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Enhancing Your Personal Development
Educational Opportunities Calendar07/07/2015

2015 Education and Training Calendar brochure, please click here.
 

July 07 eTrain: Gen Y Personal Finances webinar
July 08 Regional Roundtable for CEOs Concord
July 15 eTrain: Compliance for Marketing Managers webinar
July 22 eTrain: Using Social Media with a Purpose with Strategies that Work Webinar
July 28 eTrain: Trusts & Other Fiduciary Accounts webinar
Aug. 05 eTrain: Best Practices in Consumer Lending webinar
Aug. 06 eTrain: Creating a Sales Culture Webinar
Aug. 07-08 Shapiro Summit Ontario
Aug. 18 eTrain: Compliance for Opening New Accounts Webinar
Aug. 19 eTrain: Financial Counseling for Loan Officers Webinar
Aug. 26 eTrain: Bank Secrecy Act (BSA) for Lenders webinar
Aug. 27 eTrain: Bank Secrecy Act (BSA) for Frontline Staff webinar
Aug. 28 eTrain: Bank Secrecy Act (BSA) for BSA Officers webinar
Sep. 02 eTrain: Learnings from Consumers webinar
Sep. 10 eTrain: When a Borrower Dies webinar
Sep. 16 eTrain: Avoiding the Trap of Operational Inefficiencies webinar
Sep. 17 eTrain: Social Media Plan = Loan Growth Webinar
Sep. 23 eTrain: Employee Discipline for Conduct Outside of Work webinar
Sep. 29 eTrain: 11 Ratios Every Credit Union Professional Should Know webinar
Oct. 13 eTrain: Power of Attorney webinar
Oct. 15 eTrain: ALM Implementation webinar
Oct. 21 eTrain: Electronic Strategies for Increasing Product Penetration webinar
Nov. 03 Chapter Forum Palm Desert
Nov. 04 REACH 2015 Palm Desert
 
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From the Editors of CU Weekly

TRUSTS, OTHER FIDUCIARY ACCOUNTS
updated 07/06/15 03:56 PM
Rules, Best Practices
Attention California credit unions! Are you well-versed in trust accounts and other fiduciary accounts? Your members expect you to know all the rules.

Join the Trusts & Other Fiduciary Accounts webinar on July 28 where compliance expert Mary-Lou Heighes will offer an overview of distinctive account structures, including Living Trusts, Totten Trusts, Uniform Transfer to Minors, and Coogan accounts. In addition, this session will outline the setup of Representative Payee accounts and Conservatorships.

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