Education & Training For
Operations
Stay on top of critical trends and learn from experts and peers with educational resources specifically for building exceptional credit union operations.
Certifications & Education Credits
Earn prestigious certifications and education credits through our training programs.
NAFCU Certified Risk Manager (NCRM) Program
Certification
Certification Credits for CPAs
Certification
View our certifications and training certificates.
Conferences
Add to Calendar 2024-09-16 09:00:00 2024-09-19 12:00:00 CFO Summit + CFO Forum Secure the Solutions You Need to Achieve Success As a CFO, you're at the helm of your credit union's financial strategy. Join your peers from around the country September 17 - 19 in Greenville, SC for the 2024 CFO Summit. Strategically designed with input from a committee of experienced credit union CFOs, this conference is also well-suited for Controllers, Treasurers, VPs, SVPs, and EVPs of finance. Plus! Earn 13.0 CPEs (Finance-Technical)! Greenville, SC NAFCU digital@nafcu.org America/New_York public
CFO Summit + CFO Forum
Greenville, SC
conference
Add to Calendar 2024-10-21 08:00:00 2024-10-25 17:00:00 Management and Leadership Institute Advance Your Career as a Credit Union Leader Faster The 2024 Management and Leadership Institute, October 21 - 25, 2024, 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. Annapolis, MD NAFCU digital@nafcu.org America/New_York public
Management and Leadership Institute
Annapolis, MD
conference
Add to Calendar 2024-09-16 08:00:00 2024-10-31 17:00:00 Risk Management Seminar On Demand Identify, Measure and Master Risk at Your Credit Union As the financial landscape continues to shift, so do the risks facing credit unions. Stay ahead of the game and protect your credit union from emerging threats by attending the America's Credit Unions Risk Management Seminar, held from August 13 - 15, 2024 in Columbus, OH, right in the heart of the Midwest. Unlock the knowledge you need to tackle the most serious internal and external challenges confronting your credit union today. From interest rate risk to compliance, strategic, credit, and reputational risks – we've got you covered! On-Demand NAFCU digital@nafcu.org America/New_York public
Risk Management Seminar On Demand
On-Demand
conference
Add to Calendar 2024-11-03 05:01:00 2024-11-06 17:00:00 Lending Conference Thank you for your interest in the Lending Conference. We’re excited to combine the legacies of NAFCU’s Lending Conference and CUNA’s Lending Council Conference to create the nation’s premier credit union lending event. Plan to join us in Nashville, Tennessee, November 3 – 6, 2024. Nashville, TN NAFCU digital@nafcu.org America/New_York public
Lending Conference
Nashville, TN
conference
Featured Resources
Add to Calendar 2024-03-26 09:00:00 2024-03-26 09:00:00 Ensuring Safety and Soundness with AI Listen On: Key Takeaways: [03:48] The regulators are very focused on fairness in lending especially when it comes to using AI and outside models. The industry is moving very fast. [08:25] Articulating a business use case and how partnering with a Fintech can support it is the first step in having a successful conversation with your board. [10:30] Talk to your account executive at your Fintech and have them help you overcome objections. [15:01] Plan for oversight. It is not set and forget it. Your regulators are going to want to know how you are overseeing that from a 3rd party risk management standpoint. [15:47] Have a handle on your reserves and capacity for lending and start small and grow slowly. Web NAFCU digital@nafcu.org America/New_York public
Ensuring Safety and Soundness with AI
preferred partner
Upstart
Podcast
Add to Calendar 2024-02-28 09:00:00 2024-02-28 09:00:00 Navigating the Threat of Social Engineering and Misinformation Listen On: Key Takeaways: [1:01] What is threat intelligence, and why is it important to CUs? [2:14] What are threat intelligence feeds, and what role do they play in strengthening CUs? [4:41] Leveraging threat feeds and integrating intelligence into tools is crucial. [6:35] Learn what threat CUs should be most concerned about. [7:39] Phishing is ever-evolving, and user awareness is critical. [10:43] Learn how Defense Storm uses feeds to protect its customers. [13:28] Threat intelligence is not as complicated as some think; initiation can be easy through Slack, discussions, and a reporting culture. Web NAFCU digital@nafcu.org America/New_York public
Navigating the Threat of Social Engineering and Misinformation
preferred partner
DefenseStorm
Podcast
Add to Calendar 2024-02-15 14:00:00 2024-02-15 14:00:00 Financial Well-Being Solutions: Helping Credit Unions Maintain Their Edge About the Webinar Gain insights from members on their financial concerns and needs across generations and leverage solutions and recommendations to improve your member experience. Takeaways: Better understand your member’s financial concerns across generations. Gain access to our interactive toolkit that highlights research results and recommendations to support your member’s financial well-being. Use the information to teach your staff how they can better support your member's financial well-being. Register Here Web NAFCU digital@nafcu.org America/New_York public
Financial Well-Being Solutions: Helping Credit Unions Maintain Their Edge
preferred partner
Securian Financial
Webinar
Add to Calendar 2024-02-12 09:00:00 2024-02-12 09:00:00 Retaining Key Positions During Mergers and Acquisitions Listen On: Key Takeaways: [01:01] The number of credit unions has been steadily decreasing for the past 20 years. In 2004, there were just over 9,000 credit unions and today there are about 4800 credit unions. There are a number of reasons for consolidation in the industry. [02:48] What can be said about the future of credit union mergers and acquisitions is that the conditions are right for increased activity. [04:57] If you lose key positions your availability to take care of your members is at risk. [06:49] From a non-monetary perspective it is simply the opportunity cost of losing members and tarnishing your reputation in the marketplace if the merger causes service issues. [07:25] The key consideration: Who do you need before, during, and after a merger to continue serving your existing and new members well? Web NAFCU digital@nafcu.org America/New_York public
Retaining Key Positions During Mergers and Acquisitions
preferred partner
Gallagher
Podcast
Add to Calendar 2024-01-30 14:00:00 2024-01-30 14:00:00 Today's Homeowners Insurance Tracking : A Member-Centric e-Solution About the Webinar For more than 20 years, lender-placed tracking practices have remained stagnant. Digital advancements have since made it easier to make the mortgage tracking experience faster and more effective for everyone involved, especially the borrower, by minimizing noise and reducing false placements. Key Takeaways: The current state of lender-placed tracking methodologies False placement reductions Effects of carrier exits on risks and servicing issues Register Here Web NAFCU digital@nafcu.org America/New_York public
Today's Homeowners Insurance Tracking : A Member-Centric e-Solution
preferred partner
Allied Solutions
Webinar
Annual Report
Page
NAFCU Lending Network
Connect. Share. Discuss. Grow.
An online peer-to-peer network for NAFCU member credit union staff who are responsible for lending. Learn More