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Education & Training

Enhancing Your Personal Development
Educational Opportunities Calendar11/29/2014

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

Dec. 03 eTrain: Real Estate Loan Review & Audit Procedures Webinar
Dec. 04 Basic Consumer Lending Compliance Oakland
Dec. 09 eTrain: The Legal Aspects of Social Media Webinar
Dec. 09 Basic Consumer Lending Compliance Ontario
Dec. 11-13 Joseph A. McDonald Attorney Conference Santa Barbara
Dec. 16 Regional Roundtable for CEOs San Luis Obispo
Jan. 20 Regional Roundtable for CEOs Ontario
Jan. 25-27 Western States Volunteer Conference Las Vegas
Feb. 04 Nevada Government Relations Rally Carson City
Mar. 19 Regional Roundtable for CEOs San Diego
Apr. 12 Credit Union SacTown Ten-Mile Run Sacramento
Apr. 13-14 California Government Relations Rally Sacramento
Nov. 03 Chapter Forum Palm Desert
Nov. 04 REACH 2015 Palm Desert
 
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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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