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Educational Opportunities Calendar10/11/2015

2015 Education and Training Calendar brochure, please click here.

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
Nov. 18 eTrain: ALLL for the Non-Accountant Webinar
Nov. 19 eTrain: IRS Reporting Requirements Webinar
Dec. 01 eTrain: Plastic Card Fraud & EMV Webinar
Dec. 02 eTrain: Building Your Compliance Program webinar
Dec. 09 eTrain: Dealing with a Third Party Data Breach webinar
Dec. 10-12 Joseph A. McDonald Attorney Conference Santa Barbara
For CEO ROUNDTABLE events, please click HERE.
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BOLD designates on-site event. Click here for a complete listing.
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From the Editors of CU Weekly

updated 11/19/13 08:33 AM
Make Sure Your CU is Compliant
Don't miss the Truth in Savings Act, Regulation D, & Regulation E Compliance eTrain webinar on Nov. 26 to make sure your credit union and service providers are in compliance!

Learn about the Truth in Savings Act (TISA) requirements for each step of the deposit account process, including marketing deposit accounts, opening new accounts, periodic statements, overdraft coverage, and changes in account terms. Credit union compliance expert Mary-Lou Heighes will also give a step-by-step review of your compliance responsibilities, including Regulation D and Regulation E.

Heighes will address these questions and much more:

  • What must you include in deposit account marketing? What may you omit?
  • What disclosures must you provide to a new account holder?
  • What is the correct wording for overdraft coverage opt-in/opt-out disclosures and forms?
  • What are the formatting and placement rules for TISA information on periodic statements?
  • When a deposit account’s terms or structure changes, must you provide additional documentation?
  • What transactions are included and excluded by Regulation E?
  • How should Regulation E error claims be handled?

Click here to learn more and to register!

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