Education & Training

2017 Agenda



Exam schools

Examiner Schools (WA: May 1-3; CA: May 30-June 1; OH: Aug. 15-16; MI: Oct. 2-6)

These multiple-day schools sponsored by NASCUS offer state examiners a complete look at the ever-changing regulatory environment, with a thorough run-down of the impact on federally insured, state-chartered credit unions from new or proposed federal regulations. In sum: these schools offer participants solid footing in today’s regulatory structure. Our current schedule:

WA exec forum

Credit Union Executive Forum, May 23; Seattle

Hear and learn about all of the top issues affecting the credit union system: Alternative capital, the overhead transfer rate, new field of membership rules; regulatory reform, the future of the CFPB and much more will all be in play. This one-day program is open to all state and federal credit union board members, supervisory committee members and management. It’s an ideal opportunity to hear about and discuss the latest trends and developments affecting the credit union system, in an intimate and pressure-free environment. Cost is is $199 for NASCUS members, $299 for non-members.

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Cybersecurity '17

Cybersecurity Symposium, June 5-6; San Diego

Our fourth annual Cybersecurity Symposium — in partnership with CUNA — maintains the momentum from our editions in the previous three years, providing a look at and discussion of cutting-edge techniques and best practices and procedures that protect your organization from the latest threats. Our Keynote Speaker for 2017: Jim Stickley, of Stickley on Security. One of the premiere cybersecurity experts in the nation Jim has more than 20 years’ experience in the cybersecurity field, and is CEO of Stickley on Security, a firm focusing on cybersecurity education and awareness solutions. Join us at the Westin Gaslamp Quarter Hotel!

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Directors colleges

Directors' Colleges (WI: July 11; TN: July 18; CO, Sept. 19)

Our Directors’ Colleges are among the only venues in the credit union meeting space where credit union directors — along with senior credit union staff — can hear first-hand from state regulators and learn of their expectations of credit union directors, and the issues that directors will confront, including:

  • Bank Security Act (BSA) requirements,
  • Cyber security
  • Succession planning
  • Interest rate risk
  • National issues
  • ... and much more.

WI: July 11, Appleton, WI (click here for agenda, registration);
TN: July 18, Nashville, TN (click here for registration);
CO: Sept. 19, Denver, CO (click here for registration)


Industry days

Industry Days (OH: Aug. 14; MI: Oct. 3)

An up-close look at the state regulatory agenda and practices is offered to credit union leaders — board and executive staff — at these exclusive gatherings with state regulatory officials. Hosted by NASCUS in conjunction with local state supervisors, these intense, one-day programs bring credit union regulators and practitioners face-to-face to share experiences and ideas about developing a stronger state credit union system in their states. Our current schedule includes:

Summit 17

2017 State System Summit, Aug. 29-Sept. 1; San Diego

The one gathering of the year focusing exclusively on the state credit union system heads to San Diego in 2017 -- with a program that explores the challenges and opportunities confronting state credit unions from across the country. Join us in 2017 -- at the Westin Gaslamp Quarter Hotel -- for the only national session that features thought leaders whose ideas and actions can have a profound impact on the state credit union system.

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BSA 2017

BSA Conference, Nov. 12-15; Las Vegas

Widely regarded as the premiere BSA conference, this three-day event (with a one-day, bonus pre-conference session) offers compliance officers, state and federal examiners, industry experts and regulators — from beginners to veterans — a forum for discussing and learning about the very latest about the complex federal BSA laws. Hosted in partnership with CUNA. (NISCUE Scholarship application: click here)

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ALSO UPCOMING: MI BSA Conference; Oct. 4-5; Mt. Pleasant, MI

Presentations from Florida Directors College and Executive Forum; March 8, Orlando (click on the highlighted names in the agenda)


About our Education & Training program ...

NASCUS is committed to providing superior, quality training and education to state credit union examiners and state credit union managers and staff. The NASCUS Education Committee knows that strong educational offerings for the state credit union examination force and state credit union managers are key to maintaining the safety and soundness of the credit union system.

The National Institute of State Credit Union Examination (NISCUE), through the generosity of NASCUS Credit Union Advisory Council members, funds training programs specifically for state credit union examiners. For more information on NISCUE click here.

For more information about NASCUS educational programs or to register for programs, please contact Isaida Woo via e-mail at or call (703) 528-0796. Throughout the year we add sessions based on the needs of NASCUS members, so be sure to check here for updates.

Additional Education Opportunities for Examiners

The NASCUS Online University (State Examiners Only)

The NASCUS Online University students have free access to more than 150 courses focused on providing familiarity with the trends and issues facing credit unions. The course formats are succinct one- to two-hour modules. Located online at, state examiners can access the University 24 hours a day, seven days a week! This program is valuable for new examiners as well as seasoned examiners looking to update their knowledge and skills. For more information regarding the Online University, contact Tammy Gentilini at