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PROGRAM DESCRIPTION

  • What the NCUA expects your credit union to know about vendor management;
  • How to ace an NCUA vendor management exam; and
  • Why you need to develop your credit union’s own, internal vendor management expertise and how to do it.

Our speaker will walk you through the relevant NCUA guidance on vendor management and will show you the forms and discuss the procedures that you can use to address all of the NCUA’s expectations.

So if you’ve been through a vendor management Exam and are dreading the next one, if you’re preparing for your first vendor management exam, or if you understand the need to develop your credit union’s own, internal expertise and want some advice about how to get started, this is the webinar for you.

Join our speaker, noted credit union attorney Daniel R. Loritz of Okun Loritz, LLP, as he shares the tips and tricks you will need to (1) develop your own vendor management program from scratch or (2) take control of your existing program and do more with the due diligence information you’re getting from your current vendor management company.

Meet the presenter, Dan Loritz:

Credit union staff that negotiate or monitor vendor services, especially in these positions:

  • CEO
  • CFO
  • Operations
  • Member Service
Registration Investment: $195 for League Member
You must be a member of your state league to attend this presentation.
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Webinar to participate in: eTrain: Vendor Due Diligence
 
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