Get a quick and current update on what's happening in the world of compliance! Build compliance knowledge and policies with training designed by industry experts specifically for credit union needs. Arm yourself with the latest information and appropriate action steps to develop more effective policies, communicate expectations to employees, and offer stronger protection for your credit union, board, and members.


Did you know? Board members and volunteers can earn 4 credits toward the CUNA Volunteer Certification Program (Level 2, Safety and Soundness) to earn your Certified Credit Union Volunteer designation by successfully completing the optional exam.

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.

Access this archived eSchool

Compliance staff who are interested in staying up-to-date with their compliance efforts or who have had compliance training in the past two years will benefit from Regulatory Compliance School: Update.

Affiliation with CUNA/League is required for attendance.

Woody Hodgdon, CUCE, BSACS

Woody is the founder of W & D Adventures, LLC and Regulations A-Z & More. He has been a national compliance presenter for more than 17 years and recently retired from Addison Avenue Federal Credit Union after 28 years. Woody was most recently the national compliance manager at Addison Avenue and was located in their Loveland, Colorado branch. He spent three years as an agent for CUNA Mutual in northern Colorado prior to starting his management career with credit unions. Woody has been involved in credit union management, operations, marketing and compliance issues for more than 30 years and has also held jobs as interim credit union manager, vice president of operations, branch manager, marketing manager, collection & compliance manager and senior loan officer.



Roger Blake

 

Bill Klewin

Bill is director of Regulatory Compliance for CUNA Mutual Group in Madison, Wisconsin. In that role, he is responsible for issues involving regulatory compliance, lending and lending insurance.

Bill joined CUNA Mutual Group in 1986 as Assistant Counsel. After 10 years in the Legal Division, he was named vice president and managing director of CUNA Mutual Group’s Lending Lab and product leader for LOANLINER and the Student Loan Network. He rejoined the Legal Division in 2007.

Prior to joining CUNA Mutual Group, Bill maintained a private practice, concentrating on commercial and business law.

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




Jane Pannier

Jane is the general counsel of REALTORS Federal Credit Union. Her experience includes being a partner with the Rochdale Group and EVP with Counter Intelligence Associates where she specialized in consulting and compliance training. She was also the senior compliance counsel for the National Association of Federal Credit Unions and director of their regulatory compliance department. Jane is a former credit union CEO and has held various credit union executive positions.




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.

The last day for cancellations was December 15, 2009. Substitutions are accepted anytime prior to December 16, 2009 at no additional cost. Simply fax event and contact information, listing the new participant and who they will be replacing.