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 2020-06-25 13:00:00 2020-06-25 17:00:00 State of the Industry Keep your credit union running strong in uncertain times NAFCU's State of the Industry, June 25, is a complimentary virtual event for credit union executives and board members to get the data, trends and takeaways you need now, so you can make the urgent decisions necessary to keep your operations running strong amid the pandemic—and plan for the future. You’ll hear some of the industry’s best minds dissect the current state of affairs and examine what’s coming next. A Virtual Event NAFCU digital@nafcu.org America/New_York public
State of the Industry
A Virtual Event
conference
Add to Calendar 2020-06-23 08:00:00 2020-06-26 18:00:00 53rd Annual Conference and Solutions Expo - CANCELED 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 - CANCELED
Vancouver, Canada
EVENT CANCELED
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, 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 2020-06-04 14:00:00 2020-06-04 14:00:00 BSA for Seasoned BSA Officers Without question, these are challenging times for BSA/AML officers, made even more challenging by the COVID-19 pandemic. The Bank Secrecy Act (BSA) was enacted in 1970 to combat organized crime and tax evasion. In the 1980s and 1990s, its focus became money laundering and narcotics trafficking, and then, after 9/11, it became a primary weapon against terrorist financing. The BSA has now evolved to include areas such as human trafficking, elder abuse, and a host of other financial crimes. At the same time, regulatory requirements and examiner expectations have continued to expand, adding to compliance costs and burdens. New technologies have emerged that could potentially increase the effectiveness and efficiency of the system, but also create vulnerabilities that can be exploited by criminals. Meanwhile, there is a growing consensus for BSA reform within the financial services industry, among the regulators, and in Congress, but reform efforts to date have been modest, and reform bills introduced in the Congress have stalled. During this webinar, we will discuss the latest regulatory guidance, and examiner expectations in the BSA/AML area. We will also discuss emerging high-risk areas provide practical advice on how to navigate the issues and mitigate risks. This webinar will provide seasoned BSA officers with a better understanding of the challenges they face, and discuss ways to ensure that they meet those challenges. PROGRAM UNDERWRITTEN BY Key Takeaways Understand how BSA/AML requirements and examiner expectations continue to evolve and expand, increasing compliance costs and challenges Review how modern technology can increase effectiveness and efficiencies, but also create vulnerabilities Discuss the consensus for BSA reform within the financial services industry, and among regulators and legislators Identify how the COVID-19 pandemic creates its own set of challenges in the BSA/AML area Register Now$295 Members | $395 Nonmembers (Additional $50 for CD)One registration gives your entire credit union access to the on-demand recording until June 4, 2021.Already registered? Go to the Online Training Center to view live. Who Should Attend? NAFCU Certified Bank Secrecy Officers (NCBSOs) NAFCU Certified Compliance Officers (NCCOs) NAFCU Certified Risk Managers (NCRMs) BSA, AML staff Risk, audit, fraud staff Education Credits NCBSOs will receive 1.5 CEUs for participating in this webinar. 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, Education Manager, NAFCU Learning Objectives: Understand how BSA/AML requirements and examiner expectations continue to evolve and expand, increasing compliance costs and challenges. Review how modern technology can increase effectiveness and efficiencies, but also create vulnerabilities. Discuss the consensus for BSA reform within the financial services industry, and among regulators and legislators. Identify how the COVID-19 pandemic creates its own set of challenges in the BSA/AML area. 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
BSA for Seasoned BSA Officers
Credits: NCCO, NCRM, NCBSO, CPE
Program underwritten by Franklin Madison
Webinar
Add to Calendar 2020-06-08 11:00:00 2020-06-08 11:00:00 NAFCU Roadshow: Issues Facing New York-based Credit Unions During COVID-19 Please join us on Monday, June 8, at 11:00am ET as we host a special webinar for New York-based credit unions. During the webinar, NAFCU President and CEO Dan Berger will discuss what credit unions should expect in the coming months amid the COVID-19 pandemic and what NAFCU is doing to help credit unions during this difficult time. COVID-19 isn’t stopping NAFCU from what we do best: engaging with credit unions. Key Takeaways Review the Small Business Administration’s Paycheck Protection Program; Discuss regulatory relief; Learn more about what’s happening on your behalf in meetings with the NCUA and CFPB; Walk through market-specific performance trends; And more! Note: The information in this webinar is tailored to New York-based credit unions. Register NowRegistration is complimentary, but you must register to attend.One registration gives your entire credit union access to the on-demand recording until June 8, 2021.Already registered? Go to the Online Training Center to view live. Who Should Attend? New York-based credit unions 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
NAFCU Roadshow: Issues Facing New York-based Credit Unions During COVID-19
Webinar
Add to Calendar 2020-06-08 14:00:00 2020-06-08 14:00:00 Debt Collection During the Pandemic and Beyond – Positioning for the Future During this session, we’ll discuss strategies for maximizing compliance and minimizing risk within your internal servicing and collection operations. We’ll also focus on the existing legal landscape, as well as projecting what comes next. PROGRAM UNDERWRITTEN BY Key Takeaways Review lessons learned from the 2008 recession for charting our course in the pandemic and beyond Gain knowledge and understanding on where credit unions and their collection partners fit into the current collections landscape Identify potential legal and compliance “hot spots” Discuss strategies for implementing effective loss mitigation, accommodation, and other compliance strategies Understand the impacts of the CARES Act on 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 June 8, 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 staff Audit 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: Review lessons learned from the 2008 recession for charting our course in the pandemic and beyond. Gain knowledge and understanding on where credit unions and their collection partners fit into the current collections landscape. Identify potential legal and compliance “hot spots”. Discuss strategies for implementing effective loss mitigation, accommodation, and other compliance strategies. Understand the impacts of the CARES Act on 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
Debt Collection During the Pandemic and Beyond – Positioning for the Future
Credits: NCCO, NCRM, CPE
Program underwritten by NAFCU Services Corporation
Webinar
Add to Calendar 2020-06-09 11:00:00 2020-06-09 11:00:00 NAFCU Roadshow: Issues Facing Texas-based Credit Unions During COVID-19 Please join us on Tuesday, June 9, at 11:00am ET (10:00am CST) as we host a special webinar for Texas-based credit unions. During the webinar, NAFCU President and CEO Dan Berger will discuss what credit unions should expect in the coming months amid the COVID-19 pandemic and what NAFCU is doing to help credit unions during this difficult time. COVID-19 isn’t stopping NAFCU from what we do best: engaging with credit unions. Key Takeaways Review the Small Business Administration’s Paycheck Protection Program; Discuss regulatory relief; Learn more about what’s happening on your behalf in meetings with the NCUA and CFPB; Walk through market-specific performance trends; And more! Note: The information in this webinar is tailored to Texas-based credit unions. Register NowRegistration is complimentary, but you must register to attend.One registration gives your entire credit union access to the on-demand recording until June 9, 2021.Already registered? Go to the Online Training Center to view live. Who Should Attend? Texas-based credit unions 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
NAFCU Roadshow: Issues Facing Texas-based Credit Unions During COVID-19
Webinar
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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.