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19may(may 19)5:00 pm22(may 22)12:00 pmExecutive Summit
Join Utah’s Credit Unions for our Executive Summit, combining high-quality education and networking opportunities with fun in the sun. Golf, hiking, and day spa options will be offered in the
Join Utah’s Credit Unions for our Executive Summit, combining high-quality education and networking opportunities with fun in the sun. Golf, hiking, and day spa options will be offered in the morning, while the temps are cool. The training and round tables will be in the afternoon.
Registration is now open!
May 19, 2024 5:00 pm – May 22, 2024 12:00 pm(GMT-06:00)
Courtyard by Marriott, St. George
185 South 1470 East
20may1:00 amCompliance for Opening Accounts OnlineeTrain Webinar
ANTICIPATED DURATION: 70 MINUTESRELEASE DATE: MAY 20, 2024 More and more credit unions are moving toward online account opening. Whether
More and more credit unions are moving toward online account opening. Whether your credit union is new to electronic banking or has been doing it for years, are you confident that you are fully in compliance? What policies and procedures should you and your credit union have in place to minimize compliance and fraud risk when you open new member accounts online?
Your Bank Secrecy Act compliance risk escalates when a new member comes to your credit union through the Internet instead of in person. There are also regulations like Truth-in-Savings and Privacy that require disclosures at account opening that need to be considered. This session is designed to give you the guidelines that should be included in your policies and procedures to control your risk without sacrificing new member convenience.
You’ll get the answers to these questions and more:
Aux is a CUSO (Credit Union Service Organization) located in Lakewood, Colorado, near Denver. Our company has been around since 1992, originally founded to assist credit unions with shared branching and service centers. Although we have evolved over the past two decades into something much more complex and diverse, one thing remains the same: our core reason for existence. We are here to help the people “who help the people,” as the old credit union saying goes – to help credit unions help their members.
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May 20, 2024 1:00 am(GMT-06:00)
20may9:00 amGovernance Best Practices: Designing an Effective Process
RELEASE DATE: MAY 20, 2024ANTICIPATED DURATION: 60 MINUTES The board of directors is responsible for the direction and control
The board of directors is responsible for the direction and control of the credit union. To properly perform its duties, it must design an effective process to receive information, understand risk an act decisively. This session will review best practices for keeping the board updated and informed of relevant risk levels, credit union performance as well as news from the financial services marketplace.
After the session, you will be able to:
Attorney, author, consultant and nationally recognized trainer, David A. Reed is a partner in the law firm of Reed and Jolly, PLLC. Through Reed and Jolly, Mr. Reed provides guidance to credit unions concerning a variety of matters including the establishment and revision of policies and procedures, organizational compliance, collections, security, contractual agreements, regulatory matters and corporate governance. In addition to his legal expertise, Mr. Reed is a Certified Fraud Examiner and Chairman of a Supervisory Committee.
A former trial attorney and Vice President and General Counsel of Apple Federal Credit Union, Mr. Reed is particularly noted in the areas of credit union operations, governance, security, bankruptcy and collections. He has been selected to train federal and state field examination staff on numerous issues including BSA, Field of Membership, ID Theft Red Flags, S.A.F.E Act, Third Party Contract Management, Cybersecurity and Bankruptcy.
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May 20, 2024 9:00 am(GMT-06:00)
03jun9:00 amRating Credit Risk
RELEASE DATE: JUNE 3, 2024ESTIMATED DURATION: 60 MINUTES This course provides an exploration of the rating of credit risk in commercial loan
This course provides an exploration of the rating of credit risk in commercial loan portfolios. Participants will gain an understanding of why NCUA made rating credit risk a regulatory requirement, the board’s role in rating credit risk, and NCUA’s expectations for developing and administering a Loan Risk Rating System.
Vin Vieten is a Retired NCUA Program Officer. He is a graduate of University of Maine with a BS degree in Economics. He has had an extensive career with over 28 years of experience as a financial manager in banking. His credit training emphasized financial analysis to develop financing packages to meet the needs of the borrower. He has used his experience to establish commercial lending departments in two financial institutions, where he managed a team of lenders and oversaw commercial loan origination, underwriting, regulatory compliance and portfolio management. Vin brings his expertise to Mark Treichel’s CU Exam Solutions for a total of 240 years of combined NCUA experience.
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June 3, 2024 9:00 am(GMT-06:00)
04jun12:00 pm2:00 pm@Lunch Networking: Lending
Professionals from Utah’s credit unions who work in lending are invited to join us for this round table, where you can discuss pressing (or not pressing) issues on
Professionals from Utah’s credit unions who work in lending are invited to join us for this round table, where you can discuss pressing (or not pressing) issues on your mind.Â
Discussion will be moderated by Association staff, with a few topics to lead off (to be determined), then an open forum to discuss whatever else attendees have on their mind.
The round table will last as long as there’s compelling discussion.
Participants will enjoy a lunch at no cost.If you’re not a credit union professional in the discipline but work in a different specific operational area at one of our Utah credit unions, and would like to join a round table, take a look at our list of other round tables. If there’s not one that meets your interests, please let us know at sn@utahscreditunions.org.
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June 4, 2024 12:00 pm – 2:00 pm(GMT-06:00)
Association Office
455 E 500 S, Suite 400
06jun10:00 am11:00 amFind the Energy & Confidence to Lead -Part 2Ignite Leadership Series
Unlocking the secret to transformative personal and professional growth lies at the heart of The Confidence Cycle. In this captivating presentation, attendees will embark on
Unlocking the secret to transformative personal and professional growth lies at the heart of The Confidence Cycle. In this captivating presentation, attendees will embark on a journey of engagement and empowerment, discovering the pivotal role that confidence plays in navigating change and thriving in all aspects of life. With an invigorating blend of inspiration and science-backed strategies, this 2 part training delves into the three critical decisions that form the bedrock of the Confidence Cycle, enabling individuals to break free from their comfort zones and embrace change with open arms. The Confidence Cycle becomes a roadmap to bolstering self-confidence, proving that even modest choices can pave the way for extraordinary and lasting change
*This event is part 2, part 1 is scheduled for April 2nd
Price
We are offering both an individual per-person rate and a credit union rate (for credit unions signing up multiple people)
$85 per person for each session
$399 per credit union for each session (best for organizations signing up 5 or more attendees)
*If you signed up for the 2024 Ignite Leadership Series annual package, you will be automatically signed up for each event.
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June 6, 2024 10:00 am – 11:00 am(GMT-06:00)
May 16, 2024
May 16, 2024
May 9, 2024
May 9, 2024
May 6, 2024