|•||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|
|For CEO ROUNDTABLE events, please click HERE.|
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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.