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Escrow Account Compliance Webinar Kicks-off September Line-up
Friday, August 1, 2014 6:45 AM

The Cornerstone Credit Union League, in partnership with Financial Education & Development, Inc., is offering 10 webinars in September, and kicking off the September webinar line-up is “Escrow Account Compliance” with Ann Brode of Brode Consulting Services, Inc.

Getting escrow right is very important to the borrower, your credit union, and the examiners. It involves many requirements, including initial analysis and disclosure, annual disclosures, recordkeeping, and more. This Sept. 3 webinar will review the entire process, and reveal common errors and examiner citations that highlight the “hot buttons.” Checklists will be provided to ensure your credit union complies with the escrow requirements and that your disclosures and statements are complete, compliant, and correct.

Click here for additional information, including registration.

Webinars, which are internet-accessed training programs, are a very attractive educational tool for organizations of all sizes. Not only are they cost-effective, but they offer rich and relevant content presented by industry experts.

Following is a list of other webinars being offered in September:


The Two Most Important Numbers for Dealing with IRAs & HSAs: IRS Publications 590 & 969

John Baptista, Jr., Impact Training & Consulting


Advanced Financial Literacy for Directors: Applying Ratio Analysis to Manage the Balance Sheet & Maximize Income

Dr. Randy Thompson,


Writing Effective Credit Memos & Loan Narratives

Lisa Zigo, Brode Consulting Services, Inc.


Auditing Social Media: Planning & Risk Control Matrices

Dr. Kevin Streff, Secure Banking Solutions


Electronic Business Records: 7-Step Strategy for Effective & Compliant Record Management

Nancy Flynn, The ePolicy Institute™


ACH Specialist Series: Conducting the 2014 ACH Audit

Shelly Simpson, EPCOR


NACHA Rules Versus Reg E Rules: Which Takes Legal Priority in Which Situation?

Elizabeth Fast, Spencer Fane Britt & Browne LLP


Director Series: The Role of the Board in the Examination Process

David Reed, Reed & Jolly, PLLC


Data Loss Prevention: Myths, Sources, Risks & Solutions

Tom Garcia, InfoSight, Inc.

For more information on the webinars, please click here. If you have any questions, please contact Training & Events, at (469) 385-6630 or (800) 442-5762, ext. 6630.

Educational grants are available through the Cornerstone Credit Union Foundation. To learn more, please visit