- The Examiners Are Coming: What to Expect and How to Prepare Your Credit Union for the New Mortgage Rules
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.
NAFCU credit union conferences are some of the most highly-rated and respected education opportunities in the credit union community. Upcoming 2014 conferences and the 2015 conference lineup are listed below.
Registration prices and information for the 2015 NAFCU Strategic Growth Conference, including early bird discounts, member and nonmember pricing.
- Conference Overview
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. You'll learn how to make your credit union revenue soar with the hottest marketing and lending strategies.
- Allied Solutions
Allied Solutions is the NAFCU Services Preferred Partner for Bond Insurance, Impact Overdraft, Creditor Placed Insurance, Guaranteed Auto Protection, and Mechanical Breakdown Protection.
- Measure Your CU Financial Performance
Use our new quarterly member-only CU Performance Benchmark report to monitor emerging trends and key financial benchmarks. This one-of-a-kind report gives you a customized financial performance analysis using your credit union’s data, compared to regional and asset class peers.
- Economic & Credit Union Industry Trends
Keep your finger on the pulse of the credit union industry with NAFCU’s data-driven reports and studies related to critical factors that affect your credit union growth and performance, including economic trends and industry data.
- Partners A-Z
An alphabetical listing of all preferred partners and their recommended solutions.
- CU Data & Research
NAFCU is your source for up-to-date credit union data and research related to credit union industry trends, performance monitoring and critical reports addressing credit unions and the economy.
- VantageScore Solutions, LLC
VantageScore is the NAFCU Services Preferred Partner for credit scoring, providing credit unions with a consistent interpretation of consumer credit files across the three credit reporting companies and the ability to score a broad population. This means credit unions can help more creditworthy borrowers, and millions of Americans who use credit infrequently, to be accurately scored.
- Pentegra Retirement Services
Pentegra Retirement Services is NAFCU Services Preferred Partner for credit union qualified retirement plans such as 401(k) plans and defined benefit plans. It is a non-profit organization and provides full fiduciary plan protection.
- Complying with NCUA's Final Loan Participation Rule
Join us for this webcast as Brian Lauer, partner, Messick & Lauer P.C., clears up the confusion and provides you with an overview of the former and current NCUA Loan Participation Rule. He will also give advice on implementing the new rules at your credit union by September 23.
- White Hat Award
The White Award is awarded to the member credit union that raises the most for NAFCU/PAC. The award, presented at NAFCU's Annual Conference and Solutions Expo honors the winning credit union's commitment to NAFCU/PAC and to helping keep credit union supporters in Congress.
- NAFCU Services Corporation Preferred Partner Brochure
NAFCU members take advantage of superior solutions offered by Preferred Partners through NAFCU Services Corporation. Download the brochure for a list of all Preferred Partners and their special benefits for NAFCU members.
- NAFCU Services and Affinion Group Host Free Webinar on Award-Winning Merchant-Funded Rewards Programs
Washington - NAFCU Services Corporation (www.nafcu.org/nafcuservices) and Affinion Group will host a free webinar educating credit unions about new strategies and best practices for building and maintaining a merchant-funded loyalty program on Tuesday, September 25, at 2:30 p.m. EDT.
- NAFCU: NCUA Data Points to Credit Union Strength, Growth
The National Credit Union Administration’s (NCUA) second-quarter call report data validates the fact that consumers continue to find new ways to reap the benefits of membership in Main Street’s credit unions
- 2013 SGC Registration Image
SGC13 location photo for registration page.
- NAFCU Services Free CULookup.com Calculators Top 1 Million Computations in 2012
Washington, DC - NAFCU Services Corporation today announced that
CULookup.com’s award-winning financial calculators have already exceeded
more than 1 million calculations by online users for the first six
months of 2012. This is a nearly 30 percent increase over last year. At
the current rate, calculations on the platform will exceed 2 million by
- Opportunities in Offering Life Insurance with Your Financial Planning Program (Webcast)
A successful financial planning program consists of many solutions for
your members to help them through their various life stages. One of
those solutions is life insurance. In this webcast, we discuss the
opportunities that exist for your credit union by offering life
insurance to your members as part of your financial planning program.
- Bringing the Branch Experience to the ATM (Webinar)
Watch the BAI Banking Strategies webinar presented by NCR on NCR’s Interactive Teller Solution! Learn how you can meet and exceed customer expectations while lowering costs, optimizing staff deployment, and growing revenue.
- Midnight in credit union mortgage lending (Blog Post)
When was the best time in credit union mortgage lending? If you’ve seen Woody Allen’s latest movie, Midnight in Paris, then you may already know the answer to this question. The best time, of course, is right now. Read more of this NAFCU Services blog post.
- Unlocking the 5 Keys to a Successful Financial Planning Program (Blog Post)
To many people, the term financial planning evokes a feeling of
exhaustion and confusion. I know I’m definitely in that category!
Knowing this, it is essential that your credit union offers a financial
planning program. Read more of this NAFCU Services blog post.
- Vantiv Selected as NAFCU Services Preferred Partner for Merchant Services
Cincinnati, Ohio, and Washington, D.C., April 16, 2012 – Vantiv, Inc. (NYSE: VNTV), a leading provider of payment processing services and related technology solutions for merchants and financial institutions of all sizes in the U.S., announced today that National Association of Federal Credit Unions (NAFCU) Services Corporation has added Vantiv Merchant Services to the company‟s suite of solutions in the NAFCU Services Preferred Partner program. Vantiv is also the NAFCU Services Preferred Partner for ATM and debit card processing solutions, and credit card processing and servicing.
- 20% of members may be eligible for home refinance under HARP 2.0! (Webinar)
The new Home Affordable Refinance Program (HARP) offers a huge opportunity for credit unions to help roughly 20% of members. Watch and listen to
this educational session on HARP 2.0 hosted by expert presenter, Nizar
Hashlamon to hear more about a program that could change your members'
lives, help boost the economy, and increase mortgage business at your
- Undaunted: How Credit Unions Can Thrive in the New Financial Services Environment (Podcast and Presentation)
The 2011 Deluxe Collaborative focused their research on understanding what members think and feel about their financial institution, regulations, products, and process. In this session from NAFCU's 2012 Strategic Growth Conference, learn five things these researchers discovered that will help your credit union thrive.
- First Acts: What is Next for your Credit Union (Podcast)
This session delves into how to jump start your momentum in growth by defining concrete steps, an innovative model, and defined tactics.
- Capitalizing on Market Changes to Grow Your Card Programs (Podcast and Presentation)
this 2012 Strategic Growth Conference session, we get to learn how to combine
the messages in the market with your credit union brand to capitalize on this
unique time, including promoting card features and functionality necessary to
differentiate your credit union. We will also look at an analysis of key
performance indicators and industry benchmarking data to see how your credit
union stacks up!
- Transforming the Customer Experience in Retail Branch Banking (Podcast and Presentation)
How do credit unions create the right road map
to incrementally improve their branch experience, all the while, delighting
customers and cementing profitable long term relationships? In this 2012
Strategic Growth Conference session, check out the latest trends and how to
integrate innovative technology solutions into your credit union’s
- Community Resource Credit Union Revamps Credit Card Portfolio (Case Study)
Three consecutive years…five percent annual losses. This was not what Community Resource Credit Union expected from its credit card portfolio. But the $275 million credit union knew its credit cards were beneficial to its members. It had to find a way to make the portfolio a viable, long-term solution that benefited both the credit union and members. In this case study, learn how this problem was solved.
- NAFCU: NCUA Data Shows Credit Unions Continue Growth, Remain Financially Strong
NAFCU said the National Credit Union Administration’s (NCUA) fourth quarter call report data underscores that credit unions are fiscally sound and growing in the aftermath of the financial crisis.
- Marketing Award Categories and Evaluation Criteria
Each year NAFCU rewards the most creative and successful promotions of the credit union community in NAFCU's Marketing Awards Program! Enter today, and give your credit union the chance to be recognized for your marketing successes!
Following are the seven Marketing Awards categories. You may enter a maximum of 2 different categories. Within your selected categories, you may only enter one marketing piece. NAFCU will select one entry if multiple entries are submitted for one category.
- Best Membership Promotion
- Best Lending Promotion
- Best Product or Service Promotion
- Best Member Newsletter
- Best Annual Report
- Best Promotional
- NAFCU 2012 Outlook for Credit Unions: Optimistic Though Challenges Remain
NAFCU today released its January issue of The Economic and CU Issues Monitor, which offered an outlook for the industry for 2012.
- NAFCU Board Meets With the Federal Reserve
FOR IMMEDIATE RELEASEDecember 1, 2011 WASHINGTON – The National Association of Federal Credit Unions (NAFCU) Board met with the Federal Reserve today to discuss credit union issues and present the findings of its NAFCU 2011 Report on Credit Unions. The
- NAFCU National Bank Transfer Day Survey
NAFCU National Bank Transfer Day Survey
- Economic Update for Credit Unions (Webinar)
Understanding the forces behind our volatile economy is essential in our industry. Watch this October 2011 recorded webinar for an update on the economy and market, and how they will impact your credit union, now and in the future.
- CUs’ consumer lending outpaces industry
The recent string of consecutive consumer credit increases came to a halt in August, but credit unions reported a stronger pace of consumer lending than overall financial institutions.
- Capito says MBL slated for October
A hearing on credit unions’ member business lending authority will be held “sometime in October,” Rep. Shelley Moore Capito, R-W.Va., told NAFCU’s Congressional Caucus yesterday.
- Strengthening headwinds sink new-home sales
August was another bad month for new-home sales, with increased concerns about instability in Europe just one of many headwinds that dragged sales down to the lowest monthly pace since February.
- NCUA, NAFCU press on underserved
NCUA and NAFCU told Congress Thursday that credit unions do an exemplary job of serving the underserved but could do even more if single-common-bond and community-chartered credit unions were able to add underserved areas to their fields of membership.
- Existing-home sales surge not bellwether
Buoyed by investor purchases, existing-home sales surged in August, but NAFCU does not believe the data are a sign of things to come.
- FOMC stays course on rates, plans new moves
The Federal Open Market Committee on Wednesday reiterated its pledge to keep the federal funds target rate at a range of zero to 0.25 percent “at least through mid-2013” and announced new moves, including a controversial measure designed to keep long-term borrowing costs down.
- Instructions for Entry
Marketing Awards Instructions for Entry
- Guidelines for Entry
Marketing Award Guidelines for Entry. The Awards Committee retains the right to disqualify any entrant if these guidelines are not followed.
- Understanding IRA Contributions: From Deadlines to Deductibility Rules (Recorded Webinar)
With the tax deadline approaching, it’s important for your credit union to gear up for the hectic IRA contribution season.
Your members will have questions and you need to have the answers! Watch this recorded webinar to train yourself in both Traditional and Roth IRA issues, including deadlines, limits, possible tax credits and traditional IRA deductibility rules.
- Single-Signature Lending Plans After Revised Reg Z (Podcast)
The Federal Reserve has changed the rules under which credit is extended to our Members. In this podcast we visit with Cathy Klimek from Securian to get a sneak peek of a presentation at the 2010 NAFCU Strategic Growth Conference on the topic of Reg Z and the implications for credit unions.
- Mortgage Loan Servicing – Current Issues and Options for Credit Unions (Podcast)
There has been a flood of legislative and regulatory reform heavily affecting the Mortgage Loan Servicing industry, and it’s probably not over yet. In this podcast we speak with David Allison, the Senior Vice President responsible for business development at Dovenmuehle on the mortgage servicing changes, challenges and opportunities that exist for credit unions today.
- FACT Act Risk-Based Pricing Changes and What Credit Unions Need to Do Before January 1st, 2011 (Podcast)
Based on an existing creditor’s right to review consumer reports, interest rates may be adjusted upward if a consumer falls short in any account. In this podcast, we speak with an expert from Wolters Kluwer Financial Services about how the FACT Act changes risk-based pricing and what credit unions need to do before the January 1, 2010.
- NAFCU Marketing Awards Official Entry Forms
Click on the appropriate link below to complete the entry form for the category you wish to enter. Please be sure to read the Guidelines for Entry and Instructions for Entry carefully before completing the form. NAFCU's Awards Committee has the right to disqualify any entry that does not adhere to the guidelines.
You may enter a maximum of TWO (2) promotional categories below. If you choose to enter two categories, please be sure to submit a different promotion for each of the two categories.
- Best Membership Promotion
- Best Lending Promotion
- Best Product or Service Promotion
- Best Member Newsletter
- Best Annual Report
- Best Promotional Campaign
- Best Web Site
- Becker presses Obama on MBL cap lift in Washington Post
NAFCU President Fred Becker has taken to the pages of the The Washington Post to urge President Obama to support an increase in credit unions’ member business lending cap as part of any proposed plan to jump-start job creation.
- Designing Accounts to Deliver Member Value (Webcast)
With recent financial reform regulations, credit unions have been faced with some tough decisions when it comes to their product and service offerings. Among those is the question of offering free or fee-based checking accounts.