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 immediately back on the job. Topics covered are:
- IRA Benefits
- IRA Tax Reporting and Withholding
- IRA Transactions
- Required Minimum Distributions
- Processing an IRA Death Claim
Ben Maas, CIS, CIP, CISP
IRA Training Consultant
Ben Maas is a training consultant for Ascensus, Inc. He is responsible for conducting IRA training programs to meet the needs of financial organizations nation-wide. Ben is the product lead for IRA University. His responsibilities include the development, design, implementation, assessment, and maintenance of this curriculum.
Before joining Ascensus in 2009, Ben worked for CUNA Mutual Group as a training consultant. Prior to 2004, Ben worked as a specialty lines insurance underwriter. He was a member of the CUNA IRA Customer Response Center before joining the IRA Training team.
Ben holds a Bachelor of Business Administration Degree in Finance from the University of Wisconsin-Whitewater. He is a member of the American Society for Training and Development (ASTD). He has earned the designation Certified IRA Specialist (CIS) with Ascensus, the 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 9, 2016- IRA Essentials
March 10, 2016- Beyond Essentials
Doubletree Suites by Hilton Nashville-Airport
2424 Atrium Way
Nashville, TN 37214
Cut-off date: February 25, 2016
Check-in time is 3:00 p.m.
Check-out time is 12:00 p.m.
No late check-outs can be provided.
Remember to bring your letters of tax exemption
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 $799 per person per day. Early bird $699.
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.