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Educational Opportunities Calendar04/02/2015

2015 Education and Training Calendar brochure, please click here.
 

Apr. 02 eTrain: Credit Union Differentiation webinar
Apr. 09 eTrain: 101 Credit Union Insights webinar
Apr. 12 Credit Union SacTown Ten-Mile Run Sacramento
Apr. 13-14 California Government Relations Rally Sacramento
Apr. 13 Regional Roundtable for CEOs Sacramento
Apr. 14 Basic Mortgage Lending Compliance Seminar Fresno
Apr. 15 Basic Mortgage Lending Compliance Seminar Sacramento
Apr. 15 eTrain: Preparing for Workplace Violence: A Good Plan Can Stop the Bad Guys in their Tracks webinar
Apr. 16 Basic Mortgage Lending Compliance Seminar Oakland
Apr. 21 Basic Mortgage Lending Compliance Seminar Ontario
Apr. 22 Basic Mortgage Lending Compliance Seminar Westminster
Apr. 22 eTrain: Call Center Metrics from the Member's Perspective webinar
Apr. 28 eTrain: Dormant Accounts & Escheat Procedures webinar
May 05 eTrain: Business Account Administration webinar
May 12 eTrain: Sexual Harassment Awareness & Prevention Training webinar
May 13 The Virtual Model: Dealing with Member Ghosts Webinar
May 14 Regional Roundtable for CEOs Fresno
May 19 eTrain: Deceased Member Accounts webinar
May 21 eTrain: Member Business Lending Compliance Webinar
May 27 Ten Steps to Relentless Loan Growth Webinar
June 04 eTrain: EPMS, Part 1: Employment Discrimination webinar
June 09 Vehicle and Vessel Seminar Fresno
June 10 Vehicle and Vessel Seminar Sacramento
June 11 Vehicle and Vessel Seminar Oakland
 
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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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