March 21, 2017
In This Issue
 
LCUL Orientation - Dues Supported
April 25, Baton Rouge (9am - 11 am)

The results of our recent member survey revealed to us that some of our member credit unions simply aren't aware of all that the League offers. Whether you are new to the movement or could simply use a refresher, League orientation allows you to see what League Affiliation is all about and how your credit union benefits. 

LCUL Staff invites all credit union staff and board members to join us to learn more about our strategic initiatives and discover the many resources, products and trainings available to member credit unions.   

This program is at NO cost to member credit unions, but registration is required.  Click Here for More Information
 
*Note - this free program is being held prior to the start of the Louisiana Governmental Affairs Conference.  To learn more about how you can advocate for credit unions at the State Legislature by attending this conference, click here. *
BSA Officer Training
April 26, Baton Rouge
 
Debbie Crawford of GetTechnical Inc, is here to help make preparing for your BSA exam simple and easy with this review of all the new BSA regulatory issues.

This is the one event where we join up with the LBA for training on a topic of equal importance to both groups.  Reserve your seat today, space is limited and filling up FAST! 
 
This year we will focus on investigations, new types of crime and payment mechanisms. Plus we will begin the countdown to customer due diligence programs and look at the examination expectations for 2017.

Here's a little taste of what you can expect to learn:
  • Navigating the law & exam manual
  • Recent sanctions & lessons learned
  • Implementing new CDD rules
  • Investigations & filing SARs & common errors
  • BSA risk in new payment mechanisms
  • Examination hot spots....and so much more!

All attendees receive a BSA officer toolkit containing sample policies, audit, law, exam manuals, training power points for training your staff and more!

 

Louisiana Share Accounts Basics & Advanced
May 10 - 11, Lafayette
  state
Come learn all the In's and Out's regarding opening and handling Louisiana Share Accounts. Whether you are relatively new and can benefit from introduction to the basics or you're a veteran and are ready to dive into a deeper level of knowledge of the more complex issues, LCUL has you covered.  

May 10: Share Accounts Basics
Identification, Social Security Numbers, Completing Account Cards and More! 

The Basics is designed for member service representatives with under three years of experience, but serves as a great refresher course for everyone.  This fundamentals course sets a solid foundation for account cards, state law, and federal law that accounts must operate within.    
  • Types of Identification and security features
  • Taxpayer Identification Numbers
  • Completing account cards 
    • 20 legal account ownerships from individual to minor accounts
  • NCUASIF Insurance 
Day Two: Share Accounts Advanced
Trust, Business Accounts, Power of Attorney Documents and More! 

Designed for those with over 3 years of experience, the Advanced session focuses on the fiduciary type of accounts like successions, power of attorney's, social security accounts, businesses and trusts.
  • Successions and affidavit requirements
  • How to handle power of attorneys 
  • Living Trusts and other types of trusts
  • Business Accounts review and new CDD rules
  • UTMAs, social security accounts and veterans
Sessions can be purchased independently or save money when the same student attends the full 2 day program!

Branch Manager's Forum
June 7, Shreveport/Bossier City

**NEW** PROGRAM JUST ADDED TO THE SCHEDULE 
Are you ready to become a Branch Manager who ROCKS?? 

Rory Rowland is excited to return to LCUL to share the secrets to excel at your leadership & management role.

Join your management peers to learn how to build a team that works together and how to coach and motivate that team to be committed to success!
  
What will you gain from this workshop?
  • Learn effective coaching techniques & practice them in a safe environment
  • Discover the value of intrinsic motivation
  • Prevent resistance with a simple training technique
  • Unlock the mystery of the Underperformer
  • Master the keys to time management
  • Reveal the Pygmalion effect
  • Uncover how to leave a legacy
  • And so much more...including open forum discussion and best practices idea exchange while gaining priceless networking time with your peers!

Click here for more information.

SRCUS CUNA Management School
June 9-16, Univ. Of Georgia
"8 days x 3 years = CU Career Success"

Registration is now open for the 2017 session of the Southeast CUNA Management School.  The program, referred to by students as SRCUS will be held June 9 - 16th on the campus of the University of Georgia. 

The school curriculum combines classroom lectures, outdoor challenge courses, in-depth credit union analysis projects, presentations and more to stimulate leadership, teamwork, self-confidence and problem solving abilities. 

This 3 year in-residence program prepares credit union's emerging leaders for credit union career growth and success. Come find out why your Louisiana peers have proclaimed:
  • "SRCUS exceeded by expectations"
  • "SRCUS is a life changing experience"
  • "The connections I made here are the kind that last a lifetime"
LCUL will once again be awarding partial fee re-imbursement scholarships to help defray the overall program cost.  Scholarship Application Deadline is March 31st! 

SRCUS Director's Conference
July 16 - 19, Biloxi, MS

Join peers from credit union boards across the Southeast for two-and-a-half days of education and networking specifically designed with credit union volunteers in mind. 

The 2017 Southeast Director's Conference is set for July 16-19, at the Beau Rivage Hotel on Biloxi Beach.  Our agenda blends a perfect mixture of education, networking, open forum discussion and socializing with your peers.  We are excited to present a full range of informative educational sessions from industry experts highlighting leadership, the economy, lending, member engagement, industry changes and so much more!
Don't miss this conduit for learning about today's ever changing financial industry. 

Upcoming Webinars
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LCUL has a vast array of webinar programs year round from a pool of presenters on a wide variety of topics and at multiple price points...for when you just can't get away from the office. 
 
Click on each listing below for additional details.
***FREE*** Archived Webinar  for LCUL Members Listed Below ***FREE***
  • Supervisory Committee Basic Duties & Responsibilities Click Here
Special Reminder - LCUL Peer Groups

 

Membership is now open for LCUL's Peer Groups in the following fields:

  • Marketing 
  • Compliance
  • Member Business Services

This platform is designed for Louisiana credit union professionals in the same field to connect, share resources, swap ideas and develop business relationships. 

 

Plus, the Disney Member Service webinar on March 23rd will also be available as a FREE archive to peer group members.. 

 

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.
   

 

  • Underwriting & Collections - June 21-22 (Baton Rouge)
  • LCUL Annual Meeting & Convention - July 26-29 (New Orleans)
  • New Laws & Compliance Conference - NEW dates Aug 22-23 (Baton Rouge)
  • Supervisory Committee Conference (with Director's Track) - Sept 17-20 (Point Clear, AL)

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!