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Education & Training

Enhancing Your Personal Development
Educational Opportunities Calendar04/21/2015

2015 Education and Training Calendar brochure, please click here.
 

Apr. 21 Basic Mortgage Lending Compliance Seminar Ontario
Apr. 22 Basic Mortgage Lending Compliance Seminar Westminster
Apr. 22 eTrain: Call Center Metrics from the Member's Perspective webinar
Apr. 28 eTrain: Dormant Accounts & Escheat Procedures webinar
May 05 eTrain: Business Account Administration webinar
May 06 Commercial Real Estate Lessons Learned from the Great Recession Webinar
May 12 eTrain: Sexual Harassment Awareness & Prevention Training webinar
May 13 The Virtual Model: Dealing with Member Ghosts Webinar
May 14 Regional Roundtable for CEOs Fresno
May 19 eTrain: Deceased Member Accounts webinar
May 21 eTrain: Member Business Lending Compliance Webinar
May 27 Ten Steps to Relentless Loan Growth Webinar
June 04 eTrain: EPMS, Part 1: Employment Discrimination webinar
June 09 Vehicle and Vessel Seminar Fresno
June 10 Vehicle and Vessel Seminar Sacramento
June 11 Vehicle and Vessel Seminar Oakland
June 11 eTrain: EPMS, Part 2: Documentation webinar
June 11 Regional Roundtable for CEOs La Canada Flintridge
June 16 Vehicle and Vessel Seminar Ontario
June 17 Vehicle and Vessel Seminar Glendale
June 18 Vehicle and Vessel Seminar Westminster
June 18 eTrain: EPMS, Part 3: Wage & Hour Issues webinar
June 25 eTrain: EPMS, Part 4: Disabilities & Leaves webinar
July 07 eTrain: Gen Y Personal Finances webinar
 
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BOLD designates on-site event. Click here for a complete listing.
eTrain Live Webinars by Topic

To register or find out more about a topic offered by seminar, webinar, school or conference, please click on the topic link below.

From the Editors of CU Weekly

MANAGE MEMBER ACCOUNTS EFFICIENTLY
updated 03/12/13 11:17 AM
Individual, Joint, and Trust Accounts
Learn the most current and complete deposit account rules and tools during the California Account Administration Seminar from March 13-15 in San Jose, Fresno, North Highlands, and Oakland, and from March 19-21 in Ontario, Glendale, and Westminster.

Click here to register and find out more information!

During this seminar you will learn about a variety of important topics, including:

  • Membership
  • National Credit Union Share Insurance Fund(NCUSIF)
  • Account Ownership
  • Power of Attorney
  • Decedent Accounts
  • Brief Overview of Bank Secrecy Act
  • Trust Accounts and Other Fiduciary Accounts
  • OFAC and USA Patriot Act/CIP Requirements
  • Elder and Dependent Financial Abuse Reporting Requirements

Who should attend? California credit union staff members who open, maintain, or close member accounts, such as member service representatives and managers, tellers, teller supervisors, new account specialists, branch managers, operations officers, compliances officers, and training and professional development staff.

 
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Exhibitors & Sponsors
A variety of sponsorships for every budget are available. Your sponsorship is reinforced with verbal recognition, conference event signage, website and program acknowledgement, print, and email exposure. Continue for complete information...