Partner News

July 31, 2020

Economic and CU Monitor (Special Topic: Qualified Mortgages) - July 2020

July 24, 2020 Add to Calendar 2020-07-24 14:00:00 2020-07-24 14:00:00 Navigating the LIBOR Transition as a Credit Union Are you considering the impact to your credit union based on the transition from LIBOR to SOFR? Looking to understand more about the nuances for credit unions in navigating the transition? Join Bloomberg as they provide an overview of this period of change for benchmark interest rates. PROGRAM UNDERWRITTEN BY   Key Takeaways Understand the SOFR and how it compares to other money market rates Discuss the evolution of SOFR-linked financial instruments Review the implications for fixed income instruments currently referencing LIBOR Walk through the development of term fixings and potential alternatives to SOFR Purchase Now$295 Members | $395 Nonmembers (Additional $50 for CD) One registration gives your entire credit union access to the on-demand recording until July 24, 2021.Already registered? Go to the Online Training Center to view live. Who Should Attend? Presidents and Chief Executive Officers Chief Financial Officers Finance staff Education Credits CPA credit information is below; recommended 1.5 CPE credits. CPA Certification Credit Information Reviewer: Josie Collins, Education Manager, NAFCU Learning Objectives: Understand the SOFR and how it compares to other money market rates. Discuss the evolution of SOFR-linked financial instruments. Review the implications for fixed income instruments currently referencing LIBOR. Walk through the development of term fixings and potential alternatives to SOFR. 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

Navigating the LIBOR Transition as a Credit Union

Credits: CPE

July 13, 2020 Add to Calendar 2020-07-13 14:00:00 2020-07-13 14:00:00 How to Strengthen Your Credit Union’s Compliance Culture The compliance culture of an organization is very important. It’s not about purely ticking the box to appease regulators. It’s something, that if done right, can have real positive impact for your organization. If done wrong, the culture and regulatory impact can be severe. Don’t get into this predicament. During this webinar, we’ll discuss best practices for strengthening your credit union’s compliance culture. PROGRAM UNDERWRITTEN BY   Key Takeaways Identify enhancement opportunities in your compliance culture through a needs analysis Create different strategic approaches that can have a big impact on your compliance culture Design an atmosphere that reduces the amount of risk in your organization Ensure effectiveness measurements are created to identify problematic areas and learn from lessons past Purchase Now$295 Members | $395 Nonmembers (Additional $50 for CD)One registration gives your entire credit union access to the on-demand recording until July 13, 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 Legal staff Audit staff 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: Identify enhancement opportunities in your compliance culture through a needs analysis. Create different strategic approaches that can have a big impact on your compliance culture. Design an atmosphere that reduces the amount of risk in your organization. Ensure effectiveness measurements are created to identify problematic areas and learn from lessons past.  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

How to Strengthen Your Credit Union’s Compliance Culture

Credits: NCCO, NCRM, CPE

June 30, 2020 Add to Calendar 2020-06-30 00:01:00 2020-06-30 00:01:00 Preparing for the NAFCU Certified Bank Secrecy Officer (NCBSO) Designation NAFCU's Certified Bank Secrecy Officer (NCBSO) designation can only be obtained during NAFCU's Virtual BSA School. It's the ideal achievement for people like you who protect your credit union against money laundering threats. It also demonstrates to NCUA and FinCEN that you are dedicated to BSA compliance. Don't miss this opportunity to learn more about the NCBSO designation, its benefits andbest practices for exam prep. Join NAFCU’s Senior Regulatory Affairs Counsel Kaley Schafer for this short webcast on how best to prepare for the NAFCU Certified Bank Secrecy Officer designation. PROGRAM UNDERWRITTEN BY   Key Takeaways Learn and review best practices to prepare for the NCBSO exam Explore the best use of study materials Learn about the study sessions Discover how to maximize your study time Register Now For On-Demand AccessRegistration is complimentary, but you must register to attend.One registration gives your entire credit union access to the on-demand recording until June 30, 2021.Already registered? Go to the Online Training Center to view live. Who Should Attend? BSA, AML, risk, auditing, legal, and operations staff Executive Management Credit Union Counsel Education Credits This webinar doesn't qualify for any continuing education credits recognized by NAFCU or NASBA. CPA Certification Credit Information Reviewer: Josie Collins, Education Manager, NAFCU Learning Objectives: Learn and review best practices to prepare for the NCBSO exam. Explore the best use of study materials. Learn about the study sessions. Discover how to maximize your study time. 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

Preparing for the NAFCU Certified Bank Secrecy Officer (NCBSO) Designation