Get updates on current compliance information as well as updates on pending legislation. Hear from industry experts on the compliance challenges they see facing credit unions and join a discussion on tips to help you with these challenges. A CUCE recertification study session is offered as part of the Update eSchool. By attending the entire update eSchool, you can fulfill the 30 hours of continuing education requirement for recertification.

Of related interest:

• CUNA Compliance eGuide
• Compliance Blog
• CUNA Lending Compliance eSchool

Who Should Attend

This eSchool is beneficial for compliance staff, management and anyone at the credit union needing this detailed compliance information. This eSchool is also beneficial for anyone looking to recertify for the Credit Union Compliance Expert (CUCE) designation. Affiliation with CUNA/League is required for attendance.

IMPORTANT 2013 EXAM INFORMATION

• The 2013 proctored exam window begins September 23^rd and ends October 25th.
• Exams can only be taken during this exam window.
• It is important to locate a proctor within your area and schedule the recertification exam in advance, please see deadline information below.

Steps to Proctored Exam:

1. REGISTER for Regulatory Compliance Update eSchool.
2. LOCATE a proctor in your area (proctor must be available during exam window). For more information on proctor guidelines, please click here.
3. SCHEDULE the recertification exam on a date within the exam window: September 23^rd - October 25^th.
4. SUBMIT the Proctored Exam Request form between August 19^th - August 30^th.
5. ATTEND CUNA's Regulatory Compliance Update eSchool sessions.
6. TAKE the proctored recertification exam between September 23^rd - October 25^th.

If you have further questions about the exam process, please contact training@cuna.coop or 800-356-8655 ext 4249.

Class 1: August 27, 2013
Advanced Account & Operations Issues
Address key compliance issues and problems Address key account issues and problems Address key operations issues and problems Fill numerous account, operations and even loan/lending gaps
Class 2: September 10, 2013
Consumer Lending Updates
Disparate impact-where are we going with this long-term concept?  This method of determining whether a lender is violating the Equal Credit Opportunity Act is under attack.  We'll explore the issues, the cases, and what we might see that could have an enormous impact on your lending programs. TILA-a shield to foreclosure?  We'll explore the developments. CFPB-Looking to change the credit card rules again? What about servicing of private student loans? Other late breaking developments in consumer lending
Class 3: September 17, 2013
CUCE Recertification Study Session (This webinar cannot be purchased separately from this eSchool)
Discuss regulatory updates that have taken place since your last certification/recertification date Review the information necessary to prepare for the recertification exam Take this opportunity to ask questions to help clarify issues
Class 4: September 24, 2013
ABC's of Policies
Differences between policies and procedures Examiner Required Board Policies Policy Preparation and Maintenance Best Practices Bullet proofing your policy manual
Class 5: October 1, 2013
You Mean There's More Than Credit Risk?
How to get, review and use title insurance commitments and policies to get the best protection for the CU and the member How to get, review and use Insured Closing Protection Letters for added protection How to review Appraisals and Surveys to protect the CU
Class 6: October 8, 2013
Update on Mortgage Lending Regulations
Review of 2013 final mortgage lending rules Update on combined TIL and GFE forms Other late breaking mortgage lending updates
Class 7: October 15, 2013
NCUA Examination Preparations Strategies
Understanding Examination Logic Examination Preparation Tactics and Tips Current Hot Examination Topics Dodd Frank Examination Implications Understanding Your Examination Rights

Tyler Parker

Tyler is a nationally recognized speaker on financial institution operational and compliance topics, who over the last 20 years has taught compliance programs for 45 Credit Union Leagues, the Credit Union National Association (CUNA), the National Credit Union Administration (NCUA) and numerous credit unions and financial institutions.

Bill Klewin

Bill is director, Regulatory Compliance in the Lending Solutions area of the CUNA Mutual Group in Madison, Wisconsin. In that role, he is responsible for consumer regulatory compliance for LOANLINER, loanliner.com, and other products.

He is nationally known for his expertise in consumer lending and operations and is recognized as the nations expert on open-end multi-featured lending. He has spoken at numerous conferences focusing on credit union and financial institution issues, was a main teacher in a team chosen by the NCUA to train state and federal examiners in consumer lending, and is a regular contributor and columnist in various publications on lending related issues. 

First joining CUNA Mutual in 1986 as assistant counsel, Bill has held various positions in CUNA Mutuals Legal Department and business areas. Before joining CUNA Mutual, Bill maintained a private practice, concentrating on commercial and business law. He graduated magna cum laude from the University of Wisconsin in 1978 with a BA in History and received his Juris Doctor in 1981. He is a member of both the Wisconsin and American Bar Associations.

Bill served for 11 years on the board of directors of a Madison based credit union, including two years as chair of the board. The CUNA Mutual Group is headquartered at the Credit Union Center in Madison, Wisconsin, and provides insurance and financial services to credit unions and their members throughout the world.

David Reed

Attorney, author, consultant and nationally recognized speaker, David is a partner in the law firm of Reed and Jolly, PLLC and founder of CU Doctor, a full service credit union consulting practice. Through Reed and Jolly, David provides guidance to credit unions concerning a variety of matters including the establishment and revision of credit union policies and procedures, organizational compliance, collections, security, contractual agreements, regulatory matters and corporate governance. David is particularly noted as an expert in the areas of credit union operations, bankruptcy and collections. He has been selected to train NCUA Field Examination and Audit Staff on numerous issues including ID Theft Red Flags, S.A.F.E Act, Third Party Contract Management and Bankruptcy matters.

Teri Stomski

Teri is special counsel at Rogers Townsend Law firm and specializes in Business Banking & Professional Practices. Teri concentrates her practice in commercial real estate transactions and banking and finance. In addition to her background as a real estate transactions and litigation attorney, she is also the former state counsel for a national title insurance company, as well as a former commercial lender. Teri utilizes her expansive knowledge of banking and title insurance to assist her clients in minimizing risk. Teri is an Adjunct Professor at the USC School of Law, teaching Real Estate Transactions II, and is a frequent lecturer and contributing author for continuing legal education seminars relating to real estate law and title insurance for the South Carolina Bar and Palmetto Land Title Association, among others.

Jeff Anderson

Jeff serves as regulatory counsel at Policyworks, LLC. In working with individual credit unions on a variety of federal regulatory compliance matters, Jeff provides strategic compliance direction while assisting credit unions with the day-to-day implementation and understanding of federal laws and regulations. Jeff also helps credit unions by reviewing disclosures and other materials, as well as conducting training to support credit unions compliance efforts.

Prior to joining PolicyWorks, Jeff worked at the Dickinson Law Firm in the banking and business law groups and focused his practice on helping financial institutions of all sizes meet their regulatory compliance responsibilities.

Recorded Event

All live event registrations include credit union access to the recorded event. You may also purchase the recorded event separately. Click here to see more about purchasing the recorded event. Recorded events can be accessed by anyone at a registered credit union through My Programs.

Sessions

Only interested in a specific topic? Select individual sessions are available as webinars for $219-$438 each.

• August 27: Advanced Account and Operations Issues
• September 10: Consumer Lending Updates
• September 17: CUCE Recertification Study Session (This webinar cannot be purchased separately from this eSchool)
• September 24: ABC's of Policies
• October 1: You Mean There's More Than Credit Risk
• October 8: Update on Mortgage Lending Regulations
• October 15: NCUA Examination Preparation Strategies

CUNA is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org.

CPE Credits: You can earn 12 group Internet-based credits for this eSchool. No advance preparation or prerequisites are required. For more information regarding administrative policies, such as complaint and refund, please contact CUNA at 800-356-9655, ext. 4249. To view all programs that offer CPE credits, click here.

To provide more credit union staff the opportunity to hear detailed information regarding their credit union duties, CUNA adapts many of its face-to-face schools into eSchools. Just like face-to-face classes, CUNA eSchools allow attendees to see and hear a presentation, ask questions of the speaker and refer to handouts. With topics spanning all credit unions business areas, CUNA Training Bundle affordably provides unlimited access to all CUNA webinars, eSchools and audio conferences for all staff, managers and board members.

Registration includes credit union access to the recorded event through My Programs.

Connecting to Your eSchool

CUNA webinars use Adobe Connect to provide an interactive and convenient online learning environment. Whether you are a first-time Adobe Connect user, or simply need a refresher, take a short tour. You'll learn how to effectively interact with the speakers and your peers during eschools.

You need a phone and computer with Internet connection. Event connection details will be emailed to registered attendees 24-48 hours prior to the event. If you register for an event on the day it is being held, please call 800-356-9655, ext. 4249 or email for assistance.

Recorded Event

All registrations include credit union access to a recording of this event. Recorded events are available within 48 hours of the live event. Recorded events can be accessed by logging into My Programs using your CUNA website username and password.

Discounts

Discounts may apply. Your final price will be visible at checkout. Only one discount available per registration.

100% Guarantee

CUNA is committed to providing a quality learning experience. If for some reason you are not fully satisfied, contact us and we'll provide you a full tuition refund or credit.

Cancellations