Day 1: IRA Essentials
IRA Essentials is a full-day workshop that gives attendees a solid foundation of IRA knowledge. Exercises are included throughout the day to help participants apply information to job-related situations. Learners 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. The trainer will utilize real-world exercises to help participants apply information to job-related situations. Topics covered are:
- Introduction to IRAs
- Establishing an IRA
- IRA Distributions
Day 2: Beyond Essentials (Advanced IRA)
Beyond Essentials is a full-day advanced workshop that builds on the learners’ basic IRA knowledge to help them address some of the more complex IRA issues. Previous IRA knowledge is assumed. Learners participate in real-world credit union activities which allows them to apply their learning immedieately back on the job. Topics covered are:
- IRA Benefits
- IRA Tax Reporting and Withholding
- IRA Transactions
- Required Minimum Distributions
- Processing an IRA Death Claim
Tina Glynn, CIS
IRA Training Consultant
Tina Glynn is a training consultant for Ascensus, Inc. She is responsible for conducting IRA training programs to meet the needs of financial institutions nation-wide. Tina is the project manager for IRAdirect® webinars. She is responsible for the development, design, promotion, and implementation of all new and existing IRAdirect compliance webinars for credit unions.
Before joining Ascensus in 2012, Tina worked for a major insurance company for 6 years in Education and Human Resources. Tina gained eight years of training experience in the insurance industry and from working with several non-profit organizations. Her responsibilities included developing and delivering curriculum for leadership training and outdoor education.
Tina holds a Bachelor of Arts Degree in Business Management from Lakeland College-Madison. She is a member of the American Society for Training and Development (ASTD) and has earned the designation Certified IRA Specialist (CIS) with Ascensus.
Paul Kern CIS, CIP, CISP
Manager of Instruction
Paul Kern is the Manager of Instruction for Ascensus, Inc. He is responsible for conducting, collaboratively designing and evaluating all IRA training programs to meet the needs of financial organizations nation-wide. He is an active member of the National Certified IRA Professional (CIP) Examination Board of Directors and CIP Commission.
Before joining Ascensus in 2009, Paul worked for CUNA Mutual Group for 5 years as a training consultant. Prior to 2004, Paul worked in K-12 Education for 10 years. He taught 1st and 2nd grade for 4 years and was a technology integrator for 6 years. His primary responsibilities included integrating technology into K-12 curriculum to meet state and federal standards, individual staff technology development plans, technology staff development sessions, and leadership trainings. During this time he was also an adjunct professor for Edgewood College, Viterbo University, and a requested speaker for the University of Wisconsin-Madison Educational Technology Department.
Paul holds a Bachelor of Science Degree in Elementary Education with a minor in Psychology from Winona State University and a Master of Science Degree in Curriculum and Instruction from the University of Wisconsin – Madison. He is a member of the American Society for Training and Development (ASTD), has earned the designation of Certified IRA Specialist (CIS) through Ascensus, Certified IRA Professional (CIP) through Ascensus and the National Association of Federal Credit Unions (NAFCU), as well as the designation of Certified IRA Services Professional (CISP) through the American Bankers Association (ABA).
March 5, 2014 - IRA Essentials
March 6, 2014 - Beyond Essentials
Doubletree Suites by Hilton Nashville-Airport
2424 Atrium Way
Nashville, TN 37214
Note: There will not be a fall session of this conference.
Registration 8:15 a.m.
Sessions 8:30 a.m. to 4:00 p.m.
Networking Lunch at noon
$449 per person per day (Includes continental breakfast, lunch, beverage breaks, workbook, calculator, and highlighter.)
Early Bird: $349 per person per day for registrations received two weeks prior to the conference.
Credit unions with assets less than $5 million, FREE
Non-Affiliated Credit Unions $749 per person per day. Early bird $649.
Bring a sweater, as personal comfort levels vary.
Business casual. Be sure to bring a sweater, as personal comfort levels vary.
Call your CU Information Center at 800-572-7359 or 423-899-2425, extensions 1209 or 1208.
Refunds will be issued until 10 days prior to the conference, less a $50 administration fee per person. Substitutions accepted anytime. All cancellations and substitutions must be submitted in writing.