Event Calendar

February – December 2014

Feb 23 Sun
CUNA GAC @ Washington Convention Center
12:00 pm – February 27, 2014 @ 3:00 pm

GAC2014_Header_sm

CUNA Governmental Affairs Conference

One Cause. One Voice.

Plan to attend the nation’s capital for the 2014 CUNA Governmental Affairs Conference (GAC) to Unite for Good.
Rally for the powerful credit union cause and connect with leaders from across the United States.

CUNA GAC is the biggest week of the year for credit unions. More than 4,000 credit union people come together to:
• Hear from influential legislators, policymakers and credit union experts on the political landscape and its effect on credit unions
• Identify new strategies for building and maintaining America’s awareness and trust
• Network with credit union leaders
• Attend breakout sessions on the hottest issues in the movement
• Tour the largest vendor showcase in the financial services industry
• Tell Congress our story at state Hike the Hill visits

UniteForGoodWordsBlock

 

 

Please wait for word from Kelly Fuhlbrigge for registration information!

This past year, CUNA and the leagues launched a shared strategic vision for credit unions nationwide: Americans choose credit unions as their best financial partner.

To make our vision a reality, we must come together to remove barriers – like the threat to the credit union tax status -  create awareness and foster service excellence. We all need to Unite for Good.

We have an opportunity to accomplish a lot for the movement this year, and need your involvement to make it happen. Come to Washington, D.C. to tell our shared story and protect the credit union difference.

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
Jun 2 Mon
Young Professionals: 411 on Politics and Industries @ Salute
5:00 pm – 7:00 pm
Sep 23 Tue
Learn more about ComplySight! Attend an Introductory Webinar
3:30 pm – 4:00 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 September 2014

Introduction to ComplySight 
September 2nd        3:30 – 4:00 pm (EST)
September 9th         3:30 – 4:00 pm (EST)
September 16th       3:30 – 4:00 pm (EST)
September 23rd        3:30 – 4:00 pm (EST)
September 30th      3:30 – 4:00 pm (EST)

ComplySight Training 1.01
September 8th      3:30 – 4:30 pm (EST)
September 22nd   3:30 – 4:30 pm (EST)

ComplySight Training & Tips
September 3rd           3:30 – 4:30 pm (EST)
September 24th         3:30 – 4:30 pm (EST)

Related Links

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.

 

 

 

 

 

 

 

 

 

Sep 30 Tue
Learn more about ComplySight! Attend an Introductory Webinar
3:30 pm – 4:00 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 September 2014

Introduction to ComplySight 
September 2nd        3:30 – 4:00 pm (EST)
September 9th         3:30 – 4:00 pm (EST)
September 16th       3:30 – 4:00 pm (EST)
September 23rd        3:30 – 4:00 pm (EST)
September 30th      3:30 – 4:00 pm (EST)

ComplySight Training 1.01
September 8th      3:30 – 4:30 pm (EST)
September 22nd   3:30 – 4:30 pm (EST)

ComplySight Training & Tips
September 3rd           3:30 – 4:30 pm (EST)
September 24th         3:30 – 4:30 pm (EST)

Related Links

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.

 

 

 

 

 

 

 

 

 

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

This event has been postponed. A new date is in the works, more information to come. 

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.
Oct 17 Fri
CULAC Wine Tasting @ Mohegan Sun
6:30 pm – 8:30 pm

wine

Premier Wine Tasting Event!

Date: Friday, October 17th Time: 6:30 p.m. to 9:00 p.m. Place: Mohegan Sun Dress: Black Tie/Cocktail Party

Click here to download the 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.