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Industry Calendar

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August 2014 Events

August 2014
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Current Events:
August 26, 2014 (11:30 AM - 01:00 PM)
Federal consumer compliance regulatory panel and update on the CFPB
Event details:
August 26, 2014
11:30 AM - 01:00 PM
Join our complimentary webcast on Tuesday, Aug. 26, to gain clarity around regulatory compliance issues impacting your institution or organization. This third installment of our 2014 series will be led by McGladrey presenters Kelly Housh and Tyrone Beasley. We will be hosting a panel of regulators, as well as Rod Alba from the American Bankers Association. Complimentary - 1.5 hrs CPE Available
August 26, 2014 (02:00 PM - 03:00 PM)
Free Webinar: The Mortician's Guide to PFI Member Growth in 2015
Event details:
August 26, 2014
member-growth-graphic
02:00 PM - 03:00 PM
Many credit union executives are making deadly (and dead wrong) decisions about their retail banking products and practices. Retail banking is a thriving business, if you don’t allow flawed analysis to lead you into making bad decisions. This session covers how to double overall new PFI (primary financial institution) member acquisition, and how that approach can result in a 30 percent improvement in ROA. With Strategic Planning for 2015 coming up, you don't want to miss this webinar!
August 27, 2014 (02:00 PM - 03:00 PM)
The State Of The Industry & Key Trends For 2015 Planning
Event details:
August 27, 2014
02:00 PM - 03:00 PM
Jon Jeffreys, managing partner of Callahan & Associates, discusses industry performance and the trends that will shape 2015 and beyond.
August 29, 2014 (10:00 AM - 11:00 AM)
Three Real Estate Trends Every Credit Union Needs To Know
Event details:
August 29, 2014
10:00 AM - 11:00 AM
In this 60-minute Webinar we'll discuss the three dominant real estate trends every credit union needs to know! Whether you’re developing new strategies to reach more prospective home buyers or looking to strengthen your role as a member advocate, let the latest market research help you reach more members, retain more mortgages and build better relationships.
September 04, 2014 - September 07, 2014 (All Day Event)
Minnesota Credit Union Network Fall Conference
Event details:
September 04, 2014 - September 07, 2014
All Day Event
Madden’s on Gull Lake

Brainerd,MN

Join us in Brainerd, MN for the Minnesota Credit Union Network's Fall Conference.
September 09, 2014 (03:00 PM - 04:30 PM)
Webinar: FOM 2014: What Field of Membership Options are Still Available
Event details:
September 09, 2014
03:00 PM - 04:30 PM
Former NCUA Chief of Staff Kirk Cuevas will walk attendees through the field of membership diversification options available to credit unions in the current environment, identifying pros and cons of each option. Recent changes to the chartering and field of membership manual for credit unions including underserved areas, community charters, SEG expansions, associations, charter conversions and mergers will all be discussed.
September 09, 2014 - September 12, 2014 (06:00 PM - 12:00 PM)
2014 NASCUS State System Summit
Event details:
September 09, 2014 - September 12, 2014
2014-button
06:00 PM - 12:00 PM
Omni Hotel
250 5th Avenue South
Nashville,TN
37203

615-782-5300

The 2014 NASCUS State System Summit is the only annual event for the nation’s state credit union system. Join NASCUS at this year’s Summit, which will be held Sept. 9-12 at the Omni Hotel in Nashville, Tenn., and learn the latest on financial regulations impacting your credit union, network with your fellow state credit unions and state regulators, exchange leading practices that make state credit unions great, and hear the latest from credit union industry insiders and national policymakers.
September 10, 2014 - September 17, 2014 (All Day Event)
Fall 2014 Credit Union Development Education (DE) Training
Event details:
September 10, 2014 - September 17, 2014
All Day Event
Madison,WI

DE Training provides critical lessons in cooperative principles and credit union philosophy while incorporating challenges credit unions face today. Since 1982, more than 1,100 credit union advocates from over 34 countries have graduated from DE Training to become Credit Union Development Educators (CUDEs).
September 10, 2014 (01:00 PM - 02:00 PM)
"Social Media Management- Opportunities and Challenges"
Event details:
September 10, 2014
LKCS_4C_Tag_Vert
01:00 PM - 02:00 PM
Your account holders are active online. They communicate with friends and family. Social media is the logical choice to connect with your account holders where they are most actively present. Establishing a Facebook page, LinkedIn presence, Twitter account, etc. is commonplace for financial marketers, but social media also has its challenges. Managing social media does not need to be tremendously difficult. LKCS has suggestions to help at our upcoming webinar.
September 11, 2014 - September 12, 2014 (All Day Event)
2014 McGladrey National Credit Union Conference
Event details:
September 11, 2014 - September 12, 2014
All Day Event
The Westin San Diego Gaslamp Quarter
910 Broadway Cir
San Diego,CA
92101

888-627-8563

Managing risks for continued success, for credit union officials and executives Join us for our 38th annual educational conference where you can gain fresh insights and new ideas to help your organization prosper moving forward.
September 11, 2014 - September 12, 2014 (All Day Event)
uConference14 - Payments Conference
Event details:
September 11, 2014 - September 12, 2014
All Day Event
Portland,OR

MAP’s two-day conference will feature leaders from multiple disciplines to help us gain insights on the rapidly evolving payments industry. MAP hosts this small conference each year for credit unions where we bring together industry experts to meet in a relaxed setting for learning and exploring what is happening in the payments industry and how it will impact our members. As an intimate event for select participants, space is limited.
September 12, 2014 (09:00 AM - 03:00 PM)
NASCUS 2014 Nashville, Tenn., Directors' College
Event details:
September 12, 2014
09:00 AM - 03:00 PM
Omni Nashville Hotel
250 5th Avenue South
Nashville,TN
37203

615-782-5300

The National Association of State Credit Union Supervisors (NASCUS), the Tennessee Department of Financial Institutions, and the Tennessee Credit Union League invite you to participate in the Tennessee Directors' College, scheduled for September 12, 2014. The college will take place at the Omni Hotel in Nashville, Tenn. Highlights of the program include a national issues overview, cyber security and interest rate risk. For more information, email Isaida Woo at isaida@nascus.org.
September 15, 2014 - September 16, 2014 (All Day Event)
Leadership Program CFO Roundtable — Chicago
Event details:
September 15, 2014 - September 16, 2014
All Day Event
Callahan & Associates' Roundtables are held through our Leadership Program and provide credit unions a change to discuss challenges and opportunity directly with their peers. We speak with attendees prior to the Roundtable and from those conversations the day's agenda is built.
September 17, 2014 - September 19, 2014 (All Day Event)
Iowa Credit Union League Convention
Event details:
September 17, 2014 - September 19, 2014
All Day Event
Grand Harbor

Dubuque,IA

Join us in Dubuque, IA for the Iowa Credit Union League's Convention.
September 18, 2014 (02:00 PM - 03:00 PM)
Balancing Complaint Resolution And Brand Building On Social Media
Event details:
September 18, 2014
02:00 PM - 03:00 PM
BECU offers best practices on how to use social channels to share financial content and boost brand while handling negative comments and dissatisfied members.
Looking Forward:
September 22, 2014 - September 25, 2014 (All Day Event)
CUNA Technology Council Conference
Event details:
September 22, 2014 - September 25, 2014
All Day Event
Loews Hollywood Hotel

Hollywood,CA

Join us in Hollywood, CA for CUNA's Technology Council Conference.
September 22, 2014 - September 25, 2014 (All Day Event)
CUNA Operations, Sales & Service Council Conference
Event details:
September 22, 2014 - September 25, 2014
All Day Event
Loews Hollywood Hotel

Hollywood,CA

Join us in Hollywood, CA for CUNA Operations, Sales & Service Council's Conference.
September 22, 2014 - September 26, 2014 (08:00 AM - 12:00 PM)
MBL Conference
Event details:
September 22, 2014 - September 26, 2014
MBL_Conference_Event_Image
08:00 AM - 12:00 PM
Eden Resort & Suites
222 Eden Road
Lancaster,PA
17601-4216

866-801-6430

The MBL conference is open to PCUA members and non-members. It is designed for beginners, as well as advanced levels. This week-long conference is for credit union professionals at credit unions of any size who offer loans to small businesses. Attendees have the option to attend the whole week, or choose the day(s) you'd like to attend.
September 22, 2014 (09:00 AM - 03:00 PM)
NASCUS 2014 Texas Directors’ College
Event details:
September 22, 2014
09:00 AM - 03:00 PM
Austin,TX

The National Association of State Credit Union Supervisors (NASCUS), the Texas Department of Financial Institutions, and the Cornerstone Credit Union League invite you to participate in the Texas Directors College, scheduled for Sept. 22, 2014, in Austin, Texas. Highlights of the program include a national issues overview, cyber security and interest rate risk. The cost of the NASCUS Directors College is $199 for NASCUS members and $215 for non-members.
September 24, 2014 - September 26, 2014 (All Day Event)
Sageworks 3rd Annual Risk Management Summit
Event details:
September 24, 2014 - September 26, 2014
All Day Event
Nashville,TN

Maintaining a focus on the allowance for loan and lease losses (ALLL) and stress testing loan portfolios, the Summit will bring bank and credit union executives together with banking’s top consultants for two days of presentations, panels, networking, and discussion. Featured topics are scheduled to include preparing for the FASB CECL model changes, backtesting ALLL calculations, interpreting and applying stress testing results, and preparing for year-end calculations.
September 24, 2014 (02:00 PM - 03:00 PM)
Tips For Becoming A Realtor's Go-To Lender
Event details:
September 24, 2014
02:00 PM - 03:00 PM
Learn about best practices for building realtor relationships straight from a realtor that works with credit unions.
October 01, 2014 (All Day Event)
Regional Advisor Sales Roundtable
Event details:
October 01, 2014
CFS_long-H-logo_RGB-10in-72dpi_trans_bkr
All Day Event
Valley Forge Casino Resort
1160 First Avenue
King of Prussia,PA
19406

858-530-4490

Advisor sales training and networking opportunities hosted by CUSO Financial Services (CFS).
October 02, 2014 (02:00 PM - 03:30 PM)
Here Comes 2015: Own It Before It Starts
Event details:
October 02, 2014
02:00 PM - 03:30 PM
The 2014 Credit Card Management School closes with Tim Kolk looking forward to trending card topics as we go into 2015.
October 07, 2014 - October 09, 2014 (All Day Event)
North West Credit Union Association Convention and ABM
Event details:
October 07, 2014 - October 09, 2014
All Day Event
Spokane Convention Center

Spokane,WA

Join us in Spokane, WA for the NorthWest CU Association Convention and ABM.
October 07, 2014 - October 08, 2014 (10:00 AM - 12:00 PM)
2014 NASCUS Michigan Industry Day
Event details:
October 07, 2014 - October 08, 2014
10:00 AM - 12:00 PM
Sheraton Ann Arbor Hotel
3200 Boardwalk Street
Ann Arbor,MI
48104

800-230-4134

The 2014 NASCUS Michigan Industry Day will provide an opportunity for dialogue between the regulators and the regulated. The session is open to Michigan credit union directors and executive management, and will begin Oct. 7 at 10 a.m., and end Oct. 8 at noon. The fee for this one-day event is $99 for NASCUS members and $129 for non-members.
October 08, 2014 - October 10, 2014 (All Day Event)
Kentucky Credit Union League Annual Meeting
Event details:
October 08, 2014 - October 10, 2014
All Day Event
Marriott

Louisville,KY

Join us in Louisville, KY for the Kentucky CU League Annual Meeting.
October 08, 2014 (All Day Event)
Regional Advisor Sales Roundtable
Event details:
October 08, 2014
CFS_long-H-logo_RGB-10in-72dpi_trans_bkr
All Day Event
McMenamins-Edgefield
2126 S.W. Hlasey St.
Portland,OR
97060

858-530-4490

Advisor sales training and networking opportunities hosted by CUSO Financial Services (CFS).
October 08, 2014 - October 11, 2014 (All Day Event)
NCOFCU 2014 Annual Educational Conference
Event details:
October 08, 2014 - October 11, 2014
All Day Event
San Diego ,CA

Annual Educational Conference for the Staff and Volunteers of firefighter credit Unions.
October 08, 2014 - October 09, 2014 (08:00 AM - 05:00 PM)
2014 NASCUS/Michigan/CUNA BSA School
Event details:
October 08, 2014 - October 09, 2014
08:00 AM - 05:00 PM
Sheraton Ann Arbor Hotel
3200 Boardwalk Street
Ann Arbor,MI
48108

(734) 996-0600

NEW THIS YEAR in Michigan, NASCUS, in partnership with the Credit Union National Association (CUNA), will be bringing a day-and-a-half Bank Secrecy Act (BSA)/Anti-Money Laundering (AML) school to Michigan following the 2014 NASCUS Michigan Industry Day. This event will be open to state and federal examiners as well as credit union and industry staff. CUNA will be offering its BSA Compliance certification test as part of the school. The cost of registration for the BSA school is $450 per person.
October 15, 2014 - October 17, 2014 (All Day Event)
SMArt Sessions
Event details:
October 15, 2014 - October 17, 2014
All Day Event
Houston,TX

The mission of SMArt Sessions is to provide you with the latest information on strategies and technologies that can be used to further enhance your enterprise automation and business performance. Network with IT colleagues and discuss new ideas and real world solutions with fellow OpCon users. You’ll have an opportunity to explore SMA Solutions’ latest developments, as well as receive valuable technical training from our OpCon wizards. Please contact SMArtSessions@smasolutions.IT if you have any
October 15, 2014 (03:00 PM - 04:30 PM)
Webinar: Trust, but Verify - The Top Ten Items Every CU Board Should Monitor
Event details:
October 15, 2014
03:00 PM - 04:30 PM
Effective enterprise risk management requires that directors be familiar with seven key areas of credit union risk in order to monitor performance at their credit union. With special emphasis on monitoring risk, the "Trust, but Verify" webinar gets practical with ten specific challenges that effective credit union boards should monitor on a systematic basis. In addition to in-depth focus on the seven key risk areas of regulatory scrutiny, former NCUA Chairman Dennis Dollar will also emphasize
October 16, 2014 (All Day Event)
National Credit Union Day
Event details:
October 16, 2014
All Day Event
Credit unions continually demonstrate their ability to improve the lives of individuals, families, communities and countries around the world, and have done so for generations.It's time to celebrate.
Past Events:
August 19, 2014 (08:30 AM - 04:00 PM)
NASCUS California Directors' College
Event details:
August 19, 2014
08:30 AM - 04:00 PM
Glendale
701 North Brand Blvd.
Glendale,CA
91203

The 2014 NASCUS California Directors’ College, scheduled for Aug. 19, 2014, in Glendale, Calif., will include an overview on national issues, as well as presentations on current exam issues, the Bank Secrecy Act, and bank-owned life insurance. The cost to attend is $199 for NASCUS members and $215 for non-members. This includes registration, a continental breakfast and lunch.
August 20, 2014 (01:00 PM - 02:00 PM)
The importance of operating controls for employee benefit plans
Event details:
August 20, 2014
01:00 PM - 02:00 PM
With regulators focused more than ever on a plan’s controls, it is imperative that plan sponsors have the proper procedures and controls in place. Complimentary 1 hour CPE available
August 20, 2014 (02:00 PM - 03:00 PM)
2Q 2014 Trendwatch — Day 1
Event details:
August 20, 2014
02:00 PM - 03:00 PM
This must-attend quarterly event for credit union leaders covers performance trends, industry success stories, and areas of opportunity.
August 20, 2014 (03:00 PM - 04:00 PM)
J.R. Bruno Webinar: Recent Changes In SBA Underwriting And SOPs
Event details:
August 20, 2014
03:00 PM - 04:00 PM
“Recent Changes in SBA Underwriting and SOPs,” J.R. Bruno & Associates latest webinar, comes on the heels of the SBA’s updates to SOP 50 10 5 (F), that were effective July 1, 2014.The session will focus on this year’s SOP changes and related underwriting issues, including collateral guidelines, life insurance, the small loan credit scoring process, and will touch on cash flow calculations. Register: https://attendee.gotowebinar.com/register/817225571590763521
August 21, 2014 (11:30 AM - 12:30 PM)
2Q 2014 Trendwatch — Day 2
Event details:
August 21, 2014
11:30 AM - 12:30 PM
This must-attend quarterly event for credit union leaders covers performance trends, industry success stories, and areas of opportunity.
 
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