Rob’s Summer/Fall Speaking Schedule

Summer and fall are shaping up to be a very busy seminar season for Rob! Below is a list of venues where he will be presenting through the end of the year as well as information on how to sign up to attend these seminars.

July 16, 2008: Rob will be teaming up with CU Conferences for their Annual Credit Union Strategic Lending Conference in Williamsburg, VA. He will be presenting a seminar on “Regulations in Lending” which will give a general overview of Regulation Z and offer advice on how to keep in compliance and what traps to avoid. The types and timing of disclosures in open-end and closed-end lending will be discussed. Rob will also focus on common mistakes made in lending documents concerning Regulation Z as well as covering new developments such as the bankruptcy legislation that amended Truth in Lending. If you are interested in attending this seminar, please click here.

August 7, 2008: Rob will be presenting an audio conference for the Illinois Credit Union League on “Regulation Z,” covering the same topics as listed above. To sign up for this seminar, please click here.

September 9, 2008: Rob will be teaming up with the MD/DC Credit Union Association to present a seminar on “Fortifying Your Frontline: Account Options, Compliance Issues & Fraud Prevention” in Columbia, MD. For a member to have faith in their credit union, expertise needs to start at the front line. A member who doesn’t have confidence in a credit union’s member service staff may not trust other departments to handle their additional financial needs. Taking care of members at the front line takes care of the bottom line. This seminar will review issues concerning account options, compliance and fraud prevention and is meant to help front line employees make a good first impression on new members and keep existing members faithful full service users. If you are interested in attending this seminar, please click here

September 16, 2008: Rob will be presenting a seminar on “Marketing Compliance and Negotiating and Reviewing Vendor Contracts” for the Wisconsin Credit Union League Marketing Conference in Milwaukee, WI. This seminar will help marketing professionals and other credit union employees avoid the traps and pitfalls associated with marketing credit union products so that they can confidently get their message across to credit union members. Rob will review advertising rules for share accounts and related products, what trigger terms are under TISA and what constitutes full disclosure, what constitutes and advertisement under TILA and differences between disclosures. This seminar will also cover negotiating and reviewing vendor contracts. The audience will learn about preparing for contract negotiation, debating the terms of a contract and making proposals and counter proposals. Click here for more information as the seminar gets closer:

September 17 & 18 2008: Rob will be presenting a seminar on “Trust Accounts” as part of the 2008 CUNA/OCUL Mini-Seminar Series. This seminar is designed to cover trusts from the credit union’s perspective. Attendees will learn about the various types of trusts, how trusts are set up with the credit union and related operational issues. Click here for more information on the September 17 seminar in Dublin and here for more information on the September 18 seminar in Toledo:

September 24, 2008: Rob will be attending the 2008 CUNA Attorney’s Conference in Charleston, SC to speak on “Credit Unions and New Media Issues.” More informaton is soon to come. To find out more about the CUNA Attorney’s Conference, please click here.

October 17, 2008: Rob will be presenting a seminar on “Advertising Compliance” and “Dealing With the Death of a Member” for NAFCU’s Regulatory Compliance Seminar in San Francisco, CA. The Advertising Compliance portion will cover the topics mentioned in the September 16 seminar above, while Dealing With the Death of a Member will cover the issues that a credit union must be aware of when dealing with a member’s death. For more information on this seminar, please click here

November 4, 2008: Rob will be presenting a seminar on the “Bank Secrecy Act” at the CUES Network Conference in Las Vegas, NV. Credit unions are increasingly caught between stricter regulations concerning member data and increasingly broad powers of government to acquire this data. Rob will review how to stay in compliance when filing Suspicious Activity Reports and Currency Transaction Reports by walking through the Bank Secrecy Act. For more information on this seminar, please click here.

November 5, 2008: Rob will be presenting a seminar on “Lending Compliance” to the West Virginia Credit Union League. See the seminar description for July 16 above for more information. The information on the seminar is not yet available on the West Virginia Credit Union League website.

November 12, 2008: Rob will be presenting a seminar on “Mortgage Lending Regulations” to the Washington Credit Union League in Seattle, WA. See the September 16 seminar description above for more information on the content of this seminar. This page should have more information on the seminar as it gets closer.

November 13, 2008: Rob will be teaming up with the Kansas Credit Union Association to present a webinar on “Director and Officer Liability.” This seminar will prepare directors and officers for their legal responsibilities in the roles they play at the credit union. Rob will identify potential liabilities directors and officers face under federal and state law including FIRREA. The implications of the Sarbanes Oxley Act will also be discussed. As the seminar gets closer, more information should be available here.

December 2, 2008: Rob will present an audio conference on “Regulation B” to the Illinois Credit Union League. Guarding against unlawful discrimination in the lending process is still very important today even though other regulations seem to be getting more press. Rob will discuss the elements of unlawful discrimination under Regulation B and the Equal Credit Opportunity Act and offer tips as to how to guard against it. He will also discuss recent cases where financial institutions have run into trouble and the consequences of violating Regulation B. To sign up for this seminar, please click here.

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