Board & Supervisory Committees

November 15, 2018 Add to Calendar 2018-11-15 14:00:00 2018-11-15 14:00:00 Closing the Deal - Providing Your Members the Digital Mortgage Experience They Demand The digital mortgage transformation is underway, and with it comes an opportunity to support a greater, more efficient, and innovative customer experience. Come learn more about one of the key components of the transformation—eMortgages—and how and why eMortgages offer competitive advantage, speed, ease of use, and streamlined processes to your members. Raj Jagani, Fannie Mae’s eMortgage Product Development Manager, will share insights and answer questions about what Fannie Mae is hearing from its customers and key industry partners regarding electronic mortgages. Take advantage of this opportunity to hear more about the current landscape, five steps to getting started with ‘e,’ and tools and resources built to support your path forward with ‘e.’ SPONSORED BY   Key Takeaways Understand current myths and realities regarding eMortgage adoption Learn about the changing digital landscape and how eMortgages fit Identify resources available to position you to succeed  Define next steps and a possible implementation roadmap Discuss how borrower expectations and operational efficiencies necessitate the need to adopt Review driving benefits and defining value Walk through a demonstration of Fannie Mae’s eMortgage Calculator Purchase Now Registration is free, but you must register to attend. On-demand webinar available until November 15, 2019. Already registered? Go to the Online Training Center to view. Who Should Attend? Mortgage staff Lending, Marketing, Business Development and Operations staff 2018 Lending Conference Registrants Open to all credit unions, regardless of membership or charter type! Education Credits CPA credit information is below; recommended 1.5 CPE credits. CPA Certification Credit Information Reviewer: Josie Collins, Education Manager, NAFCU Learning Objectives:  The digital mortgage transformation is underway, and with it comes an opportunity to support a greater, more efficient, and innovative customer experience. Come learn more about one of the key components of the transformation—eMortgages—and how and why eMortgages offer competitive advantage, speed, ease of use, and streamlined processes to your members. 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: Management Services - Technical National Association of Federal 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

Closing the Deal - Providing Your Members the Digital Mortgage Experience They Demand

Credits: CPE | Sponsored by Triad

November 14, 2018 Add to Calendar 2018-11-14 14:00:00 2018-11-14 14:00:00 The Access Economy and Credit Unions: Banking Implications of Sharing and Collaborative Consumption Credit unions were way ahead of the curve at their inception – breaking the mold of traditional financial services and offering a collaborative approach to personal finance. But has the industry fallen behind when it comes to new ways of thinking? Entrepreneurs are capitalizing on the new trend of sharing – offering consumers worldwide access to pools of products and services, inspiring them to own less and share more with family, friends and even strangers. Credit unions can certainly learn from the latest trends and offerings that exist outside our industry by applying the same thoughts and strategies to personal finance. This session will help you understand how to leverage your mission, current resources, market position and member relationships into a competitive advantage in the economy of sharing and listening to the needs of your members. SPONSORED BY   Key Takeaways Learn more about what access economy is and the opportunities credit unions have in the financial industry Discuss financial ownership in the share movement Understand credit union impetus to create new products and services consistent with shared economy Walk through envisioned collective financial product and case studies Review recommendations for credit unions Purchase Now $295 Members | $395 Nonmembers (Additional $50 for CD) On-demand webinar available until November 14, 2019. Already registered? Go to the Online Training Center to view. Who Should Attend? Presidents and Chief Executive Officers Chief Operating Officers Board Members Board Chairs and Vice Chairs Marketing staff Business Development staff Open to all credit unions, regardless of membership or charter type! Education Credits CPA credit information is below; recommended 1.5 CPE credits. CPA Certification Credit Information Reviewer: Josie Collins, Education Manager, NAFCU Learning Objectives: Credit unions were way ahead of the curve at their inception – breaking the mold of traditional financial services and offering a collaborative approach to personal finance. But has the industry fallen behind when it comes to new ways of thinking? Entrepreneurs are capitalizing on the new trend of sharing – offering consumers worldwide access to pools of products and services, inspiring them to own less and share more with family, friends and even strangers. 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: Specialized Knowledge National Association of Federal 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

The Access Economy and Credit Unions: Banking Implications of Sharing and Collaborative Consumption

Credits: CPE | Sponsored by Q2

November 08, 2018 Add to Calendar 2018-11-08 14:00:00 2018-11-08 14:00:00 The State of Credit Union Succession & Leadership Watch the Webinar On-Demand The first-ever credit union industry-wide leadership study, which focuses on the most-relevant and most-timely leadership topics, is finally here. The NAFCU Leadership Study engages credit union leaders in robust discussions about issues and realities they face. Commissioned by NAFCU, BFB Gallagher, and DDJ Myers, this groundbreaking study identifies the trends, insights, and opportunities affecting leadership in today’s credit unions in terms of the following: CEO succession planning Women in CU leadership positions Sentiment regarding board compensation Succession planning for Board Chairs and directors Attendees to this webinar will walk away with a credit union industry research-based understanding of:  Hard data regarding the reality of CEO succession planning Board chair and CEO’s confidence in their identified CEO successor Board chair demographics and director position succession plan readiness  Executives’ perspective regarding the equity of advancement opportunity in the industry Board chairs, CEOs, and executives’ perspective on compensating board members for their contributions Provocative questions to stimulate the right leadership conversations at your credit union Web NAFCU digital@nafcu.org America/New_York public

The State of Credit Union Succession & Leadership