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Roundtables offer unparalleled networking, practical insights

Get ready for some timely presentations and also some of the best networking and peer-information sharing all year regarding compliance, human resources and the special issues faced by small credit unions. The League's Roundtables connect you with peers as well as industry experts addressing your most pressing concerns.

The League's first roundtables of 2013 include:

  • The Small Credit Union Roundtable – taking place March 6 in Wisconsin Dells – will focus on building your auto lending program and the new resources smaller credit unions have with the change of NCUA's definition of "small" credit unions from $30 million to $50 million and under. Jack Gill, CEO of First Community Credit Union of Beloit, will share his top five best practices to help your credit union succeed in today's market and League President & CEO Brett Thompson will provide updates on state and national issues affecting the movement. Registration for this session is just $20, thanks to sponsorship from CUNA Mutual Group and The W.C.U.L. Services Corp.


  • The HR Roundtable– taking place Feb. 20 in Appleton, offers updates to the law and practical insights on some of the hottest issues affecting employment including social media policies, the new health care law (Affordable Care Act), and concealed carry of weapons. Submit ideas to our topic agenda which also includes handling snow days and "working vacations," leave donations between employees, Fair Credit Reporting Act form changes for 2013, background checks, personnel recordkeeping, employee evaluations and investigation and termination tips.


  • The Compliance Roundtable– set for March 21 in Pewaukee, will explain which regs require risk assessments and best practices to mitigate liability concerning these risks; compliance requirements coming in 2013 concerning mortgage lending, Truth in Lending & RESPA; the highest compliance priorities credit unions face and how to tackle them, proper documentation for the many forms credit unions must complete and finding the compliance guidance you need online. Meet the League's Compliance Specialist Team that tackles compliance tasks in-house for 23 credit unions that share their services and hear what they're accomplishing. Group discussion wraps up the day.


Questions? Contact Judy Phillips at (262) 408-6020.

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