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Events for March 2018

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Webinar – Understanding Personal Tax Returns Part 2: Schedules E & F

28

Webinar – CECL Rule Overview: Preparation, Planning & Data Collection

1

Webinar – Supervisory Committee Overview: Rules, Regulations & Best Practices

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6

Credit Union Leadership Institute: Tucson, AZ

Webinar – New Accounts Series: Opening Deposit Accounts for Nonprofit Organizations

7

Credit Union Leadership Institute: Tucson, AZ

Chief Executive Institute: Denver, CO

Webinar – Consumer Debt Series: Managing Chapter 7 & 13 Consumer Bankruptcies: Special Rules, Cramdowns & Risks

8

Chief Executive Institute: Denver, CO

BSA Officer Training: Phoenix, AZ

Webinar – Revisiting CDD Policies & Procedures to Include Beneficial Ownership Rule Changes Effective May 11, 2018

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13

Webinar – Developing & Managing Employee Performance Through Effective Recruiting, Onboarding & Coaching

14

Webinar – ACH Rules Update 2018

15

Webinar – Flood Insurance Compliance Review & Update 2018

16
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Credit Union Leadership Institute: Denver, CO

Webinar – Call Report Series: Recent Call Report Changes & Top 10 Errors

21

Credit Union Leadership Institute: Denver, CO

Webinar – Compliance & Legal Risks in Mobile Banking: Rules & Security Requirements

22

Lenders Networking Council: March 22, 2018

Webinar – Completing the CTR Line-by-Line Effective May 28, 2018: Technical Changes, New Data Fields & Alternate Model Reporting

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Webinar – Development of Real Estate Evaluations & Validating Existing Appraisals

28

HR/Trainers Lunch & Learn: Chandler, AZ

Webinar – Collections & the Servicemember: From the MLA to SCRA

29

Webinar – IRA Series: IRA Overview: Traditional & Roth IRA & SEP Plans

30
31
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