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Education & Training

Enhancing Your Personal Development
Educational Opportunities Calendar12/23/2014

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

Jan. 07 eTrain: Cybersecurity: FFIEC Initiatives & Observations webinar
Jan. 20 eTrain: Social Engineering: The Capacity for Catastrophe webinar
Jan. 20 Regional Roundtable for CEOs Ontario
Jan. 21 eTrain: TILA/RESPA & Mortgage Lending Compliance Update webinar
Jan. 25-27 Western States Volunteer Conference Las Vegas
Jan. 27 eTrain: Vendor Due Diligence webinar
Jan. 28 eTrain: Credit Card Compliance webinar
Feb. 04 Nevada Government Relations Rally Carson City
Feb. 18 eTrain: Reading & Understanding Income Tax Returns webinar
Feb. 19 eTrain: A Seasoned Supervisor's Guide to Staff Development webinar
Feb. 24 eTrain: Home Mortgage Disclosure Act (HMDA) Reporting webinar
Feb. 26 eTrain: 6 Solutions That Drive Positive Organization Change webinar
Mar. 04 eTrain: How to Safely and Profitably Offer Loans to a Non-Prime Market Webinar
Mar. 11 eTrain: Turning Strategies into Results-Oriented Plans webinar
Mar. 19 Regional Roundtable for CEOs San Diego
Mar. 25 eTrain: Financial Literacy, Credit Unions, and Generation Z webinar
Apr. 12 Credit Union SacTown Ten-Mile Run Sacramento
Apr. 13-14 California Government Relations Rally Sacramento
June 11 Regional Roundtable for CEOs La Canada Flintridge
Nov. 03 Chapter Forum Palm Desert
Nov. 04 REACH 2015 Palm Desert
 
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BOLD designates on-site event. Click here for a complete listing.
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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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...