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29apr1:00 amFaster Payment RiskeTrain Webinar
RELEASE DATE: APRIL 29, 2024ESTIMATED DURATION: 60 MINUTES As faster payment technologies emerge, it’s up to you to keep
As faster payment technologies emerge, it’s up to you to keep up and still look for and detect fraud.
Although they move us forward when it comes to speed, Faster Payments can also mean faster fraud. This webinar will focus on the current risks of faster payments and some of the tools available to protect your financial institution.
Jim Petkovits is Vice President of Education for Wespay and has over eighteen years of payments experience. Jim is responsible for developing and providing education and training to Wespay members through in-person workshops, webinars and in-house training. Prior to joining Wespay, Jim was the ACH Education and Training Manager for the Northwest Clearing House Association (NWCHA) since 2001, and a Customer Service Manager for Bank of America’s ACH Regional Processing Center in Seattle. Jim holds both an Accredited ACH Professional (AAP) and National Check Professional (NCP) accreditation.
As an innovative payments association, Wespay is dedicated to guiding members through the ever-evolving payments industry with education, information, advisory and advocacy services. Our dedicated team partners with financial institutions, fintech companies, third-party payment providers and organizations that supply payment services related to operations and compliance, risk management and fraud, as well as payments strategy and planning.
As a Direct Member of Nacha, Wespay is a specially recognized and licensed provider of ACH education, publications, and support. Wespay is directly engaged in the Nacha rulemaking process, the Accredited ACH Professional (AAP) Program and the Accredited Payments Risk Professional (APRP) Program. Additionally, Wespay is partnered with ECCHO, as a designated Educational Partner for the National Check Professional (NCP) accreditation program.
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April 29, 2024 1:00 am(GMT-06:00)
29apr9:00 amNavigating the Virtual Currency World
RELEASE DATE: APRIL 29, 2024ANTICIPATED DURATION: 60 MINUTES Virtual currency continues to emerge as a regulatory hot button in
Virtual currency continues to emerge as a regulatory hot button in spite of limited regulatory framework.
Regardless of market volatility and the potential for losing investments in mismanaged exchanges, convertible virtual currency (CVC) is still a hot investment opportunity for many. As more and more financial institutions decide where virtual currency and its related technology fits into their risk profile, their customer base are already buying and selling CVC. It is important to know the pros and cons of each convertible currency and identity red flag behaviors which warrant additional due diligence.
Learning Objectives:
Wipfli brings the curiosity needed to uncover what’s been overlooked. Our ingenuity helps create unexpected results. Our team of more than 3,200 associates works together to bring integrated solutions to turn data into insights, to optimize workflows, to increase margins and to transform through digital innovation.
Others see problems. We see possibilities.
Our people are eternal students, bringing cross-industry experience and creativity to help clients see beyond today’s most complex business challenges.
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April 29, 2024 9:00 am(GMT-06:00)
01may12:00 pm2:00 pm@Lunch Networking: Organizational Development
Professionals from Utah’s credit unions who work in HR, development, training, culture, and related areas are invited to join us for this round table, where you can discuss
Professionals from Utah’s credit unions who work in HR, development, training, culture, 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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May 1, 2024 12:00 pm – 2:00 pm(GMT-06:00)
Association Office
455 E 500 S, Suite 400
06may1:00 amCompliance Rules for Frontline StaffeTrain Webinar
RELEASE DATE: MAY 6, 2024ANTICIPATED DURATION: 90 MINUTES Your member-facing staff can make or break your compliance program, as
Your member-facing staff can make or break your compliance program, as they are often the first (and sometimes the only) employees a member sees. They need to know a little about a lot. And that’s what this session provides. We’ll focus on how frontline staff can engage members and sell products without violating consumer protection laws – what you can and cannot say or ask, what disclosures must be made, and specific timeframes that must be met to preserve the rights of both member and credit union. And we’ll talk about why the rules exist, because when you need to know a little about a lot, it helps to understand the reasoning.
Topics will include:
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 6, 2024 1:00 am(GMT-06:00)
07may2:00 pm3:00 pmIt’s not me, It’s you: FCU Member Expulsion BylawsVirtual Rountable
We’ve had lots of questions about the recently updated Federal Credit Union Bylaws Member Expulsion procedures: The good news: FCUs now have a
We’ve had lots of questions about the recently updated Federal Credit Union Bylaws Member Expulsion procedures:
We will hash out the changes to the member expulsion rules in the FCU Bylaws and provide you with a step by step process for taking advantage of them.
Time and Place
Zoom:
Cost: This class is FREE to all member credit unions
Can’t Attend?: No Problem! We will record this training and make it available online
Utah State Chartered Credit Unions: You are welcome to attend, even though Federal Credit Union bylaws do not apply to your shop (lucky ducks!)
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May 7, 2024 2:00 pm – 3:00 pm(GMT-06:00)
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