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Reminder: LCUL Orientation (Dues Supported)
April 25, Baton Rouge (9am - 11 am)
Time is running out to join us for this Dues Supported Program next Tuesday Morning!
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 just 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.
*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 check out the full program description and registration - click here. *
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Louisiana Share Accounts Basics & Advanced
May 10 - 11, Lafayette
Is your recipe for opening and handling Louisiana Share Accounts a bit bland? Join us in Lafayette to spice your frontline and member service staff training up a notch! . 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 with this program taught by Debbie Crawford of GetTechnical, Inc.
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
May 11: Share Accounts Advanced
Trust, Business Accounts, Power of Attorney Documents and More!
The Advanced course is designed for those with over 3 years of experience, this 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
- NEW Customer Due Diligence (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!
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Branch Manager's Forum
June 7, Shreveport/Bossier City
PROGRAM RECENTLY ADDED TO SCHEDULE!
Get read 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!
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SRCUS CUNA Management School
June 9-16, Univ. Of Georgia
"8 days x 3 years = CU Career Success"
Early Bird Registration is closing soon for the 2017 session of the Southeast CUNA Management School. Just a few spots remain for new first year students with tuition to rise on May 1st. Don't delay if you want to join ths career advancement
program.
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"
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Underwriting & Collections Workshop
June 21-22, Baton Rouge
Pierre Cardenas returns to LCUL for this 2 day program that uncovers the lost art of underwriting and it's delicate counterpart...Collections.
Join us to learn how these 2 roles work in tandem to maximize and strengthen your loan portfolios. Pierre uses your own credit union as a teaching tool, so be prepared to bring some actual loans for analysis, dissection and discussion!
Here's a taste of what to expect:
- Evaluating, Mitigating & Managing Risk
- Building Loan Portfolios
- The important role Policies play in underwriting
- Risks associated with 7 different portfolio types
- Best Practices in Collections
- Strategic Collection Strategies vary per portfolio type
- Interactive, hands-on session delving into your own CU's actual loans & denied applications!
- Peer Networking & Open Discussion of issues you face in your Credit Union daily.
Click Here for Full Details & Registration |
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SRCUS Director's Conference
July 16 - 19, Biloxi, MS
Join peers from credit union boards across the Southeast at the Beau Rivage Hotel on Biloxi Beach from July 16 - 19 for two-and-a-half days of education and networking specifically designed with credit union volunteers in mind.
We are excited to present a full range of informative educational sessions from industry experts such as Harry Black, Mike Kelly, Dr. Samuel Jones, Dr. Dale Henry and more.
Session topics will include changes facing our industry, leadership, the economy, lending, member engagement - just to name a few! Don't miss this conduit for learning about today's ever changing financial industry blended with just the right mix of networking and social engagement with your peers!
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Upcoming Webinars
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
- Supervisory Committee Basic Duties & Responsibilities Click Here
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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. The webinar, "Member Service the Disney Way" is currently available as a FREE archive to peer group members; accessible on your password protected LCUL web page.
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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.
- LCUL Annual Meeting & Convention - July 26-29 (New Orleans) Registration due to open this week!!
- 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! |
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