ABOUT THIS WEBINAR
Is your credit union prepared for the new privacy rules that go into effect on January 1, 2011? The rules presented are leaving credit unions with questions about how to comply. There's no need to panic! Join us for this webinar as we clarify the vague rules, walk you through sample forms and discuss their use and how they should be implemented.

• This webinar will open with Regina Metz of NCUA to explain the background of the rules and how they were formed. She will also discuss why the NCUA hopes financial institutions will use the new form even though it's not mandatory.
• Next, attendees will hear from Andrea Stritzke of PolicyWorks as she discusses model forms, what forms to use, what information can be shared, when to send notices, what notice to send, when to switch to new forms, and more.

You will also receive sample notices and checklists as takeaways from this webinar. These will provide you with the tools you need to comply with the new rules.

MORE INFORMATION

More about the January 1, 2011 Privacy Rules

The NCUA has issued a model privacy notice that will guarantee credit union compliance with the privacy notice requirements. Financial institutions including credit unions will still be able to issue their current privacy notices for one year after the effective date of the final version of this rule. However, after December 31, 2010 credit unions will have to use the model form if they want to guarantee compliance with these requirements.

WHO SHOULD ATTEND
This webinar will be beneficial for compliance staff, management and/or anyone at your credit union needing this detailed compliance information — including, but not limited to managers, CEOs, directors, mortgage lending staff, consumer lending staff, and operations staff.

For more program content information, call 800-356-9655, ext. 4249, or e-mail training@cuna.coop. For registration questions, call 800-356-9655, ext. 4400, or e-mail reginfo@cuna.coop.

 

INSTRUCTORS
Andrea Stritzke, CUCE
As vice president of regulatory compliance for PolicyWorks, Andrea is responsible for the delivery of PolicyWorks' regulatory services and new product development while also working with individual credit unions to provide them with training and counsel on certain regulatory matters. In addition, Andrea develops vendor management programs for credit unions and is a nationally recognized speaker on credit union compliance issues. Prior to joining PolicyWorks, Andrea worked as a judicial clerk for the Iowa Court of Appeals. She has also worked as a staff attorney for the Nebraska Court of Appeals.



Regina Metz
Regina is an attorney with the National Credit Union Administration (NCUA) in Alexandria, Virginia. She is admitted to practice law before the U.S. Supreme Court and is an American Bar Association business law member. She has drafted many NCUA regulations, legal opinions and policies, and also is an NCUA deputy ethics officer. Prior to joining the NCUA, Regina practiced law at Schwartz and Ballen LLP specializing in financial services, e-commerce, payment systems, and privacy.


WEBINAR OVERVIEW
Just like in face-to-face classes, CUNA Webinars allow you to see and hear a presentation, ask questions of the instructor, and refer to handouts. You need only a speakerphone and computer with Internet connection. With a computer projection screen, it's easy to provide this training to a whole roomful of staff!

When you register for an event, the connection information will be e-mailed to you 24-48 hours before the event. If you are registering for an event the day it is being held, please call 800-356-9655, ext. 4249 or e-mail training@cuna.coop for assistance.

Did you know...in addition to attending this event live, your tuition includes six months of unlimited access to the archived (recorded) event within 48 hours of the live event for your entire credit union. See the archived events available to you and your credit union.

CUNA Webinars use Adobe Connect to provide an interactive and convenient online learning environment. Whether you are a first time Adobe Connect user, or simply need a refresher, take a short tour. You'll learn how to effectively interact with the presenter and your peers during live webinars.

CANCELLATIONS
Cancellations received in writing (via fax 608-231-4327) before the end of business on September 22, 2010 are eligible for a refund of the amount paid minus a $50 administrative fee. No refunds will be granted for cancellation requests received after September 22, 2010. Substitutions are accepted anytime prior to the start of the program at no additional cost. Simply fax event and contact information, listing the new participant and who they will be replacing. Cancellation fees do not apply for free or complimentary programs.