RELEASE DATE: APRIL 22, 2024
ESTIMATED DURATION: 60 MINUTES

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!

MEET THE SUBJECT MATTER EXPERT:

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.

RELEASE DATE: APRIL 22, 2024
ANTICIPATED DURATION: 60 MINUTES

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:

• Learn the difference between a centralized and de-centralized exchange network
• Understand blockchain technology
• Discuss interagency regulatory guidance

MEET THE SUBJECT MATTER EXPERT

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.

RELEASE DATE: MAY 6, 2024
ANTICIPATED DURATION: 90 MINUTES

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:

• Account opening
• Negotiable instruments
• Bank Secrecy Act and OFAC requirements
• Fair Lending issues

MEET THE SUBJECT MATTER EXPERT:

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.