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Upcoming Webinars

Tabletop Exercise –Threats to Your Credit Union

Mark Clarke, senior consultant, Sollievo
November 15 at 10:00 a.m.

A tabletop exercise is a walk-through of emergency procedures with your credit union’s key personnel about what could happen in a real-life incident. This live tabletop will test your credit union’s plans with a “mock” real-world example. How will your team handle the situation? Are you prepared?

This is a tabletop session designed for multiple credit union team members to participate together. The goal of this exercise is to test the effectiveness and efficiency of the team and your credit union’s security and risk plans. The session will break periodically for 5-10 minute intervals to allow time for team discussion regarding the tabletop scenario.

Please only register one individual for your credit union’s team participation.

There is no fee to attend this webinar tabletop, however registration is required. This session will NOT be recorded for playback. This session does NOT qualify for CPE credits.



How to Prepare for Your Annual ACH Audit

Chris R. Feather, BSACS, CCUIA, CCUV, CUCE, President, Feather CU Services, LLC
November 27 at 10:00 a.m.

Every financial institutional is required to conduct an annual ACH Audit. This webinar will focus on how both RDFIs and ODFIs should prepare for an annual ACH Audit.

This session will cover:

  • General audit requirements
  • RDFI requirements
  • International Automated Transactions (IATs)
  • ODFI Requirements
  • Policy Recommendations

This webinar is designed for ACH professionals, ACH operations staff, AAPs or anyone who wishes to learn more about ACH.

There is no fee to attend this educational webinar, however registration is required. This session will be recorded for playback. In accordance with the National Registry of CPE Sponsors, CPE credits will be granted based on a 50-minute hour.



Navigating Changes to Reg CC

Cindy Hagan, senior consultant, Sollievo
December 5 at 2:00 p.m.

In 2016, check fraud started an upward trend after six years in decline. This trend set in motion new requirements for check processing and brought about changes to Reg CC. Since the changes became effective in July, credit unions and other financial institutions are still trying to navigate the new regulations. In this session, Cindy will go over all of the Reg CC changes and how your credit union will be impacted in terms of check collections, timing changes for returns, availability of funds, incentives for electronic processing, restrictive endorsement and more.

This session will cover:

  • Reg CC changes
  • Impact of these changes to check collections
  • Timing changes for check returns
  • Incentives for electronic processing
  • Restrictive endorsements

This webinar is designed for staff that are responsible for your credit union’s check processing and Reg CC compliance or anyone wishing to learn more about the changes to Reg CC.

There is no fee to attend this educational webinar, however registration is required. This session will be recorded for playback. In accordance with the National Registry of CPE Sponsors, CPE credits will be granted based on a 50-minute hour.



ALM Strategy in the Current Rate Environment

Lisa Boylen, senior ALM analyst, Vizo Financial
December 12 at 2:00 p.m.

The economy is growing, the Fed is projecting future rate increases, the yield curve is flattening and loans are outpacing share growth. In this session, we will explore case study income simulation projections to help you evaluate the impact the market environment has on your balance sheet and evaluate strategies for 2019.

This ALM session will:

  • Review economic forecasts and industry trends
  • Examine lessons learned from previous rising rate cycle
  • Analyze impact of trends and strategies on earnings and capital using “what-if” case studies

This webinar is designed for staff that are responsible for managing ALM at the credit union or anyone wishing to learn more about ALM strategies in the current rate environment.

The cost for the session is $79 per registered attendee. Each registered attendee will receive a certificate of completion. Space is limited and registration is required. This session will be recorded for playback.

In accordance with the National Registry of CPE Sponsors, CPE credits will be granted based on a 50-minute hour.