RELEASE DATE: JANUARY 26, 2026
ESTIMATED DURATION: 75 MINUTES

This training webinar provides a comprehensive overview of the Telephone Consumer Protection Act (TCPA). Participants will explore the background and key definitions of the law, understand its core compliance requirements, and review practical best practices that can be implemented immediately. The session will also cover potential penalties for non-compliance and highlight states that have enacted their own “mini-TCPA” laws.

What You Will Learn

• The foundational elements of the TCPA, including its purpose, history, and key terminology
• Core compliance obligations and actionable best practices to reduce regulatory risk
• How federal TCPA requirements interact with state-level “mini-TCPA” laws and enforcement penalties

Who Should Attend

• Marketing and advertising staff
• Compliance and staff
• Risk management staff
• Any staff responsible for consumer consent, data management, or communication policies

MEET THE SUBJECT MATTER EXPERT

Kristen Tatlock is a dynamic, nationally recognized speaker and trusted compliance consultant with more than 36 years of hands-on experience in the credit union world. Known for her deep expertise, Kristen helps credit unions navigate the complex landscape of regulatory compliance—from advertising rules and social media policies to Regulation E, Regulation Z, the Bank Secrecy Act, Fair Lending, and just about every other compliance challenge out there.
She’s a prolific writer and editor, having authored countless articles, white papers, and compliance manuals, and she’s the creative force behind many widely used training programs. Kristen holds national certifications in Compliance and the Bank Secrecy Act and is a sought-after trainer at both national and state-level events, where she shares her knowledge with clarity, energy, and real-world insight.

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EXPIRY NOTE: eTrain reserves the right to expire program links that may include information no longer valid such as regulation and rule changes.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: FEBRUARY 2, 2026
ESTIMATED DURATION: 75 MINUTES

Board’s do two useful things. 1). Ensure the credit union plans strategically and 2) Hire a competent CEO. Sounds so simple. But it can be quite a task. Partly because too many directors don’t fully grasp what it means to be a Strategic Board. This session will provide the simple steps to becoming a Strategic Board. This will help the Board see how they guide the success of the credit union without getting in the way. How to help foster innovation in your credit union. And how to monitor the success without overwhelming management with requests for reports. When you leave this session, you will be ready to make your Board a Strategic Board.

MEET THE SUBJECT MATTER EXPERT

Author, consultant and speaker Tim Harrington has worked with credit unions all over the world. His progressive ideas and broad knowledge of credit union issues has made Tim a valuable resource for credit unions nationwide. Since 1996, Tim has been President of TEAM Resources, a firm providing consulting, strategic planning, and training to credit unions from coast-to-coast. TEAM Resources’ clients range from a few million to the billions in assets. Tim’s book A Credit Union Guide to Strategic Governance has helped boards and CEOs keep a strategic focus at the board level, develop a system to help boards strengthen their governance skills, and while remaining on the Strategic Level, help push their credit union to greater success.

Tim was formerly a partner with the nation’s 3rd largest auditor of credit unions, known today as CliftonLarsonAllen. He has been working with credit unions since 1989 when he directed the internal audit of a large credit union in Tucson, Arizona. Prior to that, he was with a national accounting firm and has been practicing accounting and consulting since 1980. Tim was also appointed to the board of a troubled credit union. As chair, helped the credit union dig out losing $2 million per year to earning nearly $2 million a year within a short period of time.

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.