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Education & Training

Enhancing Your Personal Development
Educational Opportunities Calendar11/24/2014

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

Dec. 03 eTrain: Real Estate Loan Review & Audit Procedures Webinar
Dec. 04 Basic Consumer Lending Compliance Oakland
Dec. 09 Basic Consumer Lending Compliance Ontario
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
Jan. 20 Regional Roundtable for CEOs Ontario
Jan. 25-27 Western States Volunteer Conference Las Vegas
Feb. 04 Nevada Government Relations Rally Carson City
Apr. 12 Credit Union SacTown Ten-Mile Run Sacramento
Apr. 13-14 California Government Relations Rally Sacramento
Nov. 03 Chapter Forum Palm Desert
Nov. 04 REACH 2015 Palm Desert
 
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eTrain Live Webinars by Topic

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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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