2015 Training Guide - MWCUAmwcua.com/wp-content/uploads/2015/01/2015_training_guide.pdf · 2018-10-03 · and international events in 2015. In July, CUNAÕs AmericaÕs Credit Union

Mountain West Credit Union Association | 800.477.1697 | mwcua.com

2015 Training Guide

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Come out to the American West, where Credit Union National Association (CUNA) and the World Council of Credit Unions will co-host America's Credit Union Conference and World Credit Union Conference at the Denver Convention Center. As America’s highest-elevation city, Denver, Colorado is a world-class metropolis situated just 12 miles away from the beautiful Rocky Mountains.

This premier co-hosted event, for future-focused credit unions from around the world, will feature powerful speakers, keen discussion on top credit union issues and innovative ideas for advancement. Join us in the Mile-High City next summer to connect with the movement in new ways and find the inspiration to drive positive change.

See you there!

Western States Volunteers’ Conference

January 25-27, 2015: Las Vegas, NVwww.mwcua.com/wsvc

Economic Summit

September 11-12, 2015: Flagstaff, AZwww.mwcua.com/summit

Annual Meeting & Convention

March 26-28, 2015: Phoenix, AZwww.mwcua.com/am

Marketing Summit

October 1, 2015: Denver, COwww.mwcua.com

Signature Events of Mountain West Credit Union Association:

Greetings,

As a trade association dedicated solely to the success of credit unions, the Education & Events Department of Mountain West Credit Union Association exists to train and develop credit union staff, executives and volunteers throughout Arizona, Colorado and Wyoming. In 2015,

you’ll have the opportunity to select from more than 200 programs to further your development in your credit union role.

We strive to create educational and networking opportunities that stretch your training budgets, while maximizing your time and deepening your knowledge. Additionally, each year our Foundation has typically provided more than $40,000 in professional development scholarships to further assist our member credit unions in accessing training.

We continue to invest in technology through the implementation of our video conference Learning Centers. We now have six locations in our three states where learners can go to participate in trainings and events. In addition to technology, we continue to be committed to developing leaders within our industry. Our prestigious Credit Union Leadership Institute will begin its fifth year in 2015, with co-horts taking place in all three states.

Lastly, we are excited that our states have been selected as host locations for several national and international events in 2015. In July, CUNA’s America’s Credit Union Conference and World Council’s World Credit Union Conference will take place in Denver, CO. While in September, CUNA’s Community Credit Union & Growth Conference will take place in Phoenix, AZ.

There are many exciting ways to participate in 2015. We look forward to seeing you a program or event soon.

Warm regards,

Nicole Brusewitz, CUDE, CMPVP of Education and Events

MWCUA.COM | 800.477.1697 | MOUNTAIN WEST CREDIT UNION ASSOCIATION | 2014 TRAINING GUIDE

Table of Contents

1 Course Listings by Topic

12 Registration Instructions

Public Course Schedule

13 Course Descriptions

22 Conferences

Virtual Courses

23 Telecourses

26 Webinars

34 National Certification Programs

35 Instructor Bios

MOUNTAIN WEST CREDIT UNION ASSOCIATION | 800.477.1697 | MWCUA.COM

Mountain West Credit Union Association is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.learningmarket.org.

CPE Credits

MWCUA.COM | 800.477.1697 | MOUNTAIN WEST CREDIT UNION ASSOCIATION 1

Course Listings by Topic

Cancellation Policy: Cancellation deadline and fee details are listed online for each event at www.mwcua.com.

ComplianceDATE PROGRAM TITLE SPEAKER LOCATION PG

JANUARY 6 CFPB Rules for Mortgage Loan Originator Compensation Tracy Jean Ashfield Webinar 26

JANUARY 13 HMDA: What to Know Now & What’s on the Horizon? Susan Costonis Webinar 26JANUARY 13 Reg CC Ken Otsuka Telephone 23JANUARY 14 IRA Series: IRA & HSA Update 2014-2015 Tax Years Frank J. LaLoggia Webinar 26JANUARY 27 CTR/SAR’s Kristen Tatlock Telephone 23

JANUARY 27 Dealing with ACH Tax Refunds: Exceptions, Posting & Credit Union Responsibilities

Luann S. Kohlmann Webinar 26

FEBRUARY 3 Regulator Issues & Update for the Credit Analyst S. Wayne Linder Webinar 26

FEBRUARY 4 Revisiting Your RESPA & TILA Policies to Include the New Integrated Disclosure Requirements Ann Brode-Harner Webinar 26

FEBRUARY 5 Understanding Appraisals & Appraisal Review Concepts for Lenders Heidi C. Lee Webinar 26FEBRUARY 11 New Accounts Series: Account Opening Due Diligence Angela Lucas Webinar 26

FEBRUARY 12 Networking Council - Compliance Various

Denver, CO Rock Springs, WY Tucson, AZ

19

FEBRUARY 18 BSA Compliance Series: New BSA Officer Training Bill Elliott Webinar 26

FEBRUARY 19 Required Compliance Series: Compliance Rules Lenders Must Know Susan Costonis Webinar 26

FEBRUARY 24 FFIEC Guidelines & Recent Developments in Cyber Security Risk Management Dr. Kevin Streff Webinar 26

FEBRUARY 25 Top 10 Compliance Mistakes in Advertising Steven Van Beek Webinar 26

MARCH 4 IRA Series: Traditional & Roth IRA Fundamentals & Compliance Considerations Frank J. LaLoggia Webinar 27

MARCH 18 Flood Insurance Compliance Review & Update Angela Lucas Webinar 27

MARCH 25 The TILA/RESPA Integrated Disclosure Line-by-Line Part 1: Loan Estimate Lisa Zigo Webinar 27

APRIL 22 The TILA/RESPA Integrated Disclosure Line-by-Line Part 2: Closing Disclosure Lisa Zigo Webinar 27

APRIL 23 RESPA/TILA Wallace Jones Telephone 23

APRIL 28 Required Compliance Series: Red Flags, Privacy & Ethical Considerations: Know Your Compliance Responsibilities Angela Lucas Webinar 27

Accounting/AuditingDATE PROGRAM TITLE SPEAKER LOCATION PGMARCH 3 Avoiding Credit Card Fraud Mary Ann Colucci Telephone 23

MAY 20 Advanced ACH Specialist Series: ACH Death Notification Entries (DNEs) & Reclamations: Your Credit Union’s Liability


MAY 28 The ALLL in Troubled Debt Restructuring: Identifying & Accounting for Impaired Loans Todd A. Sprang Webinar 27

JUNE 2 Introduction to Call Reporting: Overview of Requirements & Reporting, Recent Updates & Common Mistakes Stephen Schiltz Webinar 28

JUNE 30 Understanding Asset/Liability Management Concepts Gary J. Young Webinar 28

SEPTEMBER 2 Advanced ACH Specialist Series: Defining & Identifying Third-Party Senders: Risk, Liability & Audit Requirements


MOUNTAIN WEST CREDIT UNION ASSOCIATION | 800.477.1697 | MWCUA.COM2


Course Listings by TopicComplianceDATE PROGRAM TITLE SPEAKER LOCATION PGAPRIL 29 EMV & Debit Cards: Preparing for the October 1 Liability Shift Lee Wetherington Webinar 27

APRIL 30 BSA Compliance Series: Updating Your Credit Union’s BSA/AML/OFAC Risk Assessment Bill Elliott Webinar 27

MAY 6 Revised Escrow Rules Effective August 1 Angela Lucas Webinar 27MAY 7 Compliance Hot Topics Gaye DeCesare Telephone 23MAY 12 ALM Best Practices ALM Group Telephone 23MAY 13-14 Lending Compliance School Various Phoenix, AZ 16

MAY 14 Home Equity, HELOC & Second Lien Risk Management, Including Maturing HELOC Guidance Tommy Troyer Webinar 27

MAY 20-21 Lending Compliance School Various Denver, CO 16MAY 21 Wire Transfer Compliance: Who is Liable? Elizabeth Fast Webinar 27MAY 28 Reg Z Kristen Tatlock Telephone 23

MAY 28 The ALLL in Troubled Debt Restructuring: Identifying & Accounting for Impaired Loans Todd A. Sprang Webinar 27

JUNE 2 Introduction to Call Reporting: Overview of Requirements & Reporting, Recent Updates & Common Mistakes Stephen Schiltz Webinar 28

JUNE 9 BSA Compliance Series: BSA Officer Reports to the Board Ann Brode-Harner Webinar 28JUNE 10 Countdown to the Integrated Disclosure Deadline: August 1 Bill Elliott Webinar 28

JUNE 11 Networking Council - Compliance VariousCasper, WY Denver, CO Phoenix, AZ

19

JUNE 16 When a Borrower Dies: Next Steps & Best Practices Elizabeth Fast Webinar 28JUNE 25 Ten Steps to a Successful Compliance Program John Zasada Telephone 23

JULY 7 Required Compliance Series: Compliance Regulations for the Frontline Mary-Lou Heighes Webinar 28

JULY 8 Managing E-SIGN, E-Statements & E-Disclosures Nancy Flynn Webinar 28JULY 23 Website Compliance Brad Bergmooser Telephone 24

JULY 30 Regulatory Oversight of Third-Party Vendors: Due Diligence, Management & Contracts Michael Berman Webinar 28

AUGUST 11 CFPB Income Verification Rules for Self-Employed Borrowers: Tax Implications for Qualified Mortgages Tim Harrington Webinar 28

AUGUST 18 BSA Compliance Series: How to Redesign Your BSA Program to Impact Your Bottom Line Adam Witner Webinar 28

AUGUST 19 Website & Social Media Compliance John Zasada Webinar 28

AUGUST 20 Garnishments, Subpoenas, Summonses, Levies: Handling Official Demands for Member Funds Elizabeth Fast Webinar 28

AUGUST 25 Regulatory Updates - NCUA, The Fed, FDIC & CFPB ALM Group Telephone 24SEPTEMBER 15-16 Regulatory Compliance and BSA School Various Denver, CO 20

SEPTEMBER 16 Managing the 8 Categories of Risk Assessment Ann Brode-Harner Webinar 29

SEPTEMBER 17 Remote Deposit Capture - Rules & Regulations Kevin Olsen Telephone 24

SEPTEMBER 22 Imaged Documents: What to Keep, What to Destroy, What Holds up in Court? Elizabeth Fast Webinar 29

SEPTEMBER 22 Social Media Compliance John Zasada Webinar 29SEPTEMBER 23 Regulator Guidance & Issues in ATM Security Dr. Kevin Streff Webinar 29

SEPTEMBER 29 Required Compliance Series: Compliance Regulations for Deposit Operations Mary-Lou Heighes Webinar 29

OCTOBER 1 Changes to the Mortgage Lending Rules Rob Rutkowski Telephone 24



Course Listings by TopicComplianceDATE PROGRAM TITLE SPEAKER LOCATION PG

OCTOBER 6 Call Report Preparation: Advanced Lending Schedules, Including Schedule A Specialized Lending, REOs, MSRs, MBLs & TDRs Stephen Schiltz Webinar 29

OCTOBER 7 Powers-of-Attorney & Living Trust Documents: Guidelines for Deposit Accounts & Loans Elizabeth Fast Webinar 29

OCTOBER 8 Networking Council - Compliance Various

Denver, CO Phoenix, AZ Rock Springs, WY

19

OCTOBER 8 Regulation E Requirements for Debit Card Error Resolution: Processing, Disclosure & Investigation


OCTOBER 15 BSA Compliance Series: Identifying, Reporting & Monitoring Suspicious Activity Angela Lucas Webinar 29

OCTOBER 20-21 Regulatory Compliance and BSA School Various Phoenix, AZ 20OCTOBER 29 Customer ID Program (CIP) for Credit Unions Gretchen Jones Telephone 24

NOVEMBER 3 Form 1099 Reporting: Third-Party Vendors, Foreclosures, Debt Forgiveness & More Elizabeth Fast Webinar 29

NOVEMBER 12 Required Compliance Series: Regulatory Requirements for the Board & Senior Management Ann Brode-Harner Webinar 29

NOVEMBER 17 The New Security Officer: Responsibilities, Best Practices & Skill-Building Tools Barry Thompson Webinar 29

NOVEMBER 18 Nuts & Bolts of Effective Metro 2 Credit via e-OSCAR John B.C. Porter Webinar 29NOVEMBER 19 Responsibilities & Liability When Check or ACH Fraud Occurs Elizabeth Fast Webinar 29NOVEMBER 24 Top 10 Mistakes in Deposit Compliance Exams Susan Costonis Webinar 29

DECEMBER 1 Call Report Preparation: Financial Statements, Including Schedule B Investments, C CUSOs & D Derivatives Stephen Schiltz Webinar 30

DECEMBER 2 Appraisals for Non-Performing Assets Heidi C. Lee Webinar 30

DECEMBER 9 BSA Compliance Series: BSA Special Risks: Policy, Law Enforcement & Regulator Issues Susan Costonis Webinar 30

DECEMBER 10 Managing Accounts & Records for Nonresident Aliens: Opening, Identifying, Monitoring & Tax Reporting Angela Lucas Webinar 30

DECEMBER 15 Required Compliance Series: Robbery Prevention, Apprehension & Recovery Troy Evans Webinar 30

DECEMBER 16 Dodd Frank Mortgage Disclosure Update Steve Gibbs Telephone 25DECEMBER 29 BAH! HMDA - Regulation C Kristen Tatlock Telephone 25

Human Resources/TrainingDATE PROGRAM TITLE SPEAKER LOCATION PGJANUARY 8 Obamacare and Credit Unions Annette Bechtold Telephone 23

JANUARY 15 Robbery Prevention, Response, Aftermath Dana Turner Telephone 23

JANUARY 28 HR Series: Interviewing Techniques & Best Practices: Hiring Right the First Time Diane Reed Webinar 26

FEBRUARY 10 Documenting & Disciplining Employees Lynn Esp Telephone 23FEBRUARY 18 BSA Compliance Series: New BSA Officer Training Bill Elliott Webinar 26MARCH 5 Employee Engagement Jennifer Kuhn Telephone 23

MARCH 17 Networking Council - Human Resources & Trainers Various

Phoenix, AZ Rock Springs, WY Tucson, AZ

19

MOUNTAIN WEST CREDIT UNION ASSOCIATION | 800.477.1697 | MWCUA.COM4Cancellation Policy: Cancellation deadline and fee details are listed online for each event at www.mwcua.com.


Lending/CollectionsDATE PROGRAM TITLE SPEAKER LOCATION PG

JANUARY 6 CFPB Rules for Mortgage Loan Originator Compensation Tracy Jean Ashfield Webinar 26

JANUARY 13 HMDA: What to Know Now & What’s on the Horizon? Susan Costonis Webinar 26JANUARY 21 Mortgage & Real Estate Fraud Robert Siciliano Telephone 23JANUARY 29 Identifying Loan Opportunities Michael Bartoo Telephone 23FEBRUARY 3 Regulator Issues & Update for the Credit Analyst S. Wayne Linder Webinar 26

FEBRUARY 4 Revisiting Your RESPA & TILA Policies to Include the New Integrated Disclosure Requirements Ann Brode-Harner Webinar 26

FEBRUARY 5 Understanding Appraisals & Appraisal Review Concepts for Lenders Heidi C. Lee Webinar 26

FEBRUARY 12 Qualifying Borrowers Using Personal Tax Returns Part 1: Basics, Itemized Deductions, Interest & Dividend Income, Sole Proprietorships & Capital Gains

Tim Harrington Webinar 26

FEBRUARY 19 Networking Council - Lenders VariousDenver, CO Phoenix,AZTucson,AZ

19

FEBRUARY 19 Required Compliance Series: Compliance Rules Lenders Must Know Susan Costonis Webinar 26FEBRUARY 26 Collections Sheila O’ Leary Telephone 23

MARCH 3 Qualifying Borrowers Using Personal Tax Returns Part 2: Income from Rentals, Royalties, Partnerships, S Corps & Farms Tim Harrington Webinar 27

MARCH 11 Effective Management of Credit Report Disputes: Completing ACDVs, AUDs & Correcting Joint Members’ Credit Matthew D. Urban Webinar 27

MARCH 18 Flood Insurance Compliance Review & Update Angela Lucas Webinar 27MARCH 25 Lending Strategies for Growth, Profitability and Retention Celeste Cook Telephone 23

Human Resources/TrainingDATE PROGRAM TITLE SPEAKER LOCATION PG

MARCH 19 HR Series: Performance Management: A Seasoned Supervisor’s Guide Diane Reed Webinar 27

APRIL 21 HR Series: Monitoring Employee Work-Related & Personal Social Media: Should We? How? Is it Legal? Nancy Flynn Webinar 27

MAY 19 HR Series: You’re the New HR Officer, Now What? Kay Robinson Webinar 27

MAY 27 Credit Union Basics for New Employees Part 1: Financial System, Deposit Operations, Lending Ann Brode-Harner Webinar 27

JUNE 4 Networking Council - Human Resources & Trainers VariousCasper, WY Denver, CO Phoenix, AZ

19

JUNE 23 Think Big - Act Small Jeff Rendel Telephone 23

JUNE 24 Credit Union Basics for New Employees Part 2: Regulatory Issues, Exams, Audits Ann Brode-Harner Webinar 28

JUNE 25 From Frontline to Teller Supervisor: Developing Skills & Making a Smooth Transition Linda Kleibrink Webinar 28

JULY 30 Robbery Prevention Kate McPike Telephone 24AUGUST 6 Leadership/Multitasking for CU Managers David Osburn Telephone 24AUGUST 27 HR Series: Essential Recordkeeping from Hiring to Firing Kay Robinson Webinar 28

SEPTEMBER 9 HR Series: HR Danger Zones: Regulations, Requirements & Best Practices to Keep You Out of Trouble Kay Robinson Webinar 29

OCTOBER 14 HR Forms Lynn Esp Telephone 24DECEMBER 1 The 12 Days of Leadership Jackie Judd Telephone 25DECEMBER 8 Interviewing Skills Diane Reed Telephone 25

MWCUA.COM | 800.477.1697 | MOUNTAIN WEST CREDIT UNION ASSOCIATION 5Cancellation Policy: Cancellation deadline and fee details are listed online for each event at www.mwcua.com.


Lending/CollectionsDATE PROGRAM TITLE SPEAKER LOCATION PG

MARCH 25 The TILA/RESPA Integrated Disclosure Line-by-Line Part 1: Loan Estimate Lisa Zigo Webinar 27

APRIL 7 Mortgage Loan Originator (MLO) Training Various Denver, CO 18APRIL 8 Problem Loan Workout in Today's Market David Osburn Telephone 23APRIL 9 Mortgage Loan Originator (MLO) Training Various Phoenix, AZ 18APRIL 15 CFPB Real Estate Loan Collection Rules for Mortgage Servicers Elizabeth Fast Webinar 27

APRIL 22 The TILA/RESPA Integrated Disclosure Line-by-Line Part 2: Closing Disclosure Lisa Zigo Webinar 27

APRIL 23 RESPA/TILA Wallace Jones Telephone 23MAY 6 Revised Escrow Rules Effective August 1 Angela Lucas Webinar 27

MAY 13-14 Lending Compliance School Various Phoenix, AZ 16

MAY 14 Home Equity, HELOC & Second Lien Risk Management, Including Maturing HELOC Guidance Tommy Troyer Webinar 27

MAY 20-21 Lending Compliance School Various Denver, CO 16MAY 21 Lifestyle Lending Pierre Cardenas Telephone 23


JUNE 3 Collection Call Techniques: Compliant Telephone Scripts & Responses Michelle Dunn Webinar 28

JUNE 4 Commercial Loan Application Danger Zones Susan Costonis Webinar 28JUNE 10 Countdown to the Integrated Disclosure Deadline: August 1 Bill Elliott Webinar 28

JUNE 18 Networking Council - Lenders Various


19

JUNE 18 Stress Testing Your Loan Portfolio: Regulations, Risk & Impact on Value S. Wayne Linder Webinar 28JUNE 18 Winning With Auto Lending Celeste Cook Telephone 23JULY 7 Skip Tracing Sheila O’Leary Telephone 24JULY 9 Basic Account Titling Jackie Judd Telephone 24JULY 23 Your Member Has Filed Bankruptcy, Now What? Elizabeth Fast Webinar 28JULY 28 Review, React, Remediate - Responding to Problem Loans Ancin Cooley Telephone 24AUGUST 5 Fair Lending Comparative File Review Ann Brode-Harner Webinar 28

AUGUST 6 Call Report Preparation: Basic Lending Schedules, Including Loans by Type, Delinquency, Charge-Offs & Unused Commitments Stephen Schiltz Webinar 28


AUGUST 12 Best Practices for Commercial Lending & Commercial Loan Portfolios Bryan Morgensen Webinar 28AUGUST 27 New & Used Vehicle Lending Joe Miller Telephone 24SEPTEMBER 3 Loan Modifications David Reed Telephone 24SEPTEMBER 9 “What if” Planning Using Loan Application Data David Gilbert Telephone 24

SEPTEMBER 10 Loan Concentration Management: Evaluation, Risk Tolerance & Regulatory Guidance S. Wayne Linder Webinar 29

SEPTEMBER 15 Loan Underwriting Basics: Interviewing, Credit Reports, Debt Ratios & Regulation B Tommy Troyer Webinar 29

OCTOBER 1 Changes to the Mortgage Lending Rules Rob Rutkowski Telephone 24OCTOBER 6 Ten Steps to Relentless Loan Growth Celeste Cook Telephone 24OCTOBER 8 Expanding Your Credit Union’s Loan Portfolio Nicolette Lemmon Telephone 24



ManagementDATE PROGRAM TITLE SPEAKER LOCATION PG

JANUARY 7 Disaster Management & Continuity Planning, Including Critical Vendors Ann Brode-Harner Webinar 26

JANUARY 8 Apple Pay, the Mobile Payments Game Changer: Considerations & Action Steps for Credit Unions Lee Wetherington Webinar 26

JANUARY 15 Robbery Prevention, Response, Aftermath Dana Turner Telephone 23JANUARY 21 Advanced Endorsements: POAs, Businesses, Trusts & More Mary-Lou Heighes Webinar 26

JANUARY 22 Director Series: Credit Union Bylaws: Understanding & Assessing Your Governance Documents Elizabeth Fast Webinar 26

JANUARY 25-27 Western States Volunteers' Conference Various Las Vegas, NV 22JANUARY 29 Member Complaint & Response Management Brian Witt Webinar 26FEBRUARY 12 Becoming the Digital Native Nicolette Lemmon Telephone 23


FEBRUARY 27 Interest Rate Risk & Investment Strategies Seminar Ryan Hayhurst Phoenix, AZ 14MARCH 25 Lending Strategies for Growth, Profitability and Retention Celeste Cook Telephone 23MARCH 26-28 MWCUA Annual Meeting & Convention Various Phoenix, AZ 22MARCH 31 Vendor Due Diligence Brad Bergooser Telephone 23BEGINS APRIL 7 Credit Union Leadership Institute Various Phoenix, AZ 13BEGINS APRIL 14 Credit Union Leadership Institute Various Denver, CO 13APRIL 20 Integrating Mobile into Your Loan Growth Strategy Ben Klepzig Telephone 23BEGINS APRIL 21 Credit Union Leadership Institute Various Casper, WY 13APRIL 23 Current Trends in Cyber Crime & Payments Fraud Randy Romes Webinar 27APRIL 23 Interest Rate Risk & Investment Strategies Seminar Ryan Hayhurst Denver, CO 14APRIL 29 EMV & Debit Cards: Preparing for the October 1 Liability Shift Lee Wetherington Webinar 27MAY 12 ALM Best Practices ALM Group Telephone 23


JUNE 9 Strategies for Attracting Youth Mark Lynch Telephone 23

JUNE 16 Innovative Strategic Process to Create Thriving Financial Cooperatives Anne Legg Telephone 23

JUNE 18 Winning With Auto Lending Celeste Cook Telephone 23

Lending/CollectionsDATE PROGRAM TITLE SPEAKER LOCATION PGOCTOBER 22 Bankruptcy David Reed Telephone 24OCTOBER 27 Adverse Action: Consumer & Mortgage Loan Best Practices Ann Brode-Harner Webinar 29OCTOBER 29 Customer ID Program (CIP) for Credit Unions Gretchen Jones Webinar 29

NOVEMBER 3 Form 1099 Reporting: Third-Party Vendors, Foreclosures, Debt Forgiveness & More Elizabeth Fast Webinar 29


NOVEMBER 17 Underwriting Red Flags Wallace Jones Telephone 24NOVEMBER 18 Nuts & Bolts of Effective Metro 2 Credit Reporting via e-OSCAR John B.C. Porter Webinar 29DECEMBER 10 How To Appeal to Your Members in their Prime Lending Nicolette Lemmon Telephone 25DECEMBER 16 Dodd Frank Mortgage Disclosure Update Steve Gibbs Telephone 25DECEMBER 17 Exercising the Right of Setoff on Deposit Accounts & Loans Elizabeth Fast Webinar 30DECEMBER 29 BAH! HMDA - Regulation C Kristen Tatlock Telephone 25



ManagementDATE PROGRAM TITLE SPEAKER LOCATION PGJUNE 23 Think Big - Act Small Jeff Rendel Telephone 23


JUNE 30 Understanding Asset/Liability Management Concepts Gary J. Young Webinar 28

JULY 15 Director Series: Understanding the Board’s Role in Cyber Security Risk Jackie Marshall Webinar 28

JULY 21 Credit Unions in a Consolidating Industry: Acquiring Another Institution or Branch Jeffery C. Gerrish Webinar 28

JULY 21 Why Marketing Analytics Change Landscape David Gilbert Telephone 24

JULY 22 Developing Your UDAAP Program: Policy, Procedures, Risk Assessment & Audit Ann Brode-Harner Webinar 28

JULY 28 Check Handling: Holds, Stop Payments, Official Checks & More Mary-Lou Heighes Webinar 28

JULY 30 Regulatory Oversight of Third-Party Vendors: Due Diligence, Management & Contracts Michael Berman Webinar 28

JULY 30 Robbery Prevention Kate McPike Telephone 24AUGUST 6 Leadership/Multitasking for CU Managers David Osburn Telephone 24AUGUST 11 The Virtual Model Jim Kasch Telephone 24AUGUST 12 Best Practices for Commercial Lending & Commercial Loan Portfolios Bryan Morgensen Webinar 28AUGUST 13 Paradox of Relationship Sales Matt Purvis Telephone 24AUGUST 18 Big Data Anne Legg Telephone 24AUGUST 25 Regulatory Updates-NCUA, The Fed, FDIC & CFPB ALM Group Telephone 24SEPTEMBER 3 Members for Life: Creating an Effective Member Retention Plan Debra Bish Webinar 29SEPTEMBER 11-12 Economic Summit Various Flagstaff, AZ 22SEPTEMBER 17 Director Series: UDAAP for the Board & Senior Management Susan Costonis Webinar 29SEPTEMBER 29 What Does Membership Growth Have To Do With Google Analytics? Jonathan Furhman Telephone 24OCTOBER 1 Changes to the Mortgage Lending Rules Rob Rutkowski Telephone 24OCTOBER 6 Ten Steps to Relentless Loan Growth Celeste Cook Telephone 24OCTOBER 8 Expanding Your Credit Union’s Loan Portfolio Nicolette Lemmon Telephone 24OCTOBER 27 How to Engage Members thru Smart Phones & Tablets Brett Wooden Telephone 24NOVEMBER 3 Handling Irate Members John Baptista Jr. Telephone 24NOVEMBER 5 Call Center - The Remote Delivery Branch Pierre Cardenas Telephone 24DECEMBER 1 The 12 Days of Leadership Jackie Judd Telephone 25DECEMBER 10 How To Appeal to Your Members in their Prime Lending Years Nicolette Lemmon Telephone 25



MarketingDATE PROGRAM TITLE SPEAKER LOCATION PGJANUARY 6 20 Outbound Marketing Tips for Every Credit Union Jeff Rendel Telephone 23

FEBRUARY 5 Networking Council - Community Development VariousDenver, CO Phoenix, AZ Tucson, AZ

18

FEBRUARY 19 Business Development-Prospecting for SEGS Eileen Cherry Clark Telephone 23

FEBRUARY 25 Top 10 Compliance Mistakes in Advertising Steven Van Beek Webinar 26

FEBRUARY 26 Networking Council - Marketers Various


20

MARCH 24 Social Media Content Strategies for Visibility & Positioning of Your Credit Union Online Eric Cook Webinar 27

MAY 14 Trading Spaces Marketing Mark Arnold Telephone 23JUNE 9 Strategies for Attracting Youth Mark Lynch Telephone 23

JUNE 25 Networking Council - Marketers VariousCasper, WYDenver, COTucson, AZ

20

JULY 21 Why Marketing Analytics Change Landscape David Gilbert Telephone 24AUGUST 26 Facebook: Update on System, Strategies, Techniques & Tips Eric Cook Webinar 28SEPTEMBER 22 Social Media Compliance John Zasada Telephone 24SEPTEMBER 29 What Does Membership Growth Have To Do With Google Analytics? Jonathan Furhman Telephone 24

OCTOBER 1 Marketing Summit Various Denver, CO Phoenix, AZ 22

OCTOBER 20 Sparking Innovation at your Credit Union Shari Storm Telephone 24OCTOBER 27 How to Engage Members thru Smart Phones & Tablets Brett Wooden Telephone 24

NOVEMBER 5 Increasing Sales Now: How to Develop & Implement an Effective Internal Sales Campaign Debra Bish Webinar 29

NOVEMBER 9 Big Ideas for Credit Union Marketing Joe Sullivan Telephone 24NOVEMBER 19 Website Optimization - Key To Engage Members Digitally Matt Chesky Telephone 24

Operations Front LineDATE PROGRAM TITLE SPEAKER LOCATION PGJANUARY 13 Reg CC Ken Otsuka Telephone 23JANUARY 14 IRA Series: IRA & HSA Update 2014-2015 Tax Years Frank J. LaLoggia Webinar 26JANUARY 15 Robbery Prevention, Response, Aftermath Dana Turner Telephone 23JANUARY 21 Advanced Endorsements: POAs, Businesses, Trusts & More Mary-Lou Heighes Webinar 26FEBRUARY 3 IRA's Christy Crawford Telephone 23FEBRUARY 11 New Accounts Series: Account Opening Due Diligence Angela Lucas Webinar 26FEBRUARY 24 Decedent Accounts Robert Rutkowski Telephone 23

FEBRUARY 26 Advanced ACH Specialist Series: Setting & Monitoring Effective ACH Exposure Limits


MARCH 3 Avoiding Credit Card Fraud Mary Ann Colucci Telephone 23

MARCH 4 IRA Series: Traditional & Roth IRA Fundamentals & Compliance Considerations Frank J. LaLoggia Webinar 27

MARCH 5 Avoiding Loss at the Teller Line Mary-Lou Heighes Webinar 27MARCH 11 Notary Public Training Jennifer Tomas Telephone 23MARCH 18 Negotiable Instruments/Endorsements Christy Crawford Telephone 23



Operations Front LineDATE PROGRAM TITLE SPEAKER LOCATION PG

APRIL 2 New Accounts Series: Opening Trust Accounts: Compliance, Documentation, Signing Authority & Deposit Insurance Issues Mary-Lou Heighes Webinar 27

APRIL 7 ACH Rules Update 2015 Shelly Simpson Webinar 27APRIL 8 Advanced Issues in Dormant Accounts, Unclaimed Property & Escheatment Elizabeth Fast Webinar 27APRIL 28 Trust Accounts Robert Rutkowski Telephone 23

MAY 12 IRA Series: IRA Death Distributions: Beneficiary Options & Tax Consequences Linda Kleibrink Webinar 27

JUNE 4 Teller Boot Camp I Honey Shelton Telephone 23JUNE 11 Teller Boot Camp II Honey Shelton Telephone 23JUNE 16 When a Borrower Dies: Next Steps & Best Practices Elizabeth Fast Webinar 28

JUNE 17 New Accounts Series: Properly Handling Fiduciary Accounts: Authority, Ownership, Access & Liability Mary-Lou Heighes Webinar 28

JUNE 23 IRA Series: Processing IRA Rollovers & Transfers Frank J. LaLoggia Webinar 28


JUNE 25 From Frontline to Teller Supervisor: Developing Skills & Making a Smooth Transition Linda Kleibrink Webinar 28

JUNE 30 ACH New Rules Update John Curtis Telephone 23JUNE 30 Understanding Asset/Liability Management Concepts Gary J. Young Webinar 28JULY 7 Required Compliance Series: Compliance Regulations for the Frontline Mary-Lou Heighes Webinar 28JULY 8 Managing E-SIGN, E-Statements & E-Disclosures Nancy Flynn Webinar 28JULY 16 Wire Fraud Ken Otsuka Telephone 24

JULY 22 Developing Your UDAAP Program: Policy, Procedures, Risk Assessment & Audit Ann Brode-Harner Webinar 28

JULY 28 Check Handling: Holds, Stop Payments, Official Checks & More Mary-Lou Heighes Webinar 28

JULY 29 Advanced ACH Specialist Series: Does Your Originator Agreement Meet NACHA Rule Requirements? Shelly Simpson Webinar 28

JULY 30 Robbery Prevention Kate McPike Telephone 24

AUGUST 4 New Accounts Series: Business Account Signature Cards & Resolutions: Entities, Authority & Documentation Mary-Lou Heighes Webinar 28

AUGUST 20 Garnishments, Subpoenas, Summonses, Levies: Handling Official Demands for Member Funds Elizabeth Fast Webinar 28

AUGUST 27 New & Used Vehicle Lending Joe Miller Telephone 24SEPTEMBER 1 Deposit Account Regulations Gaye DeCesare Telephone 24

SEPTEMBER 2 Advanced ACH Specialist Series: Defining & Identifying Third-Party Senders: Risk, Liability & Audit Requirements


SEPTEMBER 3 Loan Modifications David Reed Telephone 24SEPTEMBER 9 "What if" Planning Using Loan Application Data David Gilbert Telephone 24SEPTEMBER 17 Remote Deposit Capture - Rules & Regulations Kevin Olsen Telephone 24

SEPTEMBER 22 Imaged Documents: What to Keep, What to Destroy, What Holds up in Court? Elizabeth Fast Webinar 29

SEPTEMBER 23 Regulator Guidance & Issues in ATM Security Dr. Kevin Streff Webinar 29SEPTEMBER 24 Cyber Liability/Data Security Ken Otsuka Telephone 24SEPTEMBER 24 IRA Series: Auditing IRAs Step-by-Step Linda Kleibrink Webinar 29

SEPTEMBER 29 Required Compliance Series: Compliance Regulations for Deposit Operations Mary-Lou Heighes Webinar 29



Security / ITDATE PROGRAM TITLE SPEAKER LOCATION PG

JANUARY 8 Apple Pay, the Mobile Payments Game Changer: Considerations & Action Steps for Credit Unions Lee Wetherington Webinar 26


APRIL 9 Current Issues in Physical Security Risk: Regulatory Compliance & Best Practices Barry Thompson Webinar 27

MAY 19 Five Critical Steps to Mitigating Cyber Attacks Ron Harbin Telephone 23


JULY 16 Wire Fraud Ken Otsuka Telephone 24JULY 23 Website Compliance Brad Bergmooser Telephone 24


AUGUST 18 Big Data Anne Legg Telephone 24

Operations Front LineDATE PROGRAM TITLE SPEAKER LOCATION PG

OCTOBER 7 Powers-of-Attorney & Living Trust Documents: Guidelines for Deposit Accounts & Loans Elizabeth Fast Webinar 29

OCTOBER 8 Regulation E Requirements for Debit Card Error Resolution: Processing, Disclosure & Investigation


OCTOBER 20 Advanced ACH Specialist Series: Understanding & Navigating ACH Rules for ODFIs Shelly Simpson Webinar 29

OCTOBER 21 The Ins & Outs of Credit Union Share Insurance: Protecting Your Member Steven Van Beek Webinar 29OCTOBER 21-22 IRA School: Essentials & Advanced IRAs Ascensus Denver, CO 15

OCTOBER 22 New Accounts Series: Opening Accounts for Minors: Ownership, Access & Transactions Mary-Lou Heighes Webinar 29

OCTOBER 29 Customer ID Program (CIP) for Credit Unions Gretchen Jones Telephone 24NOVEMBER 3 Handling Irate Members John Baptista Jr. Telephone 24NOVEMBER 4-5 IRA School: Essentials & Advanced IRAs Ascensus Phoenix, AZ 15NOVEMBER 5 Call Center - The Remote Delivery Branch Pierre Cardenas Telephone 24

NOVEMBER 5 Increasing Sales Now: How to Develop & Implement an Effective Internal Sales Campaign Debra Bish Webinar 29

NOVEMBER 10 IRA Series: IRA Reporting, Common Issues & Error Resolution Frank J. LaLoggia Webinar 29NOVEMBER 19 Responsibilities & Liability When Check or ACH Fraud Occurs Elizabeth Fast Webinar 29NOVEMBER 23 E-Document Strategy - Key to CU Success Carol Middaugh Telephone 24

DECEMBER 3 Advanced ACH Specialist Series: Reg E Error Resolution Rules Versus NACHA Operating Rules: Obligations, Consumer Disputes & Case Studies


DECEMBER 3 Reg E Steve Gibbs Telephone 25DECEMBER 8 Safe Deposit Issues: Drilling, Unpaid Rent, Death & Unclaimed Property Elizabeth Fast Webinar 30

DECEMBER 10 Managing Accounts & Records for Nonresident Aliens: Opening, Identifying, Monitoring & Tax Reporting Angela Lucas Webinar 30

DECEMBER 15 Required Compliance Series: Robbery Prevention, Apprehension & Recovery Troy Evans Webinar 30

DECEMBER 16 New Accounts Series: Opening Donation, Benevolent & Other Accounts for Nonprofit Organizations & Corporations Linda Kleibrink Webinar 30

DECEMBER 17 Exercising the Right of Setoff on Deposit Accounts & Loans Elizabeth Fast Webinar 30



VolunteerDATE PROGRAM TITLE SPEAKER LOCATION PG

JANUARY 22 Director Series: Credit Union Bylaws: Understanding & Assessing Your Governance Documents Elizabeth Fast Webinar 26

JANUARY 25-27 Western States Volunteers' Conference Various Las Vegas, NV 22FEBRUARY 5 Supervisory Committee Rules & Regulations Bob Glynn Telephone 23

MARCH 12 Enterprise Risk Management: The Roles of the Board & Supervisory Committee Tim Harrington Webinar 27

MARCH 26 Director Series: Evaluating Your Board & CEO Tim Harrington Webinar 27MARCH 26-28 MWCUA Annual Meeting & Convention Various Phoenix, AZ 22

MAY 5 Director Series: Strategic Planning Best Practices for the Board & Senior Management Celeste Cook Webinar 27

MAY 13 Duties of the Board Secretary: Fundamentals, Best Practices & E-Package Delivery Ann Brode-Harner Webinar 27

JUNE 9 BSA Compliance Series: BSA Officer Reports to the Board Ann Brode-Harner Webinar 28


AUGUST 25 Financial Literacy Fundamentals for New Directors: Financial Statements, Key Ratios & How to Monitor Your Credit Union Tim Harrington Webinar 28

SEPTEMBER 11-12 Economic Summit Various Flagstaff, AZ 22SEPTEMBER 17 Director Series: UDAAP for the Board & Senior Management Susan Costonis Webinar 29

OCTOBER 14 Advanced Financial Literacy Update for New & Experienced Directors: ALM Primer & New Financial, Accounting & Risk Issues Tim Harrington Webinar 29

OCTOBER 28 Supervisory Committee Duties & Responsibilities Bryan Morgensen Webinar 29

NOVEMBER 4 Director Series: Interest Rate Risk Policies, Considerations & Consequences: What Directors Should Know Gary J. Young Webinar 29


Special Events PG

DATE PROGRAM TITLE SPEAKER LOCATIONJANUARY 25-27 Western States Volunteers' Conference Various Las Vegas, NV 22MARCH 26-28 MWCUA Annual Meeting & Convention Various Phoenix, AZ 22BEGINS APRIL 7 Credit Union Leadership Institute Various Phoenix, AZ 13BEGINS APRIL 14 Credit Union Leadership Institute Various Denver, CO 13BEGINS APRIL 21 Credit Union Leadership Institute Various Casper, WY 13SEPTEMBER 11-12 Economic Summit Various Flagstaff, AZ 22

Security / ITDATE PROGRAM TITLE SPEAKER LOCATION PGAUGUST 19 Website & Social Media Compliance John Zasada Webinar 28AUGUST 26 Facebook: Update on System, Strategies, Techniques & Tips Eric Cook Webinar 28SEPTEMBER 14 Three Components of Success On-Line - DCL Eric Cook Telephone 24SEPTEMBER 24 Cyber Liability/Data Security Ken Otsuka Telephone 24NOVEMBER 23 E-Document Strategy - Key to CU Success Carol Middaugh Telephone 24DECEMBER 22 Website Security Audit Tips Randy Romes Telephone 25


Registration Instructions

To register for a class:

Nicole Brusewitz, CUDE, CMPVP, Education and [email protected]. 3275

Diana Stoick, CUDEDirector of [email protected]. 3383

Shainika JacobsEducation [email protected]. 3280

Jaquetta WardAssociation Support [email protected]. 2238

STEP 1:Go to www.mwcua.com, click the Education tab, then click the “Training and Events Calendar.”

STEP 2:Go to the date of the classand click on the event.

STEP 3:Click the “Register” button and proceed to register. A confirmation e-mail will be sent to the email address you provide.

Scholarships

The Mountain West Credit Union Foundation offers professional development scholarships for education and training events. For more information, go to mwcua.com/foundation, then click “Apply for Funds.”

Education/Events Staff

For questions regarding educational offerings call: 800.477.1697 and dial the four digit extension of the team member listed below.


Course Descriptions

Credit Union Leadership Institute DATE Arizona Co-hort:

April 7-8, 2015: Phoenix, AZMay 5-6, 2015: Phoenix, AZAugust 4-5, 2015: Phoenix, AZSeptember 16-17, 2015: Phoenix, AZ

Colorado Co-hort:April 14-15, 2015: Denver, COMay 12-13, 2015: Denver, COAugust 11-12, 2015: Denver, CO September 24-25, 2015: Denver, CO

Wyoming Co-hort: April 21-22, 2015: Casper, WYMay 19-20, 2015: Casper, WYAugust 18-19, 2015: Casper, WYSeptember 24-25, 2015: Denver, CO

TIME Start time varies; a full schedule is available upon request.

DESCRIPTION Quote: “A journey of self-awareness and a realization of the absolute necessity of positive and strong leadership; not only in the workplace but life in general.” - Joe Tassano, Denver Community CU

What it is: The Credit Union Leadership Institute is an exceptional in-depth series of workshops designed for credit union employees who show the ability to assume greater roles and responsibilities. It is performance based instruction that teaches the art of leadership with well-focused, guided practices that encourage interactive participation and discussions.

The positive impact on employee dynamics ignites a passion that keeps participants motivated as they develop the leader within. They will delve into real life case studies through interaction with peers developing deep relationships that enhance and strengthen the credit union community. Private one-on-one mentoring/coaching sessions are key to the individual's success and thus the credit union's success.

Benefits: The benefits of developing leaders directly relates to higher employee commitment, reduced turnover, higher morale, and increased productivity and profitability for credit unions. Improved accountability, stronger work ethic, better employee relations, greater retention and better conflict management are all a direct result of participating in the Credit Union Leadership Institute.

Who Should Attend? Open to non-CEOs only (do not have to be in a management position to be nominated)• Nomination process from CEOs, management or supervisor is due by December 1, 2014• Class size: 10 minimum – 15 maximum

PRESENTERS Peregrine Leadership Institute: Dr. Olin Oedekoven, Howard A. (Art) Dillon Jr., Rod Warne and Deborah K. Robbins.

LOCATION See above

COST $3,000 per participant, plus travel (credit union scholarships available)

INCLUDES Four 2-day workshops, one-on-one coaching mentoring session with each participant at their office, graduation/recognition dinner, handouts, books, videos, lunches and networking dinner sessions.



Course Descriptions

Interest Rate Risk & Investment Strategies Seminar

DATE February 27, 2015: Phoenix, AZApril 23, 2015: Denver, CO

TIME 9:30 am – 3:00 pm

DESCRIPTION As the economic environment transitions into a new phase, credit unions must gear up to meet new challenges and opportunities. Achieving high performance requires powerful tools, techniques, and processes to find the optimal balance between risk and reward. This seminar will address the following topics:• Developing an Effective ALCO Process to Manage Interest Rate Risk and Liquidity• Regulatory Focus on Interest Rate Risk: How to Prepare for Your Next Exam• Incorporating Stress Tests and Validation of Assumptions in Your ALM Modeling• How to Build an Investment Portfolio Using Written Quarterly Strategies• Managing Duration and Extension Risk in the Investment Portfolio• CPE Credits for CPAs. Participants can earn 3.0 Group – Live Credits for this program (see website for

details). Who Should Attend? All credit union personnel with responsibilities in Interest Rate Risk, Liquidity Risk, ALM, and Investment Strategies.

PRESENTER Ryan W. Hayhurst

LOCATION See above

COST $99

INCLUDES Instructions, materials and lunch.



Course Descriptions

IRA School: Essentials & Advanced IRAs

DATE October 21-22, 2015: Denver, CONovember 4-5, 2015: Phoenix, AZ

TIME 9:00 am – 4:30 pm

DESCRIPTION IRA EssentialsIRA Essentials is the ideal workshop for individuals who are just starting out in the retirement services industry or for those who simply need a refresher on IRA’s. By using hands-on exercises and real-life examples throughout the workshop, participants will leave this session able to work with IRA owners and process basic IRA transactions with confidence.

Course topics include:Introduction to IRAs: Explain the benefits of an IRA and identify the tax differences of a Traditional and Roth IRA.

Establishing an IRA: Examine the process for establishing an IRA and the required documents and differentiate between the types of beneficiaries.

IRA Funding: Learn about the Traditional and Roth IRA eligibility requirements, identify the contribution limit and deadline, and ensure accurate contribution reporting.

IRA Distributions: Distinguish the possible taxes on IRA distributions, identify federal and state tax withholding requirements, examine IRS penalties and their exceptions, and ensure accurate distribution reporting.

Portability: Identify the differences between a rollover and a transfer, recognize rollovers between IRAs and employer-sponsored retirement plans, and ensure accurate rollover reporting.

Reporting: Recognize reporting requirements and outline IRA reporting deadlines.

Who Should Attend? You should attend this seminar if you need to learn the basics of Traditional and Roth IRAs or want an updated, general refresher on IRA rules.

Advanced IRAsIf you already have a basic understanding of IRAs but need additional training on complex IRA issues, then the Advanced IRAs workshop is perfect for you. By attending the workshop, you will learn advanced concepts and how to apply those concepts to real-life situations.

Course topics include: Beneficiary Distributions: Options and deadlines.

Resolving Contribution Issues: Identify the difference between a true excess and a deemed excess, explain the deadline to correct an excess contribution, and calculate net income attributable (NIA) and describe the methods for correcting an excess contribution.

Advanced Portability: Explain the restrictions on the movement between IRAs and the result of violating the portability restrictions, recognize the options available when moving from an employer-sponsored retirement plan to an IRA, and describe a conversion, a reconversion, and the consequences of an ineligible conversion.

Required Minimum Distributions: Calculate a required minimum distribution (RMD), discuss the RMD rules and reporting requirements, and describe beneficiary distribution options and deadlines.

Correcting Tax Forms: How to manually correct IRS Forms 1099-R and 5498, and how to correctly complete IRS Form 1096.

Who Should Attend? You should attend this seminar if you are an IRA administrator, or member service personnel who is looking to build and expand your IRA knowledge; are a financial professional who recognizes that IRAs play an integral role in retirement planning; or are a compliance specialist with procedural oversight of IRA policies and practices.

PRESENTERS Ben Maas or Debbie Shipman

LOCATION See above

COST $209 per day, $369 both days

Includes Instruction, materials and lunch.



Course Descriptions

Lending Compliance School

DATE May 13-14, 2015: Phoenix, AZMay 20-21, 2015: Denver, CO

TIME 9:00 am - 4:00 pm

DESCRIPTION Looking for the information you need to prepare your credit union for the CFPB's new mortgage rules? Plan to attend the 2-day Lending Compliance School where we’ll cover the latest challenges and changes in credit union lending rules and regulations, including updates on the full scope of the CFPB's new mortgage requirements and the new TILA/RESPA rules that are effective August 1, 2015. This program will give you a solid baseline of information needed to either begin or continue the implementation process, including the scope of the new rule and how the new rule differs from the existing TILA/RESPA disclosures, and the timing requirements. This 2-day program will provide lending compliance professionals with in-depth knowledge and resources in the areas of lending compliance that have seen the greatest change.

Who Should Attend? Credit union lending compliance professionals

PRESENTER Various

LOCATION See Above


INCLUDES Instruction, materials and lunch.



Course Descriptions

Member Business Lending BootcampDATE Week 1: March 2-6, 2015

Week 2: April 20-24, 2015Week 3: June 1-5, 2015Week 4: July 20-24, 2015Week 5: August 17-21, 2015Week 6: September 30 – October 2, 2015

TIME Start time varies

DESCRIPTION Taught by Hipereon, Inc., a national financial consulting and training firm specializing in providing services to financial institutions to support their commercial business credit underwriting and credit administration functions, the Member Business Lending Bootcamp is offered in conjunction with Cornerstone Credit Union League. Successful completion of the program provides individuals with a set of certified skill sets to perform as junior commercial lending officers.

This comprehensive course includes 5 weeks of instruction on the following topics: • Mastering Accounting Principles• Mastering Tax Returns• Analyzing Business Financial Statements• Analyzing Projections• Assessing Risk-Credit Memorandums

Participants will learn how to analyze financial statements, interpret business ratios, interpret business tax returns, predict business cash flow, identify & evaluate MBL risks, prepare credit memorandums, properly administer credit, prepare for credit exams and how to use governing principles of accounting.

This is an excellent opportunity for those who wish to have immersion in MBL subject matter through five weeks of high energy interaction, working with 30 year MBL veterans through in the trenches hands-on learning in a relaxed fun-filled atmosphere.

Registration: To register or for additional details contact Janine McBee at 800.442.5762 ext. 6630.

Who Should Attend? Credit union MBL professionals seeking to earn the prestigious Business Lending School designation, enhance credit analysis skills, and improve your credit union’s focus on the MBL portfolio.

PRESENTER Hipereon, Inc.

LOCATION Cornerstone Credit Union League, 4455 LBJ Freeway Ste 100, Farmers Branch TX 75244-5998

COST $6,075 (Full series)

INCLUDES Registration fee includes five weeks of instruction, resource materials, all exams, certification, continental breakfasts, and lunches. Attendees are responsible for hotel reservation, transportation to/from the Cornerstone Credit Union League, evening meals, and any other incidentals. Substitutions from the same credit union are permitted only after the first session, and only after pre-testing of the substituted student's knowledge of the related material in session one with a score of eighty percent (80%) or higher.

Boot Camp Cancellation PolicyThe series subject to cancellation if there are less than 15 registrants as of February 13, 2015. In the event of cancellation, all registrants will be notified and receive full refunds.



Course Descriptions

Mortgage Loan Originator (MLO) Training

DATE April 7, 2015: Denver, COApril 9, 2015: Phoenix, AZ

TIME 8:30 am – 5:00 pm

DESCRIPTION The Mortgage Loan Originator training is designed to assist member credit unions with satisfying this new training requirement. The training will be provided by PolicyWorks in partnership with the Credit Union National Association and Mountain West Credit Union Association.

The course will cover the following federal regulations:• Regulation Z (Truth-in-Lending)• Regulation X (RESPA)• Regulation V (Fair Credit Reporting Act)• Regulation B (Equal Credit Opportunity Act)• Fair Housing Act• Regulation C (Home Mortgage Disclosure Act) • Service member Civil Relief Act

8 Hour SAFE Comprehensive Mortgage Loan Originator Course #4528*

This course meets the continuing education requirements of the SAFE Act inclusive of (3) hours federal laws & regulations, (3) hours ethics, consumer protection & fair lending, and (2) hours lending standards for the non-traditional mortgage product marketplace.

Registration: Course registration accepted at www.cuna.org.

Who Should Attend? Credit union mortgage loan officers.

PRESENTER Michael R. Christians

LOCATION See above

COST $299


Networking Council – Community Development DATE February 5, 2015: Denver, CO, Phoenix, AZ & Tucson, AZ


DESCRIPTION The Community Development Council provides credit union professionals who are responsible for building and developing targeted community relationships and strategic partnerships the opportunity to network and share the challenges and successes in developing new partnership opportunities and growing existing relationships.The Council is interactive and belongs to the members as an outlet and a source for solving problems that will further the success of credit unions in their communities.

Who Should Attend? Credit union community development professionals.

PRESENTER Facilitated by an Association staff member or credit union professional.

LOCATION See above

COST $20 per session. Email [email protected] to register.

INCLUDES Networking and continental breakfast.



Course Descriptions

Networking Council – Compliance

DATEFebruary 12, 2015: Denver, CO, Rock Springs, WY & Tucson, AZJune 11, 2015: Casper, WY, Denver, CO & Phoenix, AZOctober 8, 2015: Denver, CO, Phoenix, AZ & Rock Springs, WY


DESCRIPTION The Compliance Networking Council brings together compliance professionals to discuss the challenges inherent in keeping credit unions compliant with the regulations that govern them. The council provides opportunities to meet with your counterparts from other credit unions, discuss upcoming regulatory changes, as well as strategies to minimize their impact. Members benefit from networking with their compliance peers, as well as having access to a Regulatory Affairs team member from the Mountain West Credit Union Association.

Who Should Attend? Credit union compliance professionals.


LOCATION See above



Networking Council – Human Resources & Trainers

DATE March 17, 2015: Phoenix, AZ, Rock Springs, WY & Tucson, AZ June 4, 2015: Casper, WY, Denver, CO, Phoenix, AZ & Tucson, AZ


DESCRIPTION HR and Trainers Networking Council provides a forum for credit union professionals in human resources and training to learn, teach, and pass on tips; provide resources and information; and share professional knowledge in a self-directed forum. The open format of this council serves to encourage and re-charge colleagues who deal with similar challenges and developments within the credit union movement.

Who Should Attend? Credit union human resources and training professionals.


LOCATION See above



Networking Council – Lenders

DATE February 19, 2015: Denver, CO, Phoenix, AZ & Tucson, AZJune 18, 2015: Denver, CO, Phoenix, AZ & Rock Springs, WY


DESCRIPTION Members of this council will stay on top of matters affecting the lending industry by having access to a wealth of information through networking with fellow credit union lenders. This council is not just about lending issues. It’s about getting prepared for new opportunities and concerns facing credit unions now through peer support and resources in lending strategies that will help bolster interest in the industry.

Who Should Attend? Credit union lending professionals.


LOCATION See above





Course Descriptions

Networking Council – Marketers

DATE February 26, 2015: Denver, CO, Phoenix, AZ & Rock Springs, WYJune 25, 2015: Casper, WY, Denver, CO & Tucson, AZ


DESCRIPTION The Marketers Networking Council provides professionals in the marketing, communications, media relations and public relations fields the opportunity to network and share the challenges and successes promoting their credit union's products and services. The Council is interactive and belongs to the members as an outlet and a source for solving problems that will further the success of credit unions.

Who Should Attend? Credit union marketing professionals.


LOCATION See above

COST $20 per session. Email: [email protected] to register.


Regulatory Compliance and BSA School

DATE September 9-10, 2015: Denver, CO October 20-21, 2015: Phoenix, AZ

TIME 9:00 am – 4:00 pm

DESCRIPTION As a credit union compliance professional, you face an increasing complex regulatory environment and challenging compliance issues. Plan to attend the Mountain West Regulatory Compliance and BSA School with compliance expert, Ty Parker, where you will receive a solid understanding of the regulations and laws affecting your regulatory compliance responsibilities.

The two-day program will cover general operations regulations, deposit account regulations, and practical compliance issues. Additionally, the BSA statutory and regulatory training requirements that compliance professionals need in order to comprehend and comply with the complex federal BSA law will be covered. Plan to attend this important program so you can stay up-to-date with the latest compliance regulations and ensure your credit union is operating within the current laws.

Who Should Attend? Credit union compliance professionals.

PRESENTER Ty Parker

LOCATION See above




Course Descriptions

Volunteer TrainingDATE Arizona

October 8, 2015 – Phoenix, AZ October 7, 2015 – Tucson, AZ

Colorado October 20, 2015 – Denver, COOctober 22, 2015 – Pueblo, CO Wyoming August 26, 2015 – Laramie, WYAugust 25, 2014 – Rock Springs, WY

TIME 4:30 pm – 7:00 pm

DESCRIPTION Topic to be determined. Visit mwcua.com for upcoming details.

Who Should Attend? Credit union supervisory committee members and board of directors.

PRESENTERS Melia Heimbuck and Julie A. Kappenman

LOCATION See above

COST $79 for the first registration. A $15/person discount will be applied to each attendee after the first one registered. Multiple attendees must be from the same credit union and registered at the same time.

INCLUDES Instructions, materials and a light dinner.


Conferences

Upcoming events and conferences sponsored by various credit union organizations.

Western States Volunteers’ ConferenceDATE January 25-27, 2015LOCATION Monte Carlos Resort, Las Vegas, NVDESCRIPTION The Western States Volunteers’ Conference

provides credit union volunteers with an annual opportunity to develop skills for exemplary leadership. Whether you are a new Supervisory Committee or Board Member; or you are a ‘seasoned’ volunteer; attendance at this conference will provide you with the information and insights to govern for greatness at your credit union. You’ll leave this conference with the latest information and updates regarding credit union fraud, payment trends, finance, economics, governance, and growth strategies.

MORE INFO www.mwcua.com/wsvc

CUNA Governmental Affairs Conference (GAC)DATE March 8-12, 2015LOCATION Washington Convention Center, Washington,

DCDESCRIPTION Join us in Washington D.C. March 8-12

for the 2015 CUNA Governmental Affairs Conference (GAC) to Unite for Good. One hundred million credit union memberships is a significant milestone. It’s proof that Americans value the credit union difference. It reinforces that Americans want financial service alternatives that offer real choices and put them first. It’s time to celebrate—and time to leverage the opportunity.

MORE INFO events.cuna.org/gac15

Mountain West Credit Union Association Annual Meeting & ConventionDATE March 26-28, 2015LOCATION The Arizona Biltmore, Phoenix, AZ DESCRIPTION The largest concentration of credit union

executives and volunteers from the Mountain West region convene each year at the Mountain West Annual Meeting & Convention. In 2015, keynote sessions by Todd Henry and John Lauck will provide leadership and motivational knowledge, while breakout sessions in succession planning, cyber security, mobile technology and building political influence will build industry knowledge.

MORE INFO www.mwcua.com/am

America’s Credit Union Conference & Expo and World Credit Union ConferenceDATE July 12-15, 2015LOCATION Colorado Convention Center, Denver, CODESCRIPTION Top credit union leaders will meet in

Denver to take part in the most innovative conference of the year with a global twist. America's Credit Union Conference and World Credit Union Conference are co-hosting in Denver 2015 to spur the world-wide credit union movement. This conference is an opportunity for you and your team to take part in igniting the credit union spirit throughout the United States and across the globe.

MORE INFO www.cuindenver2015.org

Economic SummitDATE September 11-12, 2015LOCATION High Country Conference Center,

Flagstaff, AZDESCRIPTION Join your peers to find out what state and

national economists are predicting for 2015 and what national and state regulations are looking at this year. Credit union CEO’s, CFO’s, volunteers, and anyone interested in the state of our economy in the future should attend this event.

MORE INFO www.mwcua.com/summit

Marketing SummitDATE October 1, 2015LOCATION Denver, CO & Phoenix, AZDESCRIPTION Credit union marketing professionals will

convene for this one day exchange of knowledge and new ideas. New multi-city format in 2015.

MORE INFO www.mwcua.com


2015 TelecoursesTelecourses allow credit unions to train staff at the office in a one to two hour time frame all for one low cost. All you need is access to a phone connection.

**BSA and Financial Exploitation of the Elderly training always available on-demand. Email: [email protected] for details.Cost: Quickbites (QB): 1 hour – $145 member, TeleCourses (TC): 2 hours – $199 member Price includes 60-day Audio Archive link.


DATE TITLE PRESENTER TYPEJANUARY 6 20 Outbound Marketing Tips for Every Credit Union Jeff Rendel QBJANUARY 8 Obamacare for Credit Unions Anne Bechtold QBJANUARY 13 Reg CC Ken Otsuka TCJANUARY 15 Robbery Prevention, Response, Aftermath Dana Turner TCJANUARY 21 Mortgage & Real Estate Fraud Robert Siciliano QBJANUARY 27 CTR/SAR’s Kristen Tatlock QBJANUARY 29 Identifying Loan Opportunities Michael Bartoo QB

FEBRUARY 3 IRA’s Christy Crawford QBFEBRUARY 5 Supervisory Committee Rules & Regulations Bob Glynn QBFEBRUARY 10 Documenting & Disciplining Employees Lynn Esp QBFEBRUARY 12 Becoming the Digital Native Nicolette Lemmon QBFEBRUARY 19 Business Development-Prospecting for SEGS Eileen Cherry Clark QBFEBRUARY 24 Decedent Accounts Robert Rutkowski QBFEBRUARY 26 Collections Sheila O’Leary QB

MARCH 3 Avoiding Credit Card Fraud Mary Ann Colucci QBMARCH 5 Employee Engagement Jennifer Kuhn QBMARCH 11 Notary Public Training Jennifer Tomas QBMARCH 18 Negotiable Instruments/Endorsements Christy Crawford QBMARCH 25 Lending Strategies for Growth, Profitability and Retention Celeste Cook QBMARCH 31 Vendor Due Diligence Brad Bergmooser QB

APRIL 8 Problem Loan Workout in Today’s Market David Osburn TCAPRIL 20 Integrating Mobile into Your Loan Growth Strategy Ben Klepzig QBAPRIL 23 RESPA/TILA Wallace Jones QBAPRIL 28 Trust Accounts Robert Rutkowski QB

MAY 7 Compliance Hot Topics Gaye DeCesare TCMAY 12 ALM Best Practices ALM Group QBMAY 14 Trading Spaces Marketing Mark Arnold QBMAY 19 Five Critical Steps to Mitigating Cyber Attacks Ron Harbin QBMAY 21 Lifestyle Lending Pierre Cardenas QBMAY 28 Reg Z Kristen Tatlock TC

JUNE 4 Teller Boot Camp I Honey Shelton TCJUNE 9 Strategies for Attracting Youth Mark Lynch QBJUNE 11 Teller Boot Camp II Honey Shelton TCJUNE 16 Innovative Strategic Process to Create Thriving Financial Cooperatives Anne Legg QBJUNE 18 Winning With Auto Lending Celeste Cook QBJUNE 23 Think Big - Act Small Jeff Rendel QBJUNE 25 Ten Steps to a Successful Compliance Program John Zasada QBJUNE 30 ACH New Rules Update John Curtis QB



2015 Telecourses

DATE TITLE PRESENTER TYPEJULY 7 Skip Tracing Sheila O’Leary QBJULY 9 Basic Account Titling Jackie Judd QBJULY 16 Wire Fraud Ken Otsuka QBJULY 21 Why Marketing Analytics Change Landscape David Gilbert QBJULY 23 Website Compliance Brad Bergmooser QBJULY 28 Review, React, Remediate - Responding to Problem Loans Ancin Cooley QBJULY 30 Robbery Prevention Kate McPike QB

AUGUST 6 Leadership/Multitasking for CU Managers David Osburn TCAUGUST 11 The Virtual Model Jim Kasch QBAUGUST 13 Paradox of Relationship Sales Matt Purvis QBAUGUST 18 Big Data Anne Legg QBAUGUST 25 Regulatory Updates-NCUA, The Fed, FDIC & CFPB ALM Group QBAUGUST 27 New & Used Vehicle Lending Joe Miller QB

SEPTEMBER 1 Deposit Account Regulations Gaye DeCesare QBSEPTEMBER 3 Loan Modifications David Reed QBSEPTEMBER 9 “What if” Planning Using Loan Application Data David Gilbert QBSEPTEMBER 14 Three Components of Success On-Line - DCL Eric Cook QBSEPTEMBER 17 Remote Deposit Capture - Rules & Regulations Kevin Olsen QBSEPTEMBER 22 Social Media Compliance John Zasada QBSEPTEMBER 24 Cyber Liability/Data Security Ken Otsuka QBSEPTEMBER 29 What Does Membership Growth Have To Do With Google Analytics? Jonathan Furhman QB

OCTOBER 1 Changes to the Mortgage Lending Rules Rob Rutkowski QBOCTOBER 6 Ten Steps to Relentless Loan Growth Celeste Cook QBOCTOBER 8 Expanding Your Credit Union’s Loan Portfolio Nicolette Lemmon QBOCTOBER 14 HR Forms Lynn Esp QBOCTOBER 20 Sparking Innovation at your Credit Union Shari Storm QBOCTOBER 22 Bankruptcy David Reed QBOCTOBER 27 How to Engage Members thru Smart Phones & Tablets Brett Wooden QBOCTOBER 29 Customer ID Program (CIP) for Credit Union Gretchen Jones QB

NOVEMBER 3 Handling Irate Members John Baptista Jr QBNOVEMBER 5 Call Center - The Remote Delivery Branch Pierre Cardenas QBNOVEMBER 9 Big Ideas for Credit Union Marketing Joe Sullivan QBNOVEMBER 17 Underwriting Red Flags Wallace Jones QBNOVEMBER 19 Website Optimization - Key To Engage Members Digitally Matt Chesky QBNOVEMBER 23 E-Document Strategy - Key to CU Success Carol Middaugh QB


2015 Telecourses


DATE TITLE PRESENTER TYPEDECEMBER 1 The 12 Days of Leadership Jackie Judd QBDECEMBER 3 Reg E Steve Gibbs QBDECEMBER 8 Interviewing Skills Diane Reed QBDECEMBER 10 How To Appeal to Your Members in their Prime Lending Years Nicolette Lemmon QBDECEMBER 16 Dodd Frank Mortgage Disclosure Update Steve Gibbs QBDECEMBER 22 Website Security Audit Tips Randy Romes QBDECEMBER 29 BAH! HMDA - Regulation C Kristen Tatlock QB


Webinar trainings allow credit unions to train staff by participating in live webcasts through their web browser and listening to audio through their telephone. Or, by purchasing a recorded session, you can train your staff on-demand by computer, iPad, iPhone or Android. Select one of three registration options.

1. LIVE WEBINAR: 90 Minutes – $199

2. ON-DEMAND WEB LINK** AND FREE CD ROM* – $199

3. BOTH LIVE WEBINAR AND ON-DEMAND WEB LINK** (INCLUDES FREE CD-ROM*) – $245 (ON-DEMAND LINK: is a recording of the live event including audio, visuals, and handouts.)

Cheaper by the dozen: Order 12 webinars (including archived programs), and your credit union will automatically receive a complimentary certificate for a free webinar!

DATE TITLE PRESENTER

JANUARY 6 CFPB Rules for Mortgage Loan Officer Compensation Tracy Jean AshfieldJANUARY 7 Disaster Management & Continuity Planning, Including Critical Vendors Ann Brode-Harner

JANUARY 8 Apple Pay, the Mobile Payments Game Changer: Considerations & Action Steps for Credit Unions Lee Wetherington

JANUARY 13 HMDA: What to Know Now & What’s on the Horizon? Susan CostonisJANUARY 14 IRA Series: IRA & HSA Update 2014-2015 Tax Years Frank J. LaLoggiaJANUARY 21 Advanced Endorsements: POAs, Businesses, Trusts & More Mary-Lou Heighes

JANUARY 22 Director Series: Credit Union Bylaws: Understanding & Assessing Your Governance Documents Elizabeth Fast

JANUARY 27 Dealing with ACH Tax Refunds: Exceptions, Posting & Credit Union Responsibilities Luann S. KohlmannJANUARY 28 HR Series: Interviewing Techniques & Best Practices: Hiring Right the First Time Diane ReedJANUARY 29 Member Complaint & Response Management Brian Witt

FEBRUARY 3 Regulator Issues & Updates for the Credit Analyst S. Wayne Linder

FEBRUARY 4 Revisiting Your RESPA & TILA Policies to Include the New Integrated Disclosure Requirements Ann Brode-Harner

FEBRUARY 5 Understanding Appraisals & Appraisal Review Concepts for Lenders Heidi C. LeeFEBRUARY 11 New Accounts Series: Account Opening Due Diligence Angela Lucas

FEBRUARY 12 Qualifying Borrowers Using Personal Tax Returns Part 1: Basics, Itemized Deductions, Interest & Dividend Income, Sole Proprietorships & Capital Gains Tim Harrington

FEBRUARY 18 BSA Compliance Series: New BSA Officer Training Bill ElliottFEBRUARY 19 Required Compliance Series: Compliance Rules Lenders Must Know Susan CostonisFEBRUARY 24 FFIEC Guidelines & Recent Developments in Cyber Security Risk Management Dr. Kevin StreffFEBRUARY 25 Top 10 Compliance Mistakes in Advertising Steven Van Beek

FEBRUARY 26 Advanced ACH Specialist Series: Setting & Monitoring Effective ACH Exposure Limits Luann S. Kohlmann

2015 Webinars



2015 Webinars


MARCH 3 Qualifying Borrowers Using Personal Tax Returns Part 2: Income from Rentals, Royalties, Partnerships, S Corporations & Farms Tim Harrington

MARCH 4 IRA Series: Traditional & Roth IRA Fundamentals & Compliance Considerations Frank J. LaLoggiaMARCH 5 Avoiding Loss at the Teller Line Mary-Lou Heighes

MARCH 11 Effective Management of Credit Report Disputes: Completing ACDVs, AUDs & Correcting Joint Members’ Credit Matthew D. Urban

MARCH 12 Enterprise Risk Management: The Roles of the Board & Supervisory Committee Tim HarringtonMARCH 18 Flood Insurance Compliance Review & Update Angela LucasMARCH 19 HR Series: Performance Management: A Seasoned Supervisor’s Guide Diane Reed

MARCH 24 Social Media Content Strategies for Visibility & Positioning of Your Credit Union Online Eric Cook

MARCH 25 The TILA/RESPA Integrated Disclosure Line-by-Line Part 1: Loan Estimate Lisa ZigoMARCH 26 Director Series: Evaluating Your Board & CEO Tim Harrington

APRIL 2 New Accounts Series: Opening Trust Accounts: Compliance, Documentation, Signing Authority & Deposit Insurance Issues Mary-Lou Heighes

APRIL 7 ACH Rules Update 2015 Shelly SimpsonAPRIL 8 Advanced Issues in Dormant Accounts, Unclaimed Property & Escheatment Elizabeth FastAPRIL 9 Current Issues in Physical Security Risk: Regulatory Compliance & Best Practices Barry ThompsonAPRIL 15 CFPB Real Estate Loan Collection Rules for Mortgage Services Elizabeth Fast

APRIL 21 HR Series: Monitoring Employee Work-Related & Personal Social Media: Should We? How? Is it Legal? Nancy Flynn

APRIL 22 The TILA/RESPA Integrated Disclosure Line-by-Line Part 2: Closing Disclosure Lisa ZigoAPRIL 23 Current Trends in Cyber Crime & Payments Fraud Randy Romes

APRIL 28 Required Compliance Series: Red Flags, Privacy & Ethical Considerations: Know Your Compliance Responsibilities Angela Lucas

APRIL 29 EMV & Debit Cards: Preparing for the October 1, 2015 Liability Shift Lee Wetherington

APRIL 30 BSA Compliance Series: Updating Your Credit Union’s BSA/AML/OFAC Risk Assessment Bill Elliott

MAY 5 Director Series: Strategic Planning Best Practices for the Board & Senior Management Celeste Cook

MAY 6 Revised Escrow Rules Effective August 1, 2015 Angela LucasMAY 12 IRA Series: IRA Death Distributions: Beneficiary Options & Tax Consequences Linda KleibrinkMAY 13 Duties of the Board Secretary: Fundamentals, Best Practices & E-Package Delivery Ann Brode-Harner

MAY 14 Home Equity, HELOC & Second Lien Risk Management, Including Maturing HELOC Guidance Tommy Troyer

MAY 19 HR Series: You’re the New HR Officer, Now What? Kay Robinson

MAY 20 Advanced ACH Specialist Series: ACH Death Notification Entries (DNEs) & Reclamations: Your Credit Union’s Liability Luann S. Kohlmann

MAY 21 Wire Transfer Compliance: Who is Liable? Elizabeth Fast

MAY 27 Credit Union Basics for New Employees Part 1: Financial System, Deposit Operations, Lending Ann Brode-Harner

MAY 28 The ALLL in Troubled Debt Restructuring: Identifying & Accounting for Impaired Loans Todd A. Sprang


2015 Webinars


JUNE 2 Introduction to Call Reporting: Overview of Requirements & Reporting, Recent Updates & Common Mistakes Stephen Schiltz

JUNE 3 Collection Call Techniques: Compliant Telephone Scripts & Responses Michelle DunnJUNE 4 Commercial Loan Application Danger Zones Susan CostonisJUNE 9 BSA Compliance Series: BSA Officer Reports to the Board Ann Brode-HarnerJUNE 10 Countdown to the Integrated Disclosure Deadline: August 1, 2015 Bill ElliottJUNE 16 When a Borrower Dies: Next Steps & Best Practices Elizabeth Fast

JUNE 17 New Accounts Series: Properly Handling Fiduciary Accounts: Authority, Ownership, Access & Liability Mary-Lou Heighes

JUNE 18 Stress Testing Your Loan Portfolio: Regulations, Risk & Impact on Value S. Wayne LinderJUNE 23 IRA Series: Processing IRA Rollovers & Transfers Frank J. LaLoggiaJUNE 24 Credit Union Basics for New Employees Part 2: Regulatory Issues, Exams, Audits Ann Brode-HarnerJUNE 25 From Frontline to Teller Supervisor: Developing Skills & Making a Smooth Transition Linda KleibrinkJUNE 30 Understanding Asset/Liability Management Concepts Gary J. Young

JULY 7 Required Compliance Series: Compliance Regulations for the Frontline Mary-Lou HeighesJULY 8 Managing E-SIGN, E-Statements & E-Disclosures Nancy FlynnJULY 15 Director Series: Understanding the Board’s Role in Cyber Security Risk Jackie MarshallJULY 16 When a Depositor Dies: Next Steps & Best Practices Elizabeth FastJULY 21 Credit Unions in a Consolidating Industry: Acquiring Another Institution or Branch Jeffrey C. Gerrish

JULY 22 Developing Your UDAAP Program: Policy, Procedures, Risk Assessment & Audit Ann Brode-Harner & Dawn Kincaid

JULY 23 Your Member Has Filed Bankruptcy, Now What? Elizabeth FastJULY 28 Check Handling: Holds, Stop Payments, Official Checks & More Mary-Lou Heighes

JULY 29 Advanced ACH Specialist Series: Does Your Originator Agreement Meet NACHA Rule Requirements? Shelly Simpson

JULY 30 Regulatory Oversight of Third-Party Vendors: Due Diligence, Management & Contracts Michael Berman

AUGUST 4 New Accounts Series: Business Account Signature Cards & Resolutions: Entities, Authority & Documentation Mary-Lou Heighes

AUGUST 5 Fair Lending Comparative File Review Ann Brode-Harner

AUGUST 6 Call Report Preparation: Basic Lending Schedules, Including Loans by Type, Delinquency, Charge-Offs & Unused Commitments Stephen Schiltz

AUGUST 11 CFPB Income Verification Rules for Self-Employed Borrowers: Tax Implications for Qualified Mortgages Tim Harrington

AUGUST 12 Best Practices for Commercial Lending & Commercial Loan Portfolios Bryan Mogensen

AUGUST 18 BSA Compliance Series: How to Redesign Your BSA Program to Impact Your Bottom Line Adam Witmer

AUGUST 19 Website & Social Media Compliance John Zasada

AUGUST 20 Garnishments, Subpoenas, Summonses, Levies: Handling Official Demands for Member Funds Elizabeth Fast

AUGUST 25 Financial Literacy Fundamentals for New Directors: Financial Statements, Key Ratios & How to Monitor Your Credit Union Tim Harrington

AUGUST 26 Facebook: Update on System, Strategies, Techniques & Tips Eric CookAUGUST 27 HR Series: Essential Recordkeeping from Hiring to Firing Kay Robinson


2015 Webinars


SEPTEMBER 2 Advanced ACH Specialist Series: Defining & Identifying Third-Party Senders: Risk, Liability & Audit Requirements Luann S. Kohlmann

SEPTEMBER 3 Members for Life: Creating an Effective Member Retention Plan Debra Bish

SEPTEMBER 9 HR Series: HR Danger Zones: Regulations, Requirements & Best Practices to Keep You Out of Trouble Kay Robinson

SEPTEMBER 10 Loan Concentration Management: Evaluation, Risk Tolerance & Regulatory Guidance S. Wayne Linder

SEPTEMBER 15 Loan Underwriting Basics: Interviewing, Credit Reports, Debt Ratios & Regulation B Tommy TroyerSEPTEMBER 16 Managing the 8 Categories of Risk Assessment Ann Brode-HarnerSEPTEMBER 17 Director Series: UDAAP for the Board & Senior Management Susan CostonisSEPTEMBER 22 Imaged Documents: What to Keep, What to Destroy, What Holds up in Court? Elizabeth FastSEPTEMBER 23 Regulator Guidance & Issues in ATM Security Dr. Kevin StreffSEPTEMBER 24 IRA Series: Auditing IRAs Step-by-Step Linda KleibrinkSEPTEMBER 29 Required Compliance Series: Compliance Regulations for Deposit Operations Mary-Lou Heighes

OCTOBER 6 Call Report Preparation: Advanced Lending Schedules, Including Schedule A Specialized Lending, REOs, MSRs, MBLs & TDRs Stephen Schiltz

OCTOBER 7 Powers-of-Attorney & Living Trust Documents: Guidelines for Deposit Accounts & Loans Elizabeth Fast

OCTOBER 8 Regulation E Requirements for Debit Card Error Resolution: Processing, Disclosure & Investigation Luann S. Kohlmann

OCTOBER 14 Advanced Financial Literacy Update for New & Experienced Directors: ALM Primer & New Financial, Accounting & Risk Issues Tim Harrington

OCTOBER 15 BSA Compliance Series: Identifying, Reporting & Monitoring Suspicious Activity Angela Lucas

OCTOBER 20 Advanced ACH Specialist Series: Understanding & Navigating ACH Rules for ODFIs Shelly Simpson

OCTOBER 21 The Ins & Outs of Credit Union Share Insurance: Protecting Your Member Steven Van Beek

OCTOBER 22 New Accounts Series: Opening Accounts for Minors: Ownership, Access & Transactions Mary-Lou Heighes

OCTOBER 27 Adverse Action: Consumer & Mortgage Loan Best Practices Ann Brode-HarnerOCTOBER 28 Supervisory Committee Duties & Responsibilities Bryan Mogensen

NOVEMBER 3 Form 1099 Reporting: Third-Party Vendors, Foreclosures, Debt Forgiveness & More Elizabeth Fast

NOVEMBER 4 Director Series: Interest Rate Risk Policies, Considerations & Consequences: What Directors Should Know Gary J. Young

NOVEMBER 5 Increasing Sales Now: How to Develop & Implement an Effective Internal Sales Campaign Debra Bish

NOVEMBER 10 IRA Series: IRA Reporting, Common Issues & Error Resolution Frank J. LaLoggia

NOVEMBER 12 Required Compliance Series: Regulatory Requirements for the Board & Senior Management Ann Brode-Harner

NOVEMBER 17 The New Security Officer: Responsibilities, Best Practices & Skill-Building Tools Barry ThompsonNOVEMBER 18 Nuts & Bolts of Effective Metro 2 Credit Reporting via e-OSCAR John B.C. PorterNOVEMBER 19 Responsibilities & Liability When Check or ACH Fraud Occur Elizabeth FastNOVEMBER 24 Top 10 Mistakes in Deposit Compliance Exams Susan Costonis


2015 Webinars


DECEMBER 1 Call Report Preparation: Financial Statements, Including Schedule B Investments, C CUSOs & D Derivatives Stephen Schiltz

DECEMBER 2 Appraisals for Non-Performing Assets Heidi C. Lee

DECEMBER 3 Advanced ACH Specialist Series: Reg E Error Resolution Rules Versus NACHA Operating Rules: Obligations, Consumer Disputes & Case Studies Luann S. Kohlmann

DECEMBER 8 Safe Deposit Issues: Drilling, Unpaid Rent, Death & Unclaimed Property Elizabeth Fast

DECEMBER 9 BSA Compliance Series: BSA Special Risks: Policy, Law Enforcement & Regulator Issues Susan Costonis

DECEMBER 10 Managing Accounts & Records for Nonresident Aliens: Opening, Identifying, Monitoring & Tax Reporting Angela Lucas

DECEMBER 15 Required Compliance Series: Robbery Prevention, Apprehension & Recovery Troy Evans

DECEMBER 16 New Accounts Series: Opening Donation, Benevolent & Other Accounts for Nonprofit Organizations & Corporations Linda Kleibrink

DECEMBER 17 Exercising the Right of Setoff on Deposit Accounts & Loans Elizabeth Fast


2015 Special Webinar Series

In 2015, we’ll again be offering webinar series! We have seven series to choose from including the Advanced ACH Specialist Series, BSA Compliance Series, Director Series, HR Series, IRA Series, New Accounts Series and Required Compliance Series. Each series includes six webinar sessions.

Advanced ACH Specialist SeriesThe Advanced ACH Specialist Series (6 sessions) will provide the experienced ACH specialist exposure to multiple aspects of ACH – payments, operations, risk management, and regulatory compliance. The knowledgeable ACH specialist will be better equipped to understand the intricate payments function, mitigate losses, and enhance the operations of the institution.

2/26/2015 Setting & Monitoring Effective ACH Exposure Limits5/20/2015 ACH Death Notification Entries (DNEs) & Reclamations: Your Credit Union's Liability7/29/2015 Does Your Originator Agreement Meet NACHA Rule Requirements?9/2/2015 Defining & Identifying Third-Party Senders: Risk, Liability & Audit Requirements10/20/2015 Understanding & Navigating ACH Rules for ODFIs12/3/2015 Reg E Error Resolution Rules Versus NACHA Operating Rules: Obligations, Consumer Disputes & Case Studies

BSA Compliance SeriesThe BSA Compliance Series (6 sessions) is designed for the newer BSA officer to the most experienced BSA professional. Participants will learn skills, insights, and techniques from updating their risk assessment to redesigning their BSA program, to managing and monitoring suspicious activity.

2/18/2015 New BSA Officer Training4/30/2015 Updating Your Credit Union’s BSA/AML/OFAC Risk Assessment6/9/2015 BSA Officer Reports to the Board8/18/2015 How to Redesign Your BSA Program to Impact Your Bottom Line10/15/2015 Identifying, Reporting & Monitoring Suspicious Activity12/9/2015 BSA Special Risks: Policy, Law Enforcement & Regulator Issues

Director SeriesThe Directors Series (6 sessions) is designed exclusively for directors to ensure they understand their management oversight and enterprise risk governance responsibilities.

1/22/2015 Credit Union Bylaws: Understanding & Assessing Your Governance Documents3/26/2015 Evaluating Your Board & CEO5/5/2015 Strategic Planning Best Practices for the Board & Senior Management7/15/2015 Understanding the Board’s Role in Cyber Security Risk9/17/2015 UDAAP for the Board & Senior Management11/4/2015 Interest Rate Risk Policies, Considerations & Consequences: What Directors Should Know


Series Pricing - 6 Webinars in All!$999* for the entire series (Live OR Recorded) A Savings of $195!$1,230* for the entire series (Live AND Recorded) A Savings of $240!


HR SeriesThe HR Series (6 sessions) will provide the opportunity for HR professionals to develop skills and strategies that will translate into personal growth for the participant and positively impact the credit union’s bottom line.

1/28/2015 Interviewing Techniques & Best Practices: Hiring Right the First Time3/19/2015 Performance Management: A Seasoned Supervisor’s Guide4/21/2015 Monitoring Employee Work-Related & Personal Social Media: Should We? How? Is it Legal?5/19/2015 You’re the New HR Officer, Now What?8/27/2015 Essential Recordkeeping from Hiring to Firing9/9/2015 HR Danger Zones: Regulations, Requirements & Best Practices to Keep You Out of Trouble

IRA SeriesThe IRA Series (6 sessions) is a cost effective way to train all staff involved with IRA accounts in the proper way to open, report and comply.

1/14/2015 IRA & HSA Update 2014-2015 Tax Years3/4/2015 Traditional & Roth IRA Fundamentals & Compliance Considerations5/12/2015 IRA Death Distributions: Beneficiary Options & Tax Consequences6/23/2015 Processing IRA Rollovers & Transfers9/24/2015 Auditing IRAs Step-by-Step11/10/2015 IRA Reporting, Common Issues & Error Resolution

New Account SeriesThe New Account Series (6 sessions) series will address due diligence at account opening, the more complex issues of trust and fiduciary accounts, and minor accounts.

2/11/2015 Account Opening Due Diligence4/2/2015 Opening Trust Accounts: Compliance, Documentation, Signing Authority & Deposit Insurance Issues6/17/2015 Properly Handling Fiduciary Accounts: Authority, Ownership, Access & Liability8/4/2015 Business Account Signature Cards & Resolutions: Entities, Authority & Documentation10/22/2015 Opening Accounts for Minors: Ownership, Access & Transactions12/16/2015 Opening Donation, Benevolent & Other Accounts for Nonprofit Organizations & Corporations

Required Compliance SeriesThe Required Compliance Series (6 sessions) allows staff, officers, and board members access to mandated training requirements as well as a convenient way to meet requirements, test learning results, and receive a participation record – all in the convenience of your credit union.

2/19/2015 Compliance Rules Lenders Must Know4/28/2015 Red Flags, Privacy & Ethical Considerations: Know Your Compliance Responsibilities7/7/2015 Compliance Regulations for the Frontline9/29/2015 Compliance Regulations for Deposit Operations11/12/2015 Regulatory Requirements for the Board & Senior Management12/15/2015 Robbery Prevention, Apprehension & Recovery

*Discounted pricing is only available to those credit unions that sign up for an entire series at one time and by June 30, 2015. Otherwise regular pricing will apply. Webinar series do not qualify for the Cheaper by the Dozen promotion.

Register for a complete series and save! Contact Jaquetta Ward at 800-477-1697 ext. 2238 for more information.


2015 Special Webinar Series


Foundation Executive Leadership Program

Leaders Like YouThe Mountain West Credit Union Foundation’s Executive Leadership Program was created for you – the future leaders of the Credit Union Movement. Unlike many of the Foundation’s professional development opportunities, this program is more than a scholarship, it’s a complete five-year curriculum built to develop leaders specifically for the credit union industry. If you are selected for the Foundation Executive Leadership Program, you will be funded for immersive instruction in organizational leadership, credit union philosophy, and credit union operations with additional mentoring and coaching from the current credit union industry’s top leaders.

The ProgramThe Foundation Executive Leadership Program provides over $20,000 of full funding for five years of credit union leadership development. The program’s curriculum is divided into four areas or Quadrants:

Quadrant 1: Mountain West Credit Union Leadership InstituteThe Credit Union Leadership Institute is an in-depth series of workshops designed for credit union leaders seeking greater roles and responsibilities. It is performance based instruction that teaches the art of leadership with well-focused, guided practices that encourage interactive participation and discussions. You will develop skills and sharpen your abilities to guide employees in superior service, anticipate member needs, foster internal relationships, enhance the credit union culture, and strengthen your credit union’s presence to become a premier financial institution.

Quadrant 2: Credit Union Development Education (DE) TrainingThe Credit Union Development Education (DE) program promotes credit unions’ social responsibility and development through interactive adult education and professional networking. By linking credit unions’ past and present, the DE program brings renewed relevance to credit unions’ seven cooperative principles and the philosophy of “People Helping People” providing you with critical lessons in cooperative principles and credit union philosophy while incorporating challenges credit unions face today. During the week-long program, you will be involved in group exercises, field trips and issue discussions with speakers from around the credit union system.

Quadrant 3: Western CUNA Management SchoolThis highly concentrated academic training occurs over three yearly two-week terms. It is specially designed for future leaders who have set credit union management as their career goal and understand the need to keep abreast of developments in our industry. The curriculum covers Strategic Planning, Operations, Finance, Marketing, Lending, Human Resources, Technology, Business Development, Economics, Business Law, Communications, Leadership, and much more.

Quadrant 4: Mentoring and CoachingIt’s a pretty heavy course load and you know you will make it – but just to help you along the way, you will be assigned a professional coach and a mentor to guide you down this path. Your coach with make sure you are on track, help you sharpen your skills, and, when you need it, give you that pep talk to keep you off the bench. Once your classroom training is complete, you will be paired with a current credit union leader to serve as a mentor and help apply your knowledge to real-world situations. Your mentor will guide you through identifying and resolving current issues that require action at the executive level, giving you practical, executive management experience to move your career forward.

Questions? For any questions related to the Foundation Executive Leadership Program contact: Dr. Dan Santangelo, Executive Director at [email protected], 720.479.3276 or visit www.mwcua.com/felp.


National Certification Programs

CUNA’s self-study learning is a flexible, affordable way to strengthen current abilities and enhance opportunities for advancement. Courses are provided in print and online formats, and college credit options and recognition opportunities are available. For proven results, exams are offered for every course, as well as a number of designations across multiple credit union disciplines.

Certificate Programs:CU Advance is an interactive, competency-based learning program offered through CUNA CPDOnline. Learners take courses based on their own personal competencies, knowledge, training and experience. Each CU Advance learning module consists of 5-6 courses. Each course is designed to provide 20-30 minutes of optimum learning enjoyment. CU Advance offers a uniquely difference learning experience because it has:

• Blended learning that incorporates a variety of delivery channels including print, audio, video, web and instructor-led.

• Learner-directed courses that give your employees the flexibility to take modules in any order and test out of courses with pre-tests.

• Competency-driven career path building to help learners move toward the career path of their choice within the credit union.

• Experiential learning, including interactive exercises, community chat rooms, field trips to additional resources, practice activities, simulations, case studies and printed materials.

STAR and MERIT offer practical job-specific training courses designed to develop staff to their top performance potential. These traditional courses are offered in both print and online formats to make learning easy. One final exam per course provides the student the opportunity to test their knowledge.

Designation Programs:Bank Secrecy Act Compliance Specialist (BSACS) Certified Credit Union Executive (CCUE) Certified Credit Union Financial Counselor (CCUFC)Certified Credit Union Volunteer (CCUV)Credit Union Business Development Professional (CUBDP)Credit Union Business Lending Professional (CUBLP)Credit Union Compliance Expert (CUCE)Credit Union Certified Marketing Executive (CUCME)Credit Union Enterprise Risk Management Expert (CUERME)Credit Union Security & Fraud Expert (CUSFE)

To learn more and to order courses go to www.cuna.org, and visit the Training & Events tab.

100 % CUNA Center for Professional Development is committed to providing a quality learning experience with cutting-edge topics and expert instructors. If for some reason you are not fully satisfied, contact CUNA for a full refund or credit.


Instructor Bios

Michael R. ChristiansCompliance Attorney, PolicyWorks

Michael Christians is a Compliance Attorney for PolicyWorks, where he assists credit unions across the country with ensuring their mortgage lending programs are compliant with federal regulations. Additionally, he helps credit unions strategically plan for upcoming compliance changes, provides counsel relative to current law and regulations, and offers training and education services to credit union professionals. Michael brings to PolicyWorks more than 17 years of experience in the financial services industry in a variety of legal and compliance related positions. He received his law degree from Drake University Law School and his undergraduate degree from Kaplan University. He is a member of the American Bar Association and the Iowa State Bar Association. Michael has also earned CUNA’s Credit Union Compliance Expert Designation (CUCE).

Howard A. (Art) Dillon, Jr.Trainer, Peregrine Leadership Institute

Art Dillon has extensive experience in leadership, management, and organizational development. He has worked in both the public and private sectors and has distinguished himself as an experienced educator, motivational speaker, community volunteer, and mentor. Art’s leadership training and experience include both military service and public education. Art was drafted into the U.S. Army from his home in British Columbia during the Vietnam War. He became a commissioned officer, earned his pilot’s wings, and served as a helicopter pilot with the 101st Airborne Division in Vietnam. During 39 years of active and reserve service, Art held a number of key staff and command assignments, and graduated from the U.S. Army War College. Art retired from the military in 2006 as a Brigadier General and Commander of the Wyoming Army National Guard.

As an educator, Art served for 30 years as a teacher or principal. In 2006, Art retired as Principal of Colorado’s first Core Knowledge School, Traut Core Knowledge School in Fort Collins, Colorado. During Art’s 13 years as principal, Traut was designated a National School of Character in 1999, and earned a “John Irwin School of Excellence” rating by the Colorado Department of Education five times from 2000-2006. Art’s formal education includes a B.Ed. in Secondary Education from Simon Fraser University in Burnaby, B.C., Canada; an M.Ed. in Administration from Colorado State University in Fort Collins, Colorado; an Ed.S. in Educational Leadership and Policy Studies from the University of Northern Colorado in Greeley, Colorado; and a Superintendent’s license.

Art’s strengths include curriculum development, character education, leading change, leadership training, and strategic planning and decision making.

Ryan W. HayhurstManaging Director and Manager of the Financial Strategies Group, The Baker Group

Ryan W. Hayhurst joined The Baker Group in 1991 as an intern while attending the University of Oklahoma and is now a Managing Director and Manager of the Financial Strategies Group. Ryan develops Investment and Asset/Liability Management strategies designed for the specific needs of community financial institutions. He is integrally involved in the development of several software systems by The Baker Group Software Solutions Inc. to help community financial institutions with Interest Rate Risk Management, Fixed Income Analytics, Investment Portfolio Accounting, and Bank Budgeting and Planning. Ryan speaks nationally at banking conventions and events and he serves on the faculty of several community banking schools. Ryan regularly develops and presents regional as well as online seminars with a focus on investment and asset/liability education and he presents to community bank Investment, ALCO, and Board Meetings.


Instructor Bios

Mary-Lou HeighesPresident & Founder of Compliance Plus, Inc.

Mary-Lou Heighes, CUCE, is the president and founder of Compliance Plus, Inc., which helps credit unions large and small with the development of compliance programs and compliance training and assistance. A frequent speaker atconferences throughout the country, Mary-Lou provides compliance training for a number of state leagues and credit unions. Mary-Lou has been an instructor at regulatory compliance schools, has presented dozens of webinars for credit union related organizations throughout the country, and has written articles for Credit Union Magazine. She spent many years working on the very laws and regulations she trains on today.

Mary-Lou has been involved in the credit union movement since 1989. She spent five years working in credit unions and seven years providing compliance assistance through the Information Hotline and writing and editing TIPs bulletins advising credit unions to changes to regulations affecting credit union business.

Melia D. Heimbuck, CUDE, BSACS, CUCEDirector of Compliance Operations, Mountain West Credit Union Association

Melia Heimbuck has been with Mountain West Credit Union Association since 2002 and is currently the Director of Compliance Operations. She has held various positions within the Association including, Director of Member Services, Director of Credit Union Development, and Foundation Executive Director.

As Director of Compliance Operations, Melia is responsible for the day to day operations and creating a sustainable future for the Compliance Solutions program offered by Credit Union Strategic Partners. Additionally, she provides compliance guidance and assistance to credit unions in Arizona, Colorado, and Wyoming. Previous Association roles have put Melia in a position to develop and deliver strategic planning, create and lead small credit union initiatives, provide training, asset/liability management, budgeting, fundraising, grant writing, and board of director management. Melia possesses small credit union experience along with consumer and commercial lending background.

Melia holds a Bachelor’s Degree in Business Finance from the University of Northern Colorado, a Master’s of Business Administration in Business Finance from Regis University, the Credit Union Development Educator (CUDE) and Development Educator of the United Kingdom (DEUK) designations, as well as the Bank Secrecy Act Compliance Specialist (BSACS) and Credit Union Compliance Expert (CUCE) certifications.

Julie A. Kappenman, CUCEDirector of Compliance Services, Mountain West Credit Union Association

Julie A. Kappenman has been involved in the credit union movement for over 20 years. She began her career in Minneapolis, Minnesota where she worked for Teachers Federal Credit Union as an intern. She was then hired by the National Credit Union Administration (NCUA) as an examiner, where for nine years she conducted examinations of credit unions with varying assets sizes and complexity throughout the Midwest. Next, she became an Economic Development Specialist for NCUA where her role was expanded to include training and consulting for small and low-income credit unions throughout the country. As an Economic Development Specialist, Julie assisted in starting five new credit unions, authored “The Interim Audit Procedures manual” for Supervisory Committees, and provided one-on-one and group training sessions to numerous credit unions in a variety of areas including business development, compliance, and auditing.

Julie started CU Assistance in 2007 where she provided consulting services to a variety of credit unions. She began consulting with the Compliance Solutions Department of MWCUA in May of 2009. In this role she performed on-site compliance reviews, assisted in regulatory updates for program materials, and compliance


Instructor Bios

training. She joined the MWCUA team in September of 2012 where she is the Director of Association Compliance Services.

Julie holds a Bachelor of Science Degree in Accounting from Southwest State University in Marshall, MN and has earned the Credit Union Development Educator (CUDE) and Credit Union Compliance Expert (CUCE) designations.

Ben Maas, CIS, CIP, CISPIRA Training Consultant, Ascensus, Inc.

Ben Maas is a Training Consultant with the Resource Development department at Ascensus. Ben conducts IRA training programs nationwide. His expertise includes Traditional and Roth IRAs, Coverdell education savings accounts, health savings accounts, and SEP and SIMPLE IRA plans. He also leads the development, design, implementation, assessment, and maintenance of the IRA University curriculum.

Ben joined Ascensus in 2005 as a member of the IRA Call Center prior to becoming a training consultant. He received a bachelor of business administration degree in Finance from the University of Wisconsin–Whitewater. He has earned the Certified IRA Specialist (CIS) designation through Ascensus, the Certified IRA Professional (CIP) through the National Association of Federal Credit Unions (NAFCU), and the Certified IRA Services Professional (CISP) designation through the American Bankers Association (ABA). He is a member of the Association for Talent Development (ATD).

Olin Oedekoven, PhDPresident and CEO, Peregrine Leadership Institute

Olin O. Oedekoven has over 25 years of leadership experience at all organizational levels from first-line leader through strategic leadership. Olin has extensive work experience in both the public and private sectors with a comprehensive background in management, business administration, and organizational leadership.

Olin graduated from South Dakota State University with a Bachelor’s of Science in Wildlife and Fisheries Sciences. He then attended the University of Wyoming where he received a Master’s degree in Wildlife Management. Olin continued his formal education with Northcentral University where he received both an MBA and his Doctorate in Business Administration with specializations in Management and Public Administration. Olin completed a post-doctoral program in human resource management.

Olin is a graduate of the Army Command and General Staff College and the U.S. Army War College where he received a Master’s Degree in Strategic Studies. His military experience includes senior staff, battalion command, and brigade command assignments. Currently, Brigadier General Oedekoven is the Commander of the Wyoming Army National Guard. The organization includes over 1,700 full-time and part-time Soldiers.

Tyler F. Parker, JDCredit Union Speaker and Consultant

Tyler F. Parker is a nationally recognized speaker on financial institution operational and compliance topics, who over the last 29 years has taught account, checks, e-payment and compliance programs for all state Credit Union Leagues/Associations, the Credit Union National Association (CUNA), the National Credit Union Administration (NCUA) and numerous credit unions throughout the United States.

A member of the Washington Bar, Tyler received his Bachelor of Arts from Whitman College, Walla Walla, Washington and his Juris Doctor and Masters in Business Management from Willamette University, Salem, Oregon.


Instructor Bios

Deborah K. Robbins, SPHR Chief Operating Officer, Peregrine Leadership Institute

Deborah Robbins has over 25 years of experience at several organizational levels of business, from first-line employee to senior leader. She has worked in the public sector, private sector, and with non-profit organizations.

Her background covers a wide spectrum of disciplines including benefits design and administration, compensation administration, succession planning, leadership development, EEO and Affirmative Action plan development, organizational development, individual development, conflict resolution, change management, handbook design, recruiting and retention, internal investigations and safety. Deborah has been a leader and taught leadership for more than 10 years.

Debbie holds a Bachelor of Science degree in Personnel Management and Industrial Relations and a Master of Public Administration from the University of Wyoming. She is a graduate of the CDR Associates as a Mediator and holds the SHRM designation of Senior Professional in Human Resources (SPHR).

Debbie Shipman, CIS, CIPIRA Training Consultant, Ascensus, Inc.

Debbie Shipman is a Senior Training Consultant with the Resource Development department at Ascensus. Debbie conducts IRA training programs nationwide. Her expertise includes Traditional and Roth IRAs, Coverdell education savings accounts, health savings accounts, and SEP and SIMPLE IRA plans. She leads the analysis, design, development, implementation, and evaluation of Ascensus’ IRA workshop curriculums, as well as in-house training programs. Debbie also lends her expertise to the distance learning curriculums, including webinars and IRA Essentials OnDemand.

Debbie joined Ascensus in 1999 as a training consultant. She attended the University of Wisconsin–Madison. Debbie has earned the Certified IRA Specialist (CIS) designation through Ascensus, the Certified IRA Professional (CIP) through the National Association of Federal Credit Unions (NAFCU), and the Certified IRA Services Professional (CISP) designation through the American Bankers Association (ABA). She is a member of the Association for Talent Development (ATD).

Rod WarneTrainer, Peregrine Leadership Institute

Rod Warne has over 35 years of experience serving in a variety of capacities within the law enforcement and fire and rescue fields. He is a graduate of the FBI National Academy and FBI Command College as well as a veteran of the United States Air Force and the Wyoming Army National Guard.

In addition, Rod is an adjunct instructor in Stress Management for the Wyoming Law Enforcement Academy and he has a vast experience in working with and serving on both public and private boards.

Rod holds an Associate degree in Criminal Justice from Laramie County Community College in Cheyenne and a Bachelor of Science degree in Criminal Justice Administration from Bellevue University in Bellevue, Nebraska.

HELP YOUR MEMBERS PROTECT WHAT MATTERS MOST.

TruStage™ Life Insurance is offered by TruStage Insurance Agency, LLC and underwritten by CMFG Life Insurance Company. The insurance offered is not a deposit, and is not federally insured, sold or guaranteed by your credit union. CUNA Mutual Group Proprietary and Confidential. Further Reproduction, Adaptation, or Distribution Prohibited. MC-979206.1-0714-0816 © CUNA Mutual Group, 2014 All Rights Reserved.

1LIMRA 2014 Insurance Barometer Report. 2TruStage Insurance Policyholder Analysis, May 2014.

With more than 14.8 million members already protected, you can be confident that TruStage Insurance is the right choice to help protect what matters most to your members.2

Visit cunamutual.com/life or contact your CUNA Mutual Group representative today at 800.356.2644.

Think about it: 80% of adults say people need life insurance— however, nearly 40% of these people have none at all.1 This leaves far too many families, potentially your credit union’s families, financially vulnerable if they lose a loved one.

At TruStage ™ we strive to make life insurance achievable for your members. Our proven marketing techniques reach them where and how they shop; our full range of products are designed to be affordable; and our expert support is convenient to access.

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