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18mar9:00 amHow to Effectively Prepare for an Audit or Exam
RELEASE DATE: MARCH 18, 2024ANTICIPATED DURATION: 60 MINUTES Audits and exams can be overwhelming and stressful. This one-hour session
Audits and exams can be overwhelming and stressful. This one-hour session will discuss five key steps your institution can take to prepare for an upcoming exam or audit to reduce anxiety and improve the overall experience. Strategies to reduce anxiety and improve the overall experience is the learning objective of this training.
Danielle Damon is a manager in Wipfli’s financial institutions practice. She works with financial institution clients as a consultant in the areas of process improvements, customized business solutions, Call Report preparation, review and training, and risk based internal audit. Danielle’s experience includes over 20 years of working in the financial institutions industry. She uses this experience to evaluate processes, develop solutions, considering the internal control environment, and provide customized process updates and training to lead financial institutions to success.
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)
20mar6:30 pm8:30 pmCU Training Night: Eastern Utah
Join Heather Line for a discussion about what happens after the credit union files Currency Transaction Reports and Suspicious Activity Reports. The credit union spends a lot of
Join Heather Line for a discussion about what happens after the credit union files Currency Transaction Reports and Suspicious Activity Reports. The credit union spends a lot of time and money getting these BSA-related reports correct. The big question is: Does anyone really look at these reports? The good news is that they do. There have been numerous crimes identified due to required BSA reporting. Law enforcement relies on reports filed by financial institutions to aid them in criminal investigations.
**Although this evening can be part of required BSA training, both credit union employees and volunteers will need additional training to meet BSA training requirements. No worries! Heather will be providing links to online training that can fulfill this obligation.
Dinner location TBD.
Dinner starts at 6:30 PM.
We do not need individual names for this event. Select the number of meals required for your group.
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(Wednesday) 6:30 pm – 8:30 pm(GMT-06:00)
21mar10:00 am12:00 pmPrivacy and Information SecurityCompliance Essentials
The third class of our 2024 Compliance Essentials Series will discuss Privacy and Information Security. Privacy/Reg P: Definitions including what
The third class of our 2024 Compliance Essentials Series will discuss Privacy and Information Security.
Privacy/Reg P:
Information Security:
Time: 10:00 AM – 12:00 PM
Location: Online only. (Zoom links will be provided to registrants prior to meeting)
Cost: This class is FREE to all member credit unions
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(Thursday) 10:00 am – 12:00 pm(GMT-06:00)
01apr1:00 amCard Payments Fraud and Risk MitigationeTrain Webinar
RELEASE DATE: APRIL 1, 2024ESTIMATED DURATION: 60 MINUTES Card fraud poses unique risk to your financial institution. This session
Card fraud poses unique risk to your financial institution. This session addresses common types of fraud scams and outlines sound business practices an organization should consider in reducing loss and minimize risk. Additionally, we will identify the rules and regulations that govern the card networks and tools that are available to assist in combating card fraud.
Before coming to WesPay, Connie LaChance spent nearly twenty years working in the credit union industry. She began her career in accounting and quickly became immersed in ACH payments. For over twelve years, she has been involved in ACH Operations; with the past eight years managing the ACH department at Ent Credit Union and participating in the Federal Reserve’s Retail Payments Advisory Group. Connie currently holds the AAP, APRP, and NCP designations.
As an innovative payments association, Wespay is dedicated to guiding members through the ever-evolving payments industry with education, information, advisory and advocacy services. Our dedicated team partners with financial institutions, fintech companies, third-party payment providers and organizations that supply payment services related to operations and compliance, risk management and fraud, as well as payments strategy and planning.
As a Direct Member of Nacha, Wespay is a specially recognized and licensed provider of ACH education, publications, and support. Wespay is directly engaged in the Nacha rulemaking process, the Accredited ACH Professional (AAP) Program and the Accredited Payments Risk Professional (APRP) Program. Additionally, Wespay is partnered with ECCHO, as a designated Educational Partner for the National Check Professional (NCP) accreditation program
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(Monday) 1:00 am(GMT-06:00)
02apr10:00 am11:00 amFind the Energy & Confidence to Lead -Part 1Ignite Leadership Series
Unlocking the secret to transformative personal and professional growth lies at the heart of The Confidence Cycle. In this captivating presentation, attendees will embark on
Unlocking the secret to transformative personal and professional growth lies at the heart of The Confidence Cycle. In this captivating presentation, attendees will embark on a journey of engagement and empowerment, discovering the pivotal role that confidence plays in navigating change and thriving in all aspects of life. With an invigorating blend of inspiration and science-backed strategies, this 2 part training delves into the three critical decisions that form the bedrock of the Confidence Cycle, enabling individuals to break free from their comfort zones and embrace change with open arms. The Confidence Cycle becomes a roadmap to bolstering self-confidence, proving that even modest choices can pave the way for extraordinary and lasting change
Price
We are offering both an individual per-person rate and a credit union rate (for credit unions signing up multiple people)
$85 per person for each session
$399 per credit union for each session (best for organizations signing up 5 or more attendees)
*If you signed up for the 2024 Ignite Leadership Series annual package, you will be automatically signed up for each event.
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(Tuesday) 10:00 am – 11:00 am(GMT-06:00)
03apr12:00 pm2:00 pm@Lunch Networking: CEO’s
Credit union CEOs from Utah’s credit unions are invited to join us for this round table, where you can discuss pressing (or not pressing) issues on your mind.
Credit union CEOs from Utah’s credit unions 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 CEO, but work in a 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
March 18, 2024
March 14, 2024
March 12, 2024
March 7, 2024
February 28, 2024