STAND STRONG. BE INFORMED. ADVOCATE.

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1 STAND STRONG. BE INFORMED. ADVOCATE. Legislative & Regulatory Conference February 18-19, 2014 Des Moines, IA Brought to you by the PoWer of Partnership

2 Legislative & Regulatory Conference February 18-19, 2014 Des Moines, IA Dear Iowa Credit Union Leaders, The current legislative and regulatory environment has been historic in terms of the amount of proposals for change being considered by the U.S. Congress and the Obama Administration. We must come together to stand strong, get informed and advocate for the credit union industry. Please join us for the Legislative & Regulatory Conference to learn about the most pressing topics, how you can advocate for credit unions, and listen to lawmakers and regulatory experts speak on a variety of topics. I also encourage you to login to the client portion of PolicyWorksLLC.com to review our robust compliance calendar, PolicyAid online policy library and much more. You can also check out TheWorksBlog.com to get more timely information on compliance issues. I look forward to seeing you in February! Sincerely, Patrick S. Jury CEO/President

3 Agenda Tuesday Legislative 8:30-9:00 a.m. Registration & Breakfast 9:00 a.m.-noon President s Welcome Patrick S. Jury, President/CEO of ICUL Statewide Elected Official The Honorable Matt Shultz, Secretary of State Congressional District One Forum Moderated by IPTVs Dean Borg Noon-1:00 p.m. Lunch 1:00-5:00 p.m. CFPB Update Elizabeth Ellis, Deputy Assistant Director, Consumer Financial Protection Bureau Economic Outlook 2014 Bill Hampel, Chief Economist at CUNA Legislative Leaders Panel Speaker of the House Kraig Paulsen (R Hiawatha) Senate Majority Leader Mike Gronstal (D Council Bluffs) ICUL Legislative/ Communications Update Jon Murphy, Director of Government Affairs, Olivia Rockers, Marketing Specialist, Iowa Credit Union League 5:00-7:00 p.m. Legislative Reception Embassy Suites on the River Wednesday Regulatory 8:30-9:00 a.m. Registration & Breakfast 9:00 a.m.-noon Welcome & Announcements Iowa Division of Credit Unions Update Superintendent JoAnn Johnson Interest Rate Risk & Liquidity Risk Compliance Kevin Kirksey, ALM First Mobile Banking Compliance Ken Otsuka, Senior Consultant- Risk Management, CUNA Mutual Group Noon-1:00 p.m. Lunch 1:00-4:00 p.m. NCUA Update David Reed, Partner, Reed & Jolly, PLLC Collections & Bankruptcy Update David Reed, Partner, Reed & Jolly, PLLC Compliance Hot Topic Update Erin O Hern, Compliance Attorney, PolicyWorks Register online today! Visit training. iowacreditunions.com and choose Event Calendar. For registration assistance, reginfo@cuna.coop or call , ext Schedule, topics and speakers are subject to change. To view the most current schedule, please visit training.iowacreditunions.com and choose Event Calendar.

Instructors Bill Hampel Bill is senior vice president of the research and policy analysis department and chief economist for Credit Union National Association.

Since then he has worked out of CUNA s Washington D.C. offices. He also writes economic analysis columns for several credit union publications.

4 Instructors Bill Hampel Bill is senior vice president of the research and policy analysis department and chief economist for Credit Union National Association. He joined the department as an economist in 1978, was promoted to vice president in 1985, then appointed to senior vice president in Until 1997, Bill was based at CUNA s Madison offices. Since then he has worked out of CUNA s Washington D.C. offices. He also writes economic analysis columns for several credit union publications. David Reed Attorney, author, consultant and nationally recognized speaker, David is a partner in the law firm of Reed and Jolly, PLLC and founder of CU Doctor, a full service credit union consulting practice. Through Reed and Jolly, David provides guidance to credit unions concerning a variety of matters including the establishment and revision of credit union policies and procedures, organizational compliance, collections, security, contractual agreements, regulatory matters and corporate governance. David is particularly noted as an expert in the areas of credit union operations, bankruptcy and collections. He has been selected to train NCUA Field Examination and Audit Staff on numerous issues including ID Theft Red Flags, S.A.F.E Act, Third Party Contract Management and Bankruptcy matters. Location Embassy Suites Hotel Des Moines Downtown 101 East Locust St Des Moines, IA Phone: (800) Hotel rate: $153 per night for single/double occupancy

5 Tuition Registration is $399 per attendee, $369 each for multiple attendees from your credit union, or $229 per attendee for a single-day session (multiple attendee discount only applies to full conference). To receive the multiple attendee discount, all registrations must be processed in the same order. Small CU Discounts If your credit union has less than $35 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 $24.1 million to $35 million, use 0925IACU 50% discount for $12.1 million to $24 million, use 0950IACU 75% discount for less than $12 million, use 0975IACU Grants and Scholarships Several grants 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. 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 #32453 Legislative & Regulatory Conference February 18-19, 2014 Des Moines, IA

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

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