Description

RELEASE DATE: FEBRUARY 23, 2026
ESTIMATED DURATION: 75 MINUTES

Join Heather Line, Director of Compliance Support for California’s, Nevada’s and Utah’s Credit Unions for a comprehensive webinar that breaks down the core compliance obligations credit unions must manage throughout the mortgage loan servicing lifecycle. This session will provide a practical overview of key regulatory requirements, common risk areas, and compliance pitfalls that can expose institutions to examiner criticism or member harm.

You’ll leave with a clear understanding of the key regulations and best practices needed to navigate today’s complex mortgage servicing landscape with confidence.

What We’ll Cover

• Error resolution and information requests
• Periodic statement requirements
• Payoff statement and payoff timing requirements
• Adjustable-rate mortgage (ARM) disclosures
• Escrow account management
• Force-placed insurance rules
• Loss mitigation requirements, foreclosure restrictions, and borrower protections
• State-specific mortgage servicing requirements

Who Should Attend

This session is designed for credit union professionals involved in mortgage lending, loan servicing, compliance, risk management, and internal auditing.

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EXPIRY NOTE: eTrain reserves the right to expire program links that may include information no longer valid such as regulation and rule changes.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.

RELEASE DATE: FEBRUARY 23, 2026
ESTIMATED DURATION: 75 MINUTES

Mortgage Loan Originators (MLOs) are required by section 1026.36 of Regulation Z to have “periodic training covering Federal and State law requirements that apply to the individual loan originator’s loan origination activities.” This webinar is designed to meet this requirement.

Join Heather Line, Director of Compliance Support for California’s, Nevada’s and Utah’s Credit unions as she covers laws and regulations that MLOs need to know, including:

• Equal Credit Opportunity Act (Reg B)
• Fair Housing Act
• Home Mortgage Disclosure Act (Reg C)
• Regulation Z
• SAFE Act
• Flood Insurance
• Customer/Member Identification Program

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.

RELEASE DATE: MARCH 2, 2026
ESTIMATED DURATION: 75 MINUTES

Fraud – financial institutions remain the number one industry affected by fraud. We face it from external forces, internally, and through scams our members face. How do we make sure our credit unions are doing everything they need to protect the assets? We will talk about common fraud schemes that all board members should be aware of, and your role in the fight against fraud!

MEET THE SUBJECT MATTER EXPERT

Susan Landauer is a certified public accountant, with over 35 years of experience in the accounting and the financial services industry, most recently focusing for 20 years on forensic investigations. These forensic investigations include the tracing of hidden assets, net worth evaluations, embezzlements, and marriage and partnership dissolutions. She has qualified and testified as an expert witness in both federal and local courts.

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.

RELEASE DATE: MARCH 9, 2026
ESTIMATED DURATION: 75 MINUTES

Is your board ready to move forward into the future? Beyond a year at a time? A well thought-out succession plan is a necessary part of the plan. It needn’t be complicated or difficult either. Hear how to break this process down into concrete steps: define the competency needs of the board, outline the ideal diversity plan, create a flexible timeline, and start an evergreen recruitment process. This will establish continuity and avoid emergency circumstances.

ABOUT THE PRESENTER

Kevin Smith is Consultant and Publisher with TEAM Resources. He brings extensive experience in training, designing and implementing professional development resources to nourish the growth of leaders within the credit union industry. Kevin facilitates strategic planning processes, teaches Strategic Governance to Boards of Directors, and oversees the TEAM Resources board self-evaluation programs with credit unions nationwide. Kevin is co-author of A Credit Union Guide to Strategic Governance. This essential book helps Governance teams become as effective as possible.

Previously, Kevin spent 10 years at the Credit Union National Association (CUNA), in the Center for Professional Development as Director of Volunteer Education. During his tenure at CUNA, he created and brought several new programs to the credit union movement. One of these is the CUNA Volunteer Certification Program. He also created the CUNA Training On Demand series of downloadable training courses, and the CUNA Pressing Economic Issues series featuring the CUNA economists. Before joining CUNA, Kevin spent several years teaching at the University of Wisconsin-Whitewater.

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.