|•||July 27||eTrain: Trusts & Other Fiduciary Accounts||Webinar|
|•||July 28||eTrain: Managing Liquidity, Capital Profiles, & Other Critical Issues||Webinar|
|•||Aug. 02||eTrain: Tips for Terrific Talking, Part 1: Crafting POWER-full Presentations||Webinar|
|•||Aug. 03||eTrain: Regulation CC: Check Holds||Webinar|
|•||Aug. 04||eTrain: Member Conflict: Opportunity Knocks!||Webinar|
|•||Aug. 05-06||Shapiro Summit||Northern California|
|•||Aug. 09||eTrain: Tips for Terrific Talking, Part 2: Delivering POWER-full Presentations||Webinar|
|•||Aug. 10||eTrain: Staying Relevant in the Lending Marketplace||Webinar|
|•||Aug. 23||eTrain: Bank Secrecy Act (BSA) for Lenders||Webinar|
|•||Aug. 24||eTrain: Bank Secrecy Act ( BSA) for Frontline Staff||Webinar|
|•||Aug. 25||eTrain: Bank Secrecy Act (BSA) for BSA Officers||Webinar|
|•||Aug. 31||eTrain: Malware Mules & Money||Webinar|
|•||Sep. 07||eTrain: Basics of Automated Clearinghouse (ACH) Transactions||Webinar|
|•||Sep. 08||eTrain: Managing Across the Generations||Webinar|
|•||Sep. 13||Regulatory Update Seminar||Fresno|
|•||Sep. 14||Regulatory Update Seminar||Sacramento|
|•||Sep. 15||Regulatory Update Seminar||Oakland|
|•||Sep. 15||eTrain: Lending to Service Members||Webinar|
|•||Sep. 16||Regulatory Update Seminar||Santa Clara|
|•||Sep. 20||eTrain: ACH Exceptions, Government Payments, & Deceased Account Holders||Webinar|
|•||Sep. 20||Regulatory Update Seminar||Ontario|
|•||Sep. 21||eTrain: Automated Clearinghouse (ACH) Risks for Business||Webinar|
|•||Sep. 21||Regulatory Update Seminar||Glendale|
|•||Sep. 22||Regulatory Update Seminar||Torrance|
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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.