2020 Idea Institute

Registration is now open for the 2020 Idea Institute on September 21-23 at the Westin Jekyll Island, GA. This event is geared toward CEOs, C-Suite, Board Chairs, and/or progressive Board Members. Topics to be presented include Maximizing Income in an Uncertain World, Culture + Accountability = Success, and featuring ideas for innovation, growth, collaboration, and more. This event provides invaluable leadership education to apply at your credit union and opportunities to network with your peers.

Book your room at the four-star Westin Jekyll Island today by clicking here.

Click here to secure your spot today!

Virtual IRA Workshop

LSCU is hosting a Virtual IRA Essentials & Advanced Workshop on Sept. 22 and 23. 

IRA Essentials gives attendees a solid foundation of IRA knowledge. Topics includes Introduction and Establishing IRAs, IRA Funding, IRA Distributions, and IRA Portability. Attendees will leave this session able to work with IRA owners and process basic IRA transactions with confidence. This is a beginner’s session; no previous IRA knowledge is assumed.  

Advanced IRAs builds on the attendees’ basic IRA knowledge to address some of the more complex IRA issues that their financial organizations may handle. Topics include IRA Update, Required Minimum Distributions, Beneficiary Options, Advanced Portability, Roth IRA Conversion Contributions, and IRA Excess Contributions. This is an advanced session; previous IRA knowledge is assumed. 

IRA Essentials Workshop/Sept. 22: $219 per person
IRA Advanced Workshop/Sept. 23: $219 per person
IRA Essentials and Advanced Workshops/Sept. 22 & 23: $425 per person 

Register here today!

LSCU BSA Virtual Workshop Recording
If you missed the BSA Virtual Workshop that took place on May 20, no need to worry because we have got you covered! The workshop was recorded and is available for purchase. Topics covered include The Five Pillars of a BSA Program/The Paper Trail-CTRs, SARs, Monetary Instruments, Funds Transfer Travel Rule, BSA Background/Definitions/Risk Assessment, 314a and 314b, MSBs/BSA Case Studies and much more. This workshop is designed for credit unions that handle the day to day aspects of BSA with up-to-date information important to their jobs, while fulfilling the training requirement under the regulation. Click here to purchase the recording today.

Supervisory Committee Certification Program 

The LSCU has partnered with Synergy Credit Union Consulting and the Louisiana Credit Union League to offer our credit unions an online and on-demand supervisory committee certification program. This program contains an overview and 5 educational modules listed below. Ancin Cooley, the trainer for these educational modules, may be a familiar face. He is a highly rated speaker that has presented at league events and supervisory committee and director training in our three states for many years.

Topics include:

• Supervisory Committee Course Overview
• Your Role as a Supervisory Committee Member
• Understanding Your Audit Universe
• The Month to Month Work
• Supervisory Committee Chair Roles and Responsibilities
• Deep Dive: Understanding Your Audit Reports.

Click here for more details and to register! 
 

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Webinar Wednesdays
LSCU & Affiliates is providing FREE online learning opportunities in the form of webinars directly to member credit unions every Wednesday. Webinars being offered to LSCU member credit unions will focus on timely topics and provide meaningful information employees can bring back and put into practice at their credit unions. The webinar offerings are also designed to help credit union employees acquire valuable skills to continue their path to professional excellence. 
 
The series includes: 

July 8 -  10:00 – 11:00 a.m. ET
COVID-19 Frauds and Scams
Presented by America's Credit Unions Mutual Group

July 15 -  10:00 – 11:00 a.m. ET
How the Current Market Turmoil Is Impacting Your SERP
Presented by OM Financial

July 22 -  10:00 – 11:00 a.m. ET
Lending Risk for Credit Unions as We Define the “New Normal”
Presented by America's Credit Unions Mutual Group

July 29 -  10:00 – 11:00 a.m. ET
Digital Transformation – Market Impact and Opportunity
Presented by Sherpa Technologies

Register now to discover more about preparing your credit union for future success. Webinars will be recorded and provided to attendees following each webinar.

Additional Webinars:
 

July 1

Top 10 Consumer Loan Documentation Mistakes
 

July 7

Annual Training for the Branch: BSA, Identity Theft & Regs CC, D, E & Truth in Savings

July 8

Fraud by Channel Type: Check, Debit, Credit, ACH & Wire

July 9

HR Compliance: Lessons Learned from Massive HR Failures

July 13

Audit & COVID-19: A CFO Roadmap

July 14

Completing the TRID Closing Disclosure Line-by-Line
 

July 15

Growth & Transformation Series: Attracting Millennials: The Next Generation of Revenue

July 16

HMDA: Still a Four-Letter Word?

July 20

Regulation E Myth Busters

July 21

Responding to Garnishment & Levy Demands

July 22

Call Report Financial Statements B-E

July 23

Boards Behaving Badly: Handling Unruly Directors

July 28

Handling Consumer Complaints & Disputes

July 29

Beneficial Ownership Rules for Business Accounts & Loans

July 30

Lending to Self-Employed Borrowers