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Enhancing Your Personal Development
Event Calendar for May 2013
• May 21 eTrain: Deceased Member Accounts Webinar
• May 30 eTrain: The Changing Landscape for Employer Health Plans Webinar
• June 03 Regional Roundtable for CEOs Downey
• June 04 eTrain: Trusts & Other Fiduciary Accounts Webinar
• June 05 eTrain: Employment Practices for Managers & Supervisors, Part 1 Webinar
• June 06 eTrain: Alternative Revenue Strategies Webinar
• June 11 Vehicle & Vessel Seminar Fresno
• June 12 Vehicle & Vessel Seminar North Highlands
• June 12 eTrain: Employment Practices for Managers & Supervisors, Part 2 Webinar
• June 13 Vehicle & Vessel Seminar Oakland
• June 18 Vehicle & Vessel Seminar Glendale
• June 19 Vehicle & Vessel Seminar Westminster
• June 19 eTrain: Employment Practices for Managers & Supervisors, Part 3 Webinar
• June 25 Vehicle & Vessel Seminar Ontario
• June 25 eTrain: Communication Tools for Dealing with Difficult People Webinar
• June 26 eTrain: Employment Practices for Managers & Supervisors, Part 4 Webinar
 
BOLD designates on-site event. Click here for the complete 2013 listing.
Education 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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