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Education & Training

Enhancing Your Personal Development
Educational Opportunities Calendar07/30/2014
July 30 eTrain: Compliance for Opening Accounts Online Webinar
Aug. 06 eTrain: Responding to Federal Subpoenas Webinar
Aug. 07 eTrain: Risks & Trends in IT Security Webinar
Aug. 08 Regional Roundtable for CEOs Sacramento
Aug. 08-09 Shapiro Summit and CEO Roundtable Sacramento
Aug. 13 eTrain: Responding to Federal Levies Webinar
Aug. 14 eTrain: Survival Skills for New Managers & Supervisors Webinar
Aug. 19-20 eTrain: Fulfilling NCUA Financial Literacy Requirements for Directors, Parts 1 & 2 Webinar
Aug. 21 eTrain: Loan Participation: Tools for Liquidity, Managing Risk, & Balance Sheet Allocation 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. 03 eTrain: Basics of Automated Clearing House (ACH) Transactions Webinar
Sep. 03 Regional Roundtable for CEOs San Francisco
Sep. 04 eTrain: Understanding the National Credit Union Share Insurance Fund (NCUSIF) Webinar
Sep. 09 eTrain: Eight Techniques for Successful Networking Webinar
Sep. 09 Regulatory Update Seminar Fresno
Sep. 10 Regulatory Update Seminar Sacramento
Sep. 10 eTrain: ACH Exceptions, Government Payments, & Deceased Account Holders Webinar
Sep. 11 eTrain: Establishing a Code of Ethics for Volunteers Webinar
 
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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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