Katie BaileyThe League’s virtual training lineup offers practical, focused learning opportunities for credit union professionals at every level. Whether you are leading a branch, managing Individual Retirement Accounts (IRAs), or overseeing compliance and Bank Secrecy Act (BSA) responsibilities, these sessions provide timely guidance and actionable takeaways in a convenient online format designed to support your team’s continued growth throughout the year.
March 24 – 25 | 9:00 a.m. – 1:00 p.m. ET
Virtual Branch Manager Training
This two-day course is ideal for both new and experienced managers who want a fresh boost. Topics include setting behavior and performance expectations, the benefits of engaged employees, and how to identify and address branch pain points.
Participants will leave with a toolbox of helpful resources and have the opportunity to discuss real-world challenges and solutions.
Who Should Attend: Branch Managers
Sponsorships: A title sponsorship opportunity is available.
May 6 – 7 | 9:00 a.m. – 4:30 p.m. ET (Both Days)
Virtual IRA Training
This two-day session covers both IRA Essentials and Advanced IRAs to help participants build confidence in handling IRA accounts and transactions.
Day 1 – IRA Essentials
A beginner-focused session covering:
- Introduction and Establishing IRAs
- IRA Funding
- IRA Distributions
- IRA Portability
Day 2 – Advanced IRAs
An in-depth look at complex topics such as:
- IRA Updates
- Amending IRA Documents
- Required Minimum Distributions
- Beneficiary Options
- Advanced Portability
- Commonly Asked IRA Questions
May 19 – 20 | 9:00 a.m. – 4:30 p.m. ET (Both Days)
Virtual Compliance & BSA Workshop
Join Compliance and BSA professionals from across Alabama, Florida, Georgia, and Virginia for two days of timely regulatory updates, fraud insights, and practical training. This workshop is designed to strengthen your institution’s compliance framework while addressing emerging risks and examination expectations.
Day 1 – Compliance and Fraud Focus
Sessions include:
- Pillars of an Effective Fair Lending Program
- State and National Fraud Panel Discussion
- Regulatory Compliance and Consumer Protection Update
- Fraud from All Sides: Internal Threats, External Schemes, and Ethical Safeguards
Day 2 – BSA Deep Dive
Sessions include:
- Common BSA Findings and Examination Best Practices
- Suspicious Activity Reports (SARs) Decoded: Turning Suspicion into Action
- Annual Bank Secrecy Act Training
Participants will gain practical tools, regulatory clarity, and actionable strategies to enhance compliance programs and mitigate risk.
Who Should Attend: Compliance Officers, BSA Officers, Risk Management Professionals, and Senior Leadership
To stay up to date on all The League events, bookmark this calendar.
