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March 2019

ACH Specialist Series: 2019 ACH Rules Update

March 13 @ 3:00 pm - 4:30 pm EDT
TN United States

Several important changes to the NACHA Operating Rules & Guidelines become effective in 2019 and early 2020. The Same Day ACH rules are being enhanced with an additional settlement window and increased per-transaction dollar limit. There will also be changes to ACH audit requirements, a new use for an existing return reason code, enhanced data security requirements for large Originators, and another Regulation CC update. This session will detail these changes and how to comply with the new rules. Learn more and…

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What You Need to Know About Regulation B in 2019

March 20 @ 1:00 pm - 1:30 pm CDT
TN United States + Google Map

PolicyWorks Town Hall Webinar - NCUA 2019 Priority: Regulation B In 2019, the NCUA will be focusing on consumer compliance. Join us for 30 minutes on Wednesday, March 20 at 1 p.m. CT for a refresher on Regulation B. We will be discussing the notification requirements, adverse action taken on consumer credit applications, and its impacts on fair lending. Click here to register for this webinar. Register Today   PolicyWorks Town Hall webinars are brought to you through your membership…

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IRA Conference

March 27 - March 28
TN United States + Google Map
$349
IRA 2019 Conference Featured - jar full of coins with green plant growing from the top…

Day 1: IRA Essentials IRA Essentials is a full-day workshop that gives attendees a solid foundation of IRA knowledge. Exercises are included throughout the day to help participants apply information to job-related situations. Learners will leave this session able to work with IRA owners and process basic IRA transactions with confidence. This is a beginner's session; no previous IRA knowledge is assumed. The trainer will utilize real-world exercises to help participants apply information to job-related situations. Topics covered are: Introduction…

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Credit Analysis & Underwriting Series: Global Cash Flow Analysis for Underwriters & Credit Analysts

March 27 @ 3:00 pm - 4:30 pm EDT
TN United States

Which debt service coverage ratio (DSCR) calculation method should be used: EBITDA, UCA cash flow, or free cash flow? Should the primary or global DSCR result be used for underwriting? Should there be a provision for maintenance capital expenditures? What about Section 179 depreciation expense? Should a deduction for taxes and living expenses be included? Should the underwriting be based on the DSCR before or after distributions? What should be done with missing debt service schedules? Should loans to stockholders…

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April 2019

C-Suite Series: Enterprise Risk Management: Three Key Risk Assessments

April 4 @ 3:00 pm - 4:30 pm EDT
TN United States

Further details will be available 45 days prior to the webinar date. Learn more and register…

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Bankruptcy & Collections Conference

April 10 @ 9:00 am - April 11 @ 4:00 pm EDT
TN United States + Google Map
2019 Bankruptcy featured image

Program Registration for this event is closed. Please contact Kim Bohannon to be added to the notification list for the next Bankruptcy event. Day 1 – Collections Day 2 – Bankruptcy Presenter Eric North with Moore, Brewer, Wolfe, Jones, Tyler & North Eric North is an attorney who has devoted his practice primarily to the representation of credit unions for more than 28 years. He became involved with the credit union movement while in law school. Prior to becoming an…

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Teller Training Series: Accurately Completing the CTR Line-by-Line

April 10 @ 3:00 pm - 4:30 pm EDT
TN United States

Further details will be available 45 days prior to the webinar date. Learn more and register…

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ACH Specialist Series: Liability with ACH Death Notification Entries & Reclamations

April 18 @ 3:00 pm - May 23 @ 4:30 pm EDT
TN United States

Further details will be available 45 days prior to the webinar date. Learn more and register…  

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