| League News |
OCUL Announces 2009 Holiday Schedule
The League will observe normal hours of operation throughout 2009 with the exception of the following dates:
- Monday, January 19 - Martin Luther King Day
- Monday, February 16 - President's Day
- Monday, May 25 - Memorial Day
- Monday, September 7 - Labor Day
- Monday, October 12 - Columbus Day
- Wednesday, November 11 - Veterans Day
- Thursday, November 26 - Thanksgiving Day
- Friday, December 25 - Christmas Day
2009 Resource Guide And Planning Calendars Are In
Purchase Yours Today!
If you haven't already done so, now is the time to start planning the rest of your year. The 2009 Resource Guide can help you plan which training events you would like to attend and help you find a good time to take that much needed vacation. Guides may be purchased for $20 each by using the attached form.
Please email Amber Vanderslice if you wish to order in volumes of more than 10 for special pricing. She may be reached via avanderslice@okleague.coop. |
| Education and Training |
IRA TrainingSeminars Approaching Swiftly
Don't Forget to Register
On January 14, Debbie Shipman, CUNA Mutual Group's IRA training expert for credit unions and leagues, will lead your credit union employees in a hands-on presentation on the Essentials of IRAs. This presentation will focus on the fundamentals of IRAs, such as, identifying the differences between Roth and traditional, rollover and direct transfers and reviewing tax forms your members receive like the 1099-R. Attendees will leave this seminar with basic knowledge on how to work with IRA owners and how to process basic IRA transactions. To register click on the link titled Essentials.
On January 15, Debbie Shipman plans to build on the attendees' knowledge of basic IRAs by addressing some of the more complex issues. IRA Advanced will cover IRA contributions, IRA required minimum distributions and the steps in processing a death claim. To register, click on the link titled Advanced.
For more educational opportunities, visit the "Education and Training Section" of the Oklahoma Credit Union League's Web site at www.okleague.coop.
CUNA Strategic Services adds VendorTrack
CUNA Strategic Services is offering a new product--VendorTrack--to help credit unions centralize vendor due diligence information, manage relationships, assess vendor risk and ensure compliance with policies and controls. In order to help credit unions understand VendorTrack, CUNA Strategic Services has developed Webcasts slated for January 21, February 4 and February 18. Click on one of the links to register. |
League Events
This is Your Last Chance to Purchase Tickets for CU On-The-Ice Night
Come See the Turnpike Rivalry -- OKC Blazers vs. Tulsa Oilers |
The Oklahoma Credit Union League would like to personally invite you to join us this Saturday night for CU On-The-Ice. This event, benefiting Children's Miracle Network and the Oklahoma Credit Union Foundation, will take place at the Ford Center in Oklahoma City, 100 West Reno Ave. Game time is 7:10 p.m. Tickets range from $10 to $20.
Oklahoma Credit Unions will be in one block of seats and will be recognized during gametime festivities.
Why Should Your Credit Union Get Involved?
- A portion of each ticket sold will go directly to the non-profits Oklahoma credit unions care most about;
- Multiple credit unions working together again demonstrates that credit unions are a cooperative organizations;
- It is a fun, family-friendly event!
If you would like to purchase tickets now, please contact Stacie Rathbun at the Blazer's office by calling 405.235.7825 and be sure to mention CU on the Ice Night! |
| Council Update
Marketing Council Sets 2009 Meeting Dates
Please mark you calendars for the following 2009 Marketing Council Meetings:
- February 24 - Marketing Conference, Tulsa, OK information coming soon!
- April 23 - Marketing Council Meeting, Stroud, OK
- September 17 - Marketing Council Meeting, Stroud, OK
- November 19 - Marketing Council Meeting, Stroud, OK
Reminder: ICUNet Meets Today at 1 PM |
| The ICUNet group will meet today from 1:00 p.m. to 4:00 p.m. at the Stroud Conference Center, located at 218 W. Main in Stroud. For more information, contact Phyllis Kunze at East Central Credit Union by calling 580.332.6306 or via phylliskunze@eccuada.com.
Economic Outlook
Topic of Next Credit Union Executives Meeting
The Baker Group will discuss the Economic Outlook at the next meeting of the Oklahoma Credit Union Executives on Wednesday, Jan 14, 2009. The meeting will be held at 11:30 a.m. in the OPUBCO Reception Hall, located at 9000 Broadway Extension in Oklahoma City. Registration is $15 per attendee. No shows will be billed.
Registrations must be received no later than Noon on Monday, Jan. 12, 2009. To register, contact Luann Schmiedel at 405.602.1131. |
| Chapter News
Boomer Sooner Chapter Cancels January Meeting |
January's Boomer Sooner Chapter Meeting has been cancelled while the executive committee works on programming for the upcoming year. |
| Compliance News You Can Use
ID Theft Information for Credit Unions |
| Resource: CUNA News Now
The subject of identity theft may have been eclipsed in the news lately by the country's economic woes, but it remains a huge issue for financial institutions and consumers alike, reminds Valerie Moss, Credit Union National Association director of compliance information.
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| People and Credit Unions In The News
CEO Retires From Western Sun FCU |
| After serving the credit union industry for over 28 years, Larry Weise, President/CEO of Western Sun Federal Credit Union would like to share with you that he will be retiring from the credit union in 2009. Larry has been instrumental in the growth of the credit union movement through his leadership, service and character. He has chaired and served on many credit union and community positions.
"Larry has led Western Sun through a remarkable period of growth and change over the past 20 years as our President/CEO. We have been blessed to have such a strong and visionary leader," said one of his staff. |
Careers in the Credit Union Industry
Western Sun Federal Credit Union
Seeks Chief Executive Officer |
| Western Sun Federal Credit Union is seeking a qualified candidate to fill their position for Chief Executive Officer. This person must have leadership skills that are visionary and strategic, 10 years of financial instituition experience, five years in senior management, a BS degree in Finance or Accounting. Credit union experience is preferred. For more information about this posting and other career openings, click here. | |
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Important Dates
8th
Red Flag Refresher (Audio)
REG CC (Audio)
ICUNet Meeting
(Stroud Conference Center)
10th
CU On-the-Ice Night
13th
Third Party Due Diligence (Audio)
14th
15th
How to Improve Your Collections (Webinar)
21st
Hands on Business Development (Audio)
OCUL Board Meeting
(OCUL Offices)
22nd
FACTA 312 (Webinar)
28th
Documentation, Authority, Transactions 7 NCUSIF Changes (Webinar)
Compliance Council Meeting
(Stroud Conference Center)
29th
Notary Public Training: Meeting Your Legal Responsibility (Audio)
February
3rd
Signature Cards and Account Agreements (Audio)
5th
Documenting and Disciplining Employees (Audio
6th
CMN Meeting- 10:30 AM
(University & Community FCU)
8-10th
10th
Lending Council Meeting
(Stroud Conference Center)
11th
12th
Netiquette (Audio)
CFO Council Meeting
(Stroud Conference Center)
18th
Loan Officer Protocol (Audio)
19- 20
CMN Celebration
(Orlando, FL)
22-26
24th
Disaster Recovery (Audio)
OCUL Marketing Conference
(Tulsa, OK)
25th
March
5th
Next Generation Banking (Audio)
Lending 101 (Webcast)
9-10
OCUL GAC
Oklahoma History Center
10th
IRA (Audio)
OCUL Board Meeting
(Location TBA)
11th
What CUs Need to Know About Repossesions (Webcast)
Trust Accounts and Credit Unions (Audio)
18th
Treasury Check Issues (Webcast)
25th
Comply with Reg Z Mortgage Loan Changes (Webcast)
26th
Do's/Don'ts of Incentive Plans (Audio) |
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