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
  • April 2014

    APR. 1

    CEOs and Senior Executives Conference

    April 01 - 03, 2014 | Charleston, South Carolina
    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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    APR. 2

    Top 10 Payment Trends for 2014 (Webinar)

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

    How can financial institutions position themselves to meet rapidly-evolving consumer expectations?

    Join this webinar to explore the top ten payment trends that institutions need to watch in 2014. This webinar will feature key findings from the new 2014 Vantiv Insight Series Research, conducted by Mercator Advisory Group. Lorena Harris, head of the Vantiv Insights research program, and Ken Paterson, head of Research Operations at Mercator, will discuss member payment priorities, fears, and expectations. Attendees will walk away from the webinar with a better understanding of data-driven insights and get a fresh perspective on areas of opportunity for financial institutions.

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    APR. 4

    Comments Due to NAFCU: NCUA Voluntary Liquidation

    April 04, 2014
    The National Credit Union Administration (NCUA) is proposing to amend its voluntary liquidation regulation. The proposal would permit liquidating federal credit unions (FCUs) to publish required creditor notices in either electronic media or newspapers of general circulation and more. Click "More Information" below for additional details and link to send your comments.

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    APR. 8

    BSA Case Studies: Lessons to Enhance Your Program

    April 08, 2014 | Live Webcast
    2:00 PM - 3:30 PM

    This webcast will examine BSA—which is intended to help the government detect and prevent money laundering—and help your credit union be more vigilant in doing so. You’ll take a deep dive into recent FinCen enforcement actions and glean essential lessons from each. You could save hundreds of thousands of dollars in fines…just by learning from other institutions’ mistakes during this 90-minute webcast.

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    APR. 8

    Uncover the Unknowns of Foreign Currency Exchange

    April 08, 2014 | FREE Live Webinar
    2:00 PM - 3:00 PM

    Are you beginning to wonder how the virtual currency of Bitcoin will affect the landscape of the financial industry? Are you curious about currency exchange but don’t know where to begin? Join this webinar for a glance into the world of foreign currency exchange.

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    APR. 9

    How Do You Train Your Employees to Engage Members? (Webinar)

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

    In order to maximize member engagement, we need to look to those on our front lines. This webinar will focus on our valued employees and what you can do to prepare them to communicate with our members.

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    APR. 10

    Risk-Based Capital Rule: How NCUA’s Proposal Will Impact You

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

    In this webcast, our high-powered panel will delve into NCUA’s risk-based capital proposal, issued on January 23, 2014, and how it could impact your operations both immediately and long-term.

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    APR. 10

    Credit Union Research Survey Due: Economic and CU Monitor

    April 10, 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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    APR. 14

    Comments Due to NAFCU: Federal Reserve Board Availability of Funds and Collection of Checks

    April 14, 2014
    The Federal Reserve Board issued a revised proposed rule to amend Subparts C and D of Regulation CC related to the availability of funds and the collection of checks. The proposal outlines two alternative frameworks to apply to the electronic check collection and return system. Click "More Information" below for additional details and link to send your comments.

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    APR. 15

    Best Practices for Completing IRS Form 4506–T: Request for Transcript of Tax Return

    April 15, 2014 | FREE Live Webinar
    2:00 PM - 3:00 PM

    Attend this webinar to review the requirements to execute and process a 4506-T for a consumer.

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    APR. 15

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

    April 15, 2014
    The proposed risk-based capital rule from NCUA would amend Part 702 of NCUA regulations regarding Prompt Corrective Action (PCA) to make various revisions, including replacing the agency’s current risk-based net worth (RBNW) requirements with new risk-based capital requirements for federally insured "natural person" credit unions. Click "More Information" below for additional details and link to send your comments.

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    APR. 16

    A Credit Union Owned Insurance Agency (Webinar)

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

    In this webinar, attendees will gain a strategic overview of the issues involved in buying, building or outsourcing an insurance agency, examining capital, execution and reputation risk, and look at how these options are at work in actual credit unions.

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    APR. 17

    Benefit Liability Management: Mitigating Expenses (Webinar)

    April 17, 2014 | FREE Live Webinar
    2:00 PM - 3:00 PM

    Benefit liability management is the collaborative process of reviewing existing employee benefit obligations and exploring the potential to offset and or mitigate the expense associated with such obligations. This webinar explores the methodology and regulations around benefit liability management.

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    APR. 22

    Creating an Effective SWOT Analysis (Webinar)

    April 22, 2014 | FREE Live Webinar
    2:00 PM - 3:00 PM

    Has SWOT outlived its usefulness for credit unions? This is the second installment of the Strategic Planning Webinar Series. The Strategic Planning Webinar Series takes a close look at the SWOT and SOAR processes in the credit union strategic planning process.

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    APR. 23

    Fair Lending II: How NCUA Guidance and the CFPB’s Focus Affect You

    April 23, 2014 | Live Webcast
    2:00 PM - 3:30 PM

    This second webcast in the Fair Lending series will review the guidance NCUA issued last spring. Our panelists will provide an overview of NCUA’s guidance and provide suggestions on how to best implement it. In addition, you’ll learn about the Consumer Financial Protection Bureau’s (CFPB) expectations for Fair Lending risk management practices, and where the NCUA and CFPB’s regulatory guidance intersects.

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  • May 2014

    MAY. 1

    Data Visualization: Best Practices for Credit Unions

    May 01, 2014 | FREE Live Webinar
    2:00 PM - 3:00 PM

    Data visualization is much more than just a report with colorful charts. This webinar explains how data visualization will improve your bottom line and how to get started.

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    MAY. 7

    NCUA & CFPB Updates: What You Need to Know, Now

    May 07, 2014 | Live Webcast
    2:00 PM - 3:30 PM

    A great business plan looks into the future. We’ll help you prepare for it with a discussion of regulations that will affect your planning. In this webcast, NAFCU’s Regulatory Affairs team will explore what’s new and what critical regulations are forthcoming from the CFPB and NCUA.

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    MAY. 14

    Mortgage Advertising: Keeping Your Promotions Compliant

    May 14, 2014 | Live Webcast
    2:00 PM - 3:30 PM

    This webcast will use mortgage requirements examples to explain the “how and why” of creating compliant mortgage advertisements. You’ll walk away with a clear understanding of when additional disclosures are required, and what must be disclosed.

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    MAY. 14

    Board of Directors and Supervisory Committee Conference

    May 14 - 16, 2014 | Wailea - Maui, Hawaii
    The NAFCU 2014 Board of Directors and Supervisory Committee Conference, May 14-16 in Waliea-Maui, Hawaii is a highly-rated three-day program designed to equip you with the tools you need to successfully fill your role and responsibilities as a credit union board member or supervisory committee member.

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    MAY. 16

    Comments Due to NAFCU: Minimum Requirements for Appraisal Management Companies

    May 16, 2014
    The National Credit Union Administration (NCUA), Office of Comptroller of the Currency, Treasury, Board of Governors for the Federal Reserve System, Federal Deposit Insurance Corporation, Bureau of Consumer Financial Protection, and Federal Housing Finance Agency have issued a proposed rule related to Appraisal Management Companies (AMCs).

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    MAY. 23

    Early Bird Registration Deadline: Annual Conference and Solutions Expo

    May 23, 2014
    Register by this date to get $100 off your registration.

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  • June 2014

    JUN. 19

    Self-Employed Borrower Case Study, Part 1: Completing the Form 91 with Personal Tax Returns (Webinar)

    June 19, 2014 | FREE Live Webinar
    2:00 PM - 3:00 PM

    Attend this webinar to learn to calculate supportable income for self-employed borrowers using tax returns and Freddie Mac's income analysis form.

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    JUN. 30

    NCUA Compliance Deadline: Credit Union Service Organizations

    June 30, 2014
    Requires Credit Union Service Organizations (CUSOs) to annually provide basic profile information to the agency and the appropriate state supervisory authority.

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  • July 2014

    JUL. 22

    Annual Conference and Solutions Expo

    July 22 - 26, 2014 | Las Vegas, Nevada
    NAFCU's 47th Annual Conference and Solutions Expo, July 22-26 in Las Vegas has a deep focus on pressing issues and the latest techniques to build income opportunities and improve efficiency. Discover the latest credit union innovations and products from over 150 credit union solution providers in the Solutions Expo. Bring your family and friends along to tour the coolest things in Vegas.

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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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