 13, 2015

The Consumer Financial Protection Bureau (CFPB) is proposing to change how it determines two of its small creditor exemptions under Regulation Z, specifically adjusting thresholds and criteria for small creditors.

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NAFCU Member Call-In

March 18, 2015 | Member-only Call
4:00 PM - 5:00 PM

Hear the latest on key issues and pose your questions to NAFCU President and CEO Dan Berger, Senior Vice President of Government Affairs and General Counsel Carrie Hunt and other senior staff. The March 18 call, the first of the year, will look at what’s ahead in Congress and regulatory agencies for credit union regulatory relief, comprehensive capital reform, field of membership, CFPB rulemaking, outlook for the economy and more.

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Risks & Revisions: Changes to the BSA/AML Examination Manual

March 18, 2015 | Live Webcast
2:00 PM - 3:30 PM

Revisions to the FFIEC BSA/AML Examination Manual have been much-anticipated, but not the hidden operational hurdles. In this strategic webcast, you’ll join popular credit union attorney and former BSA officer David Reed as he highlights the most significant changes to the manual, along with the compliance and operational implications. From SAR reporting to Bulk Cash shipments, David will help you prepare your credit union to be compliant.

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Early Registration Deadline: Board of Directors and Supervisory Committee Conference

March 20, 2015

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

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Troubled Debt Restructuring: A Review

March 25, 2015 | Live Webcast
2:00 PM - 3:30 PM

Guidelines regarding troubled debt restructuring (TDR) reporting and monitoring are a continuous challenge for credit unions. Join Gregory Schwartz for this important webcast to explore the current GAAP guidelines, review changes to the NCUA Interest Rate Risk Policy and Program, learn how to set up your comprehensive TDR program, and more.

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5 Keys to Finding the Right Wealth Management Partner

March 25, 2015 | FREE Live Webinar
2:00 PM - 3:00 PM

There are unique challenges in the process of a credit union making the decision to have a wealth management program. Attend this webinar to get the criteria and the 5 key steps your credit union needs to help make that important decision. 

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Shut the Door on Fraud Part II: Examining Documentation

March 26, 2015 | FREE Webinar
2:00 PM - 3:00 PM

Hone your fraud detection skills and improve your proficiency at reviewing income, asset, property and other loan documentation for signs of potential fraud.

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Regulatory Compliance School

March 30 - April 3, 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

Research Survey Due: Economic & CU Monitor

April 3, 2015

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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Comments Due to NAFCU: NCUA's Prompt Corrective Action on Risk-Based Capital

April 3, 2015

The NCUA is proposing amendments that would establish risk-based capital requirements for "complex" federally insured credit unions.

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NAFCU Services Preferred Partner Innovation Awards Entry Deadline

April 6, 2015

The Innovation Awards is an annual competition honoring outstanding innovations that help credit unions thrive in an increasingly saturated financial services market. The competition is open to NAFCU Services Preferred Partners.

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5 Things Your Credit Union Must Know About Wire Fraud

April 8, 2015 | Live Webcast
2:00 PM - 3:30 PM

Credit unions are losing hundreds of thousands of dollars due to fraudulent wire activity—but you can minimize the risk. Attend this webcast to learn how to implement best practices to prevent fraudulent wire activity, while balancing the risks against quality member service. Takeaways include learning how to ensure your fidelity bond covers any wire fraud loss, understanding the difference between single factor authentication and multi-factor authentication, and more.

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Making Your Good Credit Union Board Great: Evaluations and Best Practices

April 9, 2015 | Live Webcast
2:00 PM - 3:30 PM

Regular evaluations are the most effective way to focus your credit union board's and committee's strengths. Explore benefits of and different formats for board and committee evaluations, plus learn best practices so you can take off running.

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Comments Due to NAFCU: NCUA Definition of Small Entity

April 10, 2015

The National Credit Union Administration (NCUA) is proposing to amend the definition of "small entity" for purposes of the Regulatory Flexibility Act (RFA).

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The New Currency Transaction Report: Avoiding the Many Danger Zones

April 14, 2015 | Live Webcast
2:00 PM - 3:30 PM

The new FinCEN Currency Transaction Report (CTR) contains more than a few intricacies that can easily cause confusion. Join us to review the new CTR line-by-line, ensuring your ability to work with all types of accounts and easily handle the challenges that can arise. Webcast participants will also receive a handbook with over 20 examples of how to complete the CTR for trusts, businesses, aggregated transactions, sole proprietors and more.

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Understanding Credit Reports and Credit Scoring

April 22, 2015 | FREE Live Webinar
2:00 PM - 3:00 PM

Discover who prepares the credit report, what information is included, where the information comes from, and the different types of available reports. Understand how to use the codes included throughout each section of the credit report, plus increase your knowledge of the elusive credit scoring model and how it impacts borrower scores.

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7 Ways to Innovate Your Aging Branch Model for Maximum Impact

April 23, 2015 | Live Webcast
2:00 PM - 3:30 PM

As one of North America's leading prototype branded branch strategists, John Mathes will show you seven ways to create a "disruptive" new branch model to distinguish your brand, leverage new technologies, and accelerate the growth of your credit union.

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Early Registration Deadline: Annual Conference and Solutions Expo

April 24, 2015

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

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CFPB's Proposed Changes to Mortgage Servicing Rules

April 28, 2015 | Live Webcast
2:00 PM - 3:30 PM

The CFPB's 492-page proposal released in November contains substantial revisions to mortgage servicing. Attend this strategic webcast to explore the proposed rule changes and their potential impact on your credit union's servicing processes and procedures. Understand the likely scope of the forthcoming changes, as well as how to create a plan to react to the potential rules.

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CEOs and Senior Executives Conference

April 29 - May 1, 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

Board of Directors and Supervisory Committee Conference

May 10 - 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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June 2015

Early Enrollment Deadline: Risk Management Seminar

June 5, 2015

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

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Annual Conference and Solutions Expo

June 23 - 26, 2015 | Montreal, Quebec, Canada

Located in the historic province of Québec, Canada, home to the first credit union in North America, Montréal fuses the allure of Old World Europe and North American energy to create a city flush with superb cuisine, cultural diversity, festivals and art, and a sheer joie de vivre (joy of life). Join us for this historic event!

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July 2015

Early Registration Deadline: Congressional Caucus

July 17, 2015

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

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August 2015

CFPB Compliance Deadline: Mortgage Disclosures

August 1, 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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CFPB Compliance Deadline: TILA/RESPA Integrated Disclosure Rule

August 1, 2015

Makes changes to the Integrated Disclosure Rule by extending the timing requirement for when consumers lock in or extend a rate, statements on a Loan Estimate when a construction loan is involved, and NMLSR IDs on integrated disclosures.

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Risk Management Seminar

August 3 - 5, 2015 | Denver, CO

Get a 360° view of the internal and external risks facing your credit union, and gain a better understanding of how to properly manage them. From credit and interest rate risk to compliance, strategic and reputation risk, NAFCU's new Risk Management Seminar will give attendees the tools needed to properly navigate the most serious risks threatening their credit union.

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Early Enrollment Deadline: Management and Leadership Institute

August 14, 2015

Register by this date to get $100 off your enrollment with promo code SAVEONMLI.

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September 2015

Early Enrollment Deadline: Regulatory Compliance Seminar

September 11, 2015

Enroll by this date to get $100 off your enrollment with promo code SEMINARSAVINGS.

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Congressional Caucus

September 14 - 17, 2015 | 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.

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October 2015

Management and Leadership Institute

October 12 - 16, 2015 | Chicago, IL

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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November 2015

Regulatory Compliance Seminar

November 3 - 6, 2015 | San Antonio, TX

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.

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March 2016

Strategic Growth Conference

March 8 - 10, 2016 | San Diego, California

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.

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