February 2018
In This Issue
Compliance...it's one component that is on every Credit Union's "must do" list.  
February 21 - 22, Monroe 

Looking for an update on Operational Compliance issues?  Want to know what changes await in the Lending Compliance realm? 

Join us in  Monroe  on February 21st and 22nd  to get Compliant!

On Day 1, Ty Parker's Operational sessions will include:
  • The EFAA and Reg CC Updates made easy
  • Reg D explained in plain English
  • Insights on Overdraft Charges
  • Critical issues involving Remote Deposit Capture
On Day 2, Ed Reisinger's lending based sessions include:
  • Fair Lending Worries and Audits
  • Military Lending Act and the SCRA 
  • Bankruptcy Overview for Lenders
  • Participation Agreements & Loan Purchases
  • Real Estate Lending Update

Full 2 day and single day registration options available.

Hurry...limited seating remains. Don't miss out!

Click here for more information.

Lets get ready to WOW our members!!
March 22- Lafayette

Impressing our members and solidifying our relationship with them is one skill that we can never get enough training on.   


Rory Rowland returns to Louisiana, this time to help us discover new strategies and mindsets to WOW your members!  


Member Service with WOW

Last summer, Rory trained your branch managers, this time he's here to train your entire member-focused team members!


Session highlights include:

  • Uncovering words & actions that signal a "ready-to- help" attitude.
  • The 3 simple ways to build trust with your member
  • Why "How you say it" is so important
  • Master the keys to increase value to your members
  • Challenge yourself to end each transaction positively
  • Develop a member focused culture at your CU
  • Take a confidential self-audit to compare your member service skills against the pros.

Click here for more information.

Who couldn't use an extra dose of
Account Card Do's and Don'ts?

Share Accounts Basics
March 27 - Shreveport
LCUL is excited to bring our one day basics program to Shreveport and  our advanced program to Lake Charles. This is the place to get your Share Account Do's and Don'ts concisely and simply presented by LCUL favorite presenter, Debbie Crawford
Here's just a few of the BASICS topics Debbie will be covering
  • Set up & Title Individual, Joint & POD Accounts
  • Matching identification and IRS records
  • Completing the W-9 and W-8BEN 
  • Business Account Titling & TINs
  • Minors and UTMA
  • Disclosures - what they are and what they cover
Did you know that you can save $50 when you register the  same attendee for the Basics and the Advanced course?

Share Accounts Advanced
April 18 - Lake Charles 
Do you have 3 or more years experience?  If so, you are ready to step up your level of Share Account expertise.  Then join us in Lake Charles as Debbie Crawford takes a deeper dive in to changes in account ownership, payouts upon death, successions, trusts and more!

Take a look at some of Debbie's ADAVANCED subjects:
  • Social Security and VA accounts
  • Handling POA Documents
  • Successions & Estate Accounts
  • Affidavits upon death
  • Curatorship and Tutorship Accounts
  • Opening All business account types
  • Implementing new beneficial ownership rules for business accounts
Year Round Webinars

Webinar Online Internet Website Web Page Concept
LCUL has a vast array of
webinar programs from a pool of presenters on a wide variety of topics in both live and archive format ...for when you just can't get away from the office. 

Click below for the full details broken down by subject area.
*This Month's Webinar Spotlight* 



Presented by the LCUL CU Webinar Network

Is CECL on your radar?  This 90 minute  webinar will help determine whether you are on track for CECL implementation and help you catch up to prepare. 
  • Recap noteworthy changes since the initial guidance regulations from 2016
  • Preparation milestones - where you should already be and what's next. 
  • Data needs and data collection

Takeaway took kit includes written manual, employee training log and a quiz with answer key to measure learning. 

Your educational investment is $200 .
Southeastern Region Credit Union Management School (SRCUS)
June 8 - 15, Athens, GA

Are you serious about elevating
and advancing your credit union career? If so, The SRCUS CUNA Management School in Athens, Georgia is the right fit for you! 

Registration is now open for this 8 day intensive management school program where the curriculum is based on a blended combination of  classroom lecture, outdoor physical challenge courses, simulations, written analysis projects, white papers, presentations, a live debate and much more. 
Save the Dates!

Mark your calendars now to join us for these programs coming up in the next few months.

More details will be posted as these events draw closer.
  • BSA Officer Training - April 25 - Baton Rouge 
  • Technology Technologies - May 9 - location TBA


Have you noticed that our programs are on the move?  We've been listening to your suggestions & requests and we are hosting more of our programs at various points all over the state at your request.  Keep sharing your input, we're listening!