MADISON, Wis. (10/22/08)--Credit union professionals can learn the financial needs of the Gen Y market during the YES Summit: Serving 18-30s, CUNA’s featured learning opportunity in December. The YES Summit, taking place Dec. 3-5 in Tampa, Fla., helps credit unions develop lasting relationships with young adults by tapping into their needs for money management, creditworthiness, debt management and wealth building. In addition to exploring products and services geared toward this demographic, a panel of young adults will provide insights on how to enhance current programs and potential ideas. Other December learning opportunities include:
* Board and supervisory committee members can better understand their responsibilities in evaluating the security and strength of their credit unions during the Supervisory Committee and Internal Audit Conference, Dec. 14-17, in Las Vegas. The conference covers important auditing, compliance, and fraud topics and helps attendees to better evaluate how the current economy impacts their credit unions. * An optional Supervisory Committee Fundamentals Pre-Conference Workshop, Dec. 13-14, explores responsibilities, job duties, and effectiveness of the supervisory committee. * Certified Financial Counselor School: Parts I and II take place Dec. 7-11 in Tempe, Ariz. Part I details the role of financial counselors in helping members prevent and resolve financial problems. It also addresses spending plans; improving creditworthiness; creditors’ and consumers’ rights and remedies; creditor/member relations; additional programs and resources; and designing a counseling program. Part II examines the underlying causes of financial difficulties for members and suggests ways to control and monitor living expenses. Topics include: insurance, education planning and saving, consumer credit, investment basics, taxes, consumer fraud, addictions, retirement planning, money conflicts, and more. Attendees may earn their Certified Credit Union Financial Counselor certification by successfully completing exams for both parts of this school. * The Business Lending Certification Institutes: Fundamentals and Credit Analysis will convene Dec. 8-12 in St. Pete Beach, Fla. Fundamentals lays a foundation for providing financial services and advice to member business owners. Topics include: business basics and lending regulations, analyzing member requests and applicant information, financial analysis fundamentals, loan structuring, loan default warning signs, member loan protection, and additional member business services. Credit Analysis analyzes issues such as: business credit and tax return analysis, financing fast-growth businesses, loan repayment, business life cycles, financial projections, and business plan development. An optional certification is available to attendees to document their knowledge and expertise in the business lending arena.
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