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