2015 Education and Training Calendar brochure, please click here.
|•||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. 15||Regulatory Update Seminar||Fresno|
|•||Sep. 16||Regulatory Update Seminar||Sacramento|
|•||Sep. 16||eTrain: Avoiding the Trap of Operational Inefficiencies||webinar|
|•||Sep. 17||eTrain: Social Media Plan = Loan Growth||Webinar|
|•||Sep. 17||Regulatory Update Seminar||Santa Clara|
|•||Sep. 18||Regulatory Update Seminar||Oakland|
|•||Sep. 22||Regulatory Update Seminar||Anaheim Hills|
|•||Sep. 23||eTrain: Employee Discipline for Conduct Outside of Work||webinar|
|•||Sep. 23||Regulatory Update Seminar||Glendale|
|•||Sep. 24||Regulatory Update Seminar||Hawthorne|
|•||Sep. 25||Regulatory Update Seminar||Ontario|
|•||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|
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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.