Clear All
July
29jul1:00 amIT Security ThreatseTrain Webinar
RELEASE DATE: JULY 29, 2024ESTIMATED DURATION: 60 MINUTES Learners will walk away with an understanding of: Current IT security
Learners will walk away with an understanding of: Current IT security threats; how bad guys look for weaknesses to operate in ways you may have never imagined; what path’s bad guys are taking to find flaws they can manipulate; fraud statistics, security awareness tips; fraud prevention and detection tips, including internal control recommendations.
Jeremiah Baker is a respected authority in the cybersecurity community, recognized for his expertise, ethical approach, and dedication to helping organizations stay ahead of the ever-evolving cyber threat landscape. He remains passionate about educating and empowering individuals and organizations to take control of their cybersecurity posture and build a more secure future.
more
July 29, 2024 1:00 am(GMT-06:00)
August
01aug7:30 am3:00 pm2024 Women’s Golf
Women’s Golf “Tournament” Join us for a fun networking opportunity with your peers at Eaglewood Golf Course. We have a 7:30 am
Women’s Golf “Tournament”
Join us for a fun networking opportunity with your peers at Eaglewood Golf Course. We have a 7:30 am shotgun start! This is much better since we will all be finished simultaneously and enjoy lunch together.
The cost is $125 per golfer or $500 per team.
This includes green fees, a cart, and food.
more
August 1, 2024 7:30 am – 3:00 pm(GMT-06:00)
Eaglewood Golf Course
1110 Eaglewood Dr
05aug1:00 amBank Secrecy Act Compliance for BSA OfficerseTrain Webinar
RELEASE DATE: AUGUST 5, 2024ESTIMATED DURATION: 90 MINUTES If the day-to-day responsibility of managing or handling the credit union’s
If the day-to-day responsibility of managing or handling the credit union’s BSA, AML, CFT and/or OFAC programs fall squarely on your shoulders, this program is specifically for you. This training is designed to pick up where staff training leaves off. We cover new developments (hello FinCEN database!), enforcement actions, guidance and alerts as well as FinCEN’s newly released analysis on identity theft SARs. Each of the specific responsibilities of your roles will be examined. We will also be addressing compliance with OFAC requirements.
This webinar is designed for anyone with direct responsibility for CTRs, SARs, BSA investigations, Risk Assessments; Audit, Compliance, and Branch managers and anyone desiring more in depth knowledge of the BSA requirements are also encouraged to view this webinar.
Mary-Lou Heighs founded Compliance Plus, Inc. to help credit unions with the always changing world of compliance. She joined the credit union movement in 1989 and has worked as a loan officer, marketer, collector as well as almost every position within credit unions. After working in credit unions, she transitioned to the Research and Information department for the California Credit Union League where she provided compliance assistance to all California and Nevada Credit unions. As President of Compliance Plus, Inc. Mary-Lou now provides compliance training all over the country for various Leagues and credit unions nationwide.
more
August 5, 2024 1:00 am(GMT-06:00)
05aug9:00 amCapital Adequacy and Capital Planning
RELEASE DATE: AUGUST 5, 2024ESTIMATED DURATION: 60 MINUTES Determining a capital target for a credit union is an important
Determining a capital target for a credit union is an important and complicated process. The capital evaluation process includes regulatory requirements which establish minimum capital requirements designed to ensure public confidence in the banking system. Beyond that, the responsibly for a credit union’s capital planning and analysis process rests with the credit union’s board of directors and senior management. So it is helpful to ask, what level of capital your credit union would choose absent capital regulation. This session is designed to provide information on how capital adequacy can be determined and enhance your ability to discuss capital adequacy and capital planning with the regulator.
The training session is conducted by Steve Farrar. Steve spent 32 years with the National Credit Union Administration and currently provides consulting services to credit unions. During his time with NCUA, Steve served as the Vice President of Central Liquidity Facility, as Loss Risk Analysis Officer for the Office of Examination and Insurance, a Corporate Credit Union Examiner, and was a Problem Case Officer/Examiner. After retirement from NCUA he served as the CFO for a Large NCUA Conservatorship and currently provides consulting to credit unions across the country.
more
August 5, 2024 9:00 am(GMT-06:00)
05aug11:00 amBank Secrecy Act Compliance for LenderseTrain Webinar
RELEASE DATE: AUGUST 5, 2024ESTIMATED DURATION: 90 MINUTES Are you aware of the ways lending can be used to
Are you aware of the ways lending can be used to facilitate money laundering? If you thought the Bank Secrecy Act was limited to cash transactions, this webinar provides all the information you need to fulfill your BSA and OFAC duties as a loan professional. Even if you are aware of different money laundering and suspicious activity scenarios to look out for, this webinar will help keep you informed and up to date. With over 62 reasons for filing a Suspicious Activity Report, you know that at least several of them involve auto lending, credit cards, real estate lending. Because those in the lending or underwriting department often have more time with the applicant/consumer, they are uniquely positioned to spot unusual or suspicious activity. Seasoned veterans and even newbies have been known to identify irregularities during the loan process.
Attendees should include loan officers, loan managers, underwriters, loan support staff, branch management, audit and compliance.
Mary-Lou Heighs founded Compliance Plus, Inc. to help credit unions with the always changing world of compliance. She joined the credit union movement in 1989 and has worked as a loan officer, marketer, collector as well as almost every position within credit unions. After working in credit unions, she transitioned to the Research and Information department for the California Credit Union League where she provided compliance assistance to all California and Nevada Credit unions. As President of Compliance Plus, Inc. Mary-Lou now provides compliance training all over the country for various Leagues and credit unions nationwide.
more
August 5, 2024 11:00 am(GMT-06:00)
05aug11:00 amBank Secrecy Act Compliance for VolunteerseTrain Webinar
RELEASE DATE: AUGUST 5, 2024ESTIMATED DURATION: 60 MINUTES Although probably not at the top of your priority list as
Although probably not at the top of your priority list as a credit union volunteer, the requirements of the Bank Secrecy Act must be taken very seriously by the credit union and staff. The Board of Directors is ultimately responsible for the Bank Secrecy Act and Office of Foreign Assets Control (OFAC) programs, the Supervisory Committee must ensure that the policies set by the Board are being followed. This program is tailored to meet regulator expectations regarding the role of volunteers with these mandatory programs the credit union is required to follow. In this program you will learn about the need to create a “Culture of Compliance” from the top down, understand the need for proper designation of a qualified compliance officer, and the importance of providing adequate resources.
This webinar was created for all credit union volunteers: Board, Credit Committee, Supervisory Committee; Credit union support staff who do not handle member transactions may also benefit from the information presented here.
Mary-Lou Heighs founded Compliance Plus, Inc. to help credit unions with the always changing world of compliance. She joined the credit union movement in 1989 and has worked as a loan officer, marketer, collector as well as almost every position within credit unions. After working in credit unions, she transitioned to the Research and Information department for the California Credit Union League where she provided compliance assistance to all California and Nevada Credit unions. As President of Compliance Plus, Inc. Mary-Lou now provides compliance training all over the country for various Leagues and credit unions nationwide.
more
August 5, 2024 11:00 am(GMT-06:00)
05aug11:00 amBank Secrecy Act Compliance for Frontline StaffeTrain Webinar
RELEASE DATE: AUGUST 5, 2024ESTIMATED DURATION: 90 MINUTES Although Bank Secrecy Act compliance was NOT on the list of
Although Bank Secrecy Act compliance was NOT on the list of Supervisory priorities for NCUA last year, it continues to remain a hot topic for examinations. This webinar takes you through the requirements of
BSA and OFAC as they apply to frontline personnel. In this webinar we look at the responsibilities from account opening to reporting transactions and suspicious activity. It provides lists of red flags for frontline positions.
This webinar is geared to frontline staff, call center employees, branch management, audit and compliance.
Mary-Lou Heighs founded Compliance Plus, Inc. to help credit unions with the always changing world of compliance. She joined the credit union movement in 1989 and has worked as a loan officer, marketer, collector as well as almost every position within credit unions. After working in credit unions, she transitioned to the Research and Information department for the California Credit Union League where she provided compliance assistance to all California and Nevada Credit unions. As President of Compliance Plus, Inc. Mary-Lou now provides compliance training all over the country for various Leagues and credit unions nationwide.
more
August 5, 2024 11:00 am(GMT-06:00)
08aug10:00 am11:00 amSelf Care & CompassionIgnite Leadership Series
Self Care and Compassion: How to Help Employees Be Their Best at Home and WorkBusinesses are rightly beginning to recognize the importance of mental
Self Care and Compassion: How to Help Employees Be Their Best at Home and Work
Businesses are rightly beginning to recognize the importance of mental health and resiliency of their workers as critical to organizational success. The start of addressing mental health in the workplace is to create a space where employees feel comfortable asking for help. In this presentation, attendees will learn:
How front-line managers can create a culture where it is “ok to not be ok”
Individual tips to safeguard mental health and build resilience
What to do if you think a co-worker needs help
And more
Price
We are offering both an individual per-person rate and a credit union rate (for credit unions signing up multiple people)
$85 per person for each session
$399 per credit union for each session (best for organizations signing up 5 or more attendees)
*If you signed up for the 2024 annual package, you will be automatically signed up for each event.
more
August 8, 2024 10:00 am – 11:00 am(GMT-06:00)
12aug9:00 amThe Boards Role in Risk Management
RELEASE DATE: AUGUST 12, 2024ESTIMATED DURATION: 60 MINUTES Every credit union needs to identify the risks they face, and
Every credit union needs to identify the risks they face, and implement internal controls to mitigate losses. But where does the Board of Directors fit into the process? We will discuss the risk management process credit unions must follow, and help you gain an understanding of the role the Board must play.
Susan Landauer is a certified public accountant, with over 35 years of experience in the accounting and the financial services industry, most recently focusing for 20 years on forensic investigations. These forensic investigations include the tracing of hidden assets, net worth evaluations, embezzlements, and marriage and partnership dissolutions. She has qualified and testified as an expert witness in both federal and local courts.
Susan began her career with a big four accounting firm. She then worked for seven years at one of the nation’s top ten banking institutions, where she functioned as the Vice President and Financial Controller of the Trust subsidiaries and Private Banking department. Susan was then the Senior Vice President of the New York State Credit Union League.
more
August 12, 2024 9:00 am(GMT-06:00)
19aug9:00 amSelect Employee Group Field of Membership
RELEASE DATE: AUGUST 19, 2024ESTIMATED DURATION: 60 MINUTES Expanding your credit union’s field of membership by adding groups can
Expanding your credit union’s field of membership by adding groups can indeed be a strategic move. During this webinar we will review:
By following these steps diligently, you can expand your credit union’s field of membership strategically, serving more members and fostering growth for your institution.
With 34+ years with NCUA, Rick Mumm has worked as a Consumer Access Program Officer, Insurance Analyst, Supervision Analyst, Problem Case Officer, and Principal Examiner. He started at NCUA as a field examiner in Seattle, Washington. From there, Rick transferred to the then Region VI office in Concord, California as a Senior Supervision Analyst and then over to the Division of Insurance as a Senior Insurance Analyst. Rick transferred to Region V in Phoenix, Arizona when NCUA downsized from 6 to 5 regions. When NCUA merged all the Region Division of Insurances into CURE, he moved with the office after a stint in Special Actions. Rick spent 26 years specializing at NCUA in areas including field of membership, conversions, bylaws, mergers, and share insurance. While in Insurance, he saw many changes in field of membership policy and its implementation. He made several presentations to the NCUA Board and his creative solutions to solve credit union field of membership issues were incorporated into the Chartering and Field of Membership Manual. Today, he assists credit unions with all their field of membership, bylaw, or share insurance needs.
more
August 19, 2024 9:00 am(GMT-06:00)
22aug9:00 am4:00 pmCompliance Essentials: All Day Mortgage ComplianceCompliance Essentials
We heard you! You miss the all-day, in person classes. So we’re gonna deliver. We’ve combined a couple of originally scheduled mini-classes and will have
We heard you! You miss the all-day, in person classes. So we’re gonna deliver. We’ve combined a couple of originally scheduled mini-classes and will have an old-fashion, all day class where we will cover mortgage compliance regulations.
Agenda:
Place:
We will be holding this class in person and will also broadcast over Zoom. We’ll also record for viewing at a later date. But we hope you come in person.
more
August 22, 2024 9:00 am – 4:00 pm(GMT-06:00)
Association Office
455 E 500 S, Suite 400
RELEASE DATE: AUGUST 26, 2024ESTIMATED DURATION: 60 MINUTES In this session, we’ll delve into the critical role of AI
In this session, we’ll delve into the critical role of AI data in shaping the future of credit unions, focusing on the use of predictive analytics to transform raw data into actionable insights. You’ll learn about the latest trends in AI and data analytics, with a spotlight on practical use cases demonstrating how credit unions can leverage their existing data to predict member needs, enhance product development, and drive loan or member growth. Whether you’re looking to refine your marketing strategies, enhance acquisition efforts, or boost engagement, this session will provide the tools and insights necessary for success in an increasingly data-driven world. Don’t miss this opportunity to redefine the way your credit union utilizes AI data for a competitive edge in your marketplace.
Hilary A. Reed is a credit union industry thought leader, speaker, and expert in the fields of strategic marketing, branding, automation, and AI/data analytics, and has been involved in the credit union movement for nearly two decades. Prior to co-founding EmpowerFi, Reed served as SVP of Marketing for a credit union in the Philadelphia area for over a decade, and in 2015 was honored for her commitment to the field of marketing and was named the CUNA Marketing Professional of the Year. Drawing on decades of industry experience, Hilary and her firm help make marketing and data more actionable, accessible, and understandable – and personally, she thrives on helping organizations and their leaders embrace change, think bigger, and achieve organic growth by way of innovative thinking.
more
August 26, 2024 9:00 am(GMT-06:00)
26aug9:00 amBuilding a Data Strategy for Artificial Intelligence
RELEASE DATE: AUGUST 26, 2024ESTIMATED DURATION: 60 MINUTES In this comprehensive session, we will outline a strategic blueprint to
In this comprehensive session, we will outline a strategic blueprint to guide your credit union through the nuances of leveraging AI technologies to their fullest potential. By the end of this session, you will have a clear roadmap for building and implementing a data strategy that not only prepares your credit union for the AI revolution but also sets the stage for sustained growth and success in the digital age. Whether you’re just starting your AI journey or looking to refine your existing strategy, this webinar will equip you with the insights and tools needed to thrive in the rapidly evolving financial landscape.
Hilary A. Reed is a credit union industry thought leader, speaker, and expert in the fields of strategic marketing, branding, automation, and AI/data analytics, and has been involved in the credit union movement for nearly two decades. Prior to co-founding EmpowerFi, Reed served as SVP of Marketing for a credit union in the Philadelphia area for over a decade, and in 2015 was honored for her commitment to the field of marketing and was named the CUNA Marketing Professional of the Year. Drawing on decades of industry experience, Hilary and her firm help make marketing and data more actionable, accessible, and understandable – and personally, she thrives on helping organizations and their leaders embrace change, think bigger, and achieve organic growth by way of innovative thinking.
more
August 26, 2024 9:00 am(GMT-06:00)
27aug9:30 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
August 27, 2024 9:30 am – 2:00 pm(GMT-06:00)
September
Learn how leading credit unions use core strategies to retain members, drastically reducing churn and increasing overall deposits. This webinar will share strategies that any credit union can
Learn how leading credit unions use core strategies to retain members, drastically reducing churn and increasing overall deposits. This webinar will share strategies that any credit union can easily deploy within their organization. Discover which products create the greatest perception of value and which products enhance stickiness, leading to greater retention and overall profitability.
Attend the webinar to learn:
more
September 4, 2024 12:00 pm – 1:00 pm(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.
more
September 9, 2024 9:00 am(GMT-06:00)
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.
more
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.
more
September 10, 2024 9:30 am – 2:00 pm(GMT-06:00)
11sep12:00 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.
more
September 11, 2024 12:00 pm – 2:00 pm(GMT-06:00)
Association Office
455 E 500 S, Suite 400
16sep1:00 amRegulation Z: Truth in Lending Act (TILA)eTrain Webinar
RELEASE DATE: SEPTEMBER 16, 2024ESTIMATED DURATION: 60 MINUTES Regulation Z protects people when they use consumer credit.
Regulation Z protects people when they use consumer credit.
Consumer credit includes but is not limited to:
The regulation covers topics such as:
While Regulation Z is not a new rule, it still proves to be very complex to understand and follow. Join Crystal Streeper with ViClarity, to review our regulators updates, problematic items within the rule, and a breakdown of understanding the regulations’ purpose. Register today!
Crystal Sagum has over 14 years of experience in the financial industry, specializing in credit union operations, lending, and compliance. Currently a Compliance officer with ViClarity, Crystal provides state and regulatory compliance assistance and training to our affiliated credit union leagues and partners in California/Nevada along with various credit unions nationwide. At ViClarity, we support credit unions with a variety of services and solutions that tackle governance, risk, and compliance management, so you can stay focused on your mission to improve the financial wellbeing of your members and communities.
more
September 16, 2024 1:00 am(GMT-06:00)
Join us for a full day of the latest Bank Secrecy Act Information from a variety of presenters. The exact agenda is TBD, but here is what we
Join us for a full day of the latest Bank Secrecy Act Information from a variety of presenters. The exact agenda is TBD, but here is what we are planning:
Time: 9:00 AM – 4:00 PM
Location: In-person and online. (Zoom links will be provided to online registrants prior to meeting)
Cost: This class is FREE to all member credit unions
more
September 17, 2024 9:00 am – 4:00 pm(GMT-06:00)
Association Office
455 E 500 S, Suite 400
30sep1:00 amPayments FraudeTrain Webinar
RELEASE DATE: SEPTEMBER 30, 2024ESTIMATED DURATION: 60 MINUTES Financial thieves are always looking for cracks in today’s payment systems.
Financial thieves are always looking for cracks in today’s payment systems. Some typical schemes include phishing, spoofing, and identity theft. This webinar will help you develop effective anti-fraud policies and procedures to mitigate risk and protect your financial institution.
Patty Presta, AAP, NCP, Vice President of Professional Development Events – Patty Presta, AAP, NCP is Vice President of Professional Development Events at WesPay and has conducted ACH training since 1994. Her responsibilities include training financial institutions through live workshops, webinars, and webcasts, as well as consulting on such topics as ACH Origination, Risk Management, Elder Financial Abuse, Human Trafficking and other electronic payment-related issues. Patty has taught at many industry conferences including NACHA’s Payments Conferences and Payments Institute.
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.
more
September 30, 2024 1:00 am(GMT-06:00)
October
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)
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)
04oct8:30 am4:00 pm2024 Quantum Group Conference
2024 Quantum Group Conference Join us for a one-day event designed specifically for small credit unions, where you’ll gain invaluable insights, networking
2024 Quantum Group Conference
Join us for a one-day event designed specifically for small credit unions, where you’ll gain invaluable insights, networking opportunities, and strategies to thrive in the ever-evolving financial landscape. We will be covering IT/Cyber Security, retaining talent as a small credit union, and more.
Conference Highlights:
The price is FREE for member credit unions
Check-in begins at 8:30 am. Breakfast and lunch will be served.
Full agenda coming soon!
more
October 4, 2024 8:30 am – 4:00 pm(GMT-06:00)
Association Office
455 E 500 S, Suite 400
07oct1:00 amStop PaymentseTrain Webinar
RELEASE DATE: OCTOBER 7, 2024ESTIMATED DURATION: 60 MINUTES Stop that check! (or ACH or debit card transaction) What is
Stop that check! (or ACH or debit card transaction) What is the credit union’s responsibility for addressing requests to place a stop payment? Who has the authority to place a stop payment? Does it make a difference if it is a cashier’s or teller’s check? What is the credit union’s liability if it fails to honor a properly placed stop? These are just some of the issues we tackle in this webinar, along with the timing requirements, return reasons and many other aspects related to stopping payment on thesder items.
This webinar is intended for anyone who deals with stop payment requests : tellers, member serve representatives, branch managers; call center representatives, back-office employees, audit and compliance.
Mary-Lou Heighs founded Compliance Plus, Inc. to help credit unions with the always changing world of compliance. She joined the credit union movement in 1989 and has worked as a loan officer, marketer, collector as well as almost every position within credit unions. After working in credit unions, she transitioned to the Research and Information department for the California Credit Union League where she provided compliance assistance to all California and Nevada Credit unions. As President of Compliance Plus, Inc. Mary-Lou now provides compliance training all over the country for various Leagues and credit unions nationwide.
more
October 7, 2024 1:00 am(GMT-06:00)
09oct12:00 pm2:00 pm@Lunch Networking: Collections
Professionals from Utah’s credit unions who work in collections are invited to join us for this round table to discuss pressing (or not pressing) issues on your mind.
Professionals from Utah’s credit unions who work in collections are invited to join us for this round table to discuss pressing (or not pressing) issues on your mind. This will be the second collections @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.
more
October 9, 2024 12:00 pm – 2:00 pm(GMT-06:00)
Association Office
455 E 500 S, Suite 400
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
more
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.
more
October 30, 2024 12:00 pm – 2:00 pm(GMT-06:00)
Association Office
455 E 500 S, Suite 400
November
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!
more
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.
more
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.
more
November 13, 2024 9:00 am – 4:30 pm(GMT-06:00)
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.
more
November 14, 2024 9:00 am – 4:30 pm(GMT-06:00)
Association Office
455 E 500 S, Suite 400
18nov9:00 amRobbery Prevention Training
RELEASE DATE: NOVEMBER 18, 2024ESTIMATED DURATION: 60 MINUTES The goal of this course is to help Credit Union staff
The goal of this course is to help Credit Union staff and security personnel to consider ways to prevent robberies at their facilities as well as to keep them and the members safe from traumatizing experiences caused by a robbery.
Safety Measures
From 2003 to the present, Credit Union robberies have been on the decline. Law enforcement credits it to there being better safety measures in place. Things like robbery deterrence signs, security cameras, panic buttons and silent alarms, bullet-resistant glass, and barriers. Safety Measures that will be address include:
Training and Preparation
Training and preparation are valuable for deterrence. Developing and regularly rehearsing robbery response procedures ensure that staff members know what to do in case of a robbery, including how to activate alarms, provide descriptions of suspects, and help law enforcement. Get your repetitions in before you need to use them. In this section we will discuss:
Techniques to Prevent a Robbery
Prevention techniques are not limited to physical security measures. We will discuss techniques you can practice to prevent a robbery once the robber is in the credit union. In this section we will discuss:
Troy Smith is a Negotiation Instructor and Coach at The Black Swan Group, he is a retired San Antonio Police Department officer who spent 23 years with the department, including 22 years in specialized units—such as the SWAT/Crisis Negotiators team and the U.S. Marshals’ Fugitive Task Force. During his career, Troy was involved in more than 300 hostage negotiations, including 270 as a lead negotiator. He never lost any of them.
more
November 18, 2024 9:00 am(GMT-06:00)
19nov12:00 pm2:00 pm@Lunch Networking: Lending
Professionals from Utah’s credit unions who work in lending are invited to join us for this round table, where you can discuss pressing (or not pressing) issues on
Professionals from Utah’s credit unions who work in lending 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.
more
November 19, 2024 12:00 pm – 2:00 pm(GMT-06:00)
Association Office
455 E 500 S, Suite 400
21nov10:00 am12:00 pmAdvertising ComplianceCompliance Essentials
Our November Compliances Essentials Class will provide a comprehensive look at advertising compliance, including: Deposits Consumer Loans
Our November Compliances Essentials Class will provide a comprehensive look at advertising compliance, including:
more
November 21, 2024 10:00 am – 12:00 pm(GMT-06:00)
December
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.
more
December 2, 2024 9:00 am(GMT-06:00)
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!
more
December 3, 2024 10:00 am – 11:00 am(GMT-06:00)
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-06:00)
Association Office
455 E 500 S, Suite 400
RELEASE DATE: DECEMBER 9, 2024ESTIMATED DURATION: 60 MINUTES In today’s digital age, written communication skills are more important than
In today’s digital age, written communication skills are more important than ever, especially when it comes to email. Join us for an insightful webinar where we delve into the nuances of effective written communication, with a special focus on email correspondence spanning various age groups.
Equip yourself with the skills and strategies needed to excel in written communication, particularly in the context of email correspondence across generations. Whether you’re a seasoned professional or just starting your career, this webinar will provide valuable insights to enhance your communication effectiveness and build stronger connections in today’s diverse workplace.
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.
more
December 9, 2024 9:00 am(GMT-06:00)
10dec12:00 pm2:00 pm@Lunch Networking: Tech
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
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.
more
December 10, 2024 12:00 pm – 2:00 pm(GMT-06:00)
Association Office
455 E 500 S, Suite 400
12dec11:00 am1:00 pmCompliance Resources PotluckCompliance Essentials
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
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?
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.
more
December 12, 2024 11:00 am – 1:00 pm(GMT-06:00)
Association Office
455 E 500 S, Suite 400
January
15jan12:00 pm2:00 pm@Lunch Networking: Operations
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
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.
more
January 15, 2025 12:00 pm – 2:00 pm(GMT-06:00)
Association Office
455 E 500 S, Suite 400
February
No Events
March
No Events
April
No Events
May
No Events
June
No Events