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Education & Training

Enhancing Your Personal Development
Educational Opportunities Calendar09/24/2014
Sep. 24 eTrain: Plastic Card Fraud & EMV Webinar
Oct. 01 eTrain: Regulation CC, D & E Compliance Webinar
Oct. 08 eTrain: Counterfeit Checks, Cash, & Forgeries Webinar
Oct. 08 Regional Roundtable for CEOs Ridgecrest
Oct. 20-22 2014 Annual Meeting & Convention Los Angeles
Oct. 23 Chapter Forum Los Angeles
Nov. 06 eTrain: Blowing the Doors Off Business Development Webinar
Nov. 12 eTrain: Protecting Your Database from Hackers Webinar
Nov. 13 eTrain: Power of Attorney Webinar
Nov. 18 eTrain: IRS Reporting Requirements Webinar
Nov. 19 eTrain: Developing Your Robbery Prevention, Response, & Aftermath Training Webinar
Nov. 20 eTrain: Sexual Harassment Awareness & Prevention Webinar
Dec. 03 eTrain: Real Estate Loan Review & Audit Procedures Webinar
Dec. 09 eTrain: The Legal Aspects of Social Media Webinar
Dec. 11-13 Joseph A. McDonald Attorney Conference Santa Barbara
Dec. 16 Regional Roundtable for CEOs San Luis Obispo
 
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From the Editors of CU Weekly

PROTECT YOUR ELDERLY MEMBERS
updated 10/08/13 08:52 AM
Tips on Financial Abuse
If one of your elderly members were being victimized, would you recognize it? Would you know how to handle it?

On Nov. 19, credit union compliance expert Mary-Lou Heighes will point out abuse signs, what proactive steps your credit union can take to prevent such cases, and what you must do when you suspect an elderly or dependent adult member is being financially victimized.

The Elder Financial Abuse Procedures & Prevention in California webinar will focus on:

  • What is elderly and dependent adult financial abuse?
  • What are “red flags” of abuse?
  • Reporting elderly financial abuse.
  • What to do if a scared or embarrassed member does not want the abuse reported?
  • Your credit union’s liability for reporting suchfinancial abuse.

You should attend this webinar if you have direct contact with senior or dependent adult members, or review or approve their financial transactions.

Registration is free for Power Learner Passport holders, $189 for League members who are not Power Learner Passport holders, and $331 for non-League members.

Click here for more information!

 
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