Event Calendar

February – December 2014

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

 

 

 

 

 

 

 

 

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

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.