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2010 Learning Center Calendar

 

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2010

Year at a Glance

 

January

01/06 - Dealing with Power of Attorney & Living Trust Documents Webinar   

01/07 - Interpreting Credit Reports for Sales Opportunities QuickBite
01/12 - Reg CC TeleCourse

01/12 - IRA Essentials School

01/13 - IRA Advanced School

01/13 - Top 10 Reasons Your Member May Not Be Fully Insured by NCUSIF Webinar

01/14 - Suspicious Activity Reports (SARs):Investigating, Decision-Making & Filing Webinar
01/14 - Robbery Prevention & Response Strategies: the FBI Safecatch Model

01/20 - Mortgage Lending: Compliance & Safety/Soundness Requirements
01/21 - Creating ROI With Generations X and Y QuickBite

01/25 to 01/26 - Tech Mecca 2010 in Austin, TX

01/26 - Website Compliance QuickBite

01/27- New ACH Authorization & Return Rules Effective March 19, 2010 Webinar
01/28 - Compass Leadership Series: The Role of Trust

 

Februaryebruary

02/02 - Preventing Sexual Harassment QuickBite

02/03 - Northern NM Chapter Traning in Santa Fe, NM

02/03 - Auditing for RESPA Compliance Webinar

02/04 - Legal Issues Day

02/04 - Teller Regs TeleCourse

02/07 to 02/09 - Western States Volunteers Conference

02/09 - Succession Planning Webinar

02/10 - Notary Essentials & Legalities Webinar

02/10 - FACT ACT QuickBite

02/11 - Selling from the Drive-Thru & Teller Windows Webinar

02/17 - Reading & Understanding Personal Tax Returns: Schedules B, C & D Webinar

02/18 - Reg Z QuickBite

02/23 - Fair Lending QuickBite

02/23 - Implementing FACT Act Accuracy & Integrity Rules Webinar

02/24 - New Member Account Interview: Due Diligence & CIP Webinar

 

March

03/02 - Improve Your Memory Forever QuickBite

03/03 - Directors & the ALLL Webinar

03/04 - IRA Telecourse

03/10 - Members & Trust Accounts Webinar

03/10 - Call Center Lending Opportunities QuickBite

03/16 - Organic Growth at the Front-Line Level Webinar

03/17 - UBIT Issues QuickBite

03/17 - Financial Privacy & GLBA Update Webinar

03/17 & 03/18 - SWACHA ACH BootCamp

03/24 - Regularions D & E for Frontline Staff Webinar

03/25 - Achieving Sales Results With Your Team QuickBite

03/25 - RESPA/HMDA Webinar

03/30 - Understanding Minor Accounts QuickBite

03/31 - Reading & Understanding Personal Tax Returns: Schedules E & F Webinar

 

April

04/06 - Credit Checks/Conducting Background Checks QuickBite

04/07 - Understanding Signature Cards & Account Agreements Webinar

04/07 - Financial Counseling for Loan Officers TeleCourse

04/14 - Lending to Small Businesses (Including SBA Loans) Webinar

04/20 - Writing Policies for Loan Workouts & Collections Webinar

04/21 - Telephone Etiquette QuickBite

04/22 - Saving Money by Going Green Webinar

04/28 - How Your Member's Bankruptcy Filing Affects Your Credit Union Webinar

04/28 to 04/29 - Lending School

 

May

05/05 - Understanding Credit Union Financial Statements: For Directors/Volunteers Webinar

05/11 - Supervising a Diverse Workforce QuickBite

05/12 - Stregthening Your Credit Union's Loan Review Program Webinar

05/13 - Teller Essentials TeleCourse

05/19 - BSA QuickBite

05/19 - Handling Return Items: Checks/Share Drafts, Imaged, ACH Webinar

05/20 - Reg CC- Funds Availability Made Easy Webinar

05/26 - FBI Crime Days

05/26 - Repossession, Notice & Sale of Collateral on Personal Property Webinar

05/27 - CU Alternatives to Predatory Car Loans QuickBite

 

June

06/02 - Reg E QuickBite

06/02 - Call Report Preparation & Filing Webinar

06/02 to 06/04 - 51st Annual Meeting and Convention

06/04 & 06/05 - REAL Solutions Workshop

06/08 - Bankruptcy TeleCourse

06/09 - Resolving the New Accounts Dilemma: Compliance & Security vs. Sales & Service

06/15 - TILA/Reg Z/HELOC Webinar

06/16 - Safe Deposit Fundamentals Webinar

06/16 - Cell Phones: Our Future Wallets QuickBite

06/22 -Profressionalism in the Workplace QuickBite

06/23 - Preventing Losses on the Frontline & in the Call Center Webinar

06/29 - Trust Accounts Webinar

06/30 - Key Financial Ratios Everyone & the BOD Should Know QuickBite

06/30 - Handling Right of Set Off: What You Need to Know Webinar 

 

July

07/07 - Legal Loan Application Under the Revised Reg Z & RESPA Rules Webinar

07/08 - The Hispanic Opportunity QuickBite

07/13 - Processing Federal Government ACH Payments: Getting it Right! Webinar

07/14 - Collections TeleCourse

07/21 - Safe Deposit Security, Liability & Self Service Boxes QuickBite

07/21 - Early Warning Signs of Problem Loans Webinar

07/27 - How your CU Can Be More Attractive to Young Adult Members QuickBite

07/28 - Vendor & Third-Party Due Diligence

 

August

08/04 - Your Credit Union's Responsibilities & Liability When Check Fraud Occurs Webinar

08/05 - Growth Strategies: Retention is the New Acquisition QuickBite

08/11 - How to Increase Loan Approvals TeleCourse

08/11 - UCC Issues: What Every Lending Should Know Webinar

08/18 - Lending to the Self-Employed QuickBite

08/18 - Opening Deposit Accounts Online Webinar

08/18 & 08/19 - Compliance School

08/19 - Head Teller Development Webinar

08/24 - How to Out-Sell What Your Competitors Can't QuickBite

08/25 - Credit Reports & Scores Webinar

 

September

09/01 - Decedent AccountsQuickBite

09/02 - Compliance Risk for Directors Webinar

09/08 - Subpoenas, Summonses, Levies & Other Demands for Member Funds Webinar

09/09 - The Growing Role of Market Segmentation QuickBite

09/14 - Innovations on Business Continuity QuickBite

09/15 - Legal Aspects of Checks/Share Drafts Webinar

09/22 - Account Administration TeleCourse

09/22 - Your Fair Lending Exam Webinar

09/23 to 09/24 - Fall Leadership Conference

09/23 - Account Basics for Credit Unions Webinar

09/25 - Supervisory Committee Training Day

09/29 - Managing Employee Absenteeism & Tardiness Webinar

09/29 - Rethinking your Current Business Development Tactics

 

October

10/05 - TILA- A Practical Understanding of Obligations under TILA/Z Webinar

10/06 - BSA for the Front Line QuickBite

10/07 - Advertising Compliance Webinar

10/13 - Conducting the 2010 ACH Audit Webinar

10/14 - Telephone Collection Tips QuickBite

10/18 to 10/20 - 2010 Credit Union Call Center Conference

10/19 - Coaching & Performance Management TeleCourse

10/20 - Managing & Monitoring High-Risk Accounts Webinar

10/21 - Social Media & Your Media Mix QuickBite

10/27 - Emerging Trends & Risks-Serving Members Remotely QuickBite

10/27 - Assisting with Member Credit Report Disputes Webinar

10/28 - How to Avoid the Top 10 Real Estate Lending Compliance Violations Webinar

 

November

11/03 - Internal Fraud Hotspot Awareness for Managers & Supervisors Webinar

11/09 - Red Flags of Internal Fraud QuickBite

11/10 - Basics of Regulation B for Credit Unions Webinar

11/10 & 11/11 - Bankruptcy and Collections School

11/16 - Employee Handbooks TeleCourse

11/17 - Business Accounts: Who is Authorized to Open, Close & Transact? Webinar

11/18 - Secrets of Boomer Retirees Revealed QuickBite

11/18 - Your Credit Union's Business Documents Webinar

11/23 - Sub Prime Lending Solutions/Alternatives QuickBite

 

December

12/01 - Understanding the ALLL: Getting it Right! Webinar

12/02 - Member Business Loans QuickBite

12/07 - Tips for Terrific Talking QuickBite

12/09 - Hired, Fired or Inbetween: Legal Aspects of Employment Law Webinar

12/14 - Electronic Records: What to Keep, Delete and What Holds Up in Court Webinar

12/15 - 25 Essential BSA Issues Webinar

12/21 - The "C" Word- Change at Your CU QuickBite