Events Calendar

Date: Mar 07, 2012 • 12:00 PM - 01:30 PM

Location: Online

Examiners are due next month!  Will your credit union pass the test?  This program is designed to provide an update and teach you how to complete an ODP program checkup before examiners arrive.  Since examiners will target specific issues in the examination process this year, this webinar will cover litigation, federal laws, state laws, and other ODP “hotspots” in this regulatory environment.

HIGHLIGHTS

• Your ODP program – will it pass the test?  An exam checklist
• Regulation E, TISA, and state laws
• 2005 joint guidance
• Examination “hot spots” and how the rules are being interpreted
• Lawsuits around the country
• Policy, procedures, fees, and marketing in 2012
• Fair or unfair trade?  A look at potential federal and state issues
• Frequently asked questions about overdraft programs

WHO SHOULD ATTEND?

This informative session is designed for compliance staff, deposit operations, and management who are responsible for implementing a fair and compliant overdraft program.

PLEASE NOTE: The live webinar option allows you to have one telephone connection for the audio portion and one Internet connection (from a single computer terminal) to view online visuals as the presentation is delivered. You may have as many people as you like listen from your office speaker phone.

ABOUT THE PRESENTER – Deborah L. Crawford, gettechnical inc

Deborah Crawford is the President of gettechnical inc., a Baton Rouge-based firm, specializing in the education of financial institutions across the nation.  Her 27+ years of experience began at Hibernia National Bank in New Orleans.  She graduated from Louisiana State University with both her bachelor’s and master’s degrees. 

Debbie specializes in the education of financial institution employees and officers in the area of deposit account laws, new account documentation, insurance, complex compliance regulations, and IRAs.

THREE REGISTRATION OPTIONS:

1. LIVE WEBINAR

   The LIVE WEBINAR option allows you to have one telephone connection for the audio portion and one Internet connection (from a single computer terminal) to view online visuals as the presentation is delivered.  You may have as many people as you like listen from your office speaker phone.  Registrants receive a toll-free number and pass code that will allow entrance to the seminar. The session will be approximately 90 minutes, including question and answer sessions.  Seminar materials, including instructions, pin number, and handouts will be emailed to you prior to the broadcast.  You will need the most current version of Adobe Reader available free at www.adobe.com.

2. ON-DEMAND WEB LINK** AND FREE CD ROM*

   Can’t attend the live webinar?  The ON-DEMAND WEB LINK**is a recording of the live event including audio, visuals, and handouts.  We even provide the presenter’s email address so you may ask follow-up questions.  Approximately 1 week prior to the webinar, you will receive an email with the web link.  This web link can be viewed anytime 24/7, beginning 6 business days AFTER the webinar and will expire 6 months after the live program date.  But there's more . . . AS AN ADDED BONUS, you will also receive a FREE audio/visual CD ROM.*  The CD ROM includes the original audio/visual presentation, the question and answer sessions, and the handouts.  Use the on-demand link or this “off-the-shelf” training program for those that could not attend the live seminar and for future training.

   New! Listen on your iPad, iPhone or Android device. Instructions will be emailed to you with the on-demand link.

3. BOTH LIVE WEBINAR AND ON-DEMAND WEB LINK** (INCLUDES FREE CD-ROM*)

   Includes options 1 and 2 above.

   *CD ROM for PC use only

   **All materials are subject to copyright and intended for your financial institution’s use only.

FOR MORE INFORMATION

Contact the Education and Training Department at 800.995.9064 or email your questions directly to training@nwcua.org.

To ensure you receive all announcements and updates about this webinar, be sure your credit union’s email system accepts (and does not reject) mail from the following email addresses:

• NWCUAtraining@CUwebtraining.com
• NWCUA@CUwebtraining.com
• jan@cuwebtraining.com