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Enhancing Your Personal Development
Educational Opportunities Calendar07/08/2015

2015 Education and Training Calendar brochure, please click here.
 

July 08 Regional Roundtable for CEOs Concord
July 15 eTrain: Compliance for Marketing Managers webinar
July 22 eTrain: Using Social Media with a Purpose with Strategies that Work Webinar
July 28 eTrain: Trusts & Other Fiduciary Accounts webinar
Aug. 05 eTrain: Best Practices in Consumer Lending webinar
Aug. 06 eTrain: Creating a Sales Culture Webinar
Aug. 07-08 Shapiro Summit Ontario
Aug. 18 eTrain: Compliance for Opening New Accounts Webinar
Aug. 19 eTrain: Financial Counseling for Loan Officers 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. 02 eTrain: Learnings from Consumers webinar
Sep. 10 eTrain: When a Borrower Dies webinar
Sep. 16 eTrain: Avoiding the Trap of Operational Inefficiencies webinar
Sep. 17 eTrain: Social Media Plan = Loan Growth Webinar
Sep. 23 eTrain: Employee Discipline for Conduct Outside of Work webinar
Sep. 29 eTrain: 11 Ratios Every Credit Union Professional Should Know webinar
Oct. 13 eTrain: Power of Attorney webinar
Oct. 15 eTrain: ALM Implementation webinar
Oct. 21 eTrain: Electronic Strategies for Increasing Product Penetration webinar
Nov. 03 Chapter Forum Palm Desert
Nov. 04 REACH 2015 Palm Desert
Nov. 12 eTrain: Sexual Harassment Awareness & Prevention Training webinar
 
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BOLD designates on-site event. Click here for a complete listing.
eTrain Live Webinars by Topic

To register or find out more about a topic offered by seminar, webinar, school or conference, please click on the topic link below.

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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