TCUL Small Credit Union Workshops are available at no cost for League- affiliated credit unions under $20 Million in assets. Credit unions are responsible for their own travel expense.
August Workshops current tentative dates and locations:
August 4 - Dallas/Ft. Worth American Airlines FCU Flagship Training Room 4151 Amon Carter Blvd. Fort Worth, TX 76155
August 11 - East Texas Holiday Inn Express 300 Tuttle Circle Longview, TX 75605
August 12 - Wright Patman Holiday Inn Express 4545 Cowhorn Creek Texarkana, TX 75503
August 17 - Houston MemberSource CU 10100 Richmond Ave. Houston, TX 77042-4208
August 18 - Sabine SAFE CU 2002 N. 11th St., Boardroom Beaumont, TX 77703-4910
August 19 - Pineywoods Southland FCU 2601 S John Redditt Dr. Lufkin, TX 75904-5624
For more information on the workshops, please contact Norma Garza at 800-442-5762 ext. 6827 or email ngarza@tcul.coop.
NCUA Small CU Workshop - Dallas June 26th (COMPLETE)
*NCUA Small Credit Union Workshop is listed for your information only. Please visit the small credit union tools and handouts tab for the workshop handouts.
TCUL Dues Value - FREE registration to attend each of the TCUL Conferences listed below for credit unions with $10 Million in assets and under (based on assets as of December 31, 2009). Limited to one free registration per conference in 2010.
Additional FREE Training Events
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TCUL FREE Local Training
Visit this webpage for more information on the Free Local Trainings: http://www.tcul.coop/Local_Training_Sessions.html
**locations and dates are tentative and subject to change
Small credit unions can attend meetings in their respective chapter areas focused on small credit union issues. This provides an excellent opportunity to network with other small credit unions in your local area. The meetings are usually free of charge or low-cost.
The acronym CPD Online stands for Center for Professional Development Online. This training program offers access to the CPD online training modules via a scholarship from CUNA. All small credit unions under $20 million in assets that are affiliated with CUNA and the League are eligible to apply. These are partial scholarships worth $5,000. The cost to the credit union would be $400 and the credit union would receive unlimited online training and testing for you, your staff, your board, and any volunteers at the credit union.The scholarship would be good for one year. The application for the scholarship is very easy to complete. Once you apply, you should hear back from CUNA within a few weeks. The courses may be taken by anyone at your credit union including you, your staff, your board, and any volunteers. There are over 200 courses including, Compliance, Robbery, Collection, Board Training, etc. For more information contact CUNA at 800-356-9655, ext. 4072 or click on the link below.
CPD Online Info. & Scholarship Application: www.training.cuna.org/lms/wbt_online_frm.html
Course Catalogue: www.training.cuna.org/lms/course_list.html
Access to training books, CD's, VHS's and DVD's. This is FREE (with the exception of shipping) to all credit unions under $20 Million in Assets affiliated with TCUL. The only cost would be for return postage to the League. For more information call Lorri Gaither 800-442-5762 ext. 6423.
Check It Out order form www.tcul.coop/Check_Out_Order_Form.html
Book Catalogue: http://www.tcul.coop/Book_Catalogue2.html
Video/CD/DVD Catalogue: http://www.tcul.coop/Webinar_Video_and_DVD_Catalogue.html
http://www.tcul.coop/Free_Online_Training2.html (You will be required to log in to access the webcasts. Contact Web Admin at 800-442-5762 ext. 6680 or email webadmin@tcul.coop for assistance with password or log in.)
"Coaching & Counseling" by Susan Looney, VP, Human Resources, CU Resources, Inc (34 minutes). The webcast highlights are on the benefits of coaching, different types of coaching, tips on effective coaching, getting to know your employee and understanding what motivates them, preparing for a counseling session with an employee, and how to properly conduct a counseling session.
"Handling Deceased Member Accounts" by Suzanne Yashewski, VP, Regulatory and Compliance, TCUL (26 minutes) This webcast examines setting up an estate account, alternatives to probate, accepting deposit checks and issuing payments from the account. It also covers power of attorney, safe deposit boxes, ACH items and privacy issues.
"Hiring with Ease" by Karen Houston, VP, OnBalance, CU Resources, Inc. (30 minutes) Provides insight into developing a strategic recruiting plan for employees, seven steps in the interview process, including questions to ask to learn more about the candidate, legal issues and more.
"Home Equity Update" by Tom Duke, Law Firm of Blalack & Williams, P.C. (23 minutes) Updates on the constitutional amendment passed in the Nov. 2007 election that clarify certain provisions relating to the making of a home equity loan and use of home equity loan proceeds. Clarification and more precise language to existing provisions for home equity loans. Among the changes to the Texas Constitution are a provision for a second home equity loan on the same property sooner than one year after the first home equity loan in the event of a declared state of emergency, such as a natural disaster.
"Financial Literacy" by Jill Pharr, Executive Director, Texas Credit Union Foundation (25 Minutes) This webcast explains why financial education is not only the "right" thing to do, it's a great business decision. Reaching out to youth when they are first learning about financial services is a great way to introduce them to your credit union! This webcast gives some startling information on why it is GOOD business to get on the financial literacy bandwagon! (Part one of a two part series)
"Identifying the Opportunity: Use of Financial Svcs by Latinos" by Babara Robles, Associate Professor, Arizona State University, Ann Baddour, Senior Policy Analyst, Texas Appleseed, Faciliator: Luis Pastor, CEO, Latino Community CU (25 Minutes) Latino's financial services needs, experiences and interactions with financial institutions are as diverse as the Latino market itself. Income and education levels, age, primary language, and whether one is U.S.-or foreign-born are just some of the variables that affect one's access to - and demand for - financial services. While Latinos respond to many of the same factors as other consumers (including products, convenience, price and service), there are important distinctions that financial institutions must understand to effectively meet the needs of the different segments within the Latino market.
"Due Diligence over Third Party Service Providers" - by Steve Gibbs, AVP, Shared Compliance Resources In December 2007, Supervisory Letter 07-CU-13, Evaluating Third Party Relationships, arrived and we saw many of the same recommendations as in the prior issuances. BUT... we now have instructions and advisories with examiners targeting this process. We need to throw out some of our old concepts about what is "sufficient" due diligence. In this 20-minute webcast, Steve Gibbs leads through the "ins and outs" of putting together an effective vendor due diligence program that addresses areas of importance to regulators.
Net Expense Control – by Deborah Rightmire, VP of TCUL’s ALM Resources This 45-minute webcast explains how control of net operating expense will play a significant role in the future success of your credit union. The webcast explores critical areas and issues to evaluate as your credit union continues the mission of servings members while providing the most advanced products and services possible. New employees and board members will particularly benefit from the straightforward presentation and gain a better understanding of their role in this critical area of operation.
Project NEFE 2008 - by Courtney Nickles, Associate Director, Texas Credit Union Foundation This 32-minute webcast is the second of the two part webinar on financial education brought to you by the Texas Credit Union Foundation. We hope that you have now decided to jump on the financial literacy bandwagon and reach out to the youth in your community! The webcast will take you on a tour of the NEFE High School Financial Planning Program, a FREE curriculum that has been approved by the Texas Education Agency for use in the Texas Classrooms. This print-based product has been married to a greatly expanded internet platform of tools and resources for students, teachers, and even parents. It is designed in a way that ties learning to action through a process being called “continuous learning.” Program materials are entirely FREE and feature complete lesson plans and an instructor’s guide with a supplementary CD; student guides for as many students you need to accommodate; PowerPoint visuals; interactive web-sites for teachers, students, and parents; and performance-based assessments.
Today’s tour will include a brief introduction to the newly revised HSFPP and an overview, which will include the following topics:
For more information on how to get fully trained on the High School Financial Planning Program, how to become part of the “Project NEFE” Network, or how to start a financial education program in your credit union, please contact the Texas Credit Union Foundation at 800-953-8283 (TCUF).
Developing CU Leaders at the Speed of Change!