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.
SEPTEMBER 19 & 20, 2017
Kentucky Credit Union League
3615 Newburg Road
Louisville, KY 40218
EDUCATIONAL INVESTMENT: $239 per day (attend one or both days)
(Includes program materials, breaks, lunch and refreshments.)
The Only Sure Thing About IRA Rules...is Change.
DAY 1: IRA ESSENTIALS
DAY 2: ADVANCED IRAs
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.
Introduction and Establishing IRAs
Who Should Attend?You should attend this seminar if you:
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.
Required Minimum Distributions
Roth IRA Conversion Contributions
IRA Owners Tax Forms and You
Who Should Attend?
You should attend this seminar if you:
Meet the Instructor: Ben Mass
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).
A block of rooms has been held at the Holiday Inn Express, 1921 Bishop Lane , Louisville, KY 40218. For reservations, call the hotel at 502.456.4411 and let them know you are with the Kentucky Credit Union League group.
Business casual. Be sure to bring a sweater or jacket, as personal comfort levels vary.
Refunds will be issued until five days prior to the event date less a $50 administration fee per person. Substitutions accepted at any time.
*Scholarships are available. Contact the League Office at 502.855.8201 or 502.855.8209 for more information.