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Education & Training

Enhancing Your Personal Development
Educational Opportunities Calendar07/01/2016
July 07 eTrain: Membership & Account Ownership Webinar
July 10-22 Western CUNA Management School Pomona
July 13 eTrain: Best Practices for Financial Institutions on Social Media Webinar
July 19 eTrain: Understanding the National Credit Union Share Insurance Fund (NCUSIF) Webinar
July 26 eTrain: Managing Technology in the Workplace Webinar
July 27 eTrain: Trusts & Other Fiduciary Accounts Webinar
July 28 eTrain: Managing Liquidity, Capital Profiles, & Other Critical Issues Webinar
Aug. 02 eTrain: Tips for Terrific Talking, Part 1: Crafting POWER-full Presentations Webinar
Aug. 03 eTrain: Regulation CC: Check Holds Webinar
Aug. 04 eTrain: Member Conflict: Opportunity Knocks! Webinar
Aug. 05-06 Shapiro Summit Northern California
Aug. 09 eTrain: Tips for Terrific Talking, Part 2: Delivering POWER-full Presentations Webinar
Aug. 10 eTrain: Staying Relevant in the Lending Marketplace Webinar
Aug. 23 eTrain: Bank Secrecy Act (BSA) for Lenders Webinar
Aug. 24 eTrain: Bank Secrecy Act ( BSA) for Frontline Staff Webinar
Aug. 25 eTrain: Bank Secrecy Act (BSA) for BSA Officers Webinar
Aug. 31 eTrain: Malware Mules & Money Webinar
Sep. 07 eTrain: Basics of Automated Clearinghouse (ACH) Transactions Webinar
Sep. 08 eTrain: Managing Across the Generations Webinar
Sep. 15 eTrain: Lending to Service Members Webinar
Sep. 20 eTrain: ACH Exceptions, Government Payments, & Deceased Account Holders Webinar
Sep. 21 eTrain: Automated Clearinghouse (ACH) Risks for Business Webinar
Sep. 22 eTrain: How to Delegate Webinar
Sep. 29 eTrain: Converting Members from Savers to Borrowers Webinar
 
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From the Editors of CU Weekly

EARN YOUR MEMBERS' TRUST
updated 06/09/14 04:46 PM
Become an Account Expert
If you're in a member service, teller, branch manager, or operations position, then you won’t want to miss this important webinar.

As a financial institution, your members depend on you to help them make membership and account ownership choices that best fit their financial needs and safeguard their future.

Don’t let your members down—become account experts! Attend the Membership & Account Ownership webinar on June 17.

This session will equip you with the knowledge you need to inform members of all their options so they can make wise account ownership and joint ownership decisions and complete the proper account documentation.

You’ll learn the answers to these questions and much more:

  • Must all credit union members deposit par value?
  • What rights do joint owners have?
  • Can you remove a joint owner without consent?
  • Is a membership automatically terminated when the share balance is zero?
  • What is the procedure for expelling a member?
  • Can a minor have an account without an adult?
  • What documents should you obtain in order to open a business account?

Click here to register today!

 
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