March 2013 – February 2015
Morning – Melanie Gluck, MasterCard
Afternoon – Tucker Foote, MasterCard
Morning Session: The Next Generation of Payments: The Future is Now
There is an urgent need for U.S. Payment Providers to position EMV and Mobile technology as strategic imperatives.
Have any of the following questions been addressed at your credit union?
- What is EMV?
- How is it used outside of the U.S.?
- Why are we talking about it now?
- What are the liability shift timelines for issuers and merchants?
- What are the key benefits (reduced fraud and loyalty/usage uptake)
- What is our strategy related to EMV?
- Do we agree it’s important?
- Do we think the time is right to think about reissue on a mass or rolling basis?
- How long would it take to be ready?
- Have we discussed a mobile payments strategy?
- Are we concerned about losing transactions?
To address these issues, we are pleased to present a Retail Payments Strategy Discussion. The program will feature an overview of EMV and Mobile Technology and how they will affect your short- and long-term retail strategies.
Afternoon Session: Payment Systems Legislation & Regulatory Compliance
Given the current credit regulation tenor and speculation on the possibility of heightened oversight, this workshop will address how to protect your debit and credit card operations from further
Specific legislative topics will include:
- The merchant community’s lobbying efforts to expand interchange regulations;
- Future restrictions on prepaid products; and,
- Data security legislation with a specific focus on notification procedures and breach liability requirements.
WHERE: Connecticut College, New London, CT
WHEN: MAY 21, 2013, 7:45 a.m.-1:00 p.m.
We are finishing up our 2012-2013 school year and looking for volunteers to make this last Fair of the year a success.
There are over 300 students from 7 high schools in eastern Connecticut registered for this unique experience and we are looking for volunteer support to bring the Fair to them.
Sign up, put on that lime green T-shirt and let’s give back to the students at the May 21st Financial Reality Fair!
To volunteer, please contact Barb Bass at firstname.lastname@example.org.
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
Check back for more info!
Email email@example.com to register.
Fred Brown, Director of Marketing & Member Development, Northeast Family FCU
Join marketing professionals from credit unions in Connecticut as they discuss some of their marketing strategies, campaigns, best practices, and some of the misses too! Participants are encouraged to bring sample marketing materials to share. This Network is open to marketing professionals and those who count marketing as one of the many hats they wear.
Who Should Attend?
Anyone interested in Marketing!
Register by Friday, January 23.
Mail: 1064 E. Main St., Ste. 201 | Meriden, CT 0645
Email firstname.lastname@example.org to register.
Attorney Andrew Keeney
Kaufman & Canoles, P.C.
Credit Unions and their members confront on a daily basis with social media.
A hot topic for credit unions is social media, but it has its risks, especially potential consumer risks. There are marketing and advertising issues. There are privacy issues. Add to the significant risk areas the effort to deal with compliance risks and legal risks, along with reputation risks and privacy rights. Our speaker; Andy Keeney, a nationally recognized credit union attorney believes that the biggest risk is a credit union’s reputation risk. With just one poor review or negative comment on social media, years of a credit union’s success can be undermined. Come and learn more about these compliance risks and what steps your credit union can undertake to minimize the risks.
About Andrew Keeney, Kaufman and Canoles, P.C.
Andy currently serves as the General Counsel for numerous credit unions, he is an approved and preferred special counsel for several credit union insurance companies and has been a specially retained attorney by NCUA. Additionally, Andy’s practice involves a range of commercial real estate services from zoning to representation provided in connection with the leasing or purchase and/or sale of commercial real estate. His finance experience includes real estate development activities and workouts of troubled loans.