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11feb12:00 pm2:00 pm@Lunch: Accounting/CFOs
Accounting staff and CFOs from Utah’s credit unions are invited to join us at this roundtable on February 11th, where you can discuss pressing (or
Accounting staff and CFOs from Utah’s credit unions are invited to join us at this roundtable on February 11th, 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), followed by an open forum to discuss any other topics attendees may have on their minds.
The roundtable will last as long as there’s compelling discussion.
Participants will enjoy a complimentary lunch.
If you would like to attend this event, please RSVP to Antonia Scott at as@utahscreditunions.org
If you’re not a credit union professional in this discipline but work in a specific operational area at one of our Utah credit unions and would like to join a roundtable, take a look at our list of other roundtables. If there’s not one that meets your interests, please let us know at liz@utahscreditunions.org.
February 11, 2026 12:00 pm – 2:00 pm(GMT-07:00)
Association Office
455 E 500 S, Suite 400
12feb12:00 pm1:00 pmImpact Power Hour: Impact In Action
Impact In Action: How CUs Are Meeting Community Needs Without a CRA Mandate Community needs are high. Expectations are higher. And credit
Impact In Action: How CUs Are Meeting Community Needs Without a CRA Mandate
Community needs are high. Expectations are higher. And credit unions are being watched — by communities, partners, and policymakers alike.
Impact Power Hour: Impact in Action is an engaging, real-talk webinar focused on what’s working right now. Through interactive polls and practical guidance, we’ll unpack how community impact actually works — from design and funding to measurement and sustainment — then sharpen how we tell the story in ways that resonate with members, media, and legislators. You’ll leave with tangible takeaways and a stronger ability to prove, position, and protect the credit union impact model, without a CRA mandate. The Impact Power Hour webinar series is a valuable resource for credit unions seeking to enhance their social impact, drive sustainable growth, and make a lasting difference in their communities.
This is a benefit of your membership. Questions? Contact Amanda Merz at amandam@ccul.org
February 12, 2026 12:00 pm – 1:00 pm(GMT-07:00)
19feb10:00 am12:00 pmCompliance Essentials: Accounts for Immigrants and US Non-Citizens
Join us for an informative and actionable webinar designed to help credit unions confidently and compliantly open loan and deposit accounts for immigrants and non-U.S.
Join us for an informative and actionable webinar designed to help credit unions confidently and compliantly open loan and deposit accounts for immigrants and non-U.S. citizens. As member demographics continue to diversify, ensuring equitable access while meeting regulatory requirements is more important than ever.
This session will provide clarity on the operational, legal, and compliance considerations involved in serving immigrant communities.
Topics include:
• CIP/KYC requirements and acceptable forms of identification
• Use of ITINs for deposit and loan accounts
• BSA/AML and OFAC screening considerations
• Fair lending and anti-discrimination risk areas
• Underwriting challenges and alternative credit evaluation
• Best practices for documentation, policy development, and staff training
Who Should Attend
• Compliance Officers
• Lending & Deposit Operations Teams
• Marketing & Member Experience Professionals
• Branch Managers & Frontline Staff
• Credit Union Executives and Risk Leaders
This training is provided at no charge as an Association member benefit.
February 19, 2026 10:00 am – 12:00 pm(GMT-07:00)
02mar9:00 amThe Boards Role in Fraud Mitigation
RELEASE DATE: MARCH 2, 2026ESTIMATED DURATION: 75 MINUTES Fraud –
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!
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.
March 2, 2026 9:00 am(GMT-07:00)
09mar9:00 amSuccession Planning Approaches for the Board’s Future
RELEASE DATE: MARCH 9, 2026ESTIMATED DURATION: 75 MINUTES Is your board ready to move forward into the future? Beyond a year
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.
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.
March 9, 2026 9:00 am(GMT-06:00)
10mar6:00 pm8:00 pmCU Training Night: Ogden, UT
Please join Director of Compliance Support Heather Line for an evening of dinner, networking, and a bit of required training. By popular demand, our Spring
Please join Director of Compliance Support Heather Line for an evening of dinner, networking, and a bit of required training. By popular demand, our Spring 2026 Credit Union Training Nights will once again feature Volunteer Bank Secrecy Act (BSA) Training. This session satisfies annual BSA training requirements for board and supervisory committee members and will cover key Board BSA responsibilities, as well as recent and emerging BSA developments.
Credit union staff are welcome to attend; however, additional BSA training will be required to fully meet regulatory requirements.
Cost is $35 per person and includes dinner.
March 10, 2026 6:00 pm – 8:00 pm(GMT-06:00)
The Timbermine Steakhouse
1701 Park Blvd

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