MADISON, Wis., July 24 -- The Credit Union National Association issued the following news release from the Products and Services division:
     Learn how to develop financially fit staff and credit union members during CUNA's first Personal Finance Institute, debuting this September.
     The CUNA Personal Finance Institute, taking place Sept. 10-12 in Lansdowne, Va., was designed to help credit unions create "cradle to grave" financial education programs for staff, members, and the community. Attendees will learn how to create new financial behaviors and build a culture of financial learning to attract and help members, especially youth, adults, and the underserved. They will also create a strategic financial literacy plan and discover how to measure the results of financial literacy efforts.
     Additional September on-site offerings from CUNA are:
     CUNA's third annual Payment Systems Conference - devoted entirely to payment system issues affecting the credit union movement - is set for Sept. 8-10 in Baltimore. Topics include: NCUA due diligence guidelines, vendor risk assessment, effective planning for third party e-commerce, and much more.
     The Leadership Development Institute will take place Sept. 7-12 in Baltimore, to help attendees discover their authentic leadership style. This interactive conference also teaches current and aspiring credit union leaders to hone their skills, discover their unique qualities, and achieve leadership success.
     Leadership development and goal setting will also be addressed during several general session presentations at the 11th annual CUNA Operations, Sales, and Service (OpSS) Council Conference. The conference, slated Sept. 17-20 in Williamsburg, Va., will include sessions about: growth strategies, hot topic compliance issues, generating deposits, branch delivery efficiency, sales culture development, call centers, social engineering, and fraud.
     Human Resource Management Schools: Parts I and II, Sept. 15-19, in San Francisco, are offered to help fully utilize the human resources department and become a strategic player in the credit union's success. Part I spans topics such as employment law, interviewing skills, pandemic planning, protecting the elderly from financial exploitation, leadership, and communication. Part II analyzes areas such as writing a strategic plan, managing business ethics, turnover reduction, incentive plans, and evaluating the CEO.
     Volunteers can receive credentials recognizing their training and educational efforts on behalf of credit unions through the Volunteer Certification School, offered Sept. 7-12 in San Diego. The school has two available training tracks to choose from to earn the new Certified Credit Union Volunteer designation. The Board of Directors track includes oversight of entire credit union operation and strategic planning. Specific areas of study cover: safety and soundness; governance; CEO oversight; board operations and development; and strategic planning. The Supervisory Committee track explores audits, risk assessments, and related credit union issues. Areas of study focus on: credit union knowledge and committee governance; annual audit requirements; risk assessments and audit plan; internal audits; and board operations and development.
     Learn to spot possible criminal activity and keep your credit union and its staff and members safe during the Security and Fraud Institute: Introduction, taking place Sept. 21-26 in Seattle. Internal fraud and security issues will include: workplace violence, robbery, scams, and more. Sessions will also define policies and procedures for different issues, as well as security planning, risk assessment, and investigations.
     Security and fraud prevention professionals can confirm their ability to secure the safety of their credit unions through the new CUNA Security Certification Institute: Technology and Facilities and Fraud, taking place Sept. 21-26 in Seattle. General sessions will overview security and compliance issues, information technology and facility security, electronic fraud, and current fraud trends and future threats. Two certification options are available for attendees who wish to pursue these credentials: Credit Union Security and Fraud Expert Certification (SFE) - designed for staff responsible for credit union facility security and fraud issues; and Credit Union Security Technology Expert Certification (STE) - created for those accountable for the development and implementation of security procedures and practices that guard credit unions from intrusions and threats.
     Compliance training will kick off with the Compliance Fundamentals Seminar, Sept. 20-21 in Seattle, with two levels of compliance schools directly following. Offered as an introduction or refresher, the seminar provides a comprehensive overview of the major regulations that affect credit unions on a daily basis.
     Regulatory Compliance School: Introduction, Sept. 21-26, is for staff new to compliance or those who have not had compliance training in more than two years. This class details NCUA requirements and guidance issues, along with regulations for mortgage and consumer lending, deposit accounts, and general operations.
     For those who need a review of new and updated compliance issues, CUNA offers Regulatory Compliance School: Update, Sept. 21-25. The school provides an in-depth understanding of BSA requirements, and lending and eBanking compliance. Additionally, participants will hear about the top compliance challenges for credit unions and learn the NCUA's hot topics and red flag-issues for the year, including vendor due diligence, along with pending and possible future compliance issues.
     For more information on these or other learning opportunities offered from CUNA, visit or call (800) 356-9655 , ext. 4249.
     TNS MD66-MD66-080725-1707012 18MASHMaria

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