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Enhancing Your Personal Development
Educational Opportunities Calendar07/05/2015

2015 Education and Training Calendar brochure, please click here.
 

July 07 eTrain: Gen Y Personal Finances webinar
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
 
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From the Editors of CU Weekly

PREVENT ELDER FINANCIAL ABUSE
updated 11/04/13 03:23 PM
Protect Your Members
When elderly members are targeted by financial predators, your intervention may be their only line of defense.

Sign up for the Nov. 19 “Elder Financial Abuse Procedures and Prevention in California" webinar to learn what steps your credit union must take when you suspect abuse. This webinar repeats on Nov. 21 for Nevada credit unions.

During the webinar, credit union expert Mary-Lou Heighes will discuss:

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

Who should attend?
Credit union staff that have direct contact with elder or dependent adult members, or who review or approve their financial transactions, such as security, member service and tellers, branch managers, operations, training and professional development, and compliance.

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.

California credit unions, click here to register!

Nevada credit unions, click here to register!

 
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