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.|
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.