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Enhancing Your Personal Development
Educational Opportunities Calendar10/21/2014

To receive an email of the 2015 Education and Training Calendar when it's ready, please click here.
 

Oct. 20-22 2014 Annual Meeting & Convention Los Angeles
Oct. 23 Chapter Forum Los Angeles
Nov. 06 eTrain: Blowing the Doors Off Business Development Webinar
Nov. 12 eTrain: Protecting Your Database from Hackers Webinar
Nov. 13 eTrain: Power of Attorney Webinar
Nov. 18 eTrain: IRS Reporting Requirements Webinar
Nov. 19 eTrain: Developing Your Robbery Prevention, Response, & Aftermath Training Webinar
Nov. 20 eTrain: Sexual Harassment Awareness & Prevention Webinar
Dec. 03 eTrain: Real Estate Loan Review & Audit Procedures Webinar
Dec. 09 eTrain: The Legal Aspects of Social Media Webinar
Dec. 11-13 Joseph A. McDonald Attorney Conference Santa Barbara
Dec. 16 Regional Roundtable for CEOs San Luis Obispo
Feb. 04 Nevada Government Relations Rally Carson City
Apr. 13-14 California Government Relations Rally Sacramento
 
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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...