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WebEx Sessions for May & June 2019 - Wednesday, May 15, 2019

Register At:

https://sherpyjones.webex.com


All Sessions 2 PM EST. 

May 17 // 2 PM EST

A Review and Update of UDAAP – where it is; how it is being used; and what you should be doing to dot I’s and cross T’s under this nebulous rule as to specific matters and generally to support overall risk management and compliance health. Presenter: Todd Sherpy. Time: 1 Hour.  Event Number: 669 991 899. Password – If Required: andrea

May 21 // 2 PM EST

Top Issues Per My Work with Credit Unions – In this session I will pull my most common or highest risk “items” from one on one work and share these gems so you may be better prepared to deal with issues your sister Credit Unions have already encountered.  Presenter: Todd Sherpy. Time: 1 Hour.  Event Number: 662 606 135. Password – If Required: barry

May 23 // 2 PM EST

POAs versus The “Statutory Agent” About 20 states have added the “Statutory Agent” as an option on accounts. We will discuss the basics to help you understand what this is; differences between it and a POA; legal obligations/exposures; and documentation. Presenter: Todd Sherpy. Time: 45 minutes.  Event Number: 660 420 508. Password – If Required: Chantal

June 6 // 2 PM

Auditing Your Website – Let’s update our general discussion of compliance issues for Credit Union Websites; discuss common mistakes; review the issues and concerns “behind the firewall;” together with sundry UDAAP and Trademark considerations. We will also discuss how many Credit Unions are “de-risking” there sites and the benefits of such actions. Presenter: Todd Sherpy. Time: 45 minutes.  Event Number: 667 389 615. Password – If Required: dorian

June 26 // 2 PM

Mid-Year Regulatory Update – What’s Passed? What’s Pending? What is the action plan? What resources do you need to be allocating to address new or revised statutory or regulatory changes (and/or how can you avail yourself of any benefits?) We will assess Federal Credit Union, CFPB, FRB and other items, the timeline for action and provide tips to ensue you have applicable issues covered. Presenter: Todd Sherpy. Time: 45 minutes.  Event Number: 663 760 298. Password – If Required: erin