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Enhancing Your Personal Development
Educational Opportunities Calendar11/25/2014

To receive an email of the 2015 Education and Training Calendar when it's ready, please click here.
 

Dec. 03 eTrain: Real Estate Loan Review & Audit Procedures Webinar
Dec. 04 Basic Consumer Lending Compliance Oakland
Dec. 09 Basic Consumer Lending Compliance Ontario
Dec. 09 eTrain: The Legal Aspects of Social Media Webinar
Dec. 11-13 Joseph A. McDonald Attorney Conference Santa Barbara
Dec. 16 Regional Roundtable for CEOs San Luis Obispo
Jan. 20 Regional Roundtable for CEOs Ontario
Jan. 25-27 Western States Volunteer Conference Las Vegas
Feb. 04 Nevada Government Relations Rally Carson City
Apr. 12 Credit Union SacTown Ten-Mile Run Sacramento
Apr. 13-14 California Government Relations Rally Sacramento
Nov. 03 Chapter Forum Palm Desert
Nov. 04 REACH 2015 Palm Desert
 
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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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