Event Calendar

May 21 Tue
Moran/Nixon Chapter Meeting @ J. Timothy's Taverne
5:30 pm – 9:00 pm

Agenda

  • 5:30   Cash Bar
  • 6:30   Dinner
  • 7:45   Meeting
  • 8:00  Speaker

Program
BSA Training

Speaker
Judy Britt, Training & Compliance Coordinator, CU League of CT

Buffet Dinner – $36.00 per person
Includes Baked Scrod, Tenderloin Beef Tips, and Vegetarian Lasagna.

Click for the meeting Registration Flyer. [to come]

Registration Deadline: Friday, May 17, 2013

______________________________________________________________

Young Professionals are always welcome to attend!

Seasons FCU is sponsoring the attendance of up to 5 Young Credit Union Professionals at Chapter meetings throughout 2013.

Please extend the invitation to any young professional at your credit union!
________________________________________________

Make checks payable to Moran/Nixon Chapter of CULCT.

Send to:
Barbara Thorpe
MiddConn Federal Credit Union
213 Court Street, Suite 101
Middletown, CT 06457

 

Jun 13 Thu
Board Financial Literacy Training @ Credit Union League of Connecticut
5:00 pm – 7:00 pm

NCUA’s Letter to Federal Credit Unions #11-FCU-02, issued in February of 2011, requires that directors of FCUs “must have at least a working familiarity with basic finance and accounting practices, including the ability to read and understand the credit union’s balance sheet and income statement.”

It continues, “A director must understand these financial statements to participate in a meaningful manner in the direction and control of the institution.”

This session will be for NEW DIRECTORS who have joined your board since the last required training in the fall of 2012. This will be a two-hour session from 5:00-7:00 p.m. Sandwiches will be served. There is no cost to attend.

Topics will include:
• Balance sheet and income statement basics
• What does ‘off balance sheet’ mean
• The importance of trend analysis (tables or graphs)
• Key financial ratios
• What does ‘accrual accounting’ mean
• Delinquency reporting
• What is the Allowance for Loan and Lease Losses contra asset account and how is it related to the Provision for Loan and Lease expense
• NCUA 5300 quarterly reports
• Budgeting and ALM basics
• The risks: credit, liquidity, interest rate, compliance, strategic, transaction, and reputation
• Peer analysis
• Internal controls
• Asking the right questions

Jun 18 Tue
Policy Works Compliance Webinar: Intro to Truth in Lending/Reg Z @ Credit Union League of Conecticut
9:30 am – 11:30 am

policy_works_logo

 

The Truth in Lending Act (TILA) and the implementing regulation, Regulation Z, is a significant part of lending compliance. This session will be an introduction to TILA and Regulation Z, covering definitions, open-end loan disclosure requirements, closed-end loan disclosure requirements, as well as the special requirements for mortgages and credit cards. Attendees will learn the basics about compliance with this significant lending law.

TILA-RegZThe webinar will be followed by an ‘open discussion’ at the conclusion of the program.

Click for the Registration Flyer.

These webinars will be placed on the League’s member-protected area of the website.

Jul 23 Tue
Cooperative Advertising Committee Meeting @ League Education Center, Meriden
2:00 pm – 4:00 pm

2014CoopAdvCampaignSign25pc2014 Cooperative Advertising Campaign

Committee members are asked to plan for this important planning session. Please notify Kelly if you are not able to attend.

If you are a committee member currently and feel you are unable to serve at this
time, please let Kelly know. Also, if you have any  recommendations for new
members of this committee, please let Kelly know.

Kelly R. Fuhlbrigge
203-500-9293
kfuhlbrigge@culct.coop

 

Oct 1 Tue
New Haven Chapter Meeting @ Brothers Restaurant
5:30 pm – 8:30 pm

Topic:  Financial Reality Fairs

Speaker:  Barb Bass, VP Education & HRD, Credit Union League of Connecticut

Agenda
5:30-6:15 p.m.    Cash Bar / Appetizers
6:15-7:15 p.m.     Dinner / Buffet
7:15                     Meeting

Dinner
Buffet Style – Only $22.00 per person!
Includes Sausage and Peppers – Chicken Florentine – Baked Scrod – Sliced Roast Beef – Stuffed Shells – Caesar Salad

Click for Chapter Notice and Registration information.

Oct 3 Thu
Hartford Chapter Meeting @ The Chowder Pot
5:00 pm – 8:00 pm

Hartford Chapter Meeting

Agenda
Social Hour – 5:00 p.m. - Cash Bar
Dinner – 6:00 p.m.
Program – 7:00 p.m.

Program
“What’s Going On at Your League”

Presented by Keith Wiemert, Interim CEO of the Credit Union of Connecticut, President & CEO, Seasons FCU

Dinner Choices
1. Roast prime Rib $43
2. Chicken Marsala $33
3. Baked Stuffed Shrimp $39

Please reference your name and meal choice.

***Please bring a raffle prize***

Please mail checks by September 25th, to Andres Ilanos, Nutmeg State FCU, 521 Cromwell Ave., Rocky Hill, Ct 06416. Please reference “10/03/13″

Click for Chapter Notice event information.

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.

Nov 6 Wed
New Haven Chapter Meeting @ Brothers Restaurant
5:30 pm – 8:15 pm

When:       Monday, March 4th, 2013

Where:     New Haven County Credit Union

450 Universal Drive

North Haven, Ct 06473

Agenda:   5:30  – Pizza and soft drinks available

5:45  – Brief Meeting and Election of Officers

(There will be no program, and the meeting should not run more

than 30 minutes.) 

**** If anyone is interested in a position, please let Jim know. ****

Cost:          No Cost to attend!

Please call Jim Howard to let him know you will attend

@ 203-234-8773 x 109, or email him at jhoward@nhccu.com,

so that he knows how many pizzas to order!

He will be ordering the pizza at four, so please

make sure you call beforehand!

 

NewHavenNotice11-6-13

Nov 21 Thu
Stamford Chapter Breakfast Meeting @ Le Pain Quotidien
9:00 am – 11:00 am