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Education & Training

Enhancing Your Personal Development
Educational Opportunities Calendar07/29/2015

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.
eTrain Live Webinars by Topic

To register or find out more about a topic offered by seminar, webinar, school or conference, please click on the topic link below.

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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A variety of sponsorships for every budget are available. Your sponsorship is reinforced with verbal recognition, conference event signage, website and program acknowledgement, print, and email exposure. Continue for complete information...