March 2018
In This Issue
 
Just 2 weeks until the WOW factor comes to Louisiana!
March 22- Lafayette

Impressing our members and solidifying our relationship with them is one skill that we can never get enough training on.   

 

Rory Rowland returns to Louisiana, by popular demand.  This time he will help your team discover new strategies and mindsets to WOW your members!  


 

Member Service with WOW

Session highlights include:

  • Uncovering words & actions that signal a "ready-to- help" attitude.
  • The 3 simple ways to build trust with your member
  • Why "How you say it" is so important
  • Master the keys to increase value to your members
  • Challenge yourself to end each transaction positively
  • Develop a member focused culture at your CU
  • Take a confidential self-audit to compare your member service skills against the pros.

Click here for more information.
Everyone could use an extra dose of
Account Card Do's and Don'ts!

Share Accounts Basics
March 27 - Shreveport
LCUL is excited to bring our one day basics program to Shreveport and  our advanced program to Lake Charles. This is the place to get your Share Account Do's and Don'ts concisely and simply presented by LCUL favorite presenter, Debbie Crawford
 
Here's just a few of the BASICS topics Debbie will be covering
  • Set up & Title Individual, Joint & POD Accounts
  • Matching identification and IRS records
  • Completing the W-9 and W-8BEN 
  • Business Account Titling & TINs
  • Minors and UTMA
  • Disclosures - what they are and what they cover
 
Did you know that you can save $50 when you register the  same attendee for the Basics and the Advanced course?

Share Accounts Advanced
April 18 - Lake Charles 
Do you have 3 or more years experience?  If so, you are ready to step up your level of Share Account expertise.  Then join us in Lake Charles as Debbie Crawford takes a deeper dive into changes in account ownership, payouts upon death, successions, trusts and more!

Take a look at some of Debbie's ADAVANCED subjects:
  • Handling POA Documents
  • Social Security and VA account
  • Successions & Estate Accounts
  • Affidavits upon death
  • Curatorship and Tutorship Accounts
  • Opening All business account types
  • Implementing new beneficial ownership rules for business accounts
Be Prepared for the BSA Exam:
BSA Officer Training  
April 25, Baton Rouge 

The BSA Exam is something every credit union has to face annually.  Is your credit union ready?   This program includes so much more than just a review of the law.
 
Debbie Crawford will also lead discussion on:
  • BSA risk in new payment mechanisms. 
  • Lessons learned from recent sanctions
  • Ever evolving types of financial crimes
  • Developing a more robust risk assessment
  • Examination hot spots and how to avoid them
  • and so much more! 
Year Round Webinars

Webinar Online Internet Website Web Page Concept
LCUL has a vast array of
webinar programs from a pool of presenters on a wide variety of topics in both live and archive format ...for when you just can't get away from the office. 

Click below for the full listing broken down by subject area.
*This Month's Webinar Spotlight* 

 

 
 

Recent Changes to the Call Report and the Top 10 Errors  - March 20
Presented by the LCUL CU Webinar Network

The call report is constantly changing. During this 90 minute webinar you will learn the top 10 errors and how to avoid these costly mistakes. 
  • New loans and leases schedule
  • Inclusions/Exclusions to loan & delinquency schedule
  • Accounting for foreclosed/repossessed assets

Takeaway took kit includes links to updated forms and instructions, employee training log & a quiz with answer key. 

Your educational investment is $200 .
Southeastern Region Credit Union Management School (SRCUS)
June 8 - 15, Athens, GA

Are you serious about elevating
and advancing your credit union career? If so, The SRCUS CUNA Management School in Athens, Georgia is the right fit for you! 
 

Registration is now open for this 8 day intensive management school program where the curriculum is based on a blended combination of  classroom lecture, outdoor physical challenge courses, simulations, written analysis projects, white papers, presentations, a live debate and much more. 
  
LCUL Team Synergy....
Events from other league departments
The Education Department is proud to work hand-in-hand with our other departments and our education partners to coordinate and promote their events as well.  Click on the links in the list below for more information on any of the following programs. Registration open now! 

 

CUNA comes to NOLA 
Save the Dates!
 

Mark your calendars now to join us for these programs coming up in the next few months.

More details will be posted as these events draw closer.        
  • FiCEP Recertification - registration opening this week!
  • Financial Industry Technologies - May 9- Baton Rouge
  • University of Lending - June 12-14, Baton Rouge

Program details are being finalized now and will be published within the coming weeks.  Keep an eye on www.lcul.com and our league publications!

 

Have you noticed that our programs are on the move?  We've been listening to your suggestions & requests and we are hosting more of our programs at various points all over the state at your request.  Keep sharing your input, we're listening!
Your credit union's goal is to be the best member-focused financial institution of choice. Designed to complement that goal, the League's education and training programs offer a full range of development programs for Louisiana credit unions through a variety of conferences, seminars, workshops, webinars, and other learning solutions.