Volunteer financial literacy training

Late last year the NCUA passed a rule that requires volunteers of federally chartered credit unions to have a solid understanding of credit union financials. This requirement is being called the "financial literacy" rule.

To help your volunteers meet this requirement, the Utah Credit Union Association is offering a special one-day training, to be held at the Salt Lake City Hilton on March 10, Tim Harrington will teach volunteers about the balance sheet, income statement, ratios, and more. Volunteers will walk away with a better understanding of what all the numbers mean. Click here for a full-page description of the training.

Because we're offering this full day of training as a bonus to the annual meeting, any credit union that attends the annual meeting can send volunteers to this bonus day for just the cost of the meal: $20.00 per volunteer. Credit unions that are not attending the annual meeting can send volunteers for the full price of $185 per volunteer.

Space is limited, so sign up early!

Registration

If your credit union is attending the annual meeting, go ahead and sign up for this day of training on the annual meeting page. Here is a link to register for the Annual Meeting.

If your credit union is not attending the annual meeting, please register using the links to the left.

Our Speaker: Tim Harrington

Exploding the stereotype of his profession, Tim Harrington is a Certified Public Accountant who is also a dynamic speaker. Tim has that rare ability to make complex subjects very simple. As an expert in the field of credit unions, he has worked with hundreds of credit unions from coast to coast, spoken at over 400 conferences and met with tens of thousands of credit union volunteers and employees throughout the United States.

Since 1996, Tim has been President of T.E.A.M. Resources, a firm which provides Board Governance advice, consulting, strategic planning, and training to credit unions from California to Maine. TEAM Resources’ clients range from a few million in assets to the billions in assets.
 
Tim was formerly the Chairman of the Board of a $150 million credit union in Tucson, Arizona. Tim was appointed to the Board of this troubled credit union in 2001 and served until 2006. During his time on the Board, the credit union evolved from losing over $2,000,000 per year to becoming the strong and profitable financial institution today.
 
Tim was formerly an Associate Partner with Cotton, Parker, Johnson & Co., P.C., the nation’s 3rd largest auditor of credit unions. Mr. Harrington has been working with credit unions since 1989 when he directed the Internal Audit of a large credit union in Tucson, Arizona. Prior to that, he was with a national accounting firm and has been in public accounting since 1980.
 
Because of his knowledge, wit and unpretentious delivery, Tim is a much sought after speaker in the credit union movement. Tim has made presentations for many national credit union organizations and NCUA, as well as for the credit union leagues in forty-eight states. In addition, Tim is on the faculty of the CUNA “CU Finance for Non-Financial Managers and Volunteers” School. This school is held annually on both coasts.   
 
Tucson, Arizona has been home since 1980. Tim is a native of Montana and holds a BBA in Accounting from Gonzaga University in Spokane, Washington and did his graduate studies at the University of Washington in Seattle. He has also attended universities in Morelia, Michoacan, Mexico and Florence, Italy and speaks several languages.

Date 3/10/2011 9:00 AM to 3:00 PM
Location:
Hilton Salt Lake Center
255 South West Temple
Salt Lake City, UT 84101
Contact:
mp@utahscreditunions.org
(801) 972-3400

Registration is currently not open for this event.