Clear All
November
09nov11:00 pm12:30 pmACH Basics: Exception, Origination and Risks
Get a clear understanding of ACH exception processing and how non-compliance can lead to rule violations and customer frustration. This class covers reclamations, returns, and
Get a clear understanding of ACH exception processing and how non-compliance can lead to rule violations and customer frustration. This class covers reclamations, returns, and NOCs, including tips to limit liability.
13nov9:00 am3:00 pmQuantum Group Conference
Registration now open! The Quantum Group Conference is a one-day event designed exclusively for professionals from small credit unions. This interactive conference
Registration now open!
The Quantum Group Conference is a one-day event designed exclusively for professionals from small credit unions. This interactive conference features educational presentations focused on the unique opportunities and challenges facing small credit unions, along with dedicated time for networking, peer-to-peer collaboration, and meaningful discussion. Open to association members at no charge as a dues-supported benefit, the Quantum Group Conference provides a valuable opportunity to learn, share ideas, and strengthen connections with colleagues from across the industry.
View the agenda HERE
Association Office
455 E 500 S, Suite 400
16nov9:00 amThe Employment Relationship from Entrance to Exit
RELEASE DATE: NOVEMBER 16, 2026ESTIMATED DURATION: 75 MINUTES Equip your HR team and people managers with a practical, end-to-end roadmap for the
Equip your HR team and people managers with a practical, end-to-end roadmap for the entire employee lifecycle. This session walks through recruiting and hiring, onboarding fundamentals, day-to-day performance management, remote and hybrid work considerations, and offboarding. Attendees will learn how to spot compliance risks early, apply best practices with confidence, and implement tools that can reduce employers’ exposure while supporting a consistent, respectful employee experience—from the first job post to the final paycheck and beyond.
Jonathan Cohen is a Founding Partner of Joseph, Cohen & Del Vecchio and serves as the firm’s Head of Litigation. He represents a wide range of clients in high-stakes litigation involving employment, commercial, and trade secret matters. Mr. Cohen’s advice-and-counseling practice includes employment matters such as wage-and-hour compliance, internal investigations, pay equity, disability leaves, workplace violence, harassment, retaliation, discrimination, and wrongful terminations. He also regularly advises C-level executives in employment negotiations, separation agreements, and indemnification matters.
Robyn C. Callahan is a partner at the business law firm of Joseph, Cohen & Del Vecchio, having initially joined the firm as Of Counsel in 2014. She is a skilled litigator specializing in business litigation, employment law and commercial disputes, including complex class actions. Ms. Callahan’s employment practice focuses on discrimination, harassment, retaliation, wrongful discharge, pay practices, wage and hour violations, employee hiring, discipline and termination, defamation, as well as other employment-related tort claims.
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 the same day an updated version is being released.
17nov12:00 pm2:00 pm@Lunch Networking: Lending
Join fellow credit union Lending staff for a networking lunch designed to spark meaningful conversation and peer connection. Lunch will be provided, and the discussion topics will be
Join fellow credit union Lending staff for a networking lunch designed to spark meaningful conversation and peer connection. Lunch will be provided, and the discussion topics will be guided by attendees, giving participants the opportunity to share challenges, exchange ideas, and learn from one another’s experiences.
Please RSVP to Antonia Scott at as@utahscreditunions.org if you’d like to attend.
Lunch will be provided at the Association’s offices in Salt Lake City.
Association Office
455 E 500 S, Suite 400
19nov10:00 am12:00 pmCompliance Essentials: Account Admin Advanced
Join us for the third and final webinar in our Account Administration series. This session builds on the foundational and intermediate topics covered earlier in
Join us for the third and final webinar in our Account Administration series. This session builds on the foundational and intermediate topics covered earlier in the year and focuses on some of the more complex and sensitive situations credit unions encounter when administering member accounts.
In this advanced-level program, we will explore key rules, risks, and operational considerations that arise when dealing with fiduciary relationships, deceased members, and dormant funds. These topics often involve multiple layers of legal, regulatory, and procedural requirements, making it essential for credit union staff to understand how to handle them correctly and consistently.
First Amendment Auditors are individuals who attempt to enter and remain on city or public property to record your employees, officials, and operations, or to
First Amendment Auditors are individuals who attempt to enter and remain on city or public property to record your employees, officials, and operations, or to engage in other expressive conduct. They claim to be testing your knowledge of First Amendment rights and are well known for directly confronting and recording law enforcement officers on duty. Their goal is to record how your employees respond to their recording and to see if you violate their first amendment rights. They often engage in verbal tactics to “rattle,” “bait,” “anger,” or “surprise” your employee or official to illicit a “recordable response.” They record from areas that are publicly accessible and any action taken by your employee to challenge or prevent them from recording may become grounds for a lawsuit and/or the video may be placed on YouTube for public viewing. They have challenged employees at banks, restaurants, city halls, and government facilities among other locations. This session provides common sense guidelines on how to properly respond to these frustrating and potentially volatile confrontations.
December
02dec10:00 am11:00 amIgnite Leadership Series: Curiosity as a Practice
What if curiosity was the secret ingredient to stronger teams, deeper connections, and better communication? Dr. Pham will guide your audience through thought-provoking exercises that
What if curiosity was the secret ingredient to stronger teams, deeper connections, and better communication? Dr. Pham will guide your audience through thought-provoking exercises that challenge assumptions, spark authentic dialogue, and build bridges across differences. Attendees won’t just listen—they’ll actively engage in meaningful conversations that shift perspectives and inspire action.
Expect:
Interactive exercises to strengthen communication skills
A-ha moments that challenge the way we see ourselves and others
A high-energy, laughter-filled session that sticks
Who is the Ignite Series for? The Ignite Series is designed to enhance your leadership skills and help you become your best leader. It will be valuable to anyone in your organization who leads a team, from the frontline to the CEOs.
07dec11:00 am12:15 pmEffective Collections Techniques
Rising delinquency and household financial stress require a disciplined, compliant collections strategy. This session focuses on practical techniques for improving contact rates, increasing recoveries, managing
Rising delinquency and household financial stress require a disciplined, compliant collections strategy. This session focuses on practical techniques for improving contact rates, increasing recoveries, managing hardship situations, and using data to prioritize accounts. Participants will learn how to balance empathy with performance while reducing credit and compliance risk.
This session will cover:
Increase recoveries while reducing regulatory and reputational risk
Analyze current delinquency trends and portfolio stress indicators
Improve contact strategies and payment negotiation techniques
Segment accounts using data-driven prioritization methods
Manage hardship and workout programs compliantly
10dec9:00 am11:00 pmCompliance Essentials: Business Lending and Deposit Compliance
Please join us for our final Compliance Essentials class for 2026 Business accounts follow a different set of rules than consumer accounts, and knowing which
Please join us for our final Compliance Essentials class for 2026
Business accounts follow a different set of rules than consumer accounts, and knowing which regulations apply, and which don’t, is key to serving business members without creating compliance risk. This webinar walks through the federal regulations that govern business loans and deposit accounts and clarifies where common consumer protections don’t apply.
We’ll also cover NCUA field of membership requirements for federal credit unions and member business loan and commercial loan requirements and restrictions for all federally-insured credit unions.
For state-chartered credit unions, the session will also address state-specific requirements in California, Nevada, and Utah.
Attendees will leave with a clear picture of their obligations and practical guidance for applying them to day-to-day in business lending and deposit account operations.
14dec9:00 amPrivacy and Information Security Compliance: The Architecture of Confidentiality
RELEASE DATE: DECEMBER 14, 2026ESTIMATED DURATION: 75 MINUTES In an era where
In an era where data is a credit union’s most sensitive asset, protecting member privacy is no longer just a technical requirement—it is a fundamental promise of the credit union movement. This comprehensive training program is tailored to equip credit union staff with the knowledge, skills, and best practices necessary to effectively protect member information and uphold privacy standards. Through this program, participants will gain a deep understanding of the regulatory requirements, emerging threats, and proactive measures essential for safeguarding member data in an increasingly interconnected world.
Attendees will learn:
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 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 the same day an updated version is being released.
21dec9:00 amACH Basics: Green Book – Reclamations
RELEASE DATE: DECEMBER 21, 2026ESTIMATED DURATION: 60 MINUTES Federal Government Reclamations can
Federal Government Reclamations can put your institution at risk if not handeled timely and acturately. This webinar provides a comprehensive overview of the procedures financial institutions should follow when the federal government seeks to recover payments, typically following the death of a recipient.
Jeff Duffy, Assistant Vice President, Education and Events, is responsible for producing and delivering payments education and training to Wespay members through workshops and webinars. With a passion for payments, he aims to build and share knowledge with members in effective and meaningful ways. He also supports members who reach out via our Payments Hotline, providing guidance while helping payments professionals on their journeys.
Prior to joining Wespay, Jeff spent over 12 years in various roles, including Branch Relationship Specialist, Contact Center Senior Representative, and Payments Department Team Lead. His most recent position was Payments Department Supervisor.
Jeff holds a Bachelor of Arts degree in Political Science from the University of Washington. He is an Accredited ACH Professional (AAP) and Accredited Payments Risk Professional (APRP). In addition, he was selected into Wespay’s Emerging Leaders in Payments Program in 2022 – 2023 where he worked closely with our leadership team to gain valuable career-developing skills.
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 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 the same day an updated version is being released.
28dec11:00 am12:00 pmCFPB as Enforcer: The Changing Landscape of Collections Compliance
Don’t count the CFPB out of the game just yet. Enforcement priorities continue to shape collections practices across the industry. This session examines recent regulatory
Don’t count the CFPB out of the game just yet. Enforcement priorities continue to shape collections practices across the industry. This session examines recent regulatory developments, supervisory trends, and enforcement actions impacting credit unions.
Attendees will learn how evolving expectations influence policies, vendor oversight, communications, and documentation practices in today’s collections environment.
This session will cover:
Align collections strategy with evolving regulatory expectations
Review recent enforcement actions shaping collections practices
Understand supervisory expectations impacting policies and procedures
Strengthen vendor oversight and third-party collections controls
Improve documentation and consumer communication standards
January
No Events
February
03feb10:00 am11:00 amIgnite Leadership Series: Topic TBD
Registration opening soon! Who is the Ignite Series for? The Ignite Series is designed to enhance your leadership skills and help you become
Registration opening soon!
Who is the Ignite Series for? The Ignite Series is designed to enhance your leadership skills and help you become your best leader. It will be valuable to anyone in your organization who leads a team, from the frontline to the CEOs.
05feb(feb 5)8:00 am06(feb 6)1:00 pm2027 CU Summit
Join us for Utah’s premier credit union event! Registration and more info coming soon!
Join us for Utah’s premier credit union event! Registration and more info coming soon!
Hyatt Regency Salt Lake City
170 W South Temple
28febAll Day04marGovernmental Affairs Conference 2027
Registration opening soon! SAVE THE DATE:February 28 – March 4Washington, DC Be part of the largest national credit union advocacy event
Registration opening soon!
SAVE THE DATE:
February 28 – March 4
Washington, DC
Be part of the largest national credit union advocacy event of year.
Washington D.C.
March
28febAll Day04marGovernmental Affairs Conference 2027
Registration opening soon! SAVE THE DATE:February 28 – March 4Washington, DC Be part of the largest national credit union advocacy event
Registration opening soon!
SAVE THE DATE:
February 28 – March 4
Washington, DC
Be part of the largest national credit union advocacy event of year.
Washington D.C.
11mar10:00 am11:00 amFinancial Counselor Academy
Starts March 11 | Virtual Become a Certified Credit Union Financial Counselor with critical financial expertise and strategic insight to
Starts March 11 | Virtual
Become a Certified Credit Union Financial Counselor with critical financial expertise and strategic insight to better support your members throughout their financial journey.
April
07apr10:00 am11:00 amIgnite Leadership Series: Topic TBD
Registration opening soon! Who is the Ignite Series for? The Ignite Series is designed to enhance your leadership skills and help you become
Registration opening soon!
Who is the Ignite Series for? The Ignite Series is designed to enhance your leadership skills and help you become your best leader. It will be valuable to anyone in your organization who leads a team, from the frontline to the CEOs.
May
No Events
June
No Events
July
No Events
August
No Events
September
No Events
October
No Events