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CUNA Regulatory Compliance eSchool: Introduction
May 5July 14, 2010
Ten classroom sessions held
2:004:00 p.m. Central Time
Cost: $1,295
CUNA Council members receive a $100 discount.
About This Event
This eSchool will help credit union compliance professionals continue their compliance training to gain a thorough understanding of the credit union regulatory environment and know how to comply with each regulation.
When you register for this complete eSchool, you'll receive all six RegTraC Level 2 compliance modules to use as study guides. After you register, expect to receive your complimentary RegTraC modules within 7 - 10 days. For those attendees registering within six days of the eSchool, modules will be sent out with a two day delivery date. Instructors of the eSchool will use additional handouts as well as reference the modules.
Attendees may choose to obtain their Credit Union Compliance Expert (CUCE) certification by successfully completing proctored exams.
Did you know? Board members and volunteers can earn 8 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.
Also Available
Can't attend at this time? Click here for the archived version.
Also available as an on-site school. For more information, click here
Related eSchools
eSchool of related interest: CUNA Regulatory Compliance eSchool: Update
Class Schedule
Just interested in a specific session? Select individual sessions are available as webinars for only $$438 each. Click here to see a list of related webinars you can register for.
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Topics & Objectives
| Class 1: May 5, 2010 & Class 2: May 12, 2010 |
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| Consumer Lending Regulations |
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Learn about:
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| Class 3: May 19, 2010 & Class 4: May 26, 2010 |
| Mortgage Lending Regulations |
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Learn about:
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| Class 5: June 2, 2010 & Class 6: June 16, 2010 |
| NCUA Requirements & Guidance |
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| Class 7: June 23, 2010 & Class 8: June 30, 2010 |
| Deposit Account Regulations |
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Explore these regulations:
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| Class 9: July 7, 2010 & Class 10: July 14, 2010 |
| General Operations Regulations |
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Review these hot topics:
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Who Should Attend
This eSchool is beneficial for compliance staff who are new to compliance, need an overview of all compliance areas, or are currently doing compliance at your credit union, but haven't had compliance training in more than two years.
CPE Credits
Instructors
Tyler Disburg
Tyler is the chief administrative officer for Montana First Credit Union in Missoula, Montana. He is also on the CUNA Marketing & Business Development Council Executive Committee.
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.
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.
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, 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.
Bill joined CUNA Mutual in 1986 as assistant counsel and has held various positions in CUNA Mutual's 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.
Cancellations
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.
100% Guarantee
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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