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09sep9:00 amResponding to Federal Levies and Other Garnishments
RELEASE DATE: SEPTEMBER 9, 2024ESTIMATED DURATION: 60 MINUTES The federal government has made it very clear it wants to
The federal government has made it very clear it wants to increase its collections efforts. Add to that the rising delinquency levels and we have a recipe for problems. Creditors are always on the hunt for additional recoveries and they do not take kindly to being ignored. Your credit union needs to be prepared and understand what to do when you receive a garnishment or levy requiring you to hand over a member’s funds. Understanding the rules and avoiding common landmines will help reduce the risk and potential liability of an improper response.
Note: This program will discuss only federal levy and general garnishment rules and procedures and is intended for credit unions from all states.
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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September 9, 2024 9:00 am(GMT-06:00)
09sep9:00 amResponding to Federal Subpoenas
RELEASE DATE: SEPTEMBER 9, 2024ESTIMATED DURATION: 60 MINUTES Do you have to answer that subpoena? The answer is clearly…..maybe!
Do you have to answer that subpoena? The answer is clearly…..maybe! Almost every privacy law, rule and regulation require us to protect our members’ financial data, but there are specific exceptions. There are very specific rules governing your response to valid subpoenas and even your ability to seek recovery of expenses. Your credit union must understand the proper method to assess and timely respond to federal subpoenas to maintain member privacy and avoid potential liability.
Note: This program will discuss only federal subpoena rules and general procedures and is intended for credit unions from all states.
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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September 9, 2024 9:00 am(GMT-06:00)
10sep9:30 am2:00 pmCredit Union Sales Intensive with SalesCU
To see consistent sales results at your credit union you need THREE things: • Competent sales training built for your credit union. • Employees empowered
To see consistent sales results at your credit union you need THREE things:
• Competent sales training built for your credit union.
• Employees empowered with the sales mindset, processes, and skills needed to sell.
• Leaders with the expertise to coach and mentor their sales teams to peak performance.
The Credit Union Intensive Workshop will train your staff to get consistent sales results.
Through the Association’s Partnership with SalesCU, you can receive a discounted rate for this event! This is a 100% online class.
There are two options available.
2 Day Training for Frontline or a 3 Day Training for leadership.
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September 10, 2024 9:30 am – 2:00 pm(GMT-06:00)
01oct9:30 am2:00 pmCredit Union Sales Intensive with SalesCU
To see consistent sales results at your credit union you need THREE things: • Competent sales training built for your credit union. • Employees empowered
To see consistent sales results at your credit union you need THREE things:
• Competent sales training built for your credit union.
• Employees empowered with the sales mindset, processes, and skills needed to sell.
• Leaders with the expertise to coach and mentor their sales teams to peak performance.
The Credit Union Intensive Workshop will train your staff to get consistent sales results.
Through the Association’s Partnership with SalesCU, you can receive a discounted rate for this event! This is a 100% online class.
There are two options available.
2 Day Training for Frontline or a 3 Day Training for leadership.
more
October 1, 2024 9:30 am – 2:00 pm(GMT-06:00)
01oct6:30 pm8:30 pmCU Training Night-Northern Utah
CU Training Night-Northern Utah Join Scott Simpson for valuable training, all while enjoying a nice dinner. Since it is an election year,
CU Training Night-Northern Utah
Join Scott Simpson for valuable training, all while enjoying a nice dinner.
Since it is an election year, Scott will be doing a political update. He will provide insight into legislation, elections, and the Association’s advocacy activities.
Dinner will be at the Union Grill in Ogden, UT
Dinner starts at 6:30 PM, and doors open at 6:00 PM.
*We do not need individual names for this event. Select the number of meals required for your group.
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October 1, 2024 6:30 pm – 8:30 pm(GMT-06:00)
Union Grill
315 24th Street
02oct10:00 am11:00 amIgnite Leadership Series: Thriving Through Change
Change is constant in business, home, and life. How we respond (vs react) and embrace (vs resist) the change around us can determine our ability to
Change is constant in business, home, and life. How we respond (vs react) and embrace (vs resist) the change around us can determine our ability to thrive, influence, and lead. During this session join Tracy Travis, while we examine our responses to change to bring greater awareness to our tendencies and our potential to influence and lead in times of change.
October 2, 2024 10:00 am – 11:00 am(GMT-06:00)
August 19, 2024
July 26, 2024
July 20, 2024
July 16, 2024
June 19, 2024