Event Calendar

October 2013 – December 2014

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 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

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.

 

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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.

 

 

 

 

Mar 5 Wed
Compliance Training Webinar: Ability to Repay & Qualified Mortgage @ League Education Center
9:00 am – 11:00 am

We are pleased to announce the 2014 Compliance Training Workshops and Webinar series.  Hosted by the Credit Union League of CT and facilitated by the experts at M&M Consulting, LLC, these training workshops and webinars will provide comprehensive understanding of upcoming regulatory changes and assist in providing exciting solutions to the regulatory difficulties Connecticut credit unions are faced with.

This year, in an effort to maximize the benefits of this invaluable guidance, the league will provide the opportunity to attend the webinar portion of the series from the convenience of your credit union.  As always, the league is happy to provide the webinars at our office in Meriden at no cost to our affiliated credit unions.  If however, you are interested in attending from your credit union, the registration fee is $89.00 per webinar/per incoming telephone line.  You may have as many employees who wish to take advantage of any particular webinar attend from your credit union provided they are on the same telephone line for this small cost.  Registration to attend either option is required.

M&M Consulting, LLC experts will also serve as facilitators in the Workshop portion of this series.  These experts are secure in their knowledge, and confident of their ability to convey pertinent compliance information.  Affiliated credit unions will leave our Workshop training sessions with an understanding of how to meet  the challenges they face in today’s regulatory environment.  The workshops are available to our affiliated credit unions at no additional cost.  Dates will be announced and registration is required.

***

The first webinar in the series focuses on the confusion around the new mortgage regulations.  It is scheduled for Wednesday, March 5th 9:00 am – 11:00 am and will provide comprehensive understanding on how these rules affect the mortgage products and services you provide your members, as well as how to comply with the regulations.  This is a great opportunity to obtain additional guidance now that the rules have taken effect and the need for implementation grows with more intensity.

Register

 

Apr 17 Thu
Compliance Webinar: Social Media – Contests, Lotteries & Giveaways @ League Education Center or Webinar
9:00 am – 11:00 am
May 14 Wed
Compliance Live Training: Fair Lending and How to Conduct Fair Lending Risk Assessment @ Il Monticello Restaurant
9:00 am – 4:00 pm
Aug 1 Fri
Learn more about ComplySight! Attend an Introductory Webinar
3:30 pm – September 5, 2014 @ 4:30 pm
Learn more about ComplySight!  Attend an Introductory Webinar

Has the Wave Of Compliance Hit Your Credit Union? We have a solution for you!!!

The Credit Union League of CT together with CUSolutions/InfoSight is pleased to announce ComplySight!

ComplySight serves as the universal compliance web-based management and tracking tool that streamlines the compliance process throughout your credit union.

ComplySight provides visibility, tracking, measuring and reporting for compliance activities allowing your credit union to address compliance initiatives through a single application, assisting in your organization’s overall communication, supporting a state of continual readiness for audits, and providing regulatory updates essential to maintaining your credit union’s compliance.

View this short informative ComplySight video presentation:

Click here for an informational flyer.

Join the ComplySight Product Team for one of the following comprehensive training sessions:  click to register  for one of the following ComplySight Webinars

Upcoming Webinars for August 2014

Introduction to ComplySight 
August 5th            3:30 – 4:00 pm (EST)
August 12th          3:30 – 4:00 pm (EST)
August 19th          3:30 – 4:00 pm (EST)
August 26th          3:30 – 4:00 pm (EST)

ComplySight Training 1.01
August 11th          3:30 – 4:30 pm (EST)
August 25th          3:30 – 4:30 pm (EST)

ComplySight Training & Tips
August 6th            3:30 – 4:30 pm (EST)
August 22nd         3:30 – 4:30 pm (EST)

For more information contact Judy Britt via email at JBritt@culct.coop or by telephone at 203-608-7056.

ComplySight is brought to credit unions through the cooperative efforts of The Credit Union League of CT, other Leagues from across the country and CUNA.

Related Links

 

 

 

 

 

 

 

 

Oct 15 Wed
Social Media 101 @ Credit Union League of CT
9:00 am – 12:00 pm

 SPEAKER

Carie Schelfhaudt, Director of Digital Marketing, McDougall & Duval Advertising

An active player since the inception of social media, Carie directs all social and digital marketing strategies for McDougall & Duval’s clients, a majority being in financial services. She is a sought after speaker and writer, presenting at conferences and regularly writing columns to educate others on the best practices for online and social media marketing at backs and credit unions.

PROGRAM OUTLINE

I. Writing a Social Media Policy

Writing a social media policy that satisfies the needs of human resources, marketing and compliance can be an intimidating task. But have no fear! Knowing what not to do when making a policy can make the process so much easier.

II. Social Media Training 101 for Credit Union Employees

New guidelines from regulators say financial institutions need to train employees on official, work-related use of social media. Learn the key components of developing an employee education program for your financial institution.

III. Content Tips for Financial Marketers

Expecting the unexpected and planning ahead for quick responses are critical to your new online marketing strategy. Now is the time to develop a plan.

Click here for the Registration Flyer.
Dec 3 Wed
Collections and Bankruptcy Session @ Il Monticello
9:00 am – 4:00 pm

Bankruptcy & Collections Update

The world of the delinquent member is never boring and it never stands still.  Much has happened over the last year that directly impacts your Collections Department.  From improving your collections calls to understanding your rights in bankruptcy, this informative and interactive session is sure to have something for you!  It is never too late to sharpen your collections skills and better position your credit union to assist troubled members who want to work with you and maximize the recovery from everyone else.  Join credit union attorney and collections consultant David Reed as he highlights the latest techniques, tips and trends to maximize your collections function.  The event includes ample time to answer your questions and group discussion. 

The session will cover:

Creating Effective Collections

  • Perfecting Your Collections Call
  • Impact of the New Mortgage Servicing Rules
  • Latest Skip Tracing Tools and Techniques
  • Effectively Utilizing Collections Agencies and Law Firms
  • Avoiding Consumer Protection Landmines

Fine Tuning Your Bankruptcy Process

  • Avoiding Inadvertent Violations of the Automatic Stay
  • Perfecting Your Proof of Claims
  • Recent Bankruptcy Litigation Trends
  • Maximizing Reaffirmation Opportunities
  • Finding and Recovering Bankruptcy Fraud
Click here for the Registration Flyer.