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Education & Training

Enhancing Your Personal Development
Educational Opportunities Calendar04/30/2016
May 04 eTrain: Managing Your Investment Portfolio Assets Webinar
May 05 eTrain: The Art of e-Business Etiquette Webinar
May 10 eTrain: Career Development: Mind Your Own Business Webinar
May 11 eTrain: Regulation B: Equal Credit Opportunity Act Webinar
May 12 eTrain: Sexual Harassment Awareness & Prevention Training Webinar
May 17 eTrain: Investigating Internal Fraud for the Beginner Webinar
May 18 eTrain: Deceased Member Accounts Webinar
May 19 eTrain: Getting Ready for a Fair Lending Examination Webinar
May 24 eTrain: Regulation E: Electronic Funds Transfers Webinar
May 25 eTrain: Current Investment Portfolio Management Trends Webinar
May 26 eTrain: In Love with the Voice: Building Your Credit Union Telephone Skills Webinar
May 27 eTrain: The ABC’s of Loan Participations for Small Credit Unions Webinar
June 07 eTrain: Employment Practices for Managers & Supervisors, Part 1 Webinar
June 08 eTrain: Five Critical Things Your Member Survey Isn't Telling You Webinar
June 09 eTrain: Regulation V: Fair Credit Reporting Act Webinar
June 14 eTrain: Employment Practices for Managers & Supervisors, Part 2 Webinar
June 15 eTrain: Which Loan Participation is Best for Your Credit Union’s Portfolio? Webinar
June 16 Your Economy - Your Credit Union Anaheim Hills
June 21 eTrain: Employment Practices for Managers & Supervisors, Part 3 Webinar
June 22 eTrain: Collections for Credit Unions Webinar
June 28 eTrain: Employment Practices for Managers & Supervisors, Part 4 Webinar
June 29 eTrain: Calling the Right Play: Challenges for Credit Union Directors & CEOs Webinar
June 30 eTrain: Loan Participation Due Diligence: Risk, Reward, and Regulations Webinar
July 10-22 Western CUNA Management School Pomona
 
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From the Editors of CU Weekly

EFFECTIVE ACCOUNT MANAGEMENT
updated 02/10/14 04:32 PM
Tips, Tools for Accurate Handling
Your members depend on your credit union for its account expertise. Do you have the account management skills to live up to that trust?

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.

 
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