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25mar(mar 25)2:00 pm28(mar 28)12:00 pmNavigating the Future with Gen AI2024 CULytics Summit
Join CULytics for this valuable event! There is a lot of talk about Generative AI. This event is specifically geared towards leaders of the data
Join CULytics for this valuable event!
There is a lot of talk about Generative AI. This event is specifically geared towards leaders of the data and digital transformation in the credit union industry.
This event is crucial for a wide spectrum of individuals in the credit union ecosystems, as Generative AI will reshape every aspect of the industry.
Attending the Summit will:
-Help you Navigate the AI Revolution
-Provide Expert Knowledge and Best Practices
-Help you Stay Ahead of the Industry Trends
-Empower Your Team and Organization
Price: $795 per person before Jan 15th or $895 per person after.
Special Perk for Utah’s Credit Unions!
Enter Code: UCUA during checkout and receive a $25 Amazon Card
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25 (Monday) 2:00 pm – 28 (Thursday) 12:00 pm(GMT-07:00)
Microsoft Commons
15255 Northeast 40th St
28mar6:30 pm8:30 pmCU Training Night: Utah County
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.
The dinner location will be at La Jolla Groves, in Provo, UT.
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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(Thursday) 6:30 pm – 8:30 pm(GMT-06:00)
La Jolla Groves
4801 North University Ave, Suite 600
01apr6:00 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) 6:00 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)
08apr9:00 amSkip Tracing Tools and Techniques
Description RELEASE DATE: APRIL 8, 2024ESTIMATED DURATION: 60 MINUTES Things are beginning to cool off
Things are beginning to cool off in the economy and heat up in collections. Now is the time to get in touch with many of your borrowers again. The good news is, you will have a fresh start at establishing a positive relationship. The bad news? You won’t be able to find many of them. Between address changes, job changes, phone service changes, and other life shifts, prior communication methods may no longer work.
What if there was a way to reduce the time and frustration of skip tracing and increase the accuracy of your efforts? This interactive webinar will offer innovative guidance and resources to help you uncover more lost borrowers and open up more recovery opportunities. From maximizing in-house efforts to using the latest technology to uncovering hidden location assets and leveraging third-party resources, join financial institution attorney and collections veteran David Reed as he examines the latest tips, tricks, and landmines in skip tracing.
Attorney, author, consultant and nationally recognized trainer, David A. Reed is a partner in the law firm of Reed and Jolly, PLLC. Through Reed and Jolly, Mr. Reed provides guidance to credit unions concerning a variety of matters including the establishment and revision of policies and procedures, organizational compliance, collections, security, contractual agreements, regulatory matters and corporate governance. In addition to his legal expertise, Mr. Reed is a Certified Fraud Examiner and Chairman of a Supervisory Committee.
A former trial attorney and Vice President and General Counsel of Apple Federal Credit Union, Mr. Reed is particularly noted in the areas of credit union operations, governance, security, bankruptcy and collections. He has been selected to train federal and state field examination staff on numerous issues including BSA, Field of Membership, ID Theft Red Flags, S.A.F.E Act, Third Party Contract Management, Cybersecurity and Bankruptcy.
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(Monday) 9:00 am(GMT-06:00)
March 21, 2024
March 18, 2024
March 14, 2024
March 12, 2024
March 7, 2024