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Training Planner IOWA CREDIT UNION LEAGUE

ICUL 2009 Education Training Planner

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this is the promotional piece sent to our credit unions that lists professional development opportunities (including both live and virtual events). 2009 was the first official year that ICUL and CUNA partnered up to provide a joint education product.

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Page 1: ICUL 2009 Education Training Planner

TrainingPlanner

i o wa C r e d i T U n i o n l e ag U e

Page 2: ICUL 2009 Education Training Planner

Trust the Iowa Credit Union League and

CUNA to take note of your needs and offer training

to help you succeed in the current economy. Your

training budget dollars will work harder for you

when you take advantage of our educational

opportunities … plan on it!

Are you balancing a tight training budget with expanding educational needs? Learn full speed ahead with self-study courses. Choose from more than 300 courses – in print or through CPDOnline. Visit training.iowacreditunions.com and choose Self-Study Training.

Gather your team for 90 minutes. Get it done. You’ll see and hear an expert presentation, ask questions, and refer to handouts. Choose from more than 150 live or archived webinars with ZERO travel costs. Purchase single webinars, or save with a webinar package. Visit training.iowacreditunions.com and choose Webinars.

Use Training on Demand here, there, and everywhere in your credit union. Select from more than 40 educational topics for $199 each. Visit training.cuna.org and choose Training on Demand.

For only $279, everything you need to plan and present a seminar is in the box – just add staff! Visit training.cuna.org and choose Seminars in a Box.

Prices and dates are subject to change.

Page 3: ICUL 2009 Education Training Planner

January to MarchMarChCUna residential Mortgage lending School March 2–5 • St. Pete Beach, FL $1,295

Coopera webinar: Understanding the hispanic Market March 4 Free

CUna Collections & Bankruptcy School: introduction March 8–13 • Tampa, FL $1,295

iowa insurance licensing workshop March 10 • Des Moines, IA $155

CUna Marketing & Business development Council Conference March 11–14 • San Diego, CA

iowa lending institute with Brett Christensen March 24–26 • Des Moines, IA $699 first attendee, $599 each additional

CUna Certified Financial Counselor Schools: Part i & advanced March 29–April 2 • San Diego, CA $1,295

CUna Sales & Service Culture institute March 30–April 1 • Charlotte, NC $1,195

Keep up the good work with education events that help you get the job done. Take advantage of state-of-the-art education and keep your dollars within the credit union system.

FeBrUaryiowa Trainers network February 6 • TBD Free

iowa Small CU roundtable February 11 • West Des Moines, IA Free

iowa Marketing network February 12 • West Des Moines, IA Free

iowa legislative & regulatory issues Conference February 17–18 • Des Moines, IA $399 or $219 per day

CUna governmental affairs Conference (gaC) February 22–26 • Washington, DC $895 ($450 for CUs under $35 million)

JanUaryCUna Volunteer institute January 10–14 • Cancun, Mexico $1,395

iowa Mid-Size CU roundtable January 20 • West Des Moines, IA Free

iowa legislative & regulatory issues ConferenceFebruary 17–18 • Des Moines, IA • $399 or $219 per dayJoin us to explore the most pressing concerns and developments for credit unions. Connect with legislators and fellow credit union leaders, get informed on the issues, and discover new strategies to make your credit union vital and strong.

CUna governmental affairs Conference (gaC)February 22–26 • Washington, D.C. • $895 ($450 for CUs under $35 million)Be bold. Be heard. Be there! The GAC is a unique, advocacy-focused event for all credit union leaders. The greater the turnout, the greater your political impact on Capitol Hill. Visit gac.cuna.org.

Page 4: ICUL 2009 Education Training Planner

april to JuneaPrilCUna hr/Td Council Summit April 6–9 • Las Vegas, NV

iowa Mid-Size CU roundtable April 7 • West Des Moines, IA Free

iowa Small CU roundtable April 15 • West Des Moines, IA Free

CUna Security & Fraud institute: introduction April 19–23 • St. Pete Beach, FL $1,295

CUna robbery & Fear Seminar April 20 • St. Pete Beach, FL $395

CUna Branch Management institutes: Foundations & Strategies April 20–22 • St. Pete Beach, FL $1,295

iowa Sales Management workshop April 22 • Des Moines, IA $199 first attendee, $169 each additional

iowa Frontline Sales & Service workshop April 23 • Des Moines, IA $199 first attendee, $169 each additional

CUna Compliance Fundamentals Seminar April 25–26 • St. Pete Beach, FL $500

CUna CU Finance for non-Financial Managers & Volunteers School April 26–29 • St. Pete Beach, FL $1,195

CUna regulatory Compliance School: introduction April 26–May 1 • St. Pete Beach, FL $1,295

CUna regulatory Compliance School: Update April 26–30 • St. Pete Beach, FL $1,195

CUna Business development School: Part i April 27–30 • San Francisco, CA $1,295

MayCUna Consumer lending Schools: Foundations & advanced May 4–7 • Tempe, AZ $1,295

iCUF discovering Untapped Markets Conference & Spring Vendor Showcase May 5–6 • TBD $259 first attendee, $129 each additional

iowa insurance licensing workshop May 13 • Des Moines, IA $155

iowa Marketing network May 14 • West Des Moines, IA Free

CUna CFo Council Conference & roundtable May 17–20 • Las Vegas, NV

CUna Volunteer Certification School May 17–22 • St. Pete Beach, FL $1,695

iowa Trainers network May 22 • TBD Free

CUna Management essentials for Supervisors: introduction & advanced May 31–June 4 • Las Vegas, NV $1,295

iCUF discovering Untapped Markets Conference & Spring Vendor ShowcaseMay 5–6 • TBD • $259 first attendee, $129 each additional

Open your eyes to ways of serving more members while enhancing the bottom line. Young people, low income, and minority markets present a vast opportunity that has largely been untapped in financial services.

JUneCUna Marketing Management Schools: Part i, ii & iii June 1–4 • Las Vegas, NV $1,295

Coopera webinar: Financial Products & Services for the hispanic Community June 3 Free

CUna Strategic Planning institute June 19–21 • Boston, MA $1,095

america’s Credit Union Conference & expo June 21–24 • Boston, MA $895 ($450 for CUs under $35 million in assets)

iowa CU Foundation golf outing June • TBD $100 or $375 per foursome

iowa Corporate Central Credit Union annual Meeting June • TBD Free

Page 5: ICUL 2009 Education Training Planner

July & august

america’s Credit Union Conference & expoJune 21–24 • Boston, MA $895 ($450 for CUs under $35 million)

Be in Boston for an inspiring conference that provides the insights and innovation vital to your credit union’s success. This year be part of the celebration of 100 years of America’s credit unions. Visit acuc.cuna.org.

aUgUSTCUna economics & investments Conference August 2–5 • San Diego, CA $1,095

CUna Technology Council Summit August 5–8 • San Francisco, CA

iowa Marketing network August 13 • West Des Moines, IA Free

iowa Trainers network August 14 • TBD Free

CUna Financial Management Schools: Part i & ii August 16–20 • Boston, MA $1,595

CUna disaster Preparedness & recovery Conference August 17–19 • Boston, MA $895

JUlyCUna Management Schools July 12–24 • Madison, WI $2,299

The Members group Client Conference July 13–15 • Las Vegas, NV First attendee free, $99 each additional

iowa Small CU roundtable July 15 • West Des Moines, IA Free

CUna Business lending Certification institutes July 20–24 • Madison, WI $1,795

iowa Credit Union Board/executive Summit July 24–25 • TBD $425 first attendee, $399 each additional

CUna Management SchoolsJuly 12–24 • Madison, WI • $2,299

You’ve heard the saying “nothing worthwhile in life comes easy.” Well, that’s especially true when it comes to effective leadership. In cooperation with the University of Wisconsin Graduate School of Business, this intensive three-year educational program helps you develop your skills as an effective manager and leader.

Page 6: ICUL 2009 Education Training Planner

oCToBer CUna Collections & Bankruptcy School: introduction October 4–9 • Las Vegas, NV $1,295

CUna Collections & Bankruptcy School: advanced October 4–8 • Las Vegas, NV $1,195

CUna world-Class Customer Service executive institute October 5–8 • Phoenix, AZ $1,595

CUna Branch Management institutes: Foundations & Strategies October 19–21 • Fort Worth, TX $1,295

CUna Business development Schools: Part i & ii October 19–22 • Fort Worth, TX $1,295

iowa insurance licensing workshop October 21 • Des Moines, IA $155

iowa Mid-Size CU roundtable October 21 • West Des Moines, IA Free

CUna Community Credit Union Conference October 21–24 • Las Vegas, NV $895

CUna experience learning live! October 25–28 • Nashville, TN $895

September & octoberSePTeMBerCoopera webinar: risk Management for the hispanic Market September 2 Free

CUna Security Certification institute: Facilities & Fraud September 13–17 • San Diego, CA $1,495

CUna Security & Fraud institute: advanced September 13–17 • San Diego, CA $1,195

CUna human resource Management Schools: Part i & ii September 14–17 • Nashville, TN $1,295

CUna leadership development institute September 14–18 • Tempe, AZ $1,595

iowa Credit Union Convention & annual Meeting hack for CUPaC golf outing September 23–25 • Des Moines, IA

CUna Compliance Fundamentals Seminar September 26–27 • San Diego, CA $500

CUna operations, Sales & Service Council Conference September 27–30 • San Diego, CA

CUna regulatory Compliance School: Update September 27–October 1 • San Diego, CA $1,195

CUna regulatory Compliance School: introduction September 27–October 2 • San Diego, CA $1,295

iowa Credit Union Convention & annual MeetingSeptember 23–25 • Des Moines, IA

Develop new strategies, network with your peers, connect with exhibitors, and enjoy the Hack for CUPAC golf outing. It’s the must-attend event of the year for credit union employees and directors at all levels of leadership.

CUna Community Credit Union ConferenceOctober 21–24 • Las Vegas, NV • $895

To succeed as a community credit union, your products, delivery systems, marketing, and service must be tailored to fit your community. Whether your credit union is considering a community charter or has had one for years, this conference is for you. Visit community.cuna.org.

CUna experience learning live!October 25–28 • Nashville, TN • $895

Attend Experience Learning Live! to build stronger training programs in your credit union. This high energy event gives you long-lasting experiences and peer interaction while you explore cutting-edge training techniques.

Page 7: ICUL 2009 Education Training Planner

november & december

noVeMBerCUna Bank Secrecy act Conference November 1–4 • San Francisco, CA $895

CUna lending Council Conference November 1–4 • San Diego, CA

CUna Management essentials for Supervisors: introduction & advanced November 1–5 • San Diego, CA $1,295

iowa ira workshops: essentials & advanced November 3–4 • Des Moines, IA $359 or $199 per day

iowa Small CU roundtable November 10 • West Des Moines, IA Free

iowa Marketing network November 12 • West Des Moines, IA Free

iowa Bankruptcy & Collections Conference November 17–18 • Des Moines, IA $359 or $199 per day

iowa Trainers network November 20 • Waterloo, IA Free

deCeMBerCoopera webinar: hispanic youth: demographics, Products & Promotions December 2 Free

CUna Supervisory Committee & internal audit Conference December 6–9 • Las Vegas, NV $895

CUna Certified Financial Counselor Schools: Part i & ii December 6–10 • St. Pete Beach, FL $1,295

CUna Business lending & Services Conference December 7–9 • St. Pete Beach, FL $895

register early and Save! The registration fees shown for CUNA events are early-bird rates. Visit training.cuna.org for updates on dates, locations, and tuition.

discounts for Small Credit UnionsIf your credit union has less than $15 million in assets, you’ll receive a discount on registration fees for most Iowa events. • 25% discount for $10 million to $14.9 million • 50% discount for $5 million to $9.9 million • 75% discount for less than $4.9 million To be reimbursed for the small credit union discount on webinars, please submit a copy of your invoice to the league. For details, contact Ann Lohry Smith at 515-221-3011.

training.iowacreditunions.com

For more information about educational events for Iowa credit unions, contact Ann Lohry Smith, Director of Professional Development at 515-221-3011 or [email protected].

For registration information or assistance, e-mail [email protected] or call 800-356-9655, ext. 4400.

did you know? ICUL’s vendor partners help keep education pricing low. Revenue and sponsorships raised through the VIP help subsidize League programming and services. Also, be sure to thank our VIP vendors for their support the next time you meet with them. If you know of a vendor that you feel would be a good candidate for the VIP, please contact Ann Lohry Smith at 515-221-3011.

Want the latest news and updates in regulatory compliance? CUNA’s trusted compliance resources, including training, articles, and

online resources are just a click away. Plus, be sure to sign up for the free Compliance Challenge newsletter. Visit cuna.org and choose Compliance.

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