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Archive for the 'Training and Compliance' Category

A major factor in managing a successful mortgage portfolion is an understanding of mortgage compliance. Listen to the popular NAFCU Annual Conference Session presented by Amy Downey, Senior Compliance Manager for Wolters Kluwer Financial Services, as she gives us an in-depth look at how to anyalyze compliance regulations in order to improve your mortgage strategy.

Wolters Kluwer Financial Services is the NAFCU Services Preferred Partner for Business Lending and Deposit Service Solutions for credit unions.

Contact: Ms. Pam Braland, Senior Compliance Manager, Wolters Kluwer Financial Services, pam.braland@wolterskluwerfs.com; Web: www.WoltersKluwerFS.com; Phone: 800-552-9410.

Interviewer: David C. Frankil, President, NAFCU Services Corporation, 703-842-2226, dfrankil@nafcu.org

Show References: www.nafcu.org/wkfs

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How do credit unions ensure loyalty from their members? As vice chairman of one of the fastest-growing public companies in the nation, Obsidian Enterprises, Inc., an organization involved in a wide range of businesses, Scott McKain knows how challenging managing and operating a diverse business can be.

Although growing successful businesses and developing corporate leaders within his own $100 million-plus organization has been McKain’s calling, speaking from experience is his true passion. His understanding of real-world business and his ability to fully engage his audience also enabled the development of Value Added Institute—a think tank with an extensive and diverse faculty that explores the activities organizations must accomplish to enhance customer loyalty—where he serves as chairman. Also an author, McKain just released his latest book Collapse of Distinction.

McKain will speak about how credit union leaders can use their work ethic and experience to generate successful ideas for member loyalty and solutions credit unions must execute to overcome today’s challenges. Listen to this podcast to get a sneak peek of Scott McKain presentation at NAFCU’s 2009 Annual Conference (www.nafcu-annual.org).

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Compliance with the Bank Secrecy Act is an ongoing challenge facing credit unions. One of the foundations of the BSA is the concept of due diligence, particularly for those Members that are considered high risk. This podcast features an interview specifically on the topic of due diligence with a senior attorney with Wolters Kluwer Corporation, Ted Dreyer. Wolters Kluwer is also a NAFCU Services Preferred Partner for compliance systems.

Contact: Ted.Dreyer@wolterskluwer.com, (320) 240-5769, www.wolterskluwerfs.com

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