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Education & Training

Enhancing Your Personal Development
Educational Opportunities Calendar02/10/2016
Feb. 09 Legal Update Seminar Fresno
Feb. 10 Legal Update Seminar Sacramento
Feb. 10 eTrain: Ten Secrets to Effective Employee Onboarding Webinar
Feb. 11 Legal Update Seminar Santa Clara
Feb. 11 eTrain: Health Savings Accounts — Here to Stay Webinar
Feb. 12 Legal Update Seminar Oakland
Feb. 16 Legal Update Seminar Ontario
Feb. 16 eTrain: Regulation DD: Truth in Savings Act (TISA) Webinar
Feb. 17 Legal Update Seminar Glendale
Feb. 18 Legal Update Seminar El Segundo
Feb. 19 Legal Update Seminar Anaheim Hills
Feb. 21-25 CUNA Governmental Affairs Conference Washington
Feb. 24 eTrain: Fair Credit Reporting Act Compliance Webinar
Feb. 25 eTrain: Reading & Understanding Income Tax Returns Webinar
Mar. 08 eTrain: Hash Tags to Security Holds: Using Social Networking to Compromise a Financial Institution Webinar
Mar. 17 eTrain: Sales Skills: Asking the Right Questions Webinar
Mar. 22 eTrain: Responding to California Subpoenas Webinar
Mar. 22 eTrain: Responding to California Levies Webinar
Mar. 29 eTrain: Internal Fraud & Loan Fraud: Opportunity Makes the Thief Webinar
Mar. 30 eTrain: Innovative Leadership: Rethink, Renew, Revive Webinar
Apr. 03 Credit Union SacTown Ten-Mile Run Sacramento
Apr. 04-05 California Government Relations Rally Sacramento
Apr. 06 eTrain: Loan Officer 101 Webinar
Apr. 07 eTrain: Creating & Managing an Effective "Violence in the Workplace" Program 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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