- The Institute Experience
NAFCU’s Management and Leadership Institute is much more than five days of credit union leadership education. It’s an experience – where participants become well acquainted with their peers and faculty, and build lifelong connections.
Expert faculty for the 2013 NAFCU Management and Leadership Institute includes NAFCU Executive Vice President and COO Anthony Demangone, Duke University Federal Credit Union President/CEO Lee Fogle, Communication Expert and Author Stacey Hanke and many more credit union leadership gurus.
Course details for the 2013 NAFCU Management and Leadership Institute.
- Program At-A-Glance
Schedule for the 2013 NAFCU Management and Leadership Institute.
- Leader of the Future Workshop
In this full-day workshop, students of NAFCU's 2013 Management and Leadership Institute learn the building blocks of an outstanding credit union leader and how to lead a high-performing team. Plus, you’ll learn how to develop a winning culture at your credit union that attracts and retains top talent.
- 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
- 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.
- 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.
- 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.
- Maximize Your Membership
Welcome to NAFCU! The needs of credit unions are our priority, and the dedication of our staff is what makes us a unique and proud supporter of our members.
- Annual Report
You can view NAFCU's most recent Annual Financial Reports here.
- 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.
- 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 conferences are designed to help strengthen and accelerate your career and your credit union’s mission. You will benefit from industry-leading presenters and exclusive networking events in locations across the country. Whatever your career path may be, NAFCU has a conference or school to help you grow and reach new heights!
- Security Incident Response - Lessons Learned
August 15, 2012
2:00 - 3:30 p.m. EDT
Available until August 15, 2013
With the steady increase in hacking and modern malware constantly evolving, defensive measures need to improve to evade attackers.
- CEOs and Senior Executives Conference
The 2013 NAFCU CEOs and Senior Executives Conference, April 24-26 in Sonoma, California, is designed for credit union executives and CEOs. This leading credit union conference provides a forum to learn about and discuss the future of credit unions. Through interactive sessions and networking events you will gain new ideas and fresh perspectives to take back to your credit union and plan for your future success.
FedEx is the NAFCU Services Preferred Partner for Express and Ground Shipping Services. It is the world's largest express shipping company, providing fast and reliable delivery to every U.S. address and to more than 220 countries and territories worldwide. FedEx Office® offers quality copying, printing and shipping, including online printing, digital, photo & color printing, signs, banners, print from home or office and more with over 1,800 locations.
- CU Industry Trends Report Archive
NAFCU’s CU Industry Trends is a NAFCU member-only quarterly report of the latest trends among federal credit unions. Download archived reports and data tables here.
- 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.
- 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.
- Frequently Asked Questions
Frequently asked questions about NAFCU's Unlimited Webcast Subscription.
- Unlimited Webcast Subscription
NAFCU's unlimited webcast subscription provides your credit union with an excellent way to ensure your staff has access to the latest credit union education year-round – all from the comfort of their own office! With a minimum of 20 webcasts planned for 2013, we will be covering the hottest industry topics, including top-rated credit union compliance education.
- Webcast Topics
NAFCU's Annual Unlimited Webcast Subscription provides your credit union with the ultimate convenience and affordability to get the education your credit union needs, without leaving the office! Check out some of the topics we'll cover this year.
- Annual Conference and Solutions Expo
Join leaders and credit union solution providers at NAFCU's 46th Annual Conference and Solutions Expo, July 9-13 in Boston, to learn the cutting-edge strategies, solutions and trends that will help you readily adapt to an ever-changing credit union industry and make history!
- Subscription Fees
Subscription fees for NAFCU Unlimited Webcast Subscription.
- 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.
- How does it work?
Participation in NAFCU's Webcast Subscription is easy. After you subscribe, you will receive an email confirmation. You will also receive an email the day before each of the live webcasts that includes the URL address and password to access each live and on-demand webcast.
- 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.
- Corporate Governance and Board Fiduciary Duties
The current regulatory and financial environment has created a renewed focus on the duties of federal credit union directors, particularly as a result of the Wescorp litigation and recent failures of natural person credit unions. This session will cover the general principles of the fiduciary duties of directors and the NCUA’s fiduciary duty rules as well as corporate governance best practices. Observance of these standards is critical in protecting the board and the institution from liability and regulatory criticism.
- Testing Your System and System Reqiurements
Participants are strongly encouraged to test their system at least 24 hours prior to the webcast. We suggest that you confirm that your computer and Internet firewall support viewing this type of Webcast. You may test your system by viewing the following on-demand webcast. Confirm that you can hear audio, see video, and view the slide presentation displayed adjacent to the video player. The test presentation will walk you through the various features of the webcast viewing screen.
- 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
- Building an Effective Enterprise Risk Management Program
June 13, 2012
2:00 - 3:30 p.m. EDT
Available until June 13, 2013
Risk management assessment should be a top priority for all credit unions in light of the recent uptick in frequency and sophistication of fraudulent activity. Whether it’s handling member transactions or internal operations, credit unions are exposed to risk on a daily basis and need to ensure they have an effective system in place to properly manage threats.
This webcast will provide an overview of Enterprise Risk Management (ERM) and explain the importance of an effective program to help assist you in the strategic and operational planning process.
- 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.
- 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
- 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.
- 2012 Q1 NIFCU$ Market Commentary (Article)
During the quarter, market participants began to give more weight to
strengthening economic news, discounting the Fed’s stated
commitment to hold short-term interest rates low into 2014.
- 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