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CUNA Certified Financial Counselor School: Advanced
March 14–18, 2010Boston, MA
Cost: $1,395
CUNA Council members receive a $100 discount.
Expand allAbout This Event
Consumer debt is on the rise and recent statistics report that the average household has over $18,000 in debt. Because of this high level of debt, credit unions are seeing more and more members experiencing financial problems. These problems are the direct result of members not having the needed knowledge or understanding of how to manage their finances, as well as, managing the level of debt.
Hear from industry experts and network with peers to better your ability to help your members reach their financial goals. All credit union staff who work in financial counseling, collections, and loan departments should attend to stay current on financial counseling practices.
Certified Credit Union Financial Counselor Recertification
Maintain your Certified Credit Union Financial Counselor (CCUFC) designation by getting recertified every three years. This school is designed to meet the recertification requirement. If you choose to recertify, you will receive a review workbook at registration. On Thursday afternoon, the recertification test will be administered immediately following a group review session.
Earn college credit. The American Council on Education's College Credit Recommendation Service has recommended college credit for CUNA's Certified Financial Counsleors School: Advanced. Three semester hours in Personal Finance or Financial Planning in the lower division baccalaureate/associate have been recommended. Contact your advisor to determine if your college or university will accept these credits.
Location Information
CUNA Certified Financial Counselor School: Advanced: March 14–18, 2010
CUNA Certified Financial Counselor Schools: Part I: March 14–18, 2010
CUNA Certified Financial Counselor Schools: Part II: March 14–18, 2010
SHERATON BOSTON
39 Dalton St
Boston, MA 02199-3901
Phone: (800) 325-3535
Fax: (617) 236-1702
Airline Information
Delta Airlines is pleased to offer special discounted airfare for CUNA. To reserve your tickets at the discounted rate, please visit www.delta.com/booking and enter meeting event code NM7EF. Then complete the booking process. Or, call Delta Meeting Network® Reservations at 800-328-1111, Monday through Friday, 7:30 a.m. - 7:30 p.m. (Central Time), and refer to File Meeting code NM7EF.
Preview the schedule
Topics & Objectives
Foreclosures & Mitigation
- Gain a better understanding of what members are facing on mortgage issues in today's economy
- Discuss which mortgage workout options to consider
- Explore foreclosure processes for your members
- Learn about the loss mitigation process and what it means for the credit union
Become a Community Educational Resource
- Learn how to build community awareness
- Explore using public relations and the media as resources
- Discuss the importance of community partnerships and collaborations
- Explore financial resources for educational institutions
The Impact of the Credit CARD Act of 2009 - How Will it Impact Financial Counselors?
- Learn how the new act will affect the credit education you provide
- Teach members about the provisions in the law that may help them cut interest expense
- Discuss how the act is affecting your internal operations
- Become familiar with the benefits for consumers
Financial Literacy Workshops to Fit Your Members' Needs
- Explore how to design workshops that will help your members build a sound financial future
- Learn how to boost your marketing efforts with SEG workshops
- Add "props" to your presentations for greater effectiveness
- Discuss how to address members' needs at any age
Challenges & Best Practice Discussions
- Network with other credit union professionals on challenges faced as a financial counselor
- Describe and discuss best practices in credit union financial counseling
The Changing Demographics of Credit Union Membership
- Learn the significant changes in demographics that impact your work
- Explore a view of future changes and the issues they raise
- Determine how changing demographics impact your role
Building Collaboration With Others
- Learn how to collaborate with people outside your department and why this is essential
- Establish methods that can build trust in teams
- Gain a better understanding of reasonable expectations for teams
Only participants who are getting their Certified Credit Union Financial Counselor (CCUFC) recertification need to attend on Thursday, March 18, 2010.
Who Should Attend
Affiliation with CUNA/League is required for attendance.
CPE Credits
Instructors
Kathryn Greiner, AFC
Kathryn has been helping people improve their budgeting skills since 1976, and has been called the "budget guru" by the Ann Arbor Observer. Through the University of Michigan Credit Union, Kathryn provides budget counseling as a free service to UMCU members.
Trained and certified as a credit counselor, Kathryn developed a credit education program to teach consumers the skills needed to establish workable budgets, avoid bankruptcy, and improve creditworthiness. In private counseling sessions, she teaches how to control spending, reduce debt, begin to save and still enjoy life! With her unique blend of compassion, realism, and humor she helps them find sensible, workable answers to their financial problems.
Kathryn hosted a call-in radio talk show called “Credit Line” on WAAM radio for two years, has produced four credit education videos and her articles have been published in several credit union newsletters. Kathryn is the editor of ON MY OWN, a newsletter on the wise use of credit by and for high school students.
Connie Kilmark
Connie has developed an original approach to personal money management and has been dubbed the “Dr. Ruth of money” because of her appealing personal style and background in counseling and finance. She balances the emotional and psychological aspects of money with the financial facts and has helped thousands of clients achieve financial health. Connie is frequently interviewed by the local and national media concerning personal finance, psychologically sensitive money management and investment strategies, and the connection between money and emotions for individuals and couples.
Ken King
Ken is the executive director of Consumer Credit Counseling Service and Family Service Association of Sheboygan, WI. Ken has a passion and commitment to financial literacy and the education of consumers. He believes we need to help consumers develop the skills necessary to provide financial stability and improve their quality of life. Ken has served as a board member of his credit union for 19 years, worked with the Wisconsin Credit Union League on various education and training programs, and was selected as the League’s 2000 Volunteer of the Year.
Ty Warren
Ty has been an active and major player in the field of media relations for 30 years. You have seen his handiwork on television, listened to it on radio, and read it in the Wall Street Journal, New York Times, and other prestigious news outlets. Ty has taught media relations to executives at six of the ten largest corporations in the United States. His students have also included diplomats to the United Nations, spokespersons for NATO, and officials of the U.S. government.
Claudine Oriani
Claudine’s credit union affinity began in 1993. She has worked for an industry software vendor, CUNA Mutual, and a mid-sized Oregon credit union. She now partners closely with CUNA, CU Conferences, state CU associations, along with individual credit unions to develop their greatest asset; human capital, by designing, and delivering training and development programs.
As the chief creative officer of her company; As If Productions, she customizes comprehensive and entertaining presentations on topics such as:
- Becoming Your Members’ Financial Advocate
- Branding, Business, and Community Development
- Coaching Employees Toward Excellence
- Effective Communication Skills
- Employee Engagement/Acculturation
- Designing and Delivering Impactful Financial Literacy Programs
- Negotiations: “Getting to the Win/Win”
- Sales/Service Excellence
- Strategic Planning and Implementation
Claudine’s primary objective when executing learning programs is to support a CLEAR knowledge-transfer process: C – Creative and concise, L – Learner-focused, E – Engaging, A – Actionable, and R – Relevant.
Cancellations
For more program content information, call 800-356-9655, ext. 4249, or e-mail training@cuna.coop.
For registration questions, call 800-356-9655, ext. 4400, or e-mail reginfo@cuna.coop.
100% Guarantee
CUNA Center for Professional Development is committed to providing a quality learning experience with cutting-edge topics and expert instructors. If for some reason you are not fully satisfied, contact us and we'll provide you a full tuition refund or credit.
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