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Enhancing Your Personal Development
Educational Opportunities Calendar08/02/2015

2015 Education and Training Calendar brochure, please click here.
 

Aug. 05 eTrain: Best Practices in Consumer Lending webinar
Aug. 06 eTrain: Creating a Sales Culture Webinar
Aug. 07-08 Shapiro Summit Ontario
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
Aug. 28 eTrain: Bank Secrecy Act (BSA) for BSA Officers webinar
Sep. 02 eTrain: Learnings from Consumers webinar
Sep. 10 eTrain: When a Borrower Dies webinar
Sep. 15 Regulatory Update Seminar Fresno
Sep. 16 Regulatory Update Seminar Sacramento
Sep. 16 eTrain: Avoiding the Trap of Operational Inefficiencies webinar
Sep. 17 eTrain: Social Media Plan = Loan Growth Webinar
Sep. 17 Regulatory Update Seminar Santa Clara
Sep. 18 Regulatory Update Seminar Oakland
Sep. 22 Regulatory Update Seminar Anaheim Hills
Sep. 23 eTrain: Regulation of Offsite Employee Activity webinar
Sep. 23 Regulatory Update Seminar Glendale
Sep. 24 Regulatory Update Seminar Hawthorne
Sep. 25 Regulatory Update Seminar Ontario
Sep. 29 eTrain: 11 Ratios Every Credit Union Professional Should Know webinar
Oct. 13 eTrain: Power of Attorney webinar
Oct. 15 eTrain: ALM Implementation webinar
 
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eTrain Live Webinars by Topic

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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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