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Calendar of Events

<<	October 2023					>>
1	2 Junk Fees: Identifying, Eliminating & Compliance Action Plan	3 Fighting Fraud: Recognizing Red Flags & Assisting Accountholders	4 Traditional & Roth IRAs Part B: Distributions, Taxation, Withholding & Penalties	5 TRID Breakdown Part 1: Loan Estimate for Fixed-Purchase, Variable-Refinance & Construction-Perm	6	7
8	9	10 20 Common Mistakes in Consumer Collection	11 HMDA Part 2: Demographic Collection	12 Stress Testing Your Loan Portfolio	13	14
15	16 Women's Leadership Conference New Rules on Member Expulsion & Other Impacts of the CU Modernization Act	17 Women's Leadership Conference CEO FORUM Introduction to Call Reports: Overview, Focus & Internal Controls	18 Ascensus IRA Essentials Training Annual MLO Requirements & SAFE Act Compliance	19 Ascensus Advanced IRAs Training When a Borrower Dies: Next Steps	20	21
22	23	24 Commercial Lending Basics: Risks, Scrutiny, Safeguards, Collateral & More	25 Accurately Completing the W-9, W-8BEN, 1099-INT & 1042-S	26 HMDA Part 3: Commercial Loans	27	28
29	30	31 Banking Legal Marijuana Businesses