Live and On-Demand Webcasts

NAFCU's 2017 live and on-demand webcasts are 90-minute online training sessions that efficiently cover your credit union's annual training requirements, in addition to vital credit union compliance hot topics. View the 2017 webcast lineup.

Each webcast includes:

  • Access for your entire staff with one purchase
  • Access to webcasts on-demand for up to a year after the live webcast
  • Real-time Q&A with experts during live broadcast
  • Education credits for qualifying webcasts, as marked:
    Earn NCCO creditsNAFCU Certified Compliance Officer (NCCO) credits
    NCRM logoNAFCU Certified Risk Manager (NCRM) credits
    NCVE logoNAFCU Certified Volunteer Expert (NCVE) credits
    NCBSO logoNAFCU Certified Bank Secrecy Officer (NCBSO) credits
    Earn CPE CreditsCPE credits for Certified Public Accountants
  • Training certificates for BSA (BSA Training Certificate Icon), Financial Literacy (Earn Your Financial Literacy Training Certificate) and Supervisory Committee (Supervisory Committee Training Certificate) training with qualifying webcasts

Upcoming Live Webcasts

Register for upcoming, individual webcasts to participate live. Your entire credit union will have access to the on-demand recording for a year. Credit unions using our Online Compliance Training Subscription automatically have access to all live webcasts during their subscription. Having trouble viewing the webcasts? Check out our webcast viewing FAQs.

Preparing for the NAFCU Certified Risk Manager Designation

FREE Live Broadcast: Tuesday, June 27

Register Now Learn more

Already registered? Go to the Online Training Center to view live.

 

Preparing for the NAFCU Certified Bank Secrecy Officer
(NCBSO) Designation

FREE Live Broadcast: Wednesday, June 28

Register Now Learn more

Already registered? Go to the Online Training Center to view live.

 

Millennials: How to Capture Their Business and Loyalty

Live Broadcast: Thursday, July 13 | Early Savings Deadline: July 6

Register Now Learn more

Already registered? Go to the Online Training Center to view live.

On-Demand Webcasts

Attention Webcast Subscribers and Participants: You have access to the on-demand version for one full year after the live broadcast date. Online Training Center Subscribers must have an active subscription to access on-demand webcasts. To view your on-demand webcasts, log in to the NAFCU Online Training Center. Having trouble viewing the webcasts? Check out our webcast viewing FAQs.

The following on-demand webcasts are available for purchase. Most recent webcasts are at the top. Click on the webcast title to learn more. Online Compliance Training Subscribers have unlimited access to the past years' webcasts with an active subscription.

Presented Live on June 7, 2017 – For decades, the Fair Credit Reporting Act (FCRA) has shaped credit union operations in marketing and lending. Join this webcast to refresh your understanding of the FCRA and better navigate the FCRA fundamentals. You will learn how to avoid negative regulatory scrutiny and borrower legal claims, while still achieving your credit union's business objectives.  Learn more

Available Until: June 7, 2018

Purchase Now

Already purchased? Go to the Online Training Center to view on-demand.

Presented Live on May 23, 2017 – In this webcast, you'll receive a baseline understanding of the Impact Economy, a framework for assessing the opportunities within it, an overview of the regulatory environment surrounding credit unions and impact, and more.  Learn more

Available Until: May 23, 2018

Purchase Now

Already purchased? Go to the Online Training Center to view on-demand.

Presented Live on May 18, 2017 – NAFCU's Regulatory Compliance team will provide a credit union compliance update on recent Consumer Financial Protection Bureau (CFPB) and National Credit Union Administration (NCUA) guidance, rules and regulations. The team will also touch on other expected regulatory action that will affect your credit union's compliance department. Learn directly from NAFCU and get a jump on regulatory preparedness. Learn more

Available Until: May 18, 2018

Purchase Now

Already purchased? Go to the Online Training Center to view on-demand.

Presented Live on May 17, 2017 – The new MBL rules became fully effective in January 2017, and provide unprecedented freedom in commercial lending. However, they come with the potential for significant criticism and scrutiny by the regulators of your credit union's commercial lending policies. Attend this webcast to explore the good, the bad and ugly of the new NCUA commercial loan rules and the potential impact they'll have on your lending program. Learn more

Available Until: May 17, 2018

Purchase Now

Already purchased? Go to the Online Training Center to view on-demand.

Presented Live on May 10, 2017 – Join National Automated Clearinghouse Association (NACHA) rules master Amy Morris as she gives a comprehensive overview of the 2017 ACH Operating Rules. You'll cover recent changes and compliance requirements recently passed, as well as proposals on the horizon. This includes potential rules proposals related to International ACH Transactions (IATs) and Financial Institution Messaging. Learn more

Available Until: May 10, 2018

Purchase Now

Already purchased? Go to the Online Training Center to view on-demand.

Presented Live on May 9, 2017 – Join Andy Keeney, a nationally recognized credit union attorney, on this timely webcast that will help you understand the rules and regulations of Share Insurance. This knowledge will be key to upcoming NCUA exams. Learn how your credit union should handle unique or specialized accounts such as IRA, IOLTA, and trusts. Mergers and their effect on insured deposits will also be addressed. Learn more

Available Until: May 9, 2018

Purchase Now

Already purchased? Go to the Online Training Center to view on-demand.

Presented Live on April 26, 2017 – Using and sharing information about members and potential members is critical to successful third-party relationships, but first you must understand the restrictions and requirements of Regulation P. Join this webcast to learn when it's permissible to share members' personal information, what protections must be in place, and how your credit union can use information it receives from third parties. Learn more

Available Until: April 26, 2018

Purchase Now

Already purchased? Go to the Online Training Center to view on-demand.

Presented Live on April 19, 2017 – Failure to comply with NCUA advertising regulations can result in damaging your brand, and excessive monetary penalties for your credit union. Join Andy Keeney, nationally recognized credit union attorney, as he offers his unique perspective and experience with the NCUA advertising regulations. Learn more

Available Until: April 19, 2018

Purchase Now

Already purchased? Go to the Online Training Center to view on-demand.

Presented Live on April 18, 2017 – Collections are an integral part of your credit union's business, closely tied to lending. If your credit union offers consumer lending, then you need to address the corresponding collection of delinquent loans. Whether your credit union collections are managed in-house or with a third party vendor, your credit union staff needs an in-depth understanding of the FDCPA. Learn more

Available Until: April 18, 2018

Purchase Now

Already purchased? Go to the Online Training Center to view on-demand.

Presented live on March 22, 2017 – The Office of Foreign Assets Control (OFAC) is an integral part of your credit union's BSA compliance program. However, BSA compliance doesn't necessarily mean OFAC compliance. This webcast will provide an overview of OFAC, its compliance requirements, how it relates to BSA, and how to properly integrate both programs to ensure that your credit union remains compliant.  Learn more

Available Until: March 22, 2018

Purchase Now

Already registered? Go to the Online Training Center to view on-demand.

Presented Live on March 21, 2017 – NCUA now strongly suggests you train your board on Member Business Lending (MBL). In response, dozens of credit union CEOs requested we help provide that training. Have your board watch this webcast live or on-demand to show NCUA you've satisfied their ask! Learn more

Available Until: March 21, 2018

Purchase Now

Already purchased? Go to the Online Training Center to view on-demand.

Presented Live on March 15, 2017 – The Secure and Fair Enforcement for Mortgage Licensing Act (SAFE) sets requirements for both individual mortgage loan originators and financial institutions regulated by the mortgage industry. Watch this webcast to help satisfy your annual SAFE training requirements.  Learn more

Available Until: March 15, 2018

Purchase Now

Already purchased? Go to the Online Training Center to view on-demand.

Recorded on March 14, 2017 – Congratulations, you've decided to take the NAFCU Certified Compliance Officer (NCCO) exam! Now what? This quick, free webcast is designed to help people who are either attending NAFCU's Regulatory Compliance School or using the NCCO self-study program. Brandy Bruyere, NAFCU's Vice President of Regulatory Compliance reviews best practices on how to tackle the NCCO exam.  Learn more

Available Until: March 14, 2018

Register Now for On-Demand Access

Already registered? Go to the Online Training Center to view on-demand.

Presented live on March 9, 2017 – Bank Secrecy Act (BSA) compliance isn't just for your credit union's compliance department – it affects your entire organization, and therefore needs to be embraced by all departments. Cooperation across all departments is the key to a successful and truly compliant BSA compliance program. Join this webcast to learn the importance of ensuring that your BSA compliance program spans the entire credit union, from the teller line to your board of directors.  Learn more

Available Until: March 9, 2018

Purchase Now

Already registered? Go to the Online Training Center to view on-demand.

Presented live on February 28, 2017 – Vendor management is an integral component of a credit union's IT and security risk management process. But vendors or service providers have access to your credit union's systems and data, so it's critical to ensure those third parties understand your unique cybersecurity requirements. Learn more

Available Until: February 28, 2018

Purchase Now

Already registered? Go to the Online Training Center to view on-demand.

Presented live on February 21, 2017 – The increase in regulatory requirements not only impacts the management of a credit union, but also the governance function(s) such as supervisory committees. With the growing complexity of credit unions and ever-changing regulatory requirements, a high performing supervisory committee is needed to meet and maintain strategic objectives. This webcast will cover the expectations of supervisory committees and identify best practices to keep committees efficient and successful. Learn more

Available Until: February 21, 2018

Purchase Now

Already registered? Go to the Online Training Center to view on-demand.

Presented live on February 14, 2017 – Changes are happening on a daily basis in technology, terrorism, volatile economic forces and market disruptors. These changes increase hazards and heat up competition in the marketplace. Join Tim Segerson from NCUA to learn about current credit union issues and trends, as well as emerging risks reflected in supervisory priorities for 2017. Learn more

Available Until: February 14, 2018

Register Now for On-Demand Access

Already registered? Go to the Online Training Center to view on-demand.

Presented live on February 8, 2017 – BSA training is a crucial component of your credit union's compliance program. This webcast will outline the importance of having a comprehensive BSA training program, and cover topics such as training formats, examiner expectation, which employees should receive BSA training, and more.  Learn more

Available Until: February 8, 2018

Purchase Now

Already registered? Go to the Online Training Center to view on-demand.

Presented live on February 7, 2017 – Join this webcast to learn about the latest risks associated with third-party access to credit union systems, applications and data. We'll explore strategies designed to manage third-party cybersecurity risks like vendor remote access, as well as situations where the vendor hosts the systems and/or data on the credit union's behalf. Learn more

Available Until: February 7, 2018

Purchase Now

Already registered? Go to the Online Training Center to view on-demand.

Presented live on January 31, 2017 – Get firsthand expertise from NAFCU's Regulatory Affairs team on what's new coming out of Washington! The team will provide you with an update on recent rules from credit union regulators, including the Consumer Financial Protection Bureau (CFPB) and National Credit Union Administration (NCUA).  Learn more

Available Until: January 31, 2018

Purchase Now

Already registered? Go to the Online Training Center to view on-demand.

Presented live on January 25, 2017 – Obtaining a CDFI designation can provide benefits such as grant funding, awards, and exclusion from certain rules, like the QM/ATR rule. This webcast will provide you with an overview of the certification process and specific examples of CDFI designation benefits.  Learn more

Available Until: January 25, 2018

Register Now for On-Demand Access

Already registered? Go to the Online Training Center to view on-demand.

Presented live on January 11, 2017 – Human Resources compliance, recordkeeping and general knowledge of employee rights are an important part of every credit union. HR professionals need to know how these areas impact your organization. This webcast is geared towards anyone who has responsibilities for managing human capital–you'll gain an understanding of labor laws, review best practices, and more.  Learn more

Available Until: January 11, 2018

Purchase Now

Already registered? Go to the Online Training Center to view on-demand.

Presented live on January 10, 2017 – Join this crucial webcast for an in-depth understanding of this new accounting standard, commonly referred to as the Current Expected Credit Loss Model (CECL), and how it can impact your credit union. You'll explore ALLL methodology, interagency guidance and learn how to plan for CECL adaptation.  Learn more

Available Until: January 10, 2018

Purchase Now

Already registered? Go to the Online Training Center to view on-demand.

Presented live on December 13, 2016 – On September 19, 2016 the FFIEC issued a revised Information Security booklet, which is part of the FFIEC Information Technology Examination Handbook (IT Handbook). Join this webcast to explore updated examination procedures to help examiners measure the adequacy of an institution's culture, governance, information security program, security operations, and assurance processes. Learn more

Available Until: December 13, 2017

Purchase Now

Already registered? Go to the Online Training Center to view on-demand.

Presented live on December 7, 2016 – Join this webcast to gain an understanding of NCUA's revised IRR assessment tools and procedures. Tools include: the Net Economic Value (NEV) Supervisory Test and the associated IRR tolerance thresholds, the Estimated NEV Tool (ENT) for credit unions with total assets of $50 million or less, how the IRR review will change during the examination process, and the scope and framework of the IRR Procedures Workbook.  Learn more

Available Until: December 7, 2017

Register Now for On-Demand Access

Already registered? Go to the Online Training Center to view on-demand.

Presented live on December 6, 2016 – Join this webcast to gain an understanding of the evolving expectations of the NCUA, CFPB, and other federal regulators concerning fair lending compliance. You'll also study recent developments in fair lending supervision, examination and enforcement, as well ascover hot topics and emerging issues in fair lending law.  Learn more

Available Until: December 6, 2017

Purchase Now

Already registered? Go to the Online Training Center to view on-demand.

Presented live on November 30, 2016 – On August 4, 2016, the Consumer Financial Protection Bureau (CFPB) issued its new 2016 Mortgage Servicing Rule based upon its November 2014 proposed rule changes. The new rule is likely to have a significant impact on your mortgage programs with revisions. Learn more

Available Until: November 30, 2017

Purchase Now

Already registered? Go to the Online Training Center to view on-demand.

Presented live on November 17, 2016 – NAFCU's Regulatory Compliance team will provide a credit union compliance update on recent Consumer Financial Protection Bureau and National Credit Union Administration rules, regulations, and guidance.  Learn more

Available Until: November 17, 2017

Purchase Now

Already registered? Go to the Online Training Center to view on-demand.

Presented live on November 16, 2016 – The accuracy of credit reporting is scrutinized by examiners, and is a frequent subject in litigation. This webcast will provide a review of the Fair Credit Reporting Act's (FCRA) requirements for furnishing information with accuracy and integrity. You'll also learn how to design a compliance program to meet FCRA requirements. Learn more

Available Until: November 16, 2017

Purchase Now

Already registered? Go to the Online Training Center to view on-demand.

Presented live on November 15, 2016 – Members are no longer satisfied with "nice" credit union staff. In addition to friendly member service, your credit union has to be easy to use if you want to drive loan volume. Learn more

Available Until: November 15, 2017

Purchase Now

Already registered? Go to the Online Training Center to view on-demand.

Presented live on November 9, 2016 – When it comes to understanding current and prospective members, your website's Google Analytics data is an invaluable resource. Underneath a layer of data on things like sessions, time on site, and bounces, is a treasure trove of information on what products interest your targets. Learn more

Available Until: November 9, 2017

Purchase Now

Already registered? Go to the Online Training Center to view on-demand.

Presented live on November 3, 2016 – Attend this webcast and explore issues your credit union must consider to determine whether to provide financial services to the legal cannabis industry. You'll also cover compliance and business hurdles your credit union will face when serving this risky industry. Learn more

Available Until: November 3, 2017

Purchase Now

Already registered? Go to the Online Training Center to view on-demand.

Presented live on November 1, 2016 – Unfortunately, a member's death brings out the worst in many members' heirs; especially when it comes to concluding the deceased's relationship with their credit union. In this webcast, you'll explore many of the do's and don'ts of handling a deceased member's account, loans, and other services. Learn more

Available Until: November 1, 2017

Purchase Now

Already registered? Go to the Online Training Center to view on-demand.

Presented live on October 13, 2016 – It is essential for credit unions to appropriately manage vendor-related risks. Attend this webcast to receive a baseline understanding of vendor management concepts, pinpoint frequent trouble areas for credit unions, and learn agency supervisory expectations.  Learn more

Available Until: October 13, 2017

Purchase Now

Already registered? Go to the Online Training Center to view on-demand.

Presented live on September 29, 2016 – Hear firsthand from the experts what's new coming out of Washington with NAFCU's Regulatory Affairs team! They'll provide you with an update on recent rules from the Consumer Financial Protection Bureau (CFPB) and National Credit Union Administration (NCUA), as well as other regulators.  Learn more

Available Until: September 29, 2017

Purchase Now

Already registered? Go to the Online Training Center to view on-demand.

Presented live on September 28, 2016 – Attend this webcast for a comprehensive overview of MSBs, FinCEN requirements for banking an MSB, examiner expectations, and more. You'll also gain insight on how to identify and monitor other high-risk accounts, as well as guidance to ensure your credit union is properly equipped to handle the risk. Learn more

Available Until: September 28, 2017

Purchase Now

Already registered? Go to the Online Training Center to view on-demand.

Presented live on September 27, 2016 – The Dodd-Frank Act imposes no meaningful standards for CFPB's UDAAP focus, and thus far the CFPB has refused to issue implementing regulations. As such, credit unions are left to make guesses based on CFPB's enforcement actions, consent orders and statements to date. In this webcast you'll cover the UDAAP definitions, CFPB's UDAAP actions and potential future targets for UDAAP action. Learn more

Available Until: September 27, 2017

Purchase Now

Already registered? Go to the Online Training Center to view on-demand.

Presented live on September 15, 2016 – This webcast will provide a substantive review of the Military Lending Act, and the operational challenges. Director of Regulatory Compliance Brandy Bruyere and Director of Education Devon Lyon will walk through the recent MLA guidance and highlight lingering compliance questions and answers so you can confidently prepare. Learn more

Available Until: September 15, 2017

Purchase Now

Already registered? Go to the Online Training Center to view on-demand.

Presented live on September 14, 2016 – Join nationally recognized credit union attorney Andy Keeney, co-chair of Kaufman & Canoles' credit union team, as he identifies how you can successfully blend marketing and compliance. Andy is a frequent lecturer on a wide variety of credit union marketing topics such as sweepstakes, contests, social media and teaser ads. Register for this important webcast now. Learn more

Available Until: September 14, 2017

Purchase Now

Already registered? Go to the Online Training Center to view on-demand.

Presented live on September 13, 2016 – Attend this vital webcast and find out how to prepare the quarterly NCUA 5300 report in a timely, effectively manner. You'll gain a greater understanding of the history of the call report, common mistakes, and critical areas. You'll also receive best practices for creating the most effective call reports. Learn more

Available Until: September 13, 2017

Purchase Now

Already registered? Go to the Online Training Center to view on-demand.

Presented live on September 7, 2016 – The CFPB is scrutinizing credit unions for unfair, deceptive or abusive acts or practices (UDAAP) violations. Does your TISA compliance program meet the standards? This webcast is designed to give you the tools needed to review your TISA program. Learn more

Available Until: September 7, 2017

Purchase Now

Already registered? Go to the Online Training Center to view on-demand.

Made available on August 29, 2016 – Now, more than ever, it's important to see Asset Liability Management (ALM) not as a regulatory obligation, but rather as a forward-looking business intelligence. Join this webcast and learn how to strategically plan based on your ALM data. Learn more

Available Until: August 29, 2017

Purchase Now

Already registered? Go to the Online Training Center to view on-demand.

Presented live on August 16, 2016 – This webcast is designed to give your ALCO members the training they need to help meet the regulatory training requirements, while providing key insights to expanding the uses of your credit union's ALM functionality. Learn more

Available Until: August 16, 2017

Purchase Now

Already registered? Go to the Online Training Center to view on-demand.

Made Available August 5, 2016 – Attend this webcast to learn the essential details of the Home Mortgage Disclosure Act (HMDA), from the original regulation to the amendments that go in effect in just a few months. You'll learn who's subject to HMDA, what loans get reported, what information on the loans is reported, and how the information is submitted. Learn more

Available Until: August 5, 2017

Purchase Now

Already registered? Go to the Online Training Center to view on-demand.

Presented Live on August 3, 2016 – To ensure a smooth implementation process, credit unions should get acquainted with NCUA's risk-based capital (RBC2) regulation and the related risk-based capital calculations prior to the January 1, 2019 effective date. Attend this webcast to gain a strong working knowledge of RBC2 so you can confidently make key strategic decisions. Learn more

Available Until: August 3, 2017

Purchase Now

Already registered? Go to the Online Training Center to view on-demand.

Made Available July 25, 2016 – Several important roles are involved in the planning and execution of an effective Information Security (IS) program. This webcast will explore information security responsibilities and the specific duties of IT staff in the information security function. Learn more

Available Until: July 25, 2017

Purchase Now

Already registered? Go to the Online Training Center to view on-demand.

Presented live on July 19, 2016 – Attend this webcast to gain perspective on how to build a successful, sustainable ERM program. You will learn how to gain buy-in and support by going back to the basics, and demonstrating value. Learn more

Available Until: July 19, 2017

Purchase Now

Already registered? Go to the Online Training Center to view on-demand.

Presented live on July 13, 2016 – Join this webcast to gain a clear definition of data analytics and examples of how it may be used to identify potential unusual activity. Get the tools you need to determine the most effective application of data analytics at your credit union. Learn more

Available Until: July 13, 2017

Purchase Now

Already registered? Go to the Online Training Center to view on-demand.

Presented live on July 12, 2016 – This webcast will outline the importance of having a thorough and solid approach to assessing your credit union's BSA risks, as well as how to apply that assessment to your BSA transaction monitoring system. You'll identify the different categories of risk, learn how to satisfy examiner expectations, and more. Learn more

Available Until: July 12, 2017

Purchase Now

Already registered? Go to the Online Training Center to view on-demand.

Presented live on July 6, 2016 – Join this webcast to find out the latest NCUA Info System and Tech (IS&T) examination updates and prepare your credit union for a successful exam experience. You'll cover hot topics like the 2015 FFIEC Cybersecurity Assessment Tool (CAT), incident detection and response, authentication, online banking and much more. Learn more

Available Until: July 6, 2017

Purchase Now

Already registered? Go to the Online Training Center to view on-demand.

Presented live on June 22, 2016 – Focusing on the new regulatory changes in the context of current laws, this session will provide a working knowledge of FLSA and the final regulations. Best practices will be shared to help your credit union review the budgetary and workforce implications of the new law. You'll explore how to create a roadmap to implement the necessary changes for the law's effective date of December 1, 2016. Learn more

Available Until: June 22, 2017

Purchase Now

Already registered? Go to the Online Training Center to view on-demand.

Presented live on June 21, 2016 – Some of the world's largest financial institutions are forming private distributed ledger networks, and the future of distributed ledger technology is becoming clearer. Join this webcast for a comprehensive overview of blockchain technology and how your credit union can benefit from this technology. Learn more

Available Until: June 21, 2017

Register for On-Demand Access

Already registered? Go to the Online Training Center to view on-demand.

Presented live on May 25, 2016 – Join speaker Tansley Stearns for an overview of several Filene research reports on credit union governance practices. You'll examine real-world ideas for enhancing effectiveness and measuring success, including exploration of what it takes to be an exceptional credit union strategist. Tansley will be presenting more on this topic during NAFCU's 49th Annual Conference and Solutions Expo. Learn more

Available Until: May 25, 2017

Purchase Now

Already registered? Go to the Online Training Center to view on-demand.

Presented live on May 24, 2016 – 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. Presented by NAFCU's Executive Vice President and COO, Anthony Demangone.Learn directly from NAFCU and get a jump on regulatory preparedness. Learn more

Available Until: May 24, 2017

Register for On-Demand Access

Already registered? Go to the Online Training Center to view on-demand.

Presented live on May 19, 2016 – NAFCU's Regulatory Compliance team will provide a credit union compliance update on recent Consumer Financial Protection Bureau (CFPB) and National Credit Union Administration (NCUA) guidance, rules and regulations. The team will also touch on other expected regulatory action that will affect your credit union's compliance department. Learn directly from NAFCU and get a jump on regulatory preparedness. Learn more

Available Until: May 19, 2017

Purchase Now

Already registered? Go to the Online Training Center to view on-demand.

Presented live on May 18, 2016 – This webcast will outline the ideal credit union enterprise risk management framework, allowing you to start or validate your program structure. Join us as we provide you with a baseline understanding of successful ERM program principles. Learn more

Available Until: May 18, 2017

Purchase Now

Already registered? Go to the Online Training Center to view on-demand.

NAFCU reserves the right to change dates or speakers should circumstances warrant. Webcast participants will be apprised of any such changes.

THANK YOU TO OUR WEBCASTS SPONSOR


NAFCU Services