2016 Webinar Series Descriptions
Collecting From Members (and Doing it Like a Credit Union) in the CFPB Era
Date: November 16, 2016
Price: Free for Retainer Clients
Collecting on a credit union's legitimate delinquent and charged off loans is more challenging than ever in today's CFPB driven environment. And doing so in a manner that generates payments, creates recoveries, stays CFPB compliant and is still sensitive to the special relationship between a credit union and its member-owner makes the challenge even a tougher balance. In this no cost webinar that it is being offered as a service to the industry, the team at Dollar Associates is bringing to the table some of the nation's leading experts in collections and recoveries in the CFPB era to share their experience and expertise in this crucial area of credit union operations.
NCUA’s Field of Membership Proposal: What Does It Mean for My Credit Union?
In November 2015 NCUA approved and put out for a comment period the long-awaited proposal to amend and revise the agency’s field of membership (FOM) rules and regulations. This was welcomed news by many because, regardless of charter type, FOM policy still matters for every credit union in America that wants to grow. After all, new income requires new loans which require new accounts which require new members which require more eligible members which require more field of More...
membership opportunity. The daisy chain of credit union financial success begins with field of membership.
NCUA's proposed FOM rules will change the potential membership eligibility playing field for all federally insured credit unions. In this webinar, former NCUA Chairman Dennis Dollar and former NCUA Chief of Staff Kirk Cuevas take an in-depth look at the history behind this proposed rule, what the practical implications will be and what might be some of the improvements that could be made and suggested during the comment period to make the proposal more workable for credit unions.
As leading experts in credit union field of membership, former NCUA Chairman Dennis Dollar and former NCUA Chief of Staff Kirk Cuevas will walk attendees through the field of membership proposal, while also identifying areas of suggested improvement on the proposed rules that NCUA could implement as part of its comment period and review process.
Don’t miss out on the discussion and insights that this challenging and enlightening presentation will provide. This presentation will give any strategic minded credit union leaders the tools necessary to evaluate and respond to proposed changes to the NCUA field of membership manual and analyze the true impact of potential changes on the credit union's goals.
To Merge or Not to Merge
Date: March 9, 2016
The credit union industry has averaged one merger per business day since 2000. This activity is accelerating with the challenges of insurance assessments, tight margins and dramatically increased regulatory requirements.
Among the biggest issues facing credit unions when considering mergers is simply how to do it to ensure all of the right bases are touched in a way that results is a strong merger and in a timely manner. What will be the continuing field of membership? What about the Board structure? Does the Hart-Scott-Rodino anti-trust provisions apply in a credit union merger? When should the notices to members be sent? Do the notices have to be pre-approved by the regulators? Can state and federal charters merge? What are anticipated timelines for completing a merger?
Whether you are considering merger or have potential merger partners for your credit union, please join us in this very timely webinar as we discuss the complete merger process – from initial negotiations to final merger disclosure requirements.
Trust, but Verify - The Top Ten Items Every Credit Union Board Should Monitor
Date: May 4, 2016
Recognizing the value of the credit union volunteer board and the need for cost efficient opportunities for current board training, Dollar Associates is offering a continuing education webinar for credit union volunteer leaders and the managers who work with them to produce stronger credit unions in a challenging marketplace. This one hour and fifteen minute webinar will emphasize strong working relationships between boards and management, delineate the proper roles of each and emphasize practical ways that credit union boards can be more effective in their fiduciary roles.
Presented by former NCUA Chairman Dennis Dollar, this training presentation has been delivered on site in a number of states in conjunction with state regulators. This is a tremendous opportunity for a strong continuing education program that can benefit credit union directors at a reasonable cost, with no travel, presented by one of the credit union industry's most recognized leaders.
Understanding Fiduciary Duties
Date: October 5, 2016
Price: Free for Retainer Clients or $95.00
It is critical that directors and volunteers fully understand their fiduciary roles within the credit union. This is especially the case in the current economic, regulatory and legal environments. Join attorney, credit union consultant and former NCUA Chief of Staff Kirk Cuevas as he provides a complete assessment of the fiduciary duties associated with being a credit union director. Topics covered will include the following:
- General Fiduciary Duties of Board Members, including Duty of Obedience, Care and Loyalty
- Board Member Liability Exposure
- Impact of Recent Changes to Part 701 of NCUA Rules and Regulations
- Fundamental Responsibilities of Directors
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