Thursday, May 30, 2024, at 2 pm central

Credit unions face mounting pressure to strike a delicate balance between delivering exceptional service and safeguarding financial stability. From the NCUA’s inclusion of overdraft practices in its 2024 supervisory priorities to awaiting the outcome of the CFPB’s proposed rule, the stakes have never been higher.

In this webinar, gain insight into some of the pivotal questions shaping the outlook of overdraft services. Are overdraft programs going away? How can my credit union refine its overdraft strategy while prioritizing safety and soundness? Is there more to consider other than adjusting fee amounts? What are some common pitfalls to avoid?

Join us for a comprehensive discussion as Barb Lowman, President of CUNA Strategic Services, explores the critical nuances of this landscape with the ADVANTAGE team. From the risks of overreacting or underreacting to the most effective ways to preserve income and mitigate risk exposure, our expert panel will provide greater clarity on how you can create a successful strategy.

Key topics for discussion:

• Evolving expectations of regulators and examiners
• Essential factors for informed decision-making
• Navigating intensifying competitive market conditions
• Addressing consumer needs and delivering value
• Approaches for safeguarding revenue and reducing uncertainty

FEATURED PRESENTERS:

• John Cohron, CEO, ADVANTAGE
• Cheryl Lawson, EVP of Compliance Review, ADVANTAGE
• Jennifer Simmons, VP of National Alliances, ADVANTAGE
• Barb Lowman, President, CUNA Strategic Services