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Today’s Board Essentials
Compliance, Directors, Human Resources, Senior Management
02/01/2023Starting
Feb 1, 2023
Series
Today’s Board Essentials Module 1: Director Liability: Fiduciary Duty & Duty of Care
Elizabeth Fast
Compliance, Directors, Human Resources, Senior Management
Elizabeth Fast02/01/2023Feb 1, 2023Webinar
Today’s Board Essentials Module 2: Restrictions on Loans to Directors
Elizabeth Fast
Compliance, Directors, Human Resources, Senior Management
Elizabeth Fast02/01/2023Feb 1, 2023Webinar
Today’s Board Essentials Module 3: The Board’s Role with BSA/AML/OFAC
Elizabeth Fast
Compliance, Directors, Human Resources, Senior Management
Elizabeth Fast02/01/2023Feb 1, 2023Webinar
Today’s Board Essentials Module 4: Implementing a Compliance Management System
Elizabeth Fast
Compliance, Directors, Human Resources, Senior Management
Elizabeth Fast02/01/2023Feb 1, 2023Webinar
Today’s Board Essentials Module 5: Fair Lending for Directors
Elizabeth Fast
Compliance, Directors, Human Resources, Senior Management
Elizabeth Fast02/01/2023Feb 1, 2023Webinar
Today’s Board Essentials Module 6: The Board’s Role with Cyber Security
Elizabeth Fast
Compliance, Directors, Human Resources, Senior Management
Elizabeth Fast02/01/2023Feb 1, 2023Webinar
Five Reasons to Prepare for 1071 Rules: Small Business Reporting for Women & Minority Owned Businesses
Susan Costonis
Collections, Compliance, Directors, Lending, Operations, Senior Management
Susan Costonis02/21/2023Feb 21, 2023Webinar
RTP & FedNow FAQs
Ashton Vandivert
Auditing & Accounting, Compliance, Directors, Frontline & New Accounts, Information Technology, Marketing, Operations, Senior Management
Ashton Vandivert03/06/2023Mar 6, 2023Webinar
Supervisory Priorities 2023
David A. Reed
Auditing & Accounting, Compliance, Directors, Senior Management
David A. Reed03/21/2023Mar 21, 2023Webinar
Cryptocurrency Regulatory Expectations & Guidance
Molly Stull
Auditing & Accounting, Compliance, Directors, Frontline & New Accounts, Information Technology, Marketing, Operations, Security & Fraud, Senior Management
Molly Stull04/13/2023Apr 13, 2023Webinar
Cannabis Banking: Hemp, MRBs & CBD Business Update
Dawn Kincaid
Compliance, Directors, Frontline & New Accounts, Lending, Marketing, Operations, Security & Fraud, Senior Management
Dawn Kincaid04/18/2023Apr 18, 2023Webinar
Business Writing Boot Camp, Including Critique of Your Own Writing Sample
Nancy Flynn
Auditing & Accounting, Collections, Compliance, Directors, Frontline & New Accounts, Human Resources, Information Technology, IRA, Lending, Marketing, Operations, Security & Fraud, Senior Management
Nancy Flynn05/17/2023May 17, 2023Webinar
Designing Right-Size Risk Assessments
Harrison Powers
Auditing & Accounting, Compliance, Directors, Senior Management
Harrison Powers05/23/2023May 23, 2023Webinar
Understanding Supervisory Committee Expectations & Avoiding Landmines
David A. Reed
Directors, Human Resources, Senior Management
David A. Reed05/30/2023May 30, 2023Webinar
Compliance Management Systems
Mary-Lou Heighes
Compliance, Directors, Human Resources, Information Technology, Operations, Senior Management
Mary-Lou Heighes06/06/2023Jun 6, 2023Webinar
Financial Literacy Part 1: How to Identify 7 Risks Using Financial Statements
Bryan Mogensen
Auditing & Accounting, Directors, Senior Management
Bryan Mogensen06/13/2023Jun 13, 2023Webinar
Top 10 Hot Spots on Compliance Exams
Molly Stull
Compliance, Directors, Senior Management
Molly Stull06/14/2023Jun 14, 2023Webinar
FFIEC Cybersecurity Assessments: Recent Findings & Recommendations
John Moeller
Auditing & Accounting, Compliance, Directors, Frontline & New Accounts, Human Resources, Information Technology, Operations, Security & Fraud, Senior Management
John Moeller 06/22/2023Jun 22, 2023Webinar
Handling Consumer Complaints & Disputes Fairly & Accurately
David A. Reed
Collections, Compliance, Directors, Frontline & New Accounts, Human Resources, Marketing, Operations, Senior Management
David A. Reed06/29/2023Jun 29, 2023Webinar
Treasury Management: A Powerful Tool to Increase Deposits & Fee Income
Marcia Malzahn
Auditing & Accounting, Directors, Frontline & New Accounts, Information Technology, Lending, Marketing, Operations, Senior Management
Marcia Malzahn07/18/2023Jul 18, 2023Webinar
Marijuana Policy & Best Practices: Handling Employee Medical & Recreational Use
Nancy Flynn
Compliance, Directors, Frontline & New Accounts, Human Resources, Lending, Marketing, Operations, Security & Fraud, Senior Management
Nancy Flynn08/02/2023Aug 2, 2023Webinar
Financial Literacy Part 2: How to Interpret Key Ratios, Risks & Reporting
Bryan Mogensen
Auditing & Accounting, Directors, Senior Management
Bryan Mogensen08/10/2023Aug 10, 2023Webinar
Measuring the ROI of Your Digital Marketing Strategy
Eric Cook
Directors, Frontline & New Accounts, Human Resources, Information Technology, Lending, Marketing, Senior Management
Eric Cook08/17/2023Aug 17, 2023Webinar
Strategic Planning for Credit Unions
Marcia Malzahn
Auditing & Accounting, Compliance, Directors, Human Resources, Marketing, Operations, Senior Management
Marcia Malzahn08/21/2023Aug 21, 2023Webinar
ECOA & Fair Lending: Examiner Hot Buttons
Elizabeth Fast
Collections, Compliance, Directors, Lending, Senior Management
Elizabeth Fast09/07/2023Sep 7, 2023Webinar
Understanding CAMELS Components & Risk
David A. Reed
Compliance, Directors, Senior Management
David A. Reed09/27/2023Sep 27, 2023Webinar
Stress Testing Your Loan Portfolio
Robert L. Viering
Collections, Directors, Lending, Operations, Senior Management
Robert L. Viering10/12/2023Oct 12, 2023Webinar
Introduction to Call Reports: Overview, Focus & Internal Controls
Stephen J.M. Schiltz
Auditing & Accounting, Directors, Human Resources, Operations, Senior Management
Stephen J.M. Schiltz10/17/2023Oct 17, 2023Webinar
Banking Legal Marijuana Businesses
David A. Reed
Compliance, Directors, Frontline & New Accounts, Lending, Marketing, Operations, Security & Fraud, Senior Management
David A. Reed10/31/2023Oct 31, 2023Webinar
Robbery: Prevention, Safety & Current Threats
Carol Dodgen
Auditing & Accounting, Collections, Compliance, Directors, Frontline & New Accounts, Human Resources, Information Technology, IRA, Lending, Marketing, Operations, Security & Fraud, Senior Management
Carol Dodgen11/01/2023Nov 1, 2023Webinar
CECL... One Year In
Robert L. Viering
Auditing & Accounting, Compliance, Directors, Lending, Operations, Senior Management
Robert L. Viering12/12/2023Dec 12, 2023Webinar
BSA for Officers & Directors
Mary-Lou Heighes
Compliance, Directors, Human Resources, Senior Management
Mary-Lou Heighes12/14/2023Dec 14, 2023Webinar
Board Secretary: Documenting Minutes, Corrections & Disagreements
Dawn Kincaid
Directors, Human Resources, Senior Management
Dawn Kincaid12/19/2023Dec 19, 2023Webinar
*POSTPONED* - The New NCUA Requirement for Succession Planning
Tim Harrington
Compliance, Directors, Human Resources, Senior Management
Tim HarringtonOn-DemandWebinar
Call Report Update & Avoiding Costly Mistakes
Stephen J.M. Schiltz
Auditing & Accounting, Directors, Operations, Senior Management
Stephen J.M. SchiltzOn-DemandStreamed
Jan 10, 2023
Webinar
FedNow Risk Assessments & Fraud Controls
Kevin Olsen
Auditing & Accounting, Compliance, Directors, Information Technology, Operations, Security & Fraud, Senior Management
Kevin OlsenOn-DemandStreamed
Dec 14, 2022
Webinar
Board Reporting Best Practices, Requirements, Delivery, Risk & More
Dawn Kincaid
Auditing & Accounting, Compliance, Directors, Senior Management
Dawn KincaidOn-DemandStreamed
Dec 7, 2022
Webinar
Board Secretary Procedural & Compliance Responsibilities
Dawn Kincaid
Compliance, Directors, Senior Management
Dawn KincaidOn-DemandStreamed
Dec 1, 2022
Webinar
BSA Essentials for the Board & Senior Management
Dawn Kincaid
Compliance, Directors, Human Resources, Senior Management
Dawn KincaidOn-DemandStreamed
Nov 17, 2022
Webinar
Preparing for FedNow: Participants, Connection Options, Liquidity Management & More
Kevin Olsen
Auditing & Accounting, Compliance, Directors, Frontline & New Accounts, Information Technology, Lending, Marketing, Operations, Senior Management
Kevin OlsenOn-DemandStreamed
Nov 10, 2022
Webinar
Performance-Based Compensation Strategies for Credit Unions
Michael Blanchard
Directors, Human Resources, Senior Management
Michael BlanchardOn-DemandStreamed
Nov 2, 2022
Webinar
Financial Accounting & Reporting
Stephen J.M. Schiltz
Auditing & Accounting, Directors, Senior Management
Stephen J.M. SchiltzOn-DemandStreamed
Nov 1, 2022
Webinar
Robbery Basics & Beyond
Carol Dodgen
Auditing & Accounting, Collections, Compliance, Directors, Frontline & New Accounts, Human Resources, Information Technology, IRA, Lending, Marketing, Operations, Security & Fraud, Senior Management
Carol DodgenOn-DemandStreamed
Oct 26, 2022
Webinar
Auditing Call Reports
Stephen J.M. Schiltz
Auditing & Accounting, Directors, Senior Management
Stephen J.M. SchiltzOn-DemandStreamed
Oct 20, 2022
Webinar
Preparing for Examination Under the Mortgage Servicing Rules
David A. Reed
Compliance, Directors, Lending, Operations, Senior Management
David A. ReedOn-DemandStreamed
Oct 12, 2022
Webinar
Merger Considerations Under the New Merger Rules: Who Gets What & When
David A. Reed
Auditing & Accounting, Directors, Senior Management
David A. ReedOn-DemandStreamed
Sep 22, 2022
Webinar
The Way Forward to MORE Time: How to Manage Your Time, Instead of It Managing You
Debbie Peterson
Auditing & Accounting, Collections, Compliance, Directors, Frontline & New Accounts, Human Resources, Information Technology, IRA, Lending, Marketing, Operations, Security & Fraud, Senior Management
Debbie PetersonOn-DemandStreamed
Aug 31, 2022
Webinar
Characteristics of Strong Risk Assessments: Tools to Monitor & Report Results
Marcia Malzahn
Auditing & Accounting, Compliance, Directors, Senior Management
Marcia MalzahnOn-DemandStreamed
Aug 11, 2022
Webinar
Advanced Financial Literacy for New & Experienced Directors: ALM Primer & Financial Accounting & Risk Issues
Tim Harrington
Directors, Human Resources, Senior Management
Tim HarringtonOn-DemandStreamed
Aug 9, 2022
Webinar
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