Operations

NAFCU Certified Risk Manager (NCRM) Program

Certification Credits for CPAs

August 18, 2020 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

August 20, 2020 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

August 27, 2020 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

September 01, 2020 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