CUSOs – Understanding the Opportunities webinar series (recorded)

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AW4CUSO13

Oct. 21, 2013 - Apr. 21, 2014 

In partnership with NACUSO, this webinar series discusses the opportunities available to credit unions through CUSOs. Click here to learn more about NACUSO. NACUSO logo

FREE WEBINAR SERIES - This is a complimentary webinar series offered to affiliated credit unions, however registration is required to attend.

This recorded event is available until April 21, 2014.

Are you struggling to improve efficiency while continuing to offer the full range of financial products and services that keep you competitive? Need more loans? Looking for partnerships without a merger? If you answered yes to any of these questions, CUSOs might be the best solution for your credit union.

Who Should Attend

This webinar series is beneficial for credit union CEOs, CFOs, COOs, business development managers, lending managers and anyone looking to gain insight on CUSOs. Affiliation with CUNA/League is required for attendance.

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AW4CUSO13

Oct. 21, 2013 - Apr. 21, 2014 

Class 1:

An Introduction to CUSOs - Why CUSOs are Essential to Many Credit Unions (free)

  • Reduce operating costs
  • Generate more interest income
  • Increase significant non-interest income

Class 2:

What CUSOs are Doing to Drive More Interest and Non-Interest Revenue to Credit Unions (free)

  • Success stories of CUSOs
  • How they helped credit unions generate more loans
  • Generation of non-interest fee income from non-traditional financial services

Class 3:

What CUSOs are Doing to Save Operational Costs and Increase Service Levels (free)

  • Ways to reduce operating costs through CUSOs
  • How CUSOs can help you negotiate better service commitments

Class 4:

Credit Union Due Diligence on CUSOs and the Regulatory Issues Pertaining to CUSOs (free)

  • Steps to cover when entering into a relationship with a CUSO
  • When and how credit unions should work with CUSOs and form CUSOs
  • The regulatory framework of CUSOs
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AW4CUSO13

Oct. 21, 2013 - Apr. 21, 2014 

Guy MessickMessick, Guy

Guy is an attorney engaged in the private practice of law in Media, Pennsylvania. Guy provides strategic planning and legal consultation services to credit unions and credit union service organizations nationwide. Since 1987, he has served as general counsel to the National Association of Credit Union Service Organizations ("NACUSO") where he acts as liaison with the National Credit Union Administration. Guy is a nationally known speaker on a wide range of credit union and CUSO topics. He has presented at conferences and programs sponsored by NACUSO, NCUA, NAFCU, NASCUS, CUNA, CUES, ACUMA, AICPA and various State Leagues.

The firm's practice focuses on assisting credit unions to generate net income through innovation and collaboration. The firm is known for its work with CUSOs, Incidental Powers, regulatory compliance, loan participation agreements, vendor contract reviews, business lending, mortgage lending, governance issues, mergers, regulatory advocacy and privacy law compliance. The firm maintains an informative website that provides articles and videos at www.CUSOLaw.com.

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AW4CUSO13

Oct. 21, 2013 - Apr. 21, 2014 

Live Session

This is a recording of an event held September 30, 2013. View upcoming events.

Sessions

Only interested in a specific topic? Select individual sessions are available for $219-$438 each.

  • An Introduction to CUSOs - Why CUSOs are Essential to Many Credit Unions (free)
  • What CUSOs are Doing to Drive More Interest and Non-Interest Revenue to Credit Unions (free)
  • What CUSOs are Doing to Save Operational Costs and Increase Service Levels (free)
  • Credit Union Due Diligence on CUSOs and the Regulatory Issues Pertaining to CUSOs (free)

See a full list of upcoming events.

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AW4CUSO13

Oct. 21, 2013 - Apr. 21, 2014 

CUNA recorded events allow you to see and hear a presentation and refer to handouts. Attendees also have access to the speaker contact information for asking questions. With topics spanning all credit unions' business areas, CUNA Training Bundle provides unlimited access to all live and recorded CUNA webinars, eSchools and audio conferences for all staff, managers and board members.

Accessing Your Recorded Event

You need a computer with an Internet connection to participate.

Recorded events are available within 48 hours of the live event. Recorded events can be accessed by anyone at your credit union by logging into My Programs using your CUNA website username and password.

Discounts

CUNA Council members and CUNA Volunteer Network members receive a $50 discount. Credit unions with less than $50 million in assets receive a $50 discount by applying promo code CUSMALL during checkout. Your final price will be visible at checkout. Only one discount applies.

100% Guarantee

CUNA is committed to providing a quality learning experience. If for some reason you are not fully satisfied, contact us and we'll provide you a full tuition refund or credit.

Cancellations

Cancellations received in writing (via fax 608-231-4327) before October 21, 2013 are eligible for a refund of the amount paid minus a $200 administrative fee. No refunds will be granted for cancellation requests received on or after October 21, 2013 or for registrations received on or after October 21, 2013. Substitutions are accepted anytime prior to October 21, 2013 at no additional cost. Simply fax event and contact information, listing the new participant and who they will be replacing.

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AW4CUSO13

Oct. 21, 2013 - Apr. 21, 2014 

After registration, recorded events can be accessed by anyone at your credit union by logging into My Programs using your CUNA website username and password. Recorded events are available within 48 hours of the live event.
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