Check out all that's happening.
25oct(oct 25)8:00 am26(oct 26)4:00 pmVolunteer Summit with Chair/CEO Pre-meeting
Join Utah’s Credit Unions for an exciting two-day Volunteer Summit at the DoubleTree Park City Conference Center. Dynamic speakers will present on various topics for
Join Utah’s Credit Unions for an exciting two-day Volunteer Summit at the DoubleTree Park City Conference Center. Dynamic speakers will present on various topics for credit union executives and volunteers. Socialize and share ideas with other credit union volunteers, while having fun!
For Board Chairs and CEOs only, we have an exclusive pre-summit meeting. This Friday daytime Board Chair/CEO pre-meeting is loaded with presenters who have information just for you. You can add this pre-summit meeting to your Volunteer Summit registration or attend just this pre-summit meeting.
Lodging at a special discounted rate is available at the DoubleTree Park City.
*Room reservation link coming soon*
*Event and Registration website is now available
If you want to register multiple people at once, select the blue “Register Another Attendee”button before completing checkout. Continue adding people until complete, then finalize payment.
Pricing:
Chair/CEO Pre Conference Session $350
Volunteer Summit Attendee $625
Volunteer Summit Guest $375
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October 25, 2024 8:00 am – October 26, 2024 4:00 pm(GMT-06:00)
DoubleTree Park City
1800 Park Ave
30oct12:00 pm2:00 pm@Lunch Networking: CEOs
Presidents of Utah’s credit unions are invited to join us for this round table to discuss pressing (or not pressing) issues on your mind. This will be the
Presidents of Utah’s credit unions are invited to join us for this round table to discuss pressing (or not pressing) issues on your mind. This will be the second CEOs @Lunch Networking of the year–a follow-up to the first one, help in early April.
Topics TDB based on input from registered attendees.
There will also be plenty of time to discuss whatever else attendees have on their mind. 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.
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October 30, 2024 12:00 pm – 2:00 pm(GMT-06:00)
Association Office
455 E 500 S, Suite 400
04nov1:00 amRegulation E: Electronic Funds TransferseTrain Webinar
RELEASE DATE: NOVEMBER 4, 2024ESTIMATED DURATION: 60 MINUTES The purpose of Regulation E is to protect consumers when they
The purpose of Regulation E is to protect consumers when they use electronic fund and remittance transfers.
Electronic fund and remittance transfers include but are not limited to:
The regulation covers topics such as:
Join ViClarity’s Jennifer Adkisson, for a training session on Regulation E, where she will guide you through essential aspects of the Electronic Fund Transfer Act. Discover the scope of covered transactions and consumer rights, ensuring a solid grasp of disclosure requirements and error resolution procedures. Stay up-to-date with recent changes and amendments to this crucial regulation. Geared towards compliance officers, operations managers, and frontline team members, this training provides practical insights and tools to navigate the complexities of electronic fund transfers effectively. Elevate your understanding of Regulation E, safeguard consumer rights, and enhance your institution’s compliance practices. Register today!
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November 4, 2024 1:00 am(GMT-06:00)
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-06:00)
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-06:00)
September 19, 2024
September 19, 2024
September 19, 2024
August 19, 2024
July 26, 2024