The Enhanced Financial Counseling Certification Program (FiCEP) teaches credit union staff how to counsel members so they can budget better, smartly save, pay down debt and plan for the future. Obtaining the training and associated credentials allows your credit union to differentiate itself from other financial institutions and be more confident in helping members build a stronger financial future.
The cohort-style training consists of 8 tutorial webinars, exam preparation, proctored exam, and program development training - taking place between June and early October. Upon completion, participants will receive the Certified Credit Union Financial Counselor (CCUFC) designation. Attending the webinars live provides the opportunity to participate in discussion; however, they will also be available as a recording. On average, students should expect to spend approximately 30 minutes studying each chapter, 60 minutes participating in each webinar, and additional time as needed to review the materials before the exam. The last training session following the proctored exam is designed to help you develop a detailed vision and plan for financial counseling at your credit union. Cost: $484 per participating student Friday, May 3: Deadline for registration The second Spring Peer-to-Peer will take place on Wednesday, April 24, from 1:00 to 3:00 p.m. and will focus on Regulatory and Compliance Hot Topics. The virtual session will include a speaker and then break into department areas for smaller group peer discussion on how the topics pertains to various teams.
We hope this new format continues to provide credit union professionals the opportunity to participate in cooperative meetings to network and exchange ideas; and provides your teams the opportunity to learn about pertinent topics that prompts additional conversations at your credit union. Stay tuned for further announcements and updates! Date: Wednesday, April 24 Time: 1:00-3:00 pm Cost: $49.00 for individual registration For a list of all P2P sessions, visit our Peer-to-Peer (P2P) webpage. With questions, please contact Director of Engagement, Xiong Lee, by email. Save the Date! New Tristate Collaborative Leadership Conference coming to Minnesota this August3/5/2024
The Tristate Collaborative Leadership Conference, hosted by the Minnesota, Montana, and Wisconsin Credit Union Associations, is a new event that will focus on accelerating leadership skills and building credit union knowledge for the next generation of leaders. The event will be held August 5th and 6th at the JW Marriott Mall of America in Bloomington, MN.
Content will include general sessions and breakouts, with expert speakers sharing practical skills, inspirational stories, and how to incorporate credit union principles into your leadership journey. Plus, attendees will have plenty of time to network with credit union colleagues from across our region. We highly encourage CREW, Women's Leadership Network, Trailblazers, and Tristate Mentorship participants to attend. Watch for more information and registration to open in May. The anticipated registration cost is $399. Questions? Contact MnCUN VP Communications and Engagement Andrea Molnau by email or call (651) 288-5527. Has your credit union been looking for new ideas to start, revamp or enhance your financial education, community outreach, school branches or youth accounts? Do you want to infuse your financial education program with fresh energy and new resources?
Join the Credit Union Financial Education Network to learn and network about all things financial education. The jam-packed, fun and educational conference will be in beautiful Reno, Nevada, the biggest little city in the world! Attendees will learn and share best practices related to in-school branches, student education, adult education, community engagement, and new techniques and strategies. Date: July 21 - July 24 Cost: Early Bird Conference Rate $795 I HOTEL $249*EARLY BIRD ends on April 30, 2024 - after this date conference cost will be $895 NCUA 2024 Supervisory Priorities: In late January, the NCUA issued its annual supervisory priorities for its 2024 examination program.
CFPB Issues Revised Supervisory Appeal Process: On February 16, the Consumer Finance Protection Bureau (CFPB) issued its revised Supervisory Appeal Process on how financial institutions can appeal findings from examinations last updated in 2015. FCC Revocation of Consent Rule: On February 16, the Federal Communications Commission (FCC) approved its proposal on revocation of consent under the Telephone Consumer Protection Act (TCPA) codifying and strengthening its prior guidance against robocalls. FTC Seeks Further Comment on Final Rule to Fight AI Impersonation of Individuals: On February 15, the Federal Trade Commission (FTC) issued supplemental notice of proposed rulemaking seeking further comment on a rule that would prohibit the impersonation of individuals by using artificial intelligence (AI). AI Update: On January 12, the House Financial Services Committee announced the formation of a bipartisan 12-member workgroup on Artificial Intelligence (AI) and its impact on financial services to better regulate the rapid implementation of AI into operational matters by financial institutions and third parties. NCUA Issues HMDA Regulatory Alert: On February 1, the National Credit Union Administration (NCUA) issued a regulatory alert (24-RA-01) for Home Mortgage Disclosure Act (HMDA) requiring compliance with the Consumer Financial Protection Bureau (CFPB)’s Reg C. NCUA Adopts Interpretive Ruling on Minority Deposit Institution Preservation Program: The National Credit Union Administration Board held its second open meeting of 2024 and adopted revisions to an interpretive ruling and policy statement (IRPS) 13-1, governing the Minority Depository Institution (MDI) Preservation Program for credit unions. Data Activation Certificate ProgramThe Data Activation certificate program is guaranteed to help you make sense of your data, cultivate a strategic plan, and put your credit union’s data to work. You do not need to be a data lover or even a math lover to leverage your data to improve your member's lives. The only criteria to attend is that you want to enhance your member's lives. Watch this 2-minute video to discover all the benefits of participating. Choose from any of these 2024 dates! March 5 – 26, 2024 April 30 – May 21, 2024 June 4 – 25, 2024 September 5 – 26, 2024 Who Should Attend: This event is great for C-Suite, Technology, and Marketing Leaders. Instructor: Anne Legg, Founder, THRIVE Cost: $895 – Use Promo Code: MNSAVE (all caps) to save $246 What's Included: Seven online live classes (60 minutes each), Industry Book, Online Knowledge exchange platform, and Take-away Toolkit: Worksheets, assessment forms, templates. Sessions will be recorded in case you can't attend all of the live sessions. Learn more and register for the dates that work best for you! Sales Training for Your Credit UnionAs a credit union, your goal is to help your members achieve all of their financial needs, wants, and dreams. To reach this goal you need a team that is consistently promoting the products and services that will help your members save time and money, make more money, and bring greater levels of financial security to their life. The only problem is the member service your team provides is best described as “Order Taking” rather than “Value Creating.”
SalesCU is an Award Winning three-day live online workshop that will transform the way you train employees to sell at your credit union! Watch this 3-minute Intensive Informational Video to learn more or contact Nick Brown directly at 801-860-5807 and nick@salescu.com. Trainers: Nick Brown, President/CEO of SalesCU and Jake Warnick, Master Trainer Workshop Fees & Who Should Attend: > Two-day Frontline Workshop – Any employee that opens new accounts, processes loans, or trains staff in these functions. Fee: $474 *The Lender Sales Workshop is the first 2 days only of the 3-day Intensive Workshop. > Three-day Leadership Workshop – All senior leaders and leaders of branches, lending, or contact center. Fee: $699 The workshops are presented in daily sessions which run 9:30 a.m. to 2:00 p.m. (MT) with a two-hour morning session, 30-minute lunch break, and two-hour afternoon session. Learn more and register for the dates that work best for you! Choose from any of these 2024 Workshop Dates! – March 12-14 (Registration closes 3/1/24) – April 9-11 (Registration closes 3/29/24) – May 14-16 (Registration closes 5/3/24) – August 27-29 (Registration closes 8/16/24) – September 10-12 (Registration closes 8/30/24) – October 1-3 (Registration closes 9/20/24) The Minnesota Credit Union Employee Benefits Board of Trustees is thrilled to announce another successful renewal year of our Association Health Plan. We are delighted to share that Anoka Hennepin Credit Union has joined our growing community. We are also thrilled HomeTown Credit Union has rejoined the plan after two years away. The addition of Anoka Hennepin and HomeTown strengthens our collective commitment to fostering a robust and affordable healthcare plan.
The plan covers 450 credit union employees at 21 credit unions around the state with around 850 covered lives. Together, we aim to continue the positive trajectory, ensuring the continued success and prosperity of the AHP in the years ahead. To request a quote and for more information, visit the MN CU Employee Benefits Plan page. In 2024, P2P’s will be conducted virtually six times a year with three in the spring and three in the fall. Each session will include a speaker on a hot topic that effects multiple areas of your credit union. We’ll also break into department areas for smaller group peer discussion on how that topic pertains to various teams.
Each session will be held from 1:00-3:00 pm on the dates below. Spring P2P Schedule: March 13, 2024 – AI and Impact on Credit Unions April 24, 2024 – Regulatory and Compliance Hot Topics May 22, 2024 – Open Banking This new format is intended to provide credit union professionals the opportunity to participate in cooperative meetings to network and exchange ideas and provides your teams the opportunity to learn about pertinent topics that prompt additional conversations at your credit union. P2P Subscription Option Available Affiliate and associate credit unions may subscribe to the P2P program through a one-time, annual payment. The P2P subscription will come with a discount code unique to the credit union which may be used by any staff for registration at any of the P2P sessions throughout the year. Cost structure based on credit union asset size:
Interested credit unions may subscribe via a Subscription Registration form. Join the CREW Young Professionals for the "Coffee with the CREW" on Tuesday, January 23, at 9:00 a.m. This series focuses on providing credit union young professionals with continued opportunities for networking and collaborating to help further knowledge and professional growth within the industry.
This meet-up will be facilitated by Jill Casper, Director of Marketing and Community Engagement at CTC. She will be speaking on, "Goals to be Setting for the New Year." We will open up the webcams and audio lines for the group to join our facilitated discussion. All aspects of this session have been created with the intention of shared learning among facilitators and attendees. We will be asking attendees to actively participate before and throughout this session. With questions, please contact Xiong Lee, MnCUN Director of Engagement. |
The PulseThe Pulse is MnCUN's newsletter that keeps credit union professionals and board members updated on current news and information. Archives
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