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Education & Training

Enhancing Your Personal Development
Educational Opportunities Calendar01/27/2015

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

Jan. 27 eTrain: Vendor Due Diligence webinar
Jan. 28 eTrain: Credit Card Compliance webinar
Jan. 28 eTrain: Europay, MasterCard, and Visa (EMV) Chip Technology webinar
Jan. 29 eTrain: Dwight Johnston's Quarterly Economic Update Webinar
Feb. 04 eTrain: Member-Friendly Non-Interest Income webinar
Feb. 04 Nevada Government Relations Rally Carson City
Feb. 10 eTrain: Demystifying Innovation webinar
Feb. 10 Legal Update Seminar Fresno
Feb. 11 Legal Update Seminar Sacramento
Feb. 12 Legal Update Seminar Oakland
Feb. 13 Legal Update Seminar Santa Clara
Feb. 17 Legal Update Seminar Ontario
Feb. 18 Legal Update Seminar Hawthorne
Feb. 18 eTrain: Reading & Understanding Income Tax Returns webinar
Feb. 19 eTrain: A Seasoned Supervisor's Guide to Staff Development webinar
Feb. 19 Regional Roundtable for CEOs La Habra
Feb. 19 Legal Update Seminar Anaheim Hills
Feb. 20 Legal Update Seminar Pasadena
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
 
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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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