Staying Compliant While Serving Business Members

Access available November 18, 2009–May 18, 2010
Cost: $219
CUNA Council members receive a $50 discount.
Credit unions with less than $10 million in assets receive a $50 discount. Apply promo code 0950SMALL during checkout.

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About This Event

Does your credit union offer business accounts and business loans? Learn what you need to do when administering business accounts, the disclosures and regulations you need to be familiar with, how the Bank Secrecy Act affects what you do, and any changes to the business lending rules you must follow.

Access This Archive

Archived CUNA Webinars enable staff to pick up new skills and keep up with daily responsibilities. Viewing a archived webinar will enable you to see and hear a presentation, questions of the instructor, and refer to handouts. You need only a computer with an Internet connection and speakers. If you have a computer projection screen, it's easy to provide this training to a whole roomful of staff!

Use our 90- to 120-minute archived webinars as part of a full day of training by gaining knowledge and ideas at the webinar, then spend some time discussing how the new information applies to your credit union.

A single session archived webinar will be made available usually within 48 hours of the live event and a two session archived webinar will be made available within 48 hours of the conclusion of the second session. By registering for this archived webinar, you will receive unlimited access until the end date listed above. No access to this archived webinar is provided after the end date listed above.

For additional training on compliance issues register for the CUNA Regulatory Compliance eSchool: Update which starts October 28, 2009.

Attend this webinar live on November 18, 2009

Access this archived webinar

Topics & Objectives

Serving Business Members

You will:
  • Learn about account administration
  • Study disclosures and regulations
  • Hear about Bank Secrecy Act issues
  • Understand Member Business lending/changes to those rules

Who Should Attend

This webinar is beneficial for regulatory compliance professionals at credit unions and leagues or anyone interested in the topic.

Affiliation with CUNA/League is required for attendance.

Instructors

Mary-Lou Heighes, CUCE

Mary-Lou has been involved in the credit union movement since 1989. She has been involved in all areas of credit union operations: general operations, marketing, collections, lending and compliance. She is a CUNA Certified Credit Union Compliance Expert (CUCE) and is president of Compliance Plus, Inc., which provides strategic planning, training, compliance and consulting services to credit unions. Mary-Lou was the senior research and information consultant for the California/Nevada Credit Union League for seven years and since founding her company in 2000, has provided training for credit unions and leagues around the country. Prior to her tenure at the league, she spent five years in the credit union trenches.



Cancellations

The last day for cancellations was November 17, 2009. Substitutions are accepted anytime prior to November 18, 2009 at no additional cost. Simply fax event and contact information, listing the new participant and who they will be replacing.

For more program content information, call 800-356-9655, ext. 4249, or e-mail training@cuna.coop.

For registration questions, call 800-356-9655, ext. 4400, or e-mail reginfo@cuna.coop.




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CUNA Center for Professional Development is committed to providing a quality learning experience with cutting-edge topics and expert instructors. If for some reason you are not fully satisfied, contact us and we'll provide you a full tuition refund or credit.

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