Event Calendar

Muti-Chapter Holiday Meeting NEW DATE AND TIME! @ Aqua Turf
Dec 11 @ 6:00 pm – Dec 11 @ 9:30 pm
Muti-Chapter Holiday Meeting NEW DATE AND TIME! @ Aqua Turf  | Southington | Connecticut | United States



Please let us know if you can make it to the event tomorrow by emailing Barbara Thorpe, bthorpe@middconn.com with your meal plan and confirmation of the new date and time! Thanks

Date:                      Tuesday, December 11, 2013
Location:               Aqua Turf – Plantsville     Wagon Room
Time:                      6:00   Social Hour    cash bar and Harvest Table
                                7:00   Dinner
                                8:00   Business Meeting

Meal Selections:    $60 per person
                                Prime Rib
                                Shrimp Scampi
                                Chicken Florentine
                                Vegetarian Lasagna
Other:                     Annual Toys for Tots Drive  (please bring an unwrapped toy to the meeting;  they will be donated to the Marine Corps’ Toys for Tots Campaign
                                Mystery Raffle
                                Musical Entertainment
Marketing Network Meeting @ League Education Center
Dec 12 @ 9:00 am – 12:00 pm

Please bring samples of your marketing efforts to the Marketing Network meeting scheduled for 9:00 on Thursday, December 12h.


Please register with Susan O’Loughlin at soloughlin@culct.coop if you plan on attending.

GAC Crasher Deadline
Dec 17 @ 11:30 pm – 12:00 am

GAC-2014-Text-RGBWhat?! You mean a free trip to Washington DC? yea, yupp, yesssssir…

Applications now open to Connecticut young professionals to Crash the 2014 CUNA GAC!

The Credit Union League of CT is partnering with the Cooperative Trust and Credit Union National Association (CUNA) to make the 2014 “Crash the GAC” event bigger and better than ever.

For this year’s Government Affairs Conference (GAC) in Washington D.C., Feb 23‐27, CUNA and the Cooperative Trust are looking to send one young professional from each state and the District of Columbia to Crash the event. In addition to the core schedule of GAC events, crashers will take part in exclusive sessions that will provide a greater focus on credit union advocacy and activities that can help to grow and promote credit unions on the state and federal level.

Each crasher will receive a full conference registration, courtesy of CUNA, and a Cooperative Trust membership. Travel, hotel and food costs are the responsibility of the crasher and their credit union but the CT League will be providing up to $2000 for travel and hotel costs.

More information can be found at  and applications are due by December 17, 2013. If you have any questions, please contact mpetroni@culct.coop  or the Cooperative Trust at trust@trust.coop.

Prize-Linked Savings Webinar
Dec 18 @ 10:00 am

Please join us for a webinar to discuss Prize-Linked Savings (PLS) opportunities in Connecticut on Wednesday, December 18, 2013 at 10:00 a.m.

To register please contact Susan O’Loughlin at soloughlin@culct.coop.

During the 2013 legislative session, the CT General Assembly passed a bill that allows credit unions to offer savings promotion raffles – savings products that offer prizes in order to incent increased savings activity.  Connecticut is the 8thstate to pass similar legislation, following in the footsteps of Nebraska, Rhode Island, Washington, North Carolina, Maryland, Maine, and Michigan.As financial institutions, you are acutely aware of the importance of savings as part of someone’s financial portfolio.

The webinar will feature Doorways to Dreams Fund, a national non-profit that has been providing technical assistance, advice, and evaluation for PLS products around the country.  In this webinar, we will cover:

  • The basics of PLS
  • Overview of Connecticut law
  • Success/Impact in other states
  • Implementation considerations/how-tos

Please join us for a great conversation. Attending this webinar is not considered to be an indication of commitment to offer the product – the goal of the meeting is to get a shared understanding of the opportunity, discuss options in Connecticut, and see what credit unions would like to explore a prize-linked savings product. Please share this invitation with any relevant staff or other credit union partners.

For more information about savings promotion raffles/prize-linked savings products, the experience in Michigan with Save to Win, and additional new research, please visit


“CFPB Mortgage Regulations Updates” Training Session @ Il Monticello
Jan 9 @ 9:00 am – 4:30 pm
“CFPB Mortgage Regulations Updates” Training Session @ Il Monticello | Meriden | Connecticut | United States

“CFPB Mortgage Regulations Updates” Training Session


9:00 –11:30 Attorney Robert Rutkowski    

Mortgage Loan Originator Rules, Escrow Accounts and New Requirements Based on CFPB Rules and Mortgage Servicing Rules Update.  Rob’s presentation will be comprehensive and cover many of the rules that will be changing in 2014 and 2015. 

Lunch 11:45 – 12:30

12:30 – 1:30 Elizabeth Ellis, CFPB

CFPB overview of changes to Mortgage Regulations

1:30 – 2:45 Roundtable/Panel Discussion

Hear what other credit unions are doing to prepare for 2014! Bring your questions!

2:45 Break

3:00 – 3:30 Attorney Jay Hershman

New HUD Closing Statements

CFPB Vendor Compliance Update

3:30 – 4:30 Michael Savenelli SR, BCI Financial Corp

Product update, CFPB changes and how they affect Reverse Mortgage process.



Please email Sue at soloughlin@culct.coop to register or fill out this registration form.

Loan Participation Education Session @ Ashlar Village
Jan 14 @ 9:30 am – 3:00 pm
Loan Participation Education Session  @ Ashlar Village  | Wallingford | Connecticut | United States

Please register for this session by:

E-mail:  soloughlin@culct.coop
Fax form to:  (203) 294-4882

Registration form

Strategic Loan Participations: The Good, the Bad and maybe the Ugly

Loan participations will be a hot topic in 2014.  Total Loan participation balances increased over 30%.  There are great benefits to selling credit unions as well a purchasing credit unions.  However, NCUA has issued strict regulations on loan participations.  The regulations encompass everything from due diligence requirements to servicing and of course, everything in between.  This key and timely program will provide and cover the following:

  • An overview of loan participations;
  • Address the benefits and the risks;
  • Provide a comprehensive review of regulations;
  • Checklists;
  • Best practices; and
  • Extensive handouts including sample contracts.

After lunch, Patricia Ouellette from NCUA will be speaking on NCUA’s revised Participation Rule and what examiners will be looking for during the exam.


 E. Andrew Keeney

Kaufman & Canoles

This half day program will be presented by a nationallyrecognized credit union attorney, Andy Keeney.  Andy is co-chair of the Kaufman & Canoles national credit union team and currently serves as the General Counsel for numerous credit unions.  He is a top speaker at industry events and regularly receives rave reviews.  Mr. Keeney has represented credit unions for over 35 years.  His practice includes all aspects of credit union representation.


Patricia Ouellette

NCUA, Principal Examiner

Patricia is formerly a Regional Lending Specialist, who recently returned to the field examiner ranks as a Principal Examiner in Springfield, MA.  Prior to joining NCUA, Tricia worked in various capacities in the Massachusetts Department of Banking.

411 on Politics in Industries with Senator Murphy @ Morton's Steakhouse
Jan 21 @ 5:00 pm – Jan 21 @ 7:00 pm
NEACH Webinar: New ACH Rules Requirements and Their Effect on Your Credit Union @ Webinar
Jan 28 @ 2:00 pm – 3:00 pm

NEACH logo with TM


Join NEACH as we explore new ACH Rules requirements and their effect on your Credit Union

2014 Rules Implementation
Tuesday, January 28, 2014
2:00 PM – 3:00 PM

In 2014, NACHA Operating Rules changes are scheduled to go into effect and will have an impact on both RDFIs and ODFIs. This session will review the 2014 Rules changes and their impact on your Operations. Participants will leave this session with a checklist of specific issues that may affect your operations.



NEACH members:  Register at the member price of $195 for single events.

Non-NEACH members that are affiliated with the League:   Register at the reduced price of $220, a $75 discount off the non-NEACH member price of $295. Registration can be completed on the NEACH website, non-members must use promotion code-CTLEAGUE to receive the discount, and a link to the registration form is also is included in the email.

Register online at www.neach.org/education or download the registration form and fax to 781-338-9627.

Summary of Event Fees:

•           NEACH Members – $195 per event

•           Non-NEACH Members(CT CU League Member) – $220 per event

•           Non-Members – $295
Membership status will be verified upon receipt of registration, notifications of any cost adjustments will be made via email.



New England College of Business Webinar for Credit Union Professionals @ Webinar
Jan 29 @ 12:30 pm – 1:00 pm
New England College of Business – An education benefit for the members of the Credit Union League of Connecticut
Join us for a webinar on January 29, 2014,from 12:30 – 1:00 PM EST.
Credit Union League of Connecticut has partnered with New England College of Business and Finance (NECB) to bring an excellent educational benefit to all employees, their immediate family members and members of the credit union – approximately 25% reduction in tuition. (Students may also be eligible to transfer credit for other college coursework and qualify for financial aid.)This webinar will provide an overview of the career-focused academic programs offered by NECB, including tuition and admission requirements, and the online learning platform.For over 100 years, NECB has been educating business professionals. All accredited Associate’s, Bachelor’s and Master’s degree programs are offered online, through a state-of-the-art e-learning system, which allows working adults to pursue their degree and balance work and family obligations.

After registering, you will receive a confirmation email containing information about joining the webinar.
CT Directors College @ University of Hartford Conference Center
Jan 31 @ 8:30 am – 4:00 pm
CT Directors College

January 31, 2014
Hartford, CT
Come hear League President Jill Nowacki speak on Marketing & Succession Planning and Kelly Fuhlbrigge address the CT Legislative Landscape at this year’s Directors College in Hartford, CT on Friday, January 31, 2014. The Credit Union League of Connecticut, NASCUS, and the Connecticut Department of Banking Financial Institutions Division encourage all state and federal credit union board members, supervisory committee members and other volunteers along with credit union management to attend this important one-day educational event. The day features sessions on Fraud Security issues, BSA for Board members, Economic update and National issues impacting credit unions. Registration is $75 per person.If you have any questions, email isaida@nascus.org.
CT Directors College
Fee For Event

– See more at: http://www.nascus.org/omnisam/event/eventreg_info.cfm?product_id=229#sthash.xLo7dHr3.dpuf