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.

Achieving Excellence in Consumer Reporting Compliance
Earn NCCO credits
NCRM logoEarn CPE Credits

Live Webcast Tuesday, September 26 | Early Savings Deadline: September 19

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September Update: What’s New and What’s Next with NAFCU’s Regulatory Affairs Team
Earn NCCO credits
NCRM logoNCBSO logoEarn CPE Credits

Available On-Demand September 29 | Early Savings Deadline: September 21

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Designing a Credit Union Culture that Excels at High Performance

Available On-Demand September 29 | Early Savings Deadline: September 21
Brought to you by Affinion Group

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How to Detect and Prevent Employee Fraud
Earn NCCO credits
NCRM logoNCBSO logoEarn CPE Credits

Live Webcast Tuesday, October 24 | Early Savings Deadline: October 17

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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 September 19, 2017 – Regulatory Orders are formal enforcement orders issued by the NCUA. Generally, NCUA issues them when a credit union and/or persons affiliated with a credit union have violated a law, rule or regulation, or engaged in an unsafe or unsound practice. The recovery from a regulatory order can become a financial and resource burden to the credit union. Join this webcast to gain a better understanding of regulatory orders, and the process to get out from under the orders. Learn more

Available Until: September 19, 2018

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Presented live on September 13, 2017 – Vendor Management and oversight has become a hot topic in the credit union industry. We’ve come a long way from sealing a deal with just a handshake. Vendor relationships should be taken seriously and handled with great care. This webcast will provide you with a thorough understanding of all the components needed to have a successful vendor management program at your credit union. Learn more

Available Until: September 13, 2018

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Presented live on September 12, 2017 – This webcast will provide you with a baseline understanding of how to perform an effective BSA/AML risk assessment that satisfies regulatory requirements and expectations. You'll also learn how to effectively monitor, control and mitigate the risks you face.  Learn more

Available Until: September 12, 2018

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Presented live on September 6, 2017 – If your credit union is considering expanding member services via CUSO formation or you currently sustain CUSO operations, this webcast will provide the pillars of business entity and CUSO formation and sustainment commensurate with state and regulatory expectations. Learn more

Available Until: September 6, 2018

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Presented on August 17, 2017 – Effective project management, and a diligent focus on creative process improvement, will enable you to provide your vital services better and faster – leading to happier members and more engaged employees. Join this webcast to learn why some projects fail and how you can avoid these pitfalls. You’ll explore how to use data to improve processes and sustain improvement, discover ways to avoid overlaying old processes on new technology, and more.  Learn more

Available Until: August 17, 2018

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Presented Live on August 16, 2017 – NCUA’s Net Economic Value (NEV) Supervisory Test “measures the relative degree of market risk inherent in a credit union’s balance sheet, under a prescribed interest rate shock scenario, using standardized non-maturity share values.” This webcast breaks down the NEV test and how various credit union decision-makers are beginning to address the test in their ALM process. You'll also learn ways to leverage the ALM process to improve profitability and relevancy. Learn more

Available Until: August 16, 2018

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Presented Live on August 3, 2017 – During this webcast, speakers from the CFPB will unveil and demonstrate the HMDA submission tool. They'll discuss that platform along with other tools that will assist with the data collection process and HMDA filing.  Learn more

Available Until: August 3, 2018

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Presented Live on August 2, 2017 – CECL has garnered most of the attention in our industry. However, you need to be aware of many other accounting standards affecting you too. Join this webcast to gain insight about these less talked about, but significant, standards, including their effective dates, and how they will impact credit unions. In addition, you’ll also explore the role of the private company council and its impact on your accounting standards. Learn more

Available Until: August 2, 2018

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Presented Live on August 1, 2017 – Dozens of new regulations, or amendments to regulations, require new credit union policies. Yet regulators often fail to specify if board action is required regarding a credit union policy. Several years ago, NAFCU published an analysis of which policies require action—and due to popular demand, we're updating it and bringing our new analysis to you! Join this webcast to learn how the definition of policy varies between credit unions, examiners, and regulators. Learn more

Available Until: August 1, 2018

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Presented Live on July 19, 2017 – Understanding the basic requirements of the new current expected credit loss (CECL) standard is crucial to identifying the key steps and actions you must take to have a successful implementation. This webcast will provide a general understanding of CECL requirements, and will help your implementation efforts by exploring key steps to start the process efficiently.  Learn more

Available Until: July 19, 2018

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Presented Live on July 19, 2017 – FASB’s new CECL guidelines for loan loss reserves provide a wide range of flexibility in implementation options. However, it’s difficult to assess the best options for your credit union, as well as the potential impact and trade-offs. NAFCU, along with Allied Solutions and OnApproach, has teamed up with the scientists at Deep Future Analytics to test a series of 5 models for implementing the new loan loss rules based on real data.  Learn more

Available Until: July 19, 2018

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Presented Live on July 13, 2017 – An initiative to attract and engage the next generation of members is at the top of most credit union strategy lists. Understanding Millennials' attitudes around finances is key for credit unions to develop effective products, programs and services that will entice generation Y to take action. Learn more

Available Until: July 13, 2018

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Presented Live on July 12, 2017 – Implementing the proper steps for dispute resolution into your policies and procedures can save your credit union from lawsuits. This webcast will provide you with an understanding of how to identify disputes and respond to them in a way that complies with the relevant regulations. Learn more

Available Until: July 12, 2018

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Presented Live on June 28, 2017 – Learn more about the NCBSO designation, its benefits and best practices for exam prep. Join Devon Lyon, NAFCU's Director of Education for this short webcast on how best to prepare for the NAFCU Certified Bank Secrecy Officer Designation.  Learn more

Available Until: June 28, 2018

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Presented Live on June 27, 2017 – Prior to the Risk Management Seminar, enhance your preparation for the NCRM exam with this informative, FREE webcast. Join NAFCU's Director of Education, Devon Lyon, to learn how you can ace the exam and receive your prestigious NCRM designation.  Learn more

Available Until: June 27, 2018

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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

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