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Calendar of Events

<<	October 2024					>>
		1 Empowering Financial Marketers: Harness the Power of AI in Your Marketing Strategy	2 https://cuwebtraining.com/empowering-financial-marketers-harness-the-power-of-ai-in-your-marketing-strategy	3 Loan Documentation for All Legal Entities	4	5
6	7 Deposit Operations Year-End Wrap-Up & Update	8 Auditing Call Reports: Compliance & Best Practices	9 Bank Secrecy Act Training When a Depositor Dies: Actions to Take, Mistakes to Avoid InnoVAte 2024	10 InnoVAte 2024 Executive Total Compensation: Strategies to Motivate & Incent the Right Behaviors	11 InnoVAte 2024	12
13	14	15 Traditional & Roth IRAs Part B: Distributions, Taxation, Withholding & Penalties	16 Ascensus IRA Essentials Training Auditing Consumer Real Estate Files Northern Virginia Legislative Reception	17 Ascensus Advanced IRAs Training Chapter 7 & 13 Consumer Bankruptcies: Special Rules, Cramdowns & Risks	18	19
20	21 Richmond Metro Area Legislative Reception	22 Taking the Mystery Out of Loan Stress Testing	23 Harnessing ITMs & VTMs: Risks, Implementation Considerations & Compliance	24 Financial Wellbeing Bootcamp Robbery: Plan, Prevent, Prevail	25	26
27	28 BSA Officer & Staff Year-End Wrap-Up	29 The Board Secretary's Role: Organizing, Planning, Tracking & Maintaining Accurate Minutes	30 Electronic Payment Fraud: When Is Your Institution Liable?	31 ACH Disputes Part 1: Reg E vs. ACH Rules Before 60 Days