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24jun1:00 amTRID 101 – An Overview of TRID Disclosures and RequirementseTrain Webinar


01jul9:00 amExpected Financial Analysis

08jul1:00 amWire Transfer BasicseTrain Webinar

15jul9:00 amInformation Security Risk Assessment

16jul12:00 pm2:00 pm@Lunch Networking: Operations

18jul9:00 am4:00 pmBank Secrecy Act Mini-ConferenceCompliance EssentialsRescheduled from May 16, 2024 to July 18, 2024

22jul9:00 amInvestment Basics

29jul1:00 amIT Security ThreatseTrain Webinar


01aug7:30 am3:00 pm2024 Women’s Golf

05aug1:00 amBank Secrecy Act Compliance for BSA OfficerseTrain Webinar

05aug1:00 amBank Secrecy Act Compliance for VolunteerseTrain Webinar

05aug1:00 amBank Secrecy Act Compliance for Frontline StaffeTrain Webinar

05aug1:00 amBank Secrecy Act Compliance for LenderseTrain Webinar

05aug9:00 amCapital Adequacy and Capital Planning

08aug10:00 am11:00 amSelf Care & CompassionIgnite Leadership Series

12aug9:00 amThe Boards Role in Risk Management

19aug9:00 amSelect Employee Group Field of Membership

22aug10:00 am12:00 pmFair LendingCompliance Essentials

26aug9:00 amCollecting, Analyzing and Understanding AI Data for Membership and Loan Acquisition Strategies

26aug9:00 amBuilding a Data Strategy for Artificial Intelligence

27aug9:30 am2:00 pmCredit Union Sales Intensive with SalesCU


09sep9:00 amResponding to Federal Subpoenas

09sep9:00 amResponding to Federal Levies and Other Garnishments

10sep9:30 am2:00 pmCredit Union Sales Intensive with SalesCU

11sep12:00 pm2:00 pm@Lunch Networking: Organizational Development

16sep1:00 amRegulation Z: Truth in Lending Act (TILA)eTrain Webinar

26sep10:00 am12:00 pmMLO ComplianceCompliance Essentials

30sep1:00 amPayments FraudeTrain Webinar


01oct9:30 am2:00 pmCredit Union Sales Intensive with SalesCU

02oct10:00 am11:00 amIgnite Leadership Series: Thriving Through Change

07oct1:00 amStop PaymentseTrain Webinar

09oct12:00 pm2:00 pm@Lunch Networking: Collections

25oct(oct 25)8:00 am26(oct 26)4:00 pmVolunteer Summit with Chair/CEO Pre-meeting

30oct12:00 pm2:00 pm@Lunch Networking: CEOs


04nov1:00 amRegulation E: Electronic Funds TransferseTrain Webinar

12nov12:00 pm2:00 pm@Lunch Networking: CFO/Accounting/ALM

13nov9:00 am4:30 pmIRA Essentials Class with Ascensus

14nov9:00 am4:30 pmIRA Advanced with Ascensus

18nov9:00 amRobbery Prevention Training

19nov12:00 pm2:00 pm@Lunch Networking: Lending

21nov10:00 am12:00 pmAdvertising ComplianceCompliance Essentials


02dec9:00 amTelephone Etiquette and Excellence for Today’s Digital World

03dec10:00 am11:00 amIgnite Leadership Series: The Upside with Jack Stahlman

04dec12:00 pm2:00 pm@Lunch Networking: Risk Management

09dec9:00 amMastering Written Communication: Strategies for Effective Email Communication Across Generations

12dec10:00 am12:00 pmCompliance Resources PotluckCompliance Essentials