Collectors, Lenders, Marketers Invited to Fall Councils in Beaverton

Lenders will learn about the impact of looming qualified mortgage rules on their loan originations, collectors will get an overview of the judicial foreclosure process and marketers will learn how to more effectively use their websites and social media in November, when the NWCUA convenes its next round of fall councils in Beaverton.

In all, six councils are planned before the end of the year—three in November and three in December—as the 2013 series of quarterly meetings comes to a close. Councils are open to all Association members and alternate between sites in Oregon and Washington. A one-year subscription to each series is $149; single meetings are $49 each.

Here’s the November lineup:

Collectors Council: Thursday, Nov. 7; 10 a.m.-2 p.m.

How does the judicial foreclosure process differ from the non-judicial foreclosure process? Why would you use one instead of the other? Representatives from the law office of Farleigh Wada Witt will kick off the council with an overview of the foreclosure process.

Did you know that you can only use a Form 1099-C for business-purpose debt that was discharged in bankruptcy? What are the identifiable events and when should you provide informational reports to the IRS? David Curtis, NWCUA’s director of compliance services, will detail the reporting requirements for Forms 1099 A & C in the next session.

After lunch, a round-robin discussion will focus on collection on deceased accounts, dealing with insurance claims, dealing with impounded collateral, alternatives to Replevin and skip-tracing techniques.

For more information or to register, click here.

Lenders Council: Tuesday, Nov. 19; 10 a.m.-2 p.m.

Rob Anrud, the Pacific Northwest representative for HomeBridge, will provide a comprehensive overview of the Dodd-Frank qualified mortgage rules and how they’ll impact credit unions’ loan originations. At HomeBridge, Anrud works with mortgage brokers, mortgage bankers, regional banks and credit unions to purchase or fund conventional, FHA, VA, USDA and jumbo mortgages. He’ll follow his presentation with a question-and-answer session.

Following Anrud’s presentation, NWCUA Compliance Services Director David Curtis will explain how the Association’s new RIPT toolkit can help credit unions create an easier path through the mountain of regulations and rule changes they face. RIPT—or Regulatory Implementation Project Toolkit—uses project management procedures to cut the regulatory burden created by Dodd-Frank into bite-size tasks, creating a simplified list of steps that need to be taken to implement rule changes before their effective date.

For more information or to register, click here.

Marketers Council: Thursday, Nov. 21; 10 a.m.-2 p.m.

Are your members consistently satisfied every time they visit you online? What do consumers want from their credit union’s “virtual branch?” Guy Bourgault, the senior user experience architect at ISITE Design, will share industry insights—from benchmarking to first-person research—and best practices that every marketer needs to understand in order to give members the best online content, design and functionality.

Dean Snyder, the digital sales director for Lin Media, will follow that presentation with tips on how marketers can grow market share through online advertising. He’ll share insights on how to target ideal customers and how to avoid some of the industry’s common pitfalls.

After lunch, the NWCUA’s compliance staff will explain how to make sure that the effective, engaging and interactive messages you create on social media are also compliant with federal and state regulations. And, an open brainstorming session will give marketers a chance to share success stories.

For more information or to register, click here.

Three more fall councils are scheduled in December:


Questions? Contact Gary Stein: 503.350.2216,

Posted in Compliance News.