IRA Workshops: Essentials & Advanced
Instructors
Instructors
Debbie Shipman
Debbie Shipman is an IRA training consultant for CUNA Mutual Group. She is responsible for developing and delivering IRA training programs to meet the needs of credit unions and leagues across the nation. In addition, Debbie is a key part of the tax reporting team that is charged with ensuring that tax reporting changes are implemented. Debbie is also the project manager for internal training. As such, she is responsible for implementing new employee and ongoing training for IRA services staff.
Prior to joining CUNA Mutual Group, Debbie gained three years of experience as a personal banker with Wisconsin's largest bank. Her responsibilities included training and new accounts, as well as mortgage and personal lending. In addition, she managed a sales team and worked closely with the trust department to expand the level of service. Debbie also has two years of experience working with IRAs at a large Wisconsin financial institution.
For more program content information or to request a brochure call 800-356-9655, ext. 4882, or email abollman@cuna.coop. For registration questions, call 800-356-9655, ext.4400 or e-mail reginfo@cuna.coop.
