
Bank Secrecy Act Training (BSA)
ABOUT THE PROGRAM
Attendees will hear directly from a credit union CEO regarding the importance of
BSA policy implementation and compliance.
PROGRAM HIGHLIGHTS
> Bank Secrecy Act Review
> Cash Transaction Reporting Requirements
> Suspicious Activity Reports (SARs)
> USA Patriot Act Review
> Member Identification Program (MIP or CIP)
> OFAC Review
> Sanctioned Targets
> Member Due Diligence
> Open Mic
WHO SHOULD ATTEND
>All CU Personnel & Volunteers
ABOUT THE PROGRAM FACILITATOR
This program will be facilitated by a veteran credit union professional who has
devoted more than 25 years serving as Chief Financial Officer & Chief Executive
Officer for the state credit union League and several credit unions. This credit union
executive holds a Masters in Business Administration degree and has served on the adjunct
faculty for two local universities.
PROGRAM DATE
This program is scheduled for Tuesday September 21, 2010 at 3:30-4:45PM EST
PROGRAM COST
$179.00 For ICUT members
$199.00 For non-ICUT members
REQUIREMENTS
Attendees will need to have Internet access and a separate telephone connection.
REGISTRATION
To register for this on-line class simply click on the BUY NOW button shown below
or complete & submit the registration form below. The deadline for registration is
12:00PM EST September 21, 2010.

CU Collections for
dummies
ABOUT THE PROGRAM
This workshop will explore the fundamental components of an effective collection
program. Attendees will receive a detailed outline of the 10 steps required to collect on
non-performing loans to minimize losses to the credit union.
PROGRAM HIGHLIGHTS
Using reminder notices
Initial phone contact
Using 2nd & 3rd notices
Converting to a collection agency
Board authorization for charge off
Effecting security
Pursuing co-makers
Settlement decisioning
Final Option: Using 1099 Filings
Open Mic
WHO SHOULD ATTEND
>All CU Collection Personnel
ABOUT THE PROGRAM FACILITATOR
This program will be facilitated by a veteran credit union professional who has
devoted more than 25 years serving as Chief Financial Officer & Chief Executive
Officer for the state credit union League and several credit unions. This credit union
executive holds a Masters in Business Administration degree and has served on the adjunct
faculty for two local universities.
PROGRAM DATE
This program is scheduled for Wednesday October 19, 2010 at 3:30-4:45PM EST
PROGRAM COST
$170.00 For ICUT members
$190.00 For non-ICUT members
REQUIREMENTS
Attendees will need to have Internet access and a separate telephone connection.
REGISTRATION
To register for this on-line class simply click on the BUY NOW button shown below
or complete & submit the registration form below. The deadline for registration is
12:00PM EST October 19, 2010.

Understanding CU Robberies
FROM 2 PERSPECTIVES
ABOUT THE PROGRAM
Attendees will hear two perspectives in dealing with the sensitivities of credit
union robberies. First a credit union executive will share his views as a requirement for
being properly prepared. And, a trained therapist will discuss those anxieties surrounding
pre-robbery and post-robbery experiences.
PROGRAM HIGHLIGHTS
> Review some facts and current trends
> Review NCUA Regulations for CU security
> What can be done in & out of the office
> Review "before" & "after" procedures
> Open MIC
WHO SHOULD ATTEND
> All Credit Union Staff
ABOUT THE PROGRAM FACILITATOR
This program will be facilitated by a veteran credit union professional who has
devoted more than 25 years serving as Chief Financial Officer & Chief Executive
Officer for the state credit union League and several credit unions. This credit union
executive holds a Masters in Business Administration degree and has served on the adjunct
faculty for two local universities.
PROGRAM DATE
This program is scheduled for Tuesday November 16, 2010 at 3:30-4:45PM EST
PROGRAM COST
$171.00 For ICUT members
$191.00 For non-ICUT members
REQUIREMENTS
Attendees will need to have Internet access and a separate telephone connection.
REGISTRATION
To register for this on-line class simply click on the BUY NOW button shown below
or complete & submit the registration form below. The deadline for registration is
12:00PM EST November 16, 2010.

IRA Training 101
ABOUT THE PROGRAM
This class will explain why members want IRA accounts, the various types of IRAs,
review the proper documentation for IRAs, discuss account closures and answer the most
frequently asked questions.
PROGRAM HIGHLIGHTS
> What is an IRA?
> How much can one contribute?
> How does the CU get IRAs?
> How should the IRA be opened?
> How are deposits made to IRAs?
> When can you withdraw from an IRA?
> When are taxes paid on an IRA?
> Are there penalties for early withdrawals?
> Open Mic
WHO SHOULD ATTEND
> All Member Service Staff
ABOUT THE PROGRAM FACILITATOR
This program will be facilitated by a veteran credit union professional who has
devoted more than 25 years serving as Chief Financial Officer & Chief Executive
Officer for the state credit union League and several credit unions. This credit union
executive holds a Masters in Business Administration degree and has served on the adjunct
faculty for two local universities.
PROGRAM DATE
This program is scheduled for Tuesday January 25, 2011 at 3:30-4:45PM Eastern
Standard
PROGRAM COST
$171.00 For ICUT members
$191.00 For non-ICUT members
REQUIREMENTS
Attendees will need to have Internet access and a separate telephone connection.
REGISTRATION
To register for this on-line class simply click on the BUY NOW button shown below
or complete & submit the registration form below. The deadline for registration is
12:00PM EST January 25, 2011.

Learn to Lend
ABOUT THE PROGRAM
Attendees will learn the techniques that result in successful underwriting. This
introductory course will provide the foundation for those aspiring to become effective
loan officers and prepare them to be responsible for the credit union's greatest assets,
LOANS!
PROGRAM HIGHLIGHTS
> Current trends in lending (Risk-based lending /pricing & payday lending)
> Review review of loan policies
> Explain importance of good underwriting
> Review loan application
> Discuss different forms of income verification
> How to work with credit reports
> Calculating debt-to-income ratios
> Open Mic
WHO SHOULD ATTEND
>Loan processors aspiring to become loan officers
>Credit Committee Members
ABOUT THE PROGRAM FACILITATOR
This program will be facilitated by a veteran credit union professional who has
devoted more than 25 years serving as Chief Financial Officer & Chief Executive
Officer for the state credit union League and several credit unions. This credit union
executive holds a Masters in Business Administration degree and has served on the adjunct
faculty for two local universities.
PROGRAM DATE
This program is scheduled for Tuesday February 15, 2011 at 3:30-4:45PM EST
PROGRAM COST
$172.00 For ICUT members
$192.00 For non-ICUT members
REQUIREMENTS
Attendees will need to have Internet access and a separate telephone connection.
REGISTRATION
To register for this on-line class simply click on the BUY NOW button shown below
or complete & submit the registration form below. The deadline for registration is
12:00PM EST February 15, 2011.

Supervisory Committee Duties & Responsibilities
ABOUT THE PROGRAM
Attendees will learn that this committee's role goes far beyond verifying
members' accounts and planning an audit. In addition to reviewing all of the committee's
duties, this program will explain how to best manage the committee time.
PROGRAM HIGHLIGHTS
> Define the committee and its role
> Review qualifications needed and Committee powers
> Explain ALL of the duties and responsibilities
> Discuss the requirements of an Internal Review Program
> Review trends in fraud, scams and identity theft
> How to manage the committee's time
> Open Mic
WHO SHOULD ATTEND
>Internal Audit Staff and Supervisory Committee Members
ABOUT THE PROGRAM FACILITATOR
This program will be facilitated by a veteran credit union professional who has
devoted more than 25 years serving as Chief Financial Officer & Chief Executive
Officer for the state credit union League and several credit unions. This credit union
executive holds a Masters in Business Administration degree and has served on the adjunct
faculty for two local universities.
PROGRAM DATE
This program is scheduled for Tuesday March 22, 2011 at 3:30-4:45PM EST
PROGRAM COST
$173.00 For ICUT members
$193.00 For non-ICUT members
REQUIREMENTS
Attendees will need to have Internet access and a separate telephone connection.
REGISTRATION
To register for this on-line class simply click on the BUY NOW button shown below
or complete & submit the registration form below. The deadline for registration is
12:00PM EST March 22, 2011.

Understanding Self-Employed Taxes
FOR MAKING CREDIT DECISIONS
ABOUT THE PROGRAM
Attendees will learn how to read and interpret the various federal tax schedules
used by members applying for credit that are self-employed.
PROGRAM HIGHLIGHTS
> Explain the importance of understanding self employed tax information.
> Review debt-to-income ratio
> Compare traditional paystubs to self-employed tax returns
> Review Form 1040, Form 4562 (Depreciation), and Schedule C
> Open Mic
WHO SHOULD ATTEND
> Lending staff
ABOUT THE PROGRAM FACILITATOR
This program will be facilitated by a veteran credit union professional who has
devoted more than 25 years serving as Chief Financial Officer & Chief Executive
Officer for the state credit union League and several credit unions. This credit union
executive holds a Masters in Business Administration degree and has served on the adjunct
faculty for two local universities.
PROGRAM DATE
This program is scheduled for Tuesday April 12, 2011 at 3:30-4:45PM EST
PROGRAM COST
$174.00 For ICUT members
$194.00 For non-ICUT members
REQUIREMENTS
Attendees will need to have Internet access and a separate telephone connection.
REGISTRATION
To register for this on-line class simply click on the BUY NOW button shown below
or complete & submit the registration form below. The deadline for registration is
12:00PM EST April 12, 2011.

Sexual Harassment Training
ABOUT THE PROGRAM
Attendees will understand the issues and sensitivities associated with sexual
harassment behavior in the credit union workplace. This program will help credit union
employees to better handle situations of sexual harassment initiated by members, vendors,
volunteers and other staff.
PROGRAM HIGHLIGHTS
> Defines sexual harassment (SH)
> Review of SH facts
> Learn about the victim's perspective
> Explains how management should address the issue
> Open Mic
WHO SHOULD ATTEND
>All credit union staff and volunteers
ABOUT THE PROGRAM FACILITATOR
Marilyn Grosso, MSW, is a licensed & certified social worker who has provided
sexual harassment training to numerous Connecticut organizations including the CT Credit
Union League. Marilyn is also a certified Employee Assistance Professional (EAP) and
has conducted numerous programs on a variety of human resource issues. She currently holds
a Masters in Social Work degree from the university of Connecticut.
PROGRAM DATE
This program is scheduled for May 18, 2011 at 3:30-4:45PM EST
PROGRAM COST
$175.00 For ICUT members
$195.00 For non-ICUT members
REQUIREMENTS
Attendees will need to have Internet access and a separate telephone connection.
REGISTRATION
To register for this on-line class simply click on the BUY NOW button shown below
or complete & submit the registration form below. The deadline for registration is
12:00PM EST May 18, 2011.

Advance Supervisory Committee Training: Loan Risk
Defined, Detected, Measured, Controlled
ABOUT THE PROGRAM
Understanding, monitoring, evaluating and controlling the risk that your credit
union will be exposed to from your loan program will be the heart of this unique
educational opportunity.
PROGRAM HIGHLIGHTS
> Define loan risk
> Describe loan risks controls
> Discuss current loan fraud trends
> Review loan risk detection methods
> Explain how to evaluate loan risk
> Introduce ways to manage risk
> Open Mic
WHO SHOULD ATTEND
> Supervisory Committee
> Internal Audit Personnel
ABOUT THE PROGRAM FACILITATOR
This program will be facilitated by a veteran credit union professional who has
devoted more than 25 years serving as Chief Financial Officer & Chief Executive
Officer for the state credit union League and several credit unions. This credit union
executive holds a Masters in Business Administration degree and has served on the adjunct
faculty for two local universities.
PROGRAM DATE
This program is scheduled for Tuesday June 14, 2011 at 3:30-4:45PM EST
PROGRAM COST
$176.00 For ICUT members
$196.00 For non-ICUT members
REQUIREMENTS
Attendees will need to have Internet access and a separate telephone connection.
REGISTRATION
To register for this on-line class simply click on the BUY NOW button shown below
or complete & submit the registration form below. The deadline for registration is
12:00PM EST June 14, 2011.

Understanding CU Financials for dummies
ABOUT THE PROGRAM
All members of the management team, Supervisory Committee and Board of Directors
are responsible for the financial well-being of the credit union. This introductory
program will give participants with limited or no financial background the foundation to
understand the financial perspective and to enable them to interpret and effectively
question financial results.
PROGRAM HIGHLIGHTS
> Power of financial information
> Current issues
> Intro to Balance Sheet & Income Statements
> Other KEY Financial Reports
> Key Ratio Analysis
> Trending & Peer Analysis
> Open Mic
WHO SHOULD ATTEND
> All Management, Supervisory Committees and Board with limited financial
backgrounds.
ABOUT THE PROGRAM FACILITATOR
This program will be facilitated by a veteran credit union professional who has
devoted more than 30 years serving as Chief Financial Officer & Chief Executive
Officer for the state credit union League and several credit unions. This credit union
executive holds a Masters in Business Administration degree and has served on the adjunct
faculty for two local universities.
PROGRAM DATE
This program is scheduled for Tuesday July 26, 2011 at 3:30-4:45PM Eastern
Standard
PROGRAM COST
$177.00 Per Connection For ICUT Members
$197.00 For non-ICUT members
REQUIREMENTS
Attendees will need to have Internet access and a separate telephone connection.
REGISTRATION
To register for this on-line class simply click on the BUY NOW button shown below
or complete & submit the registration form below. The deadline for registration is
12:00PM EST July 26, 2011.

Do's & Don'ts of Being a CU Teller (MSR)
ABOUT THE PROGRAM
Attendees will learn about those issues so important when working the frontline
but never received formal training.
PROGRAM HIGHLIGHTS
> Explains what management expects from tellers
> Provides insight for handling difficult members
> Illustrates good work ethic vs "BAD"
> Explains the importance of cross-selling
> Distinguishes a good check from a bad check
> Provides tips for balancing
> Open Mic
WHO SHOULD ATTEND
>New tellers or MSRs needing a "refresher"
ABOUT THE PROGRAM FACILITATOR
This program will be facilitated by a veteran credit union professional who has
devoted more than 25 years serving as Member Services Director, Chief Financial Officer
and Chief Executive Officer for the state credit union League and several credit unions.
This credit union executive holds a Masters in Business Administration degree and has
served on the adjunct faculty for two local universities.
PROGRAM DATE
This program is scheduled for August 23, 2011 at 3:30-4:45PM EST
PROGRAM COST
$178.00 For ICUT members
$198.00 For non-ICUT members
REQUIREMENTS
Attendees will need to have Internet access and a separate telephone connection.
REGISTRATION
To register for this on-line class simply click on the BUY NOW button shown below
or complete & submit the registration form below. The deadline for registration is
12:00PM EST August 23, 2011.

Registration Form