NAFCU Calendar

Browse the NAFCU Calendar for important dates, deadlines and training opportunities for credit unions, including credit union compliance deadlines, important regulatory dates, NAFCU research survey deadlines, NAFCU webcasts, conferences and more. Check the topics you're interested in and click the submit button to filter your calendar results.

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March 2017

Merging Sales Culture with Member Service

March 2, 2017 | Free Live Webinar
2:00 PM - 3:00 PM

Find out how your credit union can create and sustain a top-notch service culture throughout your organization. During this session, you'll learn how to better develop and engage your employees so they ultimately develop engaged members, which will help improve your credit union’s bottom-line.

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Annual Awards Entry Deadline

March 3, 2017

Last day to enter a credit union, CEO, professional and/ or volunteer for NAFCU's Annual Award to be presented at NAFCU's Annual Conference.

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Research Survey Due: Economic & CU Monitor

March 8, 2017

The NAFCU member survey of the Economic & CU Monitor is due. We rely on your survey responses for our industry analysis and legislative advocacy efforts on behalf of all credit unions. Click "more information" for links to the survey.

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Enterprise-Wide BSA Compliance: All for One and One for All

March 9, 2017 | Live Webcast
2:00 PM - 2:30 PM

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.

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The Ever-Changing Card Fraud Landscape

March 9, 2017 | Free Live Webinar
2:00 PM - 3:00 PM

During this session, you will learn about current and upcoming card fraud trends that are impacting issuers. You'll also discover ways to protect your institution.

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Breaking Down the NCCO Exam

March 14, 2017 | FREE On-Demand Webcast

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 will go over best practices on how to tackle the NCCO exam.

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SAFE Act and Mortgage Loan Originator Training

March 15, 2017 | Live Webcast
2:00 PM - 2:30 PM

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. Join this webcast to satisfy your annual SAFE training requirements.

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Early Registration Deadline: Board of Directors and Supervisory Committee Conference

March 17, 2017

Register by this date to get $200 off your registration with promo code BOARDSAVINGS.

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Member Business Lending for Board Members

March 21, 2017 | Live Webcast
2:00 PM - 3:30 PM

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!

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Effective Loan Application Review

March 21, 2017 | Free Live Webinar
2:00 PM - 3:00 PM

During this session, expert presenter MaryKay Scully reviews the form 1003. You will learn how to ensure completeness and accuracy before the file is formally processed.

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The Fundamental Expectations of OFAC

March 22, 2017 | Live Webcast
2:00 PM - 3:30 PM

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.

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The World in 2020: Harness the Power of Technology

March 22, 2017 | Free Live Webinar
2:00 PM - 3:00 PM

During this session, expert presenter Stacy Styles breaks down the top drivers of change that should be on credit union's radar when building a strategy looking towards the year 2020.

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Collaboration is Key to Manage Fraud Risk

March 29, 2017 | Free Live Webinar
2:00 PM - 3:00 PM

This webinar will share examples of how compliance and fraud management can work hand in hand to prevent and respond to fraud, so you can gain insights on how your financial institution may work towards adopting a global enterprise risk management strategy.

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NAFCU Member Call-In

March 29, 2017 | Member-only Call
4:00 PM - 5:00 PM

NAFCU's March 29 Member Call-In, "Q1 Advocacy Update," will feature NAFCU President and CEO Dan Berger and senior staff providing a comprehensive look at the latest on credit union regulatory relief at the federal level.

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Financial Fitness Strategies for Executives – Part 1

March 30, 2017 | Free Live Webinar
2:00 PM - 3:00 PM

Given complex retirement plans and tax codes, credit union executives face certain challenges to ensure all of their benefits from various sources work together to create the retirement they envisioned. This webinar will provide an overview of executive benefits and strategies on how to coordinate and maximize executive benefits.

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April 2017

Early Registration Deadline: Annual Conference and Solutions Expo

April 14, 2017

Register by this date to get $200 off your registration with promo code ANNUALSAVINGS.

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Regulatory Compliance School

April 10 - 14, 2017 | Arlington, Virginia

NAFCU's 2017 Regulatory Compliance School, April 10-14 in Arlington, VA, provides essential training for credit union compliance staff. We'll cover important regulations like regs B, C, CC, D, E and Z, as well as teach you about the governing bodies for credit unions – the CFPB and NCUA.

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Comments Due to NAFCU: NCUA Alternative Capital ANPR

April 25, 2017

The National Credit Union Administration (NCUA), has released an Advance Notice of Proposed Rulemaking (ANPR) to solicit feedback on potential alternative capital frameworks.

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CEOs and Senior Executives Conference

April 26 - 28, 2017 | Miami Beach, Florida

The conference for credit union executives to network, learn leading strategies and re-energize for the future.

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May 2017

Board of Directors and Supervisory Committee Conference

May 1 - 4, 2017 | Charleston, South Carolina

As an effective volunteer leader, you're passionate about the success of your credit union. Hone your skills and enhance your knowledge even more at NAFCU's 2017 Board of Directors and Supervisory Committee Conference. You'll also enhance your spirit. Charleston is a visual feast of cobblestone streets, horse-drawn carriages, historic landmarks, and antebellum architecture. This conference puts you right in the middle of it!

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June 2017

Early Registration Deadline: Risk Management Seminar

June 9, 2017

Register by this date to get $200 off your registration with promo code RISKSAVINGS.

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Early Registration Deadline: BSA Seminar

June 9, 2017

Register by this date to get $200 off your registration with promo code BSA17SAVINGS.

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50th Annual Conference and Solutions Expo

June 13 - 16, 2017 | Honolulu, HI

Celebrate an important milestone for NAFCU and get expert insight into how to help your credit union can succeed in the next 50 years at our 50th Annual Conference and Solutions Expo in Hawaii.

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July 2017

Early Registration Deadline: Congressional Caucus

July 14, 2017

Register by this date to get $200 off your registration with promo code CAUCUSSAVINGS.

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BSA Seminar

July 24 - 27, 2017 | Denver, CO

Advance your career and compliance know-how with top-notch credit union BSA training at NAFCU's new BSA Seminar + Certification. You'll learn the latest trends in money laundering and best practices to keep your credit union safe.

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August 2017

Early Registration Deadline: Regulatory Compliance Seminar

August 11, 2017

Register by this date to get $200 off your registration with promo code SEM17SAVINGS.

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Paul Revere Award Entry Deadline

August 11, 2017

The Paul Revere Award is given to the credit union grassroots advocate of the year. This award is intended for the advocate who regularly and effectively trumpets the battle cry of the credit union community. Submit your nominations now!

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Early Registration Deadline: Fall Regulatory Compliance School

August 11, 2017

Register by this date to get $200 off your registration with promo code FALLSAVINGS.

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Early Registration Deadline: Management and Leadership Institute

August 18, 2017

Register by this date to get $200 off your registration with promo code MLI17SAVINGS.

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September 2017

Congressional Caucus

September 10 - 13, 2017 | Washington, D.C.

Join us in D.C. to help stop harmful regulatory burdens. Advocate for credit union issues on Capitol Hill at NAFCU's Congressional Caucus, offering a more personal, intimate connection with your lawmakers than any other event.

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NACHA Compliance Deadline: Same Day ACH Phase 2

September 15, 2017

NACHA has finalized a change to its operating guidelines that will enable same-day processing of virtually any ACH payment under $25,000.

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Early Registration Deadline: Lending Conference

September 22, 2017

Register by this date to get $200 off your registration with promo code LENDSAVINGS.

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October 2017

Management and Leadership Institute

October 2 - 6, 2017 | San Diego, California

This program has long been a top choice for credit union professionals seeking a deeper understanding of credit union strategic planning and developing top-notch leadership and management skills. You will learn in an interactive environment, including a mixture of classroom discussions, case studies and proactive strategy sessions. If you are looking to take the next step in your credit union career, this is the program for you.

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Regulatory Compliance Seminar

October 10 - 13, 2017 | San Diego, CA

Learn about the hottest credit union compliance topics, including detailed analyses of new and future regulations. Led by industry-leading experts, you'll get the scoop on what's hot now and what's coming up in credit union regulatory compliance.

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January 2018

CFPB Compliance Deadline: HMDA (Regulation C) Phase 2

January 1, 2018

The Consumer Financial Protection Bureau (CFPB) has issued a final rule making several substantive revisions to Regulation C’s reporting requirements under the Home Mortgage Disclosure Act (HMDA).

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March 2018

Strategic Growth Conference

March 5 - 7, 2018 | Nashville, Tennesse

Credit union growth fueled by big ideas for a better bottom line. Discover the latest, most innovative credit union growth strategies, from new digital marketing tactics to inventive loan growth programs at the NAFCU 2018 Strategic Growth Conference.

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NACHA Compliance Deadline: Same Day ACH Phase 3

March 16, 2018

NACHA has finalized a change to its operating guidelines that will enable same-day processing of virtually any ACH payment under $25,000.

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