Is your credit union prepared for the new privacy rules that go into effect on January 1, 2011? The rules presented are leaving credit unions with questions about how to comply. There's no need to panic! Join us for this webinar as we clarify the vague rules, walk you through sample forms and discuss their use and how they should be implemented.

• This webinar will open with Regina Metz of NCUA to explain the background of the rules and how they were formed. She will also discuss why the NCUA hopes financial institutions will use the new form even though it's not mandatory.

• Next, attendees will hear from Andrea Stritzke of PolicyWorks as she discusses model forms, what forms to use, what information can be shared, when to send notices, what notice to send, when to switch to new forms, and more.

You will also receive sample notices and checklists as takeaways from this webinar. These will provide you with the tools you need to comply with the new rules.

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.

Attend this webinar live on September 30, 2010

Access this archived webinar

More about the January 1, 2011 Privacy Rules

The NCUA has issued a model privacy notice that will guarantee credit union compliance with the privacy notice requirements. Financial institutions including credit unions will still be able to issue their current privacy notices for one year after the effective date of the final version of this rule. However, after December 31, 2010 credit unions will have to use the model form if they want to guarantee compliance with these requirements.

This webinar will be beneficial for compliance staff, management and/or anyone at your credit union needing this detailed compliance information — including, but not limited to managers, CEOs, directors, mortgage lending staff, consumer lending staff, and operations staff.

Affiliation with CUNA/League is required for attendance.

Andrea Stritzke, CUCE

As vice president of PolicyWorks, Andrea is responsible for the delivery of PolicyWorks' regulatory services and new product development while also working with individual credit unions to provide them with training and counsel on certain regulatory matters.



Regina Metz

Regina is an attorney with the National Credit Union Administration (NCUA) in Alexandria, Virginia. She is admitted to practice law before the U.S. Supreme Court and is an American Bar Association business law member. She has drafted many NCUA regulations, legal opinions and policies, and also is an NCUA deputy ethics officer. Prior to joining the NCUA, Regina practiced law at Schwartz and Ballen LLP specializing in financial services, e-commerce, payment systems, and privacy.

The last day for cancellations was September 29, 2010. Substitutions are accepted anytime prior to September 30, 2010 at no additional cost. Simply fax event and contact information, listing the new participant and who they will be replacing.