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Education & Training

Enhancing Your Personal Development
Educational Opportunities Calendar07/30/2014
July 30 eTrain: Compliance for Opening Accounts Online Webinar
Aug. 06 eTrain: Responding to Federal Subpoenas Webinar
Aug. 07 eTrain: Risks & Trends in IT Security Webinar
Aug. 08 Regional Roundtable for CEOs Sacramento
Aug. 08-09 Shapiro Summit and CEO Roundtable Sacramento
Aug. 13 eTrain: Responding to Federal Levies Webinar
Aug. 14 eTrain: Survival Skills for New Managers & Supervisors Webinar
Aug. 19-20 eTrain: Fulfilling NCUA Financial Literacy Requirements for Directors, Parts 1 & 2 Webinar
Aug. 21 eTrain: Loan Participation: Tools for Liquidity, Managing Risk, & Balance Sheet Allocation Webinar
Aug. 26 eTrain: Bank Secrecy Act (BSA) for Lenders Webinar
Aug. 27 eTrain: Bank Secrecy Act (BSA) for Frontline Staff Webinar
Aug. 28 eTrain: Bank Secrecy Act (BSA) for BSA Officers Webinar
Sep. 03 eTrain: Basics of Automated Clearing House (ACH) Transactions Webinar
Sep. 03 Regional Roundtable for CEOs San Francisco
Sep. 04 eTrain: Understanding the National Credit Union Share Insurance Fund (NCUSIF) Webinar
Sep. 09 eTrain: Eight Techniques for Successful Networking Webinar
Sep. 09 Regulatory Update Seminar Fresno
Sep. 10 Regulatory Update Seminar Sacramento
Sep. 10 eTrain: ACH Exceptions, Government Payments, & Deceased Account Holders Webinar
Sep. 11 eTrain: Establishing a Code of Ethics for Volunteers 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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