Texas Credit Union League provides training for small credit unions in various chapter areas across Texas. The topics this year will be HR, Compliance Updates and Hot Topics. The Small CU Workshop is FREE to affiliated credit unions under $50M in assets for up to two (2) attendees from each cu and only $50.00 for each additional attendee. Lunch will be provided to all attendees.Workshops start at 8:30 am and end at 3:00 pm.
These workshops are open to ALL Small CU Staff, Directors and Volunteers. Texas Credit unions affiliated with the League are welcome to attend any of the following workshops:
Listed below are some training opportunities for league-affiliated small credit unions. Most of the training opportunities are provided as as a dues-value, though we have also provided information on some additional training opportunities that may be of interest to you.
Regular meetings are held in respective chapter areas focused on small credit union issues, and providing an excellent opportunity to network. The meeting is coordinated by the Small CU Committee member representing the Chapter Area.
For more information, visit the Small CU Meetings page.
As part of dues supported services, affiliated credit unions with assets of $10 Million and under (based on assets as of 12/31/12) can receive one (1) complimentary registration* registration to all five of the major TCUL Conferences listed below:
This offer is limited to one free registration per credit union for each of the conferences and must be used by the CEO/President/Manager, CU Staff, Director or Volunteer of the qualifying small credit union.
New CEOs since the 2012 TCUL Annual Meeting are eligible to receive one (1) complimentary registration to the 2013 TCUL Annual Meeting in addition to the complimentary registration offered to credit unions with $10M and under in assets.
This year, NCUA plans to host a local credit union workshop in Houston on Saturday, June 22, 2013.
Credit unions are responsible for their own lodging & travel expenses, however there are grants available through NCUA. For more information Click Here
Free or Low Cost to affiliated credit unions under $50M in assets
New in 2013, TCUL and NCUA have partnered to bring you a CEO / Manager Bootcamp. The Bootcamp will focus on basic credit union management skills and will include topics such as Asset-Liability Management (ALM) and Call Report Training, etc. This training is ideal for new CEO / Managers, backups to the CEO / Manager and those that would just like a refresher. This training will be held in Dallas on Thursday, September 18, 2013. credit unions are responsible for their own lodging & travel expenses.
More information to come, so keep check our website regularly.
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 300 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: Click Here
Course Catalogue: Click Here
Providing on-going education opportunities, the Check-It-Out Library provides inexpensive and convenient access to credit union books, Webinars, Videos and DVDs. There is no charge with the exception of shipping the items back to the League. The service is available to affiliated credit unions under $35 million in assets.
Visit the Check It Out Library page for more information.
Click Here for Free Online Webcasts (You will be required to log in to access the webcasts. Contact Web Admin at 800-442-5762 ext. 6680 or email firstname.lastname@example.org 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).
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