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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August 2017

HSAs -The Medical IRA

August 1, 2017 | FREE Live Webinar
2:00 PM - 3:00 PM

Examine the consumer benefits of HSAs, especially related to Millennials, the trends and practices that are evolving HSAs beyond just a tax-preferred spending account, and more.

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NCUA Board of Directors Policies: What Ones Truly Require Action?

August 1, 2017 | Live Webcast
2:00 PM - 3:30 PM

Dozens of new regulations, or amendments to regulations, require new credit union policies. Learn how to identify credit union regulations that require board action.

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Accounting Changes: Everything but CECL

August 2, 2017 | Live Webcast
2:00 PM - 3:30 PM

CECL has garnered most of the attention in our industry. However, you need to be aware of many other accounting standards affecting you too. Join this webcast to gain insight about these less talked about, but significant, standards, including their effective dates, and how they will impact credit unions.

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Fraud in 2017: What's Hiding Behind the Curtain

August 3, 2017 | FREE Live Webinar
2:00 PM - 3:00 PM

Allied took to the field to talk with credit union leaders about what's hiding behind the curtain when it comes to fraud. During this session expert fraud leader, Ann Davidson, breaks down what the bad guys have been up to the first half of 2017, so you can see beyond the curtain and prepare for the latter of the year.

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Understanding the New HMDA Submission Tool

August 3, 2017 | FREE Live Webcast
2:00 PM - 3:30 PM

During this webcast, speakers from the CFPB will unveil and demonstrate the HMDA submission tool—be among the first to see it so you're best prepared to utilize it!

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The Convenience Economy: How Members are Driving Innovation and Changing Your World

August 8, 2017 | FREE Live Webinar
2:00 PM - 3:00 PM

While fintechs and innovation have caused much disruption in the marketplace, have you considered what’s driving the growth of fintechs in the first place? It’s the consumer demand for convenience. Find out how your credit union can get ahead of this trend.

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Connecting Generations of Members through Financial Planning Services

August 9, 2017 | FREE Live Webinar
2:00 PM - 3:00 PM

Over the next 30 years, there will be an epic transfer of wealth, over 30 trillion dollars.  How will this impact your credit union, and more specifically, the financial planning or investment services offered by your credit union?  Can this transfer help you to attract members from the Generation X and Millennial generations?

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Early Registration Deadline: Regulatory Compliance School (Fall)

August 11, 2017

Register by this date to get $200 off your registration with promo code FALLSAVINGS.

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Early Registration Deadline: Regulatory Compliance Seminar

August 11, 2017

Register by this date to get $200 off your registration with promo code SEM17SAVINGS.

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Paul Revere Award Entry Deadline

August 11, 2017

The Paul Revere Award is given to the credit union grassroots advocate of the year. This award is intended for the advocate who regularly and effectively trumpets the battle cry of the credit union community. Submit your nominations now!

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Comments Due to NAFCU: NCUA - OTR Methodology

August 15, 2017

In a voluntary effort to invite input from stakeholders, the NCUA Board is seeking comments on proposed changes to the Overhead Transfer Rate (OTR) methodology.

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Balancing the NEV Supervisory Test with Profitability and Relevancy

August 16, 2017 | Live Webcast
2:00 PM - 3:30 PM

NCUA’s Net Economic Value (NEV) Supervisory Test “measures the relative degree of market risk inherent in a credit union’s balance sheet, under a prescribed interest rate shock scenario, using standardized non-maturity share values.” This webcast breaks down the NEV test and how various credit union decision-makers are beginning to address the test in their ALM process.

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Critical Do’s and Don’ts for Effective Project Management and Process Improvement

August 17, 2017 | On-Demand Webcast

Effective project management, and a diligent focus on creative process improvement, will enable you to provide your vital services better and faster – leading to happier members and more engaged employees. Learn how effective project management and process improvement can boost profitability.

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Benefit Liability Management 101

August 17, 2017 | FREE Live Webinar
2:00 PM - 3:00 PM

Benefit Liability Management isn’t a new concept in the credit union industry, yet many are unsure of what it means. Before implementing benefit liability management, several key questions must be considered. While there is no right or wrong answer, it’s important to note that each credit union must carefully decide what’s appropriate for their particular situation and their membership.

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Early Registration Deadline: Management and Leadership Institute

August 18, 2017

Register by this date to get $200 off your registration with promo code MLI17SAVINGS.

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Shut the Door on Fraud Part II: Examining Documentation for Fraud

August 22, 2017 | FREE Live Webinar
2:00 PM - 3:00 PM

Expert presenter, MaryKay Scully, shares insights on how to 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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Total Loss Accidents Up 20%, How Does this Impact your Lending Portfolio

August 24, 2017 | FREE Live Webinar
2:00 PM - 3:00 PM

Allied monitors over one million car loans a month. Join our expert, Anne Holtzman, during this webinar as we share key findings from market data about total loss accidents, distracted driving, and lower gas prices and how these lead to opportunities or pitfalls for your credit union.

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Comments Due to NAFCU: CFPB RFI on Small Business Lending Information Collection

August 25, 2017

The Consumer Financial Protection Bureau (CFPB) is publishing a Request for Information (RFI) to inform its rulemaking efforts to collect business lending data.

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Credit Union Research Survey Due: 2017 Annual Report on Credit Unions

August 25, 2017

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 2017 NAFCU Report on Credit Unions.

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Research Survey Due: Economic & CU Monitor

August 31, 2017

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 2017

BSA/AML Risk Assessment: Building a Program to Evaluate Risk and Ensure Compliance

September 12, 2017 | Live Webcast
2:00 PM - 3:30 PM

Learn how to build an effective AML risk assessment process that satisfies regulatory expectations. An effective BSA/AML risk assessment is a vital step to building and maintaining a risk-based BSA/AML program, and efficiently managing compliance resources. In today’s data-driven world, “check the box” risk assessments no longer suffice.

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Congressional Caucus

September 10 - 13, 2017 | Washington, D.C.

Join us in D.C. to help stop harmful regulatory burdens. Advocate for credit union issues on Capitol Hill at NAFCU's Congressional Caucus, offering a more personal, intimate connection with your lawmakers than any other event.

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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.

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Early Registration Deadline: Lending Conference

September 22, 2017

Register by this date to get $200 off your registration with promo code LENDSAVINGS.

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October 2017

Management and Leadership Institute

October 2 - 6, 2017 | San Diego, California

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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Regulatory Compliance School

October 9 - 13, 2017 | San Diego, CA

NAFCU's 2017 Regulatory Compliance School, October 9-13 in San Diego, CA, 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.

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Regulatory Compliance Seminar

October 10 - 13, 2017 | San Diego, CA

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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November 2017

Lending Conference

November 6 - 9, 2017 | San Antonio, TX

Jump-start your credit union lending portfolio at NAFCU's 2017 Lending Conference in San Antonio, Texas, November 6-9. Our new multi-day conference will cut through the challenges of competition, changing regulations and more, so you can optimize your lending program for today's marketplace.

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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).

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March 2018

Strategic Growth Conference

March 5 - 7, 2018 | Nashville, Tennesse

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 2018 Strategic Growth Conference.

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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.

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April 2018

CEOs and Senior Executives Conference

April 18 - 20, 2018 | Napa, California

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

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May 2018

Board of Directors and Supervisory Committee Conference

May 7 - 10, 2018 | Newport, Rhode Island

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 2018 Board of Directors and Supervisory Committee Conference. Visiting Newport, RI will also enhance your spirit. The city is a visual feast of colonial streets, Gilded Age mansions, historic landmarks, and waterfront views. This conference puts you right in the middle of it!

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June 2018

Early Registration Deadline: BSA Seminar

June 15, 2018

Register by this date to get $200 off your registration with promo code BSASAVINGS.

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August 2018

BSA Seminar

August 12 - 15, 2018 | Denver, CO

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

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