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Education & Training

Enhancing Your Personal Development
Educational Opportunities Calendar05/26/2016
May 25 eTrain: Current Investment Portfolio Management Trends Webinar
May 26 eTrain: In Love with the Voice: Building Your Credit Union Telephone Skills Webinar
May 27 eTrain: The ABCs of Loan Participation Webinar
June 07 eTrain: Employment Practices for Managers & Supervisors, Part 1 Webinar
June 07 Vehicle and Vessel Seminar Fresno
June 08 Vehicle and Vessel Seminar Folsom
June 08 eTrain: Five Critical Things Your Member Survey Isn't Telling You Webinar
June 09 eTrain: Regulation V: Fair Credit Reporting Act Webinar
June 09 Vehicle and Vessel Seminar Sunnyvale
June 14 Vehicle and Vessel Seminar Ontario
June 14 eTrain: Employment Practices for Managers & Supervisors, Part 2 Webinar
June 15 eTrain: Dissecting Which Loan Participation is Best for your CU Webinar
June 15 Vehicle and Vessel Seminar Glendale
June 16 Your Economy - Your Credit Union Anaheim Hills
June 16 Vehicle and Vessel Seminar Westminster
June 16 eTrain: Elder & and Dependent Adult Financial Abuse Prevention & Procedures in California Webinar
June 21 eTrain: Employment Practices for Managers & Supervisors, Part 3 Webinar
June 22 eTrain: Collections for Credit Unions Webinar
June 28 eTrain: Employment Practices for Managers & Supervisors, Part 4 Webinar
June 29 eTrain: Calling the Right Play: Challenges for Credit Union Directors & CEOs Webinar
June 30 eTrain: Loan Participation Due Diligence: Risk, Reward, and Regulations Webinar
July 07 eTrain: Membership & Account Ownership Webinar
July 10-22 Western CUNA Management School Pomona
July 13 eTrain: Best Practices for Financial Institutions on Social Media Webinar
 
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eTrain Live Webinars by Topic

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From the Editors of CU Weekly

NAVIGATING DECEASED MEMBER ACCOUNTS
updated 05/14/13 10:02 AM
Beneficiary Rules and Stipulations
Log on for the eTrain webinar Deceased Member Accounts with credit union compliance expert Mary-Lou Heighes on May 21 at 10 a.m.!

This webinar will give a deep analysis of the California guidelines for handling deceased member accounts, including:

  • Who automatically receives the shares.
  • Disbursement of shares of an account that has no named beneficiary.
  • Releasing funds to an individual who can prove he/she is the beneficiary named in a will.
  • Placing a hold on a deceased member’s joint account.
  • Much more!

The webinar is geared to credit union professionals responsible for member services, operations, compliance, training and professional development, branch management, and teller service.

Click here to register!

 
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