2015 Education and Training Calendar brochure, please click here.
|•||Mar. 04||eTrain: How to Safely and Profitably Offer Loans to a Non-Prime Market||Webinar|
|•||Mar. 10||CA Account Administration Seminar||Fresno|
|•||Mar. 11||CA Account Administration Seminar||Sacramento|
|•||Mar. 11||eTrain: Turning Strategies into Results-Oriented Plans||webinar|
|•||Mar. 12||CA Account Administration Seminar||Oakland|
|•||Mar. 17||CA Account Administration Seminar||Ontario|
|•||Mar. 17||eTrain: Fair Lending Practices||webinar|
|•||Mar. 18||CA Account Administration Seminar||Glendale|
|•||Mar. 19||CA Account Administration Seminar||Tustin|
|•||Mar. 19||eTrain: Leading Change: Why Can't Things Just Stay the Same?||webinar|
|•||Mar. 19||Regional Roundtable for CEOs||San Diego|
|•||Mar. 25||eTrain: Financial Literacy, Credit Unions, and Generation Z||webinar|
|•||Apr. 09||eTrain: 101 Credit Union Insights||webinar|
|•||Apr. 12||Credit Union SacTown Ten-Mile Run||Sacramento|
|•||Apr. 13-14||California Government Relations Rally||Sacramento|
|•||Apr. 13||Regional Roundtable for CEOs||Sacramento|
|•||Apr. 15||eTrain: Preparing for Workplace Violence||webinar|
|•||Apr. 22||eTrain: Call Center Metrics from the Member's Perspective||webinar|
|•||Apr. 28||eTrain: Dormant Accounts & Escheat Procedures||webinar|
|•||May 05||eTrain: Business Account Administration||webinar|
|•||May 12||eTrain: Sexual Harassment Awareness & Prevention Training||webinar|
|•||May 14||Regional Roundtable for CEOs||Fresno|
|•||May 19||eTrain: Deceased Member Accounts||webinar|
|•||June 04||eTrain: EPMS, Part 1: Employment Discrimination||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.