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October
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.
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October 7, 2024 1:00 am(GMT-06:00)
08oct6:30 pm8:30 pmCU Training Night-Salt Lake County
CU Training Night-Salt Lake Join Scott Simpson for valuable training, all while enjoying a nice dinner. Since it is an election year,
CU Training Night-Salt Lake
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 Provisions Restaurant in Salt Lake City
Dinner starts at 6:30 PM.
*We do not need individual names for this event. Select the number of meals required for your group.
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October 8, 2024 6:30 pm – 8:30 pm(GMT-06:00)
Provisions Restaurant
3364 S 2300 E
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.
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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
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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
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!
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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)
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.
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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.
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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.
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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:
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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.
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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!
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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.
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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.
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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.
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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.
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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.
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January 15, 2025 12:00 pm – 2:00 pm(GMT-06:00)
Association Office
455 E 500 S, Suite 400
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