Tennessee Credit Union League Distance Learning By Category

February 27: Advanced Collection Techniques That Reduce Delinquency & Loss (Bruce Hull) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only

April 16: Maximizing Recoveries on Charged-off Loans (David Reed) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only

July 10: Collecting Decedents' Debts (Eric North) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only

August 21: Modifications, Workouts, Rescue Options: Working with Troubled Members (David Reed) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only

October 1: Advanced Bankruptcy Issues (Elizabeth Fast) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only

December 3: Avoiding Liability in the Collection Process (Elizabeth Fast) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only

April 3: The Key to Cross Selling & Member Retention (Tim Tivis) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only

May 16: Compliance at Account Closing (Ann Brode) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only

July 17: Avoiding Loss at the Teller Line (Mary Lou Heighes) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only

September 11: Detecting Counterfeit Items & Fraudulent ID (Barry Thompson) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only

November 7: Advanced Endorsement Issues: POAs, Businesses, Trusts & More (Mary Lou Heighes) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only

July 31: Complying with the Final 1073 Internatioal Remittance Rule: Deadline October 28, 2013 (Luann Kohlmann)

$199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only

September 18: Compliance Rules Deposit Operations Must Know (Ann Brode) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only

9/25/2013 Conducting the 2013 ACH Audit

11/21/2013 Form 1099 Reporting: Third-Party Vendors, Foreclosures, Debt Forgiveness & More

Elizabeth Fast, Spencer Fane Britt & Browne LLP

Shelly Simpson, EPCOR

12/12/2013 12 Steps to Effective Expense Control:
Practical Techniques for Cutting Costs & Increasing Profits

Mike Moebs, Moebs $ervices, Inc.

2/27/2013 Consumer Debt Resolution Series:
Advanced Collection Techniques That Reduce Delinquency & Loss (Bruce Hull) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only

4/16/2013 Consumer Debt Resolution Series:
Maximizing Recoveries on Charged-Off Loans

David Reed, Reed & Jolly, PLLC

7/10/2013 Consumer Debt Resolution Series:
Collecting Decedents’ Debts

Eric North, NorthLegal Training and Publications

9/19/2013 Skip Tracing Tools & Techniques

David Reed, Reed & Jolly, PLLC

12/3/2013 Consumer Debt Resolution Series:
Avoiding Liability in the Collection Process

Elizabeth Fast, Spencer Fane Britt & Browne LLP

Compliance

1/30/2013 Countdown to the New CTR Report: Are You Ready for the March 31, 2013 Deadline?

Mary White, WTC Performance Group

2/19/2013 New BSA Officer Training

Ann Brode, Brode Consulting Services, Inc.

3/13/2013 Monitoring the Effectiveness of Your Compliance Program:
Quality Assurance Testing & Auditing

Kenneth Proctor, Abound Resources

7/23/2013 Mandatory Compliance Series:
Compliance Rules All Staff Must Know: Red Flags for ID Theft, Bribery & Privacy

Ann Brode, Brode Consulting, Inc.

7/31/13 Complying with the Final 1073 International Remittance rule: Deadline October 28, 2013

Luann Kohlmann

10/30/2013 Simplifying the Compliance Function: Tools, Checklists & Reporting to Keep You on Track

Ann Brode & Angela Lucas, Brode Consulting, Inc.

12/5/2013 Cracking the Code on Risk-Based Examinations: 10 Techniques to Ace Your Next Exam

David Reed, Reed & Jolly, PLLC

Directors

1/24/2013 Director Series:
IT Governance: What the Board & Supervisory Committee Need to Know to
Manage the Credit Union’s Information Technology Assets

Randy Romes, CliftonLarsonAllen LLP

3/27/2013 Director Series:
Enterprise Risk Management for Credit Unions: A Primer

Patrick Kennedy & William “Dub” Sutherland, Kennedy Sutherland LLP

4/18/2013 Duties of the Board Secretary: Fundamentals, Best Practices & E-Package Delivery

Ann Brode, Brode Consulting, Inc.

5/8/2013 Director Series:
Understanding the ALLL for Directors

David Reed, Reed & Jolly, PLLC

7/30/2013 Director Series:
Understanding & Utilizing Call Reports for Credit Union Governance

David Reed, Reed & Jolly, PLLC

8/27/2013 Directors & Financial Literacy Session 1:
Understand Your Credit Union’s Financial Condition with Key Ratios, Balances & Estimates

Tim Harrington, TEAM Resources

9/17/2013 Directors & Financial Literacy Session 2:
Monitoring & Measuring the 9 Risks Your Credit Union Faces

Tim Harrington, TEAM Resources

10/8/2013 Director Series:
Documenting Your Strategic Plan Years 1, 3 & 5: Meeting Examiner Expectations

Jeffery Gerrish, Gerrish, McCreary, Smith, Consultants & Attorneys

12/18/2013 Director Series:
Top 10 Questions Board Members Need to Ask Now!

Diane Pape Reed, CU Doctor

Frontline & New Accounts

1/17/2013 UCC 3 & 4 on Negotiable Instruments: Time Frames, Legal Concerns & Member Issues

Paul Carrubba, Adams and Reese, LLP

2/6/2013 Frontline Excellence Series:
Dissecting Regulation CC: Holds, Substitute Checks & Check Clearing

Mary Lou Heighes, Compliance Plus, Inc.

3/26/2013 Head Teller Development: Managing Dual Control & Cash Limits

Ann Brode, Brode Consulting, Inc.

3/28/2013 Opening Minor Accounts: Ownership, Access & Multi-Party

Mary Lou Heighes, Compliance Plus, Inc.

4/3/2013 Frontline Excellence Series:
The Key to Cross Selling & Member Retention

Tim Tivis, Pinnacle Training Group

4/9/2013 Mandatory Compliance Series:
Compliance Rules the Frontline Must Know

Ann Brode, Brode Consulting, Inc.

4/24/2013 Opening Personal Accounts: Membership, Ownership & Access

Mary Lou Heighes, Compliance Plus, Inc.

5/16/2013 Frontline Excellence Series:
Compliance at Account Closing

Ann Brode, Brode Consulting, Inc.

6/4/2013 Your Depositor Has Died: Actions to Take, Mistakes to Avoid

Elizabeth Fast, Spencer Fane Britt & Browne LLP

7/17/2013 Frontline Excellence Series:
Avoiding Loss at the Teller Line

Mary Lou Heighes, Compliance Plus, Inc.

8/8/2013 Is Your Member Fully Insured by the NCUSIF? Best Practices & Common Mistakes

Mary Lou Heighes, Compliance Plus, Inc.

9/11/2013 Frontline Excellence Series:
Detecting Counterfeit Items & Fraudulent ID

Barry Thompson, Thompson Consulting Group, LLC

10/2/2013 From Prospect to Member: Skills & Tools for Successful Business Development

Tim Tivis, Pinnacle Training Group

11/7/2013 Frontline Excellence Series:
Advanced Endorsement Issues: POAs, Businesses, Trusts & More

Mary Lou Heighes, Compliance Plus, Inc.

11/26/2013 Compliance Update on Nonresident Alien Accounts:
Opening, Tax ID Numbers, IRS Issues & More

Mary Lou Heighes, Compliance Plus, Inc.

Human Resources

10/16/2013 Conducting an HR Audit: Compliance Risks, Audit Areas & Best Practices

Kay Robinson, Robinson HR Consulting

11/19/2013 Fair Labor Standards Act: Sorting the Dos & Don’ts of Exempt & Non-Exempt Pay Issues

Kay Robinson, Robinson HR Consulting

2/13/2013 Facebook 101 Getting Started: Policies, Risk Assessment & Next Steps

Eric Cook, WSI Internet Consulting

5/7/2013 IT Crisis Management: Business Continuity, Disaster Recovery & Incident Response

Dr. Kevin Streff, Secure Banking Solutions

5/21/2013 FFIEC Guidance on Cloud Computing: Considerations for Credit Unions

Jeramie Stoner, Advanced Network Solutions

8/13/2013 Electronic Compliance:
Tools, Policies & Best Practices for Email, Internet, Mobile & Social Media

Nancy Flynn, The ePolicy Institute™

11/13/2013 Mobile Payments for Credit Unions: Impacts, Choices & What to Do Next

Lee Wetherington, ProfitStars®

12/11/2013 Documenting Your Required Information Security Program

Dr. Kevin Streff, Secure Banking Solutions

IRA

1/9/2013 IRA & HSA Review & Update – 2012 & 2013 Tax Years

Frank J. LaLoggia, LaLoggia Consulting, Inc.

8/14/2013 Understanding & Processing IRA Rollovers & Transfers

Frank J. LaLoggia, LaLoggia Consulting, Inc.

11/12/2013 Managing IRA Beneficiary Designations & Distributions

Frank J. LaLoggia, LaLoggia Consulting, Inc.

Lending

1/3/2013 Understanding the New NCUA Part 741 Loan Workout & Nonaccrual Policy &
Regulatory Reporting for TDR Regulations

Bryan Mogensen, CliftonLarsonAllen LLP

1/10/2013 Title Insurance Policies, Commitments & the New ALTA Endorsement

Elizabeth Fast, Spencer Fane Britt & Browne LLP

1/23/2013 Qualifying Borrowers Using Personal Tax Returns Part 1:
Basics, Itemized Deductions, Interest & Dividend Income, Sole Proprietorships & Capital Gains

Tim Harrington, TEAM Resources

2/20/2013 Qualifying Borrowers Using Personal Tax Returns Part 2:
Income from Rentals, Royalties, Partnerships, S Corps & Farms

Tim Harrington, TEAM Resources

2/26/2013 Guidelines for OREO

S. Wayne Linder, Young & Associates, Inc

3/5/2013 What You Need to Know about Guarantors, Co-Signers, Personal Guarantees &
Joint Applications, Including Security & Collateral Implications

Elizabeth Fast, Spencer Fane Britt & Browne LLP

3/6/2013 Fair Lending Comparative File Review

Ann Brode, Brode Consulting, Inc.

3/19/2013 Flood Insurance Compliance Update: Requirements, Issues & FAQs

Ann Brode, Brode Consulting, Inc.

3/20/2013 Fair Credit Reporting & FACT Act Risk-Based Pricing Notices: Clarifying the Confusion

Elizabeth Fast, Spencer Fane Britt & Browne LLP

4/8/2013 Escrow Rule Changes for High-Priced Mortgages: Deadline June 1, 2013,

(Monday) Including January 2014 HOEPA Rules

Ann Brode, Brode Consulting Services, Inc.

4/17/2013 UCC Article 9 Default Provisions: What Secured Creditors Need to Know

Elizabeth Fast, Spencer Fane Britt & Browne LLP

4/23/2013 SBA Lending Update 2013: Trends, Regulations & a Look at SOP 50 10

Kimberly Rayer & Janet Dery, Starfield & Smith, PC

5/9/2013 How to Properly Complete & File Financing Statements:
Including UCC Article 9 Rule Changes Effective July 1, 2013

Elizabeth Fast, Spencer Fane Britt & Browne LLP

5/15/2013 Line-by-Line Loan Review for Consumer, Commercial & Residential

Ann Brode & Lisa Zigo, Brode Consulting, Inc.

6/5/2013 Mandatory Compliance Series:
Compliance Rules Lenders Must Know

Susan Costonis, Compliance Consulting and Training for Financial Institutions

6/12/2013 Nuts & Bolts of Effective Metro 2 Credit Reporting via e-OSCAR

David Reed, Reed & Jolly, PLLC

6/18/2013 Regulator Issues & Update for the Credit Analyst

S. Wayne Linder, Young & Associates, Inc.

6/19/2013 Pricing Consumer Loans for Profitability

Mike Moebs, Moebs $ervices, Inc.

6/26/2013 Ability to Repay Part 1 – New Rules that Impact Your Policies & Products:
Deadline January 10, 2014

Bill Elliott, Young & Associates, Inc.

6/27/2013 Advertising Compliance: Web, Print, TV & Radio

Elizabeth Fast, Spencer Fane Britt & Browne LLP

7/18/2013 Interagency Appraisal & Evaluation Guidelines:
Including New Requirements Effective January 18, 2014

S. Wayne Linder, Young & Associates, Inc.

7/24/2013 Business Writing Boot Camp, Including Submission & Critique of Your Own Writing Sample

Nancy Flynn, The ePolicy Institute™

8/1/2013 Ability to Repay Part 2 – What Your Lending Staff Needs to Do to Comply:
Deadline January 10, 2014

Bill Elliott, Young & Associates, Inc.

8/6/2013 Home Equity/Second Lien Risk Management

S. Wayne Linder, Young & Associates, Inc.

8/20/2013 Underwriting Basics: Interviewing, Credit Reports, Debt Ratios & Reg B

Bruce Hull, CliftonLarsonAllen LLP

8/21/2013 Consumer Debt Resolution Series:
Modifications, Workouts & Rescue Options: Working with Troubled Members

David Reed, Reed & Jolly, PLLC

8/28/2013 Protecting the SBA Guarantee Start to Finish

Ethan Smith & Katie O’Brien, Starfield & Smith, PC

9/4/2013 Putting the “Credit” Back in Credit Unions: Making Loans Members Want

Tim Harrington, TEAM Resources

9/12/2013 Handling Member Credit Report Disputes

David Reed, Reed & Jolly, PLLC

10/1/2013 Consumer Debt Resolution Series:
Advanced Bankruptcy Issues

Elizabeth Fast, Spencer Fane Britt & Browne LLP

10/23/2013 Dealing with Adverse Action: What to Do & When to Do It

Ann Brode, Brode Consulting, Inc.

10/24/2013 HMDA Solutions: Achieving Data Integrity for Effective Fair Lending Analysis

Susan Costonis, Compliance Consulting and Training for Financial Institutions

10/29/2013 Critical Risk Factors in Loan Portfolio Management

Kevin Graff & Cynthia Brzeski, Wipfli

11/5/2013 UDAAP: Civil Money Penalties & Examiners’ Findings on Unfair, Deceptive, or
Abusive Acts or Practices

Elizabeth Fast, Spencer Fane Britt & Browne LLP

11/6/2013 Call Reports: What to Look for, Entering Information & Why It’s Important

Stephen Schiltz, CliftonLarsonAllen LLP

11/14/2013 Indirect Lending: Risks, Rewards, Controls & Common Mistakes

Bruce Hull, CliftonLarsonAllen LLP

Operations

2/5/2013 ACH Death Notification Entries (DNEs) & Reclamations: Your Credit Union's Liability

Luann Kohlmann, WACHA

2/12/2013 Tax Refunds: ACH Exceptions, Posting & Credit Union Liability

Luann Kohlmann, WACHA

4/10/2013 ACH Rules Update 2013

Shelly Simpson, EPCOR

5/14/2013 Legally Handling ATM & Debit Card Claims Under Regulation E

Elizabeth Fast, Spencer Fane Britt & Browne LLP

5/29/2013 When is an Item Payable? Stop Payments, Return Items & More

Steven Camp, Gardere Wynne Sewell LLP

6/6/2013 Account Card Mistakes & How They Affect Members

Mary Lou Heighes, Compliance Plus, Inc.

7/9/2013 Handling ACH Origination Exception Issues

Shelly Simpson, EPCOR

7/11/2013 Internet Fraud Claims: Who is Liable?

Elizabeth Fast, Spencer Fane Britt & Browne LLP

9/5/2013 Garnishment Rules: Including Accounts Receiving Federal Benefit Payments

Elizabeth Fast, Spencer Fane Britt & Browne LLP

9/18/2013 Mandatory Compliance Series:
Compliance Rules Deposit Operations Must Know

Ann Brode, Brode Consulting, Inc.

10/9/2013 Electronic & Hard-Copy Records: What to Keep, What to Destroy, What Holds Up in Court

Elizabeth Fast, Spencer Fane Britt & Browne LLP

12/10/2013 Managing Day-to-Day ACH Risk

Karen Sylvester, EPCOR

12/17/2013 Regulation E vs. ACH Rules: Which One Prevails?

Karen Sylvester, EPCOR

Security & Fraud

1/16/2013 New Security Officer Training: Issues, Reports & Best Practices

Barry Thompson, Thompson Consulting Group, LLC

12/4/2013 Mandatory Compliance Series:
A Fresh Look at Robbery Preparedness

Barry Thompson, Thompson Consulting Group, LLC

Senior Management

1/31/2013 Mandatory Compliance Series:
Compliance Rules the Board & Senior Management Must Know

Ann Brode, Brode Consulting, Inc.

2/14/2013 CFPB Guidance on Handling Consumer Complaints & Inquiries:
Collecting, Investigating & Responding

Michelle Graber, Young & Associates, Inc.

3/14/2013 Consumer Financial Protection Bureau Update:
What’s in Effect, What’s Imminent & What’s on the Horizon

Bill Elliott, Young & Associates, Inc.

4/2/2013 Meeting the Requirements for Capital Adequacy & Contingency

Gary Young, Young & Associates, Inc.

5/2/2013 Effective Contract Negotiation, Review & Management:
5 Things Vendors Don’t Want You to Know About Contracts

David Reed, Reed & Jolly, PLLC

5/22/2013 The Branch of the Future: How Branches Will Serve Members Who Don’t Need Branches

Tim Harrington, TEAM Resources

6/11/2013 Supervisory Committee Duties & Responsibilities

Stephen Schiltz, CliftonLarsonAllen LLP

7/16/2013 Simple Guide to Asset Liability Management that Everyone Can Understand

Tim Harrington, TEAM Resources

8/7/2013 Assessing E-Banking Services & Delivery Channels: Strategic Deployment & Risk Assessment

Jackie Marshall, Gladiator Technology

2013 Schedule

Miscellaneous Sessions:

January 3: Interviewing Skills (Kate McPike) $199

January 3: Understanding the New NCUA Part 741 Loan Workout & Nonaccrual Policy & Regulatory Reporting for TDR Regulations (Bryan Morgensen) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only

January 8: International Remittance Rules (Mary Lou Heighes) $199

January 9: IRA & HSA Review & Update - 2012 & 2013 Tax Years (Phil Royce) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only

January 10: Title Insurance Policies, Commitments & the New ALTA Endorsement (Elizabeth Fast) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only

January 15: 10 Commandments of Outbound Lending (Pierre Cardenas) $199

January 16: New Security Officer Training: Issues, Reports & Best Practices (Barry Thompson) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only

January 17: UCC 3 & 4 on Negotiable Instruments: Time Frames, Legal Concerns & Member Issues (Paul Carrubba) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only

January 17: Making the Transition to Supervisor (Honey Shelton) $199

January 23: Robbery Prevention Checklist (Dana Turner) $199

January 23: Qualifying Borrowers Using Personal Tax Returns Part 1: Basics, Itemized Deductions, Interest & Dividend Income, Sole Proprietorships & Capital Gains (Tim Harrington) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only

January 29: Successful Online & Mobile Banking Member Penetration Techniques (Thomas Wright) $199

January 30: Countdown to the New CTR Report: Are You Ready for the March 31, 2013 Deadline (Mary White) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only

January 31: Identifying Loan Opportunities (Michael Bartoo) $199

January 31: Dollar Associates - FOM 2013: What field of Membership Options are Still Available in Today's FOM Rules

February 5: Maximizing Mobile Lending Trends (Robert Israelite) $199

February 5: ACH Death Notification Entries (DNEs) & Reclamations: Your Credit Union's Liability (Luann Kohlmann) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only

February 7: IRAs (Christy Crawford) $199

February 12: Creating a SEG Development Plan (Eric Gagliano) $199

February 12: Tax Refunds: ACH Exceptions, Posting & Credit Union Liability (Luann Kohlmann) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only

February 13: Facebook 101 Getting Started: Policies, Risk Assessment & Next Steps (Eric Cook) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only

February 14: CFPB Guidance on Handling Consumer Complaints & Inquiries: Collecting, Investigating & Responding (Michelle Graber) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only

February 14: Reg CC (Ken Otsuka) $199

February 19: New BSA Officer Training (Ann Brode) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only

February 20: CTRs/SARs (Mary Lou Heighes) $199

February 20: Qualifying Borrowers Using Personal Tax Returns Part 2: Income from Rentals, Royalties, Partnerships, S Corps & Farms (Tim Harrington) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only

February 20: Dollar Associates - Pre-GAC Credit Union Environmental Forecast: Know Before You Go

February 26: Safe to Grow Again in 2013 (Joe Sullivan) $199

February 26: Guidelines for OREO (S. Wayne Linder) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only

February 28: Cloud Computing: Understand What's Coming (Aaron Donaldson) $199

March 5: Kids Stuff: Minor Accounts (Carol Bertoux) $199

March 5: What You Need to Know about Guarantors, Co-Signers, Personal Guarantees & Joint Applications, Including Security & Collateral Implications (Elizabeth Fast) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only

March 6: Fair Lending Comparative File Review (Ann Brode) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only

March 7: Six Degrees of Kevin Bacon: Connecting with Members in Unique Ways (Bruce Clapp) $199

March 12: Dollar Associates - To Merge or Not to Merge

March 12: Tips for Cross-Selling to a Stressed Member (Nicolette Lemon) $199

March 13: Monitoring the Effectiveness of Your Compliance Program: Qualifying Assurance Testing & Auditing (Kenneth Proctor) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only

March 14: Effective Collections without Bruises (David Reed) $199

March 14: Consumer Financial Protection Bureau Update: What's In Effect, What's Imminent & What's on the Horizon (Bill Elliott) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only

March 19: Employee Engagement, Rewards & Recognition (Mary Lynn Fayoumi) $199

March 19: Flood Insurance Compliance Update: Requirements, Issues & FAQs (Ann Brode) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only

March 20: Fair Credit Reporting & FACT Act Risk-Based Pricing Notices: Clarifying the Confusion (Elizabeth Fast) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only

March 26: Short Sales (Eric North) $199

March 26: Head Teller Development: Managing Dual Control & Cash Limits (Ann Brode) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only

March 28: Opening Minor Accounts: Ownership, Access & Multi-Party (Mary Lou Heighes) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only

March 28: 10 Steps to Increased Loan Opportunities (Celeste Cook) $199

April 2: SAFE Act (David Reed) $199

April 4: Wire Fraud (Ken Otsuka) $199

April 9: Troubled Debt Restructuring (Gregory Schwartz) $199

April 11: Dollar Associates - Trust, but Verify - The Top Ten Items Every Credit Union Board Should Monitor

April 30: ALM Interest Rate Risk Update (Mark Smith) $199

May 2: Proven Gen Y Strategies for Success (Brad Greene) $199

May 7: Handling Objections (Kate McPike) $199

May 9: Bankruptcy (David Reed) $199

May 9: Dollar Associates - Ten Working Growth Strategies

May 14: Unclaimed Property Audit Preparedness (Tracy Reid) $199

May 16: Life Style Lending (Pierre Cardenas) $199

May 21: Trust Services (Rob Rutkowski) $199

May 23: Social Media and Employment Issues (Lynn Esp) $199

June 3: Time Management (John Baptista) $199

June 6: Reg E (Steve Gibbs) $199

June 11: Collateral Recovery- Basic (Richard Sulkowski) $199

June 11: Dollar Associates - Understanding Fiduciary Duties

June 13: There's an App for That - Digital Delivery (Anne Legg) $199

June 19: RESPA (Mary Lou Heighes) $199

June 25: Teller Boot Camp (Part 1) (Honey Shelton) $199

June 27: Handling Suspect International ACH Transactions (IATs) (Shelly Simpson) $199

July 9: Teller Boot Camp (Part II) (Honey Shelton) $199

July 11: Open Mouth: Insert Foot? (Diane Reed) $199

July 16: CU Relationship Lending (Pierre Cardenas) $199

July 18: Collateral Recovery - Advanced (Richard Sulkowski) $199

July 18: Dollar Associates - NCUA and CFPB Regulatory Update

July 24: Reg Z (Steve Gibbs) $199

July 30: Finding Your Edge in a Crowded Market (Joe Sullivan) $199

August 1: Ability to Repay Part 2 - What Your Lending Staff Needs to Do to Comply: Deadline January 10, 2014 (Bill Elliott) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only

August 6: Dollar Associates - FOM 2013: What field of Membership Options are Still Available in Today's FOM Rules

August 6: Home Equity/Second Lien Risk Management (S. Wayne Linder) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only

August 7: Assessing E-Banking Services & Delivery Channels: Strategic Deployment & Risk Assessment (Jackie Marshall) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only

August 8: Is Your Member Fully Insured by the NCUSIF? Best Practices & Common Mistakes (Mary Lou Heighes) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only

August 8: Understanding Endorsements (Debbie Crawford) $199

August 13: Electronic Compliance: Tools, Policies & Best Practices for Email, Internet, Mobile & Social Media (Nancy Flynn) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only

August 13: ABC 123 Easy Planning Marketing Plan (Bruce Clapp) $199

August 14: Understanding & Processing IRA Rollovers & Transfers (Frank J. LaLaggia) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only

August 15: Sales and Service -- Key Points to Get Started (Michael Neil) $199

August 20: Underwriting Basics: Interviewing, Credit Reports, Debt Ratios & Reg B (Bruce Hull) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only

August 20: Dealing with Employee Leave of Absences, Medical or Otherwise (Lynn Esp) $199

August 27: Directors & Financial Literacy Session I: Understanding Your Credit Union's Financial Condition with Key Ratios, Balances & Estimates (Tim Harrington) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only

August 27: Turning Around Member Complaints (John Baptista) $199

August 27: Dollar Associates - Impact Your Community: Credit Union Community Involvement 101

August 28: Protecting the SBA Guarantee Start to Finish (Ethan Smith & Katie O'Brien) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only

August 29: How to Improve Website Regulatory Compliance (John Zasada) $199

September 4: Putting the "Credit" Back in Credit Unions: Making Loans Members Want (Tim Harrington) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only

September 5: Garnishment Rules: Including Accounts Receiving Federal Benefit Payments (Elizabeth Fast) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only

September 5: Blowing the Doors Off Business Development (Mark Arnold) $199

September 10: The Art of Skip Tracing **90 Minutes** (Sheila O'Leary) $199

September 12: Handling Member Credit Report Disputes (David Reed) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only

September 12: Responding to Subpoenas, Garnishes & Levies (David Reed) $199

September 16: Understanding FICO Scores & Recent Changes to the Model (Brett Christensen) $199

September 17: Directors & Financial Literacy Session 2: Monitoring & Measuring the 9 Risks Your Credit Union Faces (Tim Harrington) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only

September 18: HMDA - Reg C (Kristen Tatlock) $199

September 19: Skip Tracing Tools & Techniques (David Reed) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only

September 24: Compliance Best Practices (Tracy Reid) $199

September 25: Conducting the 2013 ACH Audit (Shelly Simpson) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only

September 26: Human Resources Forms, Personnel Files & Record Retention **90 Minutes** (Mary Lou Heighes) $199

October 1: Making the NCUA Exam a Positive Process (David Reed) $199

October 2: From Prospect to Member: Skills & Tools for Successful Business Development (Tim Tivis) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only

October 3: Best Practices in Used Car Lending (Rory Rowland) $199

October 8: Employee Fraud & Dishonesty (Ken Otsuka) $199

October 9: Electronic & Hard-Copy Records: What to Keep, What to Destroy, What Holds Up In Court (Elizabeth Fast) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only

October 10: Share of Wallet -- Are You Maximizing Your Existing Membership? (Julie Ferguson) $199

October 16: Risk Based Lending: Best Practices in Challenging Times (Celeste Cook) $199

October 16: Conducing an HR Audit: Compliance Risks, Audit Areas & Best Practices (Kay Robinson) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only

October 22: Notary Public (Jennifer Thomas) $199

October 23: Dealing with Adverse Action: What to Do & When to Do It (Ann Brode) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only

October 24: HMDA Solutions: Achieving Data Integrity For Effective Fair Lending Analysis (Susan Costonis) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only

October 24: Business Continuity Regulations & Examiner Expectations (Dana Turner) $199

October 29: Advertising Regs for Lending **90 Minutes** (Mary Lou Heighes) $199

October 29: Critical Risk Factors in Loan Portfolio Management (Kevin Graff) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only

October 30: Simplifying the Compliance Function: Tools, Checklists & Reporting to Keep You on Track (Ann Brode) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only

October 31: 20 Things Your CU Should Do But Doesn't (Michael Bartoo) $199

November 5: Get More From Your Staff (Diane Reed) $199

November 5: UDAAP: Civil Money Penalties & Examiners' Findings on Unfair, Deceptive, or Abusive Acts or Practices (Elizabeth Fast) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only

November 6: Call Reports: What to Look for, Entering Information & Why It's Important (Stephen Schiltz) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only

November 7: Generating Revenue While Having Members Value Your Brand (Nicolette Lemon)

November 12: Managing IRA Beneficiary Designations & Distributions (Frank LaLoggia) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only

November 13: Mobile Payments for Credit Unions: Impacts, Choices & What to Do Next (Lee Wetherington) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only

November 14: Indirect Lending: Risks, Rewards, Controls & Common Mistakes (Bruce Hull) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only

November 14: Account Administration (Carol Bertoux) $199

November 19: Fair Labor Standards Act: Sorting the Dos & Don'ts of Exempt & Non-Exempt Pay Issues (Kay Robinson) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only

November 19: Preventing Chargebacks and Losses (John Baptista) $199

November 21: 10 Steps to Building & Maintaining a Successful Compliance Program (John Zasada) $199

November 21: Form 1099 Reporting: Third-Party Vendors, Foreclosures, Debt Forgiveness & More (Elizabeth Fast) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only

November 26: Compliance Update on Nonresident Alien Accounts: Opening, Tax ID Numbers, IRS Issues & More (Mary Lou Heighes) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only

November 26: Transforming Call Centers into Contact Centers (Thomas Wright) $199

December 3: FACT Act (Chris Mathiesen) $199

December 5: Media Matters (Anne Legg) $199

December 10: Managing Day-to-Day ACH Risk (Karen Sylvester) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only

December 11: Documenting Your Required Information Security Program (Dr. Kevin Streff) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only

December 12: 12 Steps to Effective Expense Control: Practical Techniques for Cutting Costs & Increasing Profits (Mike Moebs) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only

December 17: Identity Theft (Ken Otsuka) $199

December 17: Regulation E vs ACH Rules: Which One Prevails? (Karen Sylvester) $199, $249 w/On-Demand Weblink and CD, or $199 CD & On-Demand Web Link Only

December 19: Opening LLC Accounts (Debbie Crawford) $199

December 30: Allowance for Loan Loss (Gregory Schwartz) $199

Tennessee Credit Union League
P.O. Box 21550
Chattanooga, TN 37424-0550
Phone: 423-899-2425 or 800-572-7359
FAX: 423-899-8726
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