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Enhancing Your Personal Development
Educational Opportunities Calendar03/05/2015

2015 Education and Training Calendar brochure, please click here.
 

Mar. 04 eTrain: How to Safely and Profitably Offer Loans to a Non-Prime Market Webinar
Mar. 10 CA Account Administration Seminar Fresno
Mar. 11 CA Account Administration Seminar Sacramento
Mar. 11 eTrain: Turning Strategies into Results-Oriented Plans webinar
Mar. 12 CA Account Administration Seminar Oakland
Mar. 17 CA Account Administration Seminar Ontario
Mar. 17 eTrain: Fair Lending Practices webinar
Mar. 18 CA Account Administration Seminar Glendale
Mar. 19 CA Account Administration Seminar Tustin
Mar. 19 eTrain: Leading Change: Why Can't Things Just Stay the Same? webinar
Mar. 19 Regional Roundtable for CEOs San Diego
Mar. 25 eTrain: Financial Literacy, Credit Unions, and Generation Z webinar
Apr. 09 eTrain: 101 Credit Union Insights webinar
Apr. 12 Credit Union SacTown Ten-Mile Run Sacramento
Apr. 13-14 California Government Relations Rally Sacramento
Apr. 13 Regional Roundtable for CEOs Sacramento
Apr. 14 Basic Mortgage Lending Compliance Seminar Fresno
Apr. 15 Basic Mortgage Lending Compliance Seminar Sacramento
Apr. 15 eTrain: Preparing for Workplace Violence webinar
Apr. 16 Basic Mortgage Lending Compliance Seminar Oakland
Apr. 21 Basic Mortgage Lending Compliance Seminar Ontario
Apr. 22 Basic Mortgage Lending Compliance Seminar Westminster
Apr. 22 eTrain: Call Center Metrics from the Member's Perspective webinar
Apr. 28 eTrain: Dormant Accounts & Escheat Procedures webinar
 
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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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