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Enhancing Your Personal Development
Educational Opportunities Calendar05/23/2015

2015 Education and Training Calendar brochure, please click here.
 

May 27 eTrain: Ten Steps to Relentless Loan Growth Webinar
June 04 eTrain: Employment Practices for Managers & Supervisors, Part 1: Employment Discrimination, Diversity, & Harassment Issues 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: Employment Practices for Managers & Supervisors, Part 2: Performance & Behavior Issues: Legal Strategies 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 17 eTrain: Cross Selling Your Deposit Services Webinar
June 18 Vehicle and Vessel Seminar Westminster
June 18 eTrain: Employment Practices for Managers & Supervisors, Part 3: Wage & Hour Issues: Essential Compliance webinar
June 23 eTrain: UDAAP: Do You Know It When You See It? Webinar
June 24 eTrain: Cross Selling Your Lending Services Webinar
June 25 eTrain: Employment Practices for Managers & Supervisors, Part 4: Mental Health and Disability Issues in the Workplace webinar
July 07 eTrain: Gen Y Personal Finances webinar
July 08 Regional Roundtable for CEOs Concord
July 15 eTrain: Compliance for Marketing Managers 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. 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
 
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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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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...