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Education & Training

Enhancing Your Personal Development
Educational Opportunities Calendar02/10/2016
Feb. 09 Legal Update Seminar Fresno
Feb. 10 Legal Update Seminar Sacramento
Feb. 10 eTrain: Ten Secrets to Effective Employee Onboarding Webinar
Feb. 11 Legal Update Seminar Santa Clara
Feb. 11 eTrain: Health Savings Accounts — Here to Stay Webinar
Feb. 12 Legal Update Seminar Oakland
Feb. 16 Legal Update Seminar Ontario
Feb. 16 eTrain: Regulation DD: Truth in Savings Act (TISA) Webinar
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. 08 eTrain: Hash Tags to Security Holds: Using Social Networking to Compromise a Financial Institution Webinar
Mar. 17 eTrain: Sales Skills: Asking the Right Questions 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
 
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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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