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Education & Training

Enhancing Your Personal Development
Educational Opportunities Calendar05/30/2015

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 eTrain: Cross Selling Your Deposit Services Webinar
June 16 Vehicle and Vessel Seminar Ontario
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. 18 eTrain: Compliance for Opening New Accounts Webinar
Aug. 19 eTrain: Financial Counseling for Loan Officers Webinar
Aug. 26 eTrain: Bank Secrecy Act (BSA) for Lenders webinar
Aug. 27 eTrain: Bank Secrecy Act (BSA) for Frontline Staff webinar
 
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BOLD designates on-site event. Click here for a complete listing.
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From the Editors of CU Weekly

PERFECT YOUR DMV LIEN PROCESS
updated 05/14/14 10:13 AM
Early Bird Ends June 3
How can you reduce risk on auto and boat loans at your credit union? By making sure your liens are filed the right way!

Tune in for the Vehicle & Vessel seminar for a detailed discussion on the Department of Motor Vehicles (DMV) lien process, and what steps you can take to make sure your program is in tip-top shape.

But hurry! Early bird registration ends June 3!

California DMV regulations expert Patricia Meehan Trimmer will discuss:

  • Conforming and nonconforming titles
  • Proof of insurance law
  • Loan department checklist of necessary registration forms/information
  • Vessel registration
  • Form 262 (Federal Odometer Law)
  • Revised forms
  • Updates: Changes in laws, regulations, and fees
  • Step-by-step process for resolving issues with the DMV
  • Loan department checklist of necessary registration forms
  • Smog certification requirements
  • Paperless titles

Seminar dates and locations:

  • June 10—So-Val Tel FCU, Fresno, CA
  • June 11—SAFE CU Corporate Office, North Highland, CA
  • June 12—Provident CU, Oakland, CA
  • June 17—University Club of Pasadena, Pasadena, CA
  • June 19—LBS Financial CU, Westminster, CA
  • June 25—California Credit Union Center, Ontario, CA

Click here to register today!

 
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