Fall Training Guide. Collections & Bankruptcy Update. IRA Workshops: Essentials & Beyond Essentials. October 23 Des Moines, IA

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1 Brought to you by the PoWer of Partnership Fall Training Guide Collections & Bankruptcy Update October 23 Des Moines, IA IRA Workshops: Essentials & Beyond Essentials November 6-7 Des Moines, IA Register online today!

2 Collections & Bankruptcy Update October 23 Des Moines, IA $209 per attendee $179 each for multiple attendees from the same credit union With the fragile economy still recovering, credit unions are facing a number of challenges with collections and bankruptcy issues. With these challenges come changes in laws as well as different court rulings. This full-day session will give participants an update on what s occurring in their state regarding collections and bankruptcy and what your credit union needs to do to be prepared. Topics include: Collections Uniform Commercial Code: Anatomy of a repossession Responding to requests for validation, verification and internet form letters VA/ SSI benefits & set off Vendor due diligence: Managing your third-party debt collectors Bankruptcy Identifying the members heading for Chapter 7 Identifying the members heading for Chapter 13 Flow chart for Chapter 13 Flow chart for Chapter 7 See more and register at

3 IRA Workshops: E November 6-7 Des Moin Instructor Christy Jones Christy is an attorney and shareholder with the law firm of Sherpy & Jones, P.A. She currently concentrates her practice in the areas of creditor/debtor rights, bankruptcy, collections and foreclosure. $369 per attendee $339 each for multiple attendees from the same credit union $229 per attendee for a single-day session Build your IRA knowledge and provide top-notch service to your credit union s members. Location Iowa Credit Union League 1500 NW 118th St. Des Moines, IA Phone: (800) Schedule 8:30 9:00 a.m. Registration 9:00 a.m. Noon. Sessions Noon 1:00 p.m. Lunch 1:00 4:00 p.m. Sessions

4 ssentials & Beyond Essentials es, IA RA Essentials: Day 1 IRA Essentials will provide attendees with a solid foundation of IRA knowledge. Attendees will leave this session able to work with IRA owners and process basic IRA transactions with confidence. Topics include: Introduction to IRAs Establishing an IRA Funding IRA Beyond Essentials: Day 2 IRA Beyond Essentials is a more advanced workshop that builds on attendee s basic IRA knowledge to help them address some of the more complex IRA issues. Attendees participate in real-world credit union activities which allow them to immediately apply their learning to the real world. Topics Include: IRA Benefits IRA Tax Reporting and Withholding IRA Transactions Required Minimum Distributions Processing an IRA Death Claim IRA Distribution Portability Reporting Instructor Chad Neumann Chad Neumann is a training consultant for Ascensus, Inc. He is responsible for conducting IRA training programs to meet the needs of financial institutions nationwide. Chad is the Project Manager for IRA Supertrain. He is responsible for the evaluation, analysis, design, development, and delivery of IRA Supertrain each year. He also participates on numerous project teams including those that propose forms revisions and IRAdirect changes. Location Iowa Credit Union League 1500 NW 118th St. Des Moines, IA Phone: (800) See more and register at

5 Small CU Discounts If your credit union has less than $15 million in assets, you ll receive a discount on registration fees for most Iowa events. On the Complete Checkout page in online registration, look for Enter Promotion Code and enter the code for your asset size. Click on Apply Promo and your discount will appear. Only one discount applies. 25% discount for $10 million to $14.9 million, use 0925IACU 50% discount for $5 million to $9.9 million, use 0950IACU 75% discount for less than $4.9 million, use 0975IACU Grants and Scholarships Several grants and scholarships are available through the Iowa Credit Union Foundation to help credit unions attend educational events. To explore these opportunities, please visit org or contact Marybeth Foster at marybethf@iowacreditunions.com. Multiple Attendees If you are registering multiple attendees, choose Buy for Others in the shopping cart. Anyone in your credit union who is already set up with CUNA web access will appear on a list for you to select from. New attendees should request a CUNA login (see registration tips for more information). Confirmations If you register online, you will receive your registration confirmation within three business days. Please allow up to 10 days if you pay by check. For assistance or questions about registration, reginfo@ cuna.coop or call , ext Cancellations Cancellations received in writing (via fax ) seven or more days before the start of the program are eligible for a refund of the amount paid minus a $50 administrative fee. No refunds will be granted if cancellation is received six days or less before a program begins. Substitutions are accepted anytime prior to the start of the program. Register online today! Visit training.iowacreditunions. com and choose Event Calendar. For registration assistance, reginfo@cuna.coop or call , ext Registration Information for Iowa Events Here are some quick tips on how to use our registration system. If you need assistance, our registrations staff is here to help. Please call , ext or reginfo@cuna. coop. CUNA Web Access You ll need a web access user name and password to register. Visit the FAQ page on your league website to check if you already have a user name or to sign up for a new one. If you encounter issues when logging in or purchasing products, call , ext for assistance. ACH Payments You can select ACH Debit in the online registration form to pay directly out of your account. By selecting ACH Debit rather than Credit Card, you ll keep more dollars within the credit union system. See step-by-step ACH instructions online on your leagues website.

6 Fall Training Guide Collections & Bankruptcy Update October 23 Des Moines, IA IRA Workshops: Essentials & Beyond Essentials November 6-7 Des Moines, IA #30388