|•||Apr. 23||eTrain: Managing Investment Portfolio Assets||Webinar|
|•||Apr. 23||Bank Secrecy Act (BSA) Compliance School||Oakland|
|•||Apr. 24||eTrain: Business Account Administration||Webinar|
|•||Apr. 29||eTrain: Coaching, Counseling, & Mentoring Skills||Webinar|
|•||May 06||eTrain: Supervisory Committee Duties & Responsibilities||Webinar|
|•||May 07||eTrain: How to Read a Credit Bureau Report||Webinar|
|•||May 07||eTrain: Healthcare Reform Update||Webinar|
|•||May 08||eTrain: Leadership & Succession Planning for the Board||Webinar|
|•||May 13||Bankruptcy & Collections Seminar||Fresno|
|•||May 14||Bankruptcy & Collections Seminar||Sacramento|
|•||May 14||eTrain: Dormant Accounts & Escheat Procedures||Webinar|
|•||May 15||Bankruptcy & Collections Seminar||Oakland|
|•||May 20||Bankruptcy & Collections Seminar||Ontario|
|•||May 20||eTrain: Sexual Harassment Awareness & Prevention||Webinar|
|•||May 21||Bankruptcy & Collections Seminar||Glendale|
|•||May 21||eTrain: Putting the 'Credit' Back Into Credit Union||Webinar|
|•||May 22||eTrain: REACH Executive Webinar: Effective Board Management in the 21st Century||Webinar|
|•||May 27||eTrain: Member Business Lending Compliance||Webinar|
|•||May 28||eTrain: Compliance for Frontline Staff||Webinar|
|•||May 29||CEO Succession Planning for Ensuring Your Credit Union's Future||Webinar|
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|BOLD designates on-site event. Click here for a complete listing.|
To register or find out more about a topic offered by seminar, webinar, school or conference, please click on the topic link below.
Register for the California Account Administration seminar and get the knowledge you need to effectively handle individual, joint, and trust accounts.
Credit union compliance expert Mary-Lou Heighes will give you the tools and techniques to help you open, maintain, and close deposit accounts with accuracy and efficiency.
Topics to be covered: membership, account ownership, decedent accounts, trust accounts and other fiduciary accounts, power of attorney, overview of Bank Secrecy Act, and more.
The seminar starts on March 11 in Fresno and concludes on March 27 in Anaheim Hills. Click here for dates, locations, and registration.