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Education & Training

Enhancing Your Personal Development
Educational Opportunities Calendar02/15/2016
Feb. 16 eTrain: Regulation DD: Truth in Savings Act (TISA) Webinar
Feb. 16 Legal Update Seminar Ontario
Feb. 17 Legal Update Seminar Glendale
Feb. 18 Legal Update Seminar El Segundo
Feb. 19 Legal Update Seminar Anaheim Hills
Feb. 21-25 CUNA Governmental Affairs Conference Washington
Feb. 24 eTrain: Fair Credit Reporting Act Compliance Webinar
Feb. 25 eTrain: Reading & Understanding Income Tax Returns Webinar
Mar. 02 eTrain: Enterprise Risk Management, Part 1: Introduction to Enterprise Risk Management Webinar
Mar. 08 eTrain: Hash Tags to Security Holds: Using Social Networking to Compromise a Credit Union Webinar
Mar. 09 eTrain: Enterprise Risk Management, Part 2: Advanced Enterprise Risk Management Issues Webinar
Mar. 16 eTrain: Enterprise Risk Management, Part 3: Enterprise Risk Management from an Information Technology Perspective Webinar
Mar. 17 eTrain: The Art of Asking Questions: Your Key to Credit Union Sales Webinar
Mar. 22 eTrain: Responding to California Subpoenas Webinar
Mar. 22 eTrain: Responding to California Levies Webinar
Mar. 29 eTrain: Internal Fraud & Loan Fraud: Opportunity Makes the Thief Webinar
Mar. 30 eTrain: Innovative Leadership: Rethink, Renew, Revive Webinar
Apr. 03 Credit Union SacTown Ten-Mile Run Sacramento
Apr. 04-05 California Government Relations Rally Sacramento
Apr. 06 eTrain: Loan Officer 101 Webinar
Apr. 07 eTrain: Creating & Managing an Effective "Violence in the Workplace" Program Webinar
Apr. 12 eTrain: From Marketing to CEO: Your Personal Roadmap to CEO Webinar
Apr. 13 eTrain: Resolving Member Complaints & Transaction Disputes Webinar
Apr. 14 eTrain: New Financial Accounting Standards Board (FASB) Rules Webinar
 
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From the Editors of CU Weekly

EXCEL AT ACCOUNT ADMINISTRATION
updated 02/21/14 01:18 PM
Early Bird Registration Ends March 4
Provide your members with the best account management service by signing up for the 2014 California Account Administration seminar for a hands-on guide to effective account handling, including individual, joint, and trust accounts.

Register by March 4 and receive early bird pricing!

Credit union compliance expert Mary-Lou Heighes will discuss:

  • Membership: Federal vs. state charter, termination, expulsion, and membership vs. account relationships.
  • Account Ownership: Multiple party ownership types, minors, representative payee, and businesses.
  • Decedent Accounts: Individual accounts, joint accounts, designation of beneficiary, distribution of funds, and account activity.
  • Trust Accounts and Other Fiduciary Accounts: Revocable vs. irrevocable trusts, membership requirements, certification of trust, protection from liability, deceased trustees, and more.
  • Power of Attorney (POA): General POA, durable POA, special POA, liability, and when POA can be refused.
  • Much more.
  • Click here for more information and registration.

     
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