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Education & Training

Enhancing Your Personal Development
Educational Opportunities Calendar02/15/2016
Feb. 16 eTrain: Regulation DD: Truth in Savings Act (TISA) Webinar
Feb. 16 Legal Update Seminar Ontario
Feb. 17 Legal Update Seminar Glendale
Feb. 18 Legal Update Seminar El Segundo
Feb. 19 Legal Update Seminar Anaheim Hills
Feb. 21-25 CUNA Governmental Affairs Conference Washington
Feb. 24 eTrain: Fair Credit Reporting Act Compliance Webinar
Feb. 25 eTrain: Reading & Understanding Income Tax Returns Webinar
Mar. 02 eTrain: Enterprise Risk Management, Part 1: Introduction to Enterprise Risk Management Webinar
Mar. 08 eTrain: Hash Tags to Security Holds: Using Social Networking to Compromise a Credit Union Webinar
Mar. 09 eTrain: Enterprise Risk Management, Part 2: Advanced Enterprise Risk Management Issues Webinar
Mar. 16 eTrain: Enterprise Risk Management, Part 3: Enterprise Risk Management from an Information Technology Perspective Webinar
Mar. 17 eTrain: The Art of Asking Questions: Your Key to Credit Union Sales Webinar
Mar. 22 eTrain: Responding to California Subpoenas Webinar
Mar. 22 eTrain: Responding to California Levies Webinar
Mar. 29 eTrain: Internal Fraud & Loan Fraud: Opportunity Makes the Thief Webinar
Mar. 30 eTrain: Innovative Leadership: Rethink, Renew, Revive Webinar
Apr. 03 Credit Union SacTown Ten-Mile Run Sacramento
Apr. 04-05 California Government Relations Rally Sacramento
Apr. 06 eTrain: Loan Officer 101 Webinar
Apr. 07 eTrain: Creating & Managing an Effective "Violence in the Workplace" Program Webinar
Apr. 12 eTrain: From Marketing to CEO: Your Personal Roadmap to CEO Webinar
Apr. 13 eTrain: Resolving Member Complaints & Transaction Disputes Webinar
Apr. 14 eTrain: New Financial Accounting Standards Board (FASB) Rules Webinar
 
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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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