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EXPIRY NOTE: eTrain reserves the right to expire program links that may include information no longer valid such as regulation and rule changes.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

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.

RELEASE DATE: APRIL 6, 2026
ESTIMATED DURATION: 75 MINUTES

It’s become cliché to mention how much more complex credit unions are and by default credit union board work. But even as we take that fact for granted board orientation programs have often not kept up that pace and are lacking. It’s imperative that new board members get up to speed as quickly as possible and have a full understanding of the work. In this session, Kevin Smith will provide an overview of a comprehensive orientation program and provide an approach to customizing your program.

This session will cover:

• Training topics: Requirements & beyond
• Timeline for onboarding and a calendar
• An Onboarding Checklist
• An Approach to Mentoring
• The Value of Associate Director Programs
• Staff Involvement and Limitations
• And more.

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.

RELEASE DATE: APRIL 13, 2026
ESTIMATED DURATION: 75 MINUTES

Credit union boards spend plenty of time in discussion and debate. It’s familiar territory. But what if the board could go through a regular alignment process that would reduce friction, increase performance and create a more efficient group? Through the calibration process, boards can quickly and easily map out where members are in relation to each other on critical issues of governance and oversight, then have calculated conversations make sure that everyone has the same vision and direction for the organization.

In this session you will:

• Learn three evaluation approaches for creating alignment;
• Review common obstacles to alignment & methods for avoiding them; and
• Discuss best practices for alignment maintenance.

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.

RELEASE DATE: MAY 4, 2026
ESTIMATED DURATION: 75 MINUTES

We’ve heard the stories, or experienced firsthand ourselves – yes – distracting or unruly directors. They come in many forms and in some familiar stereotypes. Find out how you can manage unruly director behavior and keep your board on track to provide peak strategic value. This task belongs to every member of the board, not just to the board chair. Starting with good governance practices you can arm yourself with tools for:

• Having difficult conversations;
• Holding directors accountable;
• Creating an innovative and dynamic board culture;
• Maximizing teamwork and rapport;
• Preventing distractions and rambling board meetings;
• And much more…

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.