Education & Training For
Executive Leadership
Gain insights and keep your credit union at the top of its game with educational resources and events designed for credit union executive leadership.
Certifications & Education Credits
Earn prestigious certifications and education credits through NAFCU's training programs.
NAFCU Certified Risk Manager (NCRM) Program
Certification
Certification Credits for CPAs
Certification
View all of NAFCU's certifications and training certificates.
Conferences
Add to Calendar 2020-05-06 08:00:00 2020-05-08 18:00:00 CEOs and Senior Executives Conference NAFCU’s 2020 CEOs and Senior Executives Conference in Rancho Mirage in Palm Springs, California, May 6 – 8, is the event for top-level credit union executives to come together for candid conversation with fellow industry leaders. Take a seat at the table by defining the issues and agenda credit unions—and NAFCU—should follow in order to pave the path for growth and success in today’s and tomorrow’s financial services realm. Your feedback is a powerful platform to help us drive the direction of our industry. All in an ideal environment for top credit union leaders to problem-solve, re-energize, and network. Save $200 when you register with code CEOSAVINGS by March 13, 2020! Rancho Mirage in Palm Springs, California NAFCU digital@nafcu.org America/New_York public
CEOs and Senior Executives Conference
Rancho Mirage in Palm Springs, California
EVENT CANCELED
conference
Add to Calendar 2020-06-23 08:00:00 2020-06-26 18:00:00 53rd Annual Conference and Solutions Expo The program at NAFCU’s 53rd Annual Conference & Solutions Expo, June 23-26, 2020 in Vancouver, Canada, is designed for your entire leadership team to learn, workshop and strategize together. Discover megatrends in the most important topics affecting credit unions, so your board and executive team can implement the most successful 5-year growth plan possible. You'll receive updates, ideas, and best practices, from a robust network of experts and peers who’ll help you make a solid plan for the future. All in the vibrant city Condé Nast Traveler ranked one of the Best Cities in the World for two years running. And it’s no wonder why: this Canadian city is famous for its snow-capped mountains, deep blue sea, stunning skyscraper skyline, fresh-off-the-boat seafood, and so much more! Vancouver, Canada NAFCU digital@nafcu.org America/New_York public
53rd Annual Conference and Solutions Expo
Vancouver, Canada
conference
Add to Calendar 2020-09-13 08:00:00 2020-09-16 17:00:00 Congressional Caucus In today's uncertain political environment, you can make more of a difference than ever. Protect your members by advocating on their behalf on Capitol Hill. Your insights will help Congress understand why and how it needs to act against harmful regulatory burdens and make sure credit unions have a seat at the table when determining future laws that govern our industry. We make it easy by offering you the most personal access to lawmakers and regulators of any credit union advocacy event. Join us at the premier credit union lobbying event of the year, September 13 - 16, 2020 in Washington DC, and engage with lawmakers on behalf of credit unions. Washington, D.C. NAFCU digital@nafcu.org America/New_York public
Congressional Caucus
Washington, D.C.
conference
Add to Calendar 2020-09-28 08:00:00 2020-10-02 17:00:00 Management and Leadership Institute Advance Your Career as a Credit Union Leader Faster NAFCU’s 2020 Management and Leadership Institute, September 28 - October 2, 2020, in Annapolis, Maryland, will help you take your career to the next level. This intensive, five-day program will position you to lead your credit union into the future. You'll learn exactly what you need to be a highly successful leader who has what it takes to run a successful credit union. You'll be trained by the industry's most successful CEOs and experts, and work in groups to apply your learnings to case studies. All in a more affordable, more convenient format than competing leadership programs. Annapolis, Maryland NAFCU digital@nafcu.org America/New_York public
Management and Leadership Institute
Annapolis, Maryland
conference
Add to Calendar 2020-10-19 08:00:00 2020-10-21 17:00:00 Lending Conference Get trained by the industry's most successful lenders, from multiple asset sizes and regions, so you can benefit from a diverse slate of solutions. Via case studies, panels and discussions, you'll receive the best practices, ideas and strategies—and the tactics necessary to implement them at your credit union. San Diego, California NAFCU digital@nafcu.org America/New_York public
Lending Conference
San Diego, California
conference
Add to Calendar 2020-10-27 08:00:00 2020-10-29 18:00:00 Risk Management Seminar About this conference Identify, Measure and Master Risk at Your Credit Union Credit union risks are evolving; your risk management training should evolve too. Join us at NAFCU’s Risk Management Seminar, October 27 – 29, 2020 in Atlanta, GA. Understand and prepare for the most serious internal and external threats facing your credit union, from interest rate risk to compliance, strategic, credit, and reputational risks. This is an essential conference for you to acquire current risk management methodologies and implementation best practices, so you can help keep your credit union safe. Attending the seminar and earning the NAFCU Certified Risk Manager (NCRM) designation (additional fee applies) is an excellent way to demonstrate to NCUA and FinCEN that you're dedicated to protecting your credit union against money laundering threats. Atlanta, GA NAFCU digital@nafcu.org America/New_York public
Risk Management Seminar
Atlanta, GA
conference
Add to Calendar 2020-12-09 09:00:00 2020-12-11 18:00:00 Credit Union CFO Summit CFOs: join us to take advantage of the actionable information, best practices and stronger connections you need to advance your credit union further. We’ve spent the past year talking to credit union CFOs so we can give you exactly the content you need. Save $200 when you register with code CFOSAVINGS by October 9, 2020. Ft. Lauderdale, Florida NAFCU digital@nafcu.org America/New_York public
Credit Union CFO Summit
Ft. Lauderdale, Florida
conference
Upcoming Webinars
Add to Calendar 2020-04-01 14:00:00 2020-04-01 14:00:00 FCRA – Furnisher Responsibilities and Credit Reporting Compliance The accuracy of credit reporting is scrutinized by examiners and is a frequent subject in litigation. This webinar will provide a review of the Fair Credit Reporting Act’s requirements for furnishing information accurately and with integrity. We’ll also discuss how to design a compliance program to meet those requirements. Key Takeaways Identify and avoid key risks when furnishing credit reporting information Learn how to proactively detect potential credit reporting issues before they pose a significant risk Anticipate examiner expectations regarding credit reporting policies and procedures Discuss consumer disputes regarding the accuracy of reported information Review recent litigation regarding the accuracy of credit reporting Register Now$295 Members | $395 Nonmembers (Additional $50 for CD) One registration gives your entire credit union access to the on-demand recording until April 1, 2021.Already registered? Go to the Online Training Center to view live. Who Should Attend? NAFCU Certified Compliance Officers (NCCOs) NAFCU Certified Risk Managers (NCRMs) Compliance staff Risk management staff Legal staff 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: Identify and avoid key risks when furnishing credit reporting information. Learn how to proactively detect potential credit reporting issues before they pose a significant risk. Anticipate examiner expectations regarding credit reporting policies and procedures. Discuss consumer disputes regarding the accuracy of reported information. Review recent litigation regarding the accuracy of credit reporting. 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 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
FCRA – Furnisher Responsibilities and Credit Reporting Compliance
Credits: NCCO, NCRM, CPE
Webinar
Add to Calendar 2020-04-02 14:00:00 2020-04-02 14:00:00 INVEST IN DEI – Diversity, Equity and Inclusion in Credit Unions Diversity, equity and inclusion are business imperatives critical to the achievement of the credit union mission. Exactly what are diversity, equity and inclusion as they relate to credit union operations, staffing and mission? Why is there such a buzz around DEI lately? Should we be part of this initiative and how do we get started? This webinar will provide a baseline understanding of diversity, equity and inclusion and explore how DEI is a strategic competitive advantage that benefits your credit union, your members and the community you serve. Key Takeaways Understand what diversity, equity and inclusion are and why they’re important to your credit union Explore the benefits of incorporating DEI into your credit union Hear directly from credit union leaders who will share their DEI challenges and opportunities Learn how using the Credit Union Diversity Self-Assessment can assist with establishing or enhancing your DEI program Review the DEI resources for credit unions Register Now$295 Members | $395 Nonmembers (Additional $50 for CD) Already registered? Go to the Online Training Center to view live. Who Should Attend? Presidents and Chief Executive Officers Human Resources staff Executive Vice Presidents and Chief Operating Officers Marketing staff Education Credits This webinar doesn't qualify for any continuing education credits recognized by NAFCU or NASBA. 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
INVEST IN DEI – Diversity, Equity and Inclusion in Credit Unions
Postponed Date TBD
Webinar
Add to Calendar 2020-05-28 14:00:00 2020-05-28 14:00:00 Identifying & Integrating Affordable Homeownership Opportunities Owning a home is one of the cornerstones of building wealth. Learn more about efforts to make mortgage credit for affordable home ownership more accessible in communities across the U.S through homebuyer education and readiness. Working together to solve affordability issues provides everyone an opportunity to partner, create and develop innovative solutions for borrowers, and to strengthen communities. Key Takeaways Review homebuyer survey “What do consumers know about the mortgage qualification criteria” Understand how to address consumer knowledge gap Learn how to turn prospects into borrowers through education Discuss how you can reinforce your role as a trusted advisor Review three housing markets posing persistent challenges Register Now$295 Members | $395 Nonmembers (Additional $50 for CD)One registration gives your entire credit union access to the on-demand recording until May 28, 2021.Already registered? Go to the Online Training Center to view live. Who Should Attend? Registrants for NAFCU’s 2020 Lending Conference Executive Management Lending staff Marketing staff Business Development staff Operation staff Education Credits CPA credit information is below; recommended 1.5 CPE credits. CPA Certification Credit Information Reviewer: Josie Collins, Education Manager, NAFCU Learning Objectives: Review homebuyer survey “What do consumers know about the mortgage qualification criteria”. Understand how to address consumer knowledge gap. Learn how to turn prospects into borrowers through education. Discuss how you can reinforce your role as a trusted advisor. Review three housing markets posing persistent challenges.. 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 - 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
Identifying & Integrating Affordable Homeownership Opportunities
Credits: CPE
Webinar
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