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Enhancing Your Personal Development
Educational Opportunities Calendar05/30/2015

2015 Education and Training Calendar brochure, please click here.
 

June 04 eTrain: Employment Practices for Managers & Supervisors, Part 1: Employment Discrimination, Diversity, & Harassment Issues webinar
June 09 Vehicle and Vessel Seminar Fresno
June 10 Vehicle and Vessel Seminar Sacramento
June 11 Vehicle and Vessel Seminar Oakland
June 11 eTrain: Employment Practices for Managers & Supervisors, Part 2: Performance & Behavior Issues: Legal Strategies webinar
June 11 Regional Roundtable for CEOs La Canada Flintridge
June 16 eTrain: Cross Selling Your Deposit Services Webinar
June 16 Vehicle and Vessel Seminar Ontario
June 17 Vehicle and Vessel Seminar Glendale
June 18 Vehicle and Vessel Seminar Westminster
June 18 eTrain: Employment Practices for Managers & Supervisors, Part 3: Wage & Hour Issues: Essential Compliance webinar
June 23 eTrain: UDAAP: Do You Know It When You See It? Webinar
June 24 eTrain: Cross Selling Your Lending Services Webinar
June 25 eTrain: Employment Practices for Managers & Supervisors, Part 4: Mental Health and Disability Issues in the Workplace webinar
July 07 eTrain: Gen Y Personal Finances webinar
July 08 Regional Roundtable for CEOs Concord
July 15 eTrain: Compliance for Marketing Managers 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. 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
 
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From the Editors of CU Weekly

TRUTH IN SAVINGS, REGS D AND E
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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