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 2020-09-14 13:00:00 2020-09-15 17:30:00 Virtual Congressional Caucus This is a virtual, online event. Advocate for Credit Union Success by Engaging with Capitol Hill. NAFCU’s 2020 Virtual Congressional Caucus is designed as an online event. In today's uncertain political environment, you can make more of a difference than ever, even from your home or office. You’ll protect your members by advocating on their behalf via conference call with your members of Congress. 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. We’ll set up calls for you with your members of Congress whenever it’s most convenient for your team—whether that’s before, during or after NAFCU’s Virtual Congressional Caucus. That’s in addition to a spectacular lineup of speakers including Dr. Condoleezza Rice, members of Congress, regulators, NAFCU and other key stakeholders. Join us online at the premier credit union advocacy event of the year, September 14 - 15, 2020. A Virtual Event NAFCU digital@nafcu.org America/New_York public
Virtual Congressional Caucus
A Virtual Event
Signature Sponsor:
CUNA Mutual Group
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, Georgia NAFCU digital@nafcu.org America/New_York public
Risk Management Seminar
Atlanta, Georgia
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
Add to Calendar 2021-03-08 08:00:00 2021-03-10 18:00:00 Strategic Growth Conference Drive your revenue to the next level with NAFCU’s 2021 Strategic Growth Conference in Nashville, Tennessee, March 8 - 10. You’ll experience the latest, most innovative credit union growth strategies, from new digital marketing tactics and millennial-engagement strategies to inventive loan growth programs. All from the industry’s best, and in a city ranked in the “Top 15 Cities in the U.S.” by Travel + Leisure’s World’s Best Awards. Nashville, Tennessee NAFCU digital@nafcu.org America/New_York public
Strategic Growth Conference
Nashville, Tennessee
conference
Add to Calendar 2021-05-12 08:00:00 2021-05-14 18:00:00 CEOs and Senior Executives Conference NAFCU’s 2021 CEOs and Senior Executives Conference in Key West, Florida, May 12 – 14 is the industry’s top event for credit union CEOs and senior executives to come together for candid conversations. You’ll join together with your peers to exchange ideas and solve common challenges. Plus gain fresh insights from industry experts on building a better credit union. You’ll return to the office feeling reenergized, reinvigorated, deeply focused, and full of new ideas to share with your staff. Key West, Florida NAFCU digital@nafcu.org America/New_York public
CEOs and Senior Executives Conference
Key West, Florida
conference
Add to Calendar 2021-07-27 08:00:00 2021-07-30 18:00:00 54th Annual Conference and Solutions Expo The program at NAFCU’s 54th Annual Conference & Solutions Expo, July 27-30, 2021 in Savannah, Georgia, is designed for your entire leadership team to learn, workshop and strategize together. Discover mega trends in the most important topics affecting credit unions, so your board and executive team can implement the most successful 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 ranked a “Top 5 U.S. City” in Travel + Leisure’s World’s Best Awards for four years running. This charming city is famous for its moss-draped oaks, cobblestone streets, quaint architecture, delicious Southern cuisine, and so much more! Savannah, Georgia NAFCU digital@nafcu.org America/New_York public
54th Annual Conference and Solutions Expo
Savannah, Georgia
conference
Upcoming Webinars
Add to Calendar 2020-08-18 14:00:00 2020-08-18 14:00:00 Social Media – All Platforms Should Not Be Treated Equally All platforms should not be treated equally. From Facebook to Instagram to Tik Tok, where does your credit union fit in the digital world? Take a deeper dive into understanding current social media trends so your credit union can better engage with your membership, especially since they are more than likely using social media. Key Takeaways Understand all of the various social platforms to target and post meaningful content within each platform Discuss where you are socially lacking, and determine if your credit union should be adding more social media platforms Evaluate your social media strategy moving forward, to reach current and future generations Register Now$295 Members | $395 Nonmembers (Additional $50 for CD)One registration gives your entire credit union access to the on-demand recording until August 18, 2021.Already registered? Go to the Online Training Center to view live. Who Should Attend? Vice President and Senior Vice President of marketing Marketing staff Social media staff Education Credits 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 all of the various social platforms to target and post meaningful content within each platform. Discuss where you are socially lacking, and determine if your credit union should be adding more social media platforms. Evaluate your social media strategy moving forward, to reach current and future generations. 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: Communications and Marketing – Non-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
Social Media – All Platforms Should Not Be Treated Equally
Credits: CPE
Webinar
Add to Calendar 2020-08-20 14:00:00 2020-08-20 14:00:00 Opening Membership Accounts Online What policies and procedures should you and your credit union have in place to minimize compliance and fraud risk when you open new member accounts online? Your compliance risk escalates when a new member comes to your credit union through the Internet instead of in person. If ESIGN requirements are not met, your contracts could be void. There are also regulations like Truth-in-Savings and Privacy that require disclosures at account opening that need to be considered. Learn what guidelines should be included in your policies and procedures to control your risk without sacrificing new member convenience. Key Takeaways Review disclosure and opt-in requirements under ESIGN Discuss regulatory requirements for opening accounts Identify various types of accounts that can be opened online, and those that should NOT be opened online Understand the importance of a highly detailed audit trail Register Now$295 Members | $395 Nonmembers (Additional $50 for CD)One registration gives your entire credit union access to the on-demand recording until August 20, 2021.Already registered? Go to the Online Training Center to view live. Who Should Attend? NAFCU Certified Compliance Officers (NCCOs) NAFCU Certified Bank Secrecy Officers (NCBSOs) NAFCU Certified Risk Managers (NCRMs) Compliance staff BSA staff Risk staff Legal staff Education Credits NCCOs will receive 1.5 CEUs for participating in this webinar. NCBSOs 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: Review disclosure and opt-in requirements under ESIGN. Discuss regulatory requirements for opening accounts. Identify various types of accounts that can be opened online, and those that should NOT be opened online. Understand the importance of a highly detailed audit trail. 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
Opening Membership Accounts Online
Credits: CPE
Webinar
Add to Calendar 2020-08-27 15:00:00 2020-08-27 15:00:00 Export Financing for Your Small Business Members The growth of commercial lending has created opportunities for credit unions to support small business members. One great opportunity is the ability to support small business exporters with working capital loans that can be guaranteed through the Export-Import Bank of the United States (EXIM), an independent federal agency that promotes and supports American jobs by providing competitive and necessary export credit to support sales of U.S. goods and services to international buyers. This guarantee helps protect your credit union against borrower nonpayment. What’s even better is that an EXIM guaranteed working capital loan is exempt from the member business cap of 12.25%. Join us for a brief webinar to learn how your credit union can leverage EXIM’s Working Capital Loan Guarantee to support your small business member exporters while minimizing risk. Key Takeaways Learn about the role of the Export Import Bank of the United States (EXIM) Review how a working capital loan guarantee from EXIM can help your credit union provide additional support to its business members while reducing risk Discuss what a Delegated Authority Lender is and how to become one Register NowRegistration is complimentary, but you must register to attend.Already registered? Go to the Online Training Center to view live. Who Should Attend? Chief Executive Officer (CEO) Chief Lending Officer (CLO) Chief Operations Officer (COO) VP Business Lending VP Business Membership Business Lending Staff Lending 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
Export Financing for Your Small Business Members
Webinar
Add to Calendar 2020-09-01 14:00:00 2020-09-01 14:00:00 Budgeting When Your Crystal Ball is Broken Budgeting has never been more difficult. Some feel it is hard enough to figure out what will happen next week, let alone set targets for the following year. Others, although feeling challenged, are finding that understanding potential future paths create ideas and helps them take better actions today. Consider the mindset that you would want as you approach forecasting in this unprecedented environment. This webinar will prepare institutions to budget for 2021 and beyond as we cover: recent case studies to help demonstrate the importance of testing multiple financial paths; the budget time-frame and value of extending your time horizon; and how to bring the leadership team together and better connect the budget process to strategy. Key Takeaways Understand the mindset shift in the approach to more dynamic budgeting Discuss examples of how to adjust communication to handle an unexpected environment Review a list of important ideas and what-ifs to consider when preparing your budget Register Now$295 Members | $395 Nonmembers (Additional $50 for CD)One registration gives your entire credit union access to the on-demand recording until September 1, 2021.Already registered? Go to the Online Training Center to view live. Who Should Attend? Chief Executive Officers (CEOs) Executive Vice Presidents (EVPs) Chief Financial Officers (CFOs) Education Credits 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 mindset shift in the approach to more dynamic budgeting. Discuss examples of how to adjust communication to handle an unexpected environment. Review a list of important ideas and what-ifs to consider when preparing your budget. 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: Finance - 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
Budgeting When Your Crystal Ball is Broken
Credits: CPE
Webinar
Featured Resources
Salary Comparison Report
Report
NAFCU CFO Network
Join candid and meaningful discussions, receive real-time feedback, read insights from your peers and NAFCU staff, find helpful resources—and more when you explore the NAFCU CFO Network.