Event Calendar

May 2013 – February 2014

May 16 Thu
HR Network @ League Education Center, Meriden
9:00 am – 11:00 am

 human-resources-2HR Network

Some suggested topics are as follows:
• Coaching poor performers out the door
• Winning at unemployment hearings
• Managing employee conflict (i.e.:  conflict between two employees)
• Supervisor Training Topics
• Dealing with young/immature employees
• Motivating seasoned employees
• Fun employee events

To Register, contact Susan O’Loughlin:
soloughlin@culct.coop
• (203) 608-7061

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

 

Aug 15 Thu
Healthcare Credit Unions Meeting @ Credit Union League of Connecticut
9:00 am – 11:00 am

MedicalSymbolSmallHealthcare Credit Unions
August Meeting

Topic:
Changes in the healthcare industry and their effect on healthcare credit unions into 2014.

If you have any questions or additional topics, please contact Nick Moalli at nmoalli@culct.coop, 203-631-7123 or 203-608-7059.

Please Register to attend by end of work day Monday, August 5, with Susan O’Loughlin at soloughlin@culct.coop or 203-608-7061 (800-228-2285, ext. 7061).

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.

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

“CFPB Mortgage Regulations Updates” Training Session

Agenda

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.

Feb 11 Tue
ACH Exception Handling for RDFIs @ Webinar
2:00 pm – 3:00 pm

NEACH logo with TM


WHAT YOU NEED TO KNOW TO
BE COMPLIANT AND MITIGATE LOSSES

Stay up-to-speed on the ACH Exception Process with NEACH’s upcoming session

ACH Exception Handling for RDFIs
February 11, 2014
2:00 PM – 3:00 PM

When an ACH payment is unable to be processed, the result is an “exception item”.  This session is an in-depth view of the ACH exception process from the view of the RDFI. For RDFIs, improper handling of exception items may lead to losses or major compliance violations.  This session will review the various and numerous exceptions for RDFIs and address the proper steps in handling each item.

HOW TO REGISTER for NEACH Education: 

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.