| |
| Month | Session | Affiliates
$6M &
Above | Affiliates
Below $6M | Location | Session # |
| | | | | |
| January | | | | | |
| Preventing Financial Exploitation of the Elderly | $100 | | Audio Archive | 402 |
| BSA On Demand | $100 | | Audio Archive | 401 |
| 3 | Interviewing Skills | $100 | | QB Telephone | 403 |
| 8 | International Remittance Rules | $100 | | QB Telephone | 404 |
| 15 | 10 Commandments of Outbound Lending | $100 | | QB Telephone | 406 |
| 17 | Making the Transition to Supervisor | $169 | | TC Telephone | 407 |
| 23 | Robbery Prevention Checklist | $100 | | QB Telephone | 408 |
| 27-29 | Western States Volunteer Conference | $$$$ | | F2F Las Vegas | 409 |
| 29 | Online & Mobile Banking Successful Member Penetration Techniques | $100 | | QB Telephone | 410 |
| 31 | Identifying Loan Opportunities | $100 | | QB Telephone | 411 |
| | | | | |
| | | | | |
| February | | | | | |
| Preventing Financial Exploitation of the Elderly | $100 | | Audio Archive | 418 |
| BSA On Demand | $100 | | Audio Archive | 417 |
| 5 | Maximizing Mobile Lending Trends | $100 | | QB Telephone | 419 |
| 7 | IRAs | $169 | | TC Telephone | 421 |
| 12 | Creating a SEG Development Plan | $100 | | QB Telephone | 422 |
| 12 | IME Network | $$$$ | | F2F Naperville | 697 |
| 14 | Reg CC | $169 | | TC Telephone | 423 |
| 20 | CTRs/SARs | $100 | | QB Telephone | 424 |
| 24-28 | CUNA GAC | $$$$ | | F2F Washington, DC | 426 |
| 26 | Safe to Grow Again in 2013 | $100 | | QB Telephone | 427 |
| 26 | BSA - Are you a "Hero" or a "Pawn"? | $169 | | *MCUL Webinar | 429 |
| 28 | Cloud Computing: Understand
What’s Coming | $100 | | QB Telephone | 428 |
| | | | | |
| | | | | |
| March | | | | | |
| Preventing Financial Exploitation of the Elderly | $100 | | Audio Archive | 437 |
| BSA On Demand | $100 | | Audio Archive | 436 |
| 1 | IFOE Network | $$$$ | | F2F Naperville | 696 |
| 5 | Kids Stuff: Minor Accounts | $100 | | QB Telephone | 438 |
| 5 | Leading the 7 Dwarves - It's Tougher than you Think | $169 | | *MCUL Webinar | 447 |
| 7 | Six Degrees of Kevin Bacon: Connecting with Members in Unique Ways | $100 | | QB Telephone | 439 |
| 12 | Tips for Cross Selling to a Stressed Member | $100 | | QB Telephone | 441 |
| 14 | Effective Collections without Bruises | $169 | | TC Telephone | 442 |
| 15 | QLN Network | $$$$ | | F2F Naperville | 699 |
| 19 | Employee Engagement, Rewards & Recognition | $100 | | QB Telephone | 443 |
| 19 | Reg Update I | $169 | | *MCUL Webinar | 448 |
| 21 | Notary Training | $169 | | *MCUL Webinar | 449 |
| 26 | Short Sales | $100 | | QB Telephone | 445 |
| 28 | 10 Steps to Increase Loan Opportunities | $100 | | QB Telephone | 446 |
| 28 | Share Member Accounts | $169 | | *MCUL Webinar | 450 |
| | | | | |
| | | | | |
| April | | | | | |
| Preventing Financial Exploitation of the Elderly | $100 | | Audio Archive | 457 |
| BSA On Demand | $100 | | Audio Archive | 456 |
| 2 | SAFE Act | $100 | | QB Telephone | 458 |
| 2 | Developing the ALLL | $169 | | *MCUL Webinar | 464 |
| 4 | Wire Fraud | $100 | | QB Telephone | 459 |
| 9 | Troubled Debt Restructuring | $100 | | QB Telephone | 460 |
| 18-20 | 83rd Annual Convention Full Registration Friday Only Registration | $$$$ | | F2F Schaumburg | 160 |
| 23 | Top 10 Potentially Profitable Products of 2013 | $169 | | *MCUL Webinar | 465 |
| 30 | ALM Interest Rate Risk Update | $100 | | QB Telephone | 462 |
| 30 | Business Accounts | $169 | | *MCUL Webinar | 466 |
| 30 -5/1 | IL Legislative Day & CUPAC Golf Click here for the Legislative Day golf brochure Click here for the Legislative Day event brochure Click here to make online hotel reservations | $$$$ | | F2F Springfield, IL | 463 |
| | | | | |
| | | | | |
| May | | | | | |
| Preventing Financial Exploitation of the Elderly | $100 | | Audio Archive | 469 |
| BSA On Demand | $100 | | Audio Archive | 468 |
| 2 | Proven Gen Y Strategies for Success | $100 | | QB Telephone | 470 |
| 7 | Handling Objections | $100 | | QB Telephone | 471 |
| 9 | Bankruptcy | $169 | | TC Telephone | 472 |
| 14 | Unclaimed Property Audit Preparedness | $100 | | QB Telephone | 473 |
| 16 | Life Style Lending | $100 | | QB Telephone | 474 |
| 21 | Trust Services | $100 | | QB Telephone | 475 |
| 23 | Social Media & Employment Issues | $100 | | QB Telephone | 476 |
| 28 | Consumer Due Diligence (CDD): FinCEN's New Rule | $169 | | *MCUL Webinar | 477 |
| | | | | |
| | | | | |
| June | | | | | |
| Preventing Financial Exploitation of the Elderly | $100 | | Audio Archive | 482 |
| BSA On Demand | $100 | | Audio Archive | 481 |
| 3 | Time Management | $100 | | QB Telephones | 483 |
| 5 | CEO Summit (Click here for CEO Summit details and registration) | $$$$ | | F2F TBD | 484 |
| 6 | Reg E | $100 | | QB Telephone | 485 |
| 11 | Collateral Recovery -- Basic | $100 | | QB Telephone | 486 |
| 11 | Social Engineering = Identity Theft | $169 | | *MCUL Webinar | 492 |
| 13 | There’s an App for That: Digital Delivery | $100 | | QB Telephone | 487 |
| 18 | Excelling with E-Commerce: Electronic Marketing | $169 | | *MCUL Webinar | 493 |
| 19 | RESPA | $100 | | QB Telephone | 488 |
| 20 | Representative Accounts | $169 | | *MCUL Webinar | 494 |
| 25 | Teller Boot Camp (Part I) | $169 | | TC Telephone | 489 |
| 27 | Handling Suspect International ACH Transactions (IATs) | $100 | | QB Telephone | 490 |
| 30-7/3 | America’s CU Conference | $$$$ | | F2F New York | 491 |
| | | | | |
| | | | | |
| July | | | | | |
| Preventing Financial Exploitation of the Elderly | $100 | | Audio Archive | 602 |
| BSA On Demand | $100 | | Audio Archive | 601 |
| 9 | Teller Boot Camp (Part II) | $169 | | TC Telephone | 603 |
| 11 | Open Mouth: Insert Foot? | $100 | | QB Telephone | 604 |
| 16 | CU Relationship Lending | $100 | | QB Telephone | 605 |
| 16 | Why Members Sue Credit Unions and Win | $169 | | *MCUL Webinar | 609 |
| 18 | Collateral Recovery: Advanced | $100 | | QB Telephone | 606 |
| 23 | Marketing & Advertising Compliance | $169 | | *MCUL Webinar | 610 |
| 24 | Reg Z | $100 | | QB Telephone | 607 |
| 25 | BSA - Are you a "Hero" or a "Pawn"? | $169 | | *MCUL Webinar | 611 |
| 30 | Finding Your Edge in a Crowded Market | $100 | | QB Telephone | 608 |
| | | | | |
| | | | | |
| August | | | | | |
| Preventing Financial Exploitation of the Elderly | $100 | | Audio Archive | 617 |
| BSA On Demand | $100 | | Audio Archive | 616 |
| 6/7 | Small Asset Size Conference (SAS) | $$$$ | | F2F Naperville | 618 |
| 8 | Understanding Endorsements | $100 | | QB Telephone | 619 |
| 13 | ABC 123 Easy Planning Marketing Plan | $100 | | QB Telephone | 620 |
| 15 | Sales & Service – Key Points to Get Started | $100 | | QB Telephone | 621 |
| 20 | Dealing with Employee Leave of Absenses, Medical or Otherwise | $100 | | QB Telephone | 622 |
| 21-22 | Chapter Leaders’ Conference | $$$$ | | F2F Bloomington | 623 |
| 27 | Turning Around Member Complaints | $100 | | QB Telephone | 624 |
| 29 | How to Improve Website Regulatory Compliance | $100 | | QB Telephone | 625 |
| | | | | |
| | | | | |
| September | | | | | |
| Preventing Financial Exploitation of the Elderly | $100 | | Audio Archive | 633 |
| BSA On Demand | $100 | | Audio Archive | 632 |
| 5 | Blowing The Doors Off Business Development | $100 | | QB Telephone | 634 |
| 5 | Non-Interest Income – Keep the Engine Running | $169 | | *MCUL Webinar | 644 |
| 10 | The Art of Skip Tracing **90 Minutes** | $100 | | QB Telephone | 635 |
| 12 | Responding to Subpoenas, Garnishes & Levis | $100 | | QB Telephone | 637 |
| 13 | QLN Network | $$$$ | | F2F Naperville | 699 |
| 16 | Understanding FICO Scores & Recent Changes to the Model | $169 | | TC Telephone | 638 |
| 17 | Service Members Civil Relief Act | $169 | | *MCUL Webinar | 645 |
| 18 | HMDA – Reg C | $100 | | QB Telephone | 639 |
| 18-19 | CUES Illinois Conference | $$$$ | | F2F TBD | 640 |
| 24 | Unclaimed Property Compliance Best Practices | $100 | | QB Telephone | 641 |
| 26 | Human Resources Forms, Personnel Files & Records Retention **90 Minutes** | $100 | | QB Telephone | 642 |
| 27 | Lending School | $169 | | FTF Naperville | 644 |
| 27-28 | Tentative Attorneys’ Conference | $$$$ | | F2F Oak Brook | 643 |
| | | | | |
| | | | | |
| October | | | | | |
| Preventing Financial Exploitation of the Elderly | $100 | | Audio Archive | 650 |
| BSA On Demand | $100 | | Audio Archive | 649 |
| 1 | Making the NCUA Exam a Positive Process | $100 | | QB Telephone | 651 |
| 1 | Let's Find Ways to Make Loans - Not Turn Them Down | $169 | | *MCUL Webinar | 661 |
| 3 | Best Practices in Used Car Lending | $100 | | QB Telephone | 652 |
| 8 | Employee Fraud & Dishonesty | $100 | | QB Telephone | 653 |
| 10 | Share of Wallet: Are You Maximizing Your Existing Membership | $100 | | QB Telephone | 654 |
| 10 | Innovations in Lending | $169 | | *MCUL Webinar | 662 |
| 14-16 | Call Center Conference | $$$$ | | F2F Las Vegas | 655 |
| 15 | IME Network | $$$$ | | F2F Naperville | 697 |
| 16 | Risk Based Lending: Best Practices in Challenging Times | $169 | | TC Telephone | 656 |
| 22 | Notary Public | $100 | | QB Telephone | 657 |
| 24 | Business Continuity Regulations & Examiner Expectations | $100 | | QB Telephone | 658 |
| 25 | IFOE Network | $$$$ | | F2F Naperville | 696 |
| 29 | Advertising Regs for Lending **90 Minutes** | $100 | | QB Telephone | 659 |
| 29 | Reg Update II | $169 | | *MCUL Webinar | 663 |
| 30 | IRA Essentials | $169 | | F2F Naperville | 664 |
| 31 | 20 Things Your CU Should Do But Doesn't | $100 | | QB Telephone | 660 |
| | | | | |
| | | | | |
| November | | | | | |
| Preventing Financial Exploitation of the Elderly | $100 | | Audio Archive | 667 |
| BSA On Demand | $100 | | Audio Archive | 666 |
| 5 | Get More From Your Staff | $100 | | QB Telephone | 668 |
| 7 | Generating Revenue While Having Members Value Your Brand | $100 | | QB Telephone | 669 |
| 12 | Don't Get Sued – Uniform Commercial | $169 | | *MCUL Webinar | 675 |
| 14 | Account Administration (IL) | $169 | | TC Telephone | $671 |
| 19 | Preventing Chargebacks & Losses | $100 | | QB Telephone | 672 |
| 21 | 10 Steps to Building & Maintaining a Successful Compliance Program | $100 | | QB Telephone | 673 |
| 26 | Transforming Call Centers into Contact Centers | $100 | | QB Telephone | 674 |
| | | | | |
| | | | | |
| December | | | | | |
| Preventing Financial Exploitation of the Elderly | $100 | | Audio Archive | 680 |
| BSA On Demand | $100 | | Audio Archive | 679 |
| 3 | FACT ACT | $100 | | QB Telephone | 681 |
| 4 | Annual Compliance Update | $169/$144 | $149/$124 | F2F Naperville | 682 |
| 5 | Media Matters | $100 | | QB Telephone | 683 |
| 10 | Annual Compliance Update – Illinois | $169 | | TC Telephone | 684 |
| 12 | Annual Compliance Update – Downstate | $169/$144 | $149/$124 | F2F Naperville | 685 |
| 17 | Identity Theft | $100 | | QB Telephone | 686 |
| 19 | Opening LLC Accounts | $100 | | QB Telephone | 687 |
| 30 | Allowance for Loan Loss | $100 | | QB Telephone | 688 |