Operations

NAFCU Certified Risk Manager (NCRM) Program

Certification Credits for CPAs

April 19, 2021 Add to Calendar 2021-04-19 14:00:00 2021-04-19 14:00:00 CU Insurance Agency Builds Record Non-Interest Income About the Webinar Join us for this panel discussion about how Michigan First’s Insurance Agency generates non-interest income well ahead of their original 5 year plan. Hear how their agency was built to increase member share and create barriers to competitive advantage. Register for the Webinar Web NAFCU digital@nafcu.org America/New_York public

CU Insurance Agency Builds Record Non-Interest Income

April 20, 2021 Add to Calendar 2021-04-20 14:00:00 2021-04-20 14:00:00 Driving Auto Loan Success: 3 Risk Challenges Credit Unions Are Facing About the Webinar  The auto industry continues to show signs of growth and opportunity even through the pandemic. But new risks have also emerged in the last year. During this webinar we'll explore the latest trends and future prospects in the auto market, the risks you need to be aware of, and how to update your strategy for growth. We'll discuss how your credit union can get in the best position possible to monitor and mitigate future risk.  Key Takeaways:  How risk management changed in the face of a pandemic Strategies to anticipate and prepare for risk vulnerabilities and exposure Practical tactics for credit unions to implement in 2021 Register for the Webinar Web NAFCU digital@nafcu.org America/New_York public

Driving Auto Loan Success: 3 Risk Challenges Credit Unions Are Facing

April 27, 2021 Add to Calendar 2021-04-27 14:00:00 2021-04-27 14:00:00 Market Report: Why CUs Need to Offer Insurance Now About the Webinar Credit unions can be seen as real options for high value services like insurance and investments, but this isn't often recognized by their members. Join this discussion to learn how to weave insurance programs into your business model to earn incremental non-interest income. And hear why partnering with a third-party expert in insurance marketing can set you up for success in terms of product positioning, branding, marketing, and pricing. Key Takeaways: Why consumers don't often purchase insurance from their financial institutions, and how to change that  Which generations are most likely to purchase insurance from their financial institution What factors motivate consumers to purchase insurance Register for the Webinar Web NAFCU digital@nafcu.org America/New_York public

Market Report: Why CUs Need to Offer Insurance Now

May 13, 2021 Add to Calendar 2021-05-13 14:00:00 2021-05-13 14:00:00 BSA Training for Board The Bank Secrecy Act (BSA) remains an area of heightened concern and examiners continue to elevate compliance expectations for your credit union.  This webinar will address key components of BSA, Anti-Money Laundering (AML) and the Office of Foreign Asset Control (OFAC) compliance for your credit union.  It will provide basic understanding of the key components of the BSA as well as current examiner focus for compliance.   Key Takeaways Understand the basic requirements of the BSA Develop an understanding of BSA risks to apply to your credit union Anticipate examiner expectations and how to satisfy them Discuss risk assessment, due diligence, regulator focus and common issues 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 13, 2022.Already registered? Go to the Online Training Center to view live. Who Should Attend? Board members Board chairs and vice chairs Supervisory committee members Presidents/CEOs Executive assistants Education Credits NCCOs will receive 1.5 CEUs for participating in this webinar. NCRMs will receive 1.5 CEUs for participating in this webinar. NCBSOs will receive 1.5 CEUs for participating in this webinar. NCVEs 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: Understand the basic requirements of the BSA. Develop an understanding of BSA risks to apply to your credit union. Anticipate examiner expectations and how to satisfy them. Discuss risk assessment, due diligence, regulator focus and common issues. 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

BSA Training for Board

Credits: NCCO, NCRM, NCBSO, NCVE, CPE