Courtesy Pay Webinar


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Making Up for Lost Courtesy Pay Profits Webinar

May 11, 2010
1:00 p.m. – 2:30 p.m. MST

$159 Webinar Only

$159 CD Only

$179 Webinar and CD

New courtesy pay regulations are upon us and more may be on the way. The loss of courtesy pay revenue could be a major issue to some credit unions and devastating to others. Making up the lost revenue may be difficult, but there are strategies and options you can employ to mitigate the losses. Two things are clear: 1) many Americans need their financial institution to provide an easy way to make ends meet and 2) credit unions need revenue from their share draft/checking programs to cover this expensive service. Join us for a look at the new regulations, possible future regulations, and strategies to help alleviate potential revenue loss from your courtesy pay program.

HIGHLIGHTS

Upcoming regulatory changes and possible future changes
How to show staff the benefits of a healthy courtesy pay program and gain their active support
Approaches to encourage as many members as possible to OPT IN
New share draft/checking products that will provide significant revenue flow
Ways to help pay for your checking/share draft account program

Presenter: Tim Harrington, CPA, TEAM Resources
Tim Harrington is a Certified Public Accountant. Since 1992, he has taught lending personnel how to obtain monthly income from tax returns. Since 1996, Tim has been President of TEAM Resources, a firm which provides consulting, strategic planning, and training from coast-to-coast.

As a faculty member of two CUNA schools on finance and tax, Tim has consulted with, and provided training for, hundreds of financial institutions. In addition, he is the author of the popular lending software “Lenders Tax Analyzer.”

Get Connected: It’s as easy as 1 - 2 - 3

Fill out the information below and submit registration.
Prior to the conference, you will receive a special instruction sheet outlining the computer login and telephone dial-in procedures, your password, a specific toll-free telephone number and handout materials.
On the day of the conference gather all the attendees around your computer and speakerphone, distribute copies of the handout material, and enjoy the conference.

Cancellation/Payment Policy: Substitutions are always welcome. No-shows and cancellations received five days or less prior to the event will be invoiced for the full registration fee. Please do not send payment; your credit union will be billed. Password information and materials will be e-mailed 48 hours prior to the session.