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CUNA Training Programs & Events
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Date	Event	Discipline	Type
Jump to: May 09Jul 09Aug 09Sep 09Oct 09Nov 09Dec 09

May 2009 Go to top
May 6–August 12	CUNA Regulatory Compliance eSchool: Introduction	Compliance	eSchool
July 2009 Go to top
July 8 1:00–2:00 p.m. CT	CPDOnline Virtual Tour	HR & Training	Webinar
July 12–24	CUNA Management School: Year 1 Madison, Wisconsin	Management & Leadership	School / Conference
July 12–24	CUNA Management School: Year 2 Madison, Wisconsin	Management & Leadership	School / Conference
July 12–24	CUNA Management School: Year 3 Madison, Wisconsin	Management & Leadership	School / Conference
July 14 1:00–2:30 p.m. CT	Managing Inside the Organization	Management & Leadership	Audio Conference
July 15 & 22 2:00–4:00 p.m. CT	General Operations Regulations	Compliance	Webinar
July 20–24	CUNA Business Lending Certification Institute: Advanced Credit Analysis Madison, Wisconsin	Lending & Collections	School / Conference
July 20–24	CUNA Business Lending Certification Institute: Credit Analysis Madison, Wisconsin	Lending & Collections	School / Conference
July 20–24	CUNA Business Lending Certification Institute: Fundamentals Madison, Wisconsin	Lending & Collections	School / Conference
July 20–24	CUNA Business Lending Certification Institute: Management Strategies Madison, Wisconsin	Lending & Collections	School / Conference
July 20 & 27	Virtual Lending Institute with Brett Christensen (2 - Parts)	Lending & Collections	Virtual Seminar
July 21–30	CUNA Complete Credit Union Leadership eSchool	Management & Leadership	eSchool
July 21 2:00–3:30 p.m. CT	Self-Awareness: A Powerful Element of Leadership	Management & Leadership	Webinar
July 22 1:00–2:00 p.m. CT	CPDOnline Virtual Tour	HR & Training	Webinar
July 23–24	HR Employment Law Conference Hilton Head Island, South Carolina	HR & Training	School / Conference
July 23 2:00–3:30 p.m. CT	Giving & Receiving Critical Feedback	Management & Leadership	Webinar
July 28 2:00–3:30 p.m. CT	Creating Intended Outcomes	Management & Leadership	Webinar
July 28 2:00–3:30 p.m. CT	Deepening Member Loyalty Through Financial Education Initiatives	Management & Leadership	Webinar
July 29 1:00–2:30 p.m. CT	Effective Communication for Managers	Management & Leadership	Audio Conference
July 29 & August 12 2:00–4:00 p.m. CT	Mortgage Lending Regulations	Compliance	Webinar
July 30 1:00–2:00 p.m. CT	RESPA - Are You Ready for the January 2010 Deadline?	Lending & Collections	Audio Conference
July 30 2:00–3:30 p.m. CT	The Power of Wellness	Management & Leadership	Webinar
August 2009 Go to top
August 2–5	CUNA Economics & Investments Conference San Diego, California	Finance & Economics	School / Conference
August 3–31	CUNA Loan Workouts eSchool	Lending & Collections	eSchool
August 5–8	CUNA Technology Council Conference San Francisco, California	Technology	School / Conference
August 5 2:00–3:30 p.m. CT	Repossession and Surrender of Collateral	Lending & Collections	Audio Conference
August 6 1:00–2:30 p.m. CT	How to Motivate and Lead Your Staff in This Economy	Management & Leadership	Audio Conference
August 11–December 15	CUNA Compliance Certification Training for Staff eSchool	Compliance	eSchool
August 11 & 25 1:00–2:30 p.m. CT	General Operations Regulations for Staff	Compliance	Webinar
August 11 2:00–3:30 p.m. CT	Web 2.0 101 - An Introduction to Social Media for Credit Unions	Marketing & Biz Development	Webinar
August 12 1:00–2:00 p.m. CT	CPDOnline Virtual Tour	HR & Training	Webinar
August 16–21	CUNA Financial Management School: Part I Boston, Massachusetts	Finance & Economics	School / Conference
August 16–20	CUNA Financial Management School: Part II Boston, Massachusetts	Finance & Economics	School / Conference
August 17–19	CUNA Disaster Preparedness & Recovery Conference Boston, Massachusetts	Security	School / Conference
August 17	Conducting Your Business Impact Analysis (BIA) Boston, Massachusetts	Security	Seminar
August 18	Disaster Recovery Boston, Massachusetts	Security	Seminar
August 18 2:00–3:30 p.m. CT	Results 2.0: Using Web 2.0 Tools to Achieve Real Business Objectives	Marketing & Biz Development	Webinar
August 25 2:00–3:30 p.m. CT	How to Tie Your Social Media Strategy into Your Overall Credit Union Marketing Plan	Marketing & Biz Development	Webinar
August 26 1:00–2:00 p.m. CT	CPDOnline Virtual Tour	HR & Training	Webinar
August 27–September 17	CUNA Regulation Z eBoot Camp eSchool	Compliance	eSchool
August 27 2:00–3:00 p.m. CT	Regulation Z Basics	Compliance	Webinar
September 2009 Go to top
September 1 & 22 1:00–2:30 p.m. CT	Mortgage Lending Regulations for Staff	Compliance	Webinar
September 2 1:00–2:00 p.m. CT	CPDOnline Virtual Tour	HR & Training	Webinar
September 2 2:00–3:00 p.m. CT	Risk Management for the Hispanic Market	Operations, Sales & Service	Webinar
September 3 2:00–3:00 p.m. CT	Disclosures: At Account Opening and With Credit Card Applications & Solicitations	Compliance	Webinar
September 9 1:00–2:00 p.m. CT	CPDOnline Virtual Tour	HR & Training	Webinar
September 9–October 14	CUNA CU Finance for Non-Financial Managers & Volunteers eSchool	Finance & Economics	eSchool
September 9 2:00–4:00 p.m. CT	Financial Statement Game: Starting With the Basics	Finance & Economics	Webinar
September 10 2:00–3:00 p.m. CT	Requirements for Periodic Statements	Compliance	Webinar
September 13–17	CUNA Security & Fraud Institute: Advanced San Diego, California	Security	School / Conference
September 13–17	CUNA Security Certification Institute: Facilities & Fraud San Diego, California	Security	School / Conference
September 14–17	CUNA Human Resources Management Schools , Alberta	HR & Training	School / Conference
September 14–17	CUNA Leadership Development Institute , Alberta	Management & Leadership	School / Conference
September 14	Robbery Prevention Seminar San Diego, California	Security	Seminar
September 14	Planning Ahead to Protect Your Credit Union Seminar San Diego, California	Security	Seminar
September 15	Security Audits & Robbery Anomalies Seminar San Diego, California	Security	Seminar
September 15	Security Compliance & Regulations Seminar San Diego, California	Security	Seminar
September 15 2:00–4:00 p.m. CT	Capital Adequacy, Measuring Risk-Based Capital	Finance & Economics	Webinar
September 15–October 29	CUNA Financial Management eSchool: Part II	Finance & Economics	eSchool
September 16–19	CUNA Security & Fraud Institute: Introduction San Diego, California	Security	School / Conference
September 16	Security Planning & Risk Assessments Seminar San Diego, California	Security	Seminar
September 16	Fraud Awareness Seminar San Diego, California	Security	Seminar
September 16 1:00–2:00 p.m. CT	CPDOnline Virtual Tour	HR & Training	Webinar
September 16 2:00–4:00 p.m. CT	Financial Statement Analysis: How Do the Numbers Work Together	Finance & Economics	Webinar
September 16	Workplace Violence Seminar San Diego, California	Security	Seminar
September 17	Policies & Procedures for Robbery & Security Operations Seminar San Diego, California	Security	Seminar
September 17	Trends & Security Integration Seminar San Diego, California	Security	Seminar
September 17 2:00–3:00 p.m. CT	Advertising, Change in Terms Notices, the Credit CARD Act, and the Unfair & Deceptive Credit Card Practices Act	Compliance	Webinar
September 18	Current Schemes, Scams & Fraud Seminar San Diego, California	Security	Seminar
September 21–October 5	CUNA Business Lending: An Introduction to Financial Statement Analysis eSchool	Lending & Collections	eSchool
September 23 1:00–2:00 p.m. CT	CPDOnline Virtual Tour	HR & Training	Webinar
September 23 & 30 2:00–4:00 p.m. CT	Financial Statement Game: Getting a Bit More Sophisticated: Parts I & II	Finance & Economics	Webinar
September 24 2:00–3:30 p.m. CT	How to Use Technology to Detect Fraud	Security	Webinar
September 26–27	CUNA Compliance Fundamentals Seminar San Diego, California	Compliance	School / Conference
September 27–October 2	CUNA Regulatory Compliance School: Introduction San Diego, California	Compliance	School / Conference
September 27–October 1	CUNA Regulatory Compliance School: Update San Diego, California	Compliance	School / Conference
September 27–30	CUNA Volunteer Institute Koloa, Hawaii	Board & Volunteer	School / Conference
September 27	CUNA Volunteer Institute Pre-Conference Workshop: The Strategic Planning Process Koloa, Hawaii	Board & Volunteer	School / Conference
September 27–30	CUNA Operations, Sales & Service Council Conference San Diego, California	Operations, Sales & Service	School / Conference
September 28	Consumer Lending Regulations San Diego, California	Compliance	Seminar
September 28	Pressing Compliance Issues: Due Diligence, Marketing, Business Services & Lawsuits San Diego, California	Compliance	Seminar
September 29	NCUA Requirements & Guidance San Diego, California	Compliance	Seminar
September 29	Pressing Compliance Issues: Reg Z, NCUA Top Regulations & Responding to Compliance Challenges San Diego, California	Compliance	Seminar
September 29 2:00–4:00 p.m. CT	Advanced Asset-Liability Management & Credit: Interest Rate Risk Assessment & Managing Deposits	Finance & Economics	Webinar
September 30	Mortgage Lending Regulations San Diego, California	Compliance	Seminar
September 30	Pressing Compliance Issues: FACTA & High Risk Members San Diego, California	Compliance	Seminar
September 30 1:00–2:00 p.m. CT	CPDOnline Virtual Tour	HR & Training	Webinar
October 2009 Go to top
October 1	Deposit Account Regulations San Diego, California	Compliance	Seminar
October 1 2:00–3:30 p.m. CT	Security Planning & Assessments	Security	Webinar
October 4–8	CUNA Collections & Bankruptcy School: Advanced Las Vegas, Nevada	Lending & Collections	School / Conference
October 4–9	CUNA Collections & Bankruptcy School: Introduction Las Vegas, Nevada	Lending & Collections	School / Conference
October 5–8	CUNA World-Class Customer Service Executive Institute Phoenix, Arizona	Management & Leadership	School / Conference
October 5	Collection ABCs Las Vegas, Nevada	Lending & Collections	Seminar
October 5	Collection Techniques in Today's Economy Las Vegas, Nevada	Lending & Collections	Seminar
October 5 2:00–3:30 p.m. CT	Key Points for Policy & Procedures: Making Them Work for Your Credit Union	Lending & Collections	Webinar
October 6	Best Practices for CU Collectors Las Vegas, Nevada	Lending & Collections	Seminar
October 6 & 27 1:00–2:30 p.m. CT	Deposit Account Regulations for Staff	Compliance	Webinar
October 6 2:00–4:00 p.m. CT	Financial Planning & Control Systems: Design, Use & Problems	Finance & Economics	Webinar
October 7	Current CU Collector Issues: Reaffirmations, Mortgage Crisis & Third Party Collectors Las Vegas, Nevada	Lending & Collections	Seminar
October 7 1:00–2:00 p.m. CT	CPDOnline Virtual Tour	HR & Training	Webinar
October 7 1:00–2:30 p.m. CT	Pressing Credit Union Compliance Issues	Compliance	Audio Conference
October 7 2:00–4:00 p.m. CT	Rates, Risk & Return	Finance & Economics	Webinar
October 8	Bankruptcy Las Vegas, Nevada	Lending & Collections	Seminar
October 8	Managing Your CU Collections Program Las Vegas, Nevada	Lending & Collections	Seminar
October 13 2:00–4:00 p.m. CT	Forecasting & Strategically Planning for Long-Term Growth	Finance & Economics	Webinar
October 14 1:00–2:00 p.m. CT	CPDOnline Virtual Tour	HR & Training	Webinar
October 14 2:00–4:00 p.m. CT	Asset-Liability Management for Managers & Volunteers	Finance & Economics	Webinar
October 15 1:00–2:30 p.m. CT	Achieving Improved Communications by Building Teams	Management & Leadership	Audio Conference
October 19–21	CUNA Branch Management Institutes: Foundations Fort Worth, Texas	Management & Leadership	School / Conference
October 19–21	CUNA Branch Management Institutes: Strategies Fort Worth, Texas	Management & Leadership	School / Conference
October 19–22	CUNA Business Development School: Part I Fort Worth, Texas	Marketing & Biz Development	School / Conference
October 19–22	CUNA Business Development School: Part II Fort Worth, Texas	Marketing & Biz Development	School / Conference
October 19	Member Growth & Retention Fort Worth, Texas	Marketing & Biz Development	Seminar
October 19	Sound Financial Management Fort Worth, Texas	Management & Leadership	Seminar
October 19	Using Financial Literacy for Business Development Fort Worth, Texas	Marketing & Biz Development	Seminar
October 19	Raise Your CU Leadership Bar Fort Worth, Texas	Management & Leadership	Seminar
October 19 2:00–3:30 p.m. CT	A Strategic Approach to Residential Mortgage Lending	Lending & Collections	Webinar
October 19 2:00–3:30 p.m. CT	Business Lending: Regulations	Lending & Collections	Webinar
October 19–November 30	CUNA Residential Mortgage Lending eSchool	Lending & Collections	eSchool
October 20	Branded Business Development Tactics Fort Worth, Texas	Marketing & Biz Development	Seminar
October 20	Keeping in Compliance & Out of Trouble Fort Worth, Texas	Management & Leadership	Seminar
October 20	Supporting & Growing Your Business Development Program Fort Worth, Texas	Marketing & Biz Development	Seminar
October 20 2:00–4:00 p.m. CT	Portfolio Management Strategies	Finance & Economics	Webinar
October 21–24	CUNA Community Credit Union & Growth Conference Las Vegas, Nevada	Signature Events	School / Conference
October 21	Improving Branch Performance Fort Worth, Texas	Management & Leadership	Seminar
October 21	Relationship Building for Business Development Fort Worth, Texas	Marketing & Biz Development	Seminar
October 21	Developing & Delivering Your Message with Confidence Fort Worth, Texas	Marketing & Biz Development	Seminar
October 21	Tackling Branch Management Issues Fort Worth, Texas	Management & Leadership	Seminar
October 21 1:00–2:00 p.m. CT	CPDOnline Virtual Tours	HR & Training	Webinar
October 22	Building Relationships & Accounts Fort Worth, Texas	Marketing & Biz Development	Seminar
October 22	Successfully Managing Your Business Development Program Fort Worth, Texas	Marketing & Biz Development	Seminar
October 25–28	CUNA Experience Learning Live! Nashville, Tennessee	HR & Training	School / Conference
October 26 2:00–3:30 p.m. CT	Residential Mortgage Lending: Loan Servicing	Lending & Collections	Webinar
October 28 1:00–2:00 p.m. CT	CPDOnline Virtual Tour	HR & Training	Webinar
October 28–December 16	CUNA Regulatory Compliance eSchool: Update	Compliance	eSchool
October 28 2:00–3:30 p.m. CT	FACTA What's New?	Compliance	Webinar
October 29 2:00–4:00 p.m. CT	Investment Options to Achieve Financial Goals & Objectives	Finance & Economics	Webinar
October 29 2:00–3:30 p.m. CT	Serving Your Members Needs Today & Tomorrow	Management & Leadership	Webinar
November 2009 Go to top
November 1–4	CUNA Bank Secrecy Act Conference San Francisco, California	Compliance	School / Conference
November 1–5	CUNA Management Essentials for Supervisors: Advanced San Diego, California	Management & Leadership	School / Conference
November 1–5	CUNA Management Essentials for Supervisors: Introduction San Diego, California	Management & Leadership	School / Conference
November 1–4	CUNA Lending Council Conference San Diego, California	Lending & Collections	School / Conference
November 1–5	CUNA Management Essentials for Supervisors , Alberta	Management & Leadership	School / Conference
November 2	BSA, Money Laundering & Payments System Issues at Your CU San Francisco, California	Compliance	Seminar
November 2–30	CUNA Case Studies in Business Lending eSchool	Lending & Collections	eSchool
November 2 11:30 a.m. – 1:00 p.m. CT	Small Service Business/Sole Proprietorship Case Study	Lending & Collections	Webinar
November 2 2:00–3:30 p.m. CT	Residential Mortgage Lending: Underwriting	Lending & Collections	Webinar
November 3	BSA, Law Enforcement, Technology & Training San Francisco, California	Compliance	Seminar
November 4 & 5 11:00 a.m. – 12:30 p.m. CT	Consumer Lending: The Basics of Lending	Lending & Collections	Webinar
November 4–December 3	CUNA Consumer Lending eSchool: Foundations	Lending & Collections	eSchool
November 9 11:30 a.m. – 1:00 p.m. CT	Small Retailer/Sole Proprietorship Case Study	Lending & Collections	Webinar
November 9 2:00–3:30 p.m. CT	Residential Mortgage Lending: Effective Mortgage Marketing Strategies & Best Practices	Lending & Collections	Webinar
November 10 & 24 1:00–2:30 p.m. CT	Consumer Lending Regulations for Staff	Compliance	Webinar
November 11 & 12 11:00 a.m. – 12:30 p.m. CT	Consumer Lending: Regulations for Lending Staff: Part I & II	Compliance	Webinar
November 11 1:00–2:00 p.m. CT	CPDOnline Virtual Tours	HR & Training	Webinar
November 12 2:00–3:30 p.m. CT	NCUA Update	Compliance	Webinar
November 16 11:30 a.m. – 1:00 p.m. CT	Small Manufacturer Case Study	Lending & Collections	Webinar
November 16 2:00–3:30 p.m. CT	Residential Mortgage Lending: Underwriting for Self-Employed Borrowers	Lending & Collections	Webinar
November 18 11:00 a.m. – 12:30 p.m. CT	Consumer Lending: Credit Counseling & Your Role as a Loan Officer	Lending & Collections	Webinar
November 18 1:00–2:00 p.m. CT	CPDOnline Virtual Tour	HR & Training	Webinar
November 18 2:00–3:30 p.m. CT	Staying Compliant While Serving Business Members	Compliance	Webinar
November 19 11:00–12:30 p.m. CT	Consumer Lending: Sales & Service Success	Lending & Collections	Webinar
November 23 11:30 a.m. – 1:00 p.m. CT	Retail Operation/S-Corporation Case Study	Lending & Collections	Webinar
November 23 2:00–3:30 p.m. CT	Residential Mortgage Lending: All About Appraisals	Lending & Collections	Webinar
November 30 11:30 a.m. – 1:00 p.m. CT	Fast-Growing Business Case Study	Lending & Collections	Webinar
November 30 2:00–3:30 p.m. CT	Residential Mortgage Lending: Regulations Affecting Mortgages	Lending & Collections	Webinar
December 2009 Go to top
December 1 & 15 1:00–2:30 p.m. CT	NCUA Requirements & Guidance for Staff	Compliance	Webinar
December 1–16	CUNA Commercial Real Estate Lending: Underwriting a Non-Owner Occupied Request eSchool	Lending & Collections	eSchool
December 2 10:00–11:00 a.m. CT	Hispanic Youth: Demographics, Products & Promotions	Operations, Sales & Service	Webinar
December 2 11:00 a.m. – 12:30 p.m. CT	Consumer Lending: Most Creative Loans Ever	Compliance	Webinar
December 2 2:00–3:30 p.m. CT	Regulation Z Update and Other Consumer Lending Issues	Compliance	Webinar
December 3 11:00 a.m. – 12:30 p.m. CT	Consumer Lending: Home Equity Lending	Lending & Collections	Webinar
December 5–6	CUNA Supervisory Committee Fundamentals Pre-Conference Workshop Las Vegas, Nevada	Board & Volunteer	School / Conference
December 6–10	CUNA Certified Financial Counselor School: Part I St Pete Beach, Florida	Lending & Collections	School / Conference
December 6–10	CUNA Certified Financial Counselor School: Part II St Pete Beach, Florida	Lending & Collections	School / Conference
December 7–9	CUNA Business Lending & Services Conference St Pete Beach, Florida	Lending & Collections	School / Conference
December 7–9	CUNA Supervisory Committee & Internal Audit Conference Las Vegas, Nevada	Board & Volunteer	School / Conference
December 7	Communication Process for Financial Counselors St Pete Beach, Florida	Lending & Collections	Seminar
December 7	Living Expenses & Consumer Credit St Pete Beach, Florida	Lending & Collections	Seminar
December 8	Basics of Financial Counseling St Pete Beach, Florida	Lending & Collections	Seminar
December 8	Basics of Taxes & Insurance St Pete Beach, Florida	Lending & Collections	Seminar
December 9	Creditors, Member Rights & Public Resources St Pete Beach, Florida	Lending & Collections	Seminar
December 9	Money Values & Fraud Issues St Pete Beach, Florida	Lending & Collections	Seminar
December 9 1:00–2:00 p.m. CT	CPDOnline Virtual Tour	HR & Training	Webinar
December 9 2:00–3:30 p.m. CT	Mortgage Lending Updates and Current Issues	Compliance	Webinar
December 10	Understanding Problems & Finding Solutions for Financial Counselors St Pete Beach, Florida	Lending & Collections	Seminar
December 10	Conflicts, Addictions & Planning for the Future St Pete Beach, Florida	Lending & Collections	Seminar
December 16 1:00–2:00 p.m. CT	CPDOnline Virtual Tour	HR & Training	Webinar
December 16 2:00–3:30 p.m. CT	Reviewing Marketing Materials for Compliance	Compliance	Webinar

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CUNA Training Programs & Events Sorted by Date

CUNA Training Programs & Events
Sorted by Date