Education & Certification

August 27, 2019 Add to Calendar 2019-08-27 14:00:00 2019-08-27 14:00:00 Overdrafts and Error Resolution Procedures This presentation will review the regulatory requirements and practical considerations related to overdrafts and error resolution.  Recently, there has been a rise in litigation and claims related to disclosures made for overdrafts and associated practices.  We will review the applicable requirements for overdrafts and error resolution protocol to ensure that responsible overdraft programs are in place to protect not only the credit union but its members.  Key Takeaways: Understand the importance of Regulation E’s safe harbors Learn how to maintain clear terminology in account agreements to avoid claims based on ambiguity Identify suitable policies and procedures that should be implemented to ensure compliance Understand how examiner training and secondary disclosure review will help minimize process errors Review card chargebacks and electronic transfer issues Discuss currently litigated issues posing the most risk to credit unions  Register Now $295 Members | $395 Nonmembers (Additional $50 for CD) One registration gives your entire credit union access to the on-demand recording until July 30, 2020. Already registered? Go to the Online Training Center to view. Who Should Attend? NAFCU Certified Compliance Officers (NCCOs) NAFCU Certified Risk Managers (NCRMs) Compliance staff Risk staff Credit Union Staff Attorneys Education Credits NCCOs will receive 1.5 CEUs for participating in this webinar. NCRMs will receive 1.5 CEUs for participating in this webinar. CPA credit information is below; recommended 1.5 CPE credits. CPA Certification Credit Information Reviewer: Josie Collins, Associate Director of Education, NAFCU Learning Objectives: Understand the importance of Regulation E’s safe harbors.  Learn how to maintain clear terminology in account agreements to avoid claims based on ambiguity.  Identify suitable policies and procedures that should be implemented to ensure compliance.  Understand how examiner training and secondary disclosure review will help minimize process errors.  Review card chargebacks and electronic transfer issues.  Discuss currently litigated issues posing the most risk to credit unions. Program Level: Basic Prerequisites Needed: None Advance Preparation Needed: None Delivery Method: Group Internet-Based Recommended CPE Credits: 1.5 credits Recommended Field of Study: Regulatory Ethics - Technical National Association of Federally-Insured Credit Unions (NAFCU) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. Learn more. About Our Webinars Our webinars are streamed live from NAFCU headquarters near Washington, D.C. Your audio/video feed of the presenters includes presentation slides and downloadable handouts. You can easily submit your questions to the presenters at any time during the live broadcast, with no dialing over the phone! The audio and video stream directly through your computer. Web NAFCU digital@nafcu.org America/New_York public

Overdrafts and Error Resolution Procedures

Credits: NCCO, NCRM, CPE

August 27, 2019 Add to Calendar 2019-08-27 14:00:00 2019-08-27 14:00:00 Omni-Channel Marketing Trends for Member Insurance While credit unions are focused on digital for their core products, they are missing a big opportunity by not focusing on an omni-channel approach, which is a key strategic move for enhancing member loyalty and achieving growth. What exactly is omni-channel marketing, and how can it be a key differentiator for a credit union? How do credit unions with limited resources communicate with their members in the way that they prefer to buy? Join this webinar to learn about the importance of implementing an omni-channel approach to increase member loyalty and achieve growth. Web NAFCU digital@nafcu.org America/New_York public

Omni-Channel Marketing Trends for Member Insurance