Lending andCOLLECTIONS

COMPLIANCE

2020 EducationCOURSE OFFERINGS

• Account Opening Documentation Webinar• Advanced Deposit Account Seminar• BSA for Managers & Compliance Officers Seminar• BSA Webinar for Staff• BSA Webinar for Volunteers/Officials• Collections Roundtable• Compliance Briefing & Discussion• Crash Course in Compliance Seminar

• Fraud Seminar• IRA Essentials and Advanced IRAs Seminars• IT Roundtable• Power of Attorney, Death Claims, Trusts and

Guardianship Seminar• Reg CC Webinar• Regulatory Compliance Seminar

Conferences, Forums AND ROUNDTABLES

• Bankruptcy and Collections Seminar• Bankruptcy Webinars• Collections Seminar• Real Estate Lending Seminar• Indirect Lending

• Lending Seminar• Mortgage Loan Originator Seminar• New Collector Workshop• Small Business Association Lending

Legislative Affairs Forum January 27Fine Tune Your Marketing Machine March 5Leadership Conference May 18-20Hoosier CUES/League Conference July 15

Volunteers/Officials Conference July

86th Annual Meeting and Convention October 7-9CFO Network October 7IT Roundtable October 7Marketing Roundtable October 7Next Generation Leadership Conference December 3

Course Offerings by Topic/Type

Designed to bring together professionals and volunteers from across the state for networking and high-quality instruction from industry experts. The Indiana Credit Union League hosts conferences, forums, roundtables, networks, training seminars and webinars throughout the year on a variety of topics of importance to the credit union industry.

WEBINARS

Volunteers/OFFICIALS

MARKETING

Management/LEADERSHIP

AprilMarch

January

• Chapter Leadership Forum• Compliance Briefing & Discussion• Credit Union Orientation (Dues-supported)• Fraud Seminar• Indirect Lending Seminar • Collections Roundtable• New Collector Workshop• Real Estate Lending Seminar• Small Business Association Lending Seminar

• Account Opening Documentation Webinar • BSA for Staff & Volunteers/Officials• Bankruptcy Webinars – Parts 1&2• Duties & Responsibilities for Supervisory Committees

Webinar

• Financial Literacy Training – Parts 1&2• Real Estate Lending Webinar• Reg CC Webinar

• Financial Literacy Training• Legislative Affairs Forum• Volunteer/Officials Leadership Conference

• Webinars for Volunteers• BSA• Duties & Responsibilities

• Marketing Roundtable • Marketing Seminar

• BSA for Managers & Compliance Officers Seminar• Bankruptcy Webinars• Branch Management Seminar Series• Business Development Seminar • Business Lending Seminar• Chapter Leadership Forum• CFO Network Roundtable• Credit Union Staff Orientation• Hoosier CUES/ICUL Conference

• HR Compliance Seminar • Large Credit Union Roundtable• Leadership Conference• Legislative Affairs Forum• Medium & Small Credit Union Roundtable• Next Generation Leadership Conference• Regulatory Compliance Seminar• Security Issues Seminar• Technology Roundtable

• Legislative Affairs Forum

• Advanced Deposit Account Seminar• Business Development Seminar• Mortgage Loan Originator Seminar

Course Offerings by Month

February

• BSA for Volunteers/Officials• BSA Webinar for Staff• Reg CC Webinar

November

OctoberSeptember

AugustJuly

JuneMay

Educational programs will be added to the calendar throughout the year as new topics of importance emerge. Dates are subject to change. For the most up-to-date list of education events, go to: www.icul.org.

For questions, contact the Consulting & Education Department – (800) 285-5300 or education@icul.org. For the current list of sessions on CUNA’s calendar, please go to http://www.cuna.org/Learn/.

• BSA for Managers & Compliance Officers Seminar• Crash Course in Compliance Seminar• Duties & Responsibilities for Supervisory Committees

Webinar• Leadership Conference

• Hoosier CUES/League Conference• HR Compliance Seminar• Security Issues Seminar• Volunteers/Officials Conference

• Account Opening Documentation Webinar

• Branch Management Series• Compliance Briefing and Discussion• Collections Seminar• Large Credit Union Roundtable

• Bankruptcy and Collections Seminar• Power of Attorney, Death Claims, Trusts and Guardianship

Seminar

• Medium/Small CU Roundtable• ULend Academy

• 86th Annual Meeting and Convention• CFO Network• IT Roundtable• Marketing Roundtable• IRA Advanced Seminar• IRA Essentials Seminar

Conferences/SCHOOLS

Jan. 19-22: CUNA Board of Directors Conference − San José del Cabo, MexicoJan. 28-29: CUNA Business Lending Roundtable − San Diego, CAFeb. 23-27: CUNA Governmental Affairs Conference − Washington, D.C.Mar. 15-18: CUNA Marketing & Business Development Council Conference − Orlando, FLApr. 6-9: CUNA Consumer and Residential Mortgage Lending School − Miami, FLApr. 19-22: CUNA HR & Organizational Development Council Conference − Orlando, FLApr. 20-24: CUNA Regulatory Compliance Certification School − Clearwater Beach, FLApr. 20-23: CUNA Financial Management School − Dallas, TX

December

• Next Generation Leadership Conference

Educational programs will be added to the calendar throughout the year as new topics of importance emerge. Dates are subject to change. For the most up-to-date list of education events, go to: www.icul.org.

For questions, contact the Consulting & Education Department – (800) 285-5300 or education@icul.org. For the current list of sessions on CUNA’s calendar, please go to http://www.cuna.org/Learn/.

OTHER CREDIT UNIONCONFERENCES/EVENTS

Feb. 9-13: CUES Symposium 2020 − Kohala Coast, HIMar. 8-13: CUES Executive Summit − Park City, UTMay 4-7: CO-OP THINK 20 Conference − Dallas, TXJuly 19-22: World Credit Union Conference − Los Angeles, CAFall: Credit Union Water Cooler Symposium − TBD

May 4-8: CUNA Credit Union Board Certification School − New Orleans, LAMay 17-20: CUNA Finance Council Conference − Anaheim, CAJune 1-3: CUNA Cybersecurity Conference with NASCUS − San Diego, CAJune 1-4: CUNA Digital Marketing School − Seattle, WAJune 10-12: CUNA World-Class Service Leadership Institute − Seattle, WAJune 11-12: CUNA National Young Professionals Conference − Madison, WIJuly 12-22: CUNA Management School − Madison, WIJuly 19-22: CUNA America’s Credit Union Conference − Los Angeles, CAJuly 20-23: CUNA Business Lending Certification School − Madison, WIJuly 26-29: CUNA HR Compliance Certification School − San Antonio, TXAug. 10-14: CUNA Investment Certification Schools − Chicago. ILAug. 17-18: CUNA Strategic Planning Roundtable − Nashville, TN Aug. 17-19: CUNA Member Experience, Sales & Service School − Las Vegas, NVAug: CUNA Coaching and Leadership School − TBDAug: CUNA Mutual Group Discovery Live Online Conference − TBDSept. 13-18: CUNA Regulatory Compliance Certification School − Phoenix, AZSept. 21-24: CUNA Collections & Bankruptcy School − TBDSept. 25-26: CUNA National Credit Union Roundtable for Board Leadership − Toronto, CASept: CUNA Governance, Risk Management & Compliance Leadership Conference − TBDSept: CUNA Operations & Member Experience Council Conference − TBDSept: CUNA Security Summit − TBDSept: CUNA Technology Council Conference − TBDOct. 18-20: CUNA Experience Learning Live! − Denver, COOct. 26-28: CUNA Attorneys Conference − Jackson Hole, WYOct: CUNA Marketing & Business Development Certification Schools − TBDNov. 4-5: CUNA Fair Lending Workshop − San Diego, CANov: CUNA BSA/AML Certification Conference − TBDNov: CUNA Lending Council Conference − TBDDec: CUNA Emerging Leader Institute − TBDDec: CUNA Enterprise Risk Management Certification Institute − TBDDec: CUNA Supervisory Committee & Internal Audit Conference − TBD