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Education & Training

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Upcoming Events Calendar
Apr. 15 Dwight Johnston's Quarterly Economic Update: Sooner Rather Than Later? Webcast
Apr. 16 eTrain: Basic Consumer Lending Webinar
Apr. 17 eTrain: Board Governance & Liabilities Webinar
Apr. 23 eTrain: Managing Investment Portfolio Assets Webinar
Apr. 23 Bank Secrecy Act (BSA) Compliance School Oakland
Apr. 24 eTrain: Business Account Administration Webinar
Apr. 29 eTrain: Coaching, Counseling, & Mentoring Skills Webinar
May 06 eTrain: Supervisory Committee Duties & Responsibilities Webinar
May 07 eTrain: How to Read a Credit Bureau Report Webinar
May 07 eTrain: Healthcare Reform Update Webinar
May 08 eTrain: Leadership & Succession Planning for the Board Webinar
May 13 Bankruptcy & Collections Seminar Fresno
May 14 Bankruptcy & Collections Seminar Sacramento
May 14 eTrain: Dormant Accounts & Escheat Procedures Webinar
May 15 Bankruptcy & Collections Seminar Oakland
May 20 Bankruptcy & Collections Seminar Ontario
May 20 eTrain: Sexual Harassment Awareness & Prevention Webinar
May 21 eTrain: Putting the 'Credit' Back Into Credit Union Webinar
May 21 Bankruptcy & Collections Seminar Glendale
May 22 eTrain: REACH Executive Webinar: Effective Board Management in the 21st Century 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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