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Education & Training

Enhancing Your Personal Development
Educational Opportunities Calendar04/19/2015

2015 Education and Training Calendar brochure, please click here.
 

Apr. 21 Basic Mortgage Lending Compliance Seminar Ontario
Apr. 22 Basic Mortgage Lending Compliance Seminar Westminster
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 06 Commercial Real Estate Lessons Learned from the Great Recession Webinar
May 12 eTrain: Sexual Harassment Awareness & Prevention Training webinar
May 13 The Virtual Model: Dealing with Member Ghosts Webinar
May 14 Regional Roundtable for CEOs Fresno
May 19 eTrain: Deceased Member Accounts webinar
May 21 eTrain: Member Business Lending Compliance Webinar
May 27 Ten Steps to Relentless Loan Growth Webinar
June 04 eTrain: EPMS, Part 1: Employment Discrimination webinar
June 09 Vehicle and Vessel Seminar Fresno
June 10 Vehicle and Vessel Seminar Sacramento
June 11 Vehicle and Vessel Seminar Oakland
June 11 eTrain: EPMS, Part 2: Documentation webinar
June 11 Regional Roundtable for CEOs La Canada Flintridge
June 16 Vehicle and Vessel Seminar Ontario
June 17 Vehicle and Vessel Seminar Glendale
June 18 Vehicle and Vessel Seminar Westminster
June 18 eTrain: EPMS, Part 3: Wage & Hour Issues webinar
June 25 eTrain: EPMS, Part 4: Disabilities & Leaves webinar
July 07 eTrain: Gen Y Personal Finances webinar
 
Can't find the topic you are looking for? Click HERE to let us know.
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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Exhibitors & Sponsors
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...