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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April 2016

Comments Due to NAFCU: NCUA's Overhead Transfer Rate Methodology

April 5, 2016

Learn about the methodology NCUA uses to calculate the Overhead Transfer Rate (OTR), and how it determines what portion of the Share Insurance Fund is allocated to cover the agency's insurance-related expenses.

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Comments Due to NAFCU: NCUA's Operating Fee Schedule Methodology

April 5, 2016

In consideration of FCUs ability to pay, NCUA set a methodology to determine a tiered Fee Schedule based on FCU asset size.

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Card Fraud on the Rise: How Credit Unions Can Help Prevent It

April 5, 2016 | Free Webinar
2:00 PM - 3:00 PM

Ann Davidson, VP of Risk Consulting at Allied Solutions, and Tammy Behnke, Program Executive at ProSight Specialty Insurance, will provide education about costly card fraud risks that many credit unions are being hit hard with right now. This webinar will also cover fraud prevention best practices that could potentially save your credit union from hundreds of thousands of dollars in payment card losses.

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FASB: Understanding the Organization and its Purpose

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

This comprehensive webcast will provide you with an understanding of the Financial Accounting Standards Board's (FASB) purpose and recent activities that could impact your credit union. You'll learn how generally accepted accounting principles (GAAP) in the United States differ from International Financial Reporting Standards (IFRS), and the topics that FASB is currently in the process of considering.

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NCUA’s MBL Change: The Importance of Credit Analysis

April 6, 2016 | Free Webinar
2:00 PM - 3:00 PM

In this webinar NAFCU, Wolters Kluwer, and Northwest Community Credit Union will share details on NCUA’s recent MBL changes and its implications for credit unions involved in commercial lending, including what to look for in a credit analysis solution, how software can help, and a credit union’s perspective on why credit analysis is important.

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How to Create a Culture That Creates Engagement

April 8, 2016 | FREE Live Webcast
2:00 PM - 3:30 PM

Your credit union's mission is to improve the financial well-being of your members and the communities you serve. Learn how to develop a culture that reflects that mission. That kind of missional culture will boost your revenue and keep your credit union relevant in the long run.

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Purchase Transactions: Best Practices

April 13, 2016 | Free Webinar
2:00 PM - 3:00 PM

MaryKay Scully, from Genworth Mortgage Insurance, will cover: credit union tips on analyzing sales contracts for evidence of non-arm’s length transactions, excessive commissions, financing and sales concessions, repairs, and occupancy issues. She will review requirements for distressed property sales (REO or short sales) and documenting assets to close.

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CEOs and Senior Executives Conference

April 12 - 14, 2016 | San Francisco, California

Get fresh perspectives for bottom line growth while connecting with other credit union executives. Join together with your peers to exchange ideas, solve common problems, and gain fresh insights from industry experts on leadership, efficiency, and more.

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Early Registration Deadline: Annual Conference and Solutions Expo

April 15, 2016

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

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BSA: Reports & Training for Credit Union Officials

April 19, 2016 | Live Webcast
2:00 PM - 3:30 PM

Understand the roles and requirements for credit union boards under BSA, with a focus on required reports and training for boards.

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FLSA: Information You Need to Know

April 20, 2016 | Live Webcast
2:00 PM - 3:30 PM

Whether you're an HR professional or in a management role, understanding the Fair Labor Standard Act is critical when handling personnel responsibilities. With the proposed regulatory changes and collective action lawsuits in progress, this webcast will provide a working knowledge of the rule and the proposed changes.

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Understanding the Content Marketing Ecosystem

April 20, 2016 | Free Webinar
2:00 PM - 3:00 PM

Multi-platform content marketing is such a hot topic that PR firms, digital agencies and traditional ad agencies have jumped into the fray. Geezeo’s Jim Craig and King Fish Media’s Cam Brown will discuss the rationale and process for developing a cohesive, multi-platform content marketing strategy.

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Truth-in-Lending: Properly Advertising Open-End Loans

April 27, 2016 | Live Webcast
2:00 PM - 3:30 PM

Your credit union must have a firm understanding of advertising compliance, and how different advertising channels carry different risks. Learn how to manage open-end loan advertising risks associated with TILA.

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Preparing for an NCUA Cybersecurity Exam

April 28, 2016 | Live Webcast
2:00 PM - 3:30 PM

Join this webcast to explore the current state of cybersecurity and how it relates to risk management. You'll learn how to prepare for your next NCUA cybersecurity-focused exam, and receive tips on how to ensure your credit union remains protected.

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May 2016

Research Survey Due: Economic & CU Monitor

May 2, 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.

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Internal Fraud from the Board’s Perspective

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

Internal fraud is an unfortunate and recurring story in the credit union industry. Learn what your board can do to set the tone against it for your credit union and its employees, in addition to creating policies and procedures that can help prevent fraud from occurring under your watch.

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Succession Planning: Developing Future Leaders Today

May 4, 2016 | Live Webcast
2:00 PM - 3:30 PM

Attend this webcast to gain an understanding of credit union succession planning, how to launch a program that develops future leaders, and the proper way to evaluate and measure the plan's effectiveness on an ongoing basis.

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Data Breaches Continue to Rise: How Financial Institutions Can Prepare & Respond

May 4, 2016 | Free Webinar
2:00 PM - 3:00 PM

Building a data breach response plan is as critical as building a disaster recovery plan. Learn how your financial institution can build a proactive data breach response plan with Ann Davidson, VP of Risk Consulting at Allied Solutions, and Sally King, Managing Partner and Co-Founder of NXG Strategies. A proactive plan will help reduce the financial and reputational impact of an attack inside your organization or in your community.

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The Future of Overdraft

May 5, 2016 | Free Webinar
2:00 PM - 3:00 PM

In this engaging webinar, industry expert and attorney, Christopher Leonard brings you the latest information on the future of overdraft and potential CFPB rulemaking. He will show your credit union how to retain overdraft revenue by focusing on service and improving compliance. Position yourself to outperform your peers and be well prepared for whatever the regulatory future holds. 

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Board of Directors and Supervisory Committee Conference

May 9 - 12, 2016 | San Francisco, California

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 2016 Board of Directors and Supervisory Committee Conference. San Francisco will enhance your spirits just as much. With 44 hills each offering unique vistas of the bay or cityscape, scores of attractions, and those famous cable cars to whisk you to and fro, there's something beautifully refreshing about "The City by the Bay."

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Understanding Credit Scoring and Credit Reports

May 12, 2016 | Free Webinar
2:00 PM - 3:00 PM

In this informative webinar with expert presenter MaryKay Scully, you’ll discover who prepares the credit report, what information is included, and where the information for the reports comes from. Additionally, MaryKay will cover the different types of available reports. 

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Preparing for the NAFCU Certified Volunteer Expert Designation

May 24, 2016 | FREE Webcast
2:00 PM - 3:30 PM

From growing regulatory concerns, to running a healthy and successful organization, this webcast will walk through the NCVE training and how it'll help prepare your entire board for their roles ahead. Don't miss this free opportunity to learn more about the NCVE designation, its benefits, and best practices for exam prep.

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June 2016

Early Registration Deadline: Risk Management Seminar

June 10, 2016

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

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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.

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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.

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Early Registration Deadline: Congressional Caucus

July 15, 2016

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

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August 2016

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.

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Early Registration Deadline: Management and Leadership Institute

August 19, 2016

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

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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.

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Early Registration Deadline: BSA Seminar

September 9, 2016

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

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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.

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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.

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October 2016

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.

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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.

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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.

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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).

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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.

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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.

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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.

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2017 CEOs and Senior Executives Conference

April 26 - 28, 2017 | Miami, Florida

Get fresh perspectives for bottom line growth while connecting with other credit union executives. Join together with your peers to exchange ideas, solve common problems, and gain fresh insights from industry experts on leadership, efficiency, and more.

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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.

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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

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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