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Education & Training

Enhancing Your Personal Development
Educational Opportunities Calendar12/19/2014

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

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

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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