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Education & Training

Enhancing Your Personal Development
Educational Opportunities Calendar09/03/2014
Sep. 03 eTrain: Basics of Automated Clearing House (ACH) Transactions Webinar
Sep. 03 Regional Roundtable for CEOs San Francisco
Sep. 04 eTrain: Understanding the National Credit Union Share Insurance Fund (NCUSIF) Webinar
Sep. 09 eTrain: Eight Techniques for Successful Networking Webinar
Sep. 09 Regulatory Update Seminar Fresno
Sep. 10 Regulatory Update Seminar Sacramento
Sep. 10 eTrain: ACH Exceptions, Government Payments, & Deceased Account Holders Webinar
Sep. 11 eTrain: Establishing a Code of Ethics for Volunteers Webinar
Sep. 11 Regulatory Update Seminar Oakland
Sep. 12 Regulatory Update Seminar Santa Clara
Sep. 16 Regulatory Update Seminar Pasadena
Sep. 17 Regulatory Update Seminar Ontario
Sep. 17 eTrain: ACH Risks for Business Webinar
Sep. 18 Regulatory Update Seminar Hawthorne
Sep. 23 Regulatory Update Seminar Anaheim Hills
Sep. 24 eTrain: Plastic Card Fraud & EMV Webinar
Oct. 01 eTrain: Regulation CC, D & E Compliance Webinar
Oct. 08 eTrain: Counterfeit Checks, Cash, & Forgeries Webinar
Oct. 08 Regional Roundtable for CEOs Ridgecrest
Oct. 20-22 2014 Annual Meeting & Convention Los Angeles
 
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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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