Webinar Calendar

July 2026

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30

Jul 1

Branch Opening, Closing & Security: Strengthening Controls, Reducing Risk

2

3

4

5

6

Transitioning to a New SC Auditor: From RFP to Selection to Audit Findings

7

Safeguarding Your Credit Union From Foreign Cyber Attacks IRA Series: IRA Transfers, Rollovers & Conversions

8

Trump Accounts A to Z: Minor Account & Employee Benefit ChatGPT Risks & Rules for HR Professionals: Using AI Without Violating Laws, Regulations, Ethics, or Privacy

9

Collection Series: Maximizing Today's Collections Technology

10

11

12

13

Avoiding the Most-Cited Lending & Deposit Compliance Violations

14

Field of Membership & Account Ownership in Practice: Options, Opportunities & Operational Requirements Teller Excellence Series: Security, Fraud & BSA Red Flags

15

Payment Apps, Disputes & Reg E BSA & OFAC Summer Update

16

Simplifying the Compliance Function: Tools & Checklists to Stay on Track Call Report Series: Financial Accounting & Reporting

17

18

19

20

Job-Specific Compliance Training for Deposit Operations Third-Party Risk in the Fintech Age: Oversight, Contracts & Contingency Planning

21

Notary Essentials: Compliance, Virtual Notarizations & Legal Requirements Fraud Series: Top 10 IT Frauds: Risks & Protection Strategies

22

Decoding Digital Payments Writing Consumer & Fiduciary Account Manual Procedures

23

Commercial Credit Analyst Series: Mastering Financial Statement Analysis for Commercial Lending

24

25

26

27

Information Security Officer Essentials: What Every ISO Must Know

28

Failure to File SARs: Sex Trafficking & Big Settlements ACH Specialist Series: ACH Warranties & Indemnities

29

TRID Compliance for New Lenders & Processors

30

Artificial Intelligence (AI) & Models: Impact on Compliance & Best Practices

31

1

2

July 2026 Webinars

Wednesday

Jul 1

Branch Opening, Closing & Security: Strengthening Controls, Reducing Risk

Branch Opening, Closing & Security: Strengthening Controls, Reducing RiskBranch Opening, Closing & Security: Strengthening Controls, Reducing Risk

July 1, 2026

Presenter Leslie Nicely

Monday

Jul 6

Transitioning to a New SC Auditor: From RFP to Selection to Audit Findings

Transitioning to a New SC Auditor: From RFP to Selection to Audit FindingsTransitioning to a New SC Auditor: From RFP to Selection to Audit Findings

July 6, 2026

Presenter David A. Reed

Tuesday

Jul 7

Safeguarding Your Credit Union From Foreign Cyber Attacks

Safeguarding Your Credit Union From Foreign Cyber AttacksSafeguarding Your Credit Union From Foreign Cyber Attacks

July 7, 2026

Presenter Shelli Clarkston

Tuesday

Jul 7

IRA Transfers, Rollovers & Conversions

IRA Transfers, Rollovers & ConversionsIRA Transfers, Rollovers & Conversions

July 7, 2026

Presenter Loni Porta

Wednesday

Jul 8

Trump Accounts A to Z: Minor Account & Employee Benefit

Trump Accounts A to Z: Minor Account & Employee BenefitTrump Accounts A to Z: Minor Account & Employee Benefit

July 8, 2026

Presenter Deborah L. Crawford

Wednesday

Jul 8

ChatGPT Risks & Rules for HR Professionals: Using AI Without Violating Laws, Regulations, Ethics, or Privacy

ChatGPT Risks & Rules for HR Professionals: Using AI Without Violating Laws, Regulations, Ethics, or PrivacyChatGPT Risks & Rules for HR Professionals: Using AI Without Violating Laws, Regulations, Ethics, or Privacy

July 8, 2026

Presenter Nancy Flynn

Thursday

Jul 9

Maximizing Today's Collections Technology

Maximizing Today's Collections TechnologyMaximizing Today's Collections Technology

July 9, 2026

Presenter David A. Reed

Monday

Jul 13

Avoiding the Most-Cited Lending & Deposit Compliance Violations

Avoiding the Most-Cited Lending & Deposit Compliance ViolationsAvoiding the Most-Cited Lending & Deposit Compliance Violations

July 13, 2026

Presenter Dawn Kincaid

Tuesday

Jul 14

Field of Membership & Account Ownership in Practice: Options, Opportunities & Operational Requirements

Field of Membership & Account Ownership in Practice: Options, Opportunities & Operational RequirementsField of Membership & Account Ownership in Practice: Options, Opportunities & Operational Requirements

July 14, 2026

Presenter David A. Reed

Tuesday

Jul 14

Security, Fraud & BSA Red Flags

Security, Fraud & BSA Red FlagsSecurity, Fraud & BSA Red Flags

July 14, 2026

Presenter Leslie Nicely

Wednesday

Jul 15

Payment Apps, Disputes & Reg E

Payment Apps, Disputes & Reg EPayment Apps, Disputes & Reg E

July 15, 2026

Presenter Emily Nelson

Wednesday

Jul 15

BSA & OFAC Summer Update

BSA & OFAC Summer UpdateBSA & OFAC Summer Update

July 15, 2026

Presenter Deborah L. Crawford

Thursday

Jul 16

Simplifying the Compliance Function: Tools & Checklists to Stay on Track

Simplifying the Compliance Function: Tools & Checklists to Stay on TrackSimplifying the Compliance Function: Tools & Checklists to Stay on Track

July 16, 2026

Presenter Molly Stull

Thursday

Jul 16

Financial Accounting & Reporting

Financial Accounting & ReportingFinancial Accounting & Reporting

July 16, 2026

Presenter Stephen J.M. Schiltz

Monday

Jul 20

Job-Specific Compliance Training for Deposit Operations

Job-Specific Compliance Training for Deposit OperationsJob-Specific Compliance Training for Deposit Operations

July 20, 2026

Presenter Molly Stull

Monday

Jul 20

Third-Party Risk in the Fintech Age: Oversight, Contracts & Contingency Planning

Third-Party Risk in the Fintech Age: Oversight, Contracts & Contingency PlanningThird-Party Risk in the Fintech Age: Oversight, Contracts & Contingency Planning

July 20, 2026

Presenter David A. Reed

Tuesday

Jul 21

Notary Essentials: Compliance, Virtual Notarizations & Legal Requirements

Notary Essentials: Compliance, Virtual Notarizations & Legal RequirementsNotary Essentials: Compliance, Virtual Notarizations & Legal Requirements

July 21, 2026

Presenter Shelli Clarkston

Tuesday

Jul 21

Top 10 IT Frauds: Risks & Protection Strategies

Top 10 IT Frauds: Risks & Protection StrategiesTop 10 IT Frauds: Risks & Protection Strategies

July 21, 2026

Presenter David Anderson

Wednesday

Jul 22

Decoding Digital Payments

Decoding Digital PaymentsDecoding Digital Payments

July 22, 2026

Presenter Kari Kronberg

Wednesday

Jul 22

Writing New Account Manual Procedures

Writing Consumer & Fiduciary Account Manual ProceduresWriting Consumer & Fiduciary Account Manual Procedures

July 22, 2026

Presenter Deborah L. Crawford

Thursday

Jul 23

Mastering Financial Statement Analysis for Commercial Lending

Mastering Financial Statement Analysis for Commercial LendingMastering Financial Statement Analysis for Commercial Lending

July 23, 2026

Presenter Robert L. Viering

Monday

Jul 27

Information Security Officer Essentials: What Every ISO Must Know

Information Security Officer Essentials: What Every ISO Must KnowInformation Security Officer Essentials: What Every ISO Must Know

July 27, 2026

Presenter Amy McHugh

Tuesday

Jul 28

Failure to File SARs: Sex Trafficking & Big Settlements

Failure to File SARs: Sex Trafficking & Big SettlementsFailure to File SARs: Sex Trafficking & Big Settlements

July 28, 2026

Presenter Deborah L. Crawford

Tuesday

Jul 28

ACH Warranties & Indemnities

ACH Warranties & IndemnitiesACH Warranties & Indemnities

July 28, 2026

Presenter Eric Wester

Wednesday

Jul 29

TRID Compliance for New Lenders & Processors

TRID Compliance for New Lenders & ProcessorsTRID Compliance for New Lenders & Processors

July 29, 2026

Presenter Dawn Kincaid

Thursday

Jul 30

Artificial Intelligence (AI) & Models: Impact on Compliance & Best Practices

Artificial Intelligence (AI) & Models: Impact on Compliance & Best PracticesArtificial Intelligence (AI) & Models: Impact on Compliance & Best Practices

July 30, 2026

Presenter Carl Pry

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