Event Calendar

October – November 2013

Oct 8 Tue
Moran/Nixon Chapter Meeting @ Violi's Restaurant at Hunter's Golf Course
5:30 pm – 9:00 pm

UniteForGoodWordsBlockGet a Jump on
International Credit Union Week

Speaker Michael Savenelli, Sr. of BCI Financial will discuss Reverse Mortgages—What Has Changed & Common Misconceptions

Mike will give us an update on the Reverse Mortgage market. BCI has worked with 30-plus Connecticut credit unions who see the value in offering reverse mortgages to their members.

Credit Unions are asked to donate door prizes

Registration Deadline:  Thursday, October 3, 2013

Click for the Chapter Notice and registration form.

Oct 9 Wed
Financial Reality Fair – Hamden @ Hamden High School
7:30 am – 1:00 pm

FinancialRealityFairLogoWatch for news about the Financial Reality Fair to be held at Hamden High School on this date!

Many volunteers are needed to insure the success of this important educational activity. Please consider volunteering!

Oct 14 Mon
Columbus Day Holiday
Oct 14 all-day

ColumbusDayGraphicColumbus Day Holiday

League offices will be closed for the holiday and will reopen on Tuesday, October 15th for normal business hours of 8:30-4:30.

We wish all of our members and visitors to have a safe and relaxing holiday!

Oct 16 Wed
YP Meet-up at Gouveia Vineyards
5:00 pm – 8:00 pm
Oct 17 Thu
NEACH – Compliance Day Workshop – updated annually @ Double Tree Hotel
10:00 am – 3:30 pm

Compliance Contract-smallThe ACH Network does not exist in a vacuum. Understanding the multi-layered regulatory requirements can help your institution identify potential problems and address issues of non-compliance. This workshop helps participants understand the impact of outside regulations on ACH Entries and is a must for Compliance Officers or any person responsible for ACH processing compliance.

Session content will focus heavily on NACHA Operating Rules compliance as it relates to both receiving and originating ACH Entries. The presenter will also address how other regulations such as Federal Regulations D, E,GG; UCC 4A; and OFAC impact ACH processing and compliance.

Issues that will be discussed include:
• Importance of up-to-date policies and procedures
• Taking action based on audit results
• How to best comply with your obligations under NACHA Operating Rules

Oct 18 Fri
Premier Wine Tasting Event! @ Mohegan Sun
6:30 pm – 8:30 pm

Premier Wine Tasting Event!

Dress: Black Tie Optional/Dressy Dinner-Cocktail Party Wear

Cost: $100 per person ($75 for Young Professionals)*
*If you would like to assist our political action committee with your payment to this event please contact Kelly Fuhlbrigge. Otherwise, credit union checks can be made out to Credit Union League of CT. Payment can be made the day of the event.

Click for event registration form and hotel discount information.

Please FAX registration forms to Susan O’Loughlin at 203-294-4882 or email them to kfuhlbrigge@culct.coop. Thank You!

Oct 22 Tue
Bridgeport Chapter Meeting @ Augustyn’s Blue Goose Restaurant
4:30 pm – 8:00 pm

 Bridgeport Chapter Meeting

 Tuesday, October 22th, 2013

 Augustyn’s Blue Goose Restaurant

 326 Ferry Blvd.

 Stratford, CT

 

Speaker:    Timothy Shore, Training Manager, Seasons FCU

Program:   Robbery Training

Agenda:    4:30-5:30 p.m.     Robbery Training

5:30-6:00 p.m.     Social Hour (cash bar)
6:00-7:00 p.m.     Dinner – $35.00 per person
7:00 p.m.             Chapter Meeting

Featuring a League Update by Keith Wiemert

Dinner:      Roast Prime Rib au jus – Slowly roasted, cooked to your taste

Stuffed Shrimp – With crabmeat stuffing

Chicken Parmigiana – Topped with cheese & marinara sauce

Atlantic Salmon – Grilled with seasoned crumbs

 

Deadline to Register:   Tuesday, October 15, 2013

 

Bridgeport Chapter Notice – October 22, 2013

Oct 29 Tue
E-Banking and Information Security Compliance @ League Education Center
9:00 am – 12:00 pm

E-Banking and Information Security Compliance

Speaker: Kris Buckley, President, Buckley Technology Group
Buckley Technology Group assists credit unions and other financial institutions with the technology and regulations specific to the financial services industry.

This event will cover a number of online banking compliance topics including:

-Electronic Banking Threats and Security

-Opening and Maintaining Accounts On-line

-Mobile Banking

-Remote Deposit Capture

For more information or to register click for the registration form.

Oct 30 Wed
Financial Reality Fair – State Capitol, Hartford @ State Capitol, Hartford
7:30 am – 1:00 pm

FinancialRealityFairLogoOur Financial Reality Fair held at the State Capitol is an annual event that attracts legislators and government officials interested in seeing the kind of practical financial education that Connecticut credit unions are providing state high school students.

Hundreds of students from surrounding towns participate in this stimulating venue – our historic State Capitol Building!

Many volunteers are needed to insure the success of this important educational activity. Please consider volunteering!

Watch for more information on this exciting event!

Nov 5 Tue
Enterprise Risk Management – Speaker Workshop Series @ Ashlar Village
9:00 am – 12:00 pm

alloya-corporate-federal-credit-union-logoWorkshop Leader:
John Collins
Alloya Corporate FCU

Taking risk, and balancing it with returns, is one of the most fundamental things
all financial institutions – including credit unions – do.
While all organizations understand that balancing risk versus return is vitally important, few evaluate risk as a whole across their organization. Understanding systemic risk and how it can be mitigated allows organizations to better manage this critical process.

The program will explore Enterprise Risk Management (ERM) through an interactive presentation and dialog. The morning session will cover the basics of what ERM is and why it is important to credit unions, the regulatory requirements surrounding ERM, and how some have implemented ERM in their organization. It will also cover policy, procedure and governance.

The afternoon session will review a model program and provide a template for attendees to develop ERM programs that can be tailored to their individual credit unions. Attendees will leave the session with the necessary tools to develop and implement an ERM program at their shop.

The program presented will address the following questions:
• What is ERM?
• Why is ERM important?
• Are there any regulatory requirements for ERM?
• What are people in the credit union industry doing for ERM?
• What would model ERM program look like?
• What would an ERM policy look like?

Sponsored by CUNA Mutual Group