Event Calendar

December 2013 – September 2014

Dec 18 Wed
Prize-Linked Savings Webinar
10:00 am

Please join us for a webinar to discuss Prize-Linked Savings (PLS) opportunities in Connecticut on Wednesday, December 18, 2013 at 10:00 a.m.

To register please contact Susan O’Loughlin at soloughlin@culct.coop.

During the 2013 legislative session, the CT General Assembly passed a bill that allows credit unions to offer savings promotion raffles – savings products that offer prizes in order to incent increased savings activity.  Connecticut is the 8thstate to pass similar legislation, following in the footsteps of Nebraska, Rhode Island, Washington, North Carolina, Maryland, Maine, and Michigan.As financial institutions, you are acutely aware of the importance of savings as part of someone’s financial portfolio.

The webinar will feature Doorways to Dreams Fund, a national non-profit that has been providing technical assistance, advice, and evaluation for PLS products around the country.  In this webinar, we will cover:

  • The basics of PLS
  • Overview of Connecticut law
  • Success/Impact in other states
  • Implementation considerations/how-tos

Please join us for a great conversation. Attending this webinar is not considered to be an indication of commitment to offer the product – the goal of the meeting is to get a shared understanding of the opportunity, discuss options in Connecticut, and see what credit unions would like to explore a prize-linked savings product. Please share this invitation with any relevant staff or other credit union partners.

For more information about savings promotion raffles/prize-linked savings products, the experience in Michigan with Save to Win, and additional new research, please visit

http://www.d2dfund.org/prize_linked_savings

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
Jun 5 Thu
Board Financial Training @ League Education Center
5:00 pm – 7:00 pm

Follow this link to learn more and register.

Sep 3 Wed
In-depth BSA Training @ Ashlar Village
9:00 am – 4:00 pm

Click here for the flyer.

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.