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Education & Training

Enhancing Your Personal Development
Educational Opportunities Calendar07/26/2014
July 29 eTrain: Shapiro Series: Strengthening Your Credit Union, Part 1 - Non-Interest Income Webinar
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. 08-09 Shapiro Summit and CEO Roundtable Sacramento
Aug. 08 Regional Roundtable for CEOs 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
 
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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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