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12nov12:00 pm2:00 pm@Lunch Networking: CFO/Accounting/ALM
Professionals from Utah’s credit unions who work in accounting and related areas are invited to join us for this round table, where you can discuss pressing (or not
Professionals from Utah’s credit unions who work in accounting and related areas are invited to join us for this round table, where you can discuss pressing (or not pressing) issues on your mind.
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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November 12, 2024 12:00 pm – 2:00 pm(GMT-07:00)
Association Office
455 E 500 S, Suite 400
13nov9:00 am4:30 pmIRA Essentials Class with Ascensus
IRA Essentials IRA Essentials gives attendees a solid foundation of IRA knowledge. Exercises are included throughout the day to help participants apply
IRA Essentials
IRA Essentials gives attendees a solid foundation of IRA knowledge. Exercises are included throughout the day to help participants apply information to job-related situations. Attendees will leave this session able to work with IRA owners and process basic IRA transactions with confidence. This is a beginner’s session; no previous IRA knowledge is assumed. Attendees should bring a hand-held calculator.
Course Topics May Include:
Introduction and Establishing IRAs
• Identify the tax differences between a Traditional and Roth IRA
• Examine the process for establishing an IRA and the required documents
• Differentiate between the types of beneficiaries
IRA Funding
• Learn about the Traditional and Roth IRA eligibility requirements
• Identify the contribution limit and deadline
• Communicate contribution reporting deadlines
IRA Distributions
• Identify federal income tax withholding requirements
• Examine IRS penalties and penalty exceptions
• Summarize the tax consequences of IRA distributions
• Communicate distribution reporting deadlines
IRA Portability
• Differentiate between a rollover and a transfer
• Recognize rollovers between IRAs and employer-sponsored retirement plans
Who Should Attend? You should attend this seminar if you:
• Need to learn the basics of Traditional and Roth IRAs or
• Want an updated, general refresher on IRA rules.
The price is $299 per attendee
This class is a hybrid format. You can sign up to attend in person or online via Zoom. (A Zoom link will be provided at a later time)
Check-in begins at 8:30 am. Lunch will be served to in-person attendees.
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November 13, 2024 9:00 am – 4:30 pm(GMT-07:00)
14nov9:00 am4:30 pmIRA Advanced with Ascensus
Advanced IRAs Advanced IRAs builds on the attendees’ basic IRA knowledge to address some of the more complex IRA issues that their
Advanced IRAs
Advanced IRAs builds on the attendees’ basic IRA knowledge to address some of the more complex IRA issues that their financial organizations may handle. This is an advanced session; previous IRA knowledge is assumed. The instructor uses real-world exercises to help participants apply information to job-related situations.
Course Topics May Include:
IRA Update
• Explain recent changes affecting IRA owners
• Recognize how recent changes may affect your financial organization
Required Minimum Distributions
• Calculate a required minimum distribution (RMD)
• Discuss the RMD rules and reporting requirements
IRA Excess Contributions
• Define an excess contribution
• Identify excess contribution correction methods
• Calculate net income attributable (NIA) to an excess contribution
• Describe a recharacterization
• List the possible taxes and penalty taxes for excess contributions
Beneficiary Options
• Describe beneficiary distribution options when an IRA owner died before January 1, 2020, or dies on or after January 1, 2020
• Recognize the differences between the various beneficiary types
• Explain beneficiary payment deadlines
Advanced Portability
• Summarize the restrictions on the movement between IRAs
• Describe a conversion
• Explain the effect of withholding on a conversion
• Recognize the options available when moving from an employer-sponsored retirement plan to an IRA
• Explain the result of violating the portability and conversion restrictions
Who Should Attend?
• An IRA administrator, personal banker, or member services personnel who has a working knowledge of basic IRA operations and wishes to expand your expertise and provide enhanced customer service;
• A financial professional who recognizes that IRAs play an integral role in retirement planning;
• A compliance specialist with procedural oversight of IRA policies and practices; or
• Support personnel responsible for promotional materials that describe the services provided by your financial organization
The price is $299 per attendee
This class is a hybrid format. You can sign up to attend in person or online via Zoom. (A Zoom link will be provided at a later time)
Check-in begins at 8:30 am. Lunch will be served to in-person attendees.
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November 14, 2024 9:00 am – 4:30 pm(GMT-07:00)
Association Office
455 E 500 S, Suite 400
02dec9:00 amTelephone Etiquette and Excellence for Today’s Digital World
RELEASE DATE: DECEMBER 2, 2024ESTIMATED DURATION: 60 MINUTES Telephone etiquette still matters in today’s digital world. The ability to
Telephone etiquette still matters in today’s digital world. The ability to be professional and effective over the telephone is a must-have skill set. In this fast-paced and solution-filled program, participants will discover how to be professional, confident, and productive over the phone and much more!
Delivered with Pamela’s signature high-energy, humor, and a dash of neuroscience, participants will leave with powerful new tools, increased self-awareness, and an action plan for success, even with the difficult callers.
As an internationally recognized communication and leadership expert, speaker, author, and executive advisor, Pamela Jett works with professionals to better understand that choosing to be “Relentlessly Positive” even in difficult situations isn’t naïve… it’s leadership. Pamela takes people beyond basic theory and strategy to an unparalleled level of application. With a wide-ranging clientele, Pamelas has a proven track record of helping audiences gain tools they can use immediately. With a focus on practical tools delivered in a motivating and entertaining way, she is a trusted advisor to brands around the globe.
Pamela Jett’s unique programs are power-packed with practical application, real life techniques and a dash of neuroscience. Her unique combination of humor, intellect and evidence-based tools is sure to leave you inspired and ready to make positive changes for increased leadership and communication success.
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December 2, 2024 9:00 am(GMT-07:00)
03dec10:00 am11:00 amIgnite Leadership Series: The Upside with Jack Stahlman
Inspired by his course certification from Yale on “The Psychology of Happiness”, this is the newest of Jack’s presentations, so it still has that fresh
Inspired by his course certification from Yale on “The Psychology of Happiness”, this is the newest of Jack’s presentations, so it still has that fresh topic smell. The human kindness shared nationwide and even worldwide in recent times of crisis has Jack examining the common thread that creates positivity during hardship. And he examines how hard times can bring big things to any organization if you look in the right place. But as the GI Joe Fallacy (yes, that GI Joe) demonstrates, simply seeing the silver lining is not enough. That’s the bad news of a good economy: it encourages observers who simply sit back and watch their money grow. But it is a downturn where the doers find the upside.
If you or someone on your team needs help getting out of a negative mindset, this is the training for you!
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December 3, 2024 10:00 am – 11:00 am(GMT-07:00)
04dec12:00 pm2:00 pm@Lunch Networking: Risk Management
Professionals from Utah’s credit unions are invited to join us for this round table to discuss pressing (or not pressing) issues on your mind, with an emphasis on
Professionals from Utah’s credit unions are invited to join us for this round table to discuss pressing (or not pressing) issues on your mind, with an emphasis on managing risk. As your credit union considers its operations, how does it consider risk? Is there a system in place to document risk, and what methodology is used to mitigate those risks so that important opportunities aren’t missed?
Discussion will be moderated by Association staff. 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.
more
December 4, 2024 12:00 pm – 2:00 pm(GMT-07:00)
Association Office
455 E 500 S, Suite 400
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