Event Calendar

May 2013 – September 2014

May 14 Tue
Payment Systems – Speaker Workshop Series @ Ashlar Village
9:30 am – 3:30 pm
Payment Systems - Speaker Workshop Series @ Ashlar Village | Wallingford | Connecticut | United States

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
legislative intervention.

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.

Event Registration

 

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

Nov 20 Wed
Don’t Tax My Credit Union Campaign
9:45 am
Don't Tax My Credit Union Campaign

Credit unions promote the economic well being of their members, especially those of modest means, through a system that is member-owned, volunteer-directed and not-for-profit.

The credit union mission has always been to ensure secure financial choices at lower costs for their members. That’s why credit unions offer financial products that provide better returns on savings, reduced rates on loans and lower or no fees on services.

While credit unions are regulated by the federal and state governments, they are also governed by volunteer boards elected by their membership. Credit unions don’t answer to stockholders, but to each of their 96 million members.

Credit unions invest in people by helping those who have been traditionally underserved by banks. Groups like seniors on fixed incomes, single working moms, minority communities needing greater community investment, and small business owners struggling to raise capital all rely on credit unions for important financial services at reasonable costs.

While the big banks have abandoned small businesses in droves because they just can’t make enough money, credit unions promote their small business members in a struggling economy by providing low cost credit alternatives. This credit union investment means millions of jobs across America.

Unfortunately, the big banks and some in Congress want to raise taxes and impose new fees on 96 million credit union members who represent 40% of all Americans, yet represent only 6% of the assets in financial institutions. And, they want to do this despite the fact that credit unions are not-for-profit and meeting their core mission every day.

That’s wrong and will imperil the credit union movement that so many have come to depend on for real financial choice.

Don’t let Congress raise taxes on 96 million credit union members. Don’t let Congress eliminate real financial choice. Don’t let Congress destroy our credit unions.

To learn even more about credit unions in your community, or join a credit union please visit http://www.asmarterchoice.org/.

Dec 10 Tue
YP Meet Up @ New Mill Restaurant
8:00 pm – 10:00 pm
Jan 21 Tue
411 on Politics in Industries with Senator Murphy @ Morton's Steakhouse
5:00 pm – 7:00 pm
Jun 2 Mon
Young Professionals: 411 on Politics and Industries @ Salute
5:00 pm – 7:00 pm
Jul 23 Wed
YP Meet Up @ Mezzo Grille
5:30 pm – 7:30 pm

YPN - Mezzo Meet Up (2)

 

Click here to download or print the flyer!

Sep 19 Fri
2014 League Leadership Conference @ The Saratoga Hilton
Sep 19 – Sep 21 all-day
2014 League Leadership Conference @ The Saratoga Hilton | Saratoga Springs | New York | United States

Plan to join peers in Saratoga New York for the 2014 Leadership Conference.  The program is being expanded this year to provide additional education but there will still be plenty of time to enjoy the beautiful scenery, shopping and, if you are in the mood, spend the evening at the Saratoga Casino and Raceway.  Review the links below for program information and to register for the Conference.  The registration page also identifies the contact number for the hotel – be sure to register quickly since the special discounted space is limited.  We continue to work on some value added extras for the event so check back for more information. 

 

Ten scholarships for full registration are available to credit unions under $50 Million in assets and a discounted registration fee of $299 is available for young professionals (under the age of 35). Alloya Corporate Credit Union is also offering one scholarship that will provide an all-expense paid conference experience to one individual. The Christine M. Gross Memorial Scholarship, is offered to a member of Alloya, either as a capitalized member or an associate member in the $20 million and
under asset size. Details on the program can be found here.

 

Click below for more information:

2014 Leadership Agenda

2014 Leadership Brochure

2014 Leadership Registration Information

Leadership Conference Scholarship Application for Small CUs

Sep 24 Wed
Financial Reality Fair Golf Tournament @ Tunxis Plantation Golf Course
Sep 24 all-day
Financial Reality Fair Golf Tournament @ Tunxis Plantation Golf Course | Farmington | Connecticut | United States

Click here for the Registration Brochure.