Conferences & Workshops


Your League hosts a variety of affordable conferences and workshops throughout the year on the latest topics and trends from industry experts.  Please check this page often for updates on scheduled events.  

IRA TRAINING WORKSHOP


 

IRA TRAINING WORKSHOP 

September 20 and 21
League Office
9:00 a.m. – 4:30 p.m.

REGISTER FOR ONE OR BOTH DAYS!

2-Day Workshop: $425
One Day: $239

Day One: IRA Essentials
IRA Essentials gives attendees a solid foundation of IRA knowledge. Exercises are included throughout the day to help participants apply information to job-related situations. Attendees will leave this session able to work with IRA owners and process basic IRA transactions with confidence. This is a beginner's session; no previous IRA knowledge is assumed.

Who Should Attend?
You should attend this seminar if you:

Need to learn the basics of Traditional and Roth IRAs orWant an updated, general refresher on IRA rules.

Day Two: Advanced IRAs
Advanced IRAs builds on the attendees' basic knowledge to address more complex IRA issues their financial organizations may handle. This is an advanced session; previous IRA knowledge is assumed. The instructor uses real-world exercises to help participants apply information to job-related situations.

Who Should Attend?
You should attend this seminar if you:

Are an IRA administrator or member service representative who has working knowledge of basic IRA operations and wish to expand your expertise;Are a compliance specialist with procedural oversight of IRA policies and practices; orAre support personnel responsible for promotional materials that describe the services provided by your credit union.

Your Trainer: Ben Maas
Ben Maas is a Training Consultant with the Resource Development department at Ascensus. Mr. Maas conducts IRA training programs nationwide. His expertise includes Traditional and Roth IRAs, Coverdell education savings accounts, health savings accounts, and SEP and SIMPLE IRA plans. He also leads the development, design, implementation, assessment, and maintenance of the IRA University curriculum.

Mr. Maas joined Ascensus in 2005 as a member of the IRA Call Center prior to becoming a training consultant. He received a Bachelor of Business Administration degree in Finance from the University of Wisconsin–Whitewater. He has earned the Certified IRA Specialist (CIS) designation through Ascensus, the Certified IRA Professional (CIP) through the National Association of Federal Credit Unions (NAFCU), and the Certified IRA Services Professional (CISP) designation through the American Bankers Association (ABA). He is a member of the Association for Talent Development (ATD).

Additional Information:

  • Cost includes program materials, continental breakfast, breaks and lunch.

  • Participants should bring a hand-held calculator to both classes.

  • Dress code is business casual.

  • Please bring a sweater or jacket as personal comfort levels vary.

  • Overnight accommodations are available. To make a room reservation, please contact the Holiday Inn Louisville Airport at (800) HOLIDAY and mention group code Kentucky Credit Union League.

  • Scholarships are available. Please contact This email address is being protected from spambots. You need JavaScript enabled to view it. for additional information.

Cancellation policy. Refunds will be issued until 14 days prior to the conference less a $50 administration fee per person. Substitutions are accepted at any time.

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Kentucky Credit Union League
3615 Newburg Rd.
Louisville, KY 40218

Call: 502-459-8026 or 800-333-5285
Fax: 502-459-0189
Email: kycul@kycul.org