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Enhancing Your Personal Development
Educational Opportunities Calendar09/02/2015

2015 Education and Training Calendar brochure, please click here.
 

Sep. 02 eTrain: Learnings from Consumers webinar
Sep. 15 eTrain: When a Borrower Dies - Common Mistakes Made by Credit Unions webinar
Sep. 15 Regulatory Update Seminar Fresno
Sep. 16 Regulatory Update Seminar Sacramento
Sep. 16 eTrain: Avoiding the Trap of Operational Inefficiencies webinar
Sep. 17 eTrain: Social Media Plan = Loan Growth Webinar
Sep. 17 Regulatory Update Seminar Santa Clara
Sep. 18 Regulatory Update Seminar Oakland
Sep. 22 Regulatory Update Seminar Anaheim Hills
Sep. 23 eTrain: Regulation of Offsite Employee Activity webinar
Sep. 23 Regulatory Update Seminar Glendale
Sep. 24 Regulatory Update Seminar Hawthorne
Sep. 25 Regulatory Update Seminar Ontario
Sep. 29 eTrain: 11 Ratios Every Credit Union Professional Should Know webinar
Oct. 06 eTrain: Courting Boomer Members 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
Nov. 12 eTrain: Sexual Harassment Awareness & Prevention Training webinar
Nov. 18 eTrain: ALLL for the Non-Accountant Webinar
Dec. 02 eTrain: Building Your Compliance Program webinar
Dec. 09 eTrain: Dealing with a Third Party Data Breach webinar
 
For CEO ROUNDTABLE events, please click HERE.
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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...