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28apr9:00 am2025 Payments Update
RELEASE DATE: APRIL 28, 2025ANTICIPATED DURATION: 60 MINUTES The payments industry continues to evolve with changes in speed and technology. Those
RELEASE DATE: APRIL 28, 2025
ANTICIPATED DURATION: 60 MINUTES
The payments industry continues to evolve with changes in speed and technology. Those changes come with risk and new regulatory compliance demands. This webinar is a high-level overview of the changing regulations impacting the payments industry this year.
Jim Petkovits is Vice President of Education for Wespay and has over eighteen years of payments experience. Jim is responsible for developing and providing education and training to Wespay members through in-person workshops, webinars and in-house training. Prior to joining Wespay, Jim was the ACH Education and Training Manager for the Northwest Clearing House Association (NWCHA) since 2001, and a Customer Service Manager for Bank of America’s ACH Regional Processing Center in Seattle. Jim holds both an Accredited ACH Professional (AAP) and National Check Professional (NCP) accreditation.
As an innovative payments association, Wespay is dedicated to guiding members through the ever-evolving payments industry with education, information, advisory and advocacy services. Our dedicated team partners with financial institutions, fintech companies, third-party payment providers and organizations that supply payment services related to operations and compliance, risk management and fraud, as well as payments strategy and planning.
As a Direct Member of Nacha, Wespay is a specially recognized and licensed provider of ACH education, publications, and support. Wespay is directly engaged in the Nacha rulemaking process, the Accredited ACH Professional (AAP) Program and the Accredited Payments Risk Professional (APRP) Program. Additionally, Wespay is partnered with ECCHO, as a designated Educational Partner for the National Check Professional (NCP) accreditation program.
LEARNING METHOD This training is available as an on-demand webinar, organized into chapters. Learners can choose to watch individual chapters or complete the entire program. Unlimited testing is provided as the last chapter.
EXPIRY NOTE eTrain reserves the right to expire program links that may include information no longer valid such as regulation and rule changes. In most cases, we will expire a program no more than 4 weeks prior to an updated version being released. Expired programs will still appear in your My Account details area with EXPIRED and the year of the release in the title field. However, you will not be able to view the training or access the handouts.
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April 28, 2025 9:00 am(GMT-06:00)
28apr9:00 amSAFE- Secure and Fair Enforcement for Mortgage Licensing
Description RELEASE DATE: April 28, 2025ANTICIPATED DURATION: 60 MINUTES Gain a clear understanding of the federal
Description
Gain a clear understanding of the federal SAFE Act requirements and what they mean for mortgage loan originators (MLOs) and real estate lending professionals in credit unions. This webinar will provide a high-level overview of licensing requirements, NMLS registration, and ongoing compliance obligations. Designed for MLOs, compliance officers, and lending teams, this session will outline key regulatory expectations and best practices for maintaining compliance. Attendees will learn how to navigate their obligations effectively and avoid regulatory pitfalls. Don’t miss this opportunity to strengthen your understanding of SAFE Act compliance and its impact on your lending operations.
Tiffany Villagomez is a Compliance Officer with ViClarity. Her credit union career started in 2013 and she has held many roles within the industry, from frontline teller to executive administrative assistant, to compliance specialist and compliance officer. She has also supported the credit union movement by serving as a Chapter Board Member and Young Professional alum for the league in the great state of Texas. Tiffany has extensive knowledge in board governance, operations, BSA and regulatory compliance. She currently provides state and regulatory compliance assistance and training to ViClarity’s affiliated leagues and partners, helping credit unions nationwide.
ViClarity (formerly PolicyWorks) serves credit unions by assisting them in maintaining regulatory compliance, soundness, and overall strength. With its comprehensive features in technology, compliance, audit, and risk management, ViClarity is a pivotal resource for credit unions seeking excellence in their operations.
Delivery Method: This training is available as an on-demand webinar, organized into chapters. Learners can choose to watch individual chapters or complete the entire program. Unlimited testing is provided as the last chapter.
Expiry note: eTrain reserves the right to expire program links that may include information no longer valid such as regulation and rule changes. In most cases, we will expire a program no more than 4 weeks prior to an updated version being released. Expired programs will still appear in your My Account details area with EXPIRED and the year of the release in the title field. However, you will not be able to view the training or access the handouts.
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April 28, 2025 9:00 am(GMT-06:00)
29apr12:00 pm2:00 pm@Lunch Networking: CEOs
CEOs from Utah’s credit unions are invited to join us at this roundtable, where you can discuss pressing (or not pressing) issues on your mind.
CEOs from Utah’s credit unions are invited to join us at this roundtable, where you can discuss pressing (or not pressing) issues on your mind.
The discussion will be moderated by Association staff, with a few topics to lead off (to be determined), then an open forum to discuss whatever else attendees have on their minds.
The round table will last as long as there’s compelling discussion.
Participants will enjoy a lunch at no cost.
If you’re not a credit union professional in the discipline but work in a different specific operational area at one of our Utah credit unions and would like to join a round table, look at our list of other round tables. If there is not an @Lunch that meets your interests, please let us know at liz@utahscreditunions.org.
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April 29, 2025 12:00 pm – 2:00 pm(GMT-06:00)
Association Office
455 E 500 S, Suite 400
05may9:00 amSexual Harassment Awareness and Prevention Training for Non-Management Staff
RELEASE DATE: MAY 5, 2025ANTICIPATED DURATION: 60 MINUTES Our subject matter expert is working on creating a program description for this
RELEASE DATE: MAY 5, 2025
ANTICIPATED DURATION: 60 MINUTES
Our subject matter expert is working on creating a program description for this title. Please check back soon for more details.
Moore, Brewer & Wolfe, a Professional Corporation specializes in serving the legal needs of credit unions and credit union service organizations throughout the United States. With over 400 clients, the firm represents credit unions with assets ranging from less than one million to more than ten billion dollars, and organizations ranging from start-ups to established multi-state enterprises. With our robust team of attorneys, ours is one of the largest law firms dedicated to providing legal services to credit unions and credit union service organizations.
LEARNING METHOD This is an on-demand e-learning program requiring learners to interact and actively engage throughout the training.
EXPIRY NOTE eTrain reserves the right to expire program links that may include information no longer valid such as regulation and rule changes. In most cases, we will expire a program no more than 4 weeks prior to an updated version being released. Expired programs will still appear in your My Account details area with EXPIRED and the year of the release in the title field. However, you will not be able to view the training or access the handouts.
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May 5, 2025 9:00 am(GMT-06:00)
05may9:00 amSexual Harassment Awareness and Prevention Training for Managers and Supervisors
RELEASE DATE: MAY 5, 2025ANTICIPATED DURATION: 120 MINUTES Our subject matter expert is working on creating a program description for this
RELEASE DATE: MAY 5, 2025
ANTICIPATED DURATION: 120 MINUTES
Our subject matter expert is working on creating a program description for this title. Please check back soon for more details.
Moore, Brewer & Wolfe, a Professional Corporation specializes in serving the legal needs of credit unions and credit union service organizations throughout the United States. With over 400 clients, the firm represents credit unions with assets ranging from less than one million to more than ten billion dollars, and organizations ranging from start-ups to established multi-state enterprises. With our robust team of attorneys, ours is one of the largest law firms dedicated to providing legal services to credit unions and credit union service organizations.
LEARNING METHOD This is an on-demand e-learning program requiring learners to interact and actively engage throughout the training.
EXPIRY NOTE eTrain reserves the right to expire program links that may include information no longer valid such as regulation and rule changes. In most cases, we will expire a program no more than 4 weeks prior to an updated version being released. Expired programs will still appear in your My Account details area with EXPIRED and the year of the release in the title field. However, you will not be able to view the training or access the handouts.
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May 5, 2025 9:00 am(GMT-06:00)
05may9:00 amContracts 102 – Performance, Warranties, Limitation of Liability, and Termination
RELEASE DATE: MAY 5, 2025ANTICIPATED DURATION: 60 MINUTES Building on the topics covered in Contracts 101, the Contracts 102 course covers
RELEASE DATE: MAY 5, 2025
ANTICIPATED DURATION: 60 MINUTES
Building on the topics covered in Contracts 101, the Contracts 102 course covers additional key contractual provisions, including performance, warranties, limitations of liability, and termination of contracts. This is a “high-level” course that will provide suggested language and valuable examples.
Specifically, we’re going to cover:
As Managing Partner of Okun Loritz LLP, attorney Dan Loritz assists the firm’s clients with bond/insurance claims, business and consumer deposit and lending documentation, contract review and negotiation, regulatory compliance, employment law and personnel issues, and privacy matters. Dan is a frequent speaker at credit union industry events concerning legal and compliance topics and is the author of numerous publications. Prior to practicing law, Dan worked as a personal banking officer at a major California bank. He is a member of the State Bar of California and the Financial Institutions Committee of the State Bar of California.
LEARNING METHOD This training is available as an on-demand webinar, organized into chapters. Learners can choose to watch individual chapters or complete the entire program. Unlimited testing is provided as the last chapter.
EXPIRY NOTE eTrain reserves the right to expire program links that may include information no longer valid such as regulation and rule changes. In most cases, we will expire a program no more than 4 weeks prior to an updated version being released. Expired programs will still appear in your My Account details area with EXPIRED and the year of the release in the title field. However, you will not be able to view the training or access the handouts.
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May 5, 2025 9:00 am(GMT-06:00)
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January 14, 2025