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19apr(apr 19)8:00 am20(apr 20)1:00 pmCredit Union Summit
Join Utah’s Credit Unions for our biggest event of the year, an exciting two-day Credit Union Summit at the Salt Palace Convention Center. We feature dynamic speakers who will present
Join Utah’s Credit Unions for our biggest event of the year, an exciting two-day Credit Union Summit at the Salt Palace Convention Center. We feature dynamic speakers who will present on a variety of topics geared for credit union executives, management, staff, and volunteers. We also host dozens of exhibitors with info on a variety of products and services. It’s a great place to learn, explore, and network with credit union peers.
Registration is now open, click the large “Learn More” link below for more information and to register.
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19 (Friday) 8:00 am – 20 (Saturday) 1:00 pm(GMT-06:00)
Salt Palace Convention Center
100 S West Temple
22apr1:00 amGuidance and Compliance for Serving Marijuana Related BusinesseseTrain Webinar
RELEASE DATE: APRIL 22, 2024ESTIMATED DURATION: 60 MINUTES Does your credit union have confusion surrounding marijuana related businesses? Could
Does your credit union have confusion surrounding marijuana related businesses? Could your credit union use some assistance on how to offer these services? Where do you start or how do you continue serving these members? Join Crystal Streeper with ViClarity, as she addresses questions , concerns, and helps you prepare your policies, procedures, and best practices to supply financial services for these members. Register today!
Crystal Sagum has over 14 years of experience in the financial industry, specializing in credit union operations, lending, and compliance. Currently a Compliance officer with ViClarity, Crystal provides state and regulatory compliance assistance and training to our affiliated credit union leagues and partners in California/Nevada along with various credit unions nationwide. At ViClarity, we support credit unions with a variety of services and solutions that tackle governance, risk, and compliance management, so you can stay focused on your mission to improve the financial wellbeing of your members and communities.
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(Monday) 1:00 am(GMT-06:00)
22apr9:00 amUnderstanding the Virtual Currency World
RELEASE DATE: APRIL 22, 2024ANTICIPATED DURATION: 60 MINUTES Virtual currency is not just an investment opportunity but a platform
Virtual currency is not just an investment opportunity but a platform for emerging technology, such as smart contracts, payment processing, and gaming applications. This session will cover points of access, blockchain functionality, and alternative uses for this technology. Virtual currency is not just Bitcoin or stablecoin, it is also a platform for emerging technology, such as smart contracts, payment processing and gaming applications.
Learning Objectives:
Wipfli brings the curiosity needed to uncover what’s been overlooked. Our ingenuity helps create unexpected results. Our team of more than 3,200 associates works together to bring integrated solutions to turn data into insights, to optimize workflows, to increase margins and to transform through digital innovation.
Others see problems. We see possibilities.
Our people are eternal students, bringing cross-industry experience and creativity to help clients see beyond today’s most complex business challenges.
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(Monday) 9:00 am(GMT-06:00)
01may12:00 pm2:00 pm@Lunch Networking: Organizational Development
Professionals from Utah’s credit unions who work in HR, development, training, culture, and related areas are invited to join us for this round table, where you can discuss
Professionals from Utah’s credit unions who work in HR, development, training, culture, and related areas are invited to join us for this round table, where you can discuss pressing (or not pressing) issues on your mind.
Discussion will be moderated by Association staff, with a few topics to lead off (to be determined), then an open forum to discuss whatever else attendees have on their mind.
The round table will last as long as there’s compelling discussion.
Participants will enjoy a lunch at no cost. If you’re not a credit union professional in the discipline but work in a different specific operational area at one of our Utah credit unions, and would like to join a round table, take a look at our list of other round tables. If there’s not one that meets your interests, please let us know at sn@utahscreditunions.org.
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(Wednesday) 12:00 pm – 2:00 pm(GMT-06:00)
Association Office
455 E 500 S, Suite 400
06may1:00 amCompliance Rules for Frontline StaffeTrain Webinar
RELEASE DATE: MAY 6, 2024ANTICIPATED DURATION: 90 MINUTES Your member-facing staff can make or break your compliance program, as
Your member-facing staff can make or break your compliance program, as they are often the first (and sometimes the only) employees a member sees. They need to know a little about a lot. And that’s what this session provides. We’ll focus on how frontline staff can engage members and sell products without violating consumer protection laws – what you can and cannot say or ask, what disclosures must be made, and specific timeframes that must be met to preserve the rights of both member and credit union. And we’ll talk about why the rules exist, because when you need to know a little about a lot, it helps to understand the reasoning.
Topics will include:
Aux is a CUSO (Credit Union Service Organization) located in Lakewood, Colorado, near Denver. Our company has been around since 1992, originally founded to assist credit unions with shared branching and service centers. Although we have evolved over the past two decades into something much more complex and diverse, one thing remains the same: our core reason for existence. We are here to help the people “who help the people,” as the old credit union saying goes – to help credit unions help their members.
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(Monday) 1:00 am(GMT-06:00)
08may12:00 pm2:00 pm@Lunch Networking: CFO/Accounting/ALM
Professionals from Utah’s credit unions who work in accounting and related areas are invited to join us for this round table, where you can discuss pressing (or not
Professionals from Utah’s credit unions who work in accounting and related areas are invited to join us for this round table, where you can discuss pressing (or not pressing) issues on your mind.
Discussion will be moderated by Association staff, with a few topics to lead off (to be determined), then an open forum to discuss whatever else attendees have on their mind.
The round table will last as long as there’s compelling discussion.
Participants will enjoy a lunch at no cost.If you’re not a credit union professional in the discipline but work in a different specific operational area at one of our Utah credit unions, and would like to join a round table, take a look at our list of other round tables. If there’s not one that meets your interests, please let us know at sn@utahscreditunions.org.
more
(Wednesday) 12:00 pm – 2:00 pm(GMT-06:00)
Association Office
455 E 500 S, Suite 400
April 16, 2024
April 15, 2024
April 12, 2024
March 21, 2024
March 18, 2024