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Education & Training

Enhancing Your Personal Development
Educational Opportunities Calendar05/28/2015

2015 Education and Training Calendar brochure, please click here.
 

June 04 eTrain: Employment Practices for Managers & Supervisors, Part 1: Employment Discrimination, Diversity, & Harassment Issues 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: Employment Practices for Managers & Supervisors, Part 2: Performance & Behavior Issues: Legal Strategies webinar
June 11 Regional Roundtable for CEOs La Canada Flintridge
June 16 Vehicle and Vessel Seminar Ontario
June 16 eTrain: Cross Selling Your Deposit Services Webinar
June 17 Vehicle and Vessel Seminar Glendale
June 18 Vehicle and Vessel Seminar Westminster
June 18 eTrain: Employment Practices for Managers & Supervisors, Part 3: Wage & Hour Issues: Essential Compliance webinar
June 23 eTrain: UDAAP: Do You Know It When You See It? Webinar
June 24 eTrain: Cross Selling Your Lending Services Webinar
June 25 eTrain: Employment Practices for Managers & Supervisors, Part 4: Mental Health and Disability Issues in the Workplace webinar
July 07 eTrain: Gen Y Personal Finances webinar
July 08 Regional Roundtable for CEOs Concord
July 15 eTrain: Compliance for Marketing Managers webinar
July 28 eTrain: Trusts & Other Fiduciary Accounts webinar
Aug. 05 eTrain: Best Practices in Consumer Lending webinar
Aug. 06 eTrain: Creating a Sales Culture Webinar
Aug. 26 eTrain: Bank Secrecy Act (BSA) for Lenders webinar
Aug. 27 eTrain: Bank Secrecy Act (BSA) for Frontline Staff webinar
Aug. 28 eTrain: Bank Secrecy Act (BSA) for BSA Officers webinar
Sep. 02 eTrain: Learnings from Consumers webinar
 
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BOLD designates on-site event. Click here for a complete listing.
eTrain Live Webinars by Topic

To register or find out more about a topic offered by seminar, webinar, school or conference, please click on the topic link below.

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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