New CU Employee Orientation
ABOUT THE PROGRAM
In this class participants will learn about the structure, its worldwide network
and how a credit union differs from a bank.
PROGRAM HIGHLIGHTS
> Overview of the worldwide, national and state CU networks
> Explain the difference between a bank and credit union
> Review typical structure of a credit union
> Identify and define some of the credit union acronyms
> Explain various credit union regulatory and training resources
> And much more
> Open Mic
WHO SHOULD ATTEND
>New staff and 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 October 14, 2008 at 3:30-4:45PM Eastern
Standard
PROGRAM COST
$160.00 For ICUT members
$180.00 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
8:00PM EST October 13, 2008.
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 October 28, 2008 at 3:30-4:45PM Eastern
Standard
PROGRAM COST
$170.00 Per Connection 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 8:00PM EST October 27, 2008.
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 Wednesday November 12, 2008 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
8:00PM EST November 11, 2008.
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 December 9, 2008 at 3:30-4:45PM Eastern
Standard
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
8:00PM EST December 8, 2008.
Registration Form
