training guide - mwcuaguide sedona, az cheyenne, wy colorado springs, co 800.477.1697 | mwcua.com...

2020Training

Guide

Sedona, AZCheyenne, WY

Colorado Springs, CO

800.477.1697 | mwcua.com

Catalyst Corporate Federal Credit Union, a wholesale cooperative financial institution, is dedicated to making credit unions more e�cient, more competitive and more valuable to their members. Catalyst Corporate’s business is researching, developing, improving, supporting and providing training for the services credit unions need in today’s competitive marketplace.

As the largest payments aggregator in the credit union industry, Catalyst Corporate can assess your credit union’s needs and provide customized solutions. And with the industry’s most experienced investment advisory service, Catalyst can provide tailored strategies to boost your credit union’s bottom line.

Nearly 1,400 credit unions benefit from Catalyst Corporate’s array of services—yours can, too.

We’ve been at this for a while. Come see what experience—with a dash of innovation—can do for your credit union.

HERE.

HERE.

HERE.PAYMENT SERVICES

LIQUIDITY SERVICES

REMOTE DEPOSIT SERVICES

ADVISORY SERVICES*

INVESTMENT SERVICESALM SERVICES*

SOLUTIONS [email protected] or 800.442.5763 • www.catalystcorp.org

MOUNTAIN WEST LEADERSHIP PATHWAYS

Looking to assume greater roles and responsibilities, and seeking leadership skills training to help you get there? LEADERSHIP INSTITUTE: An in-depth series of workshops designed for credit union employees who show the ability to assume greater roles and responsibilities. This is performance-based instruction that teaches the art of leadership with focused, guided practices that encourage interactive participation and discussions.

Are you a credit union professional with career aspirations of moving into an executive or c-suite position? EXECUTIVE READY: Segmented into four distinct but complimentary programs Executive Ready is a series designed to accelerate executive level leadership skill development and prepare you for career advancement. You’ll receive applied leadership training through skill-building in the following areas: 1. Executive Presence, 2. Talent Management & Coaching, 3. Building a High Performance, High Engagement Culture, and 4. Strategic Thinking for Game Changing Results.

Calling all credit union leaders and executives who aspire to be a CEO!EXECUTIVE LEADERSHIP PROGRAM: A program that bundles four exceptional professional development opportunities into a complete five-year curriculum built to develop future CEOs specifically for the credit union industry. The four programs are: Leadership Institute, Credit Union Development Education (DE) Training*, Western CUNA Management School*, and Mentoring and Coaching.

Only three recipients selected per year to enter this full-tuition scholarship program, so there’s no out of pocket cost for the scholars.

Are you a CEO looking to position your credit union for growth? CHIEF EXECUTIVE INSTITUTE: An executive-level course based on the Baldrige Excellence Framework designed to transform your credit union into a dynamic, member-centric organization with greater focus on your credit union’s mission, vision and values.

Leaders seeking leaders. Become a mentor or mentee. THE CENTER FOR CREDIT UNION LEADERSHIP’S MENTOR PROGRAM: Connecting emerging credit union leaders with mentors. The program helps new leaders assess and develop their leadership philosophy through face-to-face meetings and a structured Leadership Development Plan with a mentor who is an experienced leader wanting to help the credit union movement by building up young credit union professionals and giving back to the credit union community.

FIND YOUR PATH TO SUCCESS

Visit www.mwcua.com/leadershipprograms to learn more.

*These are industry run programs and not programs run by MWCUA.

ANNUAL MEETING & CONVENTION APRIL 22-24, 2020: Colorado Springs, CO

LEAD SUMMIT AUGUST 25-26, 2020: Cheyenne, WY ECONOMIC FORUM SEPTEMBER 10-11, 2020: Sedona, AZ

CEO / BOARD CHAIR SUMMIT OCTOBER 21, 2020: Phoenix, AZ

DIRECTORS CONFERENCE OCTOBER 22-23, 2020: Phoenix, AZ

Signature Events Of Mountain West Credit Union Association:

MWCUA.COM | 800.477.1697 | MOUNTAIN WEST CREDIT UNION ASSOCIATION

Welcome!

JODI WEISERManager of Education & [email protected]. 3280

DIANA ADELL, CUDEDirector of [email protected]. 3383

NICOLE BRUSEWITZ, CUDE, CMPVice President, Education & [email protected]. 3275

THE VALUE OF MEMBERSHIPEducation programs and conferences are available exclusively for staff and board members of credit unions who are members of Mountain West Credit Union Association.

REGISTRATIONRegistration information is available online at www.mwcua.com/events.

SCHOLARSHIPSThe Mountain West Credit Union Foundation offers professional development scholarships for education and training events. For more information, go to: www.mwcua.com/foundation.

EDUCATION/EVENTS STAFFHave a question regarding our educational offerings? Call: 800-477-1697 and dial the four-digit extension of the team member listed below or send us an email.

Mountain West Credit Union Association is excited to be your trusted resource for education opportunities for your staff and board in 2020.

Course Listings by Topic ............................... 1

In-Person Programs Course Descriptions ........................................... 6

Conferences ........................................................ 13

Virtual Courses Webinars ............................................................. 15

Webinar Series .................................................... 16

Instructor Bios ................................................... 18

Table of Contents

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 website: www.learningmarket.org.

CPE Credits

MOUNTAIN WEST CREDIT UNION ASSOCIATION | 800.477.1697 | MWCUA.COM

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

COURSE LISTINGS BY TOPIC

CollectionsDATE PROGRAM TITLE LOCATION

Jan 16 Collectors Networking Council Virtual

April 9 Collectors Networking CouncilDenver, CO Grand Jct, CO Tucson, AZ

Sept 17 Collectors Networking CouncilDenver, CO Phoenix, AZ Rock Spgs, WY

ComplianceDATE PROGRAM TITLE LOCATION

Feb 5 Compliance Lunch & Learn Phoenix, AZ

Feb 6 Compliance Lunch & Learn Tucson, AZ

Feb 12 Compliance Lunch & Learn Denver, CO

March 19 BSA Officer Training Phoenix, AZ

April 7 BSA Officer Training Denver, CO

Sept 9-10 Regulatory Compliance School Denver, CO

Oct 6 Risk Officer Series: A Year in the Life of a Compliance Officer: Tips, Tools & Annual Requirements Webinar

Oct 7 Compliance Lunch & Learn Tucson, AZ

Oct 8 Compliance Lunch & Learn Phoenix, AZ

Oct 14 Compliance Lunch & Learn Denver, CO

Oct 28 Risk Officer Series: Advanced BSA Officer Training: Risk, Compliance & Real-Life Scenarios Webinar

Nov 18 Risk Officer Series: Risk Management Officer: Expectations & Responsibilities Webinar

DirectorsDATE PROGRAM TITLE LOCATION

Feb 4 Director Training Phoenix, AZ

Feb 5 Supervisory Committee Training Phoenix, AZ

Feb 12 Supervisory Committee Training Denver, CO

April 22-24 Mountain West Annual Meeting & Convention Colorado Spgs, CO

MOUNTAIN WEST CREDIT UNION ASSOCIATION | 800.477.1697 | MWCUA.COM2


DirectorsDATE PROGRAM TITLE LOCATION

May 13 Supervisory Committee Training Rock Spgs, WY

June 2 Director Training Casper, WY

June 4 Director Training Denver, CO

Sept 10-11 Mountain West Economic Forum Sedona, AZ

Oct 21 CEO/Board Chair Summit Phoenix, AZ

Oct 22-23 Directors Conference Phoenix, AZ

Front Line / OperationsDATE PROGRAM TITLE LOCATIONJan 15 Deposit Account Series: Compliance at Account Opening Webinar

Jan 30 Deposit Account Series: UCC 3 & 4 Check Issues: Stop Payments, Postdated, Stale-Dated & Endorsements Webinar

Feb 18 Deposit Account Series: Banking Cannabis Businesses: Hemp, CBD, THC & More Webinar

Feb 25 Deposit Account Series: Deposit Operations Update 2020 Webinar

March 25 Deposit Account Series: Advanced New Account Issues: POAs, Trusts, Estates & More Webinar

April 8 Deposit Account Series: 10 Overdraft Hotspots, Including Regulations, Lawsuits & Guidance Webinar

Oct 27-28 IRA School: Essentials & Advanced IRAs Denver, CO

Nov 4-5 IRA School: Essentials & Advanced IRAs Phoenix, AZ

ITDATE PROGRAM TITLE LOCATION

Aug 12 Cyber Series: Layered Cybersecurity: Finding the Best Strategy for Your Credit Union Webinar

Sept 10 Cyber Series: Cybersecurity Assessment Tool 2.0 & GLBA Privacy Webinar

Oct 15 Cyber Series: GLBA Security Expectations, Internal Controls & the Human Factor Webinar

Oct 29 Cyber Series: Building & Sustaining a Cyber Intelligence Unit (CIU) Webinar



LendingDATE PROGRAM TITLE LOCATION

Feb 12 Commercial Lending Series: Commercial Loan Documentation Webinar

March 3 Commercial Lending Series: Managing a Commercial Construction Loan: Start to Finish Webinar

March 11 Lenders Networking Council Denver, CO Phoenix, AZ Tucson, AZ

March 26 Commercial Lending Series: Commercial Flood Insurance Rules & Best Practices Webinar

April 2 Commercial Lending Series: Commercial Loan Workouts, Restructuring & Loss Mitigation Webinar

April 29 Commercial Lending Series: Commercial Loans Secured by Real Estate Webinar

May 13 Commercial Lending Series: Analyzing Commercial Tax Returns: Forms 1065, 1120, 1120S & K-1s Webinar

Aug 11 Growth & Transformation Series: Leveraging LinkedIn for Lenders Webinar

Aug 20 Lenders Networking Council Virtual

Nov 17 Lenders Networking Council Casper, WY Denver, CO Phoenix, AZ

ManagementDATE PROGRAM TITLE LOCATION

Jan 14 Branch Manager Networking Council Virtual

March 3-4 Credit Union Leadership Institute Tucson, AZ

March 4-5 Chief Executive Institute Denver, CO

March 10-11 Credit Union Leadership Institute Casper, WY

March 12 Executive Ready: Talent Management & Coaching Denver, CO

March 17-18 Credit Union Leadership Institute Denver, CO

April 14 Executive Ready: Talent Management & Coaching Virtual

April 22-24 Mountain West Annual Meeting & Convention Colorado Spgs, CO

May 5-6 Credit Union Leadership Institute Tucson, AZ

May 6-7 Chief Executive Institute Denver, CO

May 12-13 Credit Union Leadership Institute Casper, WY

May 14 Executive Ready: Talent Management & Coaching Virtual



MarketingDATE PROGRAM TITLE LOCATION

Feb 13 Marketers Networking CouncilDenver, CO Phoenix, AZ Tucson, AZ

May 28 Growth & Transformation Series: Driving Engagement with Facebook, Twitter & Instagram Webinar

June 4 Marketers Networking Council Virtual

June 30 Growth & Transformation Series: Digital Marketing Strategies: What’s Working in 2020? Webinar

ManagementDATE PROGRAM TITLE LOCATION

May 19-20 Credit Union Leadership Institute Denver, CO

June 11 Branch Manager Networking CouncilCasper, WY Denver, CO Phoenix, AZ

June 25 Executive Ready: Talent Management & Coaching Virtual

July 15-16 Chief Executive Institute Denver, CO

Aug 4-5 Credit Union Leadership Institute Phoenix, AZ


Aug 11-12 Credit Union Leadership Institute Casper, WY

Aug 18-19 Credit Union Leadership Institute Denver, CO

Aug 25-26 CEO WY Roundtable Cheyenne, WY

Aug 25-26 LEAD Summit Cheyenne, WY

Sept 2-3 Chief Executive Institute Denver, CO

Sept 10-11 CEO AZ Roundtable Sedona, AZ

Sept 10-11 Mountain West Economic Forum Sedona, AZ

Sept 15-16 Credit Union Leadership Institute & Graduation Casper, WY

Sept 22-23 Credit Union Leadership Institute & Graduation Denver, CO

Sept 30 Branch Manager Networking Council Virtual

Oct 21 CEO/Board Chair Summit Phoenix, AZ

Oct 22-23 Credit Union Leadership Institute & Graduation Phoenix, AZ

Nov 4-5 Chief Executive Institute & Graduation Denver, CO


MarketingDATE PROGRAM TITLE LOCATION

July 15 Growth & Transformation Series: Attracting Millennials: The Next Generation of Revenue Webinar


Oct 1 Marketers Networking CouncilDenver, CO Phoenix, AZ Rock Springs, WY

Security / FraudDATE PROGRAM TITLE LOCATION

Aug 12 Cyber Series: Layered Cybersecurity: Finding the Best Strategy for Your Credit Union Webinar

Aug 20 Risk Officer Series: The 15 Worst Security Mistakes Webinar

Sept 10 Cyber Series: Cybersecurity Assessment Tool 2.0 & GLBA Privacy Webinar

Oct 15 Cyber Series: GLBA Security Expectations, Internal Controls & the Human Factor Webinar

Oct 29 Cyber Series: Building & Sustaining a Cyber Intelligence Unit (CIU) Webinar


I appreciated having the opportunity to share ideas among all of us regardless

of asset size. It was an open forum but there was also

engagement amongst the group.


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

BSA Officer TrainingOne of the most serious responsibilities entrusted to your credit union is finding and combating financial crime and terrorist financing - it’s also required under the Bank Secrecy Act (BSA), one of the most important pieces of credit union legislation. As BSA related crimes continue to evolve, it’s extremely important for you to keep up with these new forms of illicit trafficking and money laundering to stay compliant and protect your members. By attending this training session, BSA Officers and others responsible for Bank Secrecy Act/Anti-Money Laundering (BSA/AML) compliance will learn the latest revisions to its official policy and implementation, address the topics of marijuana, hemp businesses, and cyber security as well as discuss current best practices for keeping your credit union’s anti-fraud and anti-money laundering (AML) efforts in full compliance.

If you are new to BSA, or just want to reassure yourself that you’ve got everything covered, the program also addresses the duties and responsibilities of being responsible for the overall program at the credit union. FAQs with answers about common and not-so-common issues related to the filing of reports, investigations, timing, recordkeeping etc. will also be addressed.

Special Session! As part of the one-day BSA Officer Training, the IRS Criminal Investigation Office will present insightful information on Conducting & Documenting a SARs Investigation.

AZ

CO

03.19.20 — Phoenix

04.07.20 — Denver

06.11.20 — Casper

INSTRUCTORS: Various COST: COST: $239 $269

WY

COURSE DESCRIPTIONS

Branch Managers Networking CouncilBranch Manager Networking Councils are designed for credit union branch managers to gather via videoconference to learn best practices, current trends and updates in the industry. Branch manager professionals of all levels in their career are welcome. Virtual networking councils meet via the Zoom platform and allow attendees to participate from their own credit union. To participate in the Virtual meetings, attendees will need access to a computer or video conferencing system with a camera and working speakers.

AZ

CO

06.11.20 — Phoenix01.14.20 — Virtual09.30.20 — Virtual

06.11.20 — Denver

FACILITATORS: Credit Union professionals & Association staff COST: $25

EARLY BIRD REGULAR



09.17.20 — Rock Springs

WY

COURSE DESCRIPTIONS

Collectors Networking CouncilCollectors Networking Councils are designed for credit union collections professionals to gather via videoconference to learn best practices, current trends and updates in the industry. Collectors of all levels in their career are welcome. Virtual networking councils meet via the Zoom video conferencing platform and allow attendees to participate from their own credit union. To participate in the Virtual meetings, attendees will need access to a computer or video conferencing system with a camera and working speakers.

AZ

CO

04.09.20 — Tucson09.17.20 — Phoenix

01.16.20 — Virtual

04.09.20 — Denver04.09.20 — Grand Junction

09.17.20 — Denver


Compliance Lunch & LearnMountain West offers regular attorney-led compliance roundtables throughout Arizona, Colorado and Wyoming. These programs provide an opportunity for staff of member credit unions to hear from an attorney on a pressing topic and discuss current compliance hot topics with their peers.

AZ CO

02.05.20 — Phoenix02.06.20 — Tucson 10.07.20 — Tucson 10.08.20 — Phoenix

02.12.20 — Denver10.14.20 — Denver

COST: INSTRUCTORS: Local attorneys & Association staff $35



Director Training: Changes to ALLL and CECLIt’s essential that all leaders at credit unions understand the financials of the credit union, and how they work. Part of that means knowing how the Allowance for Loan and Lease Losses (ALLL) works, and another is knowing how capital works. At this meeting, we’ll cover important points and upcoming changes to both topics.

• How the ALLL is calculated will change at the start of 2022 due to something known as CECL--current expected credit loss. We’ll discuss CECL and its requirements, and how it may affect your credit union.

• We’ll also review how capital works and why it’s important, and discuss NCUA’s risk-based capital rule, which is slated to enter effect in 2020, but may be pushed off to 2021.

INSTRUCTORS: Various COST: $79 FOR FIRST REGISTRATION

PER PARTICIPANT, PLUS TRAVEL

**$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.

AZ

CO

02.04.20 — Phoenix

06.04.20 — Denver

06.02.20 — Casper

WY

Credit Union Leadership InstituteThe 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.

AZ

CO

03.03 - 04.20 — Tucson05.05 - 06.20 — Tucson08.04 - 05.20 — Phoenix10.22 - 23.20 — Phoenix

03.17 - 18.20 — Denver05.19 - 20.20 — Denver08.18 - 19.20 — Denver09.22 - 23.20 — Denver

03.10 - 11.20 — Casper05.12 - 13.20 — Casper08.11 - 12.20 — Casper09.15 - 16.20 — Casper

INSTRUCTORS: P.J. Burns, Dr. Olin Oedekoven, Matt Ramey, Deborah K. Robbins

COST: $3,300

WY

COURSE DESCRIPTIONS


Credit Union Leadership Institute

COURSE DESCRIPTIONS

Thank you for such a challenging and rewarding

growth opportunity.


INCLUDES 1/2-DAY LIVE SESSION ON 3/12, FOLLOWED BY 3 ONLINE GROUP SESSIONS, AND ACCESS TO ONLINE LEARNING LAB THROUGHOUT PROGRAM

**PARTICIPATION IN ALL SESSIONS IS REQUIRED

Executive Ready: Talent Management & CoachingSegmented into four distinct but complimentary programs Executive Ready is a series designed to accelerate executive level leadership skill development and prime participants for career advancement.

Designed in an evidence-based and highly interactive format, Executive Ready leverages thought leaders, conversations, practice, and engagement with peers to increase synthesis and application of advanced concepts. Participants will have access to a learning portal that provides curated resources, videos, articles, and podcasts for the topic they are working on. The in-person workshop will provide a setting for creating, critiquing and leveling up followed by highly interactive virtual sessions.

Program 1: Talent Management & Coaching**Do you have the right people in the right seats working on the right work? Is every member of your team contributing at their highest potential? Have you identified (and are working to develop) your replacement? Do have the confidence and skills to have tough performance conversations?

In this highly practical program, you’ll build a talent strategy for your team or organization and learn techniques to take your coaching and employee development to the next level.

You will leave with: • A complete talent review of their team, developmental priorities and plans for each

team member • A review of key competencies necessary for current and future performance as well as

talent gaps • Highly practical tools they can use to provide more effective coaching and feedback,

including how to address the toughest performance issues • Strategies and techniques for building confidence and competence

CO

03.03.20 — Virtual04.14.20 — Virtual05.14.20 — Virtual06.25.20 — Virtual

03.12.20 — Denver

INSTRUCTORS: David Dye, Karin Hurt COST: $1,100


IRA School: Essentials & Advanced IRAsIRA School is a must for all persons involved with IRAs. We address the purpose of IRAs, the role IRAs play in a member’s retirement strategy, and all of the different types of IRAs and their eligibility requirements.

IRA Essentials course, designed for attendees who need to learn the basics of Traditional and Roth IRAs, will give attendees a solid foundation of IRA knowledge. Exercises are included throughout the day to help participants apply information to job-related situations. Attendees will leave this session able to work with IRA owners and process basic IRA transactions with confidence. This is a beginner’s session; no previous IRA knowledge is assumed. Attendees should bring a calculator to class. Advanced IRAs builds on the learners’ knowledge of IRA basics to help them address some of the more complex IRA issues they handle at the credit union. This is an advanced session; previous IRA knowledge is assumed. The instructor uses real-world exercises to help participants apply information to job-related situations.

AZ

AZ

CO

CO

11.04 - 05.20 — Phoenix

03.11.20 — Phoenix03.11.20 — Tucson11.17.20 — Phoenix

08.20.20 — Virtual

10.27 - 28.20 — Denver

03.11.20 — Denver11.17.20 — Denver

INSTRUCTOR: Ascensus speaker COSTS: $239 $439$269 $499

EARLY BIRD EARLY BIRD

REGULAR REGULAR

SINGLE-DAY TWO-DAY

Lenders Networking CouncilLenders Networking Councils are designed for credit union lending professionals to gather via videoconference to learn best practices, current trends and updates in the industry. Lending professionals of all levels in their career are welcome. Virtual networking councils meet via the Zoom platform and allow attendees to participate from their own credit union. To participate in the Virtual meetings, attendees will need access to a computer or video conferencing system with a camera and working speakers.

11.17.20 — Casper


WY

COURSE DESCRIPTIONS



Lenders Networking Council

COURSE DESCRIPTIONS


Regulatory Compliance SchoolAs a credit union compliance professional, you face a complex regulatory environment and challenging compliance issues. Plan to attend the Mountain West Regulatory Compliance School taught by compliance experts, who will provide you with a solid understanding of the regulations and laws affecting your regulatory compliance responsibilities.

This 2-day program will provide you with the latest information regarding operational compliance issues and update you on current areas of concern expressed by regulators and examiners. 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.

You’ll walk away with an overview of hot topics, regulatory updates and proposed regulations and the knowledge of how to address these regulatory compliance changes in your credit union.

CO

09.09 - 10.20 — Denver

INSTRUCTOR: Michael Christians COSTS: $239 $439$269 $499

EARLY BIRD EARLY BIRD

REGULAR REGULAR

SINGLE-DAY TWO-DAY

06.04.20 — Virtual

Marketers Networking CouncilMarketers Networking Councils are designed to join credit union professionals via videoconference to discuss best practices and challenges, as well as provide networking with fellow credit union members and providing peer support to others in the marketing sector. Virtual networking councils meet via the Zoom platform and allow attendees to participate from their own credit union. To participate in the Virtual meetings, attendees will need access to a computer or video conferencing system with a camera and working speakers.

AZ

CO

02.13.20 — Phoenix02.13.20 — Tucson10.01.20 — Phoenix

02.13.20 — Denver10.01.20 — Denver

10.01.20 — Rock Springs


WY



CO

02.12.20 — Denver

AZ WY

Supervisory Committee TrainingWith the recent changes to the Supervisory Committee duties, are you confused about what your responsibilities are now? The Supervisory Committee plays an integral part in the safety and soundness of a credit union in order to maintain strong internal controls and detect abuse. This session will cover the responsibilities of the Supervisory Committee and provide a better understanding of how to implement action steps to achieve those duties. This training is ideal for newer committee members or those who want a refresher of their committee duties.

02.05.20— Phoenix 05.13.20 — Rock Springs

INSTRUCTOR: Laura McFadden

COURSE DESCRIPTIONS

COST: $79 FOR FIRST REGISTRATION

**$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.

The speaker has an amazing skill at pulling discussion from participants

and the addition of his personal stories help make the point.


2020 CONFERENCES

Below is a list of events and conferences sponsored by various credit union organizations.

CUNA Governmental Affairs Conference (GAC)

Mountain West Annual Meeting & Convention

America’s Credit Union Conference & World Council of Credit Unions

CUNA GAC is the premier event for political impact in the credit union industry, gathering thousands of industry leaders to remind policymakers and regulators why credit unions are Americans’ best financial partners. Because you’ll make new connections with credit union leaders from across the country and cutting-edge exhibitors. Because we’re hosting thought-provoking keynote presentations from America’s foremost leaders in politics, media and business.

The largest gathering of credit union executives and board members from the Mountain West region convene each year at the Mountain West Annual Meeting & Convention. Attendees will join keynote sessions from thought leaders in business and industry, network with fellow credit union leaders, explore key economic, regulatory, technology and workplace issues in breakout sessions, as well as learn about new products and services by connecting with exhibitors.

Top credit union leaders will meet in Los Angeles for World Moving: A Joint Credit Union Conference, where America’s Credit Union Conference and World Council will hold a joint conference. This conference is about fostering excitement and passion for the vital work being done by credit unions and empowering emerging leaders to make change.

Washington D.C.

Colorado Springs, CO

Los Angeles, CA

WHEN: February 23 - February 27, 2020

WHEN: April 22 - April 24, 2020

WHEN: July 19 - July 22, 2020

MORE INFO: https://www.cuna.org/gac/

MORE INFO: www.mwcua.com/am

MORE INFO: www.cuna.org/acuc or www.wcuc.org

DC

CO

CA


Mountain West Economic Forum

Mountain West CEO/Board Chair Summit

Mountain West Directors Conference

Mountain West LEAD Summit

Join your peers to find out what state and national economists are predicting for 2020 and what national and state regulations are looking at this year. Credit Union CEO’s, CFO’s, board members and anyone interested in the state of our economy in the future should plan to attend this event.

An exclusive conference for credit union board chairman and CEO’s only to look deep into organizational and governance topics.

This conference provides credit union board members with an opportunity to develop skills for exemplary governance within their role on the credit union board. Whether a new or seasoned director, attendance at this conference provides board members with information and insights to further their strategic leadership skills.

LEAD Summit consists of two intense days of Leadership, Engagement, Advocacy, and Development. This conference is designed to provide a robust and dynamic environment for education, credit union advocacy, and networking for credit unions’ younger employees. Cheyenne, WY

Phoenix, AZ

Phoenix, AZ

Sedona, AZ

WHEN: September 10 - September 11, 2020

WHEN: October 21, 2020

WHEN: October 22 - October 23, 2020

WHEN: August 25 - August 26, 2020

MORE INFO: www.mwcua.com/econforum

MORE INFO: www.mwcua.com/cbd

MORE INFO: www.mwcua.com/cbd

MORE INFO: www.mwcua.com/leadsummit

AZ

AZ

AZ

2020 CONFERENCES

WY


2020 WEBINARS

Train with national thought-leaders in the credit union industry without ever having to leave your credit union. Webinars allow credit unions to train staff by participating in live webcasts through their web browser and listening to audio through their telephone or computer speakers. 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.

With more than 150 webinars offered each year, we have your training needs covered.Visit www.mwcua.com/education for dates and webinar titles throughout the year.

CHEAPER BY THE DOZEN: Order 12 webinars in one year (including archived programs), and your credit union will automatically receive a complimentary certificate for a free webinar!

PURCHASE SUBSCRIPTION TOKENS TO BUDGET FOR A YEAR’S WORTH OF WEBINARS!THE MORE YOU BUY, THE MORE YOU SAVE.

Webinar tokens can be used for any live or recorded webinar. The “Both” option gives access to both the live and recorded webinar using one token credit. Tokens can be used to purchase live or recorded webinars anytime, with no expiration! Tokens for both live and recorded webinars are available for an additional fee.

Once you have your Subscription Token code, you can immediately register for webinars by using the code at checkout! (Subscription tokens not applicable for full series registrations, Cheaper by the Dozen, or other specials.)

Live Webinar

Recorded Webinar & Free Digital Download

Both Live & Recorded Webinar

90 Minutes — $200 per connection (multiple people may attend)

$200 per connection (link may be distributed throughout credit union to train multiple people, and training can be downloaded to your PC).

$250 (RECORDED WEBINAR & FREE DIGITAL DOWNLOAD is a recording of the live event including audio, visuals, and handouts and may be distributed throughout credit union to train people as well as downloaded for future use.)


*SIX-PART SERIES: By registering for the entire series, you’ll receive six webinars for the price of five.

2020 WEBINAR SERIES

Deposit Account SeriesDATE TITLE PRESENTER

Jan 15 Deposit Account Series: Compliance at Account Opening Deborah Crawford

Jan 30 Deposit Account Series: UCC 3 & 4 Check Issues: Stop Payments, Postdated, Stale-Dated & Endorsements Mary-Lou Heighes

Feb 18 Deposit Account Series: Banking Cannabis Businesses: Hemp, CBD, THC & More Joseph Silvia

Feb 25 Deposit Account Series: Deposit Operations Update 2020 Deborah Crawford

March 25 Deposit Account Series: Advanced New Account Issues: POAs, Trusts, Estates & More Deborah Crawford

April 8 Deposit Account Series: 10 Overdraft Hotspots, Including Regulations, Lawsuits & Guidance Deborah Crawford

Commercial Lending SeriesDATE TITLE PRESENTER

Feb 12 Commercial Lending Series: Commercial Loan Documentation Ann Brode-Harner

March 3 Commercial Lending Series: Managing a Commercial Construction Loan: Start to Finish Elizabeth Fast

March 26 Commercial Lending Series: Commercial Flood Insurance Rules & Best Practices Susan Costonis

April 2 Commercial Lending Series: Commercial Loan Workouts, Restructuring & Loss Mitigation Elizabeth Fast

April 29 Commercial Lending Series: Commercial Loans Secured by Real Estate Susan Costonis

May 13 Commercial Lending Series: Analyzing Commercial Tax Returns: Forms 1065, 1120, 1120S & K-1s Aaron Lewis

In 2020, five specialized webinar series will be offered. Each series contains four or six topic-specific webinars—which can be accessed live or on demand—at a discounted rate. The webinars contained within each series can still be accessed individually, but by registering for an entire series, you will gain access to a package of webinars at a discounted rate. The webinar series for 2020 includes Deposit Account Series, Commercial Lending Series, Growth & Transformation Series, Cyber Series, and Risk Officer Series.

2020 Webinar Series


2020 WEBINAR SERIES

*FOUR-PART SERIES: Save 10% when you register for the entire four-part series.

Register for a complete series and save! Visit www.mwcua.com/education/webinars for more information.

Discounted pricing is only available to those credit unions that sign up for an entire series at one time. Otherwise regular pricing will apply.

**Webinar series do not qualify for the CHEAPER BY THE DOZEN promotion.

Growth & Transformation SeriesDATE TITLE PRESENTER

May 28 Growth & Transformation Series: Driving Engagement with Facebook, Twitter & Instagram Eric C. Cook

June 30 Growth & Transformation Series: Digital Marketing Strategies: What’s Working in 2020? Eric C. Cook

July 15 Growth & Transformation Series: Attracting Millennials: The Next Generation of Revenue Celeste Cook

Aug 11 Growth & Transformation Series: Leveraging LinkedIn for Lenders Eric C. Cook

Cyber SeriesDATE TITLE PRESENTER

Aug 12 Cyber Series: Layered Cybersecurity: Finding the Best Strategy for Your Credit Union Aaron Daniels

Sept 10 Cyber Series: Cybersecurity Assessment Tool 2.0 & GLBA Privacy Brian Vitale

Oct 15 Cyber Series: GLBA Security Expectations, Internal Controls & the Human Factor Brian Vitale

Oct 29 Cyber Series: Building & Sustaining a Cyber Intelligence Unit (CIU) Brian Vitale

Risk Officer SeriesDATE TITLE PRESENTER

Aug 20 Risk Officer Series: The 15 Worst Security Mistakes Barry Thompson

Oct 6 Risk Officer Series: A Year in the Life of a Compliance Officer: Tips, Tools & Annual Requirements Dawn Kincaid

Oct 28 Risk Officer Series: Advanced BSA Officer Training: Risk, Compliance & Real-Life Scenarios Susan Costonis

Nov 18 Risk Officer Series: Risk Management Officer: Expectations & Responsibilities Molly Stull


It was an open, thought-provoking session rather than just being fed information and

passively absorbing it.

P.J. has spent the majority of her career in non-profit management handling all aspects of several organizations, supervising staff, working with large numbers of volunteers and serving boards of directors.

Her experience in marketing and advocating for small businesses, event and project management makes her a valued member of the Peregrine team. She heartily believes in giving back to the community and volunteers for several not for profit organizations in Gillette, WY.

She holds a Bachelor of Science in Sociology and is a graduate of the US Chamber of Commerce Institute for Organizational Management.

As principal of Michael Christians Consulting, LLC, Michael assists financial institutions across the country with ensuring their compliance programs conform to Federal laws and regulations. He provides counsel relative to current rules, assists with the strategic implementation of upcoming regulatory changes and offers customized education and training services.

Michael has more than two decades of experience in the financial services industry with a primary focus on consumer compliance. He obtained his Juris Doctorate from Drake University Law School. He was admitted to the Iowa State Bar in 2014, where he is licensed to practice law.

P.J. Burns

Michael Christians, JD

Director of Leadership Services, Peregrine Leadership Institute

Attorney, Michael Christians Consulting, LLC

INSTRUCTOR BIOS


INSTRUCTOR BIOS

David works with leaders around the world who want to achieve breakthrough results without losing their soul (or mind) in the process. He gets it because he’s been there: a former executive and elected official, David has over two decades of experience leading teams, building organizations, and working with boards of directors to transform their effectiveness. He is the award-winning author of two books: Winning Well: A Manager’s Guide to Getting Results Without Losing

Your Soul and The Seven Things Your Team Needs to Hear You Say, and coming soon Courageous Cultures: Building Teams of Micro-Innovators, Problem Solvers and Customer Advocate (July 2020). Known for his optimism, for making difficult concepts understandable, and for moving leaders to immediate, practical action, David’s keynotes and training programs help leaders across industries to increase their influence, solve common leadership frustrations, and improve productivity through practical leadership inspiration.

David has a B.A. in Political Science from the University of Colorado and a Master’s Degree in Management from Regis University.

David DyePresident, Let’s Grow Leaders

Jared Erwin is a Special Agent with the Department of Treasury, Internal Revenue Service, Criminal Investigation, Denver Field Office. Jared has been employed with IRS-CI for nine years and has investigated numerous crimes including violations of the federal income tax code, money laundering related to the illegal distribution of prescription narcotics, and investment fraud.

Jared is also the Fugitive Coordinator for the Field Office, a Use of Force Instructor, and serves on the SAR Review Team with Special Agent Ryan Rickey.

Jared received a Bachelor’s of Science degree in business administration with a major in finance from the University of Arizona and a Master’s Degree in Real Estate and Construction Management from the University of Denver.

Jared ErwinSpecial Agent, Dept. of Treasury, Internal Revenue Service, Criminal Investigation, Denver Field Office


INSTRUCTOR BIOS

Denise Lucero has been a Special Agent with IRS Criminal Investigation for 16 years. In 2008, Denise was assigned as the coordinator of the SAR Review Team in Phoenix, Arizona. Since that time, she has created and currently leads the Phoenix Field Offices Financial Crimes Task Force. She has an extensive understanding of and experience with Bank Secrecy Act, Money Laundering and Asset Forfeiture.

Inc.’s List of 100 Great Leadership speakers and American Management Association’s 50 Leaders to Watch, Karin Hurt helps leaders from around the world achieve breakthrough results without losing their souls.

Karin has over two decades of experience in customer service, sales, and human resources. She’s the award-winning author of two books: Winning Well: A Manager’s Guide to Getting Results-Without Losing Your Soul and Overcoming an Imperfect Boss, and coming soon

Courageous Cultures: Building Teams of Micro-Innovators, Problem Solvers and Customer Advocates (July 2020).

A former Verizon Wireless executive, Karin transformed customer service outsourcing (96M calls/year) to reach parity in quality with internal centers and developed a leading sales team that won the President’s Award for Customer Growth. Her programs inspire leaders with proven and practical leadership techniques developed over her rich career as an executive, speaker, and strategic advisor.

Karin has a B.A. in Communications from Wake Forest University, an MA from Towson University in Organizational Communication, and additional graduate work at the University of Maryland, where she teaches in the Executive Education programs.

Karin HurtCEO, Let’s Grow Leaders

Denise LuceroSpecial Agent, Dept. of Treasury, Internal Revenue Service, Criminal Investigation, Phoenix Field Office

Excellent presenter and very passionate.


INSTRUCTOR BIOS

Laura McFadden has worked in the credit union movement since 1985, beginning her career in Oakland, CA as a Front-Line Supervisor overseeing teller and lending operations. She then relocated to Pasadena, CA to work for Kaiser Permanente Federal Credit Union as the Main Branch Manager directing the administration branch, back-office member service team, the proof operations, and the Call Center. Laura was tasked with creating the first training and development department to take on the challenge of a core computer conversion.

Laura continued her career in a variety of credit unions in Colorado with assets ranging from $45 million up to $9 billion and holding positions from Lending Supervisor, VP Branch Manager and Business Development, VP of Member Service, AVP, COO, and EVP. During her tenure, she completed Western CUNA Management School, Brink and Associates ALM Program, Compliance Schools, Mortgage Lending Schools, and Sales Schools. Utilizing the knowledge gained, Laura developed new product lines, established new service areas for branch operations, developed a strategic branching model, helped implement many new employee review and engagement systems, and cross trained employees to take on greater responsibility. Her greatest accomplishment has been having a dozen of her direct reports promoted into higher levels within different credit unions.

Laura joined Mountain West Credit Union Association as Credit Union Operations Consultant in 2018 and moved to the Director of Association Compliance Services in 2019. She has a Bachelor of Science, Business Administration degree with an emphasis in Management from Regis University. Laura holds the following certifications: Credit Union Development Educator (CUDE), Bank Secrecy Act Compliance Specialist (BSAS), and Integrity Sales Leader and Credit Union Compliance Expert (CUCE).

Laura McFaddenDirector of Association Compliance Services, Mountain West Credit Union Association

Chad Neumann is a Senior Training Consultant with the ERISA department at Ascensus. He 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 lends his expertise to the distance learning curriculums, including the Video Training Series, webinars, and IRA Essentials OnDemand. Chad also leads exam development and review of the annual Certified IRA Specialist (CIS) program.

Chad joined Ascensus in 2001 as a training consultant. He received a Bachelor of Science in Business Administration from Carroll University. 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 Institute of Certified Bankers. He is a member of the Association for Talent Development (ATD).

Chad NeumannSenior Consultant, Ascensus, Inc.


INSTRUCTOR BIOS

Dr. Olin O. Oedekoven has over 30 years of leadership experience at all organizational levels from first-line leader through strategic leadership. He 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 B.S. in Wildlife and Fisheries Sciences. He received a Master’s degree in Wildlife Management from the University of Wyoming and an MBA and Doctorate in Business Administration with specializations in Management and Public Administration from Northcentral University. Olin also 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. Olin retired from the National Guard in 2011 as a Brigadier General after nearly 33 years of military service. In his last assignment, he was the Deputy Adjutant General for the Wyoming National Guard, an organization with nearly 3,500 members.

Matthew Ramey has over 30 years of experience in both the private and public sectors, ranging from construction and technology to higher education. He has held positions from technician to faculty, from first line supervisor to senior leadership.

He holds a Bachelor of Science degree in Management and a Master of Business Administration from Franklin University. He is currently in the process of completing a Doctorate in Educational Leadership through the University of Wyoming.

Olin Oedekoven, PhD

Matthew Ramey, MBA

President and CEO, Peregrine Leadership Institute

Chief Financial Officer, Peregrine Leadership Institute


INSTRUCTOR BIOS

Deborah has over 30 years’ experience in the public sector, private sector and non-profit organizations at all organizational levels from line employee to senior leadership. With 14 years in the public sector, Debbie has a good understanding of the challenges faced by state and local governments. Debbie has worked in the mining industry in both the site and corporate environments.

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 (SHRM-SP) and HRCI Senior Professional (SPHR).

Her background covers a wide spectrum of HR generalist knowledge including succession planning, leadership development, organizational development, individual development, conflict resolution, change management, recruiting and retention, internal investigations and safety. Debbie was an adjunct faculty member for the University of Mary’s Accelerated Masters Programs, teaching Human Resource Management and Diversity.

Mark has been with the Mountain West Credit Union Association since 1992. He served as the Association’s General Counsel from 2005 to 2011 before being named Senior Vice President of Regulatory Affairs. Mark served as Director of Information and research from 1997 to 2005. He has over 30 years of experience in many different areas of the financial services industry including accounting, member services, and commercial loan analysis.

As Senior Vice President of Regulatory Affairs, Mark oversees a team of compliance experts providing regulatory compliance assistance to member credit unions. He is responsible for developing and maintaining relationships with state and federal regulators to advocate for fair and balanced oversight of credit unions. Mark was appointed by Colorado Governor John Hickenlooper to serve on the Uniform Consumer Credit Code Council of Advisors in 2010.

Mark holds a Bachelor’s degree in accounting from Metropolitan State College of Denver and received his Juris Doctorate from the University of Denver. He is licensed to practice law in the state of Colorado. Mark has written multiple compliance articles for Credit Union Magazine.

Deborah K. Robbins, SPHR, SHRM-SCP

Mark Robey, JD

Chief Operating Officer, Peregrine Leadership Institute

Senior Vice President, Regulatory Affairs, Mountain West Credit Union Association

HOW DOES RMG CONTINUE TO SUCCEED?By providing truly valuable service options, increasing collection success,while simultaneously reducing client costs. Our foundation is to provideour clients with more capability for less fees.

Call Recovery Management Group, LLC, and see how we can assistyour credit union with delinquency and charged-off accounts.

719.368.7197 | toll-free: 877.408.6750www.rmgco.net

CU Members Mortgage is a division of Colonial Savings, F.A. NMLS 401285

[email protected]

You’re going to love our new approach to mortgage lending. Get ready tosee an array of tools and technologies designed to provide your memberswith best-in-class service. Whether online or in person, mortgage lendinghas never been easier – or faster. Think of it as taking a solid relationshipto the next level.

Moving to A better place.

Your home forsolutions

Learn more about us and our family of brands at cunamutual.com/aboutus

CUNA Mutual Group is the marketing name for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries and affiliates. Corporate headquarters are located in Madison, Wis.

CORP-2233547.1-0918-1020 ©CUNA Mutual Group, All Rights Reserved.

80 years old, and still acting like a start-up“We’re a company with a STRONG TRADITION, but we continuously challenge ourselves

to CREATE, INNOVATE and INVEST in new ideas to help people achieve financial security.” – Robert N. Trunzo, President & CEO, CUNA Mutual Group

800.477.1697 | mwcua.com

training guide - mwcuaguide sedona, az cheyenne, wy colorado springs, co 800.477.1697 | mwcua.com...

Documents