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On-Line Classes
Registration Request Form At Bottom Of This Page
As its newest service, ICUT has been conducting on-line classes throughout the year on key
credit unions issues. An on-line class is an interactive audio enhanced training seminar
that permits credit union personnel to participate from there own offices via the world
wide web. On-line classes offer the safety of your own office environment, cost
efficiencies from not having to travel and educational opportunities that are conducted by
qualified personnel. The program title for each on-line class is highlighted in RED followed by a brief description of its content. To participate
in an upcoming ICUT on-line class simply click on the BUY NOW buttons or
complete the Registration Request Form at the bottom of this page. Thank You.
IRA Training 101
ABOUT THE PROGRAM
This class will explain why members want IRA accounts, the various types of
IRAs, review the proper documentation for IRAs, discuss account closures and answer the
most frequently asked questions.
PROGRAM HIGHLIGHTS
> What is an IRA?
> How much can one contribute?
> How does the CU get IRAs?
> How should the IRA be opened?
> How are deposits made to IRAs?
> When can you withdraw from an IRA?
> When are taxes paid on an IRA?
> Are there penalties for early withdrawals?
> Open Mic
WHO SHOULD ATTEND
> All Member Services Staff
ABOUT THE PROGRAM FACILITATOR
This program will be facilitated by a veteran credit union professional who has
devoted more than 25 years serving as Chief Financial Officer & Chief Executive
Officer for the state credit union League and several credit unions. This credit union
executive holds a Masters in Business Administration degree and has served on the adjunct
faculty for two local universities.
PROGRAM DATE
This program is scheduled for Tuesday December 9, 2008 at 3:30-4:45PM Eastern
Standard
PROGRAM COST
$172.00 For ICUT members
$192.00 For non-ICUT members
REQUIREMENTS
Attendees will need to have Internet access and a separate telephone connection.
REGISTRATION
To register for this on-line class simply click on the BUY NOW button shown below
or complete & submit the registration form below. The deadline for registration is
8:00PM EST December 8, 2008.
Do's & Don'ts of Being a CU Teller (MSR)
ABOUT THE PROGRAM
Attendees will learn about
those issues so important when working the frontline but never received formal training.
PROGRAM HIGHLIGHTS
> Explains what management expects from tellers
> Provides insight for handling difficult members
> Illustrates good work ethic vs "BAD"
> Explains the importance of cross-selling
> Distinguishes a good check from a bad check
> Provides tips for balancing
> Open Mic
WHO SHOULD ATTEND
>New tellers or MSRs needing a "refresher"
ABOUT THE PROGRAM FACILITATOR
This program will be facilitated by a veteran credit union professional
who has devoted more than 25 years serving as Member Services Director, Chief Financial
Officer and Chief Executive Officer for the state credit union League and several credit
unions. This credit union executive holds a Masters in Business Administration degree and
has served on the adjunct faculty for two local universities.
PROGRAM DATE
This program is scheduled for January 13, 2009 at 3:30-4:45PM EST
PROGRAM COST
$171.00 For ICUT members
$191.00 For non-ICUT members
REQUIREMENTS
Attendees will need to have Internet access and a separate telephone connection.
REGISTRATION
To register for this on-line class simply click on the BUY NOW button shown below
or complete & submit the registration form below. The deadline for registration is
8:00PM EST January 12, 2009.
Learn to Lend
ABOUT THE PROGRAM
Attendees will learn the techniques that result in
successful underwriting. This introductory course will provide the foundation for those
aspiring to become effective loan officers and prepare them to be responsible for the
credit union's greatest assets, LOANS!
PROGRAM HIGHLIGHTS
> Current trends in lending (Risk-based lending /pricing & payday lending)
> Review of loan policies
> Explain importance of good underwriting
> Review loan application
> Discuss different forms of income verification
> How to work with credit reports
> Calculating debt-to-income ratios
> Open Mic
WHO SHOULD ATTEND
>Loan processors aspiring to become loan officers
>Credit Committee Members
ABOUT THE PROGRAM FACILITATOR
This program will be facilitated by a veteran credit union professional
who has devoted more than 25 years serving as Chief Financial Officer & Chief
Executive Officer for the state credit union League and several credit unions. This credit
union executive holds a Masters in Business Administration degree and has served on the
adjunct faculty for two local universities.
PROGRAM DATE
This program is scheduled for Tuesday February 17, 2009 at 3:30-4:45PM
EST
PROGRAM COST
$172.00 For ICUT members
$192.00 For non-ICUT members
REQUIREMENTS
Attendees will need to have Internet access and a separate telephone connection.
REGISTRATION
To register for this on-line class simply click on the BUY NOW button shown below
or complete & submit the registration form below. The deadline for registration is
8:00PM EST February 16, 2009.
Advance Supervisory Committee Training: Loan
Risk
Defined, Detected, Measured, Controlled
ABOUT THE PROGRAM
Understanding, monitoring, evaluating and controlling the risk that your credit union will
be exposed to from your loan program will be the heart of this unique educational
opportunity.
PROGRAM HIGHLIGHTS
> Define loan risk
> Describe loan risks controls
> Discuss current loan fraud trends
> Review loan risk detection methods
> Explain how to evaluate loan risk
> Introduce ways to manage risk
> Open Mic
WHO SHOULD ATTEND
> Supervisory Committee
> Internal Audit Personnel
ABOUT THE PROGRAM FACILITATOR
This program will be facilitated by a veteran credit union professional
who has devoted more than 25 years serving as Chief Financial Officer & Chief
Executive Officer for the state credit union League and several credit unions. This credit
union executive holds a Masters in Business Administration degree and has served on the
adjunct faculty for two local universities.
PROGRAM DATE
This program is scheduled for Tuesday March 24, 2009 at 3:30-4:45PM EST
PROGRAM COST
$173.00 For ICUT members
$193.00 For non-ICUT members
REQUIREMENTS
Attendees will need to have Internet access and a separate telephone connection.
REGISTRATION
To register for this on-line class simply click on the BUY NOW button shown below
or complete & submit the registration form below. The deadline for registration is
8:00PM EST March 23, 2009.
Understanding Self-Employed Taxes
FOR MAKING CREDIT DECISIONS
ABOUT THE PROGRAM
Attendees will learn how to
read and interpret the various federal tax schedules used by members applying for credit that are self-employed.
PROGRAM HIGHLIGHTS
> Explain the importance of understanding self employed tax information.
> Review debt-to-income ratio
> Compare traditional paystubs to self-employed tax returns
> Review Form 1040, Form 4562 (Depreciation), and Schedule C
> Open Mic
WHO SHOULD ATTEND
> Lending staff
ABOUT THE PROGRAM FACILITATOR
This program will be facilitated by a veteran credit union professional
who has devoted more than 25 years serving as Chief Financial Officer & Chief
Executive Officer for the state credit union League and several credit unions. This credit
union executive holds a Masters in Business Administration degree and has served on the
adjunct faculty for two local universities.
PROGRAM DATE
This program is scheduled for Tuesday April 14, 2009 at 3:30-4:45PM EST
PROGRAM COST
$174.00 For ICUT members
$194.00 For non-ICUT members
REQUIREMENTS
Attendees will need to have Internet access and a separate telephone connection.
REGISTRATION
To register for this on-line class simply click on the BUY NOW button shown below
or complete & submit the registration form below. The deadline for registration is
8:00PM EST April 13, 2009.
Understanding CU Financials for dummies
ABOUT THE PROGRAM
All members of the management team, Supervisory Committee and Board of Directors
are responsible for the financial well-being of the credit union. This introductory
program will give participants with limited or no financial background the foundation to
understand the financial perspective and to enable them to interpret and effectively
question financial results.
PROGRAM HIGHLIGHTS
> Power of financial information
> Current issues
> Intro to Balance Sheet & Income Statements
> Other KEY Financial Reports
> Key Ratio Analysis
> Trending & Peer Analysis
> Open Mic
WHO SHOULD ATTEND
> All Management, Supervisory Committees and Board with limited financial
backgrounds.
ABOUT THE PROGRAM FACILITATOR
This program will be facilitated by a veteran credit union professional who has
devoted more than 30 years serving as Chief Financial Officer & Chief Executive
Officer for the state credit union League and several credit unions. This credit union
executive holds a Masters in Business Administration degree and has served on the adjunct
faculty for two local universities.
PROGRAM DATE
This program is scheduled for Tuesday May 12, 2009 at 3:30-4:45PM Eastern Standard
PROGRAM COST
$175.00 Per Connection For ICUT Members
$195.00 For non-ICUT members
REQUIREMENTS
Attendees will need to have Internet access and a separate telephone connection.
REGISTRATION
To register for this on-line class simply click on the BUY NOW button shown below
or complete & submit the registration form below. The deadline for registration is
8:00PM EST May 11, 2009.
Supervisory Committee Duties & Responsibilities
ABOUT THE PROGRAM
Attendees will learn that this committee's role goes far beyond verifying members'
accounts and planning an audit. In addition to reviewing all of the committee's duties,
this program will explain how to best manage the committee's time.
PROGRAM HIGHLIGHTS
> Define the committee and its role
> Review qualifications needed and Committee powers
> Explain ALL of the duties and responsibilities
> Discuss the requirements of an Internal Review Program
> Review trends in fraud, scams and identity theft
> How to manage the committee's time
> Open Mic
WHO SHOULD ATTEND
>Internal Audit Staff and Supervisory Committee Members
ABOUT THE PROGRAM FACILITATOR
This program will be facilitated by a veteran credit union professional who has
devoted more than 25 years serving as Chief Financial Officer & Chief Executive
Officer for the state credit union League and several credit unions. This credit union
executive holds a Masters in Business Administration degree and has served on the adjunct
faculty for two local universities.
PROGRAM DATE
This program is scheduled for Tuesday June 16, 2008 at 3:30-4:45PM EST
PROGRAM COST
$176.00 For ICUT members
$196.00 For non-ICUT members
REQUIREMENTS
Attendees will need to have Internet access and a separate telephone connection.
REGISTRATION
To register for this on-line class simply click on the BUY NOW button shown below
or complete & submit the registration form below. The deadline for registration is
8:00PM EST June 15, 2009.
Registration Form
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