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Education & Training

Enhancing Your Personal Development
Educational Opportunities Calendar12/02/2015

2015 Education and Training Calendar brochure, please click here.

Dec. 01 eTrain: Plastic Card Fraud & EMV Webinar
Dec. 02 eTrain: Building Your Compliance Program webinar
Dec. 09 eTrain: Dealing with a Third Party Data Breach webinar
Dec. 10-12 Joseph A. McDonald Attorney Conference Santa Barbara
For CEO ROUNDTABLE events, please click HERE.
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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

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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