Event Calendar

January – February 2014

Jan 14 Tue
Loan Participation Education Session @ Ashlar Village
9:30 am – 3:00 pm
Loan Participation Education Session  @ Ashlar Village  | Wallingford | Connecticut | United States

Please register for this session by:

E-mail:  soloughlin@culct.coop
Fax form to:  (203) 294-4882

Registration form

Strategic Loan Participations: The Good, the Bad and maybe the Ugly

Loan participations will be a hot topic in 2014.  Total Loan participation balances increased over 30%.  There are great benefits to selling credit unions as well a purchasing credit unions.  However, NCUA has issued strict regulations on loan participations.  The regulations encompass everything from due diligence requirements to servicing and of course, everything in between.  This key and timely program will provide and cover the following:

  • An overview of loan participations;
  • Address the benefits and the risks;
  • Provide a comprehensive review of regulations;
  • Checklists;
  • Best practices; and
  • Extensive handouts including sample contracts.

After lunch, Patricia Ouellette from NCUA will be speaking on NCUA’s revised Participation Rule and what examiners will be looking for during the exam.

Speaker:

 E. Andrew Keeney

Kaufman & Canoles

This half day program will be presented by a nationallyrecognized credit union attorney, Andy Keeney.  Andy is co-chair of the Kaufman & Canoles national credit union team and currently serves as the General Counsel for numerous credit unions.  He is a top speaker at industry events and regularly receives rave reviews.  Mr. Keeney has represented credit unions for over 35 years.  His practice includes all aspects of credit union representation.

Speaker:

Patricia Ouellette

NCUA, Principal Examiner

Patricia is formerly a Regional Lending Specialist, who recently returned to the field examiner ranks as a Principal Examiner in Springfield, MA.  Prior to joining NCUA, Tricia worked in various capacities in the Massachusetts Department of Banking.

Jan 21 Tue
411 on Politics in Industries with Senator Murphy @ Morton's Steakhouse
5:00 pm – 7:00 pm
Jan 28 Tue
NEACH Webinar: New ACH Rules Requirements and Their Effect on Your Credit Union @ Webinar
2:00 pm – 3:00 pm

NEACH logo with TM

STAY INFORMED ON THE NEW ACH RULES REQUIREMENTS

Join NEACH as we explore new ACH Rules requirements and their effect on your Credit Union

2014 Rules Implementation
Tuesday, January 28, 2014
2:00 PM – 3:00 PM

In 2014, NACHA Operating Rules changes are scheduled to go into effect and will have an impact on both RDFIs and ODFIs. This session will review the 2014 Rules changes and their impact on your Operations. Participants will leave this session with a checklist of specific issues that may affect your operations.

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.

 

 

Jan 29 Wed
New England College of Business Webinar for Credit Union Professionals @ Webinar
12:30 pm – 1:00 pm
New England College of Business – An education benefit for the members of the Credit Union League of Connecticut
Join us for a webinar on January 29, 2014,from 12:30 – 1:00 PM EST.
Credit Union League of Connecticut has partnered with New England College of Business and Finance (NECB) to bring an excellent educational benefit to all employees, their immediate family members and members of the credit union – approximately 25% reduction in tuition. (Students may also be eligible to transfer credit for other college coursework and qualify for financial aid.)This webinar will provide an overview of the career-focused academic programs offered by NECB, including tuition and admission requirements, and the online learning platform.For over 100 years, NECB has been educating business professionals. All accredited Associate’s, Bachelor’s and Master’s degree programs are offered online, through a state-of-the-art e-learning system, which allows working adults to pursue their degree and balance work and family obligations.

After registering, you will receive a confirmation email containing information about joining the webinar.
Jan 31 Fri
CT Directors College @ University of Hartford Conference Center
8:30 am – 4:00 pm
CT Directors College

January 31, 2014
Hartford, CT
Come hear League President Jill Nowacki speak on Marketing & Succession Planning and Kelly Fuhlbrigge address the CT Legislative Landscape at this year’s Directors College in Hartford, CT on Friday, January 31, 2014. The Credit Union League of Connecticut, NASCUS, and the Connecticut Department of Banking Financial Institutions Division encourage all state and federal credit union board members, supervisory committee members and other volunteers along with credit union management to attend this important one-day educational event. The day features sessions on Fraud Security issues, BSA for Board members, Economic update and National issues impacting credit unions. Registration is $75 per person.If you have any questions, email isaida@nascus.org.
CT Directors College
Fee For Event
$75.00

- See more at: http://www.nascus.org/omnisam/event/eventreg_info.cfm?product_id=229#sthash.xLo7dHr3.dpuf

Feb 10 Mon
Moran-Nixon Chapter Meeting @ Bonterra Restaurant
5:30 pm
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.

 

 

 

 

Feb 12 Wed
Hartford Chapter Meeting @ Dakota’s of Rocky Hill
5:00 pm – 8:00 pm

Click here for the flyer.

Feb 19 Wed
Eastern Chapter Meeting @ Prime 82
5:00 pm – 8:00 pm

Click here for the flyer.

Feb 20 Thu
Bridgeport Chapter Annual Meeting @ Augustyn’s Blue Goose Restaurant
5:00 pm – 8:00 pm

Click here for the flyer.