Our November Compliances Essentials Class will provide a comprehensive look at advertising compliance, including:

• Deposits
• Consumer Loans
• Mortgage Loans
• NCUA coverage
• Securities
• Sweepstakes and lotteries
• Compliance Crüe Meeting to follow (we will hold a Compliance Crüe Meeting after lunch, look for a separate invitation)

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!

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.

Professionals from Utah’s credit unions who work in technology are invited to join us for this round table, where you can discuss pressing (or not pressing) issues on your mind. “Technology” is a broad topic, which touches on many areas of credit union operations. We’ll discuss anything relating to the topic, from data to systems to member service delivery.

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.

During this in-person meeting come prepared to share your favorite compliance resources! We’ll have lunch too, courtesy of the UCUA. What resources do you use that makes your job easier?

• Websites
• Forums
• Reference Manuals
• Regulation sources

Our Compliance Guru, Heather Line, will lead off the party by sharing her favorite compliance resources. She will also cover all the great free stuff you get as members of the UCUA.

Professionals from Utah’s credit unions who work in operations 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. 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.

Efficient, Effective Review Writing

Writing your employee’s review is often a time-consuming, cumbersome task, yet it is arguably one of the most important functions of your job as a manager.

Learn six things you can do to ensure that your reviews:

• get done quicker and more easily – and on time

• give your employees actionable feedback

• minimize recency bias, scoring bias, and halo bias

• instill a culture of direct and compassionate communication

Event will begin at 10:00 AM MST/9:00 AM PST

Price

We are offering both an individual per-person rate and a credit union rate (for credit unions signing up multiple people)

$99 per person for each session

$459 per credit union for each session (best for organizations signing up 5 or more attendees)

Join CULytics for the 10th anniversary of the CULytics Summit in Atlanta, GA—their biggest and most innovative event yet, designed to empower credit union leaders with practical insights, strategic connections, and actionable strategies. This is more than just a conference; it’s a collaborative Summit experience that fosters participative learning, real-world application, and meaningful networking.

Early Bird Tickets (Ends Nov 15th) $895

Standard Tickets $995

Utah’s Credit Unions can use code UCUA during checkout to receive a $25 Amazon Gift Card.

From the pervasive mental health crisis sweeping the nation to the unique challenges posed by aging members struggling with technology, we’ll explore how these factors are reshaping the landscape of financial services.

In this session, we’ll uncover the far-reaching impacts of gambling addictions, legalized marijuana, stress triggers, and economic hardships on our members and their financial interactions. Focusing on front-end transactions, collections, and lending operations, we’ll dissect the complexities that arise when mental health concerns intersect with everyday banking.

Join us as we navigate the front-line challenges of today’s credit unions, empowering staff with the knowledge and resources needed to recognize and respond effectively to members in crisis.

Price

We are offering both an individual per-person rate and a credit union rate (for credit unions signing up multiple people)

$99 per person for each session

$460 per credit union for each session (best for organizations signing up 5 or more attendees)*

*Once this option is purchased, your credit union will be issued a personalized discount code for your staff to utilize while signing up.