IRA BASICS: IRA Product Overview Thursday, September 23, 2010 - Houston
The first day focuses on learning the basic elements of IRAs. This is an excellent day of training for IRA administrators new to IRAs, those needing to gain additional knowledge about IRAs, and for those who are looking for a thorough refresher course.
Seminar Agenda
IRA ADVANCED: Compliance, Auditing & Reporting Friday, September 24, 2010 - Houston
The second day covers everything you need to know about IRAs which includes all legislative updates. For beginners, this day builds on the information learned on the first day. Day two is an intense day of advanced training covering distributions, excesses, reporting and every detail an IRA specialist must know.
Hilton Houston Hobby Airport Hotel 8181 Airport Blvd. Houston, TX 77061 (713) 645-3000 Room Rate: $109 per night Rate deadline: September 8, 2010
Be sure to indicate to the hotel that you are with the Texas Credit Union League group to get the special sleeping room rate. Seminar participants are responsible for making their own hotel reservations.
Deborah L. Crawford is president of gettechnical inc. She specializes in the education of credit union employees and officers in the areas of deposit account laws, new account documentation, complex compliance regulations, and IRAs. Crawford is well known within the industry for her humorous delivery, personal accounts, and promise to reach each and every attendee, will be a significant benefit for your credit union, your IRA program, and your members.
TCUL is registered with the Texas State Board of Public Accountancy (TSBPA) as a sponsor of continuing professional education on the State Registry of CPE Sponsors. The state board of accountancy has final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the Texas State Board of Public Accountancy, 333 Guadalupe, Tower 3, Suite 900, Austin, Texas 78701-3900. Web site: www.tsbpa.state.tx.us.
Certified Public Accounts (CPAs) may earn up to 7 continuing professional educational credits (CPE) for each seminar. No advance preparation or prerequisites are required. For more information regarding administrative policies, such as complaint or refund, please contact TCUL at 800-442-5762, ext. 6630.
$299 Per Attendee / Per Day
Your investment includes instruction, extensive handouts, continental breakfast, lunch, and two (2) refreshment breaks.
Walk-ins accommodated on space available basis.
Registrant Cancellation Policy
Substitutions are always welcome. Registration fee refunds (less a $50 processing fee per person) are granted for cancellations received in writing two weeks prior to the seminar.
Seminar Cancellation Policy
Locations with less than 20 registrants four weeks out may be cancelled. In event of cancellation, all registrants will be notified.
Grant Assistance
Visit the TCUF website (www.tcuf.coop) or call (800) 442-5762 ext. 6448 for Texas Credit Union Foundation (TCUF) educational assistance. Grant requests must be received by the quarterly application deadline.