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Education & Training

Enhancing Your Personal Development
Educational Opportunities Calendar07/24/2016
July 26 eTrain: Managing Technology in the Workplace Webinar
July 27 eTrain: Trusts & Other Fiduciary Accounts Webinar
July 28 eTrain: Managing Liquidity, Capital Profiles, & Other Critical Issues Webinar
Aug. 02 eTrain: Tips for Terrific Talking, Part 1: Crafting POWER-full Presentations Webinar
Aug. 03 eTrain: Regulation CC: Check Holds Webinar
Aug. 04 eTrain: Member Conflict: Opportunity Knocks! Webinar
Aug. 05-06 Shapiro Summit Northern California
Aug. 09 eTrain: Tips for Terrific Talking, Part 2: Delivering POWER-full Presentations Webinar
Aug. 10 eTrain: Staying Relevant in the Lending Marketplace Webinar
Aug. 23 eTrain: Bank Secrecy Act (BSA) for Lenders Webinar
Aug. 24 eTrain: Bank Secrecy Act ( BSA) for Frontline Staff Webinar
Aug. 25 eTrain: Bank Secrecy Act (BSA) for BSA Officers Webinar
Aug. 31 eTrain: Malware Mules & Money Webinar
Sep. 07 eTrain: Basics of Automated Clearinghouse (ACH) Transactions Webinar
Sep. 08 eTrain: Managing Across the Generations Webinar
Sep. 13 Regulatory Update Seminar Fresno
Sep. 14 Regulatory Update Seminar Sacramento
Sep. 15 Regulatory Update Seminar Oakland
Sep. 15 eTrain: Lending to Service Members Webinar
Sep. 16 Regulatory Update Seminar Santa Clara
Sep. 20 eTrain: ACH Exceptions, Government Payments, & Deceased Account Holders Webinar
Sep. 20 Regulatory Update Seminar Ontario
Sep. 21 eTrain: Automated Clearinghouse (ACH) Risks for Business Webinar
Sep. 21 Regulatory Update Seminar Glendale
 
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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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