- Conference Overview
The 2014 NAFCU Congressional Caucus, September 9-12 in Washington, D.C., is your opportunity to meet face-to-face with members of Congress and make sure the credit union voice is being heard. Take an active role in the political process and raise awareness for the important credit union issues we face to help move our industry forward.
- Year-End IRA Program Checklist for Credit Unions (Document)
December is the perfect time of year to review year-end best practices at your credit union, including those for your IRA program. Use this checklist to prepare for the busy tax reporting season.
- Credit Union Capital Management Tools
Download NAFCU’s credit union capital management calculators to measure and track key data points for managing your credit union finances.
NAFCU credit union conferences are some of the most highly-rated and respected education opportunities in the credit union community. Upcoming 2014 conferences are listed below.
- Conference Overview
The 2014 NAFCU Management and Leadership Institute, October 6-10 in Philadelphia, PA, has long been a top choice for credit union management seeking a professional development curriculum to move their career forward.
- 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.
- 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.
- Infrastructure and Operations
A growing credit union may find membership outpacing operational efficiency and infrastructure investment. The following Preferred Partners help credit unions flourish by increasing productivity, performance and efficiency.
- Managing Third-Party Fair Lending Risk: Don't Let Your Vendors Let You Down
Your vendors can expose you to potential Fair Lending violations. Whether they’re indirect lenders, marketing campaign planners or other vendors, they can unknowingly break the rules. And it’s your credit union that will bear the consequences. We’ll help make sure you can identify, prevent and police vendor violations to keep your credit union safe.
- 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.
- Conference Overview
Join us February 11-13, 2013 in Las Vegas for the 2014 NAFCU Technology and Security Conference to discover the latest credit union security and technology trends to protect your members and staff and improve your credit union’s operations, including discussions of top-of-mind topics like online fraud, advancements in mobile banking, big data and credit union crisis management.
- Advertising Risks and Compliance for Credit Unions
Join NAFCU and John Zasada, the leader of the compliance practice at CliftonLarsonAllen, to learn the latest advertising laws, regulations, and developments. You’ll walk away more confident in your ability to reduce reputation risk and avoid legal penalties.
- Getting Complaints: What to Do Next to Safeguard and Improve Your Credit Union
This important webcast helps ensure your credit union's complaint management process successfully satisfies your members and regulators. Walk away with a solid understanding of what a complaint management process is, how it can satisfy NCUA regulations, proper steps to take after receiving a complaint, and insight on how to use complaints as a feedback loop to improve your credit union.
- Partners A-Z
An alphabetical listing of all preferred partners and their recommended solutions.
- End of Year Regulatory Compliance Update
In the first part of this webcast, hear how the CFPB operates and the work that has already been completed as well as what the future holds for the CFPB. Next, examine the latest and greatest at the National Credit Union Administration (NCUA) – focusing on current updates that directly relate to your credit union’s compliance department.
Curriculum and session descriptions for NAFCU's 2013 NAFCU Regulatory Compliance Seminar, including NCUA rulemaking, CFPB updates, vendor management, credit union social media compliance and more.
- Insuritas Launches ‘LoanINSURE®’ – Insurance Quotes Tied to Loan Origination Systems
April 30, 2012 – Insuritas unveiled its new
‘LoanINSURE’® technology platform today. LoanINSURE® is the nation’s
first technology platform that allows a borrower to complete an auto or
loan application and get multiple quotes from multiple carriers
instantly. Working with their technology partner, QuotePro, this
platform delivers automatic insurance quotes as part of the lending
- Creating and Understanding a Dashboard of Key Ratios for Directors
This webcast provides credit union board of directors with an understanding of the ten key ratios they should be monitoring at their credit union.
Course details and handouts for the 2013 NAFCU Management and Leadership Institute.
- Comply with the CFPB's International Remittance Rules
Join NAFCU and credit union compliance expert Mary-Lou Heighes, CUCE, to gain a firm understanding of the final International Remittance Rules from the CFPB. You'll get an overview of the changes and amendments along with insight into how the rule was derived as well as resources to ensure your credit union is in compliance by the October 28, 2013 deadline.
- A Look Inside NCUA’s National Supervision Policy Manual
With the growing number of regulatory and operational pressures facing our industry, credit unions should be mindful of the impact this will have on NCUA exams. Along with a more detailed credit union exam structure, NCUA has made significant changes to the exam process and indicated they will continue to make improvements. This webcast will provide credit unions with the changes, logic and limits to the overall cu examination process.
- Cover Story
Nov/Dec 2010 What economic fortune-tellers are saying about 2011 for credit unions. As Yogi Berra once famously noted, “It’s tough to make predictions, especially about the future.” Of course, no one knows this better than today’s economists. Just about all of them, including the most celebrated
- NCUA’s Office of Consumer Protection: Function, Role and Objectives
Meet NCUA’s new Office of Consumer Protection in this free NAFCU webcast, live and open to all credit unions. Hear directly from NCUA’s Director of the OCP Gail Laster, and Consumer Compliance Policy & Outreach Director Tonya Sweat during this free live webcast.
- Annual Report
You can view NAFCU's most recent Annual Financial Reports here.
- Year-End IRA Program Best Practices (Podcast)
December is the perfect time of year to review year-end best practices at your credit union, including those for your IRA program. In this podcast, we speak with an expert on IRAs who answers commonly asked questions posed by IRA professionals at this busy time of year.
- 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.
- Early Enrollment Savings Deadline Approaches For NAFCU's Management Development Institute
Time is running out for credit union managers to earn great savings to NAFCU’s 2012 Management Development Institute (MDI). The early bird enrollment deadline is Sept. 14.
- NAFCU Promotes Briotta to Director of Public Relations
FOR IMMEDIATE RELEASEAugust 23, 2012 WASHINGTON – The National Association of Federal Credit Unions (NAFCU) announced today that Patty Briotta has been promoted to director of public relations, effective immediately. Briotta previously served as NAFCU’s public relations manager, where she
- 2013 CEO Registration Image
CEO13 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
- Re-thinking Loan Serving (Whitepaper)
The mortgage lending landscape has changed drastically over the past several years from virtually every perspective. The implications of these changes, but especially those related to loan servicing, are or should be of interest to credit unions. Servicing in all its forms has been largely ignored over the history of credit union mortgage lending, yet last decade's cataclysm brings into sharp focus the full benefit of well-managed servicing operations...
- How to Measure Your Credit Union Human Resources (Webinar)
In order to ensure that you are effectively managing and deploying your
staff, you need to identify meaningful measures and a clear framework
for evaluating success. In this recorded webinar, learn how to
successfully evaluate your credit union staff. You will also learn to
understand formulas and benchmarks to help evaluate your people
management, and gain knowledge of other credit unions' metrics and best
practices in the industry.
- Genworth Announces Two Leadership Changes in Mortgage Insurance Businesses
RICHMOND, Va., May 1, 2012 /PRNewswire/ -- Genworth Financial, Inc. (NYSE:GNW) announces that it has named U.S. Mortgage Insurance President and Chief Executive Officer (CEO) Kevin Schneider as president and CEO of its recently formed Global Mortgage Insurance division, effective immediately. In this capacity, Schneider also has been named an executive vice president of the company.
- 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.
- The Future of Retail Branch Banking: Waltons or Jetsons? (Blog Post)
Branch Transformation is now a ubiquitous term, synonymous with
retail banking organizations searching for the golden solution to leave
the past 5 years of banking turmoil behind and enter the next decade
with a fresh, dynamic and customer-centric branch banking proposition. Read more of this NAFCU Services blog post.
- Internal Control Certification – It’s Not Just an Accounting Thing (Podcast and Presentation)
In this recorded 2012 NAFCU Technology & Security Conference session, you will learn about the internal control certification process and how it impacts more than just the accounting department, including the importance of becoming internal control certified, insight on the impact of recent regulation change from SAS70 to SSAE 16, a walkthrough of the process and audit reports (Type I & Type II) and much more!
- Longstanding Partnership Leads Financial Resources Federal Credit Union to Select ComplianceOne®
When Marc Sovelove joined Financial Resources Federal Credit
Union (Financial Resources FCU) in 2010, his first task was to upgrade their
manual, paper-based processes to an automated commercial loan origination
system. In this case study, read about how Wolters Kluwer helped remedy this
situation with their product, ComplianceOne.
- Honda Federal Credit Union Partners with Wolters Kluwer Financial Services to Transform its Master Disclosure (Case Study)
Honda FCU’s wanted to transform their Master Disclosure into a
user-friendly document that benefits both staff and credit union
members. They also envisioned using the Master Disclosure as a training
tool for new employees. In this case study from Wolters Kluwer Financial
Services we learn how Honda FCU achieved its goals.
- Honda FCU Updates Master Disclosure Document with Help from Wolters Kluwer Financial Services
MINNEAPOLIS – (February 14, 2012) – Wolters Kluwer Financial Services announced today that Honda Federal Credit Union (Honda FCU) has selected the company to help update its master disclosure document quickly and in compliance with state and federal requirements.
- Wolters Kluwer Financial Services Expands Default Servicing Offering to Include Pre-Foreclosure Service
MINNEAPOLIS – Feb. 28, 2012 – Wolters Kluwer Financial Services announced today that the company has expanded its suite of default servicing solutions to include an outsourced pre-foreclosure service. Designed to help mortgage servicers efficiently manage their pre-foreclosure processes, the service helps them to build a complete case file before they foreclose on a property. As a result, servicers are able to efficiently generate documents necessary to manage the pre-foreclosure process
- SLO Credit Union Transitions from Multiple Vendors to ComplianceOne™ (Case Study)
ComplianceOne is a single, integrated documentation solution that makes managing compliance with loan and deposit account transactions effortless. The solution connects the major areas of a financial institution’s business to its core processor through one, easy-to-manage interface. In this case study, learn how Wolters Kluwer helped SLO credit union transition from multiple vendors to ComplianceOne.
- Annual Awards Competition: Sample Winning Narratives
NAFCU's Annual Award Winners Sample Narratives
- Prospective Changes in Mortgage Servicing Compensation (Podcast)
In this podcast, we speak with mortgage servicing expert David Allison, Senior Vice President of Business Development at Dovenmuehle, about the current structure of mortgage servicing compensation, what changes may be on the horizon, and how they could negatively impact your credit union.
- Too Good to Fail? New Challenges for Risk Management in Financial Services (Research Report)
With regulators, boards and investors heavily scrutinizing risk management practices, effective risk management is more critical than ever. Financial institutions worldwide have initiated risk management measures to address the most glaring deficiencies exposed by the financial crisis. But have they done enough? Get answers in the findings from a survey of risk executives from around the world in early 2011.
- Insights on How to Run a Credit Union: Blending new technologies with traditional techniques (Whitepaper)
Hear from five thought leaders as they discuss the opportunities and obstacles facing the financial services industry today as it moves firmly into the digital age.
- Avoiding Perfect Storms: Creating a holistic GRC view for early warning (whitepaper)
This whitepaper from SAS offers a case study that illustrates the importance of integrating the elements of GRC using a detailed example involving key indicators covering performance, risk and controls. The case study will focus governance-related business pains, their causes and how an enterprise GRC solution addresses them.
- Privacy Changes and What Credit Unions Should Know (Podcast)
A new model privacy form will be required for all credit unions by January 1, 2011. In this podcast, we speak with an expert from Wolters Kluwer Financial Services about what the privacy changes are and what credit unions need to know.
- Payment Assurance: The Win-Win Solution for Credit Unions (Podcast)
Credit union members are facing more economic uncertainty now than they have in many years, which has an effect on everything from their willingness to buy new homes and cars to their payment habits. In this podcast you will hear about a proverbial win-win solution, in which we can reduce members' anxiety with payment assurance protection, while also generating fee income for the credit union.
- Optimizing ATM Transactions with Intelligent Deposit (Webinar)
Learn how new ATM technology improves member satisfaction and boosts branch revenue! Watch this recently recorded webinar as we explore state-of-the-art Intelligent Deposit ATM technology and how it benefits credit unions. You will learn how Intelligent Deposit addresses key business including, cost reduction through operational efficiency, revenue generation, member convenience, various methods financial institutions use to implement Intelligent Deposit, a thorough examination of SDM, and more!
- New Adverse Action Notices and Risk-Based Pricing Notice Requirements for Credit Unions (Podcast)
At the start of July 2011 the Federal Reserve finalized rules on model adverse action notices and risk-based pricing notices to implement Section 1100F of Dodd-Frank. In this podcast we speak with an expert about the specific requirements for your credit union to comply with these updates within the tight deadline given.